Proposify

5 / 5 117 reviews

Who Uses This Software?

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


Average Ratings

117 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 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
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Pitch Perfect Proposal Software
  • proposify.biz
  • 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

Proposify Reviews Recently Reviewed!

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
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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.

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

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
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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.

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
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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.

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
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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.

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
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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.

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
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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.

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
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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.

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
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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.

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
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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!

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!

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.

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
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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

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
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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.

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.

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!

Great product that helps day to day

May 17, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Speeded up proposal creation and looks more professional. I also find the alerts and progress of a proposal once submitted useful and the sign off procedure.

Cons: Text editing across pages can be problematic at times. Would also be helpful for greater creative control when editing.

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
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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.

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
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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.).

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
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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.

Best proposal software on the market. The ease of use is far above the rest.

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ease of use, custom options. Templates!!!! I love the templates since they only required me to write a bit more custom information to make it work. So easy!

Cons: Yes it ties into quickbooks, but perhaps a bit more flexibility on how it inputs information into quickbooks...

Positive but the software could be a little more user-friendly

May 03, 2017
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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Pros: The software saves a lot of time with the use of templates. It also gives good information to follow up the sales process (when the receiver opens the proposal, how long it spends in each section, etc).

Cons: The software can be a bit hard to figure out how to get a few things done and to format cells and budgets.

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.

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

Proposify Review

Apr 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
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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

Proposify is awesome!

Apr 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Cons: Formatting the text boxes can be a bit of a challenge.

Overall: I love everything about Proposify. Last week I was at a sales training with IHG and showed the program to the attendees. They were all super impressed.

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
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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.

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 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.

Easy to Create Professional Proposals

Apr 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Easy to usy, great interface. Good tracking of proposals

Cons: The price

Overall: Proposify is an awesome bit of software. I've been able to create templates for my different proposals and it has drastically cut down on the time I spend writing them.

At first I was concerned about spending so much each month on this software but I feel more confident at writing larger proposals and have won projects that are 2 or 3 times the value of my previous projects.

I love that I can see how long clients are spending viewing my proposals and it help to keep you sane when you are waiting for a response to a big value proposal.

Recommendations to other buyers: I am a very visual person and having tried some of the competitors I didn't enjoy the experience of writing proposals because their interface looked tired and dated. Proposify means that I actually enjoy writing them again!

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
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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.

Thank you Proposify team!

Mar 28, 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: 9.0/10 Not
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Pros: pre-canned templates. beautifully pre-done.

Cons: editing navigation is a bit convoluted

Overall: Thank you - thank you - thank you.
I now can "make" beautiful proposals and take the credit for doing so :) You rock.

Recommendations to other buyers: payment portal link to pay directly from the proposal on the project

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
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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.

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.

Nice Proposal Tool

Jan 17, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Well worth the money and time you spend in the initial setup to save you time in the long run. I would recommend this to other service businesses.

Best proposal software on the market

Jan 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've tried every proposal software on the market and Proposify is by far the best!

At the end of the day all I can say is this - never before has sending proposals to my client's been easier, from start to finish I now send customized proposal in less then 15 minutes.

I highly recommend this product!

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
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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!!

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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Extremely
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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.

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.

Its awesome

Dec 27, 2016
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use.
Clean UI

Cons: Lack of creative templates.

Overall: Would be great if more creative and professional templates can be incorporated. Only a few templates look great, rest are a bit on a dull side.

Recommendations to other buyers: Please add more templates.

Great Product

Dec 26, 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: 9.0/10 Not
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Pros: Templates
Great Customer Service
Zapier Integration

Cons: Lack of API
LAck of Gantt Chart

Overall: Proposify saves us from creating PDF proposals. We created templates and can send proposals easily, also with integration to Zapier&Slack, we can get notified when our client viewed the proposal. We are waiting for API for next steps :))

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!

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!

Solid and useful

Dec 08, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: Proposify has lots of nice features and works pretty well. I have had some quirks with my browser from time to time, and I could wish they let you tweak settings for client messages a little better. But basically, it's a good service.

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.

The Perfect Solution

Dec 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: I was looking for a simple easy to use and professional proposal generating solution that would save me time as well. Proposify delivered on all those points. I'm really happy with the fact that I can integrate it with Zoho CRM. I really like the templates as well.

This tool has transformed our proposal process!

Dec 05, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: So happy to have a tool like this for our marketing agency. Before Proposify, our process was extremely manual and took so long.

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
Likelihood to Recommend: 10.0/10 Not
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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.

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.

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.

Fabulous Proposal tool

Nov 28, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Proposify has made it so so easy for me to send fantastic proposals to existing and potential clients. Just when I think that they have thought of everything, they continue to add functionality and more templates all the time. It is time saving and the proposals look great. 100% success rate so far with submitting proposals via this great tool.

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.

Super proposal system!

Nov 16, 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: Love the fact that you can track a prospect's time on each section. Great system, very professional but more importantly, effective.

My Agency LOVES Proposify!

Nov 15, 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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Pros: It's ease of use and it's templates that provide inspiration

Overall: When I came on-board there was no proposal software and it took weeks (sometimes months) to get proposals out to potential customers. Needless to say, we lost a lot of business due to not being timely. Proposify is so easy to use and helps us get proposals out the door asap.

definitely increased our close rate!

Nov 10, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Cons: There are some non-intuitive UX/UI elements, and no live tech support.

Overall: The quality of proposals my company can generate is excellent, and the templates have helped us create first class proposals that our clients actually enjoy reading, Clients love the digital signature, and we love being able to see real-time activity regarding how the client is viewing each section of the job estimate.

Great software

Nov 08, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Value for Money

Comments: Easy to use and completely simplifies the proposal sending process. The interface is very user friendly and I would highly recommend.

Proposify is a brilliant web app!

Nov 03, 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: Digital signatures
Integrations
Automated follow ups

Cons: non so far

Overall: At Dornan.Net, we love proposify! It helped us to create high quality proposal template which are so easy to deploy to new clients. We especially love the integrations with Hubspot CRM and Fresh books. Maintaining deals ad invoicing clients has never been easier. The final plus for us is the digital signatures. No printing no scanning documents back and forth, just send, view, sign! WOW...thank you Proposify team for this great product!

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!

Great for teams who want to streamline their proposal writing process!

Oct 31, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We started using Proposify two years ago and within a very short time, we were using it for all of our proposal writing. We have been able to streamline our proposal writing, saving literally HOURS and our proposals are consistently well presented and super easy to modify. Love this software!

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!

Proposify is a great tool

Oct 28, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Proposify is a wonderful tool, easy to use and makes all of our estimates look beautiful and professional.

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.

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.

Fantastic product

Oct 21, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Value for Money

Comments: Simply put... we love Proposify. We easily create different types of proposals from SEO, to Web Design & Digital Marketing retainer projects. Then we manage our entire workflow within our app stack via Zapier which is native to Proposify...just awesome. Within this workflow we move contacts from Pipedrive to Proposify, then to Quickbooks for billing when our proposal is accepted. Thanks for such a great service.

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.

Simple and streamlined

Oct 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Comments: I am a fairly new user to Proposify and although I have yet to use Customer Support (hence the fence sitter rating for this area) I love this program. I spend so much time creating proposals that look professional and ensuring that each one contains the required information. Proposify simplifies and streamlines this for me. Love it.

Great product but kind of spendy for us little guys.

Oct 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Simple to use. Make me look like a pro

Cons: Expensive for a small business that uses it only a few times a week.

Overall: I was shown Proposify by a friend who loved it. We have both been struggling to write good, reusable proposals. I have many services that I can roll into packages with numerous different configurations. The library concept allows me to easily throw services together to make unique proposal for each customer. They can then sign it and send it back in no time. It makes me look like a pro and it takes a difficult, time consuming task and makes it fun and legal. I feel that the price may be steep for us little guys however. I am paying for it now because I wanted to see if it was worth it but may give it up if the results can't be justified.

Recommendations to other buyers: Learn to use the library right off the bat and make the pieces before you try to make a whole proposal. Also make a copy of the demo proposals and library items so that you can keep the originals to refer back to. At least for a while anyway.

Fantastic Client Experience

Oct 17, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: As a proposify client, you truly feel valued and heard. Anytime I submit a request or email them they are very responsive and take the time to always improve the UI and UX of the software. This software is awesome.

TL;DR - 10/10 will use this for a long time

Excellent product!

Oct 17, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Very easy to use and helps us send proposals quickly. Reliable, too. We and, more importantly, our clients, are impressed. Quick customer service. It's like part of our team already.

Game changer

Oct 14, 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: Ease of use, proposal distribution

Overall: This has been so well received by both existing clients and new prospects. It has up'd our game in a big way!

Recommendations to other buyers: Would love a mobile app - would love to be the firm that builds your mobile app.

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.

Best Proposal Platform on the Market

Oct 11, 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: Excellent platform, easy and seamless user experience, centralized location for pipeline data.
Our decision to move our proposal pipeline to Proposify was well worth it.

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.

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!

Proposify is an excellent app for proposals

Oct 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We were hunting for a good proposal app to help us as we were finding that it was taking so much time to generate a proposal that was custom each time. Proposify helped us to really streamline that process significantly, helped improve the overall professional look of our proposals, and gives us real-time analytics on what a potential lead is viewing and spending the most time on. Two thumbs up here.

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

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
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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

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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Extremely
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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.

Proposals made easier

Oct 07, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Love have Proposify as a partner and essential tool in our arsenal. Proposify allows us to send quick proposals that are easy to follow while giving us the business intelligence we need to know how are clients are interacting with them and what our opportunity areas are. Our lives would be a lot harder without their help.

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!

Best proposal software!

Oct 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: I really LOVE Proposify. What's automated needs to be automated, and the designs and templates and gorgeous and so professional. I'm always confident and proud when I send proposals and contracts.

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.

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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Extremely
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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 :)

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
Likelihood to Recommend: 10.0/10 Not
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Extremely
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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.

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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Extremely
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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.

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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Extremely
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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.

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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Extremely
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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.

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.

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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Extremely
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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

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 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
Likely
Extremely
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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 :-)

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
Likely
Extremely
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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.

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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Extremely
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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.

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.

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.

Problematic autosave/undo

Jul 27, 2016
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Comments: Essentially great product and good support.

Unfortunately buggy caching in combination with outosave and undo that makes editing a hassel and very easy to lose hours of work, especially problems at page breaks and with page merging. This is really spoiling the fun and contradicts the time saving argument. I've pointed out this problem for month now, no noticable improvement to that critical deficite. Given the price tag I expect this to be robust and just work.

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.

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.

This program rocks

Oct 16, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros:
Philosophy and tone of pre written templates, fee tables, speed, user interface/experience very handsome.
Con:
Would love an architectural design template to be added - that whole arm of the design world is missing from the templates

The best around - no question about that.

Jul 19, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I am using this platform now for all our I.T. quotations. I have tested and used every product out there including php scripts etc.
Nothing comes close to Proposify.

Its just awesome...