# Page 7 | Proposify Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - 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 June 3rd, 2026 # Page 7 - Reviews of Proposify ## Showing most helpful reviews Showing 151-175 of 299 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Danielle M. Director Of Operations Information Technology and Services Used the software for: 6-12 months ### "Send beautiful proposals" July 16, 2019 4.0 Pros I love how beautiful these proposals are! They are mostly easy to setup too. I loooove the big dynamic photos and ability to use their templates to create striking proposals. Cons The newest version is better and easier to use. In the past I found it a little clunky to match up the branding I wanted. As a web designer/developer this helps me present better than a word doc. Review Source Response from Proposify Inc. July 31, 2019 Hi Danielle, thanks for writing a review! We're so glad you've stuck with us - we're always working on improving the user experience, and it's nice to hear our updates have been valuable to you (especially as a designer!). Your feedback is helpful, and we appreciate your comments - happy closing! CL Colleen L. VP Computer Software Used the software for: Less than 6 months ### "So far, Proposify has exceeded our expectations!" July 27, 2017 5.0 Improved efficiency for us and our clients. Pros Proposify ha simplified our proposal and agreement process. Now clients who aren't tech savvy can click a button to sign and approve a proposal. We have also been able to easily customize the proposals so they are now also our client agreement. The software is pretty intuitive however when you need help they have truly outstanding customer service that's available through live chat! I was working until 8 or 9 PM EST ans sent a message through their live chat thinking I'd hear back the next day but someone was still working. We also love that we can see at a glance how much we have in outstanding proposals. Cons So far I can't find anything. If I had to say one thing it would be that you can't have someone sign in two areas, which we need, howvwe we did find a work around until they add that. Review Source BT Brad T. Principal Accounting Used the software for: 6-12 months ### "Become a closer with Proposify" May 15, 2017 5.0 Pros This has made my life easier by allowing me to turn around proposals in minutes versus hours. I can track real time feedback from my potential clients and they have said my proposals are much more professional looking. Cons While there are table features, they are limited. This is hardly a reason though to not use Proposify. My proposals use heave tables and I was able to work around this issue but I do hope they add new features to tables soon (i.e., merge cells, copy paste, etc.). Review Source JH Julia H. Director Marketing and Advertising Used the software for: 1-2 years ### "Fantastic proposal software" October 9, 2016 5.0 We were looking for online proposal software that is flexible enough to allow for good design and has all the functionality to create online proposals. Proposify meets all of our needs and is easy to use. Clients even ask us what software we are using for proposals because they say it is easy for them to accept as well - which they love. Pros Easy to use, great range of functionality, lots of design options Review Source Sasha S. Owner Hospitality Used the software for: 6-12 months ### "I love proposify" April 24, 2017 5.0 I've worked with many different brands of proposal software and Proposify is the one I've stuck with. I would say that the only addition that I would love would be adding Stripe or another type of online payment which would be automatic once the proposal is signed. Other than that it's a complete package. Love. Review Source TR Todd R. Founder Marketing and Advertising Used the software for: 1-2 years ### "A critical tool in our new business efforts " May 15, 2017 5.0 Pros Easy to use Nice analytics Affordable Attractive templates to start building out our own proposals. Quick and helpful customer support Cons No live editing/collaborative editing The content library can get a little cluttered if you're not careful or have new users unfamiliar with the tool creating new sections. Review Source AW Adrian W. Director Construction Used the software for: Less than 6 months ### "Makes proposal writing fun!" August 24, 2019 5.0 After trialling the competition of this product, proposify is a standout Pros \-present a fantastic proposal every time -metrics, you can follow what’s going on with your proposal -value for money Cons \- I would like the opportunity to export a .csv into the costing table, we currently double handle our data Alternatives considered [Qwilr](https://www.capterra.com/p/143254/Qwilr/) Review Source Response from Proposify Inc. November 6, 2019 Hi Adrian, thanks for leaving us your feedback. We're so happy to hear that Proposify has made proposal writing fun! We'll also share your suggestions with our team. Happy closing! VR Verified Reviewer Co-Founder Computer Software Used the software for: Less than 6 months ### "Another great way to make nice proposals." July 29, 2018 4.0 Pros I like that Proposify makes proposals easy to make and really good looking. It really helps speed up my day. Cons I don't like some of the limitations, sometimes I need to export the proposal and then add something in another program. Review Source NJ Nora J. Project Manager Marketing and Advertising Used the software for: Less than 6 months ### "Great Alternative to Bidsketch" September 27, 2016 5.0 I really like how it integrates with our Project Management System (Podio) and Quickbooks. That was the issue with our last proposal system. Also, like the ability to archive. Pros Great Integration and you can print the proposals out and get them signed. Cons When I push the proposal to Quickbooks it classifies everything as service, so I have to go in and manually change it to its classification (design, social media, web development etc.) Also, I can't exclude part of the proposal if it's not being included in the initial deposit price. For example, with development,we give the client 3 months of hosting for free. So there is no way to separate that out. Review Source Rebecca B. Marketing Director Telecommunications Used the software for: 6-12 months ### "Beautiful proposals in minutes!" April 22, 2019 5.0 Pros Create beautiful proposals in just a few minutes with the templates. You can collect signatures directly in the proposal. It also automatically sends reminders to clients to sign, which saves you so much time! Cons It would be great to be able to connect with payments and invoicing too! Review Source Response from Proposify Inc. April 24, 2019 Hi Rebecca, Thanks for leaving a review. We're glad to hear that Proposify has helped you create beautiful proposals! We do offer several integrations with popular invoicing and payment apps like QuickBooks, Stripe, and more. You can view a full list of time-saving app integrations on our website here: https://www.proposify.com/tour/app-integrations. Happy closing! TG Trey G. Owner Used the software for: Less than 6 months ### "Being able to track proposal views and downloads gives our sales people valuable insights. " June 11, 2017 5.0 Pros The ability to save proposals as templates which helps our salespeople quickly create a proposal. Which of course means we are quicker to close sales. And the API integration to our deal system, Pipedrive, is really awesome. Cons For those of us that are less server side knowledgeable...the idea of changing a CNAME on our own is daunting. I would like to see a "wizard" created that does this so we can easily have proposals with our domain in the address bar. The limited number of prebuilt proposal templates is kind of a bummer but, like I said before you can create your own and save those as templates. Review Source Response from Proposify Inc. June 12, 2017 Hi Trey! Thanks for leaving the review! Glad to see that you are getting real value out of Proposify. If you have any questions about getting your custom domain set up. Please let our awesome support team at support@proposify.biz know, and they can help you get that set up! We are continually working on and adding new proposal templates, and you should see some new ones announced soon. Thank you again for the review, and keep on closing! AE Alizah E. Chief Creative Officer/Founder Marketing and Advertising Used the software for: 1-2 years ### "Easy to use very flexible design " October 7, 2017 4.0 Quick sign offs in proposals Pros allows for a lot of layout and design customization. Great template to choose from too. They are quick to respond with answers. Cons It would be great if you could hide the prices on individual line items and just show the cumtotal. Would like more reporting features Review Source DK Dorothy K. CEO/Founder Accounting Used the software for: Less than 6 months ### "Great Proposal Software" September 6, 2019 5.0 I switched from PandaDoc to Proposify. It's a much better cost-benefit. There is really nothing in PandaDocs that is not in Proposify and frankly I got the hang of Proposify much quicker. Customer support is quick and very helpful Pros Its very easy to use. User interface is nice and well thought out. No real learning curve for the most part, Cons It might be nice to have a little more flexibility with the pricing charts that you lay in. Switched from [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) PandaDoc was too expensive for what I was using it for which was strictly proposal writiing. Review Source Response from Proposify Inc. November 12, 2019 Hi Dorothy, thanks for leaving us a review. Welcome to the Proposify family, we're glad to have you! We're also glad to hear your feedback - our team is constantly working to make Proposify an even more powerful tool, and we genuinely appreciate any and all comments. Best of luck with any upcoming proposals, and happy closing! JB Jamie B. New Business Manager Furniture Used the software for: 6-12 months ### "Separates us from the competition" April 10, 2017 5.0 I've been using proposify for about a year now. I sell commercial office furnishings and our proposals beat out our competition every time. The best part is we can track what the end user is most interested in so we can streamline our proposals to meet their needs. Thanks to the Proposify Team for such an awesome product. Pros Ability to create a library for our team to draw from. Cons I wish we could link pricing cells from an individual price for a product in our proposal to a master pricing summary page. Review Source CL Cemre L. HR Coordinator Construction Used the software for: 1-2 years ### "Two Thumbs Up" September 5, 2019 5.0 Great! Pros Proposify has brought a professionality to our company that we didn't have before. It is easy to use and looks great. Cons I wish it were a little more user-friendly, sometimes it takes time to get trained to use it. Review Source Response from Proposify Inc. November 6, 2019 Hi Cemre, thanks for taking a moment to write a review of our software. It's great to hear that Proposify is helping you create professional-looking sales docs! Best of luck with any upcoming proposals, and happy closing! Barbara K. Marketing Manager Marketing and Advertising Used the software for: 6-12 months ### "It's good, but it could be better" April 17, 2019 4.0 Pros It's fancy looking for clients, which helps them sign off on proposals, so we use it. Cons It's good for fussy clients, but a document signing program does just as much for a little less money. Review Source Response from Proposify Inc. April 18, 2019 Hi Barbara, Thanks for taking the time to leave us a review. We value feedback from all of our customers - we're always working on the user experience and your comments help us make Proposify even better! If you'd like to reach out to our Customer Support team (support@proposify.com), they'd love to hear your feedback and help ensure you're getting the most out of our available features. Best of luck with your future proposals - happy closing! Barbara C. Senior Strategist Design Used the software for: 6-12 months ### "Excellent proposal software" April 2, 2019 5.0 We have absolutely loved to work with Proposify. We can easily save parts of each proposal for future use and I love the stats (be able to see how much time clients spend on each section). Their templates are also outstanding and the tool is super easy to use. Great design capabilities. Pros Love the templates and the easiness in creating a proposal with modules previously saved. Cons Overall pretty satisfied with the software. Review Source Response from Proposify Inc. April 3, 2019 Hi Barbara, thanks for leaving us a review. Great to hear that Proposify has saved you time by using our content library feature! We appreciate your feedback, and wish you the best of luck with your future proposals. Happy closing! VR Verified Reviewer Vice President of Operations Internet Used the software for: 1-2 years ### "Great proposal solution " November 20, 2018 4.0 Pros I like that they have a library where I can keep various types of documents. The ability to customize and update various documents with an easy-to-use interface is helpful when you need to get documents out quickly. Online signature is fantastic. Cons While layouts and docs can be customized, it's still not the very best design tool so some design functions are limiting. Review Source Daniel S. Fellow Marketing and Advertising Used the software for: Less than 6 months ### "Saves hours and wins business " March 20, 2019 5.0 It’s helping us win business and now we have filled up some of our library it makes it quick to send a proposal out. Pros Good looking proposals in a fraction of the time it takes for Word. Cons It’s a bit limited in layout options. Can’t get it quite how i’d want it. Review Source Response from Proposify Inc. April 1, 2019 Thanks for taking a moment to leave a review, Daniel. We're glad to hear that Proposify has been helping you save time and close more deals! If you have specific layout questions, our Customer Support team can offer some helpful suggestions to ensure your proposals are looking exactly how you want them to. You can reach them in-app or by emailing support@proposify.com. Rob L. Used the software for: Less than 6 months ### "Proposify is great if you're looking to "wow" your customers with a proposal" September 28, 2016 5.0 I use Proposify to send out proposals on theming and prop projects VFX Foam LLC works on. I have never had a customer compliment me on the way a proposal looked until a few weeks ago. When a creative agency that deals with Fortune 500 customers tells you that your proposal is the most well put together and cleanest proposal they've ever received, that says a lot! We will continue to use the product and love the service Proposify provides. Pros Clean layout design, easy to build templates, tracks when customers open and view the proposal as well as which page and for how long. Cons Could use some additional editing features Review Source VR Verified Reviewer Sales Support Manager Marketing and Advertising Used the software for: Less than 6 months ### "Proposify is Better Than Qwilr" September 6, 2018 4.0 Proposify is an affordable proposal software that is easy to setup/use and looks great when presenting to potential clients. Just be sure to check out the quote settings and if they match your needs/process. Pros After trying multiple Proposal Software tools, I found that Proposify offers more flexibility with page/content formatting than other like Qwilr. It is also more affordable. Cons After setting it up and customizing Proposify, I found that I didn't like the quote options/settings. It did not offer the flexibility and customization I needed for our sales process. Review Source VR Verified Reviewer Principal (Branded Copywriting, Content Strategy, Brand Development, Creative Concepts) Marketing and Advertising Used the software for: I used a free trial ### "So cool! Proposals are hard, this makes it easier" November 19, 2018 4.0 I chose not to purchase it because my design team had already created a more beautiful proposal template in Google Docs, which is free. Without that "running start" there's not a huge difference between Proposify and Google Slides. Pros This creates a professional-looking online proposal with minimal effort. It's fairly easy to use and collaborators can pitch in. If you're starting from scratch, this gives you a big leg up. Cons I thought the designs were a little meh—especially the graphic design one! They could put more effort into making more beautiful proposals instead of b-level corporate designs. Review Source PH Patricia H. Managing Principal Design Used the software for: 6-12 months ### "Clunky" May 24, 2019 5.0 both positive and negative; we are moving to a new software product. Pros The quality is beautiful. Presents a great image to clients. Cons Clunky; difficult to use; time-consuming; difficult to customize; customer support is a problem; difficult to get their time when you need it most. Review Source Response from Proposify Inc. May 28, 2019 Hi Patricia, Thanks for your feedback! We're sorry to hear you've been having difficulty - Proposify is intended to be an intuitive experience to help streamline your proposal process, not slow it down. We're not satisfied if you're not, and we'd love connect with you to turn your experience around. A member of our Support team will be in touch with you soon! VR Verified Reviewer President Used the software for: 1-2 years ### "Great Professional Looking Proposals" March 1, 2018 4.0 Helps me close deals! Pros \-Looks great to clients, they are always impressed -The analytics on view time/pages is super interesting/helpful when closing a deal -The pipeline visualization is nice Cons \-Not easy to set up and design proposals, they have their own WSWYG interface so hard to copy and paste in info from other documents and keep formatting Review Source John C. Business Owner Internet Used the software for: 6-12 months ### "Invaluable for getting more work in and winning proposals" November 27, 2018 5.0 Easily helped me win more business this year. i now have a suite of proposals that are suitable for different types of projects and i can easily edit them and customise them for individual customers. Pros Proposify has helped me create multiple client proposals and really taken the hassle out of starting every proposal from scratch. Cons I have had a few times when budget tables have not saved and the software has crashed, However, i have contacted customer support on these occasions and they were able to get the data back for me. 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.