# Page 2 | Proposable Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Proposable the right Proposal Management solution for you? Explore 112 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/122529/Proposable/reviews --- Proposable 4.4 (112) [View alternatives](https://www.capterra.com/p/122529/Proposable/alternatives/) 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 March 13th, 2026 # Page 2 - Reviews of Proposable ## Showing most helpful reviews Showing 26-50 of 112 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AM Anthony M. CEO Design Used the software for: 2+ years ### "Extremely useful software" March 15, 2019 5.0 Overall, the software has been very good with only a few minor things that we did not like. Once you really get using it, it gets better and better because you build a nice library of re-usable content. Also, the support from their team has been top notch. Every email is answered in a day or less... usually a few hours.... or minutes. Pros I have used two other proposal systems before this one and both were very frustrating to use. Proposable was easier to use and had more features than the others at very near the same price. We have now been using it for years with our sales team and it has become a staple of our business software stack and baked into our daily processes. Cons The content editor is still difficult to use. Technically, this is sometimes called a WYSIWYG or WhatYouSeeIsWhatYouGet editor. It is the form element that let's you stylize text and create bullet point lists, etc. The content editor in this system is pretty darn frustrating to use if you want to do anything other than very simple text formatting. Even bullet points don't always look right. For us, this is less of an issue because we have in-house coding teams. So we can make things look great in our proposals using CSS code rather than trying to struggle with the WYSIWYG editor. Review Source VR Verified Reviewer Account Service Manager Marketing and Advertising Used the software for: 2+ years ### "Great Baseline Proposal Software for Small Teams" March 12, 2019 4.0 Our agency used to write all proposals in Microsoft Word from scratch and didn't track how many dollars were "out there". Proposable allows us to centralize all proposals for team coverage and better-hold ourselves accountable for open contracts. Pros Centralizes our proposals and provides simple tracking for views/downloads/signatures. Templates and sections allow for easy formatting of more boilerplate proposals. Cons Learning curve can be steep for some as library elements can be confusing to the uninitiated. Would like to be able to adjust margins and add branding to header/footer regions. Would also like for monthly recurring charges to appear in the proposal's total in the tracking dashboard Review Source Response from Proposable March 17, 2019 Thanks for the review! CK Clay K. Director of Business Development Accounting Used the software for: 2+ years ### "Great tool for digital business owners!" March 12, 2019 5.0 Very easy to save templates and bust out quick proposals for fast turn-around. This has helped up speed up the sales process. And it looks very professional. Pros You can see when and how long the recipient has viewed the proposal. If they have questions, they can leave comments/questions right in the proposal. It makes everything easy to look very professional on. This has saved me so much time and has sped up our normally long sales process. Cons I would love to get notifications when someone is viewing the proposal I sent to them, or if they have left a comment. I usually have to manually review this and it can easily be missed or time-consuming. The interface and UI could definitely be more robust, and the creation of proposals from templates can be confusing sometimes. There are definitely ways to streamline this and make it easier to do. Review Source Response from Proposable March 17, 2019 Thanks for the review Clay! VR Verified Reviewer Account Executive Used the software for: 2+ years ### "Proposable has made sending out agreements a sinch and really sped up the process for our sales team" May 29, 2018 4.0 Ease of use. Quick to edit and modify if needed Pros The ability we have to create new agreements on the fly, and how quickly we can adjust custom pricing and terms if needed. Plus, it's really easy for our customers to execute and get it back in the hands of our financial team. Cons They seem to go down quite a bit. There's been too many times where we've attempted to get proposals out and we can because their site is down. It can be very frustrating Review Source VR Verified Reviewer Account Executive Information Technology and Services Used the software for: 2+ years ### "Have not found anything better, great produt" September 13, 2018 5.0 Pros I had multiple, multiple people ask what software we use for our proposals, Proposable is the best I have seen. The ability to make template proposals and have them sent out within minutes has saved deals for me! Cons A bit buggy. It may be coincidence, but it always seems to be at the end of the month/quarter when things are busy for us that Proposable crashes. Support is good, but wish it would not happen in the first place. Review Source VR Verified Reviewer Operations Manager Financial Services Used the software for: 2+ years ### "Many improvements from the beginning" September 17, 2018 4.0 We have suggested changes over the years and they are very helpful with either adding those features or suggesting work arounds that work for us. Pros I like that you can drag and drop images easily as well as attachments. Cons We send out monthly reports to all of our clients through this system and sometimes it seems to get "bogged down" and we have to refresh. We end up with a lot in "drafts". Review Source VR Verified Reviewer Co-Founder, CEO Used the software for: 2+ years ### "We have a small user base at SAAS company working in live entertainment. Proposable is great." May 29, 2018 4.0 Pros Tracking sectional view time is a real asset when following up with prospective clients is our most used feature. It really help spot what piques there interest the most, or where additional explanation is needed. Cons Building your template is more akin to working in Wordpress than Microsoft Word. it is cumbersome at times. Review Source VR Verified Reviewer Director of Sales Information Technology and Services Used the software for: 1-2 years ### "Our customers ask about our proposals all the time! " December 14, 2018 5.0 I would recommend proposable to anyone that is looking for a easy to use online system. You can get implemented quickly and your customers will love it! Pros The customer experience for our customers is top notch. They love how easy it is to click the link review and accept all online. We have had a ton of our clients buy proposable after going though our sales cycle. Cons There are some things that are limited but they do a good job of adding features as a newer software company. Review Source Response from Proposable December 17, 2018 Thanks for the great review! VR Verified Reviewer Account Executive Used the software for: 1-2 years ### "Love proposable" May 15, 2018 5.0 Clean proposals to clients. Tracking when proposals are opened and accepted. Easy transition to billing page, connectivity to CRM help us capture payment. Pros I love how clean the interface looks, especially for the client. Text message updates when a proposal is viewed or accepted is life changing. Cons Although it is very customizable, there are a couple of areas that I've found difficult to make- particularly when splitting payments up quarterly or semi annually. Review Source Response from Proposable May 22, 2018 Awesome - Thanks for the great review! VR Verified Reviewer Director Used the software for: 2+ years ### "Painful" May 30, 2018 3.0 Pros can create templates for most commonly used requests for quote; can follow easily on proposals; can interact with our CRM - Insightly Cons inflexibility; slow response from customer support; updates performed without alerting users; glitches in software that aren't fixed or support team is unable to fix Review Source Leigh M. Travel Agent Leisure, Travel & Tourism Used the software for: 2+ years ### "Proposable has helped to increase sales!" July 16, 2019 4.0 Pros It helps you create visually appealing information to share with clients and colleagues Cons There is a learning curve when you first start using the software and there have been a few bugs here and there but they are quick to answer any questions or concerns we have Review Source VR Verified Reviewer Human Resources Coordinator Facilities Services Used the software for: Less than 6 months ### "Honest Opinion" September 11, 2018 4.0 Pros For the most part I'm very content with using proposable. It is a fairly easy and user friendly program, something that can be quite hard to come by in today's time. I'd definitely recommend proposable to any and all of my colleagues. Cons The biggest issue for me is the navigating the site. Some features are not marked as they should be in my opinion. For example, there was one day where I needed to find a specific contact. To do so I figured I'd need to go to my contacts, which was in fact true. However, I went look through numerous tabs until i finally decided to look under the settings tab. This was very confusing as the settings tab is not where I'd look to find my contacts. So to conclude i think it'd be an improvement if certain features or items were marked clearly I'd definitely prefer a tab dedicated to contacts. Review Source DV David V. Managing Director Computer Software Used the software for: 2+ years ### " Proposable is worth its weight in gold, get it, use it, and you will win sales from it." November 8, 2018 5.0 We have been using proposable for many years.. the software is very secure and we have had 100% uptime. The customer service is first class, and we have only ever been left with the impression that the team at Proposable seriously care about quality​ and value. Pros We love Proposal. It is a game changer. This saves us hours of work typing up proposals. We can set deadlines, we get alerts when customers read the proposal and above all,​ it gives us a very professional image. It integrates easily with our CRM software and allows us to accurately plan our sales pipeline​. Cons There is nothing to dislike. The set up was easy and we were even given a free "onboarding" session. The only thing we dislike is that we didn't​ start using​ it sooner! Review Source Response from Proposable November 20, 2018 Thanks David for a great review! VR Verified Reviewer Business Development & Operations Computer Networking Used the software for: 2+ years ### "I work at an IT MSP and we use proposable as a back-up quoting and proposal system" May 29, 2018 4.0 Pros We love the way our proposals look, the ease of use and how cost effective it is for our company. It is simple for anyone on our sales team to create and send proposals, as well as view previous proposals and the current status. Cons Unfortunately the software does not link to our vendors for quoting purposes, nor does it integrate with our CRM. This is why we use proposable as a back-up option. Our primary quoting tool intergrates with other platforms which allows for seamless transition to CRM and invoicing. Review Source MJ Matt J. Account Executive Used the software for: 2+ years ### "The easiest and most convenient way to send proposals" July 19, 2018 5.0 Saves me time and makes it easy on my clients to access the proposal. Pros Where do I start with this system? I have used this software for 2 years now and have only loved it from day 1. It is very easy to create proposals and for clients to view/download contracts. Cons Sometimes very nit-picky companies (typically schools and government) need more robust or details proposals than what is capable within Proposable Review Source Response from Proposable July 27, 2018 Thanks Matt for the great review. Glad you're enjoying it! HY Heidi Y. Project Manager/Estimator Construction Used the software for: 2+ years ### "Creating a proposal. " March 21, 2019 5.0 As a company we generate estimates constantly. Proposable stream lines the process. Pros Proposable is easy to use. The layout of the proposal is clean and organized and very professional looking. Overall using proposable is fairly easy and customer support is good. Cons There are times will the body of the proposal will be cut off or dropped down in the box below. I haven;t figured out how to fix it. Review Source Response from Proposable March 22, 2019 Thanks Heidi for the great review! VR Verified Reviewer Chief Executive Officer Information Technology and Services Used the software for: 2+ years ### "Proposable Review" September 17, 2018 4.0 The program is pretty intuitive and easy to use. It’s very easy to draft, send and receive analytics and feedback on a proposal once it’s out in the wild. Overall, I’m happy with the program. Pros I like that it can be customized with company logos, etc. I also appreciate the analytics that allow the user to see who has viewed a proposal and how much time was spent on each page. Cons I don’t like that in order to change pricing tables, I have to unhide columns to edit then go back in and re-hide after I’m finished. Also copying and pasting text in even if formatting has been removed makes it so I have to play with the spacing and font quite a bit before it’s right. I’d like it if the edit view and preview showed the same spacing, font face and size. Review Source JB Jason B. CEO and Creator of Possibilities Design Used the software for: 1-2 years ### "Proposable makes it easy to quickly duplicate, send and track proposals." May 29, 2018 5.0 Tracking to see when a client opens a proposal is by far the biggest benefit. And I like that they get a reminder as the expiration date is approaching, but I'd like to get reminders too. Pros Easy of use. To click "duplicate" and find the contact (from HubSpot) and be able to have a proposal created in seconds... that's just awesome. Cons My biggest complain is the search capability... Sometimes I want to find a proposal across multiple statuses, or find a proposal that contains something specific, and currently, I can't do that... I need to put everything I could ever want searchable later, right in the proposal's title, which means I can't use that within the proposal. Also, when I use the date shortcode, it includes the time, which is weird when I'm using it to say "this proposal is good for one year from {date}. And sometimes I have issues with page breaks when I have a lot of text in a single text area that spans multiple pages. Review Source VR Verified Reviewer Business Development Manager Used the software for: 6-12 months ### "Does what it advertises to do, albeit sometimes difficult to use the library and formatting" May 29, 2018 3.0 Quick generation of proposals once the library of content was developed. Easy to send proposals via email. Easy to approve or decline proposals. Archive of proposals such as approved, declined, draft, in-progress, and so on. Pros Generates and monitors a proposal for ease of approval and review. Once someone creates a library of content, then it's easy to combine the sections and send a proposal to a client. A client can approve electronically. Collaboration tools help to keep comms both internally and with proposal recipient regarding comments and changes. Cons Creating the content. Difficult to use tools for editing. What you see is not what you get. Seems to require a knowledge of HTML to get formatting right. Review Source TS Tracy S. Sales - Partner Computer Software Used the software for: 2+ years ### "Proposable saves me time & allows me to deliver information to prospects & clients quickly" September 11, 2018 4.0 By using templates and integrations, we eliminate duplicate data entry. This effective practice falls in line with our lean principles as a company. Pros With our great looking templated proposals it takes me under 1 minute to generate and send a fantastic looking proposal to prospects and clients. Due to the great integration with Pipedrive, there is next to no manual data entry (other than quantity and price variations). It fits with our overall philosophy to keep information consistent, current and on the cloud. Cons I have nothing bad to say about Proposable, it is a pleasure to work in. Review Source VR Verified Reviewer Owner Used the software for: 2+ years ### "Use it Weekly for Awesome Looking Proposals" June 4, 2018 5.0 Pros I can make changes from any device and deliver electonically to my clients you can save templates, upload photos for future use and share across the Team Cons The website interface takes a little bit of time to getting used to and I still have issues navigating sometimes Review Source CD Connor D. Sales/Marketing Lead Telecommunications Used the software for: 2+ years ### "Will Be The Standard in the Future" September 11, 2018 5.0 It's been nothing short of amazing. Pros It's super easy to use, not only for the seller but for the customer as well. It keeps track of all your SKUS and there are many templates to choose from. I have even had to reach out to the owner/developer for an odd request and he was able to accommodate that for me and made it a great experience. Cons This software has NO flaws. Seriously I can't stress enough how well this product works. I believe it will be the standard proposal site in the future. Review Source Bryce V. Owner Opperator Used the software for: 6-12 months ### "Good" May 30, 2018 4.0 Pros Gui platform and e sign options allows user access on mobile. Easy to use templates and save feature. Cons Doesn't integrate directly with invoice software at pricepoint and doesn't have mobile direct application Review Source LV Lisa V. Sr. Director of Operations & Compliance Computer Software Used the software for: 1-2 years ### "Quotes never looked better!" March 12, 2019 4.0 Very good because the company is responsive to feature requests for improvements. Pros The modern look and feel of the proposals was a great upgrade for us. Cons The estimate needs to be enhanced to allow for unit (x) quantity = monthly rate (x) number of months = total. As it is now, some of the calculations are manual (you have to start with monthly rate) and subject to errors. Review Source Response from Proposable March 17, 2019 Thanks for the review Lisa and also for the feedback! Seth K. Account Executive Used the software for: 1-2 years ### "Extremely happy with Proposable, hands down the best sales tool I've used" May 29, 2018 5.0 Saves time, allows me to track client interactions, easy for the clients to accept. Pros Simple and easy to use and saves me quite a bit of time. The tracking has been a major benefit for my sales process as well. Cons There is not anything I dislike about Proposable. I don't know if there is any one aspect of the platform where I've seen a downside. Review Source Response from Proposable May 31, 2018 Thanks for the great review Seth! Similar Products Featured