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

It's a tool in progress which needs improvements

What do you like best? It's user friendly, you can add an email (provide templates) and edit that style to your branding, folders for templates and content, work spaces are practical. What do you dislike? Signatures are unreliable sometimes you get from a contact, sometimes unknown signee, sometimes neither. Signature can to be from a client only but we need to have people to sign from management that don't have a proposify account so it's unrealistic. Unknown signee links are too ...

Great system to have in place

What do you like best? The ease of use in proposals once your template is set up What do you dislike? I'd love to see more integrations with CRMs and software so even more gets Handled in the back end of your business Recommendations to others considering the product: If you want to streamline proposals, it's a must! What problems are you solving with the product? What benefits have you realized? It was taking me ages to create individual proposals. Proposify really ...

It was initially hard to use but the support was superb and now can use it easily

What do you like best? Presentation and professionalism - ease. What do you dislike? The initial challenge of working it out. What problems are you solving with the product? What benefits have you realized? How to compete with major competitors with the resources they have

Proposify - simply the best proposal software on the market!

What do you like best? Variety of templates, ease of use, flexibility and quality of the finished proposal. What do you dislike? Nothing that I have discovered because there is a way to customize whatever you need. Recommendations to others considering the product: Give the free trial a whirl. Decide for yourself if it fits your needs but I do believe you will find it to be the most complete solution available. What problems are you solving with the product? What ...

A time saving god send

What do you like best? Proposify is an incredible tool that lets me create amazing looking proposal templates that I can send out to my clients in an incredibly easy and eye-catching way. Many prospects have converted and given comments because of how professional my proposals have been compared to my competition and I firmly believe that wouldn't have been possible without using Proposify. I have integrated with my CRM which is really great too! What do you dislike? The only ...

Love This Product

What do you like best? Ease of use with very little knowledge of the product was able to punch out a proposal. What do you dislike? Need more help with some marketing collateral I believe as part of on boarding at all levels Recommendations to others considering the product: We are a startup cyber Security Practice and this was easy to implement and understand. What problems are you solving with the product? What benefits have you realized? Writing consistent ...

See what your customers are doing with your proposals

What do you like best? After I send the proposal I am notified if they open it and I can see analytics showing how much time they spent on each section What do you dislike? It's a little clunky with cut and paste but they are improving in this area Recommendations to others considering the product: Get the version that allows you unlimited proposals because you will run out of versions you want to save. What problems are you solving with the product? What benefits have ...

Shrill ISA Limited review of proposify

What do you like best? I found it easy to create a sample proposal from the already existing templates. The most amazing this is that you have a template for different business proposal. Amazing job What do you dislike? I couldn't find a proposal for goods it was mainly services but good thing is that you can adjust the existing templates to suit your needs. Recommendations to others considering the product: Its a good platform to grow your business and develop your staff ...

Proposify taking it to the next level

What do you like best? The platform is easy to use. Having pre-made templates that can be expanded upon saves a lot of time. The proposals are professional. What do you dislike? So far there is nothing that I don't like about Proposify Recommendations to others considering the product: I would recommend this product to any company of any size What problems are you solving with the product? What benefits have you realized? Having a system that can track all proposals ...

Easy integrations, good usability and great customer support

What do you like best? It's intuitive and it was easy to create custom proposals based off of templates provided. It was also very easy to integrate Proposify with Pipedrive and QuickBooks. I also found the Import of new contacts from the CRM, QuickBooks and Import File a time saving feature. What do you dislike? Customizing an invoice between Proposify and QuickBooks. The Fee Table in Proposify doesn't allow for an additional column to be added in the Fee Table because it ...