Proposify Reviews in July 2026: User Ratings, Pros & Cons

"Great timesaver"

What do you like best about Proposify? Easy to setup.I like the templates and how easy it is to change or modify. What do you dislike about Proposify? I would like to see more templates to choose from. What problems is Proposify solving and how is that benefiting you? I do not have to wait to get to my office to create my quotes.

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What do you like best about Proposify? The primary upside to using Proposify is the ability to leverage day-to-day Hubspot sales activity (i.e., new contact creation) to the proposal stage with immediacy. Moreover, the Proposify proposals that we send to clients ensure our organization differentiates itself from our competitors with a professional quality proposal. What do you dislike about Proposify? There are some minor challenges related to the editing process that does not work as ...

"Competitive Advantage!"

What do you like best about Proposify? We are able to include video content and interact with prospects like never before! A must have for any sales team wanting a competitive advantage from the very beginning! What do you dislike about Proposify? Nothing - so much functionality. I really enjoy the software. Recommendations to others considering Proposify: See comments above, a must have for any sales professional! What problems is Proposify solving and how is that benefiting you? Ability ...

"Love Proposify's Visibility"

What do you like best about Proposify? I love the real-time updates in Proposify, whereas I am able to have visibility on when a client views documents, as well as for analytics and data on the time spent in each section. This is invaluable information as I strategize on the best modes of communication to serve my clients. I also love the seamless integration with Hubspot as well. What do you dislike about Proposify? There are a few opportunities to provide more editing features within ...

"Perfect for a Consulting business"

What do you like best about Proposify? I love the ease of use from sidebar page arrangements, being able to duplicate proposals for new clients, and the esignature solution is easy. It's also very professional when sending to clients. What do you dislike about Proposify? When editing bulk content that spans multiple pages, there seems to be a bug that chops content in odd places rather than pushing to the next page. Extremely frustrating for the terms and conditions portion. What problems ...

"Easy way to stay informed on proposals!"

What do you like best about Proposify? I love the email updates of when a client has viewed the email, opened the proposal and signed! What do you dislike about Proposify? The process of syncing our spreadsheet to create the proposal What problems is Proposify solving and how is that benefiting you? The unknown factor of if a client has opened the document so I can best suite my follow-ups accordingly.

"Excellent Proposal Content Resource"

What do you like best about Proposify? Proposify has content that is easy to understand and connects with your audience. What do you dislike about Proposify? More templates for training workshop facilitator consultants Recommendations to others considering Proposify: Proposify is great for generating proposals and contracts! What problems is Proposify solving and how is that benefiting you? I am using Proposify to create content for contracts! It's a great tool which saves users lots of ...

"Quality tool that provides ease and professionalism"

What do you like best about Proposify? My team and I love the integration between Hubspot and Proposify because it allows us to link proposals, updates, contacts, and everything for tracking and communication purposes. We feel organized and better equipped when using Proposify. What do you dislike about Proposify? My team's biggest or most common feedback is that they wish we could download a word document in addition to pdf for redline, negotiation, etc. What problems is Proposify solving ...

"After the learning curve, lots of success"

What do you like best about Proposify? I like that I have numerous templates for my proposals and other canned content that I can inject in depending on my prospects' needs. Proposify keeps everything cohesive and easy to customize. I also like that clients aren't receiving a pdf but rather a much prettier and more interactive document that alerts me when it's viewed. What do you dislike about Proposify? There was a bit of a learning curve to get everything into Proposify. I still don't ...

"Proposify"

What do you like best about Proposify? I like how I can view every time the prospect views the proposal and how long they viewed it. The notifications I get when the proposal is viewed, i can call the prospect when they ae looking at it. What do you dislike about Proposify? Sometimes when I have multiple line items in the proposal, the system jams up a bit. But I can work through it. What problems is Proposify solving and how is that benefiting you? With our larger clients, the proposal ...