Proposify

Create compelling proposals. Close with confidence.

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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Not sure about Proposify? Compare with a popular alternative

Proposify

4,5 (275)
VS.
Highly reviewed

Starting Price

US$49,00
month
US$10,00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

56
70

Integrations

19
No integrations found

Ease of Use

4,3 (275)
4,7 (8 530)

Value for Money

4,4 (275)
4,5 (8 530)

Customer Service

4,4 (275)
4,5 (8 530)
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Reviews

Overall rating

4,5 /5
(275)
Value for Money
4,4/5
Features
4,3/5
Ease of Use
4,3/5
Customer Support
4,4/5

Already have Proposify?

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

Showing 5 reviews of 275
Stephen
Stephen
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Changed how we run our business

Reviewed on 2016/09/29

We run a digital agency and one of the unfortunate side-effects of working in this sector or...

We run a digital agency and one of the unfortunate side-effects of working in this sector or frequent creation of proposal for quotes, tenders and responses. We got big enough a while ago that the time suck in creating these documents through Word and In Design meant that responding often wasn't worth the effort. Proposify changed all that.

Shane
Shane
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 6.0 /10

Integrations and Options

Reviewed on 2019/09/05

Utilizing Proposify has allowed us to speed up our project intake process getting more in the...

Utilizing Proposify has allowed us to speed up our project intake process getting more in the pipeline and spending time on things that make money instead of just busy work.

Pros

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.

Cons

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.

Alternatives Considered

Cage, PandaDoc and Qwilr

Switched From

PandaDoc

Response from Proposify Inc.

Hi Shane, thanks for taking a moment to leave us some feedback. We love hearing that Proposify helps free you up so you can tackle other (non-admin) tasks - because time is money, right? Best of luck with any upcoming proposals!

Sheldon
Sheldon
Overall rating
  • Industry: Biotechnology
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Littered with bugs that waste your time and make you look unprofessional

Reviewed on 2018/11/17

Used it for three years. Woulda switched a long time ago to anything else unfortunately not many...

Used it for three years. Woulda switched a long time ago to anything else unfortunately not many options existed. Today I am finally making the change. No software makes me as frustrated to use as proposify over the years. Sorry, it’s the truth.

Pros

Best option of a lot of bad options. Very versatile. Lots of features.

Cons

Lots of features but they don’t work well. Slow. Very glitchy. Buggy. Things randomly change and glitch all the time so if you make one change you can bet your entire document is now different and you have to recheck everything.

Response from Proposify Inc.

Hi Sheldon,

Thank you for taking the time to review. We always love to hear feedback from our clients, good or bad. It helps us improve Proposify and allows us insight into your needs as a user.

We're really sorry that you've been experiencing such difficulty, and we'd love a chance to help you get back to saving time and closing deals. If you'd like to give it another go, please contact [email protected]. We'll do our very best to help you get back on track.

Cheers.

Jeffrey
Jeffrey
Overall rating
  • Industry: Civic & Social Organization
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Improved my proposal process immensely

Reviewed on 2019/02/24

Proposify is improving my close rate of clients and speeding that process up. It is a more...

Proposify is improving my close rate of clients and speeding that process up. It is a more professional way of delivering work proposals than email attachments. It also give me more control of the sales process.

Pros

Proposify reduces the time of proposal delivery to clients and generates a higher rate of acceptance. My clients no longer have to print, sign, and then scan the proposal back to me. They can review and sign it electronically, and I can track when they both receive and review it. The proposals also have a very professional look to them, again giving credibility to my business.

Cons

I have found that the PDF downloads don't always match the screen view appearance of a document, and this has created some problems to clients who like to print out a copy of the proposal for review. The interface also is a little quirky at times, especially on my complex layouts (charts and graphs). I recommend using their templates or developing your own.

Response from Proposify Inc.

Thanks for leaving us a review - we¿re so glad to hear that Proposify has had such a positive effect on your proposal process.

We understand it can be frustrating when some items shift due to file compression when downloaded as a PDF. We recommend reaching out to Customer Support ([email protected]) as there are usually workarounds for this and they are super helpful at ensuring your proposals look exactly how you want them to.

Happy closing!

Brayan Agostinho
Brayan Agostinho
Overall rating
  • Company size: 501–1 000 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

excellent tool to create business proposals quickly and easily

Reviewed on 2018/05/21

Pros

Proposity is a way to deliver proposals more quickly and easily. It has a very comfortable interface where it offers us a large number of beautiful templates, very customizable when creating a proposal, where you can always go further with a proposal with this application.
Proposify allows you to work as a team in an organized way and where we can follow up on the ideal offers to be aware of the clients.
It contains a lot of documentation from your page and we can start a test for free.

Cons

It depends on where we use this application, it can be very slow and, sometimes, freeze.
At the time of developing a proposal, there may be difficult processes that are simple, such as copying and pasting a text

Showing 5 reviews of 275 Read all reviews

Proposify FAQs

Below are some frequently asked questions for Proposify.

Proposify offers the following pricing plans:

  • Starting from: US$49,00/month
  • Pricing model: Subscription
  • Free Trial: Available

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

Proposify has the following typical customers:

11–50, 51–200, 201–500, 501–1 000

Proposify supports the following languages:

English

Proposify supports the following devices:

Android (Mobile), iPhone (Mobile)

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

Proposify offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

Related categories

See all software categories found for Proposify.