Proposify Overview

What is Proposify?

Proposify is the online proposal software that helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements. We’ve revolutionized the proposals process so your reps can spend less time on manual tasks and more time doing what they do best: selling. But Proposify doesn't just save time; with assignable roles, permissions, and workspaces, you can manage the access each sales rep has. From the kind of content they can use and editing the design, all the way through to sending a proposal, you'll have full brand control and peace of mind without bottlenecking the process. Finally, a solution that makes both Sales AND Marketing happy. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.

Proposify Overview

Pricing

Starting from
US$19.00/month

Pricing options

Free Trial
Open Source
Subscription
Value for money

Subscriptions start at $19/month.


Proposify Features

Devices
Business size
S M L
Markets
Australia, Canada, Europe, United Kingdom, United States
Supported Languages
English

Screenshots

Proposify screenshot:
Proposify screenshot: Proposify screenshot: Proposify screenshot: Proposify screenshot:

Proposify Reviews

Proposify Reviews

Overall rating
4.5
/
5 240 reviews
Excellent
165

Very good
56

Average
10

Poor
3

Terrible
6

Value for Money
4.5
Features
4.4
Ease of Use
4.4
Customer Support
4.6
92% recommended this app
Josh O.

A Proposal tool for big kids

I love this thing and use it all the time. Before I got this program I was shuffling through Word docs on my computer and constantly rewriting brand new proposals for each prospect. Proposify helped me streamline my process for kicking out really great looking proposals. The absolute best part of the whole tool is how it allows each party to e-sign the contract right inside the program. Really handy and beats the pants off asking someone to print, sign, scan, and send back. It's the real deal and honestly I couldn't go back to send someone a pdf from my word doc or whatever. This is way better.

http://www.signal-interactive.com


Verified Reviewer

Great looking proposals & sales tracking, but some glitches.

I've used this both in an agency setting and as an individual consultant to craft and send proposals. I truly do believe that a great proposal (both visually and written) helps to win business. Proposals can be one of the most critical sales documents in your process.


Susan W.

Love it.

Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and I love the links to Infusionsoft and the ability to automate followup which were both missing in our previous software.


Matt S.

Great in concept, but buggy

We switched to Proposify from Bidsketch to solve a bunch of problems. Proposify is great on the surface and as an idea, but there are many things we don't like. Nonetheless, we're stuck with it for now.

Pros: Proposify streamlines our proposal writing process, clean UI, pricing tables that do math. Staff is helpful and responsive. I love that we can spin up proposals very quickly with templates. It would be basically perfect if it weren't for the cons.

Cons: This software is still full of bugs. There have been several instances where data has been lost, or unexpected behavior happens. It's extremely frustrating and time consuming when these bugs happen. I've probably submitted 20 bugs over the past month. Examples include formatting buttons that don't work, pages breaking and crashing etc.

There are many features that leave us scratching our heads and asking either "why isn't this a feature" or "why IS this a feature?

Examples:
-You can add sales tax to pricing tables, but sales tax doesn't reflect in the totals.
-Pricing tables are very difficult to customize
-Pricing tables that are longer than one page cannot flow into a second page. If you do want them to flow into a second page, you have to create a special type of page from the start that can ONLY have the pricing table on it.
-When you go through revision history, you see data from OTHER proposals that share the same type of section.
-You can't format text in snippets. To see what it looks like you have to drag the snippet into one of your sections or templates.
-The navigation is super clunky and not natural. I find myself clicking around a lot looking for things.
... and many more

Bottom line:
I want to have faith in this but I'm close to start looking at other options. We've had more than one catastrophic failure that has cost us tremendously and I'm at the point where I don't feel that I can rely on Proposify as a tool because I never can be 100% certain that it's going to work properly.

Proposify should really take some time and listen to their users, and try writing some proposals themselves and experience the process. If they were willing I'd personally love to hop on the phone and talk through some suggestions for improvement, and I'm sure other users would feel the same way. I feel kind of bad for how much I've had to bother their support staff with bugs and issues.

If Proposify improves, I'll come back and update my rating.


Scott R.

So far, so good

I've only been using it for about a month, but so far so good. Looking forward to really learning the ins and outs and creating more templates in the process.


Josh O.
Industry: Marketing & Advertising
Company size: 13-50 Employees

A Proposal tool for big kids

Used Weekly for 6-12 months
Reviewed on 5/10/2016
Review Source: GetApp

I love this thing and use it all the time. Before I got this program I was shuffling through Word docs on my computer and constantly rewriting brand new proposals for each prospect. Proposify helped me streamline my process for kicking out really great looking proposals. The absolute best part of the whole tool is how it allows each party to e-sign the contract right inside the program. Really handy and beats the pants off asking someone to print, sign, scan, and send back. It's the real deal and honestly I couldn't go back to send someone a pdf from my word doc or whatever. This is way better.

http://www.signal-interactive.com

Pros

I save all my different versions of proposals and can mix and match different sections as needed for each client. Helps to have a library of sections, different contracts, etc.

The delivery, editing, and signing is all in one place. It sends us both a PDF version with signatures to file after closing.

Uses great code snippets to automatically fill in the client name, the cost, etc to make each one somewhat custom.

I get notified in my email when my prospect views the proposal (which is exciting).

It looks a lot more professional when they get the nice designed email with a button to click and the proposal deck is laid out with a nav bar. Takes you from minor leagues (with silly word docs or PDF attachments) to big leagues, especially as a digital agency.

Cons

It's definitely not a design tool so I have a hard time getting the layout and design of the proposal to look the way I want. It's fairly limited in what it can do in that respect so we build pieces (images) offline and then paste the image into the proposal sometimes. Otherwise, for what it is, it's pretty good at helping me put together a good looking proposal. It's just not an Adobe product or anything.

The way content pieces in the library are saved and edited is somewhat confusing and I've struggled to replace everything after deleting templates and then losing content pieces.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Marketing & Advertising
Company size: Self Employed

Great looking proposals & sales tracking, but some glitches.

Used Weekly for 1+ year
Reviewed on 19/12/2019
Review Source: Capterra

I've used this both in an agency setting and as an individual consultant to craft and send proposals. I truly do believe that a great proposal (both visually and written) helps to win business. Proposals can be one of the most critical sales documents in your process.

Pros

The software helps you to create great-looking proposals and keep things in your sales funnel organized. It is also nice that you can track when someone has opened your email/proposal and how long they have viewed different sections, which greatly helps during sales follow-ups.

Cons

Glitches. I've used this software for a couple years and I do find that it does glitch out quite frequently. The text formatting changes when you writing text and then it goes to the next page. The worst experience was when I lost hours worth of work for a big proposal (and it didn't autosave), making for a sleepless night.

Response from Pitch Perfect Proposal Software

Hi there, thanks for taking a moment to leave us a review. We appreciate your feedback! It helps us improve Proposify and create an even more powerful tool for you and your business. Happy closing!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Susan W.
Industry: Construction
Company size: 2-10 Employees

Love it.

Used Daily for 1-5 months
Reviewed on 11/10/2019
Review Source: Capterra

Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and I love the links to Infusionsoft and the ability to automate followup which were both missing in our previous software.

Pros

Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.

Cons

Set up of our template was a little daunting but we used Belt Creative to help us which was well worth the investment.

Response from Pitch Perfect Proposal Software

Hi Susan, thanks for taking a moment to write a review of our software. Fantastic that Belt Creative helped you get started, and that your clients are impressed! That's really great feedback, and we're excited for you to continue seeing the benefits of Proposify. Definitely let us know your thoughts at the six-month and 12-month marks! Best of luck with any upcoming proposals, and happy closing!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Matt S.
Industry: Music
Company size: 2-10 Employees

Great in concept, but buggy

Used Daily for 1-5 months
Reviewed on 11/04/2017
Review Source: Capterra

We switched to Proposify from Bidsketch to solve a bunch of problems. Proposify is great on the surface and as an idea, but there are many things we don't like. Nonetheless, we're stuck with it for now.

Pros: Proposify streamlines our proposal writing process, clean UI, pricing tables that do math. Staff is helpful and responsive. I love that we can spin up proposals very quickly with templates. It would be basically perfect if it weren't for the cons.

Cons: This software is still full of bugs. There have been several instances where data has been lost, or unexpected behavior happens. It's extremely frustrating and time consuming when these bugs happen. I've probably submitted 20 bugs over the past month. Examples include formatting buttons that don't work, pages breaking and crashing etc.

There are many features that leave us scratching our heads and asking either "why isn't this a feature" or "why IS this a feature?

Examples:
-You can add sales tax to pricing tables, but sales tax doesn't reflect in the totals.
-Pricing tables are very difficult to customize
-Pricing tables that are longer than one page cannot flow into a second page. If you do want them to flow into a second page, you have to create a special type of page from the start that can ONLY have the pricing table on it.
-When you go through revision history, you see data from OTHER proposals that share the same type of section.
-You can't format text in snippets. To see what it looks like you have to drag the snippet into one of your sections or templates.
-The navigation is super clunky and not natural. I find myself clicking around a lot looking for things.
... and many more

Bottom line:
I want to have faith in this but I'm close to start looking at other options. We've had more than one catastrophic failure that has cost us tremendously and I'm at the point where I don't feel that I can rely on Proposify as a tool because I never can be 100% certain that it's going to work properly.

Proposify should really take some time and listen to their users, and try writing some proposals themselves and experience the process. If they were willing I'd personally love to hop on the phone and talk through some suggestions for improvement, and I'm sure other users would feel the same way. I feel kind of bad for how much I've had to bother their support staff with bugs and issues.

If Proposify improves, I'll come back and update my rating.

Response from Pitch Perfect Proposal Software

Hi Matt,

We really appreciate you taking the time to provide feedback. We take it to heart, and it helps us improve Proposify.

Our support team would love to jump on a call in the near future to chat more about it, and will be in touch to set up a time if you are interested.

Thanks again!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 4.0/10

Scott R.
Industry: Public Relations & Communications
Company size: Self Employed

So far, so good

Used Weekly for 1-5 months
Reviewed on 18/09/2019
Review Source: Capterra

I've only been using it for about a month, but so far so good. Looking forward to really learning the ins and outs and creating more templates in the process.

Pros

It is intuitive. I've tried other SaaS companies in the proposal/presentation/documents space and Proposify was easy to use and learn from moment one.

Cons

Wish it offered one or two more active proposals on its Tall plan. Sometimes, you just need a little bit more, but not the other end with an unlimited amount.

Response from Pitch Perfect Proposal Software

Hi Scott, thanks for taking a moment to write a review for us. We're happy you chose Proposify! Definitely let us know your feedback in a few months once you've learned the ins and outs, too. Best of luck with any upcoming proposals, and happy closing!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
8.9/10
Based on 240 user ratings
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Proposify Pricing

Proposify Pricing

Starting from
US$19.00/month
Free Trial
Open Source
Subscription
Value for money

Subscriptions start at $19/month.

Subscriptions start at $19/month.

Value for Money
4.5/5
Based on 240 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Proposify Features

Proposify Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customisable Templates
Data Import/Export
Email Integration
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Features
4.4/5
Based on 240 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for Proposify

Additional information for Proposify

Key features of Proposify

  • CRM Integration
  • Content Library
  • Customizable Templates
  • Digital Signatures
  • Download hi-res PDF
  • Drag and Drop Content Sections
  • Embedded Videos within the Proposal
  • Extremely Responsive Customer Support
  • Freshbooks Integration
  • Powerful Custom Design Editing in the Cloud
  • Pre-populated Industry Templates
  • Professionally Written Content
  • Sales Metrics
  • Send Client Proposals thru the Browser to a branded landing
  • Team Collaboration
  • Teams and Permissions
  • Version Control
  • WYSIWYG Editor

Benefits

- 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

Proposify FAQs

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$19.00/month

Pricing model: Open Source, Subscription

Free Trial: Available

Subscriptions start at $19/month.

Q. What are the main features of Proposify?

Proposify offers the following features:

  • CRM Integration
  • Content Library
  • Customizable Templates
  • Digital Signatures
  • Download hi-res PDF
  • Drag and Drop Content Sections
  • Embedded Videos within the Proposal
  • Extremely Responsive Customer Support
  • Freshbooks Integration
  • Powerful Custom Design Editing in the Cloud
  • Pre-populated Industry Templates
  • Professionally Written Content
  • Sales Metrics
  • Send Client Proposals thru the Browser to a branded landing
  • Team Collaboration
  • Teams and Permissions
  • Version Control
  • WYSIWYG Editor

Q. Who are the typical users of Proposify?

Proposify has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business

Q. What languages does Proposify support?

Proposify supports the following languages:

English

Q. What type of pricing plans does Proposify offer?

Proposify has the following pricing plans:

Open Source, Subscription

Q. Does Proposify support mobile devices?

Proposify supports the following devices:

Android, iPhone

Q. What other apps does Proposify integrate with?

Proposify integrates with the following applications:

APIANT, FreshBooks, HubSpot CRM, HubSpot Marketing, Insightly, LeadMaster, Pipedrive, Retently, Teamwork Projects, Xero

Q. What level of support does Proposify offer?

Proposify offers the following support options:

FAQs, Knowledge Base, Online Support, Video Tutorials