Proposify Reviews - Pros & Cons, Ratings & more

PandaDoc

Odoo 

QuoteWerks

Qwilr

Better Proposals

Cage

Proposify is a cloud-based proposal management solution that helps businesses streamline the sales process from conversation to close. The software provides professional branded proposals, quotes, and contracts that help businesses close deals faster. Its proposal automation feature allows users to create interactive quotes, legally binding e-signatures, and payments within the platform.

Proposify

Android

Linux

Web-based

Windows

iPhone

Digital Marketing Expert

I loved that it made proposals look more professional. The templates were a great start and the collaboration aspect was very useful.

Owner

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.

Managing Director

It's great to see a SaaS product backed up by brilliant and quick customer support. This is so rare these days.

Director

Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.

Benefits are definitely that we are now able to present a highly professional document to prospective clients every time. Love the ease of client access and delivery.

President

It has been a delight to switch to Proposify, because we get many new features that we did not get with Tinderbox/Octiv. Also, we rely heavily on the great Zapier integration that Proposify offers.

Co-Founder | Digital Marketing Strategist

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).

Principal

Love the ability to save snippets to reuse later. Videos in proposals are a game changer.

Social media marketing and design expert

My overall experience has remained quite pleasant till now the software has helped me become better at creating proposals for clients.

Hard to customize and make design changes. Inability to combine projects.

Client Success Director

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.

Branding , web dev

Love it , and I truly believe it’s worth the price I pay.

Honestly can't praise Proposify enough. The webapp runs really well, is very intuitive and straight forward.

The editor is good, lots of customization possible.

The tone of the guys is just awful. Max 5 active proposals at any one time.

CEO/Founder

There is really nothing in PandaDocs that is not in Proposify and frankly I got the hang of Proposify much quicker. Customer support is quick and very helpful.

CEO & Founder

My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed.

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

Docusign

Nusii

Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and I love the links to Infusionsoft and the ability to automate followup which were both missing in our previous software.

Love it.

Hi Susan, thanks for taking a moment to write a review of our software. Fantastic that Belt Creative helped you get started, and that your clients are impressed! That's really great feedback, and we're excited for you to continue seeing the benefits of Proposify. Definitely let us know your thoughts at the six-month and 12-month marks! Best of luck with any upcoming proposals, and happy closing!

I’d choose Proposify over many of the others out there in the marketplace since it has everything I need to create proposals and good looking ones that win clients for my company.

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

The right idea but the execution lacks

Very positive. My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed. An impressive feature is the ability to create dynamic proposals where clients can add on options and the total sum is adjusted accordingly. 

Helping automate my freelance business

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!

We love Proposify and recommend it to our clients. 

Great software helping our close rates.

Good to have depository of past proposals and duplicating is easy method to quickly get a new submission out the door; also like ability to pull up known contacts and companies.

Jamie Harvey w/ OMA Review

It has been a great experience! Love the platform

Proposify review

good, fast. sometimes it locks up and i need to reboot, but not often

proposify daily user

Proposify has been a great tool for our company.  It allows my team to send information in a clean, easy to read format that we didn't have previously

A Huge Help

It's good.  Easy to bring up won proposals, duplicate, modify and copy the link

Great Tracking of Proposals

To assist users in creating and sending proposals quickly, Proposify offers a large selection of pre-made templates.

Typically, users may track the effectiveness of their sales staff by receiving metrics from Proposify.

Just had the worst experience with this software. Terrible customer service. 😢 I was charged for a whole year renewal  ($500+) and reached out as soon as I saw it on my cc (2 days later). Their response was that I was in a contract. So now I guess I have another year of super buggy proposal software that I can’t use. 🙄 I would avoid the headache, bad software, bad service. 

Worst customer service 

Overall it WAS a great product. It's going through growing pains but they don't seem to be growing out of it anytime fast. The support is somewhat responsive although 9/10 I get a canned response that doesn't really answer my question. If you are using the exact same template over and over again with no changes then you will probably have no issues but if you build a custom proposal for your clients it will be a frustrating task. 

Great in concept but buggy as hell

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. 

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. 

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

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. 

Overall I like the tool, but it's a shame that there are a few obvious bugs that can cause frustration. Being able to approve proposals before they are sent is an essential feature and this handles it with some ease.

Lovely proposal tool, but could be better

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!

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


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

Could not be happier with our choice on using this software. 

Save time & win clients

Hi there,

Thanks for your review! So glad to hear that you're able to deliver high-quality proposals to your clients in less time using Proposify, and we're thrilled that you're also winning more deals! We appreciate your honest feedback, and we're excited to help you close more deals in the future. Best of luck with your upcoming proposals!

Clunky, difficult to use

Thank you taking the time to review Proposify!

We¿re always happy to receive feedback from our customers, especially those who have been with us for so long.

We¿re sorry to hear that formatting issues caused a time delay when getting your proposals out. That¿s no good, and definitely not the experience we want our customers to have. Proposify is here to save you time and help you close deals.

We¿d love to invite you to try out Proposify 2.0. With the updates we¿ve made to our editor, we¿re positive you¿ll have an exceptional experience. Our support team is here to help if you need any assistance when using the new editor, they can be reached at support@proposify.com. We¿re hopeful you¿ll give us another shot to help you win business.

Cheers!

We still use it today - we communicated heavily with the team on bugs. We have too much time invested with 10+ tempaltes and arfchive of proposals to make the move now.

Great Starter Proposal Software

Clean,Simple, Effective. 

Hi Michael, thanks for your review. We LOVE to hear that your proposals are giving you a leg up over your competition! That's such fantastic feedback and we definitely appreciate your comments. Happy closing!

Absolutely fantastic. A good example of how a good SaaS company should operate.

Easy to use, beautiful software and amazing customer support

Hi there! Thanks so much for taking the time to leave us a review. We're glad to read your feedback, and we're happy to hear how Proposify is helping you create impressive-looking proposals! Happy closing!

Hundreds of beautiful proposals and many customer compliments. 

I used Proposify for all company proposals for years 

Sleek and snappy proposals have never been easier

We use Proposify for all of our Quotes - we track won/lost and the electronic signature capability.

Proposify is essential!

Hi Martin, thanks for taking a moment to write a review of our software! Amazing to hear how Proposify is helping you effortlessly create professional-looking proposals in minimal time. We also appreciate your feedback; it helps us make Proposify an even more powerful tool. Happy closing!

It was meant to solve the problems we currently have like re-checking, updating the contracts for each client. But it seems nothing changed for better if not for worse. Even if you re-check, there is no 100% guarantee you've sent the proposal you initially wanted to send. 

Quite disappointed with the service

Hi Vitaliy, we're sorry to hear about your experience.  We'd love to chat further with you and hear your feedback in more detail. Could you please reach out to support@proposify.com? We definitely want to turn this around for you!

Dinos:                                                 Hello, my name is Dinos and I'm the president of Leading Web Studio LLC, and I run a website design management and development company, and I give Proposify a four out of five rating.
                                                       Before Proposify, I had been using the invoicing system that I have, which is FreshBooks, and they have a proposal feature in there that I had been using to some success. But Proposify has given me the flexibility that FreshBooks estimates feature did not, and that is working much better for me.
                                                       So I chose Proposify after trialing a number of different systems, including one that I had a free lifetime plan on for a number of years. I chose Proposify simply because the way the system works from the time you log in, to creating our proposal, creating proposal templates, it all works smoothly. I've never encountered any bugs in the user interface, in the sending of a proposal. In addition to that, the integrations are very nice with both Basecamp that I use religiously and also FreshBooks. And so just having those integrations that work, they work really well. And then last thing is they have the ability to choose a custom domain. So when potential clients of mine receive one of my proposals, they know it's coming from me because they have ... it's not coming from proposify.com or app.proposify.com, for example, it's coming from my own company domain, which helps build a lot of trust with my potential client.
                                                       In setting Proposify, they have a fairly smooth process where they walk you through, as a first time customer, what steps you need to take to send your first proposal. And it's very simple, the hardest part really has nothing to do with Proposify, it's really creating any new template language you need for all of your proposals. It's creating the steps within the system, but user interface makes it really easy. It's really inconsequential to set everything up for the first time. If you can run a business or talk to someone about selling one of your services for your company, it's really a no-brainer to set up. They make it easy and their support staff is really good and they get back to you pretty fast if you have any issues or questions, which I did once or twice, but it was just smooth and everything just worked. So it was kind of a joy to set up, which is becoming less rare in these days. So I found that very nice to have and just one of the reasons why I still use them.
                                                       In choosing a proposal management system for my company, one of the biggest recommendations I can give to another person or company looking for a system to sell proposals and their services and products to customers, is know what you want, know what features you want. There's a lot of different systems which have a lot of different functionality and a lot of them will have the same type of functionality, but the devil really is in the details, so you want to trial a bunch of different systems. And when your potential client sees your proposal, you want to have someone who's in your company who is acting as a test potential client, so you can do a test back and forth and see how the system works, and it's just very important, as you might guess, for a potential client to see professionalism and for the system to just present your company in the best light and the best way so that you can get that new business, they can sign on the dotted line and you can make all the money in the world that you want.
                                                       So just know that what you get out of the system is what you put into it. And so take that time, write a requirements document, even if it's five bullet points. Just have something and know what you're getting into. If you do all of that, you should be well versed and know what you are buying. So that's my recommendation.

Business Owner

Invaluable for getting more work in and winning proposals

John:                                                  Hi, my name's John. I'm the marketing director. I give Proposify five out of five. For more reviews like this, please click below. Before we had Proposify, we would write proposals on various different documents, like Word or Google Docs. We had to reinvent the wheel every time. We had to go back to tables. We had to look up things. Proposify keeps everything in one place, and lets you create proposals that win business.
                                                       We chose Proposify because there was a free version to trial. The costs are really low per month. Everything is stored on the Cloud, so we can access the proposals wherever we like. They've got the really, really good templates. It makes writing proposals for different types of activities really, really simple.
                                                       Getting started with Proposify is a dream. It's absolutely simple. All you do is go to proposify.com, log in, set up an account, and you're up and running because it's all online, and it's all on the web. It's dead simple to get implemented into your company.
                                                       If you are thinking of getting a proposal writing software or if you are writing multiple proposals every month and you need piece of software that can help you win more business, track more business... It'll even show you when somebody has read the proposal that you've written or which pages they've concentrated on. I would recommend Proposify, five out of five.

Proposify Reviews (2025)

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