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

I can't imagine running my consultancy practice without Proposify

What do you like best? All in one place: templates, image database, clients, reporting, digital signatures, etc. What do you dislike? nothing really, can be sluggish sometimes, but does not bother me What problems are you solving with the product? What benefits have you realized? Easy creation of beautiful proposals, design and content in one place. It takes few minutes to send a new proposal to the new clients, as you can design and save different templates. Proposify ...

Proposify is on brand if you are digital and is very timely in the era of social distancing

What do you like best? This product streamlines much of the proposal process. To me, as a digital marketer, it is very much on brand. It also saves me having to send paperwork back and forth with clients or prospects. What do you dislike? It not difficult to learn on a basic level, but it takes some trial and error to master well. Recommendations to others considering the product: Do it. Saving a few trips back and forth to the client to get a signature is already worth the ...

Proposify has allowed me to close WAY more Proposals!

What do you like best? Proposify has so many good features. The best feature is the ability to streamline the proposal: Presenting the information-to-accepting -to-signing-to-payment! What do you dislike? The page builder can be a bit hard to use. Designing inside the builder is not something I would consider user friendly. Recommendations to others considering the product: I have been able to close deals with Proposify that may have been out of reach prior to using ...

Simple, user friendly & professional. Customer service is up there with the best!

What do you like best? The user friendliness backend & along with the support i have received on an on-going basis has been the best feature for us so far. Staff are extremely friendly & helpful with anything i have asked assistance with. What do you dislike? Not much i have disliked to be honest. Occasionally i have some setting up that needs to be achieved & i might get stuck on a certain section(im not too tech savvy) - being that Proposify are not located in Australia, ...

Great product

What do you like best? Very easy to use, love how it stores info What do you dislike? Actually I am really happy with it! It does really well! What problems are you solving with the product? What benefits have you realized? Saving so much time, and closing deals!

Great product, easy to use and invaluable for "remote" presentatiions

What do you like best? Once the proposal is sent, you know exactly when a client opens your document and exactly how much time they spent reviewing specific sections of your document. Also, when they sign you are notified and you can react immediately to thank them for accepting the project/proposal. What do you dislike? There is really nothing I can think of that I can criticize. It works extremely well. Recommendations to others considering the product: I particularly ...

Proposify Helps Small Business Close Higher Ticket Deals

What do you like best? Easy to use templates, variety of templates, ease to customize templates. Excellent customer support. Plus, the software gives you the ability to see if your prospect has opened the proposal and some other "under the hood" features. Their web-based proposal process makes a small business like mine come across very professionally. What do you dislike? I wish they would accept Paypal as a method of payment. What problems are you solving with the ...

great product, easy to use

What do you like best? i like how neat and tidy everything is kept, its easy to edit proposals already made to save time What do you dislike? sometimes i find it clunky to set up a brand new proposal but i dont need to do this often Recommendations to others considering the product: if you need to keep track of proposals and pipelines for a large group and see when people have viewed, even months after signing, then this is the tool, its gives you a great insight in to ...

Good platform and responsive support team

What do you like best? The templated sections makes building proposals easy. The support is very responsive when issues/questions arise. What do you dislike? occassional bugs due to being cloud based and having to update content in real time. What problems are you solving with the product? What benefits have you realized? It has a nice workflow that allows collaboration and approval and submission. The tracking feature is great, as you can see your client reviewing the ...

Excellent support

What do you like best? The support is very responsive. Even though there is a 12 hour time difference and the majority of their work day is while I am sleeping, Nick will always respond with a screen share zoom call if I contact him just before closing via the web chat. I also love that I can see when my proposals are viewed and for how long...enables me to tailor my approach to the client. What do you dislike? Some things I find confusing but if I can take the time to contact them ...