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

People really like these templates

What do you like best? They're easy to design & send. I can also check insights and tweak based on systematic feedback. What do you dislike? They aren't customizable enough, specifically, the dollar amount portion is hard to adjust from annual to the monthly total. Some clients do not like to see $40,000+ on the agreement, it should be optional, but still, show me the total on the backend pipeline. I also can't remove additional signees once the contract has been signed by one party ...

Proposify Makes Closing Easy

What do you like best? Thank you thank you thank you! This is the tool I have been waiting for--no more wondering if they've looked at the proposal, no more waiting for them to fax it back--also your support team is the BOMB! What do you dislike? The SalesForce integration could use some improvements, specifically real-time syncing with our data. Recommendations to others considering the product: Consider how much time your reps spend pulling together proposals and following ...

Great product - big fan

What do you like best? Easy to use platform, clear and concise language, and the templates saved me heaps of time What do you dislike? I thought it was good and didn't dislike anything worth mentioning What problems are you solving with the product? What benefits have you realized? I can see when people view my proposals, making it really good for tracking my work. Plus, there are heaps of useful templates I've used to draft contracts, for example, and they also save much ...

Very useful software and glad that I've discovered it

What do you like best? I like that you can customize the design of proposals. We all know that people are visual learners so it's very important. What do you dislike? Tools on template designing are kinda snappy. I think there's more to improve in terms of user-friendliness of the tools. Recommendations to others considering the product: Just make all your proposal straightforward as much as possible. Add all the important details on the pricing and timeline for your client ...

Proposify Generates Sales for Me!!!

What do you like best? I love the themes and how they can be customized for any particular client. It makes me look more professional and on point. My prospects become clients and rest assured that I am the perfect match for their needs. What do you dislike? I have no complaints about this tool at all Recommendations to others considering the product: This is dope sales tools! What problems are you solving with the product? What benefits have you realized? Sending a ...

Only proposal software ever used

What do you like best? I found Proposify on a google search back in 2015 when I just started my business and have never used anything else. The ease of sending proposals is the best part as they automate much of this process. The integrations and recent development updates in the past few years have only exceeded my expectations. I will continue to use Proposify and love how Kyle operates! What do you dislike? The analytics metrics of how long a user was on each page of your ...

When Speed and Quality Count

What do you like best? Proposify helps create really professional documents that let me present in a way that separates me from my competitors. When my prospect opens the document they are presented not just with a PDF, but an interactive sales piece that provides rich content, clear navigation, and even captures their signature at the end. What do you dislike? Starting off, it can be a little confusing to see how to edit things like font family, etc. in getting your template set ...

I am a big fan!

What do you like best? I teach a sales training class about the modern buying process and turnaround speed and personalization are critical - and since I personally use Proposify, I am able to practice what I preach! Proposify makes it so easy to build, tailor and tweak proposals that can really help you stand apart from your competitors - and you can get them out quickly! I also LOVE the analytics - it always helps me know who is serious about me vs who is just beginning to shop. ...

Great tool to monitor and increase effectiveness of proposals

What do you like best? I like the fact that I can monitor client's interest based on their proposal viewing activities and track all my proposals in one platform. I can also send them automated reminder. Very convenient! What do you dislike? Nothing so far. I don't have anything to dislike. Recommendations to others considering the product: Do use it if you have regular proposals daily. What problems are you solving with the product? What benefits have you realized? It ...

Best Proposal Platform

What do you like best? The UX is easily the best of any proposal software. I love the flexibility and the ability for multiple team members to work on it without a steep increase in price. After trying many proposal platforms, this is easily the best one. What do you dislike? Not much, this has worked great for me since I've started using it and we have not had any problems as of yet. What problems are you solving with the product? What benefits have you realized? We are an ...