Proposify
About Proposify
Proposify is the online proposal software that gives sales leaders the control and visibility you need to better manage your sales document process and double your close rates. Create, send, track, and close quotes, contracts, and proposals with confidence.
Create impressive sales documents that are brand-consistent and error-free. Get valuable insights on how prospects are interacting with your proposals so reps can make timely follow-ups and nurture the deal to a close. Find out what your best reps are doing vs low performers so you can replicate and scale your process and accurately forecast. Deliver a seamless, professional, sign-off experience for your customers and prospects.
Key benefits of Proposify
- Create on-brand templates that sales reps can reuse so all they have to do is customize the details for their next big deal.
- Store all the content reps need in one location so snapping together a proposal takes minutes, not hours.
- Empower reps to create proposals, contracts, and agreements directly in Salesforce and keep their data in sync.
- Impress your prospects with a buyer experience that includes interactive pricing, videos, and live chat.
- Get faster sign-off and make it easier for prospects to buy with our legally binding electronic signature tool and order forms.
- Find out how prospects are interacting with proposals, which sections they looked at and for how long. This insight helps reps know when to reach out to close the deal.
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- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Monthly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Churning out proposals faster than typing “lets send them a proposal”…
Reviewed on 24/05/2022
I’d choose Proposify over many of the others out there in the marketplace since it has everything I...
I’d choose Proposify over many of the others out there in the marketplace since it has everything I need to create proposals and good looking ones that win clients for my company.
Pros
UI is great, functionality helps get good looking proposals out there fast. Pricing tables with options and wonderful and the integrations are good too.
Cons
Not much…wish it would integrate with QuickBooks Payments in addition to Stripe, or just offer another payment processor integration like WePay or *something* so I wouldn’t even need to integrate my accounting system.
- Industry: Higher Education
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Best Product I have used so far
Reviewed on 16/09/2024
Pretty good.. like it better than using google sheets or MS Word.
Pretty good.. like it better than using google sheets or MS Word.
Pros
I love the way you can build pricing tables and templates into a proposal. Then you can customize even further with added personalization.
Cons
It gets a bit wonky with cache with your PC-- so you have to refresh reguarly to make sure things are saving. Then it takes some learning to know where to click with you mouse to drag/drop and open menus.
- Industry: Events Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 2.0 /10
Great in concept but buggy as hell
Reviewed on 13/01/2022
Overall it WAS a great product. It's going through growing pains but they don't seem to be growing...
Overall it WAS a great product. It's going through growing pains but they don't seem to be growing out of it anytime fast. The support is somewhat responsive although 9/10 I get a canned response that doesn't really answer my question. If you are using the exact same template over and over again with no changes then you will probably have no issues but if you build a custom proposal for your clients it will be a frustrating task.
Pros
I love how it streamlines our proposal presentation to clients. We are able to quickly produce proposals that look beautiful and help us close... when there are no changes needed to be made to the template.
Cons
In seems that over the past few years the dev consistency has gone down a lot. There are a lot of feature updates but more and more bugs. Simple things that should be flushed out before deployment are not being done and this has been something I have seen for over a year and a half.
The biggest issue so far has been pricing tables. You're prompted to update to the new tables but it never works. Support just tells you to do a few workarounds and sometimes it works and sometimes it doesn't. We don't have time to teach our entire team how to navigate the bugs.
Before that there was a bug with being able to update simple text, you couldn't select a text box and you had to refresh every time.
Before that, your templates would load blurry and then you had to scroll all the way to the bottom of the page then back up to be able to edit anything.
I used to love this software so much but I don't know what happened. It went from saving us time to costing us time and causing hours of frustration. A common phrase of frustration in our office is "Why Proposify" WHY???" I am in the process of looking for an alternate to move my entire team to.
Response from Proposify Inc.
Hi Catalina! Thanks for leaving your review. Feedback like yours helps us get better! Customizing templates can sometimes be challenging. We now offer a custom template service, where our designers work with clients to create dream proposal templates! We also offer consultations to help our customers build better custom templates. Please let us know if these services are right for you and your team. We have received customer feedback about the pricing tables and have launched an internal team to focus on improving this experience. Our VP of Product would like to hear more about your experience, to help improve the overall product and your direct experience with Proposify. If you're interested, please reply to this thread and we will get you in touch.
- Industry: Facilities Services
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
proposify daily user
Reviewed on 6/09/2024
good, fast. sometimes it locks up and i need to reboot, but not often
good, fast. sometimes it locks up and i need to reboot, but not often
Pros
The ease of putting together a proposal. client management
Cons
tracking issues with a proposal being viewed or downloaded
- Industry: Retail
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Great Tracking of Proposals
Reviewed on 6/09/2024
It's good. Easy to bring up won proposals, duplicate, modify and copy the link
It's good. Easy to bring up won proposals, duplicate, modify and copy the link
Pros
Keeps track of all proposals and their status, all companies and contacts. Easy to duplicate an existing proposal and modify, copy link and put into an email
Cons
It takes too long to load, look up, go back etc. Too slow
Proposify FAQs
Below are some frequently asked questions for Proposify.Q. What type of pricing plans does Proposify offer?
Proposify offers the following pricing plans:
- Starting from: US$35.00/month
- Pricing model: Subscription
- Free Trial: Available
Basic $35.00 Kick-start your journey. Send on-brand proposals quickly and close deals. Billed monthly or annually. -5 document opens/month -Content library -E-signatures -Document analytics -Stripe payments -PDF Downloads Team Plan $49.00 Great for growing sales teams. Billed quarterly or annually. - Unlimited Documents - Standard Integrations - Custom Fields & Variables - Client Input Forms - PDF Downloads - White Labelling - Chat Support Business Plan $590.00 Perfect for teams of 10 or more. Billed annually. - 10+ Users - Salesforce Integration - Approval Workflow - User Roles & Permissions - Unassigned Signatures - Premium Support - Onboarding Services
Q. Who are the typical users of Proposify?
Proposify has the following typical customers:
11–50, 51–200, 201–500, 501–1,000
Q. What languages does Proposify support?
Proposify supports the following languages:
English
Q. Does Proposify support mobile devices?
Proposify supports the following devices:
Android (Mobile), iPhone (Mobile)
Q. What other apps does Proposify integrate with?
Proposify integrates with the following applications:
Basecamp, Drift, FreshBooks, Harvest, Highrise, HubSpot CRM, Insightly, Intercom, Keap, Olark, Pipedrive, Podio, QuickBooks Online Advanced, Salesforce Platform, Stripe, Vidyard, Xero, Zapier, Zoho Books
Q. What level of support does Proposify offer?
Proposify offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat
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