Proposify Features

Proposify

Proposal Software that Impresses Clients & Closes More Deals

4.57/5 (236 reviews)

Proposify Feature Summary

  • Powerful Custom Design Editing in the Cloud
  • Drag and Drop Content Sections
  • CRM Integration
  • Embedded Videos within the Proposal
  • Freshbooks Integration
  • Send Client Proposals thru the Browser to a branded landing
  • Download hi-res PDF
  • Sales Metrics
  • Digital Signatures
  • Team Collaboration
  • Version Control
  • Pre-populated Industry Templates
  • Professionally Written Content
  • Extremely Responsive Customer Support
  • Content Library
  • Teams and Permissions
  • Customizable Templates
  • WYSIWYG Editor

Sales Feature Comparison

Most popular features of all Sales apps

API (153 other apps)
Activity Dashboard (102 other apps)
Activity Tracking (64 other apps)
Automatic Notifications (56 other apps)
CRM Integration (129 other apps)
Collaboration Tools (56 other apps)
Contact Database (64 other apps)
Contact Management (60 other apps)
Customizable Templates (57 other apps)
Data Import/Export (57 other apps)
Email Integration (53 other apps)
Lead Capture (49 other apps)
Lead Management (61 other apps)
Real Time Data (60 other apps)
Reporting & Statistics (60 other apps)
Sales Analytics (62 other apps)
Sales Reporting (60 other apps)
Sales Tracking (52 other apps)
Search Functionality (71 other apps)
Third Party Integration (92 other apps)

Competitor Feature Comparison

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Mobile apps

iOS App


58 reviews

See all iPhone Apps

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


27 reviews

See all Android Apps

Proposify Feature Reviews

25 reviewers had the following to say about Proposify's features:

EBIN ELIAS

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

2019-04-06

Proposify helps us to maintain a strong communication with the client and thereby generating more sales.

Pros

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Pitch Perfect Proposal Software


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!

Read more
Matthew Niederberger

Helping automate my freelance business

2019-09-18

An impressive feature is the ability to create dynamic proposals where clients can add on options and the total sum is adjusted accordingly.

Pros

Even better is the seemless integrations with Harvest, creating an invoice from a proposal when it is signed, and importing contacts from Harvest.

Cons

No integration with Asana to create a project within a team upon signing, but this might be (too) nice to have :) No integration either with a tool like PieSync to import contacts in general.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniel Massimino

Great Product, Great Value

2017-03-23

Proposify has been an amazing asset to streamlining our inbound sales funnel for new clients.

Pros

Ease of use Initial Setup time Native iOS app Analytics Price

Cons

Lack of integrations with other softwares Functionality of creating templates Limited template options

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ian Copenhaver

Awesome Templates. Limited Updates

2018-10-03

A wide variety of pre-built templates. Can't beat pricing.

Pros

Simplified Sales process!

Cons

Once you have a template created, there are CRMs out there that can automate everything proposify does with more bells and whistles.

Rating breakdown

Ease of use
Features

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Digital Strategy Manager (Marketing and Advertising company, 11-50 employees)
Verified Reviewer

Highly recommended for proposal management

2016-11-25

We use and have recommended Propsify to numerous contacts Proposify is an outstanding, cost effective proposal management and sales tool which enables us to not only create quality proposals easily, but to also keep track of our sales pipeline and view history.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Nick Dorogavtsev

Very poor quality product, Poor integrations, Poor proposal layouts that are inconsistent

2018-06-21

Cheap.

Pros

Relatively flexible design. Mobile App is not bad.

Cons

Basically you have to run blind. - CRM integration is horrible and creates a lot of duplicates in our CRM.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Dustin Overbeck

Easy to make fantastic proposals

2016-11-30

Also, we rely heavily on the great Zapier integration that Proposify offers.

Pros

Fantastic looking proposals. Easy to design.

Cons

We have a long sales cycle and it could be months before we find that a proposal is accepted or declined, which means that Proposify could be too costly for companies that have a long sales cycle.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Proposify

The support has been pretty good so far.

Source: Capterra
Helpful?   Yes   No
Read more
Jo Lynn Barnicoat

Easy, user friendly, and simplifies the most important part of the sales process - the close!

2017-04-29

Pros

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.

Cons

I have turned this into an "opportunity" for another contact with my customer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 11-50 employees)

Lovely proposal tool, but could be better

2019-04-09

Being able to approve proposals before they are sent is an essential feature and this handles it with some ease.

Pros

I love the ability to create proposal templates so that sales teams can create sales quotes quickly and easily.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Pitch Perfect Proposal Software


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!

Read more
Trey Gafford

Being able to track proposal views and downloads gives our sales people valuable insights.

2017-06-11

Pros

And the API integration to our deal system, Pipedrive, is really awesome.

Cons

The limited number of prebuilt proposal templates is kind of a bummer but, like I said before you can create your own and save those as templates.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Pitch Perfect Proposal Software


Hi Trey!

Thanks for leaving the review! Glad to see that you are getting real value out of Proposify. If you have any questions about getting your custom domain set up. Please let our awesome support team at support@proposify.biz know, and they can help you get that set up! We are continually working on and adding new proposal templates, and you should see some new ones announced soon.

Thank you again for the review, and keep on closing!

Read more
Jason Cooke

A++ Can't Say Enough Good About Proposify

2016-11-02

It took some time to set up with my own branding, templates, etc.

Pros

Templates, Auto-fill tags, Reports, E-sign feature, downloads, love it all.

Cons

Copy & paste, and spacing can be a little difficult to predict at times, but it's easy to learn the quirks and still get through everything just fine.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alex Hemker

Verified Reviewer

One of the Best Proposal Software Products!

2016-10-03

Proposify helps myself and my sales team build proposals that we can make minor edits and have a complete, custom proposal daily!

Pros

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

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Dan Chilton

Great System = Great Results

2016-10-12

As a business we like that it is highly customizable from both a branding and content perspective, and have also grown accustomed to its reliability.

Pros

Customization that is available and the ability to track metrics.

Cons

Some might be hesitant to allow a 3rd party system to understand it's sales funnel, pricing, proposal content, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
James Giffin

Verified Reviewer

Great Proposal Software

2016-09-27

They have a number of materials and templates to get you started and its easy to upload your own materials and incorporate them.

Pros

-Fast customer service for questions or troubles -Great looking proposals -Easy integration of materials

Cons

-Freelancer package is only one user, would be awesome to have a guest pass or something to allow a collaborator to log in and comment. For example if one contract is in pitched with a co-project manager

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10

Recommendations to others considering Proposify

Take a look at the proposals in churns out. Not hard to make something look really awesome.

Source: GetApp
Helpful?   Yes   No
Read more
Ernst Wallinga

Verified Reviewer

Geweldige software (NL) / A true winner !

2016-10-06

It saves us a lot of time and our customers are flabbergasted with the design and our offering.

Pros

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

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering Proposify

Use it! Even better: find yourself a good marketing/sales agency to help you find the sweet spots in your proposition, let them craft the texts of your baseline proposals and let them design your own templates. Guaranteed you'll win more business. So what are you waiting for? And if you happend to be based in The Netherlands, don't look any further but call us :)

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

A good robust proposal tool

2018-05-14

Pros

The templates are highly customizable and easy to create.

Cons

It would be good for someone in a sales position solely, but as a small business owner, I found it to be a lot of additional work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
Mustafa Dalc¿

Great Product

2016-12-26

We are waiting for API for next steps :))

Pros

Templates Great Customer Service Zapier Integration

Cons

Lack of API LAck of Gantt Chart

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Slocumb

Excellent Proposal Software

2017-01-04

Our agency had used QuoteRoller for years and this is a far superior proposal development application. The graphical layout features are excellent in showcasing our work.

Pros

Functionality, usability

Cons

It doesn't handle large CRM databases well at this time (10K contacts).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Richard Lloyd-Roberts

Great for the busy executive

2018-11-27

We have made lots of sales based on this.

Pros

Can make attractive templates. Automates the proposal process.

Cons

Nothing. It’s perfect the way it is. Makes great products.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Hood

Perfect Tool for Capturing More Business

2019-08-17

Pros

Clients love being able to review and sign proposals online, and I love the notifications and analytics behind the proposals.

Cons

There are some features that could use a little work, like importing company names from Hubspot, syncing changes between systems, and using custom/calculated variables in the proposals.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Pitch Perfect Proposal Software


Hi Chris, thanks for providing your feedback. We're glad to hear your clients are loving the ease of signing online! We've also passed your info along to our Product team and they'll reach out to you if there are any opportunities available. Best of luck with any upcoming proposals, and happy closing!

Read more
Jeffrey Hensley, CFRE

Improved my proposal process immensely

2019-02-24

It also give me more control of the sales process.

Pros

They can review and sign it electronically, and I can track when they both receive and review it.

Cons

I recommend using their templates or developing your own.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Pitch Perfect Proposal Software


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!

Read more
Leslie Godshall

definitely increased our close rate!

2016-11-10

The quality of proposals my company can generate is excellent, and the templates have helped us create first class proposals that our clients actually enjoy reading, Clients love the digital signature, and we love being able to see real-time activity regarding how the client is viewing each section of the job estimate.

Cons

There are some non-intuitive UX/UI elements, and no live tech support.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Adam Lacey

The best way to present proposals to clients!

2016-12-03

Proposify gives a decent depth of analytics on user behavior from the moment they open your proposal.

Pros

Looks. Functionality. User Friendliness.

Cons

Pricing but it's not too bad.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Shane Stiles

Integrations and Options

2019-09-05

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

We use Freshbooks for invoicing and Asana for project management and it integrates with both!

Cons

Not that it really changes anything in the grand scheme of things but it lets me better track our finances.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Pitch Perfect Proposal Software


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!

Read more
Anonymous
(Logistics and Supply Chain company, 11-50 employees)

Proposify for small business sales proposals

2018-10-02

Pros

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more