---
title: "Proposify Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is Proposify the right CPQ solution for you? Explore 299 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/133332/Proposify/reviews/"
page_type: "reviews"
language: "en"
publication_date: "2026-10-19"
---

Proposify

4.4 (299)

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 October 19th, 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

Elon E

Project FinanceBanking, 1,001 - 5,000 employeesUsed the software for: 6-12 months.

“Pricing may also become less attractive for small teams or lower proposal volumes.“

April 30, 2026

AT

Atour T

AnalystResearch, 51 - 200 employeesUsed the software for: I used a free trial.

“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.“

November 14, 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

JG

Jamie G

Senior Account ManagerBusiness Supplies and Equipment, 11 - 50 employeesUsed the software for: 6-12 months.

“The ability to send professional proposals is incredibly useful“

October 27, 2024

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

AT

Atour T

AnalystResearch, 51 - 200 employeesUsed the software for: I used a free trial.

“To assist users in creating and sending proposals quickly, Proposify offers a large selection of pre-made templates.“

November 14, 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 299 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Elon E.  
Project Finance  
Banking  
Used the software for: 6-12 months

### "Excellent proposal workflow tool, but pricing and advanced editing should be reviewed"

April 30, 2026

4.0

Pros

What I liked most about Proposify is how it removes friction from the proposal process. In practice, teams can use templates, content libraries, approvals, pricing tables, and e-signatures instead of manually editing Word or PDF files. For example, this reduces errors, shortens turnaround time, and improves close rates.

Cons

What I liked least about Proposify is that some advanced formatting or pricing table edits can feel restrictive. Pricing may also become less attractive for small teams or lower proposal volumes. In more customized sales environments, setup discipline is important.

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

CV

Catalina V.  
Owner  
Events Services  
Used the software for: 2+ years

### "Great in concept but buggy as hell"

January 13, 2022

3.0

Overall it WAS a great product. It's going through growing pains but they don't seem to be growing out of it anytime fast. The support is somewhat responsive although 9/10 I get a canned response that doesn't really answer my question. If you are using the exact same template over and over again with no changes then you will probably have no issues but if you build a custom proposal for your clients it will be a frustrating task.

Pros

I love how it streamlines our proposal presentation to clients. We are able to quickly produce proposals that look beautiful and help us close... when there are no changes needed to be made to the template.

Cons

In seems that over the past few years the dev consistency has gone down a lot. There are a lot of feature updates but more and more bugs. Simple things that should be flushed out before deployment are not being done and this has been something I have seen for over a year and a half. The biggest issue so far has been pricing tables. You're prompted to update to the new tables but it never works. Support just tells you to do a few workarounds and sometimes it works and sometimes it doesn't. We don't have time to teach our entire team how to navigate the bugs. Before that there was a bug with being able to update simple text, you couldn't select a text box and you had to refresh every time. Before that, your templates would load blurry and then you had to scroll all the way to the bottom of the page then back up to be able to edit anything. I used to love this software so much but I don't know what happened. It went from saving us time to costing us time and causing hours of frustration. A common phrase of frustration in our office is "Why Proposify" WHY???" I am in the process of looking for an alternate to move my entire team to.

Review Source

Response from Proposify Inc.

February 18, 2022

Hi Catalina! Thanks for leaving your review. Feedback like yours helps us get better! Customizing templates can sometimes be challenging. We now offer a custom template service, where our designers work with clients to create dream proposal templates! We also offer consultations to help our customers build better custom templates. Please let us know if these services are right for you and your team. We have received customer feedback about the pricing tables and have launched an internal team to focus on improving this experience. Our VP of Product would like to hear more about your experience, to help improve the overall product and your direct experience with Proposify. If you're interested, please reply to this thread and we will get you in touch.

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

Susan W.  
Director  
Construction  
Used the software for: Less than 6 months

### "Love it."

October 11, 2019

5.0

Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and I love the links to Infusionsoft and the ability to automate followup which were both missing in our previous software.

Pros

Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.

Cons

Set up of our template was a little daunting but we used Belt Creative to help us which was well worth the investment.

Switched from

[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)

Wasn't happy with the appearance of the proposals we were writing, and they looked dreadful when downloaded as PDFs.

Review Source

Response from Proposify Inc.

December 11, 2019

Hi Susan, thanks for taking a moment to write a review of our software. Fantastic that Belt Creative helped you get started, and that your clients are impressed! That's really great feedback, and we're excited for you to continue seeing the benefits of Proposify. Definitely let us know your thoughts at the six-month and 12-month marks! Best of luck with any upcoming proposals, and happy closing!

Melanie A.  
Consultant/Trainer  
Professional Training & Coaching  
Used the software for: 6-12 months

### "Robust and Relevant but Has Competition "

July 9, 2023

3.0

Solid resource but not for everyone. Quality and consistent way to elevate your brand. Some glitches but overall, works well.

Pros

I was excited to give Proposify a try because I do a great deal of professional document designs. I have also had a handful of clients trial it before ultimately deciding on a program to meet their needs. I like that users could easily modify the templates and that there are a variety of quality templates available. This enables users to create branded documents with professional look and feel and to do so consistently. A service like Proposify helps to save time which ultimately translates to saving money. It’s a good resource if you’re doing high volume sales presentations or pitches.

Cons

I disliked the pricing options as they are somewhat restrictive and seem to exclude a population of customers who might be interested in a one-off or two-off solution. This makes them not as attractive as some of their competitors but a great option for others and it may not be the most ideal if you’re not doing a high volume of pitches or proposals.

Alternatives considered

[Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/)[HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)[LivePlan](https://www.capterra.com/p/142049/LivePlan/)[Qwilr](https://www.capterra.com/p/143254/Qwilr/)

Reason for choosing Proposify

I trialed it, but ultimately didn’t keep it long.

Review Source

Dinos P.  
President  
Marketing and Advertising  
Used the software for: 1-2 years

### "Churning out proposals faster than typing “lets send them a proposal”…"

May 24, 2022

5.0

I’d choose Proposify over many of the others out there in the marketplace since it has everything I need to create proposals and good looking ones that win clients for my company.

Pros

UI is great, functionality helps get good looking proposals out there fast. Pricing tables with options and wonderful and the integrations are good too.

Cons

Not much…wish it would integrate with QuickBooks Payments in addition to Stripe, or just offer another payment processor integration like WePay or \*something\* so I wouldn’t even need to integrate my accounting system.

Switched from

[Nusii](https://www.capterra.com/p/138512/Nusii/)

Nussi doesn’t seem to be creating any new features lately…feels like stagnant software.

Review Source

Matthew N.  
CEO & Founder  
Internet  
Used the software for: Less than 6 months

### "Helping automate my freelance business"

September 18, 2019

4.0

Very positive. My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed. An impressive feature is the ability to create dynamic proposals where clients can add on options and the total sum is adjusted accordingly.

Pros

This is a complete package. I needed a tool that would allow me to dynamically create proposals, but also send out regular documents like NDA's to be signed digitally. Proposify solves this for me and add extra features. It is relatively easy to create a document (proposal/contract) from scratch using their design interface. Even though it is a bit unintuitive at times, it gets the job done. Creating snippets of content for later use is a definite benefit. Even better is the seemless integrations with Harvest, creating an invoice from a proposal when it is signed, and importing contacts from Harvest. This automated approach is saving me a bunch of time.

Cons

No integration yet with Everhour, since I was considering switching time tracking solution from Harvest. No integration with Asana to create a project within a team upon signing, but this might be (too) nice to have :) No integration either with a tool like PieSync to import contacts in general.

Alternatives considered

[Xodo Sign](https://www.capterra.com/p/160894/eversign/)[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)

Reason for choosing Proposify

Seemed to me as the most straight forward solution with good integrations with tools that I was already using.

Review Source

Response from Proposify Inc.

November 25, 2019

Hi Matthew, thanks for leaving us a review. So great to hear how Proposify is helping you create dynamic sales docs! We also appreciate your integration feedbackwe'll share it with our team. Happy closing!

SP

Shaun P.  
Web Developer  
Information Technology and Services  
Used the software for: 6-12 months

### "Great for small businesses developing proposals for bigger projects."

August 20, 2020

5.0

Very positive experience with support, I've had little to query as its very easy to use and customise.

Pros

The library of content and examples is especially helpful. We've been able to develop proposals for our product offering and customise completely for every client.

Cons

I would love integration between my FreeAgent.com account when a proposal has been authorised to automate the invoicing process.

Alternatives considered

[Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/)

Reason for choosing Proposify

I spent time reviewing both and found Proposify very easy to use and customise for my needs.

Review Source

Response from Proposify Inc.

September 4, 2020

Hi Shaun, thanks for taking a moment to leave us a review. We'll be sure to share your integration suggestion with our team. Happy closing!

VR

Verified Reviewer  
eng  
Computer & Network Security  
Used the software for: 6-12 months

### "Proposify overall review "

April 19, 2025

5.0

cloud-based platform that helps businesses create professional, customizable proposals, contracts, and quotes

Pros

saves time with reusable templates, Transparent client interaction tracking, Strong branding customization

Cons

Steeper learning curve for advanced features, Pricing can be high for small teams

Switched from

[Qwilr](https://www.capterra.com/p/143254/Qwilr/)

Prices and support were different terms.

Review Source

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

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

AL

Adam L.  
Managing Director  
Design  
Used the software for: 6-12 months

### "The best way to present proposals to clients!"

December 3, 2016

5.0

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.

Pros

Integrations. Looks. Functionality. User Friendliness.

Cons

Pricing but it's not too bad.

Review Source

KF

Kelly F.  
Executive Administrator  
Management Consulting  
Used the software for: 1-2 years

### "Great software helping our close rates."

September 9, 2024

5.0

We love Proposify and recommend it to our clients.

Pros

The ability to send out proposals and also track client viewing time.

Cons

Editing is a little clunky, its getting better, but still not as seamless as MS word or other word editing software. Also, it would be great if there could be an administrator role that can "sign" for the proposals instead of waiting for the consultant that was listed as signatore.

Review Source

CD

Christina D.  
Administrator  
Marketing and Advertising  
Used the software for: 1-2 years

### "Research all options before choosing Proposify"

November 13, 2023

3.0

Overall, the program is just okay. I would do research before choosing this software. It is fairly easy to use but not quick or easy to make changes to templates, etc.

Pros

I like that it is easy to send and see when a client opens a proposal. It is easy to run metrics and update customer information.

Cons

There are so many glitches in the program. It is difficult to make edits to templates when text is going outside of the parameters set by the software. We have contacted customer service and they have been working on fixing it for 6+months.

Reason for choosing Proposify

It was already chosen when I started working here, likely the low cost.

Review Source

JV

Julie V.  
General Manager  
Facilities Services  
Used the software for: 1-2 years

### "proposify daily user"

September 6, 2024

4.0

good, fast. sometimes it locks up and i need to reboot, but not often

Pros

The ease of putting together a proposal. client management

Cons

tracking issues with a proposal being viewed or downloaded

Review Source

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!

JG

Jamie G.  
Senior Account Manager  
Business Supplies and Equipment  
Used the software for: 6-12 months

### "The right idea but the execution lacks"

October 27, 2024

3.0

Pros

The ability to send professional proposals is incredibly useful

Cons

Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease

Review Source

MD

Michael D.  
Principal Consultant  
Environmental Services  
Used the software for: 6-12 months

### "Great software but pricier than competition"

December 28, 2022

4.0

We like it but it is twice the price of a fairly competitive alternative. As we are adding additional staff that also write proposals we may move to another platform.

Pros

The proposals look fantastic and the client delivery and experience is flawless.

Cons

The editing is somewhat difficult and there is a bit of a learning curve. Also cutting and pasting does not function from the web browser editor.

Alternatives considered

[Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/)

Reason for choosing Proposify

More complex templates and design functions.

Switched from

[Quotient](https://www.capterra.com/p/131897/Quotient/)

Better aesthetic.

Review Source

VR

Verified Reviewer  
CEO  
Marketing and Advertising  
Used the software for: 1-2 years

### "Worst online proposal service "

July 29, 2020

1.0

Worst online proposal services

Pros

After using the service for that long, im still trying to figure it out what are the pros...

Cons

Everything. It deleted your work automatically. It doesn’t save your work properly. Support is useless. It log you off every 5 minutes for no reasons in the middle of your proposal.

Reason for choosing Proposify

Seemed convenient at that time but their services and customer service decline overtime

Review Source

Response from Proposify Inc.

August 6, 2020

Hi there, we're sorry to hear about your experience! We appreciate you leaving us your feedback, and our team would be interested in learning how our software could have been a better fit for you if you're open to sharing further - support@proposify.com. In any case, we do hope you find a proposal solution that works for you. All the best!

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