# Page 10 | Proposify Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 10 - 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

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Proposify

4.4 (298)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 10 - Reviews of Proposify

## Showing most helpful reviews

Showing 226-250 of 298 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

jM

jose M.  
superintendent  
Consumer Electronics  
Used the software for: I used a free trial

### "My New Industry Standard"

April 15, 2019

5.0

I have more presentable bids.

Pros

Its very impressive to clients. I cant write up professional looking proposals in minutes

Cons

it would be nice to be able to interact with potential clients when they have specific questions. But not yet available.

Review Source

Response from Proposify Inc.

April 18, 2019

Hi Jose, Thanks for taking the time to write us a review. It's so great to hear that Proposify is helping you send professional and impressive proposals to your clients! We do have a feature that allows you to chat with your clients in-app by integrating with a few third party chat apps. We have some more information in this article on our Knowledge Base here - https://bit.ly/2IqLfoB. Be sure to reach out to our Support team (support@proposify.com) if you have any questions! Happy closing!

PK

Patti K.  
President  
  
Used the software for: I used a free trial

### "User friendly with bells and whistles you'd expect"

September 14, 2017

4.0

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.

Review Source

Kevin M.  
Agency Owner | Digital Marketing Specialist | Copywriter & Content Creator  
Marketing and Advertising  
Used the software for: I used a free trial

### "The answer to writing proposals "

November 3, 2018

5.0

Pros

The completeness to each proposal template. Great layouts, clever copy and they get results.

Cons

The customization features are kit easily user friendly out of the box. There’s a learning curve

Review Source

VR

Verified Reviewer  
Ecommerce Strategist  
Marketing and Advertising  
Used the software for: Less than 6 months

### "An Easy to Use Way to Get Proposals Out the Door"

January 24, 2019

4.0

Pros

Easy to use and visually coherent. This organizes my proposals in a clear and concise manner to get my proposals in the hands of my prospects.

Cons

The customization features needs some work.

Review Source

ML

Mark L.  
Partner  
  
Used the software for: Less than 6 months

### "Life Changing, I know it sounds dramatic. I used to take hours on proposals, now it's only minutes. "

June 24, 2017

5.0

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.

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.

Review Source

RL

Richard L.  
Ceo  
Apparel & Fashion  
Used the software for: 1-2 years

### "Great for the busy executive"

November 27, 2018

5.0

We have made lots of sales based on this. Well worth the money.

Pros

Easy to use. Can make attractive templates. Automates the proposal process. Can track opens. See how much time was spent on reading each page.

Cons

Nothing. It’s perfect the way it is. Makes great products.

Review Source

VR

Verified Reviewer  
Director Of Digital Media  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Proposify Review"

August 28, 2018

5.0

Pros

Proposify has streamlined our process for creating proposals for potential cleitns.

Cons

The design aspect of Proposify isn't as clean or user friendly as the other features.

Review Source

MC

Mike C.  
CEO  
Marketing and Advertising  
Used the software for: 6-12 months

### "This is one of those rare time-saving tools that actually saves you time"

January 19, 2017

5.0

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.

Pros

It is extremely easy to make an update to your template/process and apply it globally.

Review Source

Alex R.  
Vice President  
Computer & Network Security  
Used the software for:

### "null"

October 25, 2017

4.0

Review Source

SF

Sara F.  
  
  
Used the software for:

### "Proposify is worth its weight in gold!"

December 31, 2016

5.0

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.

Review Source

NM

Natasha M.  
Business Owner  
Marketing and Advertising  
Used the software for: Less than 6 months

### "PERFECT CHOICE FOR PROPOSAL WRITING"

March 28, 2019

4.0

Overall, a great product that helps take the professional appearance of your business to the next level.

Pros

easy to use for putting proposals together, user friendly platform, great way to present your business proposal in a professional manner to prospective clients

Cons

The user interface has some glitches that I experienced, especially related to the cost section.

Review Source

Response from Proposify Inc.

April 3, 2019

Hi Natasha, thanks for taking a moment to let us know your feedback. We're glad to hear that Proposify has helped you create professional looking proposals. Best of luck with your upcoming deals, and happy closing!

ST

Samuel T.  
Sales manager  
Logistics and Supply Chain  
Used the software for: Less than 6 months

### "Business proposal software"

September 23, 2022

4.0

Time to write proposals less

Pros

Quick response time, wonderful proposal templates.

Cons

Updating templates should be done often.

Review Source

CS

Chris S.  
President  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Excellent Proposal Software"

January 4, 2017

4.0

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.

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).

Review Source

JM

Justin M.  
Creative Director  
  
Used the software for: 6-12 months

### "The only proposals I've ever sent that clients actually compliment me on!"

May 25, 2017

5.0

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!

Review Source

GS

Gernot S.  
  
  
Used the software for: 6-12 months

### "Problematic autosave/undo"

July 27, 2016

3.0

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.

Review Source

LG

Leslie G.  
  
  
Used the software for:

### "definitely increased our close rate!"

November 10, 2016

5.0

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.

Cons

There are some non-intuitive UX/UI elements, and no live tech support.

Review Source

BH

Bhavik H.  
Managing Director  
  
Used the software for: 6-12 months

### "Increased winnings = Proposify"

June 4, 2017

5.0

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.

Review Source

IM

Ingrid M.  
CEO  
Facilities Services  
Used the software for: Less than 6 months

### "I love Proposify is awesome . It makes my proposal looks very professional an my clients love it too"

June 17, 2017

5.0

The professional look .My clients were totally impressed with the presentation and how I was able to add videos.

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.

Review Source

VR

Verified Reviewer  
President  
  
Used the software for: Less than 6 months

### "My new go-to tool for Proposals"

May 10, 2018

5.0

Customer service is awesome - responses are not instantaneous but they are within a reasonable time period and the service is kind, friendly and very helpful!

Pros

This software has amp'd up my proposals to a new degree. My clients aren't bored with the info we present because its in a new, easy to follow, engaging to look at format.

Cons

Viewing pages individually and having the ability to scroll left and right when a page is in zoom mode is limited.

Review Source

Megan C.  
Account Manager  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Proposify"

November 21, 2018

4.0

Pros

Easy to use - customizable templates - good functionality

Cons

It has limited storage for past proposals.

Review Source

KO

Kinga O.  
Contributing Writer  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Wonderful proposals in a heartbeat"

February 17, 2019

5.0

Pros

I've been playing around this kind of tools for a while and I find Proposify the most original and intuitive. We can see the difference when it comes to an impression as well - clients are amazed by beautiful proposals and are more likely to seal the deal quicker. Also, great pricing!

Cons

I can't say there is anything I don't like in particular. To make a great proposal you need a lot of materials ready, but well - it is your business :)

Review Source

VR

Verified Reviewer  
Social Media Consultant & Advisor  
Design  
Used the software for: Less than 6 months

### "One proposal app for all."

April 21, 2019

5.0

Pros

Cloud-based makes all the difference. Many templates for great customization.

Cons

Has a lot of designs, novice users could get a bit overwhelmed.

Review Source

Response from Proposify Inc.

April 22, 2019

Hi there, thanks for your positive feedback. We appreciate you taking the time to leave us a review - your comments help us make Proposify even better! We're glad to hear that our software has been an all-in-one solution for your proposal process, and we wish you the best of luck with your upcoming proposals!

NW

Nicole W.  
Marketing director  
Marketing and Advertising  
Used the software for: 6-12 months

### "Great product "

October 8, 2016

5.0

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!

Pros

Easy to use and great tracking

Cons

Would be good to use off line too

Review Source

PB

Philippa B.  
  
  
Used the software for:

### "Simple and streamlined"

October 21, 2016

5.0

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.

Review Source

TL

Tristan L.  
Sales  
Computer Software  
Used the software for: I used a free trial

### "Great software"

February 29, 2020

5.0

Great just not the right product fit for our business.

Pros

Great software proposal tool. Easy to use, lots of preloaded content. Professional and great support.

Cons

We opted to keep our proposals simple and didn't use it long term as it was not a requirement but it would be our go to option and we refer our own customers there.

Review Source

Response from Proposify Inc.

March 6, 2020

Hi Tristan, thanks for leaving us a review! We appreciate your feedback and (especially) your referrals. Happy closing!

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