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Proposify

4.5
(274)

Write a review

Say goodbye to proposal chaos forever.

(66)

Proposify Pricing, Features, Reviews and Alternatives

Proposify FAQs

Q. What type of pricing plans does Proposify offer?

Proposify has the following pricing plans:
Starting from: $49.00/month
Pricing model: Subscription
Free Trial: Available

These products have better value for money


Q. Who are the typical users of Proposify?

Proposify has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Small Business


Q. What languages does Proposify support?

Proposify supports the following languages:
English


Q. Does Proposify support mobile devices?

Proposify supports the following devices:
Android, iPhone


Q. Does Proposify offer an API?

Yes, Proposify has an API available for use.


Q. What other apps does Proposify integrate with?

Proposify integrates with the following applications:
Insightly, Zapier, QuickBooks Online Advanced, Zoho Books, Pipedrive, FreshBooks, Drift, Stripe, Harvest, Basecamp, Olark, Highrise, Keap, Vidyard, Podio, Salesforce Platform, Xero, HubSpot CRM, Intercom


Q. What level of support does Proposify offer?

Proposify offers the following support options:
Email/Help Desk, Chat, FAQs/Forum, Knowledge Base

Proposify product overview

Price starts from

49

/user

Per month

What is Proposify?

Proposify is the online proposal software for SMBs that gives control and visibility into the most important stage of your sales process. From deal design to sign-off, get the confidence and flexibility to manage and close all your quotes, contracts, and proposals.

Key benefits of using 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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Chat
FAQs/Forum
Knowledge Base

Training options

Videos
Webinars
Documentation
Live Online

Not sure about Proposify? Compare it with a popular alternative

Starting from

49

/user

Per month

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Pricing range

Starting from

19

Per month

Flat Rate

Free plan
Free trial
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Why am I seeing this?

Proposify pricing information

Value for money

4.4

/5

274

Starting from

49

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Proposify features

Functionality

4.3

/5

274

Total features

56

8 categories

Most valued features by users

Third Party Integrations
Activity Dashboard
Contact Management
Reporting & Statistics
API
Reporting/Analytics
Alerts/Notifications
CRM

Functionality contenders

Proposify users reviews

Overall Rating

4.5

/5

274

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.7/10
Rating distribution

5

4

3

2

1

178

64

19

5

8

Pros
I loved that it made proposals look more professional. The templates were a great start and the collaboration aspect was very useful.
The best feature are the templates for various industry. I use this soft and I recommended to many of my clients as it helps create great looking proposals, keeps track of your sales funnels.
It's great to see a SaaS product backed up by brilliant and quick customer support. This is so rare these days.
Cons
Hard to customize and make design changes. Inability to combine projects.
Deleting the final page in a section for example is not allowed, so you have to add a new page and then delete. Additionally, some of the button labels can be confusing at first.
The tone of the guys is just awful. Max 5 active proposals at any one time.

Overall rating contenders

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Dinos P.

President

Marketing and Advertising, self-employed

Review source

Overall Rating

Churning out proposals faster than typing “lets send them a proposal”…

Reviewed 10 months ago

Transcript

Dinos: Hello, my name is Dinos and I'm the president of Leading Web Studio LLC, and I run a website design...

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John C.

Business Owner

Internet, 1-10 employees

Review source

Overall Rating

Invaluable for getting more work in and winning proposals

Reviewed 2 years ago

Transcript

John: Hi, my name's John. I'm the marketing director. I give Proposify five out of five. For more reviews...

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Brayan Agostinho D.

501-1,000 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

excellent tool to create business proposals quickly and easily

Reviewed 6 years ago
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

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Shane S.

Real Estate, 1-10 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Integrations and Options

Reviewed 4 years ago

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.

Vendor response

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!

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Sheldon Z.

Biotechnology, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

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

Reviewed 5 years ago

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.

Vendor response

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 support@proposify.com. We'll do our very best to help you get back on track. Cheers.

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Jeffrey H.

Civic & Social Organization, 11-50 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Improved my proposal process immensely

Reviewed 5 years ago

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.

Vendor response

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 (support@proposify.com) 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!

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EBIN E.

Human Resources, 11-50 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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One of the best tool to make your proposals more easily and effectively

Reviewed 5 years ago

We can now track our proposals in time and followup with them such that the chance of getting them cold is very low. Proposify helps us to maintain a strong communication with the client and thereby generating more sales.

Pros

The best part about Proposify is that there is no need to search for templates on the internet that match your proposals, it has al the needy templates on the system. While selecting the proposal type the template design gets added automatically thus saving much time. We are also interested to see that a lot of third party integrations can be done on this tool like adding in Zoho platform etc. The major use case that we can see is the ease of creating a proposal and have the follow up done. Really a great tool to work with.

Cons

The major issue is that the pricing and the feature set is limited, saying we cant add more images to the layout like we had done on MS word. Please cleat this issues asap.

Vendor response

Hi Ebin, Thanks for leaving us a review. It's great to hear that you're making use of the template gallery and the available integrations! You should be able to add as many images as you want to your proposals (keeping in mind file size restrictions). If you have issues adding images to your proposals or want to clarify the maximum file sizes, be sure to reach out to our Support team in-app or via email (support@proposify.com). They'll be happy to assist you and make sure your proposals are looking exactly how you want them to! Happy closing!

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