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

"Great proposal tool"

What do you like best about Proposify? Quality of proposals, integration with hubspot, ability to tailor it to what we need What do you dislike about Proposify? Some parts are a little tricky to use and you need to watch the demo to fully understand it's capabilities What problems is Proposify solving and how is that benefiting you? Integration with Hubspot, able to design individual proposals at a reasonable price. Once we have our proposal templates set up, this will save a huge amount of ...

"A great tool"

What do you like best about Proposify? Easy to use. It makes us save a great amount of time to prepare and send proposals and we don't need to rely on yet another tool to manage e-signatures. Add the small analytics about prospects activity on proposals and integration with our CRM (HubSpot) and that makes for a great tool. What do you dislike about Proposify? Some features should be improved such as more creative styling in a simpler way, a simpler way to clone pages and having 2 different ...

"Easy, but powerful proposals"

What do you like best about Proposify? In a short period of time I was able to figure out how to navigate and create a nice looking proposal. No instructions needed. What do you dislike about Proposify? So far all is good! I cna't think of anything. What problems is Proposify solving and how is that benefiting you? We need the aboity to have proposals in a digital format and to be able to make changes quickly.

"Top Notch Proposal Software That Helps To Get Your Deals Done!"

What do you like best about Proposify? I like their very detailed templates which includes professional and persuasive sales copy. What do you dislike about Proposify? I dislike the new change of no chat support for the basic plan What problems is Proposify solving and how is that benefiting you? Proposify saves me time; their chat support is swift and accurate, and their whole platform is user friendly and makes it very simple to streamline the deal closing process. I have used other ...

"What a amazing product"

What do you like best about Proposify? The knowledge base and the chat support are simply first class. The system as a whole is laid out incredibly very well. Using the "follow your nose" theory, everything just makes sense. What do you dislike about Proposify? To be honest, to date I haven't come across anything Recommendations to others considering Proposify: Do your research, Proposify ticks all the boxes that I require when sending out a client proposal with the E-signature sign-off ...

"Transitioning into a new proposal software can be daunting."

What do you like best about Proposify? The most crucial aspect of implementing new software is how it is onboarded. The Proposify team was there every step of the way to help us implement and install our proposal system. The entire process was very smooth and their team was communicative right until the very end. What do you dislike about Proposify? The only downsides are getting used to the differences between Microsoft Word, or whatever software you use currently, and the new interface ...

"Excellent software"

What do you like best about Proposify? How easy it is to use, I have little experience writing proposals What do you dislike about Proposify? not much at the moment. I have inconveniences filling out information about my contacts but I believe that's related to my CRM What problems is Proposify solving and how is that benefiting you? Sending my clients proposals for our services

"Thank you for a great proposal software solution"

What do you like best about Proposify? Proposify not only makes the proposals look more professional, it's a time saver and makes it easier to share files with staff and clients. What do you dislike about Proposify? The software is a little clunky. There are not defined sticky margins around the document. I cannot find any tutorials on repeaters. I'm sure there is one there. What problems is Proposify solving and how is that benefiting you? Time saver, better looking proposals, ability to ...

"Great Software"

What do you like best about Proposify? User friendly platform, fast customer support. What do you dislike about Proposify? Haven't found anything I dislike yet. It seems to work as described. What problems is Proposify solving and how is that benefiting you? Streamline my proposal process.

"Excellent proposal software"

What do you like best about Proposify? Integration to Xero and user friendly for prospects to sign proposals electronically What do you dislike about Proposify? Pipeline charts could be more customisable What problems is Proposify solving and how is that benefiting you? Previously used Word and PDF to send proposals. This removes the need for all that and it's branded