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

Easy to use editor, integration with CRMs

What do you like best? Proposify is really easy to use, the editor is very intuitive and flexible. There are lots of different proposal templates to get inspired from. Notifications when customer opens the proposal in real time via email and mobile phone. I also like integration with Pipedrive CRM and the electronic signature functionality. What do you dislike? I would like the editor to be translated to other languages (spanish?). The integration with Pipedrive could be improved if ...

Brilliant Platform To Streamline Proposals & Remove Manual Grunt Work

What do you like best? Several features, pretty much summarised in the title: WYSIWYG interface Stats after sending Live Dashboard showing what's in the pipeline Malleability of the product Customer service is very knowledgeable Ability to add sections like contracts (very important) Digital Signage - like pandadocs but it's all built in What do you dislike? Can be tricky to set up I'm not the greatest at design or technical platforms so I'm probably ...

Amazing platform!

What do you like best? We have tried many different platforms to manage our leads and have never been able to track each step of the process the way we can with Proposify. The templates and client management are my favourite as I tend to send out many of the same types of proposals, it is great to be able to send our clients a full proposal including our costs and agreement all in one, and see when the proposal has been viewed and submitted so we can proceed with implementation and ...

Great proposal platform, our customers love it!

What do you like best? It is very easy to design a template and make changes on it for individual proposals. It is definitely really nice that the whole proposal can be sent via email to them and they can sign it right from there. Makes the process very easy and great for us to monitor and view the progress off all the proposals we have sent out. What do you dislike? I have not really had anything that I dislike about about this program. I only wish that I would of started using it ...

Great Product - Long Term User

What do you like best? I like the ease with which I can put together proposals, and except payments all within a single platform. Proposify allows me to communicate with potential clients in a professional presentation that is conducive towards closing the deal. Additionally I do not have to send the client a separate invoice, because with the stripe integration I can accept payment directly which facilitates a better workflow What do you dislike? There's not much I dislike about ...

Very Easy and Streamlined

What do you like best? First I love the Simplicity and the design, This has given our Company a great advantage over our Competition. By adding great Graphics Videos and links and being able to send sign all online, We love using Proposify! It makes sending agreements fun and I know and how long the client has looked at each page. What do you dislike? You have to pay a higher fee to add teammates. What problems are you solving with the product? What benefits have you realized? ...

Quick and Professional

What do you like best? 1. Great templates that help me frame my proposals in a succinct and professional way. For e.g. I didn't know where to even begin! And I had my draft proposal done in a few hours and perfected over the next day or two. Really helped me decide which content to include because of the recommended section headings that came with the template. 2. Wide selection of photos to enhance the proposal. 3. Professional looking. Great way to present to the client. ...

Excellent proposal builder.

What do you like best? I like the customization, automation, ability to sign online and the ability to track what's happening in the proposals (even on the go). What do you dislike? There isn't much I dislike. So I'm leaving this area blank. What problems are you solving with the product? What benefits have you realized? We are able to send out professional proposals since we are bidding against much larger organizations. Thanks to Proposify we are able to display ...

Easily Creates Professional Proposals

What do you like best? Easy to Use Interface Allows for Quick Creation, Editing and Distribution of Quality Professional Proposals What do you dislike? The Editor has a slight learning curve, but once you figure it out, it makes sense and works well. Recommendations to others considering the product: Proposify seems to have a more robust offering than its competitors. I would definitely recommend the product to those looking for a proposal software. What problems are you ...

Amazing Proposal Site

What do you like best? The ease and use of the site. I also was able to utilize templates for my proposals. What do you dislike? Nothing! The platform is setup perfectly! What problems are you solving with the product? What benefits have you realized? Pipeline issues with proposals.