Proposify Reviews in May 2025: User Ratings, Pros & Cons

great service

What do you like best? easilycustomisable, you can input fields very easily What do you dislike? nothing up to now, it covers all i need for now What problems are you solving with the product? What benefits have you realized? i know when my proposals are consulted Response from Elise Snow-Kropla of Proposify edit Hey there! Thanks for using Proposify and for leaving a review. We're happy to hear that you find the editor easy to navigate and customize your ...

Solves a ton of problems, but there are rules...

What do you like best? Relatively easy to use, connects reasonably well with Salesforce. I like the ability to save library elements, so it's quick to pull new proposals together. I love how I'm alerted to a customer's interactions with a proposal, right down to the specific page activity. What do you dislike? Lots of little UX bugs. As a former designer, I find that frustrating. Different browsers provide better or worse performance - but overall, if you can live with the minor ...

Friendly user experience and helpful support people

What do you like best? The fact that is easy to use and intuitive in some instances. It really gives a professional look to proposals and clients appreciate the new look of the offers we send them. The export feature into. pdf works like a charm. I also like the user interface which helps find your way and start creating templates and send proposals in no time. Another important factor were the cool and helpful people from customer support which were always prompt and proactive in ...

Easy, fast, and professional Proposals

What do you like best? Speed is the best part for me. I've used others and I do find the set up a bit more simplified. In general, it makes a great first impression for my clients especially because I'm in the digital space so it goes hand-in-hand with my services. What do you dislike? The pricing & calculation tables could be easier to create such as reoccurring costs. I understand it's possible but not as obvious as it could be. Recommendations to others considering the ...

Propel your business with Proposify.

What do you like best? Proposify makes producing proposals much easier. While it takes some time to set the proposal up the first time, there is a huge time saving on every subsequent proposal. Equally important, the formatting of the proposal is easy and looks very professional. Formatting a proposal in Word is a nightmare. What do you dislike? Nothing specifically. It took time to figure the tool our first but that was a user error on my end. I do suggest building the section ...

Will blast your clients

What do you like best? Very powerfull app with stunning templates! What do you dislike? Their Tall Plan (19$) it does not offer integrations with CRMs or Zapier for example. You have to buy their teams plan (for 49$) wich by the way I dont need it. What problems are you solving with the product? What benefits have you realized? Professional look, better closure Response from Elise Snow-Kropla of Proposify edit Great to hear that Proposify has helped you close more ...

Saved me so much time making proposals

What do you like best? Lots of templates to choose from so you don't have to start from scratch. What do you dislike? Not having a yearly payment option and stuck to monthly billing. Not having a pause option when I'm not focused on sales. And not being able to make a new page break without hitting the Return key 10 times. Recommendations to others considering the product: Make a decision and move on! There are other software out there. This one is pretty robust. What ...

hit the mark

What do you like best? Easy to use and edit templates, sharp look, dynamic application that jump starts you into delivering professional proposals super fast. What do you dislike? 2 things, id like more options in the tables such as percentages. As an example we do a bill me later option thats based on a percentage. The other thing is maybe load the entire proposal when the client is looking at as if they scroll fast they have to wait for it to load. Recommendations to others ...

Great Service

What do you like best? It is simple to put a proposal together that is esthetically pleasing, easy to edit, and streamline to send to potential customers. Everyone that has looked at my proposals has made a comment on how professional they look. What do you dislike? I have not found a feature that I dislike yet. Recommendations to others considering the product: Absolutely! What problems are you solving with the product? What benefits have you realized? My business ...

Fantastic tool to help close more business!

What do you like best? Pretty much everything! 1) The ease to put proposals together (after about a week of trial and error). 2) The Way it looks from the client point of view. 3) The way we can see who is looking and reading the proposal. 4) The motivational emails & notifications - champion closer etc. 5) The App (for those who can't leave their work at work!) 6) Seeing the metrics and time spent on each proposal. 7) As a manager I can see my teams activity ...