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FreshBooks is accounting software that makes running your small business easy, fast and secure. Spend less time on accounting...
Proposify helps SMB sales teams upgrade their proposal workflows. With Proposify, teams create, send, track, and e-sign winning...
Starting from
6
Per month
Starting from
49
/user
Per month
4.5
3.7K
2,196
1,264
238
41
30
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James L.
Marketing and Advertising, 1-10 employees
Used daily for 6-12 months
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Easier to get proposals out quickly.
It's easy to use and integrate with Freshbooks and other software apps. I enjoy that there is multiple customizable templates already ready to go.
No cons were added to this review
Shane S.
Verified reviewer
Real Estate, 1-10 employees
Used weekly for less than 6 months
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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.
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.
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!
Erika J.
Verified reviewer
Marketing and Advertising, 1-10 employees
Used weekly for 6-12 months
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I love this product! Since we have started using Proposify our close rate has increased. The proposals are so easy to put together! When a client says "send me a proposal" I don't dread it anymore. The templates and drag and drop editor make it really quick, simple and professional looking. My only suggestion would be to integrate with some additional CRM programs. I do love that it integrates with Freshbooks, it makes getting paid for the proposal even easier! Great job, and I would recommend for any agency, or service based business.
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