# Proposify Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of Proposify Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Proposify Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/133332/Proposify --- # Proposify Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 26, 2025 Written byShubham Gupta Shubham Gupta Shubham is a writer at Capterra, specializing in project management. His research for Capterra is informed by nearly 200,000 authentic user reviews and more than 10,000 interactions between Capterra software advisors and project management sof... [See bio & all articles](https://www.capterra.com/resources/author/sgupta/) Edited byCaroline Rousseau Caroline Rousseau Content Editor After three years of building surveys, analyzing data, and writing her own research, Caroline has been a senior content editor since 2022. Her previous experience as an analyst converged into a skill set that allows her to help her peers devel... [See bio & all articles](https://www.capterra.com/resources/author/caroline-rousseau/) Content Editor Written by [Shubham Gupta](https://www.capterra.com/resources/author/sgupta/) Shubham is a writer at Capterra, specializing in project management. His research for Capterra is informed by nearly 200,000 authentic user reviews and more than 10,000 interactions between Capterra software advisors and project management software buyers. Edited by [Caroline Rousseau](https://www.capterra.com/resources/author/caroline-rousseau/) Content Editor After three years of building surveys, analyzing data, and writing her own research, Caroline has been a senior content editor since 2022. Her previous experience as an analyst converged into a skill set that allows her to help her peers develop and produce compelling content about today’s business matters. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Proposify Proposify Overview: ### Key takeaways Insights from verified Capterra reviews Proposify helps small businesses create, send, and track proposals with e-signatures and engagement metrics. Sales and marketing teams that send frequent proposals use it most. Reviewers appreciate its templates and tracking tools, but some report formatting issues and slow support. Recent updates—AI grammar checks and flexible pricing tables—aim to improve editing speed and layout control. ### Our verdict Proposify is most valuable when proposal volume and presentation quality are business-critical, but buyers should weigh its editing limitations and support responsiveness against its strengths. Teams that rely on structured approvals and CRM syncing will find its advanced controls worth the investment. Overall rating Based on 298 user reviews Reviews sentiment Positive 88% Neutral 7% Negative 5% Pros & cons Time-saving customizable proposal templates Efficient client engagement tools Clunky and unreliable text editing Frequent software glitches and bugs Starting price $19 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Proposify alternatives Highest Rated [4.7 (9,271)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (1,243)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting price $78.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.7 (678)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/133332/Proposify/alternatives/) ## Pros and Cons Time-saving customizable proposal templates 91% positive reviews out of 53 Most reviewers describe templates as highly customizable, visually appealing, and a major time saver for proposals. Melanie A Consultant/Trainer, 2 - 10 employees. "I like that users could easily modify the templates and that there are a variety of quality templates available." Clunky and unreliable text editing 91% negative reviews out of 23 Most users report text editing is cumbersome, glitchy, and prone to bugs, causing workflow interruptions and frustration. Michael D Principal Consultant, 2 - 10 employees. "Also cutting and pasting does not function from the web browser editor." Efficient client engagement tools 91% positive reviews out of 35 Most reviewers indicate client management improves communication, personalization, and sales effectiveness, enhancing client relationships. Carlos L Software Engineer, 10,001+ employees. "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." Frequent software glitches and bugs 91% negative reviews out of 22 Most users say bugs and glitches are common, leading to lost data, crashes, and significant user frustration. Streamlined diGital signature process 91% positive reviews out of 35 Most users report signatures are easy, convenient, and impress clients with seamless online contract signing. Alejandra P Director, Brand Communications & Development Marketing, 201 - 500 employees. "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." Inconsistent and difficult text formatting 91% negative reviews out of 22 Most reviewers find text formatting unpredictable, hard to control, and frequently disrupts collaboration and document appearance. ## Proposify's interface Proposify’s interface supports quick proposal creation and client tracking, but users often encounter friction when editing text or formatting templates. While the layout is easy to navigate, slow load times and glitches can disrupt workflow. 2+ Shubham Gupta Teams working in Proposify often benefit from its clean layout and reusable templates, but reviews show that formatting issues—especially when copying from Word—can slow down proposal prep. Expect occasional workarounds to keep documents visually consistent. Ease of Use 4.3 (297) 4.3 Based on 297 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Shubham Gupta Proposify’s advanced tools help teams manage complexity by enforcing approval logic, separating workstreams, and syncing data across systems. These features support layered workflows and multi-team collaboration. Features 4.3 (288) 4.3 Based on 288 reviews Proposify includes advanced features for proposal control, team governance, and integration flexibility. User roles and permissions 0 reviewers rated this feature Lets admins assign granular access levels to control who can view, edit, or send proposals, reducing errors and maintaining compliance across teams. Approval workflows 0 reviewers rated this feature Enables multi-step review processes so proposals can be vetted by managers or legal before being sent to clients. Multiple workspaces 0 reviewers rated this feature Supports separate environments for franchises or distributed teams, helping maintain brand consistency while managing localized content. API access 0 reviewers rated this feature Allows businesses to build custom integrations with their CRM or billing systems, streamlining data flow and reducing manual entry. AI grammar check 0 reviewers rated this feature Automatically flags spelling and grammar issues before sending proposals, helping teams avoid last-minute errors and maintain professionalism. Auto-alignment guides 0 reviewers rated this feature Improves layout precision by showing visual guides when moving elements, making it easier to create clean, structured documents. Flexible pricing tables 0 reviewers rated this feature Lets users add columns and customize pricing formats to match their billing models, reducing manual edits. Template migration to V3 0 reviewers rated this feature Allows users to transfer existing templates into the new editor, preserving structure and reducing setup time. All key features (77) Define levels of authorization for access to specific files or systems 33.33% of 3 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities 0.00% of 1 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 0% of 0 reviewers... Automatically flags spelling and grammar issues before sending proposals, helping teams avoid last-minute errors and maintain professionalism. 0 reviewers rated this feature Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 0% of 0 reviewers... Application programming interface that allows for integration with other systems/databases 0% of 0 reviewers... Allows businesses to build custom integrations with their CRM or billing systems, streamlining data flow and reducing manual entry. 0 reviewers rated this feature Manage the process of evaluating documents or requests submitted for approval 0% of 0 reviewers... Route documents and other data through one or more stakeholders for review and approval 0% of 0 reviewers... Enables multi-step review processes so proposals can be vetted by managers or legal before being sent to clients. 0 reviewers rated this feature A record of all activities within the system, including user access, changes made, etc. 0.00% of 1 reviewers that rated this feature as important or highly important Improves layout precision by showing visual guides when moving elements, making it easier to create clean, structured documents. 0 reviewers rated this feature Automatically formats data in a predetermined way 0% of 0 reviewers... Create and manage digital catalog of products/services with their details, specifications, and price 0% of 0 reviewers... Communicate using direct chat or messages within the system 0% of 0 reviewers... Provides a channel for team members to share media files, communicate, and work together 25.00% of 4 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders 0% of 0 reviewers... Configure existing workflows to meet your organization's needs 0% of 0 reviewers... Manage, organize, and store contact information 25.00% of 4 reviewers that rated this feature as important or highly important Centralized repository to store content and assets 33.33% of 12 reviewers that rated this feature as important or highly important Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving 0.00% of 4 reviewers that rated this feature as important or highly important Create, edit, and revise contracts/written agreements 100.00% of 1 reviewers that rated this feature as important or highly important Track, store, and access client contracts or licenses 20.00% of 5 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 33.33% of 3 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding 0.00% of 1 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases 0% of 0 reviewers... Alter the layout and content of reports 0% of 0 reviewers... Pre-designed layouts that can be customized to match preferences and requirements 60.00% of 15 reviewers that rated this feature as important or highly important Import and export data to and from software applications 33.33% of 6 reviewers that rated this feature as important or highly important Electronic signing method that validates the authenticity and integrity of a digital document 33.33% of 6 reviewers that rated this feature as important or highly important Track products that are for sale at a reduced price or part of coupon promotions 100.00% of 1 reviewers that rated this feature as important or highly important Automated or logic-based workflows that assist in the creation of electronic documents 0% of 0 reviewers... Custom forms to streamline repetitious aspects of a document 0% of 0 reviewers... Store, manage, and track all electronic documents in a centralized location 45.45% of 22 reviewers that rated this feature as important or highly important Review and analyze existing information across documents 50.00% of 2 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system 0% of 0 reviewers... Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file 0% of 0 reviewers... Assemble applications and processes by dragging over and arranging pre-built components 0% of 0 reviewers... Digitally sign online documents 54.55% of 22 reviewers that rated this feature as important or highly important Lets users add columns and customize pricing formats to match their billing models, reducing manual edits. 0 reviewers rated this feature Caters to sales teams 0.00% of 1 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends 0% of 0 reviewers... Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support 0.00% of 1 reviewers that rated this feature as important or highly important Supports separate environments for franchises or distributed teams, helping maintain brand consistency while managing localized content. 0 reviewers rated this feature Accept, record, and reconcile financial transactions 0% of 0 reviewers... Pre-defined templates within a library for common cases such as contracts, websites, emails, and more 100.00% of 1 reviewers that rated this feature as important or highly important Calculate rule-based prices for a product/service 0% of 0 reviewers... Calculate rule-based prices for a product/service 0% of 0 reviewers... Tool used to determine accurate pricing and product eligibility for borrowers 50.00% of 4 reviewers that rated this feature as important or highly important Streamlining repetitive tasks and activities through automated and predefined workflows 100.00% of 2 reviewers that rated this feature as important or highly important Customize the specifications of a finished product to meet the particular needs of a customer 0% of 0 reviewers... Reporting on how each user, task or process has advanced since its initiation 50.00% of 4 reviewers that rated this feature as important or highly important Plan and coordinate all the resources, costs and time needed to execute assignments 0% of 0 reviewers... Estimate or forecast of a future scenario based on the study of present trends 0% of 0 reviewers... Create proposals based on costs of labor and materials 63.16% of 19 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers 41.18% of 17 reviewers that rated this feature as important or highly important Receive data and information in real time 0% of 0 reviewers... Notifications that are delivered to users as soon as an event occurs 0.00% of 1 reviewers that rated this feature as important or highly important Timed notification for any upcoming task, deadline, appointment, or activity 0.00% of 2 reviewers that rated this feature as important or highly important Manage and track the renewal process for various services, subscriptions, contracts, or licenses 0% of 0 reviewers... Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 0% of 0 reviewers... View and track pertinent metrics to find patterns and gain insights from data 0.00% of 1 reviewers that rated this feature as important or highly important The process of creating a questionnaire and submitting it to prospective vendors. 0.00% of 1 reviewers that rated this feature as important or highly important Manage and process incoming documents detailing requests for proposals 75.00% of 4 reviewers that rated this feature as important or highly important Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 0% of 0 reviewers... Search and filter data across systems to locate required information by entering keywords or certain criteria 0% of 0 reviewers... An agreement that's only valid if signed by all involved parties, sealed, and delivered 0% of 0 reviewers... Track the status over time for a request, process, asset, or transaction 50.00% of 2 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression 100.00% of 1 reviewers that rated this feature as important or highly important Allow multiple team members to edit and work on the same document 0% of 0 reviewers... Create, save, and re-purpose templates for emails, forms, etc. 0.00% of 1 reviewers that rated this feature as important or highly important Allows users to transfer existing templates into the new editor, preserving structure and reducing setup time. 0 reviewers rated this feature Sample files or documents that could be customized as needed or used as is 63.33% of 30 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes 57.14% of 7 reviewers that rated this feature as important or highly important Lets admins assign granular access levels to control who can view, edit, or send proposals, reducing errors and maintaining compliance across teams. 0 reviewers rated this feature Track revisions and updates made to files and navigate between different versions 0.00% of 1 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks 60.00% of 5 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Shubham Gupta Proposify’s advanced tools help teams manage complexity by enforcing approval logic, separating workstreams, and syncing data across systems. These features support layered workflows and multi-team collaboration. Features 4.3 (288) 4.3 Based on 288 reviews ## Pricing Value for money 4.3 (260) Proposify starts at $29 per user per month, or $19 billed annually, which is well below the average SMB budget for legal management software at $93 per user per month. Pricing scales by tier, with higher plans offering more control, integrations, and team governance. Free Trial [View pricing plan details](https://www.capterra.com/p/133332/Proposify/pricing/) Basic $19.00 Per User,Per Month It includes: - 5 Active Documents - Chat Support - Content Library - Electronic Signature - Interactive Quoting - Notifications - PDF Downloads - Stripe Payments Team $41.00 Per User,Per Month It includes: - Custom Domain - Client Input Forms - Unlimited Document Sends - Reports - Custom Fields & Variables - Integrations - Auto-Reminders - Automations Business $65.00 Per User,Per Month It includes: - 10 Users - Approval Workflow - Onboarding Services - Premium Support - User Roles & Permissions - Salesforce Integration - Single Sign-On (SSO) - API Access Value for money 4.3 (260) 4.3 Based on 260 reviews ## Integrations Proposify connects with a wide range of CRM, invoicing, and collaboration tools. These integrations, offered through a mix of native and third-party links, help unify workflows and reduce manual updates across sales and operations teams. Popular integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Basecamp](https://www.capterra.com/p/56808/Basecamp/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ Gmail](https://www.capterra.com/p/202338/Gmail/) Shubham Gupta Senior Content Analyst Linking Proposify with CRM, invoicing, and messaging tools helps your sales lead track proposal status, automate follow-ups, and reduce manual entry—especially when managing multiple deals across platforms. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (246) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (246) 4.4 Based on 246 reviews ## User reviews Overall rating 4.4 Based on 298 reviews Filter by rating 5(189) 4(73) 3(21) 2(5) 1(10) Mentioned topic Sorted by most recent JB John B. VP Sales Construction ### "Wowza Proposals!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 16, 2025 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User eng Computer & Network Security ### "Proposify overall review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 19, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JG Jamie G. Senior Account Manager Business Supplies and Equipment ### "The right idea but the execution lacks" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 2/10 October 27, 2024 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NP Nathan P. Account Executive Computer Software ### "Usage by an AE" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 October 22, 2024 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Damien B. Creative Director Broadcast Media ### "Best platform for quick proposals" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 28, 2024 It's a solid proposal management platform and is good for quick proposals and contracts. Pros It allows you to create proposals very fast. Cons It feels a bit controlled and you still lose a bit of flexibility. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DM Dave M. President Marketing and Advertising ### "Easy to use, professional proposals " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 21, 2024 Great product from great people - we’ve used Proposify for 3 years and it’s been great! Pros Easy to use, great starter templates and easy to customize. Cons Sometimes deliverability is tricky - I always recommend sending a separate followup email with the link Switched from [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Easier to use and better value for the money Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VL Vicki L. Senior Solution Executive Events Services ### "Best platform ever!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 20, 2024 So far it has been fantastic, I'm still new to this platform but am enjoying the functionality. Pros It's very easy to use and I love that I receive notifications when a client reviews the proposal. Cons I have no complaints or complications with this service Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WA William A. ESM Aviation & Aerospace ### "Proposify is awesome!" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 3/10 September 20, 2024 I’ve really enjoyed learning to use the platform and customizing for our needs Pros It has helped our organization create more professional customer facing proposals Cons This platform is really for more advanced technical users, and requires some training Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JH James H. Workplace Solutions Transportation/Trucking/Railroad ### "Jamie Harvey w/ OMA Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 17, 2024 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. Pros Once we established a MS word template to customize scope of work, we then create PDF which has simplified everything else; it works well for what we need. Cons Difficult to customize and navigate but effective proposal tool plus my coordinator is able to log in as well so we both have access to our proposals as needed. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AS Alex S. Business Development Manager and Senior Marketing Strategist Marketing and Advertising ### "Efficient Proposal Builder for Businesses" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 16, 2024 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/133332/Proposify/reviews/) ## FAQs Yes. Proposify supports both solicited and unsolicited proposals. Users can start with a template or build custom proposals tailored to each client or project, making it suitable for RFP workflows. Setup time varies by team size and template needs. Most small teams can be up and running in about three weeks, while larger teams, depending on customization and integrations, may take four to six weeks. Yes. Proposify tracks when a proposal is opened, which sections are viewed, and how long prospects spend on each page. These insights help sales teams prioritize follow-ups and revive dormant deals. Yes. Proposify integrates with several CRM platforms, allowing users to auto-populate proposals with deal data and sync signed documents back to the opportunity record. Yes. Proposify allows admins to set granular permissions by role. Teams can restrict editing access to specific sections or templates, ensuring brand consistency and reducing errors. It depends on team size. Larger teams typically receive onboarding support from a customer success manager, while smaller teams can self-serve using Proposify’s setup guides and support resources. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from Proposify’s own online content in September 2025, including the product's website and its social media channels. ## Related reading ### [5 Key Contract Management Software Features and Top Products That Offer Them](https://www.capterra.com/resources/key-contract-management-software-features/) Published November 28, 2023 by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) ### [Capterra Value Report: A Price Comparison Guide for Contract Management Software](https://www.capterra.com/resources/contract-management-software-pricing-report/) Published October 19, 2023 by [Akriti Sharma](https://www.capterra.com/resources/author/akriti-sharma/) ### [5 Key Forms Automation Software Features and Top Products That Offer Them](https://www.capterra.com/resources/key-forms-automation-software-features/) Published May 8, 2024 by [Saumya Srivastava](https://www.capterra.com/resources/author/ssrivastava/) ### [Top 3 Legal Document Management Software](https://www.capterra.com/resources/top-legal-document-management-software/) Published February 27, 2023 by [Ashish Upadhyay](https://www.capterra.com/resources/author/aupadhyay/) Popular comparisons [Docusign vs Proposify](https://www.capterra.com/compare/121506-133332/Docusign-vs-Proposify)[PandaDoc vs Proposify](https://www.capterra.com/compare/131735-133332/PandaDoc-vs-Proposify)[QuoteWerks vs Proposify](https://www.capterra.com/compare/133332-135691/Proposify-vs-QuoteWerks)[Better Proposals vs Proposify](https://www.capterra.com/compare/133332-153794/Proposify-vs-Better-Proposals)[Prospero vs Proposify](https://www.capterra.com/compare/133332-184953/Proposify-vs-Prospero)[Ignition vs Proposify](https://www.capterra.com/compare/133332-140861/Proposify-vs-Practice-Ignition) [Responsive vs Proposify](https://www.capterra.com/compare/133332-148054/Proposify-vs-Responsive)[HoneyBook vs Proposify](https://www.capterra.com/compare/133332-162588/Proposify-vs-HoneyBook)[ClientPoint vs Proposify](https://www.capterra.com/compare/120209-133332/ClientPoint-vs-Proposify)[Conga Composer vs Proposify](https://www.capterra.com/compare/133332-228164/Proposify-vs-Conga-Document-Generation)[Ploomes CRM vs Proposify](https://www.capterra.com/compare/133332-207290/Proposify-vs-Ploomes)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. 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