Pitch Perfect Proposal Software

Proposify


4.5 / 5
168 reviews

Who Uses This Software?

Sales professionals; professional-service businesses, consultants, agencies, etc. that need to create beautiful, customized proposals and get faster sign-off from their clients.


Average Ratings

168 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $25.00/month
    See pricing details
  • Pricing Details
    Subscriptions start at $25/month with 5 active proposals.
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Pitch Perfect Proposal Software
  • proposify.com
  • Founded 2012
  • Canada

About Proposify

Proposify is a simple way to deliver winning proposals. Save over 2 hrs compared to Word, InDesign, or Google Docs. Unlimited access to a gallery of beautiful templates with pre-written copy for a variety of services. All templates are customizable to fit your business & brand voice. We're the proposal tool of choice for salespeople & entrepreneurs because we understand sales. We get the challenges of growing a business. Every feature is designed to get you one step closer to client sign-off.


Proposify Features

  • Automatic Formatting
  • Calendar Management
  • Collaboration
  • Contact Management
  • Content Repository
  • Document Management
  • Electronic Signature
  • Knowledge Library
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management
  • Task Management
  • Templates
  • Version Control
  • Automated Quoting
  • Catalog Management
  • Client Portal
  • Contact Management
  • Customizable Branding
  • Discount Management
  • Pricing Management
  • Product Configurator

Proposify Reviews Recently Reviewed!


A Proposal tool for big kids

Oct 05, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Comments: I love this thing and use it all the time. Before I got this program I was shuffling through Word docs on my computer and constantly rewriting brand new proposals for each prospect. Proposify helped me streamline my process for kicking out really great looking proposals. The absolute best part of the whole tool is how it allows each party to e-sign the contract right inside the program. Really handy and beats the pants off asking someone to print, sign, scan, and send back. It's the real deal and honestly I couldn't go back to send someone a pdf from my word doc or whatever. This is way better. http://www.signal-interactive.com

Pros: I save all my different versions of proposals and can mix and match different sections as needed for each client. Helps to have a library of sections, different contracts, etc. The delivery, editing, and signing is all in one place. It sends us both a PDF version with signatures to file after closing. Uses great code snippets to automatically fill in the client name, the cost, etc to make each one somewhat custom. I get notified in my email when my prospect views the proposal (which is exciting). It looks a lot more professional when they get the nice designed email with a button to click and the proposal deck is laid out with a nav bar. Takes you from minor leagues (with silly word docs or PDF attachments) to big leagues, especially as a digital agency.

Cons: It's definitely not a design tool so I have a hard time getting the layout and design of the proposal to look the way I want. It's fairly limited in what it can do in that respect so we build pieces (images) offline and then paste the image into the proposal sometimes. Otherwise, for what it is, it's pretty good at helping me put together a good looking proposal. It's just not an Adobe product or anything. The way content pieces in the library are saved and edited is somewhat confusing and I've struggled to replace everything after deleting templates and then losing content pieces.

Recommendations to other buyers: The templates are helpful to get started but ultimately you'll want to toss them and have your content library full of only YOUR different pages and elements. Same with templates overall. I tend to go in and use a template that needs editing and then edit it in the proposal. That means i have to do it each time I make a proposal instead of just taking the time to go edit the original template. Build it up from the bottom, content pieces in the library, then templates using those pieces, then proposals off those templates. Not the other way around.

The best way to present proposals to clients!

Dec 03, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
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Pros: Integrations.

Looks.

Functionality.

User Friendliness.

Cons: Pricing but it's not too bad.

Overall: As the owner of a Digital Agency in a crowded marketplace, it's important to be better at every opportunity. Proposify allows us to do that. It's made with the creative industries in mind and has a pretty nice default contract in place that can be used.

Of course, as per all contracts, it's important to get it checked/re-written by a professional to make sure it's 100% legal and enforceable.

Proposify gives a decent depth of analytics on user behavior from the moment they open your proposal. They also track the proposal journey through to the client and allows the option to add an auto follow up to non-signed/opened proposals. Clients always comment on how much they love how easy it is to digitally sign our proposals/contracts and some have even incorporated Proposify in their business.

Proposify allows you to create different proposal templates. We use this feature to have a proposal for each of our services and then we just tweak the scope of services to the individual client's requirements on the fly. All of a sudden, a proposal that looks like it took over an hour is out the door in 10 minutes. The early bird catches the worm and Proposify makes it so we can close deals faster.

The only thing very slightly negative regarding Proposify is the pricing. It's certainly one of the most expensive platforms we pay for on a monthly basis however it isn't unaffordable. It may be a bit of a stretch for a small business to pay for regularly and the 5 proposal limit on the lower plan is quite restrictive for the price. They used to offer 10 proposals for that price which seemed much better value to me, however, they're constantly updating, improving and adding integrations and they're a business after all so need to bring the revenue in.

All in all, don't hesitate, just sign up! You won't regret it.

Quality Product Run By Quality People

Dec 12, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: Keep up the great work!

Sleek and snappy proposals have never been easier

Jun 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
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Pros: Want to create quick, professional-looking proposals? Look no more! Our company has been extremely satisfied with Proposify. It has condensed what used to be long hours of tedious work, into few. The Tall plan is great for small companies; under this plan you can have up to 5 active proposals and can easily export PDF versions of proposals at any time. The ability to see when the client has opened the proposal has kept us from having to send those nagging reminder emails (we all cringe at). You can also see how much time the client has spent looking at each section of the proposal, which often helps us gage their interests even before they provide feedback. But the best feature of this application, by far, is that you can easily duplicate old proposals so you do not have to start from scratch every time. If you are looking for a tool to help you shovel your proposals out the door more quickly, Proposify won't let you down.

Cons: When two or more people are trying to make edits to the same proposal simultaneously, edits and updates do not always save correctly.

Proposify Is The Best

Sep 27, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I own a Landscape Architecture firm called Stack Rock Group. We design sustainable, high-performance landscapes nationwide. I searched for months and tried several platforms before deciding on Proposify. Our proposals blow our competitors out of the water and our clients love how they look and how advanced we are. We write tons of proposals and Proposify makes it super simple to track them and for our clients to view and accept them. I seriously can't remember my proposal writing life before Proposify. It will be a cold day the next time I open up InDesign to write a proposal. Proposify is easy to use. Support is awesome. I can't think of a reason not to use Proposify.

Pros: Templates are super easy to use and to customize. Saving my own templates for different customer segments is stupid simple. Customer support is awesome and so responsive. Every proposal we have turned out with Proposify has looked amazing and our conversion rate has increased 20%.

Cons: The only con is there isn't YET a mobile app that will allow me to enter new customers and send a proposal from my iPad.

Recommendations to other buyers: Sign up for a free account. Set up a template and send one proposal. You will be glad you did.

Great System = Great Results

Oct 12, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Customization that is available and the ability to track metrics.

Cons: Some might be hesitant to allow a 3rd party system to understand it's sales funnel, pricing, proposal content, etc. We trust this information is held in the utmost confidentiality.

Overall: We adopted Proposify as our primary method of quoting and engaging with our clients six months ago, and the results have been fantastic.

As a business we like that it is highly customizable from both a branding and content perspective, and have also grown accustomed to its reliability. The metrics available within the system grant us the ability track how our proposals are being viewed and consumed, allowing us to know which clients have reviewed our proposal as well as identify and understand where to adjust overall proposal content. This data has been extremely valuable, and we have seen an increase in our overall close rate.

From the client side we have received feedback on numerous occasions regarding the professionalism in the presentation of our proposals, as well the efficiency and usability of the process across all devices.

Proposify is a great system which we would highly recommend to any business.

Great in concept, but buggy

Apr 11, 2017
2/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Comments: We switched to Proposify from Bidsketch to solve a bunch of problems. Proposify is great on the surface and as an idea, but there are many things we don't like. Nonetheless, we're stuck with it for now.

Pros: Proposify streamlines our proposal writing process, clean UI, pricing tables that do math. Staff is helpful and responsive. I love that we can spin up proposals very quickly with templates. It would be basically perfect if it weren't for the cons.

Cons: This software is still full of bugs. There have been several instances where data has been lost, or unexpected behavior happens. It's extremely frustrating and time consuming when these bugs happen. I've probably submitted 20 bugs over the past month. Examples include formatting buttons that don't work, pages breaking and crashing etc.

There are many features that leave us scratching our heads and asking either "why isn't this a feature" or "why IS this a feature?

Examples:

-You can add sales tax to pricing tables, but sales tax doesn't reflect in the totals.

-Pricing tables are very difficult to customize

-Pricing tables that are longer than one page cannot flow into a second page. If you do want them to flow into a second page, you have to create a special type of page from the start that can ONLY have the pricing table on it.

-When you go through revision history, you see data from OTHER proposals that share the same type of section.

-You can't format text in snippets. To see what it looks like you have to drag the snippet into one of your sections or templates.

-The navigation is super clunky and not natural. I find myself clicking around a lot looking for things.

... and many more

Bottom line:

I want to have faith in this but I'm close to start looking at other options. We've had more than one catastrophic failure that has cost us tremendously and I'm at the point where I don't feel that I can rely on Proposify as a tool because I never can be 100% certain that it's going to work properly.

Proposify should really take some time and listen to their users, and try writing some proposals themselves and experience the process. If they were willing I'd personally love to hop on the phone and talk through some suggestions for improvement, and I'm sure other users would feel the same way. I feel kind of bad for how much I've had to bother their support staff with bugs and issues.

If Proposify improves, I'll come back and update my rating.

Vendor Response

by Pitch Perfect Proposal Software on April 13, 2017

Hi Matt,

We really appreciate you taking the time to provide feedback. We take it to heart, and it helps us improve Proposify.

Our support team would love to jump on a call in the near future to chat more about it, and will be in touch to set up a time if you are interested.

Thanks again!

Proposify for small business sales proposals

Oct 02, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The ability to track current and pending proposals that have been submitted and to see where each client is spending the most time in the proposal.

Cons: The lack of integrations. As far as we have been able to utilize the Podio integration does a great job updating it's own app but as soon as you try to incorporate internal data it gets jumbled. The problem here is that it cannot auto relate to an existing project and a project must be created before we can set up the proposal (as we must work out the pricing before creating the proposal). It could really use a clean up on the integration bit.

The Best Proposal & Contract Platform That We've Used

Oct 07, 2016
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: After trying several other options over the last few years for our consulting business, we found Proposify and have been very happy with the platform. It has a number of great features, is quite reliable, and the team is always quick to respond or address any issues that we run into. The support is perhaps what I would emphasize most; our previous platform (QuoteRoller) was very poor when it came to support and responding/acting on feedback. Proposify clearly cares about what its customers have to say and is always working to make it better!

Pros: - Templates & contract modules (easy to 'slice up' and use/re-use only what you need) - Design and user experience - Reliability - Proposify team! - Flexibility - Tracking of proposals (sent, viewed, signed, etc.) - Email & follow-up templates/options

Cons: - Occasional issues with editing/formatting of contracts - Formatting of PDFs from the platform will sometimes be slightly different than the in-browser version

Impressive Proposals in Minutes

Sep 30, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Recommendations to other buyers: If you need more accepted proposals, I've found this to be a great tool which lets me get proposals out faster and they are more impressive.

Capterra loader

Great Starter Proposal Software

Nov 26, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Origionally it was the ease of use and premade tempaltes to use, digital sending and signatures. I am also fond of the reminders that can be sent to helkp push the cleitn along.

Cons: Complications happened when a forced push to new version in June of 2018 - the new version was littered with many bugs and many times work was lost.

Overall: We still use it today - we communicated heavily with the team on bugs. We have too much time invested with 10+ tempaltes and arfchive of proposals to make the move now.

Easy, user friendly, and simplifies the most important part of the sales process - the close!

Apr 29, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I've used several on line proposal and contract processes. Proposify is easy on the sellers end to build a library of individual sales experiences and super easy on the buyers end to sign a contract for services. The elimination of roadblocks in converting sales is every sales directors dream. Having it be easy for sales - is every sales persons dream.

Cons: My biggest roadblock is my email with the link to the proposal often goes into the customers Spam folder. This isn't Proposifys fault. Most email security will filter out a linked email. I have turned this into an "opportunity" for another contact with my customer. A "follow up" helpful email letting them know I've sent the proposal and to check their spam folder if they haven't seen it.

Fantastic! Great platform, really user-friendly, and the customer support is fantastic!

Jul 25, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's really intuitive to use and the customer support and service is fantastic. The team will go out of their way to assist you when needed and are always on hand to answer queries and provide training if needed. Proposify has great functionality, clean design, very user friendly

Cons: Nothing - if there's anything I'm unsure of, the customer support are fantastic at answering queries.

Overall: We use Proposify as part of our new business development and sales process. It's intuitive and easy to use which means multiple staff can be across the platform with minimal training and the customer support that Proposify provide is absolutely fantastic and all queries are responded to in a very timely fashion (even with our company being in Australia and having a huge time difference). Highly recommend!

I used Proposify for all company proposals for years

Jul 28, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the ability to easily customize proposals. You can change every aspect of your proposal depending on the customer, job, etc.

Cons: It can be a little bit glitchy sometimes. I have had to go out and then back in to make sure none of my proposal elements have shifted before sending out the proposal to a client.

Overall: Hundreds of beautiful proposals and many customer compliments.

Proposify for small business

Sep 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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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.

Deliver High-Quality Proposals That'll WOW Your Customers!

Dec 12, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Professional, user-friendly proposals

Cons: Limited storage of past proposals

Overall: We've been using Proposify to deliver proposals to potential clients. It's easily been a time-saver, as well as a tool to set us apart from our competitors!

Vendor Response

by Pitch Perfect Proposal Software on December 12, 2016

Hi Brandon,

So glad to hear Proposify is helping you save time and setting you apart from your competitors!

I'm happy to let you know that with Proposify, when you archive a proposal there is no limit for storing your past proposals. Please check out http://support.proposify.biz/proposals/archiving-and-deleting-proposals for more info.

Thanks for the review!

Great proposal software - clients are always impressed with the proposals we create in this system

Jun 02, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Lines that show when items are centered - ability to input sections - data fields that can pull information throughout the proposal

Cons: Design capabilities (I often will create a background in a different program an import it as an image because I cannot do so in Proposify.

Overall: Great feedback from clients

A++ Can't Say Enough Good About Proposify

Nov 02, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Templates, Auto-fill tags, Reports, E-sign feature, downloads, love it all.

Cons: Copy & paste, and spacing can be a little difficult to predict at times, but it's easy to learn the quirks and still get through everything just fine.

Overall: I'm the owner of a design & marketing agency and I've been using Proposify for nearly a year now and absolutely LOVE it. It took some time to set up with my own branding, templates, etc. However once that's done this software is a proposal beast! I believe the value, at least for me, is that it's pushed me to create more thorough, engaging proposals and in-turn hasn't gotten me tens of thousands of new business. The tools have gotten better and better with their improvements. I had one small issue using a certain browser, they responded immediately, directly to me - yes a real live tech person - and resolved the issue which was software-wide, within a day and a half. The people behind the scenes really care about each aspect of Proposify and it shows... I didn't get the usual delayed replies, ultra elementary response questions, excuses, and runaround that I've nearly grown to expect... It is refreshing. Great job guys, keep it up!

Geweldige software (NL) / A true winner !

Oct 06, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: We've been using Proposify at Sellian for a few months now and I'm a BIG fan. It saves us a lot of time and our customers are flabbergasted with the design and our offering. We incorporated Proposify in our Marketing and Sales as a Service portfolio, since we are convinced the platform can give an extra boost to their competitive advantage and so in leveraging the Return on Sales. Ernst Wallinga CEO Sellian | Marketing and Sales as a Service

Pros: Great design Saves a hours in preparing proposals Use of templates you can change or design your own Use of text blocks Time the customer spend viewing the proposal Email alert the proposal is opened Great support Princing

Cons: should have used this years ago, would have saved us a lot of time and money...

Recommendations to other buyers: Use it! Even better: find yourself a good marketing/sales agency to help you find the sweet spots in your proposition, let them craft the texts of your baseline proposals and let them design your own templates. Guaranteed you'll win more business. So what are you waiting for? And if you happend to be based in The Netherlands, don't look any further but call us :)

Great Tool For Small Businesses

Oct 07, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: -You can make it look really nice.

-"Big Brother" clients. See their interaction.

Cons: -Some added features that you can find in powerpoint. I would like a watermark, so that the background image doesn't move around if you accidentally click it.

-I wish it was easier to hyperlink photos. Right click, and then have the hyperlink option.

Overall: We are contractors that use proposify to send bids to our clients. They really like the presentation and we like being able to monitor their activity. You can really tell who is engaged and who is not interested! It saves us a lot of time.

Recommendations to other buyers: -Wish there was another pricing package. $100 a month to $3,000 a year is a big jump.

Beat Your Competition with Proposify

Oct 27, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 1. PDF --> PROPOSIFY

Design and tailor your legal report/proposal/document/etc. Customize emails, send notifications, and monitor client views. Never send a boring PDF attachment again!

2. CUSTOMER SERVICE

Deliver breathtaking, interactive, and branded proposals to clients, ensuring them you're dedicated to their success. If you have a problem, email Kyle Racki, CEO of Proposify. That's right - the CEO of the company oversees his customer support team. The whole team is kind, generous, and grateful for their clients.

3. CUT COSTS & COMBINE OVERHEAD

Ditch your DocuSign & other online signing platforms - sign up with Proposify, it is included. Everything is legal and binding. From a commercial real estate office 10 year lease agreement, to sending a client 3 graphic design options for a Twitter account Header, Proposify has you covered!

Finally... the first time I used the software, I landed a client. I have refered the software to friends in various industries. It is a must have for all businesses, small to large. Sending a Proposify proposal already proves to your client your business is talented, innovative, tech-savvy, and unique.

Capterra loader

Littered with bugs that waste your time and make you look unprofessional

Nov 17, 2018
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

Pros: Best option of a lot of bad options. Very versatile. Lots of features.

Cons: Lots of features but they don't work well. Slow. Very glitchy. Buggy. Things randomly change and glitch all the time so if you make one change you can bet your entire document is now different and you have to recheck everything.

Overall: Used it for three years. Woulda switched a long time ago to anything else unfortunately not many options existed. Today I am finally making the change. No software makes me as frustrated to use as proposify over the years. Sorry, it's the truth.

Vendor Response

by Pitch Perfect Proposal Software on November 20, 2018

Hi Sheldon,

Thank you for taking the time to review. We always love to hear feedback from our clients, good or bad. It helps us improve Proposify and allows us insight into your needs as a user.

We're really sorry that you've been experiencing such difficulty, and we'd love a chance to help you get back to saving time and closing deals. If you'd like to give it another go, please contact support@proposify.com. We'll do our very best to help you get back on track.

Cheers.

Proposals done right...

Sep 27, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Hands down one of the best tools our agency has invested in. We've gone from custom proposal development using Adobe CS for each client to a visually robust template within the Proposify platform. It allows us to create a library catalogue that we can then incorporate based on client needs, providing a very tailored proposal, without all of the rework. It's saved us countless hours and improved our response time - both win/win scenarios for our lean team.

Pros: Content Library, eSignatures, very customizable and easy to use.

Cons: Formatting and copying of tables is sometimes a nightmare. The word processing capabilities leaves a lot to be desired, especially since there doesn't appear to be a way to build hierarchical outlines. Content is not easily copy and pasted from one document to another.

Recommendations to other buyers: Hands down the best investment you'll ever make to save the time investment in creating proposals. In addition, if you take advantage of the customization features, the wow factor as your clients open and review is unparalleled.

So far, Proposify has exceeded our expectations!

Jul 27, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Proposify ha simplified our proposal and agreement process. Now clients who aren't tech savvy can click a button to sign and approve a proposal. We have also been able to easily customize the proposals so they are now also our client agreement. The software is pretty intuitive however when you need help they have truly outstanding customer service that's available through live chat! I was working until 8 or 9 PM EST ans sent a message through their live chat thinking I'd hear back the next day but someone was still working. We also love that we can see at a glance how much we have in outstanding proposals.

Cons: So far I can't find anything. If I had to say one thing it would be that you can't have someone sign in two areas, which we need, howvwe we did find a work around until they add that.

Overall: Improved efficiency for us and our clients.

Does what it says on the box - well

Jun 19, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Proposify is easy to implement, to create templates, snippets (blocks of recurring information) and the ability to add our fee table makes life uniform and a lot simpler!

Cons: When editing some text and rich features in individual Proposals, the ability and feature set could be a little more advanced, i.e. the inclusion of a page break etc. Potentially an add-in to MS Word would be AMAZING.

Overall: Time, we save a lot of time creating proposals and I save a lot of time by not having to review and fact check each and every proposal that's sent.

Capterra loader

A good product that is still be upgraded

Nov 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: This software cranks out nice proposals. I used them about a year ago and it was cranky. They have made major improvements over the last year. They now have lots of templates that are usable with a variety of industries and purposes. The followup systems are much better and the editing functions are now a breeze.

Cons: Like any other software, it takes time to get to know it enough to be efficient. I am a learn-by-doing guy but this was not an easy ramp up. There are packets of services and products that you should propagate before you begin your process. Be sure to take the time to go through all the training or you will waste a lot of time.

The wysiwyg function is a little bit kluge-prone, so check your proposals with a test email before you release anything to prospects

Overall: This happens to be my go to software for proposals. I have tried a number of other platforms but keep coming back to this one. They are doing a GREAT job of adding features right now, so I would definitely give this a shot. I have found it to be worth going through the learning curve!

The Best Drag-and-Drop Proposal Tool We Used

Dec 12, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Customizable Templates

Cons: Wish you could add Total variables into a page without the fee table. So we can summarize an investment section on a single page with a dynamic variable.

Overall: This is a really great product. As a creative agency, we love that you can truly customize the templates and they look great rendered in a PDF format.

Vendor Response

by Pitch Perfect Proposal Software on December 12, 2016

Hey Chris,

Thanks so much for the review! We love feedback.

I'm glad to let you know that you can use our {total} variable in any textbox, so you can place that outside of your fee table. For more information check out: http://support.proposify.biz/text-editor/variables-video

Thanks again for the review!

Become a closer with Proposify

May 15, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This has made my life easier by allowing me to turn around proposals in minutes versus hours. I can track real time feedback from my potential clients and they have said my proposals are much more professional looking.

Cons: While there are table features, they are limited. This is hardly a reason though to not use Proposify. My proposals use heave tables and I was able to work around this issue but I do hope they add new features to tables soon (i.e., merge cells, copy paste, etc.).

Fantastic proposal software

Oct 09, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, great range of functionality, lots of design options

Overall: We were looking for online proposal software that is flexible enough to allow for good design and has all the functionality to create online proposals. Proposify meets all of our needs and is easy to use. Clients even ask us what software we are using for proposals because they say it is easy for them to accept as well - which they love.

A critical tool in our new business efforts

May 15, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use

Nice analytics

Affordable

Attractive templates to start building out our own proposals.

Quick and helpful customer support

Cons: No live editing/collaborative editing

The content library can get a little cluttered if you're not careful or have new users unfamiliar with the tool creating new sections.

Easy to use very flexible design

Oct 07, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: allows for a lot of layout and design customization. Great template to choose from too. They are quick to respond with answers.

Cons: It would be great if you could hide the prices on individual line items and just show the cumtotal. Would like more reporting features

Overall: Quick sign offs in proposals

Good but buggy

Apr 15, 2016
4/5
Overall

3 / 5
Ease of Use

5 / 5
Customer Support

Comments: I have been using this product for quite a while, and it has indeed increased our proposal writing efficiency... but that's maybe more a statement about SaaS RFP systems in general.

Proposify has a caching system in place that can make editing documents problematic. I often find myself struggling for 30 minutes while formatting a single heading or a paragraph as the caching traps an error - frequently having to start over (new page) to resolve the issue. This has also occurred with addition tables (fee tables) as sometimes the math breaks (cached). Another point of frustration is a lack of a rollback. Ctrl-Z sometimes works but if you delete a heading or a line of text you will have to retype it out. Ultimately your work should first be applied in a text editor outside the Proposify platform. It's not all bad - I do love the content library and template system (huge time saver) and the use of text snippets so that you can quickly access reusable content. They offer good support and are responsive - and they do make continual updates and improvements to the system. The big issue for us is that it takes a while to set up your templates and content library - and jumping ship would be an investment. I recommend trying multiple platforms before committing.

Separates us from the competition

Apr 10, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ability to create a library for our team to draw from.

Cons: I wish we could link pricing cells from an individual price for a product in our proposal to a master pricing summary page.

Overall: I've been using proposify for about a year now. I sell commercial office furnishings and our proposals beat out our competition every time. The best part is we can track what the end user is most interested in so we can streamline our proposals to meet their needs. Thanks to the Proposify Team for such an awesome product.

Changed how we run our business

Sep 29, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: We run a digital agency and one of the unfortunate side-effects of working in this sector or frequent creation of proposal for quotes, tenders and responses. We got big enough a while ago that the time suck in creating these documents through Word and In Design meant that responding often wasn't worth the effort. Proposify changed all that.

Capterra loader

excellent tool to create business proposals quickly and easily

May 21, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Proposity is a way to deliver proposals more quickly and easily. It has a very comfortable interface where it offers us a large number of beautiful templates, very customizable when creating a proposal, where you can always go further with a proposal with this application.

Proposify allows you to work as a team in an organized way and where we can follow up on the ideal offers to be aware of the clients.

It contains a lot of documentation from your page and we can start a test for free.

Cons: It depends on where we use this application, it can be very slow and, sometimes, freeze.

At the time of developing a proposal, there may be difficult processes that are simple, such as copying and pasting a text

THE BEST PROPOSAL SOFTWARE ON THE MARKET!

Feb 17, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

5 / 5
Value for Money

Comments: Kyle and his cofounder Kevin have an amazing proposal software. These guys are wicked smart...and hilarious(great podcast "agencies drinking beer"). They are based in Canada. We have tried all of the proposal software platforms that are out there. These guys kill it. Proposify saves countless hours spent in developing proposals and responding to stupid RFP's.

Pros: Time saved in writing proposals is HUGE. You will love this software. Very easy UI. Plus...all of the sample proposals. Think Basecamp for proposals...it is that good.

Cons: None. This is the only proposal software we would recommend to any client. We have looked for 5 years to find something like this. This is by far the best out there.

Boon Agency, Galway, Ireland

Dec 02, 2016
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, the sales pipeline, suggested content, the contracts, contract signing, impresses clients.

Cons: Could be easier to manage fonts, text editor could be improved. But that's me really picking holes.

Overall: I love this software. Have tried many over the years, but Proposify is the best, by a country mile. Overall it is a breeze to use, a few glitches, nothing major. Editing text could be smoother but I normally have Grammarly running and I think that could be causing issues, again, they are small. Overall, Proposify is excellent, well done to all involved. Look me up if you are ever in Galway. Also, I hope you are working on an app, if not, lets talk!

Recommendations to other buyers: I use Grammarly when I use Proposify, maybe integrate it? Also, I think that the design of the templates could be simplified/improved. On the last point, we are a design agency so I am overly design focused.

Afrilek - Feedback as requested

Apr 28, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Templates, Libraries, signatures, tracking of views and time viewed, synchronisation between Proposify and CRM

Cons: Copy paste into proposals seems a little tricky, control over total price of proposal - calculated by what and how? Different options with different prices

Overall: I am not the biggest user of Proposify at Afrilek - but the times i've used it, i like the functions it provides

Favorite Daily Tool

Jan 06, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: As our Agency's Business Development Specialist, Proposify is something I use on a daily basis. I love that I am able to set templates, review when and how often my estimates are open. LOVE this tool and tell folks about it all the time. Keep it up!!

Great Business Solution for Professional Proposals

Oct 21, 2016
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Gives a professional image when submitting proposals to clients. Covers all the legal wording with pre-templated options.

Cons: Can be slightly buggy at times but not enough to warrant non-use. Formating / designing your own templates from scratch is a bit overwhelming when starting out but becomes easier as time goes on.

Overall: We've been using Proposify for about 6 months. I'd say once you have designed a few templates for your most requested services you'll be good to go! There are some generic templates which have some good meat but need some sprucing up and tailoring for your individual needs. I would definitely recommend Proposify to other business owners.

Recommendations to other buyers: I would enjoy if Proposify offered different cover page options or details on how to design an effective cover page.

Finally, ... Proposal Software that Makes Sense!

Nov 27, 2014
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: About couple months ago, I decided that I wanted to take my proposals in a new direction. The proposal software I had been using for nearly a year was not meeting my needs. I needed more flexibility in customizing the look, I needed to create proposals faster, and I was also looking for better support. The Proposify team is on top of their game constantly tweaking and perfecting the platform, as well as randomly reaching out to personally check on you to make sure you're happy. And the bonus? ... The pricing is significantly less than what the previous proposal company was charging!

Like any new software program these days, there is a learning curve. I won't lie, there are a good amount of options that take a little getting used to, but you don't have to be extremely tech-savvy to get used to it. Practice makes perfect. It probably took me 3-4 proposals before I found a good rhythm, but now, after using the program for about a month, I am sending out some powerful proposals/presentations that are impressing prospects and clients!

I searched for a while before I decided on Proposify, and I'm happy with my decision!

Amazing pitch deck tool

Jul 20, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: What I love most about using Proposify is the variety of options and formats it gives you to use. You are able to send professional pitches to clients. Highly recommend.

Cons: Sometimes the ease of use can be tricky. As you become more familiar through time, it will become second nature.

Easy to make fantastic proposals

Nov 30, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Fantastic looking proposals. Easy to design.

Cons: We are at the higher end of the tiered pricing which limits the number of outstanding proposals we can send out. We have a long sales cycle and it could be months before we find that a proposal is accepted or declined, which means that Proposify could be too costly for companies that have a long sales cycle.

Overall: We switched to Proposify after discovering that our our previous provider (Tinderbox/Octiv) increased their fees by 5x. It has been a delight to switch to Proposify, because we get many new features that we did not get with Tinderbox/Octiv.

Also, we rely heavily on the great Zapier integration that Proposify offers. This means we can do more with less

Recommendations to other buyers: The support has been pretty good so far.

Capterra loader

Very poor quality product, Poor integrations, Poor proposal layouts that are inconsistent

Jun 20, 2018
3/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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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.

Overall: Cheap.

Proposify is the best tool we have found for our agency in years

Apr 11, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use

Information about client interactions

Ability to duplicate past proposals

Cons: Every once in a while it gets a little buggy and is hard to edit

Overall: We were tired of creating a PDF each time we wanted to send a new proposal. We'd send it out and wonder if our potential client even looked at it. We stumbled on Proposify and haven't looked back. We love the professional look of the proposals and the information we receive about how the client interacts with the proposal. Creating new proposals is so simple. We've even won a couple of clients simply because they were so impressed with our proposal functionality. It is the best tool we have found for our agency in years and we won't go back to sending proposals as PDFs ever again.

Recommendations to other buyers: Use it! You won't regret making the switch.

Capterra loader

Forget your PowerPoint templates and make a solid proposal with Proposify

May 23, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Even if you do not have any previous sales experience or if you are a new entrepreneur trying to get its word out, this software will allow you to submit a kick-ass presentation, in addition to instructing you what information should be included in the next ones.

Cons: Some of the template tools are not customizable and you cannot choose -for example- a different set of fonts from those that were provided. Also, for a marketing team, it is not possible to include more users or collaborators in one file.

Overall: Proposify lets you streamline your proposal creation and includes all the information templates for you to edit and have a proposal ready within minutes.

Simple and Elegant

Aug 18, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I use a template proposal that I customize each time. Proposify makes it easy and impresses my clients. I haven't had anyone get confused or ask how it works.

Pros: Notifications when client views email and views proposal I can see which sections viewed and how long they viewed it Intuitive for me and my clients

Cons: Limited built in fonts. Luckily our brand font was already included. The incoming cash estimate isn't all that useful, so I just ignore it.

Recommendations to other buyers: I tried a few others and this one looked the best and was priced very reasonably.

Clunky, difficult to use

Jul 19, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: I like being able to have templates for the proposals that I can update quickly. The templates looked professional.

Cons: The software is very clunky and difficult to format. When adding information, the editor was constantly reformatting and it was not a good experience. It added so much time to creating a proposal, that it didn't make sense to use anymore. Maybe they've made updates, but I cancelled my subscription because of this.

Vendor Response

by Pitch Perfect Proposal Software on July 20, 2018

Thank you taking the time to review Proposify!

We¿re always happy to receive feedback from our customers, especially those who have been with us for so long.

We¿re sorry to hear that formatting issues caused a time delay when getting your proposals out. That¿s no good, and definitely not the experience we want our customers to have. Proposify is here to save you time and help you close deals.

We¿d love to invite you to try out Proposify 2.0. With the updates we¿ve made to our editor, we¿re positive you¿ll have an exceptional experience. Our support team is here to help if you need any assistance when using the new editor, they can be reached at support@proposify.com. We¿re hopeful you¿ll give us another shot to help you win business.

Cheers!

User friendly with bells and whistles you'd expect

Sep 14, 2017
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Everything I expected to be included was there. We are a small growing business. It is really capable of handling bigger teams and projects like I've had in a former corporate life.

Cons: Too much for what I currently need. I wish they had a 'lite' version. I have a need to get quotes out which look nice and in a quick fashion. Much of it is template driven. Also - to integrate with a pricing tool would exceed expectations.

One of the Best Proposal Software Products!

Oct 03, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Proposify helps myself and my sales team build proposals that we can make minor edits and have a complete, custom proposal daily! I highly recommend Proposify to anyone that needs a proposal that can be as extensive as you want it to be.

Pros: 20 page proposals in less then an hour of time Easy acceptance for client Can integrate with our accounting software and our CRM

Cons: Sometime Proposify doesn't work right if you have certain extensions open in Chromecast. The one that comes to mind is Grammarly and it specifically gets buggy around the fee tables. Also, building out your original proposal can be daunting if you don't know how to use the program, but you'll get the hang of it.

Organized, Intuitive Program

Oct 31, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Intuitive

Cons: nothing

Overall: Great program to use for writing proposals and work orders. I love the templates that I can create, very easy to use.

Recommendations to other buyers: nope!

Great Alternative to Bidsketch

Sep 27, 2016
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I really like how it integrates with our Project Management System (Podio) and Quickbooks. That was the issue with our last proposal system. Also, like the ability to archive.

Pros: Great Integration and you can print the proposals out and get them signed.

Cons: When I push the proposal to Quickbooks it classifies everything as service, so I have to go in and manually change it to its classification (design, social media, web development etc.) Also, I can't exclude part of the proposal if it's not being included in the initial deposit price. For example, with development,we give the client 3 months of hosting for free. So there is no way to separate that out.

Recommendations to other buyers: Fix my cons :-)

Being able to track proposal views and downloads gives our sales people valuable insights.

Jun 11, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money

Pros: The ability to save proposals as templates which helps our salespeople quickly create a proposal. Which of course means we are quicker to close sales. And the API integration to our deal system, Pipedrive, is really awesome.

Cons: For those of us that are less server side knowledgeable...the idea of changing a CNAME on our own is daunting. I would like to see a "wizard" created that does this so we can easily have proposals with our domain in the address bar. The limited number of prebuilt proposal templates is kind of a bummer but, like I said before you can create your own and save those as templates.

Vendor Response

by Pitch Perfect Proposal Software on June 12, 2017

Hi Trey!

Thanks for leaving the review! Glad to see that you are getting real value out of Proposify. If you have any questions about getting your custom domain set up. Please let our awesome support team at support@proposify.biz know, and they can help you get that set up! We are continually working on and adding new proposal templates, and you should see some new ones announced soon.

Thank you again for the review, and keep on closing!

Highly recommended for proposal management

Nov 24, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: We use and have recommended Propsify to numerous contacts Proposify is an outstanding, cost effective proposal management and sales tool which enables us to not only create quality proposals easily, but to also keep track of our sales pipeline and view history. One of the best tools we have implemented in our business.

proposals in minutes not hours

Apr 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: saves me so much time when sending out custom proposals to our customers! just create the template and insert variables as needed

Cons: little pricey for my liking but still worth the money if you just look at the productivity saved by using the tool.

Excellent software, unparalleled support!

Mar 23, 2015
5/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: These guys are great! Ryle Racki responds to e-mails personally. I get the impression Proposify believes in constant and never ending improvement as my user feedback does not fall on deaf ears.

The software is very easy to use with a short learning curve. New users need to differentiate early on the difference between a template and a local edit. Proposify is leaps and bounds ahead of PandaDocs which I found to be very rigid (I was not able to resize an image, for example). The amount of customizations available for the proposal template in Proposify leaves users to their creativity instead of the confines of the coding.

It's been gratifying to see hours and hours export to a beautiful PDF. This in itself is crucial since what was done in the template (font, spacing, formatting etc) must reflect in the finished product.

I rate "ease of use" 4 stars as there are some minor tweaks that would make Proposify just that much more intuitive.

Happy to be using them. Keep up the great work Proposify!

Capterra loader

Great tool to speed up the speed of the sales funnel

Oct 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I loved this tool because it definitely helped me speed up the time and detail that i needed with each proposal to each client. I simply pre-filled some of the most common scenarios to the tool and after setting the tool up to fit my business needs, it has helped me be more efficient.

Cons: Nothing really, it interacts well with other software, once you have everything pre-loaded onto the account it will take care of the rest.

Overall: It helped me create beautiful proposals, i was able to collaborate with my co-workers and, and get faster approvals thanks to online signatures.

Love the product. Completely simplified our sales cycle,

Jun 12, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Simplicity of template building, client/contact set up, fee table. Just really well done.

LOVE the ability to see when they open, if they haven't opened.

Cons: Wish we could insert fields that require the customer to complete during signing process.

Wish there was a table that wasn't fee list associated.

Vendor Response

by Pitch Perfect Proposal Software on June 12, 2017

Hi Janine!

Thanks for the review. We have "Content Tables" which are not fee list associated. You can learn more about them on our Knowledge Base article here: http://support.proposify.biz/tables/content-tables or let support@proposify.biz know if you have any questions about Content Tables.

Thanks again!

Saves me time, time is money

Oct 07, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: See review.

Cons: The only issue I typically have is clicking into the editable windows. It often takes a few tries and typically I need to be at the top of the window to get the editable green bordered screen.

Overall: As a business owner, the most valuable resource I have is my time. When I began measuring that resource in terms of $$$, I quickly realized the waste. Why do I love Proposify beyond the professional image it portrays, the protection it offers with premade editable templates, at a glance organization of bids and a look-forward-to, easy to use platform? It saves me allot of time, and time is money! Not to mention I am winning more proposals than ever before.

Proposify is a useful and powerful tool for delivering professional proposals!

Sep 06, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: We used Proposify for awhile to generate proposals for our clients. It felt good delivering a proposal that was highly professional and easy for clients to sign. It netted us a few clients, and we even had some nice comments that they had never seen proposals done that way before.

Cons: My main gripe is the price. At 25/ mo for the lowest tier, hopefully you have enough clients to fulfill your quota. As a smaller business, we found that the amount of active proposals we have fluctuates heavily, so Proposify didn't have a great solution for that.

Best proposal software I could find.

Jun 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's easy to use and integrate with Freshbooks and other software apps. I enjoy that there is multiple customizable templates already ready to go.

Overall: Easier to get proposals out quickly.

Great idea - but buggy and frustrating

Sep 20, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: It makes a business look modern and up-to-date. It should make writing proposals streamlined and more efficient. It integrates with Hubspot

Cons: It's frustrating and buggy. It feels like it's about 80% of the way to complete. Formatting is almost completely random. Creating tables is a leap of faith. The pdf versions of the proposals are hit and miss.

Overall: It started well - and it's certainly better than writing proposals in Word, but version 2 isn't any better than the first iteration, in fact, it's much buggier, and the frustration levels around the office regarding how buggy it is is a real issue.

Pricey but looks like it is worth it. A free trial experience helps in knowing if it works for you.

Jun 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The many templates, all applicable with need for minimal editing at times.

I used this in particular as a free trial to see whether it is something I would need and it turns out that I was able to improve the speed and efficiency of proposal preparations. I love how much more simpler and quicker it allows a proposal to be developed and sent out, a task which previously would always be daunting to me.

Cons: I think it is a bit on the pricey side, but seeing as it does what you'd expect it to, it really comes down to how much you value the use of that service. As I have not used a similar service before, I can't compare the cost to those. I do however believe that it is worth it's price tag.

Professional look that clients love

Oct 07, 2016
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: We at theFUZE use Proposify to generate proposals for 90% of our job quotes. The tool is pretty user-friendly, and has just a few functions that take some getting used to. As a Design, Marketing and Branding Agency, how we present our company story, our team and the services we offer is an important part of introducing new clients to how we can support their goals with good-looking, quality design from an experienced team.

Pros: Templates are a great starting point, customization, overall UI/UX. Clients love these types of proposals - digital with option to print, well organized, clear budgets and online signature are all terrific.

Cons: For new users, a few things like navigating within the tool and inserting page templates (vs an entire proposal template) are difficult to figure out. Price is ok. We pay less for online tools that are more comprehensive, but the quality of final presentation that goes out of Proposify to clients makes it easier to accept the cost.

Recommendations to other buyers: Give it a try!

Great Product, Great Value

Mar 23, 2017
5/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use

Initial Setup time

Native iOS app

Analytics

Price

Cons: Lack of integrations with other softwares

Functionality of creating templates

Limited template options

Overall: Proposify has been an amazing asset to streamlining our inbound sales funnel for new clients. The software is easy to setup , and beyond easy to utilize on a day to do basis to send proposals. The value compared to others that I've tried is beyond fair, and the software has no bugs like some of its competitors. The only think I hope to see in the future is additional integrations with other SaaS . Besides that, Proposify gets a 5 stars in my book.

Proposify Review

Apr 26, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use. Clean design.

Cons: Nothing

Overall: Proposify is very easy to use, very clean and simple design that has create functionality for all sorts of contracts and uses. I recommend this to anyone!

Recommendations to other buyers: No

Capterra loader

Just buying but it's a great value

Nov 13, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It takes all the work out of creating impressive and complete proposals that can be used to sell, close, and retain clients

Cons: Haven't found anything yet! Who could ask for more than a free trial?

Overall: this will especially create transparency and protection for my client and my own business

Proposify helps get the job done.

Aug 18, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I love the software. The support for it has also been spot on. Also, during my trial new features were introduced making it more tempting to purchase.

Pros: I love how easy it was to setup. The templates had verbiage that i can actually use. It was great to get it up and running so quickly.

Very handy tool!

May 29, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very practical, email tracking (read), online signature, templates, analytics. Makes putting together proposals a true breeze.

Cons: You can't switch to a different template once you've gotten started on a proposal. You literally need to copy your content from one proposal to another new one.

Great for the busy executive

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use. Can make attractive templates. Automates the proposal process. Can track opens. See how much time was spent on reading each page.

Cons: Nothing. It's perfect the way it is. Makes great products.

Overall: We have made lots of sales based on this. Well worth the money.

A good robust proposal tool

May 13, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money

Pros: I liked being able to create different types of proposals for each line of my business, without having to do too much work. The templates are highly customizable and easy to create. It is time consuming to create a template, but once it is done, it is done.

Cons: It is quite a bit of work to keep it updated; you have to be using the tool every day. You can keep track of the status of each deal, and allocate it to work teams, but it was another task on my list of things to do. It would be good for someone in a sales position solely, but as a small business owner, I found it to be a lot of additional work.

Life Changing, I know it sounds dramatic. I used to take hours on proposals, now it's only minutes.

Jun 24, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Proposify combines the best practices from products we used previously and makes it all available in one place. I love the autonomy it has provided us by leveraging their internal doc metrics, pipeline assessment, electronic signature, pre-existing templates, and custom library for all of our needs. If you take everything mentioned above and add a sweet integration with Zapier it makes me a happy business owner!

Cons: Some of the UI/UX workflow when maneuvering through your proposal templates and library could be more intuitive. At first, I found myself looking for more convenient ways of deleting and adding new templates.

Overall: What used to take hours, now takes minutes. I've been able to close more business and focus on more strategic outcomes for my company. I couldn't ask for more than that.

Great for Service Based Companies

Aug 08, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: I love this product! Since we have started using Proposify our close rate has increased. The proposals are so easy to put together! When a client says "send me a proposal" I don't dread it anymore. The templates and drag and drop editor make it really quick, simple and professional looking. My only suggestion would be to integrate with some additional CRM programs. I do love that it integrates with Freshbooks, it makes getting paid for the proposal even easier! Great job, and I would recommend for any agency, or service based business.

Proposify is perfect to make beautiful proposals

Oct 13, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It has a built-in signer, perfect to send proposals and wait for the client to send them back signed. You can also see how much time the client spent reading the proposal and when. It is very easy to use It has templates or you can make your own proposal template. The Fee table calculates the total for you and shows the value of the proposal for the client.

Cons: The site is very slow, It froze for 30 minutes when trying to erase a text that was copied 10 times. Also, the whole copy and paste thing gets tricky with the keyboard. You can't align text with a button, you have to use the grid and do it manually and only has Youtube, Vimeo and Wistia for video support.

Overall: Faster and easier way to make proposals for the clients. The built-in signer is very usefull.

Great proposal writing tool

Nov 27, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the way you can see who has viewed the proposal and how much time each person spent viewing it.

Cons: I am least impressed with the customizing abilities. The editor is pretty basic, and I've gotten frustrated a few times with formatting struggles.

Overall: This is a great tool that keeps all of the proposals for multiple clients in one place. It provides a great interface for our clients to view and sign proposals.

This is one of those rare time-saving tools that actually saves you time

Jan 19, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is extremely easy to make an update to your template/process and apply it globally.

Overall: Proposify does one thing and does it really well: It helps you simplify your proposal writing process. I thought this wouldn't be that big of a deal since we'd always worked from a Google Docs template that we'd crafted over the years, but Proposify gave us a very simple tool that let us make our proposals look more on brand and follow those brand elements through the email and SOW process.

So cool! Proposals are hard, this makes it easier

Nov 19, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: This creates a professional-looking online proposal with minimal effort. It's fairly easy to use and collaborators can pitch in. If you're starting from scratch, this gives you a big leg up.

Cons: I thought the designs were a little meh-especially the graphic design one! They could put more effort into making more beautiful proposals instead of b-level corporate designs.

Overall: I chose not to purchase it because my design team had already created a more beautiful proposal template in Google Docs, which is free. Without that "running start" there's not a huge difference between Proposify and Google Slides.

Proposify is worth its weight in gold!

Dec 31, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: I've been using Proposify for about 3 months now. As a new(ish) web developer I was struggling with the whole contract process, everything from what to include to how do I get their signature, to "oh my god this is so ugly, I can't send them this!".

I stumbled accross a recommendation for Proposify from a fellow web designer. I signed up for the 30 day free trial and was hooked. Not only did Proposify immediately solve all of my problems, but I LOVED being able to see when potential clients had actually reviewed the proposal, and where they spent the most time.

I debated signing up once the trial was over, but in the end it was no contest. The monthly fee is more than made up for by the time I save on just one proposal a month.

Great Proposal Software

Sep 27, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: I'm a managed IT provider in Halifax NS, and have landed quite a few contacts using Proposify. Love the interface, easy to use. They have a number of materials and templates to get you started and its easy to upload your own materials and incorporate them.

Pros: -Fast customer service for questions or troubles -Great looking proposals -Easy integration of materials

Cons: -Freelancer package is only one user, would be awesome to have a guest pass or something to allow a collaborator to log in and comment. For example if one contract is in pitched with a co-project manager

Recommendations to other buyers: Take a look at the proposals in churns out. Not hard to make something look really awesome.

Will recommend for sure

Dec 07, 2016
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: User-friendly

Modern

Time saver

Cons: Limited word processing

Layers are sometimes difficult to handle

Overall: Proposify is a very user-friendly platform that saves a lot of time and money. It's perfectly adapted to 2016 business, but still keep options for in-between use (pdf download). The templates are very beautiful and professional.

Some features related to word processing need to be improved, I believe it's a matter of time as improvements are made regularly.

Capterra loader

Proposify Review

Dec 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I liked the wide variety of proposal types into which you can drag and drop images and text. Saved us a ton of time and increased the professionalism of our proposals.

Cons: Initially, it was difficult to determine how to print proposals. After we figured that out, things went well.

Overall: We needed to upgrade the look of our proposals and Proposify made it easy to do that.

The only proposals I've ever sent that clients actually compliment me on!

May 25, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Proposify is super easy to use and generates beautiful proposals in minutes. It's significantly cut down on the time and effort involved in getting a quote out to my clients.

Cons: My only pet peeve is that payments aren't integrated natively, and a lack of mobile support. iOS now has a native mobile app though so it's getting there!

Proposify has removed the cringe-factor of creating proposals

Oct 05, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Proposals are the lifeblood of a business, and yet so painful to create. I implemented Proposify for my company to trick me into thinking that creating proposals is actually ok. It worked.

Pros: Easy to generate proposals from templates, easy to send and share with clients.

Cons: You can't force clients to sign proposals before clicking Accept.

Recommendations to other buyers: Check it out. If you hate proposals, this might be your answer.

Excellent control in all sales quotes

May 14, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Mobile Notifications: you can receive notifications form your cliente in real time everytime your cliente reed your email, aprove, decline or comment in your quote

Cons: The iPhone app it's not a complete solution: You can't create or modify proposal using the mobile iPhone app

Overall: Total control of the clients proposal to close more and faster.

Excellent Proposal Software

Jan 04, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Functionality, usability

Cons: There are a couple of bugs that are supposedly being fixed with the new version coming out in 2017. It doesn't handle large CRM databases well at this time (10K contacts).

Overall: Our agency had used QuoteRoller for years and this is a far superior proposal development application. The graphical layout features are excellent in showcasing our work.

Very easy to use

May 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The tracking system is great for follow up with potential clients, also the automatic save feature and merging and uploading of documents is a great help.

Cons: More templates such as life coaching and consulting would be a great improvement. Also, increase the file capacity for larger documents and attachments.

Overall: Easy to use.

Increased winnings = Proposify

Jun 04, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Proposify simplifies your proposal to a client. It takes them on a journey that you take them on - introduction, the brief, costings, team, etc.

Cons: The smallest package is quite high (financially). I have just downgraded to one but even on that, you should be able to access all old ones - not have to archive them.

I love Proposify is awesome . It makes my proposal looks very professional an my clients love it too

Jun 17, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's ease of use. It's professional look and the value for money. Proposify is one of the best software of its kind.

Cons: Not having the availability to speak with a live agent. Some of the title cannot be changed in the template.

Overall: The professional look .My clients were totally impressed with the presentation and how I was able to add videos.

Mediocre at Best

May 08, 2018
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: Nice graphics, you aren't inundated with endless marketing emails from them. Unfortunately, its just not great. Its ok.

Cons: For what proposify offers the price is way too high.

It's nearly impossible to cancel.

Snarky customer service who refuse to instruct you how to cancel.

Did I mention overpriced?

The software and functionality was so overwhelming we signed up and forgot to use it for almost two years. Point being, it was forgettable.

Overall: none

Extremely Happy

Oct 07, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Everything works so well!

Cons: Cant think of any

Overall: Not easy to get a 5 star out of me but i couldn't come up with anything I don"t Like so Kudos Proposify Team and of course Jennifer!!

Recommendations to other buyers: When you send out a proposal and wait around or wonder whats going on I use this to gauge interest and discover pages they stayed on etc.. It just helps with the whole process

Template issues

Oct 15, 2018
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: Great product for proposals using A4 format.

Cons: Proposal templates are using A4 size. If you are in the US, you will need to do a good deal of manual work to turn templates into US-Letter size. Their support is not helpful: "I'm sorry to say that A4 is the international standard for page sizes. In order to make sure we're competitive in all markets, we have to make sure our templates are able to reach as many people as possible. I understand how much of a pain it can be to edit that, though."

Oct 25, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Great product

Oct 08, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and great tracking

Cons: Would be good to use off line too

Overall: Proposify is a great system it would be nice if it could also be used without being online however aside this we use it all the time it's fantastic. I've not rated customer support as we have never needed to get support which is a credit to the system!

Another great way to make nice proposals.

Jul 29, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money

Pros: I like that Proposify makes proposals easy to make and really good looking. It really helps speed up my day.

Cons: I don't like some of the limitations, sometimes I need to export the proposal and then add something in another program.

I love proposify

Apr 24, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
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Comments: I've worked with many different brands of proposal software and Proposify is the one I've stuck with. I would say that the only addition that I would love would be adding Stripe or another type of online payment which would be automatic once the proposal is signed. Other than that it's a complete package. Love.

Allows your proposals to look like a pro's!

Jun 14, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: Proposify allows for professional and appealing proposals to be created with ease. Whether using one of the multitude of templates, or creating your own, the design tools and layout allows for easy creation.

Cons: No major complaints about Proposify. I believe more complex tools could be added for creation if someone is more advanced, however I believe almost anything can be worked around within the program.

Proposify is great if you're looking to "wow" your customers with a proposal

Sep 28, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I use Proposify to send out proposals on theming and prop projects VFX Foam LLC works on. I have never had a customer compliment me on the way a proposal looked until a few weeks ago. When a creative agency that deals with Fortune 500 customers tells you that your proposal is the most well put together and cleanest proposal they've ever received, that says a lot! We will continue to use the product and love the service Proposify provides.

Pros: Clean layout design, easy to build templates, tracks when customers open and view the proposal as well as which page and for how long.

Cons: Could use some additional editing features

Recommendations to other buyers: Check out Proposify if you need a way to send and track proposals for clients

Good product but full of bugs and frustration

Oct 03, 2018
2/5
Overall

1 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: It is very design feature laden, which is great! We win a lot of work through it. It is also convenient for clients to sign proposals online.

Cons: It's sooooo so buggy!!! Prepare to lose a lot of time and frustration.

Overall: Bitter Sweet... Used it for 3 years and won lots of work with it but it's sooo frustrating!

Great proposal solution

Nov 20, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I like that they have a library where I can keep various types of documents. The ability to customize and update various documents with an easy-to-use interface is helpful when you need to get documents out quickly. Online signature is fantastic.

Cons: While layouts and docs can be customized, it's still not the very best design tool so some design functions are limiting.

Better close rates in a fraction of the time!

Oct 24, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: Our clients love using Proposify. The software alleviates all the headaches associated with traditional proposals (signatures, repeating text, pricing tables) and makes it all look fantastic. Imagine this: every piece of information you need to craft the perfect proposal, all in one place. No more using CMD + F to find each instance of "CLIENT NAME" in the proposal - you fill out the information once, and Proposify takes care of the rest. I have nothing but overwhelmingly positive things to say about the software.