Proposify Reviews

Our dependency with CRM tools is based on our current requirements and the main reason of using Proposify is to have perfect documents signature as well as ideal workflow management system which could automate the process and here Proposify did it job quite well.

The efficiency of using other tools in collaboration with Proposify is not that good as for handling and improving documents that is required. Hence this is something where our team felt the improvement is required.

The ability to send professional proposals is incredibly useful

Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease

Once we established a MS word template to customize scope of work, we then create PDF which has simplified everything else; it works well for what we need.

Difficult to customize and navigate but effective proposal tool plus my coordinator is able to log in as well so we both have access to our proposals as needed.

UI is great, functionality helps get good looking proposals out there fast. Pricing tables with options and wonderful and the integrations are good too.

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.

I was excited to give Proposify a try because I do a great deal of professional document designs. I have also had a handful of clients trial it before ultimately deciding on a program to meet their needs. I like that users could easily modify the templates and that there are a variety of quality templates available. This enables users to create branded documents with professional look and feel and to do so consistently. A service like Proposify helps to save time which ultimately translates to saving money. It’s a good resource if you’re doing high volume sales presentations or pitches.

I disliked the pricing options as they are somewhat restrictive and seem to exclude a population of customers who might be interested in a one-off or two-off solution. This makes them not as attractive as some of their competitors but a great option for others and it may not be the most ideal if you’re not doing a high volume of pitches or proposals.

The ability to send out proposals and also track client viewing time.

Editing is a little clunky, its getting better, but still not as seamless as MS word or other word editing software. Also, it would be great if there could be an administrator role that can "sign" for the proposals instead of waiting for the consultant that was listed as signatore.

My proposals seem more official and are simpler to follow when I use Proposify. The customer service team is superior to the tool itself, even though it is still amazing. Knowledgeable, professional, and enjoyable to work with, they are ready to assist at any time.
Proposify offers guaranteed privacy because they protect user data with cutting-edge security methods.
Our remote team finds it simple to maintain consistency among the several estimates we utilize, and we can monitor the status of each estimate from a single dashboard.

Even with the abundance of customization possibilities, there is always opportunity for further integrations and customization choices.

While Proposify's design function has a rather intuitive user interface, there are a few glitchy controls that frequently call for page refreshes or other awkward workarounds.

The ease of putting together a proposal. client management

tracking issues with a proposal being viewed or downloaded

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

It takes too long to load, look up, go back etc. Too slow

We've never used anything that allowed us to make proposals and generate next steps from the proposals, or track the proposals. This was something new that Proposify offered which was my company was trying it out. It's a bit of a unique spin and was useful.

It's not a con exactly but for a small team, we didn't need this level of tracking. I'd rather text a salesperson and say "hey what's going on with x" than look it up online. But for larger companies it might be perfect.

I like the ability that you had to be able to use custom background pages when creating templates in allowed for easy branding.

The limitations on customization of templates, organization of constant pages, and the lack of freedom for multiple users to access the platform simultaneously are a few of the drawbacks.

I like that the proposals created with this software truly just look good. The proposals are very attractive overall and knowing this builds even more confidence when crafting the proposals. The entire platform is very intuitive and you can quickly get started with the built-in design templates. I love the Stripe integration as well because sometimes I do not want to have to send clients a separate invoice after sending them the proposal. So this integration feature saves me a lot of time.

I would like to see additional templates added over time.

The ability to track current and pending proposals that have been submitted and to see where each client is spending the most time in the proposal.

The lack of integrations. As far as we have been able to utilize the Podio integration does a great job updating it's own app but as soon as you try to incorporate internal data it gets jumbled. The problem here is that it cannot auto relate to an existing project and a project must be created before we can set up the proposal (as we must work out the pricing before creating the proposal). It could really use a clean up on the integration bit.

It was really important when we were selecting proposal software to have integrations and the ability to allow the client to make choices that didn't require that we adjust the proposal. Proposify gave us both. We use Freshbooks for invoicing and Asana for project management and it integrates with both! (unfortunately Asana is via Zapier only). It also lets us give options in the proposal for the client to pick things like # of years of licensing or change the amount of deliverables to get the final price they need. This cuts down on back and forth emails that frees us up.

I would love to be able to pay for the service on a monthly basis instead of quarterly. Not that it really changes anything in the grand scheme of things but it lets me better track our finances.

You can make proposals with it. What else?

The customer service and the pricing. No thought goes into either of these things. Max 5 active proposals??? WHAT?!?! What does that even mean? It means they hold you hostage again in another way. I feel like Proposify have a gun pointed at me.

With proposify I can make professionally attractive proposal, can reuse parts of proposal this saves time. Other features which I like the most is that you can track status of proposal that it has been seen or not and you can set templates for follow ups also and three cheers for there support they do love there customers and try to help them .

except the pricing I don't feel they have anything to dislike

If bugs were fixed and the app was working properly it would be okay. I like that you are notified about proposals.

Slow, Buggy. Unable to search for contacts as it comes with a fault in the software. Unable to add duplicate contact emails. Website crashes often and not easy to edit templates.
With slow processing times you lose hours in your day regularly. Customer support cannot fix the problems in terms of optimising the software.

It really does have the features my business needs. Their poor support staff is trained to be super nice, but they can't help the fact that they work for a bad product.

It is the buggiest software I have ever used. We are working against deadlines and literally every time I have to create a proposal, it loses functionality. I literally can't make the most simple edits. It just freezes up or arbitrarily removes things. It's maddening.

Cheap.
Integrates with a lot of applications.
Relatively flexible design.
Mobile App is not bad.

- Everything is set in Northern Virginia, US time and all notifications, dashboard timing is our of your time and makes it very confusing to use for us to track when we sent a proposal and when the customer received reminders.
- The layout is very inconsistent and tables are constantly going over the text and images in PDF version when in the web version it was OK. And what you see in the system is different to what customer gets. Very frustrating. Especially with 2.0 version.
- Support is useless and in chat replies on the next day, best case scenario and their replies are shot and more designed to get you off their back not to provide the solutions.
- With version 2.0 our customers almost never serve the email and because it is sent via their server we could never track if the customer actually received it.
- No ability to track bounced proposals. Basically you have to run blind.
- CRM integration is horrible and creates a lot of duplicates in our CRM.