Proposify Case Study


Proposal Software that Impresses Clients & Closes More Deals

4.55/5 (195 reviews)

Proposify use case: Erika Jones

Erika Jones

Verified Reviewer  
8th of August, 2016
Great for Service Based Companies

I love this product! Since we have started using Proposify our close rate has increased. The proposals are so easy to put together! When a client says "send me a proposal" I don't dread it anymore. The templates and drag and drop editor make it really quick, simple and professional looking. My only suggestion would be to integrate with some additional CRM programs. I do love that it integrates with Freshbooks, it makes getting paid for the proposal even easier! Great job, and I would recommend for any agency, or service based business.

Why did you end up selecting Proposify over other applications?

There really aren't any other options like Proposify. It really is in a class of its own.

What is your main use case with Proposify?

We send proposals for SEO, Website, Social media marketing, etc. It is very intuitive.

Give one example how Proposify has improved the way your organization functions

It is very easy to customize to each prospect and still produce a good looking, professional proposal. Since using proposify we have seen a 20% increase in business simply because we are closing more deals.

Time used

6-12 months

Frequency of use


Rating breakdown

Value for money
Ease of use
Customer support