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

"The Best Proposal Software I've Ever Used"

What do you like best about Proposify? The simplicity of creating a propsal for our clients. What do you dislike about Proposify? Including a video in your proposal is a little complicated sometimes. What problems is Proposify solving and how is that benefiting you? We are streamlining our proposal process and creating a more professional process of submitting proposals to our clients.

"Loyal User"

What do you like best about Proposify? I love that I can see when a potential client views my proposal and what they spent the most time looking at. We also love that it saves all of the photos and past templates that we have altered for our business. What do you dislike about Proposify? Nothing really, but if I have to choose something I'd probably say that I'd hope they would add more new and modern templates. What problems is Proposify solving and how is that benefiting you? Quick ...

"Excellent service"

What do you like best about Proposify? The fact that there is a vast option to choose from and most of the hard part has been done for you. There is a budget attached to the proposal which will inform the client of the costs. This is a very clever add-on since some of the clients just want to see how much it gonna cost before even looking at the whole proposal. I have done my last proposal half the time I usually spend on the proposals and the client is very happy with the result both ...

"Amazing time saver"

What do you like best about Proposify? I can integrate into our CRM, easily keep track of all proposals Track if opened, which pages/sections viewed What do you dislike about Proposify? Can be Tricky to set up especially with a crm. But worth it Recommendations to others considering Proposify: Go for it. Will save you hours. And it will make you money. What problems is Proposify solving and how is that benefiting you? I can do complex proposals in minutes. Instead of spending hours on ...

"Quick and easy proposals"

What do you like best about Proposify? Templates that contain the formatting required Slack and Pipedrive integrations PDF downloads of proposals Previews of what the proposals will look like Customizable email templates Sent from custom domain What do you dislike about Proposify? Proposals are not mobile optimized - Customers (especially the elderly) get confused about why the proposals look funny, as they're opening them on their phone. Recommendations to others considering Proposify: If ...

"Very useful and flexible software for all types of agreements."

What do you like best about Proposify? it was built for proposals, but it's usage goes far beyond that for contracts, sign-off sheets, receipts and much more. What do you dislike about Proposify? The glitches and the lack of live changes across team members cause delays. Recommendations to others considering Proposify: Highly recommended What problems is Proposify solving and how is that benefiting you? It provides easy preparation of proposals and documents that require a signature.

"Great experience"

What do you like best about Proposify? Customer service was outstanding. The people in the chat are very helpful. What do you dislike about Proposify? Wish the mobile platform were more user friendly for people on the go. And the search function for old proposals could be a little bit more user friendly Recommendations to others considering Proposify: Make sure you are able to maximize the video portion of the platform. It is a difference maker What problems is Proposify solving and how is ...

"Simple and easy-to-use yet powerful proposal software."

What do you like best about Proposify? It's super easy to use. You can literally whip up a professional-looking proposal in minutes. What do you dislike about Proposify? Not much. I seem to recall testing Bonsai (CRM with proposal features) and it had awesome proposal templates which saved a lot of work. Haven't found this (if it exists) in Proposify yet. What problems is Proposify solving and how is that benefiting you? Making clear to leads the value of the proposal I am offering them.

"Your digital proposal manager"

What do you like best about Proposify? The excellent customer service, user experience and ease of proposal review for my clients, and reporting capabilities so I can see what's in the pipeline. What do you dislike about Proposify? I haven't met anything that's disappointed me, yet. What problems is Proposify solving and how is that benefiting you? Collecting signatures, tracking outstanding proposals, and saving time through a templated proposal process.

"I made at least 10K more sending great looking Proposals!"

What do you like best about Proposify? I like the template feature best. It makes it easy and quick to send proposal info. What do you dislike about Proposify? Not much I dislike. Great platform and easy to use. Recommendations to others considering Proposify: Start with the free plan and learn your way around the platform. What problems is Proposify solving and how is that benefiting you? It's all about appearance and Proposify allows my proposal to shine with minimal work on my part.