Proposify Features

Proposify

Proposal software for modern sales teams and professionals.

4.48/5 (258 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Audit Trail
Automatic Formatting
CRM
Cataloging/Categorization
Chat/Messaging
Client Portal
Collaboration Tools
Configurable Workflow
Contact Management
Content Delivery
Content Library
Content Management
Contract/License Management
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Digital Signature
Discount Management
Document Automation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
For Sales Teams/Organizations
Knowledge Base Management
Pipeline Management
Pre-built Templates
Price and Cost Calculations
Pricing Management
Process/Workflow Automation
Product Catalog
Product Configurator
Progress Tracking
Proposal Generation
Proposal Management
Quotes/Estimates
RFP Creation
Real Time Data
Real Time Notifications
Reminders
Reporting & Statistics
Reporting/Analytics
Search/Filter
Specialty Contracts
Status Tracking
Team Collaboration
Template Management
Templates
Third Party Integrations
Version Control
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Audit Trail
Automatic Formatting
CRM
Cataloging/Categorization
Chat/Messaging
Client Portal
Collaboration Tools
Configurable Workflow
Contact Management
Content Delivery
Content Library
Content Management
Contract/License Management
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Digital Signature
Discount Management
Document Automation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
For Sales Teams/Organizations
Knowledge Base Management
Pipeline Management
Pre-built Templates
Price and Cost Calculations
Pricing Management
Process/Workflow Automation
Product Catalog
Product Configurator
Progress Tracking
Proposal Generation
Proposal Management
Quotes/Estimates
RFP Creation
Real Time Data
Real Time Notifications
Reminders
Reporting & Statistics
Reporting/Analytics
Search/Filter
Specialty Contracts
Status Tracking
Team Collaboration
Template Management
Templates
Third Party Integrations
Version Control
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Audit Trail
Automatic Formatting
CRM
Cataloging/Categorization
Chat/Messaging
Client Portal
Collaboration Tools
Configurable Workflow
Contact Management
Content Delivery
Content Library
Content Management
Contract/License Management
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Digital Signature
Discount Management
Document Automation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
For Sales Teams/Organizations
Knowledge Base Management
Pipeline Management
Pre-built Templates
Price and Cost Calculations
Pricing Management
Process/Workflow Automation
Product Catalog
Product Configurator
Progress Tracking
Proposal Generation
Proposal Management
Quotes/Estimates
RFP Creation
Real Time Data
Real Time Notifications
Reminders
Reporting & Statistics
Reporting/Analytics
Search/Filter
Specialty Contracts
Status Tracking
Team Collaboration
Template Management
Templates
Third Party Integrations
Version Control
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


81 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


43 reviews

Proposify Feature Reviews

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

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
Jason C.

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
Matthew N.

Verified Reviewer

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

Response from Pitch Perfect Proposal Software


Hi Matthew, thanks for leaving us a review. So great to hear how Proposify is helping you create dynamic sales docs! We also appreciate your integration feedbackwe'll share it with our team. Happy closing!

Read more
Gina M.

It’s fine

2019-01-27

Pros

I think that there is asset management and you can create templates that are easily reusable

Cons

I dislike the inability to change font styles within each new project, and adjusting the size of assets and text boxes are difficult

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Dan C.

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. The metrics available within the system grant us the ability track how our proposals are being viewed and consumed, allowing us to know which clients have reviewed our proposal as well as identify and understand where to adjust overall proposal content.

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
EBIN E.

Verified Reviewer

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
Mark L.

Life Changing, I know it sounds dramatic. I used to take hours on proposals, now it's only minutes.

2017-06-24

What used to take hours, now takes minutes. I've been able to close more business and focus on more strategic outcomes for my company. I couldn't ask for more than that.

Pros

I love the autonomy it has provided us by leveraging their internal doc metrics, pipeline assessment, electronic signature, pre-existing templates, and custom library for all of our needs.

Cons

Some of the UI/UX workflow when maneuvering through your proposal templates and library could be more intuitive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nora E.

Verified Reviewer

Great Alternative to Bidsketch

2016-09-27

I really like how it integrates with our Project Management System (Podio) and Quickbooks.

Pros

Great Integration and you can print the proposals out and get them signed.

Cons

When I push the proposal to Quickbooks it classifies everything as service, so I have to go in and manually change it to its classification (design, social media, web development etc.)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Proposify

Fix my cons :-)

Source: GetApp
Helpful?   Yes   No
Read more
Nick D.

Verified Reviewer

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
Anonymous
A verified reviewer
Verified Reviewer

Great Professional Looking Proposals

2018-03-01

Helps me close deals!

Pros

-Looks great to clients, they are always impressed -The analytics on view time/pages is super interesting/helpful when closing a deal -The pipeline visualization is nice

Cons

-Not easy to set up and design proposals, they have their own WSWYG interface so hard to copy and paste in info from other documents and keep formatting

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Renewables & Environment company, 51-200 employees)
Verified Reviewer

If you churn out mountains of proposals, this one is for you!

2018-12-16

If you are in the creative space and you have a need to remain fresh as you send out those proposals, don't hesitate, grab proposify

Pros

The added capability to send email notifications as soon as prospects view proposals is also a game changer for me.

Cons

Another pain is that Collaboration as a team is a nightmare as it keeps overwriting changes made by others and omits some other changes or edits, then there is the dreaded formatting buttons that seem to take a life of their own when used.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Alizah E.

Easy to use very flexible design

2017-10-07

Quick sign offs in proposals

Pros

Great template to choose from too.

Cons

Would like more reporting features

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

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

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 C.

Verified Reviewer

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
James G.

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
Shane S.

Verified Reviewer

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
(Computer Software company, 11-50 employees)
Verified Reviewer

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

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
Chris H.

Verified Reviewer

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
Chris S.

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
Ernst W.

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
Leslie G.

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
Mustafa D.

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
Anonymous
(Marketing and Advertising company, 1-10 employees)
Verified Reviewer

So many great integrations

2021-05-06

It really delivers and gives us consistency across all sales documents.

Pros

Proposify integrates with a ton of other solutions we already have in place, such as Salesforce.

Cons

There aren't as many templates as I would like so I could really design and customize.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Proposify Inc.


Thanks for your feedback.

If you're interested in branded customized templates you should check out our Professional Service options.

https://www.proposify.com/proposal-software-for-professional-services

We appreciate your support & thanks again.

Read more
Adrian W.

Makes proposal writing fun!

2019-08-24

After trialling the competition of this product, proposify is a standout

Pros

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

Cons

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

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

Response from Pitch Perfect Proposal Software


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!

Read more
Anonymous
A verified reviewer
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