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

"Proposify is great"

What do you like best about Proposify? The templates and sections are easy to mix and match, provides an easy download for clients, lets us track where they are spending their time and when they sign for us to accept What do you dislike about Proposify? When you download the file in a PDF it is quite large, somehow compressing this would be helpful What problems is Proposify solving and how is that benefiting you? Easy to sign and accept and receive that legal contractual agreement, really ...

"Awesome and easy to use"

What do you like best about Proposify? It is super easy to set up templates and update templates as information changes. What do you dislike about Proposify? That it doesn't integrate with our CRM/Project Management tool What problems is Proposify solving and how is that benefiting you? Creating easy to manipulate proposals that are easy to review and gain insights from the way the client is viewing the proposal.

"Great for Any Sales & Marketing Team"

What do you like best about Proposify? Proposify is a great solution that lets Marketing and Sales collaborate to create on-brand, professional proposals quickly. It makes us stand out from the competitors every time. What do you dislike about Proposify? The only downside to Proposify might be the reporting if you aren't connected to a supported CRM. Otherwise, it's a great fit for us. What problems is Proposify solving and how is that benefiting you? Proposify has taken the headache and ...

"Easiest contract platform to use!"

What do you like best about Proposify? I love the ease of making new templates and tracking when a proposal is opened and signed. What do you dislike about Proposify? The automation of variables and financials can be a bit tricky when using more than one template. Recommendations to others considering Proposify: I'd recommend downloading the app so you can easily access your proposals and receive real-time updates on your proposal activity! What problems is Proposify solving and how is that ...

"Great experience working with the Proposify Team"

What do you like best about Proposify? The team worked diligently to make sure we knew all of the options for us upfront. From there, they are true partners in making sure that the implementation, training, and onboarding of all of our team members went smoothly. What do you dislike about Proposify? There isn't anything that I can point out that I disliked about the process. Recommendations to others considering Proposify: Reach out to the team at any time. Proposify is always there to help ...

"Proposify streamlines my team's effort to deliver beautiful, consistent proposals."

What do you like best about Proposify? Being able to customize templates and set up permission and approval workflows make my job as a leader much more effortless. Any time I have a question. or a challenge, the Proposify customer service team is there to quickly find a solution. Also, integrations with HubSpot and Salesforce make life easier. What do you dislike about Proposify? Not being able to copy and paste tables. What problems is Proposify solving and how is that benefiting you? The ...

"One of the greatest tools in closing deals"

What do you like best about Proposify? It's flexable and can truly be used to WOW clients in its visual presentation What do you dislike about Proposify? The only thing that would be a nice to have is the ability to send from various mail addresses Recommendations to others considering Proposify: Develop lore options on the mobile app and use for Group of companies What problems is Proposify solving and how is that benefiting you? We close deals much faster and accross the board clients are ...

"A great tool for helping yourself and your clients stay organized"

What do you like best about Proposify? I've been using Proposify for a little over two years. I really like Proposify's fee table features and its ability to calculate totals and discounts easily. I also love that my clients and employees can download a PDF of each quote to save in their files if needed. What do you dislike about Proposify? I haven't been impressed by the Proposify mobile app. It's fine for checking in the status of proposals, but it's really difficult to create new ...

"Proposify has a simple interface while providing a high level of features"

What do you like best about Proposify? Our ability to track sent proposals for views and signitures What do you dislike about Proposify? setting up templets, this is more me than P Recommendations to others considering Proposify: This is a must-have app! What problems is Proposify solving and how is that benefiting you? Proposify offers us a central proposal hub

"I have absolutely loved Proposify so far."

What do you like best about Proposify? I love the option to add a payment integration! I just found this feature recently and am so excited to take advantage of this. Another feature I love that has made my life so much easier is their templates. They are so useful and really helps make the process easier when sending proposals to clients. When I first began my business, I was unsure what to include in a few of my contracts so having the templates was such a great way to begin! What do you ...