What is Proposify?
Pros from reviewers
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Significant time savings: Proposify offers ready-to-use templates that are visually appealing, saving users a lot of time compared to creating proposals from scratch in Word or Excel
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Integration with other software: Proposify integrates well with most customer relationship management programs, and can sync with invoicing software and project management tools, providing a seamless workflow.
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Comprehensive content library and easy-to-use editor: The software provides a wide range of content and an easy-to-use editor, making it simple to create professional and attractive proposals
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Insightful metrics and notifications: Users receive notifications when a proposal is opened or signed off, and can track how much time people spend on the proposal, providing valuable insights into client engagement
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Streamlined communication and process: Proposify allows clients to review offerings and sign contracts directly from the proposal, and also sends drafts and automatic reminder emails, making communication easier and the process more efficient
Cons from reviewers
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Difficulty in creating custom proposals: While Proposify works well with repeated use of the same template, creating custom proposals can be challenging and often leads to frustration
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Inflexible payment options: The software currently only allows for quarterly payments, which can be inconvenient for businesses that prefer to track their finances on a monthly basis
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Misalignment in PDF downloads: The PDF downloads do not always align with the screen view appearance of a document, which can be an issue for clients who prefer to print out proposals.
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Lack of startup integration: The software could improve in terms of startup integration, specifically in the area of payment processing. Currently, clients do not receive a receipt once a payment is processed through Stripe, which has to be done manually
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Inconsistent development and increasing bugs: Despite numerous feature updates, there has been a decline in development consistency over the years, with an increase in bugs. Simple issues that should be resolved before deployment are not being addressed
Main features
Starting Price
Free Plan
Advanced permissions
Pre-approved templates
Centralized content library
CRM integration
Interactive quoting
Starting Price
$49
/ user / month
Free Plan
No
Advanced permissions
Pre-approved templates
Centralized content library
CRM integration
Interactive quoting
How Proposify compare to similar software?
Product
Price
$49
/ user / month
Free plan
No
Main features
Pros
Cons
Alternatives
Deal
No available deal at the moment
When comparing Proposify and PandaDoc, it's essential to understand the differences between these two leading proposal management platforms to make an informed decision for your business needs.
Proposify offers a sleek and intuitive interface, designed to simplify the proposal creation process. With a focus on customizable templates, collaboration tools, and streamlined workflows, Proposify is well-suited for sales and marketing teams seeking to create professional proposals efficiently. Its user-friendly approach makes it particularly appealing for smaller teams and businesses looking for a straightforward solution.
On the other hand, PandaDoc provides a comprehensive suite of document automation tools, extending beyond proposal management to include features such as e-signatures, document analytics, and workflow automation. This broader scope makes PandaDoc suitable for businesses looking to streamline their entire document creation and management process. While PandaDoc may have a...
Who is Proposify best for according to our reviewers?
Institutions: Proposify is used across various departments in institutions to present services to clients. It streamlines communication with automatic reminder emails and allows clients to review offerings and sign contracts directly from the proposal. The software integrates well with customer relationship management programs and provides excellent measurement methods
Sales Professionals: Proposify's segmentation and interaction monitoring features allow sales professionals to offer a more personalized service to clients, leading to increased sales and satisfaction. The platform provides intuitive and powerful solutions that help maximize results and maintain strong relationships with clients
Regular Proposal Writers: These users find Proposify to be an excellent tool for creating visually appealing and professional proposals. The software offers significant time savings with ready-to-use templates and an easy-to-use editor. It also provides insightful metrics, such as notifications when a proposal is opened or signed off on
Digital Marketing Salespeople: These users use Proposify daily to close sales. The software has revolutionized their proposal writing process, reducing the time it takes to create a proposal and making it appear more professional. The reusable sections are particularly useful, allowing users to create attractive pages and sections and save them for future use.
Business Owners: Proposify has greatly enhanced the proposal process for business owners, providing a more professional way of delivering work proposals and boosting acceptance rates. It allows clients to review and sign proposals electronically, saving time and reducing the need for printing and scanning
Proposify Reviews
4.7
Proposify rating
4.5
Ease of use
4.5
Customer service
4.4
Value for money
4.4
Likelihood to recommend
4.4
Features
20 Proposify Reviews
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Merrick
Proposify: Empowering Entrepreneurial Growth with Scalability and Robust Features
As an entrepreneur, I appreciate Proposify's scalability. The software grows with my business needs and its robust features continue to support my evolving proposal requirements
August 19, 2024
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Judy J
Proposify: Unbeatable in Proposal Excellence
As the owner of Stack Rock Group, a Landscape Architecture firm, I spent months looking for the perfect platform for our proposals before I found Proposify. Our proposals now surpass our competitors and our clients are impressed with their appearance and our advanced approach. Proposify simplifies the process of tracking our numerous proposals and makes it easy for clients to view and accept them. I can barely remember what writing proposals was like before Proposify. The idea of using InDesign for a proposal again is unimaginable. Proposify is user-friendly and their support is excellent. The templates are easy to use and customize, and saving my own templates for different customer segments is incredibly simple. The customer support is outstanding and very responsive. Every proposal we've created with Proposify has looked fantastic and our conversion rate has increased by 20%. The only downside is the current lack of a mobile app that would allow me to add new customers and send proposals from my iPad.
August 11, 2024
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Weston S
Significantly Enhanced My Proposal Workflow
Proposify has greatly enhanced my client close rate and accelerated the process. It provides a more professional way of delivering work proposals than email attachments, giving me more control over the sales process. The software cuts down the proposal delivery time to clients and boosts acceptance rates. My clients can now review and sign proposals electronically, removing the need for printing and scanning. I can also monitor when they receive and review the proposals. However, I've observed that the PDF downloads don't always align with the screen view appearance of a document, which can be an issue for clients who prefer to print out proposals. The interface can also be quirky, particularly with complex layouts. I suggest using their templates or creating your own. The vendor responded to my concerns, advising me to contact Customer Support for solutions regarding the PDF issue.
August 3, 2024
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Justin Miller
Seamless Integrations and Flexible Options with Proposify
Using Proposify has greatly accelerated our project intake process, enabling us to concentrate more on profitable tasks rather than just busy work. It was essential for us to choose a proposal software with integrations and the capability for clients to make decisions without us needing to modify the proposal. Proposify met both these needs. It syncs with our invoicing software, Freshbooks, and our project management tool, Asana (though Asana integration is only through Zapier). It also lets us provide options in the proposal for clients to select things like the number of licensing years or alter the quantity of deliverables to achieve their preferred final price. This minimizes back-and-forth emails and saves us time. However, I wish we could pay for the service monthly rather than quarterly for better financial tracking. The vendor responded positively to our feedback, recognizing that time is money and wishing us success with future proposals.
July 29, 2024
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George J
Proposify: Simplifying Freelance Lead Management
As a freelancer, Proposify has made my life easier. The software's ability to automate follow-ups has helped me stay on top of potential leads without having to manually track each one
July 22, 2024
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Alice S
Enhances Client Interactions for Optimal Results
Thanks to Proposify's segmentation and interaction monitoring features, I can offer a more personalized service to my clients, tailored to their needs. This has led to increased sales and satisfaction for both clients and professionals. I value its efficiency-focused approach and business customization. The platform provides intuitive and powerful solutions that help maximize results and maintain a strong relationship with clients. It enables me to track all interactions with customers, whether through email, phone calls, or other means, providing a comprehensive record of communications. This has allowed me to offer a more personalized service, increase customer retention, and generate new sales opportunities. While using a new tool may require a period of adaptation and learning, I believe this solution is suitable for almost any organization and delivers efficient results.
July 13, 2024
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Johnny F
Proposify Boosts Small Business Proposal Success
As a small business owner, Proposify has been instrumental in improving our proposal success rate. The interactive quoting feature has been particularly beneficial, enabling clients to select different service options and see the pricing change in real-time
July 7, 2024
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Wayne D
Brilliant Idea, Plagued by Bugs
Overall, I find Proposify to be a good product, although it seems to be struggling with growing pains that it's not quickly overcoming. The support is somewhat responsive, but I often receive generic responses that don't address my specific concerns. The software works well if I'm using the same template repeatedly without changes, but creating custom proposals can be frustrating. I appreciate how it streamlines our proposal presentation to clients, allowing us to quickly produce attractive proposals that help us close deals, as long as no changes are needed to the template. However, I've noticed a decline in development consistency over the past few years, with increasing bugs despite numerous feature updates. Simple issues that should be resolved before deployment aren't being addressed, a problem I've observed for over a year and a half. The biggest issue has been with pricing tables, which never seem to update correctly. Support often suggests workarounds, but these are hit or miss. We don't have the time to train our entire team to navigate.
June 30, 2024
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Rebecca
Proposify's Interactive Pricing Tables: A Game-Changer for Financial Advisors
As a financial advisor, I've found Proposify's interactive pricing tables extremely helpful. They allow clients to understand the cost breakdown clearly and make informed decisions
June 22, 2024
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Cynthia B
Stunning Proposals in No Time with Proposify
Proposify has revolutionized my proposal writing process. What used to take me an hour with my Word template now only takes about 15 minutes and appears more professional. I appreciate the ability to send clients an online link to view the proposal, which lets me track if they've opened it, aiding in my preparation for follow-ups. If I need to rush a proposal to a client, I can swiftly create a multi-page proposal in 15 minutes with Proposify, which has certainly boosted my sales. The reusable sections are excellent, enabling me to create attractive pages and sections and save them in a library for future use. It's also simple to update these sections as details or pricing change. The online link for clients monitors their viewing, so I know which pages they viewed and for how long. Occasionally, the editor can be slightly glitchy, but that might be due to my computer or browser.
June 15, 2024
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Adam Brown
Streamlining Proposal Approval: Proposify's Workflow Feature Boosts Consistency and Quality
As an operations manager, I've found Proposify's workflow approval feature very beneficial. It ensures that every proposal is reviewed and approved before being sent out, thereby maintaining consistency and quality
June 9, 2024
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Teresa Smith
Streamlined, Straightforward, Efficient: Proposify Transforms Business
I've had an amazing experience with Proposify. Whenever I need assistance, I always receive a response. The layout and presentation of the software are top-notch. I believe it has completely transformed our business operations after 45 years. We were in the process of developing our own system until I found Proposify. It provides everything I need to create a quote, whether it's for $500.00 or $1,000,000.00. It's that straightforward. It has entirely changed how we communicate with our clients, and our competitors can't keep up with us. Our quotes are giving us a competitive edge. The layout, design, color, and ease of use are all superb. I absolutely love it! The only thing I wish for is simpler functions to add line items and costs. I need more. The vendor responded to my review in September 2019, expressing their delight that our proposals are giving us an advantage over our competitors. They appreciated my feedback.
June 3, 2024
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Gloria D
Proposify's E-Signature: A Game-Changer for Consultants
As a consultant, Proposify's e-signature feature has been a lifesaver. It has expedited the proposal acceptance process and eliminated the need for physical paperwork
May 25, 2024
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Patrick B
Proposify's Content Library: A Time-Saving Asset for Marketing Professionals
As a marketing professional, I've found Proposify's content library extremely useful. It has saved me countless hours by providing ready-to-use content for various sections of our proposals
May 18, 2024
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Jose
Proposify: A Sales Executive's Game-Changer
As a sales executive, Proposify has been a game-changer. It has significantly reduced the time spent on drafting proposals, allowing me to focus more on client interaction. The ability to integrate with our CRM was a major plus
May 13, 2024
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Roy
Proposify: A Seamless Tool with Impressive Metrics
As an institution, we use Proposify to present our services to clients, enabling them to review our offerings and sign a contract directly from the proposal. The software is used across various departments and clearly outlines all the client needs to know about our services. It sends drafts and automatic reminder emails, making communication easier. Clients can also add notes, streamlining the process. Proposify integrates well with most of our customer relationship management programs and provides excellent measurement methods. I get alerts on my phone when someone opens or signs the proposal and can track how often people view our presentation. The biggest benefit is the significant time saved. Proposify offers visually appealing templates that are easy to use, saving time and improving aesthetics. We've received positive feedback from clients on our proposals. The initial onboarding is good, but could be better. After payment is made with Stripe, it would be helpful if clients could receive a receipt, as we currently do not provide this.
May 4, 2024
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Jacob N
Effortlessly Creating Persuasive Proposals with Customizable Templates and Analytics
its intuitive interface and customizable templates made it easy to create professional and persuasive proposals. The analytics feature was particularly useful, allowing us to track client engagement and adjust our approach accordingly
April 28, 2024
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Lauren M
Entreflow Consulting Group's Experience with Proposify
As a regular proposal writer, I find Proposify to be an excellent tool. Its best feature is the significant time savings it provides. Unlike using Word or Excel, Proposify offers beautiful, ready-to-use templates that are visually appealing and time-saving. Our clients often compliment us on the quality of our proposals. Other standout features include an easy-to-use editor, a comprehensive content library, and a signature function for signing off on proposals. I also value the insightful metrics it provides. I get notifications on my phone when someone opens the proposal and when they've signed off on it. I can also see how much time people spend on the proposal, which is often less than I expect. However, I believe there's room for improvement in the startup integration. For example, it would be beneficial if clients could receive a receipt once the Stripe payment is processed. Currently, we have to do this manually.
April 22, 2024
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Philomena G
Fantastic Proposal Tool
I think Proposify is an awesome software! I use it daily to close Digital Marketing Sales.
April 15, 2024
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Benjamin Johnson
Streamlining Proposals with Proposify: A Project Manager's Perspective
As a project manager, I found Proposify to be an invaluable tool for streamlining our proposal process
April 14, 2024