--- title: "Proposify Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Proposify the right Contract Management 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" --- 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 August 26th, 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 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 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 AS Alex S Business Development Manager and Senior Marketing StrategistMarketing and Advertising, 11 - 50 employeesUsed the software for: More than 2 years. “I enjoy the ability to create templates and streamline my proposals.“ September 16, 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 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 ## 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 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 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 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 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 Alejandra P. Director, Brand Communications & Development Marketing Construction Used the software for: 1-2 years ### "Proposify has great metrics" May 22, 2023 5.0 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. It is used by other department heads, so there is no problem with misinterpretations. Everything the client needs to know about how we work for them is clearly stated and beautiful. Pros Because it sends drafts and can have automatic reminder emails, there is reciprocal communication between both sides of the draft that you can have: clients have the ability to write reciprocal notes. It just makes everything very seamless and integrates with most of your customer relationship management programs. There are wonderful, stealthy measurement methods that we love. On your smartphone, you'll get alerts through the app when someone opens your proposal and has signed. You may also log into the app and see how often people are looking at your presentation. Therefore, the most appreciated feature is the enormous amount of time saved. If someone has used word processing programs like Word or Excel, they probably have a poorly developed mind. Proposify's purpose is excellent because there are visually appealing templates ready to use, it helps you save time and is visually pleasing. We received numerous comments from our clients when we sent them alternative proposals that we thought would look amazing. Cons The initial onboarding is wonderful, however, a little more love should be shown there. After payment has been made with Stripe, could clients receive a receipt? This could be helpful, since by this time we have to do it by hand in QuickBooks. Review Source Carlos L. Software Engineer Information Technology and Services Used the software for: 2+ years ### "Allows interactions with clients with better results " July 20, 2023 5.0 Thanks to the segmentation and monitoring of interactions, it allows us to offer our clients a more personalized service adapted to their needs. Constantly increasing sales and satisfaction of both clients and professionals Pros I like it because it has an approach focused on efficiency and business customization, this platform offers intuitive and powerful solutions to help maximize results and maintain a solid relationship with your clients. 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. This will help you keep a complete record of communications and provide a more personalized service. Bearing in mind that with more efficient and personalized customer management, you will be able to increase customer retention and generate new sales opportunities. Cons The use of a new tool may require a period of adaptation and learning to get the most out of it, but I consider that this solution is aimed at almost any organization with efficient results Review Source Aislinn K. Marketing Assistant Management Consulting Used the software for: 1-2 years ### "Entreflow Consulting Group's use of Proposify" April 19, 2019 5.0 For any of you who have suffered through the time suck fun of writing proposals on a regular basis, Proposify is going to be an awesome app for you or your clients. Pros our favourite feature; huge time savings. If anybody's ever done proposals on Word or Excel; it’s head wreck. Proposify is great because there's beautiful templates there ready to go, it saves you a ton of time and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing. The other top features are that there's a super easy editor to use, great content library, there’s the signature function in there to get your signature to get to a proposal signed off on. There's great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal, and when they've signed off on it. But, also, you can go into the app and see how much time people are actually spending looking at your proposal, which I think is kind of sneaky but it surprises me how little time people actually spend reading your proposal. Spoiler alert: people don't read their contracts. Cons the startup integration is cool but we'd like to see a little bit more love in that space. So once the Stripe payment is taken could the clients get a receipt? That might be helpful, we have to go and actually manually create that in Quickbooks, so it's a little bit of love required on that, I think it was more of an after fact for them and they've just left it to Stripe to kind of manage it. Review Source Response from Proposify Inc. April 22, 2019 Hi Aislinn, Thanks for taking the time to leave us a review. We do have an article in our Knowledge Base that walks you through how to send your client a receipt from a Stripe transaction via the payment dashboard, if you'd like to reduce the time spent manually entering the information into Quickbooks - http://support.proposify.com/api-and-integrations/invoicing-and-billing/stripe. That being said, we appreciate your feedback - our Development team is always working on improving the user experience, and your comments are helpful for future updates! Best of luck with your upcoming proposals, and happy closing! Damien B. Creative Director Broadcast Media Used the software for: 6-12 months ### "Best platform for quick proposals" September 28, 2024 4.0 It's a solid proposal management platform and is good for quick proposals and contracts. Pros It allows you to create proposals very fast. Cons It feels a bit controlled and you still lose a bit of flexibility. Review Source VR Verified Reviewer Marketing Director Marketing and Advertising Used the software for: 2+ years ### "Creating professional proposals is a quick process!" May 1, 2019 5.0 Proposify helps me create attractive and effective proposals help me close more deals and grow my business. Pros I like that the proposals created with this software truly just look good. The proposals are very attractive overall and knowing this builds even more confidence when crafting the proposals. The entire platform is very intuitive and you can quickly get started with the built-in design templates. I love the Stripe integration as well because sometimes I do not want to have to send clients a separate invoice after sending them the proposal. So this integration feature saves me a lot of time. Cons I would like to see additional templates added over time. Review Source Response from Proposify Inc. May 3, 2019 Hi there, thanks for taking the time to write a review. We appreciate your feedback - it helps us make Proposify an even more powerful tool. Our design team is always working to add more professional and beautiful proposals to our template gallery, so stay tuned! Great to hear that Proposify is helping you close more deals and grow your business - keep it up, and best of luck with your upcoming proposals! 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 EBIN E. Founder & CEO Human Resources Used the software for: 6-12 months ### "One of the best tool to make your proposals more easily and effectively" April 6, 2019 4.0 We can now track our proposals in time and followup with them such that the chance of getting them cold is very low. Proposify helps us to maintain a strong communication with the client and thereby generating more sales. Pros The best part about Proposify is that there is no need to search for templates on the internet that match your proposals, it has al the needy templates on the system. While selecting the proposal type the template design gets added automatically thus saving much time. We are also interested to see that a lot of third party integrations can be done on this tool like adding in Zoho platform etc. The major use case that we can see is the ease of creating a proposal and have the follow up done. Really a great tool to work with. Cons The major issue is that the pricing and the feature set is limited, saying we cant add more images to the layout like we had done on MS word. Please cleat this issues asap. Review Source Response from Proposify Inc. April 11, 2019 Hi Ebin, Thanks for leaving us a review. It's great to hear that you're making use of the template gallery and the available integrations! You should be able to add as many images as you want to your proposals (keeping in mind file size restrictions). If you have issues adding images to your proposals or want to clarify the maximum file sizes, be sure to reach out to our Support team in-app or via email (support@proposify.com). They'll be happy to assist you and make sure your proposals are looking exactly how you want them to! Happy closing! Krisjan H. Co-Founder, Idea Generator, Project Manager Architecture & Planning Used the software for: 6-12 months ### "Proposify Is The Best" September 27, 2016 5.0 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. 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 Nate S. Director of Staff & Co-Founder Information Technology and Services Used the software for: 6-12 months ### "The Best Proposal & Contract Platform That We've Used" October 7, 2016 4.0 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 Review Source MT Muturi T. Accountant Business Supplies and Equipment Used the software for: 1-2 years ### "My Experience Using Proposify" April 29, 2024 5.0 Pros I like the electronic document signing solution The software makes document management easy The tool is a great CPQ Cons Not single problem with Proposify. It is quite effective. 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 KC Katie C. Business development manager Marketing and Advertising Used the software for: 1-2 years ### "Proposify review" September 11, 2024 5.0 It has been a great experience! Love the platform Pros Easy to use and integrates well with CRM Cons I like the platform alot nothing I dont really like. Review Source Michael A. D. VP/ Owner Construction Used the software for: 6-12 months ### "Clean,Simple, Effective. " August 27, 2019 5.0 Its been great, Always get an answer. Pros The layout and presentation. I believe this changed the way we do business after 45 years. We have been developing our own until I found Proposify. Its everything I need to draw up a quote from $500.00 - $1,000,000.00 Its that simple. Totally changed the way we communicate with our clients and our competiton has nothing on us. Our quotes are giving us the edge on them. Layout, design, color, ease of use. Love it!!!! Cons The only thing I wish it had was easier functions to add line items and costs. I need more. Review Source Response from Proposify Inc. September 18, 2019 Hi Michael, thanks for your review. We LOVE to hear that your proposals are giving you a leg up over your competition! That's such fantastic feedback and we definitely appreciate your comments. Happy closing! VR Verified Reviewer Managing Director Telecommunications Used the software for: 6-12 months ### "Easy to use, beautiful software and amazing customer support" March 25, 2020 5.0 Absolutely fantastic. A good example of how a good SaaS company should operate. Pros The software is very easy to use and produces lovely looking proposals (I've had compliments from customers who've asked what proposal software we use) but the thing I like most is the customer support. It's great to see a SaaS product backed up by brilliant and quick customer support....this is so rare these days! Cons The formatting can be a bit tricky to begin if you have highly customised templates but the support team sorted everything out really quickly. Review Source Response from Proposify Inc. March 27, 2020 Hi there! Thanks so much for taking the time to leave us a review. We're glad to read your feedback, and we're happy to hear how Proposify is helping you create impressive-looking proposals! Happy closing! VR Verified Reviewer Regional Pricing Manager Chemicals Used the software for: 2+ years ### "I used Proposify for all company proposals for years " July 28, 2018 5.0 Hundreds of beautiful proposals and many customer compliments. Pros I like the ability to easily customize proposals. You can change every aspect of your proposal depending on the customer, job, etc. Cons It can be a little bit glitchy sometimes. I have had to go out and then back in to make sure none of my proposal elements have shifted before sending out the proposal to a client. Review Source VB Virginia B. Communications Manager Information Technology and Services Used the software for: 2+ years ### "Sleek and snappy proposals have never been easier" June 12, 2018 5.0 Pros Want to create quick, professional-looking proposals? Look no more! Our company has been extremely satisfied with Proposify. It has condensed what used to be long hours of tedious work, into few. The Tall plan is great for small companies; under this plan you can have up to 5 active proposals and can easily export PDF versions of proposals at any time. The ability to see when the client has opened the proposal has kept us from having to send those nagging reminder emails (we all cringe at). You can also see how much time the client has spent looking at each section of the proposal, which often helps us gage their interests even before they provide feedback. But the best feature of this application, by far, is that you can easily duplicate old proposals so you do not have to start from scratch every time. If you are looking for a tool to help you shovel your proposals out the door more quickly, Proposify won’t let you down. Cons When two or more people are trying to make edits to the same proposal simultaneously, edits and updates do not always save correctly. Review Source VR Verified Reviewer Chief Operations Officer Information Technology and Services Used the software for: 1-2 years ### "Once you learn it" February 20, 2019 3.0 Pros I like the drag and drop feature. It is easy to add each individual item (with price) when preparing a quote or a client. Cons You cannot set up certain field throughout a document so it automatically populates when you make a change such as a client name or date. When you win a deal, this program does not integrate with Quickbooks so we have to manually set up the client in QB and create a new invoice. Review Source Response from Proposify Inc. March 29, 2019 Thanks for taking the time to review us! We actually offer integration with Quickbooks on our Grande and Venti plans, and with the use of variables you are able to set up specific fields in your proposal that can auto-populate with custom info like names and dates. We recommend reaching out to Customer Support (support@proposify.com) if you have any further questions - they are happy to help you utilize every time-saving tool Proposify offers! 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 ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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