Proposify Reviews in May 2025: User Ratings, Pros & Cons

"Smooth and easy"

What do you like best about Proposify? Transparency at every stage with all Proposify team members made it a straightforward decision. What do you dislike about Proposify? Time zones for meetings make it a little difficult to along calendars and appointments. What problems is Proposify solving and how is that benefiting you? Improve processes to become more efficent/professional in completing our sales process.

"A Clean User Experience"

What do you like best about Proposify? We thoroughly enjoy being able to seamlessly create a modern proposal-signing experience. What do you dislike about Proposify? Some of the content formattings can be, at times, troublesome. What problems is Proposify solving and how is that benefiting you? We are solving a clunky proposal authorization process in a digital age and industry.

"Easy to use with beautiful templates"

What do you like best about Proposify? I did not have to update the design of the templates - such as fonts, margins, and general layout - so much anymore, because they were already quite ready for use. What do you dislike about Proposify? The interface for updating the design is a bit slow to load. However, that is acceptable to me, considering that the tool saved me a lot of time. Recommendations to others considering Proposify: Check to see if you can use any of the document templates ...

"Automation Sells Products"

What do you like best about Proposify? Proposify is very user friendly and provides professional proposals. My proposals are constantly changing based on my client. Proposify allows me to automate the process with the CRM that I use. Thus, making it seemless to create a new proposal in seconds. What do you dislike about Proposify? I do not like how you can't delete proposals What problems is Proposify solving and how is that benefiting you? Proposify allows me to handle multiple proposals ...

"Great Tool for presentations, proposals, and tracking metrics. Templates are easy to use and edit."

What do you like best about Proposify? Duplicating proposals for different clients. What do you dislike about Proposify? Sometimes the platform glitches and I have to exit and restart. What problems is Proposify solving and how is that benefiting you? Being able to send marketing materials and proposal quotes.

"Fast repeatable proposals = faster close"

What do you like best about Proposify? The online chat help was invaluable in getting us set up and sending our proposals What do you dislike about Proposify? It was really hard to learn how to use it. Its a different framework of thinking. maybe a high level explanation of how the product works and fits together. As I am over 40 my learned framework is very different Recommendations to others considering Proposify: Just do it, if you need a hand just ask, support for onboarding is ...

"Slick & easy to use platform for both business & clients."

What do you like best about Proposify? Proposify has saved me so much time writing traditional proposals in a document. I can fill in the client's details and the project scope & pricing and Proposify does the rest. No more customising a word template! The digital signing part is a game changer, we had to use a combination of different platforms to send proposals, sign T&Cs wheras Proposify combines these. It also intergrates with our CRM system Pipedrive which will send a cusotmer an ...

"The Opportunity Cost of The Wrong Tool"

What do you like best about Proposify? Proposify puts the Right Tool in the hands of our Sales Professions so that they can spend the absolute least amount of their time tied up in the critical task of creating Clear, Concise and Compelling proposals. Every minute spent cobbling together an inconsistent offering is time not spent engaging with current and future clients. What do you dislike about Proposify? Currently the licensing does not include administrative seats which create, oversee ...

"Simple, easy way to close new business!"

What do you like best about Proposify? Proposify has made our process of sending proposals and contracts a breeze. We no longer have to use one tool to create the proposal, another to send, and a third to get them signed. We've combined everything into one, and people love it. I'm constantly being asked: What's that tool you used for our proposal?? I need it! What do you dislike about Proposify? The one thing I'd like to see made a little bit easier is the visual editor. We have some great ...

"From proposal to sales :)"

What do you like best about Proposify? I am a new startup with manhy limited resources and time management is a key factor for my everyday operation. With limited staff (i work alone lol) and impatientclient, it becomes very hectic to be able to sit and write nice and beautiful proposals. But with Proposify i could provide very nice, pretty and professional proposals. All proposals send via Proposify was converted into sales. I really am grateful for such tool to help my small MSP convert ...