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

"Proposify taking it to the next level"

What do you like best about Proposify? 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 about Proposify? So far there is nothing that I don't like about Proposify Recommendations to others considering Proposify: I would recommend this product to any company of any size What problems is Proposify solving and how is that benefiting you? Having a system that can track all proposals I have ...

"Helps close deals faster!"

What do you like best about Proposify? Proposify lets our sales team quickly create and reuse proposal templates, send them to our customers, track the progress of the proposal process, and then request a signature to execute contracts. The reporting and analytics are huge assets in fine-tuning our sales process and strategies. What do you dislike about Proposify? There is not much to dislike however there are a few sections when editing proposals where the text editor or element selector ...

"An Intuitive, Attractive Proposal Platform"

What do you like best about Proposify? This software comes ready with a slew of templates covering multiple product and service industries. They've made it easy to modify the templates to tailor them for your specific requirement. Once you develop your template, it is simple to revise. What do you dislike about Proposify? It took me some time to modify the graphics on the cover page of the templates. Not that it was difficult, but it took some work to accomplish the look and theme I was ...

"So Easy to Use!"

What do you like best about Proposify? I love the fact that you can create templates and have them plug in all the info and that you can get the open rates and analytics. What do you dislike about Proposify? Editing a template/proposals is not as easy. What problems is Proposify solving and how is that benefiting you? Getting proposals out in a timely manner and being able to get them back quickly.

"Highly Professional Proposals, Easy to Use."

What do you like best about Proposify? I found the templates one of the best features - I found templates that I could quickly modify for my consulting business, which reduced the work of creating a proposal. I like that each section can be created independently, and then saved as personal templates. What do you dislike about Proposify? The pricing tables could be a bit easier to work with. What problems is Proposify solving and how is that benefiting you? Proposify makes it easy for me to ...

"Professional, easy to use & increases closing rates!"

What do you like best about Proposify? I love how simple it is to create templates, send proposals and design them. The automatic emails and ability to track the client's view of the email and proposal make it easier for me to know exactly where I'm at in a potential deal. What do you dislike about Proposify? Although I really like the software, I noticed that sometimes the pricing tables are a bit finicky with updating the information but I believe that has been updated recently to ...

"Love Proposify and Amazon Gift Cards"

What do you like best about Proposify? How easy it is to create, duplicate, send out, get notified when a prospective client has opened a proposal and also love the notification emails that are sent out along the way. What do you dislike about Proposify? To be honest, I'm not there are very many elements about the Proposify platform that I don't like. I've been a user for years now. However, one thing that has frustrated me is that I could never use my PayPal Debit card to pay for my ...

"Needed an app to embed PDF shop drawings into proposal and send ..easily"

What do you like best about Proposify? Quick, ease of use, we used to use Salesforce for quotes. Support is Great! What do you dislike about Proposify? Reporting engine needs a little work, maybe a customizable dashboard. Would love the ability to put the proposals into a single tier execution schedule. What problems is Proposify solving and how is that benefiting you? Being able to embed PDFs into a proposal online payments. It takes minutes to do a complex proposal now.

"Great proposal software"

What do you like best about Proposify? I like that you can make templates and there are many good templates to get started with. What do you dislike about Proposify? Less of a learning curve than some, but still a learning curve and it takes time to set up. Recommendations to others considering Proposify: I have tried many proposal softwares. This one is the easiest and most affordable. What problems is Proposify solving and how is that benefiting you? It takes me less time to creat and ...

"Updates Were Made And The Future Is Bright!"

What do you like best about Proposify? I like how you are able to sort proposals by not only the client name or business but by the user. This helps companies tag team their closes if someone is not available to handle an account. What do you dislike about Proposify? I don't find it necessary to have to checkmark the item at the end in order to get the total of one-time or reoccurring fees to populate. It should add up as you go and just show automatically. Just an unnecessary step, unless ...