# Proposify Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Proposify the right Proposal Management solution for you? Explore 298 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/133332/Proposify/reviews --- Proposify 4.4 (298) [View alternatives](https://www.capterra.com/p/133332/Proposify/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Proposify Ease of use 4.3 Customer Service 4.4 ## Pros and Cons in Reviews JB John B VP SalesConstruction, 11 - 50 employeesUsed the software for: 1-2 years. “I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective.“ May 16, 2025 SJ Sara J Sales Operations SupportFacilities Services, 201 - 500 employeesUsed the software for: 1-2 years. “Most of our account reps work on their own financial documents in Microsoft Word. When they copy and paste it into Proposify, it looks terrible.“ September 12, 2024 JH James H Workplace SolutionsTransportation/Trucking/Railroad, 11 - 50 employeesUsed the software for: 1-2 years. “Good to have depository of past proposals and duplicating is easy method to quickly get a new submission out the door; also like ability to pull up known contacts and companies.“ September 17, 2024 NA Nathan A Regional Vice PresidentHigher Education, 11 - 50 employeesUsed the software for: 1-2 years. “It gets a bit wonky with cache with your PC-- so you have to refresh reguarly to make sure things are saving.“ September 16, 2024 Carlos L Software EngineerInformation Technology and Services, 10,001+ employeesUsed the software for: More than 2 years. “It helps to keep track of interactions which allows detailed tracking of all interactions with customers, whether by email, phone calls or any other way.“ July 20, 2023 JG Jamie G Senior Account ManagerBusiness Supplies and Equipment, 11 - 50 employeesUsed the software for: 6-12 months. “Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease“ October 27, 2024 Alejandra P Director, Brand Communications & Development MarketingConstruction, 201 - 500 employeesUsed the software for: 1-2 years. “Our institution uses Proposify as a way to showcase our services to clients, allowing them to examine everything we offer and sign a contract with us from the proposal.“ May 22, 2023 CD Christina D AdministratorMarketing and Advertising, 2 - 10 employeesUsed the software for: 1-2 years. “It is difficult to make edits to templates when text is going outside of the parameters set by the software.“ November 13, 2023 ## Showing most helpful reviews Showing 1-25 of 298 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Aman Preet S. Developer Retail Used the software for: 6-12 months ### "Pros and cons of Proposify" July 14, 2022 4.0 Overall experience with Proposify is nice as it fullfill our current requirements quite well hence one can go with Proposify software if they wanna have right workflow management tool. Pros Our dependency with CRM tools is based on our current requirements and the main reason of using Proposify is to have perfect documents signature as well as ideal workflow management system which could automate the process and here Proposify did it job quite well. Cons The efficiency of using other tools in collaboration with Proposify is not that good as for handling and improving documents that is required. Hence this is something where our team felt the improvement is required. Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/)[Dropbox DocSend](https://www.capterra.com/p/136311/DocSend/) Switched from [Loopio](https://www.capterra.com/p/133042/Loopio/)[Docusign](https://www.capterra.com/p/121506/Docusign/)[GetAccept](https://www.capterra.com/p/148367/GetAccept/)[Dropbox DocSend](https://www.capterra.com/p/136311/DocSend/) The pricing and content management of above tools were not fitting into our current requirements. Review Source AS Alex S. Business Development Manager and Senior Marketing Strategist Marketing and Advertising Used the software for: 2+ years ### "Efficient Proposal Builder for Businesses" September 16, 2024 4.0 Overall, this platform has been the backbone of my department with creating a positive digital impression of how our team presents packages to potential clients. Being a part of a digital marketing firm, having our best foot forward digitally has increased our authority in our market. Pros I enjoy the ability to create templates and streamline my proposals. Having a built out system to continually turn around proposals efficiently has helped me win more deals. Cons Sometimes the formatting of terms and conditions and table building for pricing can be a bit glitchy when copy & pasting new terminology or updating pricing. Switched from [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) Ease of use as well as company adoption internally. Review Source NP Nathan P. Account Executive Computer Software Used the software for: 1-2 years ### "Usage by an AE" October 22, 2024 3.0 I'm an individual contributor using proposify, and i recognize Pros I do like that you can tell a story in the presentation of the proposal. Cons It takes a lot to set up the presentation pages to make it look good and helpful. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) We were using Docusign very manually pulling in order forms from excel. Review Source SJ Sara J. Sales Operations Support Facilities Services Used the software for: 1-2 years ### "Customer service is everything!" September 12, 2024 4.0 Overall, I am happy with Proposify. The customer service makes a HUGE difference. And our contact, \[sensitive content hidden\], goes above and beyond to help us. If it were not for the amazing customer service, we would not have renewed our contract. Pros I like how user-friendly it is. It's easy to pick up and learn how to use it. This makes it easier for some of our less tech-savvy colleagues. Cons Copying and pasting from Word into Proposify. Most of our account reps work on their own financial documents in Microsoft Word. When they copy and paste it into Proposify, it looks terrible. Extra spaces added, and bullet points don't transfer. It's a headache to go back and clean up. This discourages my colleagues from using Proposify. Alternatives considered [Loopio](https://www.capterra.com/p/133042/Loopio/)[Responsive](https://www.capterra.com/p/148054/Responsive/) Reason for choosing Proposify Better options for graphics and customer service! Switched from [Expedience Proposal Software](https://www.capterra.com/p/141108/Expedience-Software-Suite/) We were tired of working in Microsoft Word. We also wanted a product that we could track proposals in. Review Source JL Jen L. Senior Manager, Practice Growth Accounting Used the software for: 2+ years ### "We love Proposify" September 11, 2024 5.0 We've had a great experience with Proposify. I recommend it to fellow marketers as a way to streamline their proposal process. Pros It's easy to use and saves time on the creation of my proposals. Cons There are some features I wish it had, but the UX reaches out several times a year to discuss how the user experience is. Alternatives considered [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Reason for choosing Proposify It was what we needed at the time and the most cost effective. Review Source DM Dave M. President Marketing and Advertising Used the software for: 1-2 years ### "Easy to use, professional proposals " September 21, 2024 5.0 Great product from great people - we’ve used Proposify for 3 years and it’s been great! Pros Easy to use, great starter templates and easy to customize. Cons Sometimes deliverability is tricky - I always recommend sending a separate followup email with the link Switched from [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Easier to use and better value for the money Review Source JB John B. VP Sales Construction Used the software for: 1-2 years ### "Wowza Proposals!" May 16, 2025 5.0 Proposify helped me (maybe it was more like I helped Proposify do the work...) create effective and powerful proposals. We went from boring, hum-drum business "letters" to full-colour, wowza proposals without much training at all! It's a great product and the built-in document management/signatures is very cool. Pros Proposify was extremely easy to use. I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective. The document tracking was kind of cool, too! Cons There wasn't much that I didn't like. We had a one year plan and while I thought that the cost was reasonable, upper management disagreed! Review Source LL Laurie L. Business Development Manager Marketing and Advertising Used the software for: 2+ years ### "Great Proposal Software!" September 11, 2024 5.0 I have enjoyed using it and have never had any problems that I can't get an answer for. Pros It's very user-friendly and easy to add slides. It's easy to adjust tables or pricing or anything that I need to change. Cons I don't like it when new updates are made. but that's not a big deal. I know adjustments and improvements are important. Review Source CW Clayne W. VP of Sales Professional Training & Coaching Used the software for: 2+ years ### "Proposify Is Worth Checking Out - Great Product!" September 11, 2024 5.0 Very positive and now since I have several years of use under my belt, plus client feedback on their appreciation for the quality of our responses, it makes us feel great in using the product to attain overall high success. Pros I like the product's overall capability to help with producing very professional looking proposals - it has been very nice to use. Cons Wish that there was a Window's like undelete feature, just in case something is edited that you want to backtrack on. A bit unforgiving in that area. Review Source NA Nathan A. Regional Vice President Higher Education Used the software for: 1-2 years ### "Best Product I have used so far" September 16, 2024 4.0 Pretty good.. like it better than using google sheets or MS Word. Pros I love the way you can build pricing tables and templates into a proposal. Then you can customize even further with added personalization. Cons It gets a bit wonky with cache with your PC-- so you have to refresh reguarly to make sure things are saving. Then it takes some learning to know where to click with you mouse to drag/drop and open menus. Review Source JH James H. Workplace Solutions Transportation/Trucking/Railroad Used the software for: 1-2 years ### "Jamie Harvey w/ OMA Review" September 17, 2024 4.0 Good to have depository of past proposals and duplicating is easy method to quickly get a new submission out the door; also like ability to pull up known contacts and companies. Pros Once we established a MS word template to customize scope of work, we then create PDF which has simplified everything else; it works well for what we need. Cons Difficult to customize and navigate but effective proposal tool plus my coordinator is able to log in as well so we both have access to our proposals as needed. Review Source MK Megan K. Lead, Customer Sucess BPM Construction Used the software for: 1-2 years ### "A Huge Help" September 11, 2024 4.0 Proposify has been a great tool for our company. It allows my team to send information in a clean, easy to read format that we didn't have previously Pros clean presentation and the ability to add templated material Cons sometimes editing can be difficult if while using a template Review Source VL Vicki L. Senior Solution Executive Events Services Used the software for: Less than 6 months ### "Best platform ever!" September 20, 2024 5.0 So far it has been fantastic, I'm still new to this platform but am enjoying the functionality. Pros It's very easy to use and I love that I receive notifications when a client reviews the proposal. Cons I have no complaints or complications with this service Review Source AT Atour T. Analyst Research Used the software for: I used a free trial ### "Typically, users may track the effectiveness of their sales staff by receiving metrics from Proposify." November 14, 2023 5.0 To assist users in creating and sending proposals quickly, Proposify offers a large selection of pre-made templates. Pros My proposals seem more official and are simpler to follow when I use Proposify. The customer service team is superior to the tool itself, even though it is still amazing. Knowledgeable, professional, and enjoyable to work with, they are ready to assist at any time. Proposify offers guaranteed privacy because they protect user data with cutting-edge security methods. Our remote team finds it simple to maintain consistency among the several estimates we utilize, and we can monitor the status of each estimate from a single dashboard. Cons Even with the abundance of customization possibilities, there is always opportunity for further integrations and customization choices. While Proposify's design function has a rather intuitive user interface, there are a few glitchy controls that frequently call for page refreshes or other awkward workarounds. Switched from [Trello](https://www.capterra.com/p/211559/Trello/) Member Controls don't have much variation. Review Source JO Josh O. Co-Founder | Digital Marketing Strategist Marketing and Advertising Used the software for: 6-12 months ### "A Proposal tool for big kids" October 5, 2016 5.0 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. Review Source VR Verified Reviewer Marketing, BD and Customer Experience Manager Renewables & Environment Used the software for: Less than 6 months ### "If you churn out mountains of proposals, this one is for you!" December 16, 2018 4.0 If you are in the creative space and you have a need to remain fresh as you send out those proposals, don't hesitate, grab proposify Pros I love how easy it is to e-sign documents and send to clients. The added capability to send email notifications as soon as prospects view proposals is also a game changer for me. This well-designed customer touchpoints map shows me how potential prospects interact with the proposal and the auto follow-up button for non-opened proposals really closes the loop on proposal management. The easy to use client interface is also a massive influence for why I bought this software. I cant wax enough how the ability for us to view how long clients mulled at sections of theproposal also gives us future areas of improvements in our proposals. Cons I really dislike how the layout design is not easy to customise and there is a true lack of editable templates. One serious drawback is the pricing. As a small organization, our budgets are not unlimited( I really wish they were!) and thus the 5 proposal limit at that price really sucks. Another pain is that Collaboration as a team is a nightmare as it keeps overwriting changes made by others and omits some other changes or edits, then there is the dreaded formatting buttons that seem to take a life of their own when used. Review Source VR Verified Reviewer Software Development Manager Logistics and Supply Chain Used the software for: 2+ years ### "Proposify for small business sales proposals " October 2, 2018 4.0 Pros The ability to track current and pending proposals that have been submitted and to see where each client is spending the most time in the proposal. Cons The lack of integrations. As far as we have been able to utilize the Podio integration does a great job updating it's own app but as soon as you try to incorporate internal data it gets jumbled. The problem here is that it cannot auto relate to an existing project and a project must be created before we can set up the proposal (as we must work out the pricing before creating the proposal). It could really use a clean up on the integration bit. Review Source VR Verified Reviewer Founder Used the software for: 1-2 years ### "Clunky, difficult to use" July 20, 2018 3.0 Pros I like being able to have templates for the proposals that I can update quickly. The templates looked professional. Cons The software is very clunky and difficult to format. When adding information, the editor was constantly reformatting and it was not a good experience. It added so much time to creating a proposal, that it didn't make sense to use anymore. Maybe they've made updates, but I cancelled my subscription because of this. Review Source Response from Proposify Inc. July 20, 2018 Thank you taking the time to review Proposify! We¿re always happy to receive feedback from our customers, especially those who have been with us for so long. We¿re sorry to hear that formatting issues caused a time delay when getting your proposals out. That¿s no good, and definitely not the experience we want our customers to have. Proposify is here to save you time and help you close deals. We¿d love to invite you to try out Proposify 2.0. With the updates we¿ve made to our editor, we¿re positive you¿ll have an exceptional experience. Our support team is here to help if you need any assistance when using the new editor, they can be reached at support@proposify.com. We¿re hopeful you¿ll give us another shot to help you win business. Cheers! Shane S. Branch Coordinator Real Estate Used the software for: Less than 6 months ### "Integrations and Options" September 5, 2019 4.0 Utilizing Proposify has allowed us to speed up our project intake process getting more in the pipeline and spending time on things that make money instead of just busy work. Pros It was really important when we were selecting proposal software to have integrations and the ability to allow the client to make choices that didn't require that we adjust the proposal. Proposify gave us both. We use Freshbooks for invoicing and Asana for project management and it integrates with both! (unfortunately Asana is via Zapier only). It also lets us give options in the proposal for the client to pick things like # of years of licensing or change the amount of deliverables to get the final price they need. This cuts down on back and forth emails that frees us up. Cons I would love to be able to pay for the service on a monthly basis instead of quarterly. Not that it really changes anything in the grand scheme of things but it lets me better track our finances. Alternatives considered [Cage](https://www.capterra.com/p/130546/Cage/)[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)[Qwilr](https://www.capterra.com/p/143254/Qwilr/) Review Source Response from Proposify Inc. November 6, 2019 Hi Shane, thanks for taking a moment to leave us some feedback. We love hearing that Proposify helps free you up so you can tackle other (non-admin) tasks - because time is money, right? Best of luck with any upcoming proposals! LH Lawry H. MD Public Relations and Communications Used the software for: 1-2 years ### "Held to Ransom, given a 'free trial extension' that never happened" December 1, 2020 3.0 Bad. The tone of the guys is just awful. max 5 active proposals at any one time? What a stupid plan. Ugh. Such a great product with such great potential and such shortsighted execution. Pros You can make proposals with it. What else? Cons The customer service and the pricing. No thought goes into either of these things. Max 5 active proposals??? WHAT?!?! What does that even mean? It means they hold you hostage again in another way. I feel like Proposify have a gun pointed at me. Reason for choosing Proposify God knows what I was thinking. Review Source Response from Proposify Inc. December 15, 2020 Hi Lawry, thanks for taking a moment to leave us your feedback. If your monthly proposal volume exceeds what our Tall plan offers, you might see a better value by upgrading to one of our larger plans (unlimited active proposals start with our Grande plan). Grande plans also offer additional features to help you streamline your process even more like Client Input Forms, Custom URL, and standard integrations. But we definitely hear you, and if the Grande plan doesn't fit into your budget, then Proposify might not be the best fit for you and your proposal needs. We appreciate your comments and wish you the best of luck with any upcoming proposals! VR Verified Reviewer Business Development Manager Information Technology and Services Used the software for: 6-12 months ### "Dream software for any Sales Person" February 20, 2019 5.0 it has helped me to earn some good customers Pros With proposify I can make professionally attractive proposal, can reuse parts of proposal this saves time. Other features which I like the most is that you can track status of proposal that it has been seen or not and you can set templates for follow ups also and three cheers for there support they do love there customers and try to help them . Cons except the pricing I don't feel they have anything to dislike Review Source Response from Proposify Inc. March 29, 2019 We¿re so happy that Proposify has helped you save time and grow your client list. We¿ll also share your kind words with our Customer Support team (support@proposify.com) - they¿ll be delighted to hear your feedback. Thanks for taking a moment to leave us a review, and best of luck with all your upcoming proposals! PV Peter V. Consultant Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Worst App for Crashing and Bugs With Software Not Repaired" April 23, 2020 1.0 Could be so good, but really far from where it needs to be. I would recommend switching to another product. Pros If bugs were fixed and the app was working properly it would be okay. I like that you are notified about proposals. Cons Slow, Buggy. Unable to search for contacts as it comes with a fault in the software. Unable to add duplicate contact emails. Website crashes often and not easy to edit templates. With slow processing times you lose hours in your day regularly. Customer support cannot fix the problems in terms of optimising the software. Review Source Response from Proposify Inc. May 6, 2020 Hi Peter, thanks for taking the time to leave us a review. We're sorry to hear that this has been your experience. We'll have someone from our reach out to you shortly to learn more so we can look into this further. We appreciate your constructive feedback, and we look forward to chatting further! MH Mary-Michael H. Partner Computer & Network Security Used the software for: 6-12 months ### "Worst software ever" December 5, 2019 1.0 The business problem I had hoped to solve was creating more efficiency with the proposal process. Instead I've inherited a new set of problems created by Proposify that is far worse. Pros It really does have the features my business needs. Their poor support staff is trained to be super nice, but they can't help the fact that they work for a bad product. Cons It is the buggiest software I have ever used. We are working against deadlines and literally every time I have to create a proposal, it loses functionality. I literally can't make the most simple edits. It just freezes up or arbitrarily removes things. It's maddening. Reason for choosing Proposify Qwilr lacked customization. I flipped a coing between Proposify and PandaDocs. Now, I've wasted so much time in Proposify and have to strongly consider a new learning curve with a superior product. This has been a nightmare. Review Source Response from Proposify Inc. December 6, 2019 Hi Mary-Michael, we're so sorry about your experience, though we're glad to hear your feedback. Our team will be following up with you to work through your concerns, and we'll help you get back on track with your proposals ASAP. Thanks again for letting us know your feedback! Cindy Jennings, CTS M. Vice President Staffing and Recruiting Used the software for: 1-2 years ### "Professional, fast and easy tool" June 9, 2020 5.0 We love the fact that what is being sent out is consistent as far as branding and language, that it is really easy for the prospects to read and execute, and that the salespeople actually use it!! It has been a great addition to our sales toolkit! Pros Our salespeople are delighted with Proposify. It has provided a professional, consistent, fast and easy way to submit proposals to prospects. It has also made it very easy for the prospects to respond and execute proposals. Our close rate on proposals has increased and I expect to see that continue. Cons We sometimes hit a snag when trying to edit our templates, but when that has happened the Proposify tech support team has been a great help. We get immediate responses to our questions and great help. Reason for choosing Proposify n/a Review Source Response from Proposify Inc. June 22, 2020 Hi Cindy, thank you so much for leaving us your feedback! We're glad to hear that Proposify is a welcome addition to your sales toolkit. Happy closing! ND Nick D. Director Data Science Used the software for: 1-2 years ### "Very poor quality product, Poor integrations, Poor proposal layouts that are inconsistent" June 21, 2018 3.0 Cheap. Pros Cheap. Integrates with a lot of applications. Relatively flexible design. Mobile App is not bad. Cons \- Everything is set in Northern Virginia, US time and all notifications, dashboard timing is our of your time and makes it very confusing to use for us to track when we sent a proposal and when the customer received reminders. - The layout is very inconsistent and tables are constantly going over the text and images in PDF version when in the web version it was OK. And what you see in the system is different to what customer gets. Very frustrating. Especially with 2.0 version. - Support is useless and in chat replies on the next day, best case scenario and their replies are shot and more designed to get you off their back not to provide the solutions. - With version 2.0 our customers almost never serve the email and because it is sent via their server we could never track if the customer actually received it. - No ability to track bounced proposals. Basically you have to run blind. - CRM integration is horrible and creates a lot of duplicates in our CRM. 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