Proposify Reviews

What do you like best about Proposify?We use proposify mainly to create different type of business quotations and proposals for other businesses from which we want to work with. The software has multiple free templates available in which we can design the proposal card and send it to them. The software also has collaboration feature in which multiple designers can work in a same design and give their input.What do you dislike about Proposify?Although there is customisation option available with multiple drag and drop options available for the editing to create the proposal letter but there are some advanced features like photo editing and adding audio files on the invitation letter is still unavailable in proposify. There subscription plan is little expensive for small business who want to use this platform for long termWhat problems is Proposify solving and how is that benefiting you?This software works completely digitally so whenever we need to generate a proposal plan and send it to our fellow businesses, we create it from proposify. It can also hold digital signatures of all the business professionals that work in our organisation this feature enable us to take their input and signature on the document and get it approved even though when they are not available in the office.

What do you like best about Proposify?Honestly, the tracking. I get notified the second a prospect opens the proposal and can see exactly which sections they linger on, so I know if they're actually interested before they even reply. Saves me a ton of guessing. Works well with the major CRMs, integration there is smooth. But once you step outside the big-name tools, it gets clunky fast; anything niche in your stack means manual exporting and importing, which kind of defeats the point of having it all connected in the first place.What do you dislike about Proposify?the pricing tiers annoy me the most. Basic features you'd expect to just be included end up locked behind a higher plan, so you end up paying more than you initially budgeted for.What problems is Proposify solving and how is that benefiting you?it solves is cutting down the time it takes to put together a proposal.

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What do you like best about Proposify?Proposify has become an essential part of our proposal and sales process. As a web design and marketing agency, we need proposals that not only clearly communicate scope and pricing but also reflect the quality and professionalism of our work. Proposify makes it easy to create polished, on-brand proposals without having to reinvent the wheel for every opportunity. What do you dislike about Proposify? Recommendations to others considering Proposify?One of the biggest benefits for us is efficiency. We can reuse and customize content, services, pricing, and contract language while still tailoring each proposal to the individual client. The ability to see when a proposal has been viewed and track client engagement is also extremely helpful when it comes to timing follow-ups. What problems is Proposify solving and how is that benefiting you?

What do you like best about Proposify?The reusable templates of this proposal automation software are exceptional. What do you dislike about Proposify?I am also impressed by how effective, reliable and responsive the customer support team of Proposify has always been.Recommendations to others considering Proposify?This proposal automation solution has improved drastically. It has impressive features that streamline our sales processes. What problems is Proposify solving and how is that benefiting you?Proposify has improved our proposal system and design sign-offs. It's re­duced repetitive­ tasks and kept our workflow flowing without a hitch. A Remarkable Proposal Automation Tool that Has Reliable Reusable Templates.

What do you like best about Proposify? I like the intergation with CRM so when the proposal accepted then it add it to zohoWhat do you dislike about Proposify?Too much loading when we are creating document.What problems is Proposify solving and how is that benefiting you?Contract remains there for both parties anytime can be downloaded and remind the client for the project proposals.

What do you like best about Proposify?Once the proposal template is set up, it’s relatively easy to create a proposal. The main issue is that editing the proposal can be a bit clunky at times, which makes revisions feel less smooth than they should.What do you dislike about Proposify?The main issue I’ve found is that I can’t categorize proposals or my pipeline. I’d like the ability to set up categories such as “won,” or group items by company name when there are multiple accounts under the same company.What problems is Proposify solving and how is that benefiting you?No problems so far. At its core, the program is a proposal software with a CRM component that helps me stay in touch with customers who are already in the system and have a proposal.

What do you like best about Proposify?Extremely user friendly format. I struggle with technology but Proposify is not only useful it s easy to learn.What do you dislike about Proposify?Sometimes I get stuck in a section and have to restrart to rectify problem.What problems is Proposify solving and how is that benefiting you?Streamlining and keeping the proposal portion if our business consistent.

What do you like best about Proposify?Time-saving features and an excellent proposal presentation. The WYSIWYG format is great, and once the templates are set up, proposal creation time is reduced by about 80%. Pricing is also quite reasonable for individual users.What do you dislike about Proposify?There is a cost. Although Proposify is a Canadian Company, the charge in $US.Recommendations to others considering Proposify?Give it a try, I believe they still offer an opportunity to try it out at no charge.What problems is Proposify solving and how is that benefiting you?The software saves us approximately one month of time during the year that can be utilized to generate additional proposals and work on projects.

What do you like best about Proposify?We organized the Content Library around the parts of a technical proposal that tend to cause problems later on: API development, migrations, authentication, environments, post-launch support, and client responsibilities. We also store frequently used diagrams, pricing blocks, and implementation tables there. When our support policy changes or we stop offering a specific integration version, we update the approved source once, instead of hoping everyone remembers which older proposal needs to be corrected. Sections can be created directly in the library and then inserted into documents or templates. That lets us reuse the parts that should stay consistent without forcing every proposal into the same rigid structure. Variables are simple, but they’ve prevented some very visible mistakes. We use them for the client, company, owner, value, dates, and other project-specific details. In an earlier implementation, an internal draft went out with another client’s name buried inside a technical section that had been copied manually. Since moving those details into Variables and mapping them from the opportunity, that risk has dropped significantly.What do you dislike about Proposify?Proposify can make a scope look much clearer without actually making the scope itself any better. A polished proposal can still be risky when dependencies, acceptance criteria, client responsibilities, or technical assumptions haven’t been properly worked through. The platform helps us standardize the document and add some controls around how it moves through our process, but it doesn’t replace discovery or an engineering review.What problems is Proposify solving and how is that benefiting you?A proposal for an ERP integration was almost ready to send when I reviewed the technical section and realized sales had bundled real-time, bidirectional synchronization, historical migration, and six months of support into the same price we had estimated for a simple nightly import. The document looked polished and complete, but the project it described wasn’t the project engineering had actually priced. We reopened it in Proposify, swapped the outdated section for an approved block from the Content Library, filled in the client details and dates using Variables, and reworked the Pricing Table to reflect discovery, core implementation, optional migration, and recurring support. We also added a Client Input Form to have the client confirm which system would be treated as the source of truth, since that choice affected far more than just the wording of the proposal. Because the revised scope exceeded what had originally been approved, the Approval Workflow routed the document through delivery and finance before sales could send it. The client chose migration as an add-on, signed electronically, and paid the deposit through Stripe. Proposify didn’t fix the original estimate for us. What it did do was surface the mismatch early enough to correct it, keep approved content centralized, and tie together pricing, review, client input, signature, and payment—without forcing sales and engineering to reconstruct the full story in yet another meeting.