--- title: "Proposify Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Proposify the right Contract Management solution for you? Explore 299 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/133332/Proposify/reviews/" page_type: "reviews" language: "en" --- Proposify 4.4 (299) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 16th, 2026 # Reviews of Proposify Ease of use 4.3 Customer Service 4.4 ## Pros and Cons in Reviews JB John B VP SalesConstruction, 11 - 50 employeesUsed the software for: 1-2 years. “I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective.“ May 16, 2025 Elon E Project FinanceBanking, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “Pricing may also become less attractive for small teams or lower proposal volumes.“ April 30, 2026 JH James H Workplace SolutionsTransportation/Trucking/Railroad, 11 - 50 employeesUsed the software for: 1-2 years. “Good to have depository of past proposals and duplicating is easy method to quickly get a new submission out the door; also like ability to pull up known contacts and companies.“ September 17, 2024 NA Nathan A Regional Vice PresidentHigher Education, 11 - 50 employeesUsed the software for: 1-2 years. “It gets a bit wonky with cache with your PC-- so you have to refresh reguarly to make sure things are saving.“ September 16, 2024 AS Alex S Business Development Manager and Senior Marketing StrategistMarketing and Advertising, 11 - 50 employeesUsed the software for: More than 2 years. “I enjoy the ability to create templates and streamline my proposals.“ September 16, 2024 JG Jamie G Senior Account ManagerBusiness Supplies and Equipment, 11 - 50 employeesUsed the software for: 6-12 months. “Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease“ October 27, 2024 AT Atour T AnalystResearch, 51 - 200 employeesUsed the software for: I used a free trial. “Our remote team finds it simple to maintain consistency among the several estimates we utilize, and we can monitor the status of each estimate from a single dashboard.“ November 14, 2023 SJ Sara J Sales Operations SupportFacilities Services, 201 - 500 employeesUsed the software for: 1-2 years. “Most of our account reps work on their own financial documents in Microsoft Word. When they copy and paste it into Proposify, it looks terrible.“ September 12, 2024 ## Showing most helpful reviews Showing 1-25 of 299 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Elon E. Project Finance Banking Used the software for: 6-12 months ### "Excellent proposal workflow tool, but pricing and advanced editing should be reviewed" April 30, 2026 4.0 Pros What I liked most about Proposify is how it removes friction from the proposal process. In practice, teams can use templates, content libraries, approvals, pricing tables, and e-signatures instead of manually editing Word or PDF files. For example, this reduces errors, shortens turnaround time, and improves close rates. Cons What I liked least about Proposify is that some advanced formatting or pricing table edits can feel restrictive. Pricing may also become less attractive for small teams or lower proposal volumes. In more customized sales environments, setup discipline is important. Review Source AS Alex S. Business Development Manager and Senior Marketing Strategist Marketing and Advertising Used the software for: 2+ years ### "Efficient Proposal Builder for Businesses" September 16, 2024 4.0 Overall, this platform has been the backbone of my department with creating a positive digital impression of how our team presents packages to potential clients. Being a part of a digital marketing firm, having our best foot forward digitally has increased our authority in our market. Pros I enjoy the ability to create templates and streamline my proposals. Having a built out system to continually turn around proposals efficiently has helped me win more deals. Cons Sometimes the formatting of terms and conditions and table building for pricing can be a bit glitchy when copy & pasting new terminology or updating pricing. Switched from [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) Ease of use as well as company adoption internally. Review Source NP Nathan P. Account Executive Computer Software Used the software for: 1-2 years ### "Usage by an AE" October 22, 2024 3.0 I'm an individual contributor using proposify, and i recognize Pros I do like that you can tell a story in the presentation of the proposal. Cons It takes a lot to set up the presentation pages to make it look good and helpful. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) We were using Docusign very manually pulling in order forms from excel. Review Source VR Verified Reviewer eng Computer & Network Security Used the software for: 6-12 months ### "Proposify overall review " April 19, 2025 5.0 cloud-based platform that helps businesses create professional, customizable proposals, contracts, and quotes Pros saves time with reusable templates, Transparent client interaction tracking, Strong branding customization Cons Steeper learning curve for advanced features, Pricing can be high for small teams Switched from [Qwilr](https://www.capterra.com/p/143254/Qwilr/) Prices and support were different terms. Review Source JB John B. VP Sales Construction Used the software for: 1-2 years ### "Wowza Proposals!" May 16, 2025 5.0 Proposify helped me (maybe it was more like I helped Proposify do the work...) create effective and powerful proposals. We went from boring, hum-drum business "letters" to full-colour, wowza proposals without much training at all! It's a great product and the built-in document management/signatures is very cool. Pros Proposify was extremely easy to use. I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective. The document tracking was kind of cool, too! Cons There wasn't much that I didn't like. We had a one year plan and while I thought that the cost was reasonable, upper management disagreed! Review Source JG Jamie G. Senior Account Manager Business Supplies and Equipment Used the software for: 6-12 months ### "The right idea but the execution lacks" October 27, 2024 3.0 Pros The ability to send professional proposals is incredibly useful Cons Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease Review Source Alejandra P. Director, Brand Communications & Development Marketing Construction Used the software for: 1-2 years ### "Proposify has great metrics" May 22, 2023 5.0 Our institution uses Proposify as a way to showcase our services to clients, allowing them to examine everything we offer and sign a contract with us from the proposal. It is used by other department heads, so there is no problem with misinterpretations. Everything the client needs to know about how we work for them is clearly stated and beautiful. Pros Because it sends drafts and can have automatic reminder emails, there is reciprocal communication between both sides of the draft that you can have: clients have the ability to write reciprocal notes. It just makes everything very seamless and integrates with most of your customer relationship management programs. There are wonderful, stealthy measurement methods that we love. On your smartphone, you'll get alerts through the app when someone opens your proposal and has signed. You may also log into the app and see how often people are looking at your presentation. Therefore, the most appreciated feature is the enormous amount of time saved. If someone has used word processing programs like Word or Excel, they probably have a poorly developed mind. Proposify's purpose is excellent because there are visually appealing templates ready to use, it helps you save time and is visually pleasing. We received numerous comments from our clients when we sent them alternative proposals that we thought would look amazing. Cons The initial onboarding is wonderful, however, a little more love should be shown there. After payment has been made with Stripe, could clients receive a receipt? This could be helpful, since by this time we have to do it by hand in QuickBooks. Review Source VR Verified Reviewer Area Director Marketing and Advertising Used the software for: 1-2 years ### "A mediocre, limited proposal management software" October 3, 2022 3.0 Pros I like the ability that you had to be able to use custom background pages when creating templates in allowed for easy branding. Cons The limitations on customization of templates, organization of constant pages, and the lack of freedom for multiple users to access the platform simultaneously are a few of the drawbacks. Review Source CV Catalina V. Owner Events Services Used the software for: 2+ years ### "Great in concept but buggy as hell" January 13, 2022 3.0 Overall it WAS a great product. It's going through growing pains but they don't seem to be growing out of it anytime fast. The support is somewhat responsive although 9/10 I get a canned response that doesn't really answer my question. If you are using the exact same template over and over again with no changes then you will probably have no issues but if you build a custom proposal for your clients it will be a frustrating task. Pros I love how it streamlines our proposal presentation to clients. We are able to quickly produce proposals that look beautiful and help us close... when there are no changes needed to be made to the template. Cons In seems that over the past few years the dev consistency has gone down a lot. There are a lot of feature updates but more and more bugs. Simple things that should be flushed out before deployment are not being done and this has been something I have seen for over a year and a half. The biggest issue so far has been pricing tables. You're prompted to update to the new tables but it never works. Support just tells you to do a few workarounds and sometimes it works and sometimes it doesn't. We don't have time to teach our entire team how to navigate the bugs. Before that there was a bug with being able to update simple text, you couldn't select a text box and you had to refresh every time. Before that, your templates would load blurry and then you had to scroll all the way to the bottom of the page then back up to be able to edit anything. I used to love this software so much but I don't know what happened. It went from saving us time to costing us time and causing hours of frustration. A common phrase of frustration in our office is "Why Proposify" WHY???" I am in the process of looking for an alternate to move my entire team to. Review Source Response from Proposify Inc. February 18, 2022 Hi Catalina! Thanks for leaving your review. Feedback like yours helps us get better! Customizing templates can sometimes be challenging. We now offer a custom template service, where our designers work with clients to create dream proposal templates! We also offer consultations to help our customers build better custom templates. Please let us know if these services are right for you and your team. We have received customer feedback about the pricing tables and have launched an internal team to focus on improving this experience. Our VP of Product would like to hear more about your experience, to help improve the overall product and your direct experience with Proposify. If you're interested, please reply to this thread and we will get you in touch. Carlos L. Software Engineer Information Technology and Services Used the software for: 2+ years ### "Allows interactions with clients with better results " July 20, 2023 5.0 Thanks to the segmentation and monitoring of interactions, it allows us to offer our clients a more personalized service adapted to their needs. Constantly increasing sales and satisfaction of both clients and professionals Pros I like it because it has an approach focused on efficiency and business customization, this platform offers intuitive and powerful solutions to help maximize results and maintain a solid relationship with your clients. It helps to keep track of interactions which allows detailed tracking of all interactions with customers, whether by email, phone calls or any other way. This will help you keep a complete record of communications and provide a more personalized service. Bearing in mind that with more efficient and personalized customer management, you will be able to increase customer retention and generate new sales opportunities. Cons The use of a new tool may require a period of adaptation and learning to get the most out of it, but I consider that this solution is aimed at almost any organization with efficient results Review Source LL Laurie L. Business Development Manager Marketing and Advertising Used the software for: 2+ years ### "Great Proposal Software!" September 11, 2024 5.0 I have enjoyed using it and have never had any problems that I can't get an answer for. Pros It's very user-friendly and easy to add slides. It's easy to adjust tables or pricing or anything that I need to change. Cons I don't like it when new updates are made. but that's not a big deal. I know adjustments and improvements are important. Review Source NA Nathan A. Regional Vice President Higher Education Used the software for: 1-2 years ### "Best Product I have used so far" September 16, 2024 4.0 Pretty good.. like it better than using google sheets or MS Word. Pros I love the way you can build pricing tables and templates into a proposal. Then you can customize even further with added personalization. Cons It gets a bit wonky with cache with your PC-- so you have to refresh reguarly to make sure things are saving. Then it takes some learning to know where to click with you mouse to drag/drop and open menus. Review Source VR Verified Reviewer Enterprise Implementation Manager Computer Software Used the software for: 2+ years ### "Lovely proposal tool, but could be better" April 9, 2019 4.0 Overall I like the tool, but it's a shame that there are a few obvious bugs that can cause frustration. Being able to approve proposals before they are sent is an essential feature and this handles it with some ease. Pros I love the ability to create proposal templates so that sales teams can create sales quotes quickly and easily. The ability to provide a review step is also key to quality control, and we use this all the time. Being able to see when a client has opened and viewed the proposal is also fantastic. Cons It can be a little buggy at times - we have multiple teams set up in the tool, but some staff work across the teams. This causes issues with Proposify, especially when reviewing proposals as clicking on the links in emails will ask you to sign in, but won't actually take you to the proposal. Even if you are logged in, it won't do this. I contacted support and they said it was down to the team settings and to create multiple user accounts for people who needed to be cross-team - this was silly as the pipeline feature would then break. The editor in the tool can also be a pain to work with - it's very clunky in parts and adding simple tables can be an infuriating experience. Review Source Response from Proposify Inc. April 11, 2019 Hi there, thanks for taking the time to leave us a review. We're happy to hear that Proposify is helping your sales team is streamline their proposal process, and that the client insights is a valuable tool for your team! We appreciate your feedback - our Development team is always working to improve the user experience and we welcome your comments. It helps us make Proposify even better! Thanks for choosing Proposify, and happy closing! VR Verified Reviewer Analyst Real Estate Used the software for: 2+ years ### "Save time & win clients" May 18, 2019 5.0 Could not be happier with our choice on using this software. Pros This software is great for creating gorgeous looking proposals that won us more clients and has significantly reduced the amount of time it takes to create proposals. Cons There are occasional bugs in the software that can be frustrating but the support staff make everything worthwhile. Review Source Response from Proposify Inc. May 24, 2019 Hi there, Thanks for your review! So glad to hear that you're able to deliver high-quality proposals to your clients in less time using Proposify, and we're thrilled that you're also winning more deals! We appreciate your honest feedback, and we're excited to help you close more deals in the future. Best of luck with your upcoming proposals! JR Jessica R. Director of Operations Accounting Used the software for: 2+ years ### "Easy to use, after a bit of practice" March 4, 2024 4.0 We are happy with it and will continue using it! Pros Keeps track of all our outstanding proposals, and seeing who has viewed the proposal and when. Notification of when a proposal is won or lost Cons Takes a bit of practice to work out the best way to use the app for your needs. I wish it integrated with Quickbooks Enterprise Review Source MT Muturi T. Accountant Business Supplies and Equipment Used the software for: 1-2 years ### "My Experience Using Proposify" April 29, 2024 5.0 Pros I like the electronic document signing solution The software makes document management easy The tool is a great CPQ Cons Not single problem with Proposify. It is quite effective. Review Source JV Julie V. General Manager Facilities Services Used the software for: 1-2 years ### "proposify daily user" September 6, 2024 4.0 good, fast. sometimes it locks up and i need to reboot, but not often Pros The ease of putting together a proposal. client management Cons tracking issues with a proposal being viewed or downloaded Review Source KC Katie C. Business development manager Marketing and Advertising Used the software for: 1-2 years ### "Proposify review" September 11, 2024 5.0 It has been a great experience! Love the platform Pros Easy to use and integrates well with CRM Cons I like the platform alot nothing I dont really like. Review Source Bevan M. Used the software for: 1-2 years ### "Impressive Proposals in Minutes" September 30, 2016 5.0 Proposify has totally streamlined the way I write proposals. What used to take me an hour or so with my Word template, now happens in about 15 minutes - and it looks more professional. I also love that I can send clients a link to view online, which means I know if they've opened the proposal or not, so on following up I can be more prepared. In the past if I need to get a proposal to a client really urgently, I might end up doing a one page quote with a few details and pricing, but with Proposify, I can whip up an impressive multiple page proposal in 15 minutes - and it's definitely getting me more sales. Pros The reusable sections are fantastic, you can create great looking pages and sections and store them in a library ready to drop in as required. And it's easy to update those as details or pricing change. Online link for clients to view the proposal tracks their viewing so you know which pages they viewed and for how long on each page. Cons On occasion the editor can be a bit glitchy, but that might be my computer/browser at fault. Review Source Ahmed S. Social media marketing and design expert Media Production Used the software for: 6-12 months ### "Create the best proposals with Proposify" February 5, 2021 4.0 My overall experience has remained quite pleasant till now the software has helped me become better at creating proposals for clients Pros What I really like about Proposify is the fact that they have a large variety of proposal templates and you can choose the best one according to your needs. Cons I don’t like how they don’t offer you a free trial like most other similar softwares do and it would be great if users had a chance to test the software before paying for it Review Source Response from Proposify Inc. February 11, 2021 Hi Ahmed, thanks for taking the time to leave this review. While we don't offer a freemium pricing tier, we do offer a 14-day free trial to give you a chance to try out our software before you decide whether it's the right tool for you. We appreciate your feedback and wish you the best of luck on any upcoming proposals! ZK Zachary K. Proposal Writer Marketing and Advertising Used the software for: 1-2 years ### "Quality Product Run By Quality People" December 12, 2016 5.0 Our company went from delivering Word documents that lacked credibility or InDesign files that weren't universally available to our clients to being able to shoot professional proposals via an active website link. As a digital marketing agency, this was exciting for clients looking for a progressive team to bring fresh ideas. In addition to its easy-to-use client interface, I have had zero issues training team members to use the software. The number of "wow, that's cool" and "it's really that easy?" comments are a testament to the thoughtfulness that Proposify put into creating this platform. And, maybe the most important aspect for me when it comes to anything I use, their customer service is second-to-none. Their quick responses and personal replies make asking for assistance a non-issue... which is saying something coming from a stubborn man such as myself. Pros Easy to use, great looking and amazing customer service Cons The text formatting can become an issue from time to time. For example, an entire sentence might turn bold when I try and only bold a few highlighted words. These things are all easily fixed but can become a slight frustration when working against a timeline. That being said, a Proposify team member has been great help every time I reach out regarding any issue. Review Source VR Verified Reviewer Marketing & Business Intelligence Assistant Architecture & Planning Used the software for: 2+ years ### "Proposify for small business" September 17, 2018 5.0 Pros We use Proposify to create proposals for clients. The program allows us to insert pictures, as many pages as we want, and create a professional-looking proposal for our clients to review and sign. Cons For our purposes, there isn't anything we dislike about Proposify. It is a great option if you need to create proposals or detailed sales material. Review Source MK Megan K. Lead, Customer Sucess BPM Construction Used the software for: 1-2 years ### "A Huge Help" September 11, 2024 4.0 Proposify has been a great tool for our company. It allows my team to send information in a clean, easy to read format that we didn't have previously Pros clean presentation and the ability to add templated material Cons sometimes editing can be difficult if while using a template Review Source ND Nick D. Director Data Science Used the software for: 1-2 years ### "Very poor quality product, Poor integrations, Poor proposal layouts that are inconsistent" June 21, 2018 3.0 Cheap. Pros Cheap. Integrates with a lot of applications. Relatively flexible design. Mobile App is not bad. Cons \- Everything is set in Northern Virginia, US time and all notifications, dashboard timing is our of your time and makes it very confusing to use for us to track when we sent a proposal and when the customer received reminders. - The layout is very inconsistent and tables are constantly going over the text and images in PDF version when in the web version it was OK. And what you see in the system is different to what customer gets. Very frustrating. Especially with 2.0 version. - Support is useless and in chat replies on the next day, best case scenario and their replies are shot and more designed to get you off their back not to provide the solutions. - With version 2.0 our customers almost never serve the email and because it is sent via their server we could never track if the customer actually received it. - No ability to track bounced proposals. Basically you have to run blind. - CRM integration is horrible and creates a lot of duplicates in our CRM. Review Source VR Verified Reviewer CEO Facilities Services Used the software for: Less than 6 months ### "Unreliable software, bad customer service" February 27, 2020 2.0 The editor for the proposals is ok, other than that the tool is garbage. We have constat problems and complains that customers can't open proposals (we can reproduce the errors) and we're losing business. This is not a temporary issue unfortunately, so I'd adive anyone to avoid this software because it instead of helping it gets in the way of closing new business. Pros The editor is good, lots of customization possible Cons Reliability & customer service are subpar at best. Alternatives considered [Quotient](https://www.capterra.com/p/131897/Quotient/) Review Source Response from Proposify Inc. March 6, 2020 Hi there! We're sorry to hear you're having trouble and that you're not getting value out of our software. Our team is definitely here to support you 100% and would love to chat further about your experience and see how we can improve, if you'd like to connect with us (support@proposify.com). Looking forward to hearing from you! ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.