Proposify Features

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.

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.

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!

Content Library, eSignatures, very customizable and easy to use.

Formatting and copying of tables is sometimes a nightmare. The word processing capabilities leaves a lot to be desired, especially since there doesn't appear to be a way to build hierarchical outlines. Content is not easily copy and pasted from one document to another.

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.

Proposify helps me a lot create beautifully looking proposals filled with images that make the mind enjoy the process of going through the proposal. The way it is structured out is something interesting about Proposify. It doesn't matter if you are writing your first proposal as much as you follow their guidelines, you'll create the type of proposal that helps you win the contract. I also love the tracking attached to the process after you've sent out the proposal.

They prefer you and the person reading the proposal to read it online. If you download the proposal in PDF, it loses the sweet feel it has online.

Hi Samuel! Thanks for taking the time to write a review for Proposify. We're glad to hear we're helping you create beautiful proposals that are winning you more deals. Best of luck with any upcoming proposals, and happy closing!

Great design Saves a hours in preparing proposals Use of templates you can change or design your own Use of text blocks Time the customer spend viewing the proposal Email alert the proposal is opened Great support Princing

should have used this years ago, would have saved us a lot of time and money...

Even if you do not have any previous sales experience or if you are a new entrepreneur trying to get its word out, this software will allow you to submit a kick-ass presentation, in addition to instructing you what information should be included in the next ones.

Some of the template tools are not customizable and you cannot choose -for example- a different set of fonts from those that were provided. Also, for a marketing team, it is not possible to include more users or collaborators in one file.

20 page proposals in less then an hour of time Easy acceptance for client Can integrate with our accounting software and our CRM

Sometime Proposify doesn't work right if you have certain extensions open in Chromecast. The one that comes to mind is Grammarly and it specifically gets buggy around the fee tables. Also, building out your original proposal can be daunting if you don't know how to use the program, but you'll get the hang of it.

I love the ability to create proposal templates so that sales teams can create sales quotes quickly and easily. The ability to provide a review step is also key to quality control, and we use this all the time. Being able to see when a client has opened and viewed the proposal is also fantastic.

It can be a little buggy at times - we have multiple teams set up in the tool, but some staff work across the teams. This causes issues with Proposify, especially when reviewing proposals as clicking on the links in emails will ask you to sign in, but won't actually take you to the proposal. Even if you are logged in, it won't do this. I contacted support and they said it was down to the team settings and to create multiple user accounts for people who needed to be cross-team - this was silly as the pipeline feature would then break. The editor in the tool can also be a pain to work with - it's very clunky in parts and adding simple tables can be an infuriating experience.

Hi there, thanks for taking the time to leave us a review. We're happy to hear that Proposify is helping your sales team is streamline their proposal process, and that the client insights is a valuable tool for your team! We appreciate your feedback - our Development team is always working to improve the user experience and we welcome your comments. It helps us make Proposify even better! Thanks for choosing Proposify, and happy closing!

Want to create quick, professional-looking proposals? Look no more! Our company has been extremely satisfied with Proposify. It has condensed what used to be long hours of tedious work, into few. The Tall plan is great for small companies; under this plan you can have up to 5 active proposals and can easily export PDF versions of proposals at any time. The ability to see when the client has opened...

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When two or more people are trying to make edits to the same proposal simultaneously, edits and updates do not always save correctly.

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.

When I sent out a proposal before, it was a Word doc with my logo that I saved as a PDF. It was one to two pages with a single fee listed. It worked, but it wasn't pretty. Enter Proposify, which makes my proposals shine! I was able to adjust the template to tailor it to my brand, including photos, colors, and more. I have created several standard pages to include in every proposal as well as different fee tables so that generating proposals has gone so much faster. Proposify is easy to use, and the training webinars were incredibly helpful. I absolutely love it!

As I was adjusting the template, a few things haven't been exactly intuitive. But the training webinars, FAQs and documentation, and support staff are amazing.

Hi Andi, Thanks for taking the time to write a review. We're so happy to hear that Proposify has streamlined your proposal process, and that our Knowledge Base and training webinars have been helpful for you! When it comes to the editor, we're always working to improve the user experience, so we appreciate your feedback. It helps us make Proposify an even more powerful tool. Keep being a rock star, and happy closing!

The software helps you to create great-looking proposals and keep things in your sales funnel organized. It is also nice that you can track when someone has opened your email/proposal and how long they have viewed different sections, which greatly helps during sales follow-ups.

Glitches. I've used this software for a couple years and I do find that it does glitch out quite frequently. The text formatting changes when you writing text and then it goes to the next page. The worst experience was when I lost hours worth of work for a big proposal (and it didn't autosave), making for a sleepless night.

Hi there, thanks for taking a moment to leave us a review. We appreciate your feedback! It helps us improve Proposify and create an even more powerful tool for you and your business. Happy closing!

I've used several on line proposal and contract processes. Proposify is easy on the sellers end to build a library of individual sales experiences and super easy on the buyers end to sign a contract for services. The elimination of roadblocks in converting sales is every sales directors dream. Having it be easy for sales - is every sales persons dream.

My biggest roadblock is my email with the link to the proposal often goes into the customers Spam folder. This isn't Proposifys fault. Most email security will filter out a linked email. I have turned this into an "opportunity" for another contact with my customer. A "follow up" helpful email letting them know I've sent the proposal and to check their spam folder if they haven't seen it.

What I really like about Proposify is the fact that they have a large variety of proposal templates and you can choose the best one according to your needs.

I don’t like how they don’t offer you a free trial like most other similar softwares do and it would be great if users had a chance to test the software before paying for it

Hi Ahmed, thanks for taking the time to leave this review. While we don't offer a freemium pricing tier, we do offer a 14-day free trial to give you a chance to try out our software before you decide whether it's the right tool for you. We appreciate your feedback and wish you the best of luck on any upcoming proposals!

* The software is good but the people with Proposify are GREAT!!! 1. Having multiple types of proposals for different types of clients. 2. Being able to put videos in the proposals. 3. Cost-effective.

Sometimes it can be glitchy. Adding another contact to an existing account can be very challenging.

Hi Vince, thanks for your review. We're so happy to hear your kind words about our team! It's truly our pleasure to help you close more deals and streamline your proposal process. Happy closing!

-present a fantastic proposal every time -metrics, you can follow what’s going on with your proposal -value for money

- I would like the opportunity to export a .csv into the costing table, we currently double handle our data

Hi Adrian, thanks for leaving us your feedback. We're so happy to hear that Proposify has made proposal writing fun! We'll also share your suggestions with our team. Happy closing!

Proposify was a sturdy enough option for several years. It has a lot of name recognition and there are a decent number of features.

This is an out-dated, clunky, and buggy software that was wildly frustrating to use. I used it only because I hadn't tried another option. There would often be glitches in which I could not use the spacebar when typing (tried on multiple computers, it was the software). It took me at least 10-times as long to create a proposal, even using templates, than my current software.

Hi Ryan, We're sorry to hear you had trouble in-app and thanks for providing us with this feedback, we will forward your comments to our product specialists to ensure this issue doesn't not persist. We wish you the best moving forward Ryan!

I love how it streamlines our proposal presentation to clients. We are able to quickly produce proposals that look beautiful and help us close... when there are no changes needed to be made to the template.

In seems that over the past few years the dev consistency has gone down a lot. There are a lot of feature updates but more and more bugs. Simple things that should be flushed out before deployment are not being done and this has been something I have seen for over a year and a half. The biggest issue so far has been pricing tables. You're prompted to update to the new tables but it never works. Support...

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Hi Catalina! Thanks for leaving your review. Feedback like yours helps us get better! Customizing templates can sometimes be challenging. We now offer a custom template service, where our designers work with clients to create dream proposal templates! We also offer consultations to help our customers build better custom templates. Please let us know if these services are right for you and your team. We have received customer feedback about the pricing tables and have launched an internal team to focus on improving this experience. Our VP of Product would like to hear more about your experience, to help improve the overall product and your direct experience with Proposify. If you're interested, please reply to this thread and we will get you in touch.

our favourite feature; huge time savings. If anybody's ever done proposals on Word or Excel; it’s head wreck. Proposify is great because there's beautiful templates there ready to go, it saves you a ton of time and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing. The other top features are that there's a super easy...

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the startup integration is cool but we'd like to see a little bit more love in that space. So once the Stripe payment is taken could the clients get a receipt? That might be helpful, we have to go and actually manually create that in Quickbooks, so it's a little bit of love required on that, I think it was more of an after fact for them and they've just left it to Stripe to kind of manage it.

Hi Aislinn, Thanks for taking the time to leave us a review. We do have an article in our Knowledge Base that walks you through how to send your client a receipt from a Stripe transaction via the payment dashboard, if you'd like to reduce the time spent manually entering the information into Quickbooks - http://support.proposify.com/api-and-integrations/invoicing-and-billing/stripe. That being said, we appreciate your feedback - our Development team is always working on improving the user experience, and your comments are helpful for future updates! Best of luck with your upcoming proposals, and happy closing!

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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!

Because it sends drafts and can have automatic reminder emails, there is reciprocal communication between both sides of the draft that you can have: clients have the ability to write reciprocal notes. It just makes everything very seamless and integrates with most of your customer relationship management programs. There are wonderful, stealthy measurement methods that we love. On your smartphone, you'll...

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The initial onboarding is wonderful, however, a little more love should be shown there. After payment has been made with Stripe, could clients receive a receipt? This could be helpful, since by this time we have to do it by hand in QuickBooks.

I save all my different versions of proposals and can mix and match different sections as needed for each client. Helps to have a library of sections, different contracts, etc. The delivery, editing, and signing is all in one place. It sends us both a PDF version with signatures to file after closing. Uses great code snippets to automatically fill in the client name, the cost, etc to make each one somewhat custom. I get notified in my email when my prospect views the proposal (which is exciting). It looks a lot more professional when they get the nice designed email with a button to click and the proposal deck is laid out with a nav bar. Takes you from minor leagues (with silly word docs or PDF attachments) to big leagues, especially as a digital agency.

It's definitely not a design tool so I have a hard time getting the layout and design of the proposal to look the way I want. It's fairly limited in what it can do in that respect so we build pieces (images) offline and then paste the image into the proposal sometimes. Otherwise, for what it is, it's pretty good at helping me put together a good looking proposal. It's just not an Adobe product or anything. The way content pieces in the library are saved and edited is somewhat confusing and I've struggled to replace everything after deleting templates and then losing content pieces.

Integrations. Looks. Functionality. User Friendliness.

Pricing but it's not too bad.

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.