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

Proposify for Accounting Firms

What do you like best? The customization and design of proposals (or in our case, engagement letters); Likewise, the templates feature makes preparing and sending engagement letters a breeze. It makes the process most efficient, especially when sending hundreds of engagement letters each year. What do you dislike? It used to be easier to adjust the font and size of lettering when Proposify 1.0 was released. Proposifiy 2 makes it harder to do. We wish they went back to the old, more ...

24k in signed contracts during my free trial period!

What do you like best? Now that my template is done, I love the ease of duplicating it and adjusting just the necessary details per lead (deliverables, pricing, payment options). I also love that I can see when they viewed, how often they viewed, what pages they spent the most time on - all which allowed me to tailor follow up messages to check in. Very impressed! What do you dislike? The setup took a few hours so there is a bit of a learning curve, even when using an existing ...

Proposify for marketing agency contracts

What do you like best? Once we had our documents loaded into proposify, the process of editing, creating new agreements, and delivering & managing the completed document for client review and signature became much more efficient and streamlined. It is easier to organize, see where/how contracts are progressing, and edit existing documents. What do you dislike? The inability to export into a word doc (for editing in other platforms like powerpoint or word). Also, the initial ...

Proposify- a true catalyst in our recent growth!

What do you like best? Proposify has really enabled my to rapidly deliver complex quotations, utilising tags, snippets of data, and has awesome tables which help add the cost of our products and services, presented in a way which our clients love to interact with. It has significantly reduced the time from proposal delivery to acceptance, and seems to have increased our close rate as well! I suspect this is because it reduces the burden from the client to have to print, sign and ...

Great Tool for Developing Quality Proposals Quickly and Effectively

What do you like best? Our team loves the ease of use, organization, templates, and more. We especially love being able to send proposals digitally and capture invaluable insights about what information matters the most to our customers and prospects. What do you dislike? The interface and formatting can be buggy/quirky at times. This is not a problem for me, who spends the most time in the tool and understands how to fix it or navigate in it, but it's not as great for sales ...

Saved my relationship

What do you like best? Templates make it super fast to send out beautifully branded proposals in minutes. My partner and I used to spend hours on these and bicker the entire time about formatting and copy! The stripe integration makes it super easy for us to collect deposits. What do you dislike? V2 was a rough road concerting our old proposals to new ones that worked properly. What problems are you solving with the product? What benefits have you realized? Consistency ...

Finally a proposal software that works!

What do you like best? I have been in business for over 30 years and tried multiple proposal making software and all of them came up short except for one. Proposify!!! What used to take 4 programs and hours to prepare now takes me less than 10 minutes. We offer several different security products and with Propsoify software, we can customize a proposal that used to take hours to prepare now takes seconds. What do you dislike? Nothing really comes mine. I REALLY REALLY hate when you ...

Best Proposal Software and BEST customer service

What do you like best? This software totally changed the way our company handles proposals and agreements. We became way more efficient and organized and our clients appreciate it too! What do you dislike? It can be a little difficult to learn how to do some of the things you want to do, but they do have excellent, responsive online chat with real live people who are patient and helpful. Recommendations to others considering the product: The Software and the company are ...

Exceptional Product

What do you like best? What I like best about Proposify is that it gives me insight into my client's interaction with the proposal. Having the ability to know when my client has read the proposal and how long they have spent on each section helps me know where to focus my discussion during my follow up conversations. What do you dislike? Generally, the functionality of building a proposal is easy and straight forward but I am not able to take advantage of the amount and sign back ...