# Page 3 | Proposify Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Proposify ## Showing most helpful reviews Showing 51-75 of 299 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Analyst Real Estate Used the software for: 2+ years ### "Save time & win clients" May 18, 2019 5.0 Could not be happier with our choice on using this software. Pros This software is great for creating gorgeous looking proposals that won us more clients and has significantly reduced the amount of time it takes to create proposals. Cons There are occasional bugs in the software that can be frustrating but the support staff make everything worthwhile. Review Source Response from Proposify Inc. May 24, 2019 Hi there, Thanks for your review! So glad to hear that you're able to deliver high-quality proposals to your clients in less time using Proposify, and we're thrilled that you're also winning more deals! We appreciate your honest feedback, and we're excited to help you close more deals in the future. Best of luck with your upcoming proposals! JR Jessica R. Director of Operations Accounting Used the software for: 2+ years ### "Easy to use, after a bit of practice" March 4, 2024 4.0 We are happy with it and will continue using it! Pros Keeps track of all our outstanding proposals, and seeing who has viewed the proposal and when. Notification of when a proposal is won or lost Cons Takes a bit of practice to work out the best way to use the app for your needs. I wish it integrated with Quickbooks Enterprise 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 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 - 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 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 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 . It is quite effective. Review Source VR Verified Reviewer Co-Founder & Director of Client Experience Marketing and Advertising Used the software for: 1-2 years ### "Great looking proposals & sales tracking, but some glitches. " December 19, 2019 4.0 I've used this both in an agency setting and as an individual consultant to craft and send proposals. I truly do believe that a great proposal (both visually and written) helps to win business. Proposals can be one of the most critical sales documents in your process. Pros The software helps you to create great-looking proposals and keep things in your sales funnel organized. It is also nice that you can track when someone has opened your email/proposal and how long they have viewed different sections, which greatly helps during sales follow-ups. Cons Glitches. I've used this software for a couple years and I do find that it does glitch out quite frequently. The text formatting changes when you writing text and then it goes to the next page. The worst experience was when I lost hours worth of work for a big proposal (and it didn't autosave), making for a sleepless night. Review Source Response from Proposify Inc. January 8, 2020 Hi there, thanks for taking a moment to leave us a review. We appreciate your feedback! It helps us improve Proposify and create an even more powerful tool for you and your business. Happy closing! Dwight Z. Founder Internet Used the software for: 2+ years ### "Great Starter Proposal Software" November 26, 2018 4.0 We still use it today - we communicated heavily with the team on bugs. We have too much time invested with 10+ tempaltes and arfchive of proposals to make the move now. Pros Origionally it was the ease of use and premade tempaltes to use, digital sending and signatures. I am also fond of the reminders that can be sent to helkp push the cleitn along. Cons Complications happened when a forced push to new version in June of 2018 - the new version was littered with many bugs and many times work was lost. Review Source Bevan M. Used the software for: 1-2 years ### "Impressive Proposals in Minutes" September 30, 2016 5.0 has totally streamlined the way I write proposals. What used to take me an hour or so with my Word template, now happens in about 15 minutes - and it looks more professional. I also love that I can send clients a link to view online, which means I know if they've opened the proposal or not, so on following up I can be more prepared. In the past if I need to get a proposal to a client really urgently, I might end up doing a one page quote with a few details and pricing, but with Proposify, I can whip up an impressive multiple page proposal in 15 minutes - and it's definitely getting me more sales. Pros The reusable sections are fantastic, you can create great looking pages and sections and store them in a library ready to drop in as required. And it's easy to update those as details or pricing change. Online link for clients to view the proposal tracks their viewing so you know which pages they viewed and for how long on each page. Cons On occasion the editor can be a bit glitchy, but that might be my computer/browser at fault. 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! 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 . 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! 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 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 Ahmed S. Social media marketing and design expert Media Production Used the software for: 6-12 months ### "Create the best proposals with Proposify" February 5, 2021 4.0 My overall experience has remained quite pleasant till now the software has helped me become better at creating proposals for clients Pros What I really like about is the fact that they have a large variety of proposal templates and you can choose the best one according to your needs. Cons I don’t like how they don’t offer you a free trial like most other similar softwares do and it would be great if users had a chance to test the software before paying for it Review Source Response from Proposify Inc. February 11, 2021 Hi Ahmed, thanks for taking the time to leave this review. While we don't offer a freemium pricing tier, we do offer a 14-day free trial to give you a chance to try out our software before you decide whether it's the right tool for you. We appreciate your feedback and wish you the best of luck on any upcoming proposals! 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! ZK Zachary K. Proposal Writer Marketing and Advertising Used the software for: 1-2 years ### "Quality Product Run By Quality People" December 12, 2016 5.0 Our company went from delivering Word documents that lacked credibility or InDesign files that weren't universally available to our clients to being able to shoot professional proposals via an active website link. As a digital marketing agency, this was exciting for clients looking for a progressive team to bring fresh ideas. In addition to its easy-to-use client interface, I have had zero issues training team members to use the software. The number of "wow, that's cool" and "it's really that easy?" comments are a testament to the thoughtfulness that put into creating this platform. And, maybe the most important aspect for me when it comes to anything I use, their customer service is second-to-none. Their quick responses and personal replies make asking for assistance a non-issue... which is saying something coming from a stubborn man such as myself. Pros Easy to use, great looking and amazing customer service Cons The text formatting can become an issue from time to time. For example, an entire sentence might turn bold when I try and only bold a few highlighted words. These things are all easily fixed but can become a slight frustration when working against a timeline. That being said, a team member has been great help every time I reach out regarding any issue. Review Source 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 VR Verified Reviewer Marketing & Business Intelligence Assistant Architecture & Planning Used the software for: 2+ years ### "Proposify for small business" September 17, 2018 5.0 Pros We use to create proposals for clients. The program allows us to insert pictures, as many pages as we want, and create a professional-looking proposal for our clients to review and sign. Cons For our purposes, there isn't anything we dislike about . It is a great option if you need to create proposals or detailed sales material. 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 . 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 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. 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! 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! MB Martin B. Customer Success Manager Marketing and Advertising Used the software for: 2+ years ### "Proposify is essential!" February 20, 2020 5.0 We use for all of our Quotes - we track won/lost and the electronic signature capability. Pros The Proposal Editor has all of the necessary components. We have developed a complete set of Proposal Templates which makes creation of a Professional document in minutes. Cons Content pieces in the library are sometimes difficult to use. Editing the content pieces is sometimes cumbersome. Review Source Response from Proposify Inc. March 6, 2020 Hi Martin, thanks for taking a moment to write a review of our software! Amazing to hear how Proposify is helping you effortlessly create professional-looking proposals in minimal time. We also appreciate your feedback; it helps us make Proposify an even more powerful tool. Happy closing! 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 VD Vitaliy D. Head of Sales Information Technology and Services Used the software for: 6-12 months ### "Quite disappointed with the service" November 8, 2019 2.0 It was meant to solve the problems we currently have like re-checking, updating the contracts for each client. But it seems nothing changed for better if not for worse. Even if you re-check, there is no 100% guarantee you've sent the proposal you initially wanted to send. Pros I can talk only about the theoretical pros which they stated on their website, pricing plans etc., because, they are not tangible. Theoretically, you will be able to make one template with variables and you can forget about making a new proposal, contract from scratch and it should save you a lot of time. You just need to select a customer and the variables will do everything for you. Cons Each time when I create a template there almost 100% guarantee that the contract generated based on that template will be different. Text cropping in the generated proposal is a common thing and you need to re-check it every time you want to send it to the client. My frustration is based not on the fact that there is a bug, but on their support level. I've reported this issue several times and still, they are not doing anything about it. Review Source Response from Proposify Inc. November 25, 2019 Hi Vitaliy, we're sorry to hear about your experience. We'd love to chat further with you and hear your feedback in more detail. Could you please reach out to support@proposify.com? We definitely want to turn this around for you! VR Verified Reviewer CEO Facilities Services Used the software for: Less than 6 months ### "Unreliable software, bad customer service" February 27, 2020 2.0 The editor for the proposals is ok, other than that the tool is garbage. We have constat problems and complains that customers can't open proposals (we can reproduce the errors) and we're losing business. This is not a temporary issue unfortunately, so I'd adive anyone to avoid this software because it instead of helping it gets in the way of closing new business. Pros The editor is good, lots of customization possible Cons Reliability & customer service are subpar at best. Alternatives considered [Quotient](https://www.capterra.com/p/131897/Quotient/) Review Source Response from Proposify Inc. March 6, 2020 Hi there! We're sorry to hear you're having trouble and that you're not getting value out of our software. Our team is definitely here to support you 100% and would love to chat further about your experience and see how we can improve, if you'd like to connect with us (support@proposify.com). Looking forward to hearing from you! 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! Dan H. Managing Director Marketing and Advertising Used the software for: 1-2 years ### "A good product that is still be upgraded" November 27, 2018 4.0 This happens to be my go to software for proposals. I have tried a number of other platforms but keep coming back to this one. They are doing a GREAT job of adding features right now, so I would definitely give this a shot. I have found it to be worth going through the learning curve! Pros This software cranks out nice proposals. I used them about a year ago and it was cranky. They have made major improvements over the last year. They now have lots of templates that are usable with a variety of industries and purposes. The followup systems are much better and the editing functions are now a breeze. Cons Like any other software, it takes time to get to know it enough to be efficient. I am a learn-by-doing guy but this was not an easy ramp up. There are packets of services and products that you should propagate before you begin your process. Be sure to take the time to go through all the training or you will waste a lot of time. The wysiwyg function is a little bit kluge-prone, so check your proposals with a test email before you release anything to prospects 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.