About 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.

Pricing starting from:

US$19.00/month

  • Free Trial
  • Subscription
  • Open Source

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

Devices

Business size

S M L

Markets

United States, Canada, United Kingdom, Australia

Supported Languages

English

Pricing starting from:

US$19.00/month

  • Free Trial
  • Subscription
  • Open Source

Images

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Proposify video
Proposify screenshot: Proposify screenshot: Proposify screenshot: Proposify screenshot:

Features

Total features of Proposify: 2

  • API
  • Chat

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Reviews

Overall rating

4.5 /5
(252)
Value for Money
4.4/5
Features
4.4/5
Ease of Use
4.3/5
Customer Support
4.5/5

Already have Proposify?

Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 252
Susan W.
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Love it.

Reviewed on 11/10/2019

Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and...

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!

Mustafa M.
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Out of Scope Reach to our Clients

Reviewed on 13/09/2019

The ability to build my proposal with just fews clicks and moving it directly to my client with...

The ability to build my proposal with just fews clicks and moving it directly to my client with ability to review details about how my customers view and understand from their behavior details about how they interact with it.

Pros

Easily to modify and build your proposal template, and easy to maintain it to deliver to your customers

Cons

Less relative templates of the proposals

Response from Pitch Perfect Proposal Software

Hi Mustafa, thanks for writing us a review! We're glad to hear that you're enjoying Proposify and that the client viewing metrics are valuable (having proposal insight is such a game-changer). Best of luck with any upcoming proposals, and happy closing!

Matt S.
Overall rating
  • Industry: Music
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Great in concept, but buggy

Reviewed on 11/04/2017

We switched to Proposify from Bidsketch to solve a bunch of problems. Proposify is great on the...

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!

Shaun P.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great for small businesses developing proposals for bigger projects.

Reviewed on 20/08/2020

Very positive experience with support, I've had little to query as its very easy to use and...

Very positive experience with support, I've had little to query as its very easy to use and customise.

Pros

The library of content and examples is especially helpful. We've been able to develop proposals for our product offering and customise completely for every client.

Cons

I would love integration between my FreeAgent.com account when a proposal has been authorised to automate the invoicing process.

Response from Proposify Inc.

Hi Shaun, thanks for taking a moment to leave us a review. We'll be sure to share your integration suggestion with our team. Happy closing!

Dorothy K.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Proposal Software

Reviewed on 06/09/2019

I switched from PandaDoc to Proposify. It's a much better cost-benefit. There is really nothing...

I switched from PandaDoc to Proposify. It's a much better cost-benefit. There is really nothing in PandaDocs that is not in Proposify and frankly I got the hang of Proposify much quicker. Customer support is quick and very helpful

Pros

Its very easy to use. User interface is nice and well thought out. No real learning curve for the most part,

Cons

It might be nice to have a little more flexibility with the pricing charts that you lay in.

Response from Pitch Perfect Proposal Software

Hi Dorothy, thanks for leaving us a review. Welcome to the Proposify family, we're glad to have you! We're also glad to hear your feedback - our team is constantly working to make Proposify an even more powerful tool, and we genuinely appreciate any and all comments. Best of luck with any upcoming proposals, and happy closing!

Showing 5 reviews of 252 Read all reviews

Proposify FAQs

Below are some frequently asked questions for Proposify.

Proposify offers the following pricing plans:

  • Starting from: US$19.00/month
  • Pricing model: Subscription, Open Source
  • Free Trial: Available

Subscriptions start at $19/month.

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

Proposify has the following typical customers:

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

Proposify supports the following languages:

English

Proposify supports the following devices:

Android, iPhone

Proposify integrates with the following applications:

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

Proposify offers the following support options:

FAQs, Knowledge Base, Online Support, Video Tutorials

Related categories

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