# Page 2 | Proposify Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Proposify the right Proposal Management solution for you? Explore 299 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 (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 May 6th, 2026 # Page 2 - Reviews of Proposify ## Showing most helpful reviews Showing 26-50 of 299 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 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 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 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 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 DG Daniel G. Account Executive Retail Used the software for: 6-12 months ### "Great Tracking of Proposals" September 6, 2024 4.0 It's good. Easy to bring up won proposals, duplicate, modify and copy the link Pros Keeps track of all proposals and their status, all companies and contacts. Easy to duplicate an existing proposal and modify, copy link and put into an email Cons It takes too long to load, look up, go back etc. Too slow Review Source 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 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 RG Ryan G. Owner Marketing and Advertising Used the software for: 6-12 months ### "Horrible service after the sale and they hid things in their click-through TOS" August 19, 2024 1.0 It started out well until they charged me after I had already canceled. They make it impossible to cancel online through your dashboard. You can only cancel through them and they are SLOW to respond or cancel the account. Beware that they will do everything they can to keep your money even if you did cancel. Pros I liked that the program was easy to use. Cons They have the worst customer support or any company I have ever dealt with. They also hid things in their TOS that I strongly suggest you read. 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. 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 VR Verified Reviewer Area Director Marketing and Advertising Used the software for: 1-2 years ### "A mediocre, limited proposal management software" October 3, 2022 3.0 Pros I like the ability that you had to be able to use custom background pages when creating templates in allowed for easy branding. Cons The limitations on customization of templates, organization of constant pages, and the lack of freedom for multiple users to access the platform simultaneously are a few of the drawbacks. 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! 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 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 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! MS Matt S. Owner Music Used the software for: Less than 6 months ### "Great in concept, but buggy" April 11, 2017 2.0 We switched to Proposify from Bidsketch to solve a bunch of problems. Proposify is great on the surface and as an idea, but there are many things we don't like. Nonetheless, we're stuck with it for now. Pros: Proposify streamlines our proposal writing process, clean UI, pricing tables that do math. Staff is helpful and responsive. I love that we can spin up proposals very quickly with templates. It would be basically perfect if it weren't for the cons. Cons: This software is still full of bugs. There have been several instances where data has been lost, or unexpected behavior happens. It's extremely frustrating and time consuming when these bugs happen. I've probably submitted 20 bugs over the past month. Examples include formatting buttons that don't work, pages breaking and crashing etc. There are many features that leave us scratching our heads and asking either "why isn't this a feature" or "why IS this a feature? Examples: -You can add sales tax to pricing tables, but sales tax doesn't reflect in the totals. -Pricing tables are very difficult to customize -Pricing tables that are longer than one page cannot flow into a second page. If you do want them to flow into a second page, you have to create a special type of page from the start that can ONLY have the pricing table on it. -When you go through revision history, you see data from OTHER proposals that share the same type of section. -You can't format text in snippets. To see what it looks like you have to drag the snippet into one of your sections or templates. -The navigation is super clunky and not natural. I find myself clicking around a lot looking for things. ... and many more Bottom line: I want to have faith in this but I'm close to start looking at other options. We've had more than one catastrophic failure that has cost us tremendously and I'm at the point where I don't feel that I can rely on Proposify as a tool because I never can be 100% certain that it's going to work properly. Proposify should really take some time and listen to their users, and try writing some proposals themselves and experience the process. If they were willing I'd personally love to hop on the phone and talk through some suggestions for improvement, and I'm sure other users would feel the same way. I feel kind of bad for how much I've had to bother their support staff with bugs and issues. If Proposify improves, I'll come back and update my rating. Review Source Response from Proposify Inc. April 13, 2017 Hi Matt, We really appreciate you taking the time to provide feedback. We take it to heart, and it helps us improve Proposify. Our support team would love to jump on a call in the near future to chat more about it, and will be in touch to set up a time if you are interested. Thanks again! Sheldon Z. Chief Executive Officer Biotechnology Used the software for: 2+ years ### "Littered with bugs that waste your time and make you look unprofessional " November 17, 2018 3.0 Used it for three years. Woulda switched a long time ago to anything else unfortunately not many options existed. Today I am finally making the change. No software makes me as frustrated to use as proposify over the years. Sorry, it’s the truth. Pros Best option of a lot of bad options. Very versatile. Lots of features. Cons Lots of features but they don’t work well. Slow. Very glitchy. Buggy. Things randomly change and glitch all the time so if you make one change you can bet your entire document is now different and you have to recheck everything. Review Source Response from Proposify Inc. November 20, 2018 Hi Sheldon, Thank you for taking the time to review. We always love to hear feedback from our clients, good or bad. It helps us improve Proposify and allows us insight into your needs as a user. We're really sorry that you've been experiencing such difficulty, and we'd love a chance to help you get back to saving time and closing deals. If you'd like to give it another go, please contact support@proposify.com. We'll do our very best to help you get back on track. Cheers. Scott R. President/Founder Public Relations and Communications Used the software for: 1-2 years ### "Fleixible and Professional Proposal Software" July 28, 2021 4.0 Proposify helps me develop professional looking proposals that are easy to share with prospects and easy to edit. Pros I like the various options that are included on the platform that make it easy to customize a proposal. The templates included are also quite helpful. Also the metrics options to see engagement rates for proposals is a great way to get insight into the possible interest of prospects. Cons For the text boxes, a spellcheck featured is badly needed. Review Source Response from Proposify Inc. August 11, 2021 Hi Scott, thanks for leaving this review! We're happy to hear you love our software and proposal tracking, but you're right we don't have spell-check in our editor, but if you use a Grammarly integration, you can use it with the Editor in Proposify! We hope this helps - Happy closing and thanks again for all your feedback. VR Verified Reviewer Enterprise Implementation Manager Computer Software Used the software for: 2+ years ### "Lovely proposal tool, but could be better" April 9, 2019 4.0 Overall I like the tool, but it's a shame that there are a few obvious bugs that can cause frustration. Being able to approve proposals before they are sent is an essential feature and this handles it with some ease. Pros I love the ability to create proposal templates so that sales teams can create sales quotes quickly and easily. The ability to provide a review step is also key to quality control, and we use this all the time. Being able to see when a client has opened and viewed the proposal is also fantastic. Cons It can be a little buggy at times - we have multiple teams set up in the tool, but some staff work across the teams. This causes issues with Proposify, especially when reviewing proposals as clicking on the links in emails will ask you to sign in, but won't actually take you to the proposal. Even if you are logged in, it won't do this. I contacted support and they said it was down to the team settings and to create multiple user accounts for people who needed to be cross-team - this was silly as the pipeline feature would then break. The editor in the tool can also be a pain to work with - it's very clunky in parts and adding simple tables can be an infuriating experience. Review Source Response from Proposify Inc. April 11, 2019 Hi there, thanks for taking the time to leave us a review. We're happy to hear that Proposify is helping your sales team is streamline their proposal process, and that the client insights is a valuable tool for your team! We appreciate your feedback - our Development team is always working to improve the user experience and we welcome your comments. It helps us make Proposify even better! Thanks for choosing Proposify, and happy closing! Jeffrey H. Senior Strategist Civic & Social Organization Used the software for: 1-2 years ### "Improved my proposal process immensely" February 24, 2019 4.0 Proposify is improving my close rate of clients and speeding that process up. It is a more professional way of delivering work proposals than email attachments. It also give me more control of the sales process. Pros Proposify reduces the time of proposal delivery to clients and generates a higher rate of acceptance. My clients no longer have to print, sign, and then scan the proposal back to me. They can review and sign it electronically, and I can track when they both receive and review it. The proposals also have a very professional look to them, again giving credibility to my business. Cons I have found that the PDF downloads don't always match the screen view appearance of a document, and this has created some problems to clients who like to print out a copy of the proposal for review. The interface also is a little quirky at times, especially on my complex layouts (charts and graphs). I recommend using their templates or developing your own. Review Source Response from Proposify Inc. March 29, 2019 Thanks for leaving us a review - we¿re so glad to hear that Proposify has had such a positive effect on your proposal process. We understand it can be frustrating when some items shift due to file compression when downloaded as a PDF. We recommend reaching out to Customer Support (support@proposify.com) as there are usually workarounds for this and they are super helpful at ensuring your proposals look exactly how you want them to. Happy closing! 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! 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 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 ## 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. Talk to a Capterra advisor for free and get results within 15 minutes.