Best For

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

Product Details

Proposify helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements. On-brand, reusable templates and central storage for proposal content save reps time, while proposals rich with interactive pricing, videos, and live chat impress your prospects. View metrics gives insight into how long each section is viewed, and our integration with your fave apps, like Salesforce, allow reps to easily create sales docs without leaving the CRM.

Contact Details

Pitch Perfect Proposal Software

http://proposify.com

Founded in 2012

Located in Canada

Proposify Pricing Overview

Proposify pricing starts at $19.00 per month, per user.There is not a free version of Proposify.Proposify does offer a free trial.See additional pricing details for Proposify below.

Starting Price

Free Trial

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

Proposify Features

Audit trail
Collaboration
Contact Management
Content Library
Document Management
Electronic Signature
Knowledge Base Management
Pipeline Management
RFP Management
Templates
Version Control
Workflow management
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customizable Branding
Discount Management
Pricing Management
Product Configurator

Proposify Reviews

Showing 5 of 240 reviews
Overall
4.5/5
Ease of Use
4.4/5
Customer Service
4.6/5
Josh O.
Co-Founder | Digital Marketing Strategist
Marketing and Advertising, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: GetApp
October 5, 2016

“A Proposal tool for big kids”

OverallI 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
ProsI 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.
ConsIt'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 buyersThe 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.
Source: GetApp
October 5, 2016
Verified Reviewer
Marketing and Advertising, Self-employed
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
3/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
December 18, 2019

“Great looking proposals & sales tracking, but some glitches. ”

OverallI've used this both in an agency setting and as an individual consultant to craft and send proposals. I truly do believe that a great proposal (both visually and written) helps to win business. Proposals can be one of the most critical sales documents in your process.
ProsThe software helps you to create great-looking proposals and keep things in your sales funnel organized. It is also nice that you can track when someone has opened your email/proposal and how long they have viewed different sections, which greatly helps during sales follow-ups.
ConsGlitches. I've used this software for a couple years and I do find that it does glitch out quite frequently. The text formatting changes when you writing text and then it goes to the next page. The worst experience was when I lost hours worth of work for a big proposal (and it didn't autosave), making for a sleepless night.

Vendor Response

By Pitch Perfect Proposal Software on January 8, 2020
Hi there, thanks for taking a moment to leave us a review. We appreciate your feedback! It helps us improve Proposify and create an even more powerful tool for you and your business. Happy closing!
Reviewer Source 
Source: Capterra
December 18, 2019
Avatar Image
Susan W.
Director
Construction, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 11, 2019

“Love it.”

OverallReally good so far (it's only been a few weeks). Very easy to see the status of your proposals and I love the links to Infusionsoft and the ability to automate followup which were both missing in our previous software.
ProsBeautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.
ConsSet up of our template was a little daunting but we used Belt Creative to help us which was well worth the investment.

Vendor Response

By Pitch Perfect Proposal Software on December 11, 2019
Hi Susan, thanks for taking a moment to write a review of our software. Fantastic that Belt Creative helped you get started, and that your clients are impressed! That's really great feedback, and we're excited for you to continue seeing the benefits of Proposify. Definitely let us know your thoughts at the six-month and 12-month marks! Best of luck with any upcoming proposals, and happy closing!
Reviewer Source 
Source: Capterra
October 11, 2019
Matt S.
Owner
Music, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
2/5
Ease of Use
2/5
Customer Service
4/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
4/10
Source: Capterra
April 11, 2017

“Great in concept, but buggy”

OverallWe 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!
Source: Capterra
April 11, 2017
Avatar Image
Scott R.
President/Founder
Public Relations and Communications, Self-employed
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
September 18, 2019

“So far, so good”

OverallI've only been using it for about a month, but so far so good. Looking forward to really learning the ins and outs and creating more templates in the process.
ProsIt is intuitive. I've tried other SaaS companies in the proposal/presentation/documents space and Proposify was easy to use and learn from moment one.
ConsWish it offered one or two more active proposals on its Tall plan. Sometimes, you just need a little bit more, but not the other end with an unlimited amount.

Vendor Response

By Pitch Perfect Proposal Software on November 25, 2019
Hi Scott, thanks for taking a moment to write a review for us. We're happy you chose Proposify! Definitely let us know your feedback in a few months once you've learned the ins and outs, too. Best of luck with any upcoming proposals, and happy closing!
Reviewer Source 
Source: Capterra
September 18, 2019