--- title: "Proposify Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "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_url: "https://www.capterra.com/p/133332/Proposify/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- Proposify 4.4 (299) [View alternatives](https://www.capterra.com/p/133332/Proposify/alternatives/) 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 October 19th, 2026 # Reviews of Proposify Ease of use 4.3 Customer Service 4.4 ## Pros and Cons in Reviews JB John B VP SalesConstruction, 11 - 50 employeesUsed the software for: 1-2 years. “I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective.“ May 16, 2025 Elon E Project FinanceBanking, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “Pricing may also become less attractive for small teams or lower proposal volumes.“ April 30, 2026 AT Atour T AnalystResearch, 51 - 200 employeesUsed the software for: I used a free trial. “Our remote team finds it simple to maintain consistency among the several estimates we utilize, and we can monitor the status of each estimate from a single dashboard.“ November 14, 2023 JG Jamie G Senior Account ManagerBusiness Supplies and Equipment, 11 - 50 employeesUsed the software for: 6-12 months. “Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease“ October 27, 2024 JG Jamie G Senior Account ManagerBusiness Supplies and Equipment, 11 - 50 employeesUsed the software for: 6-12 months. “The ability to send professional proposals is incredibly useful“ October 27, 2024 SJ Sara J Sales Operations SupportFacilities Services, 201 - 500 employeesUsed the software for: 1-2 years. “Most of our account reps work on their own financial documents in Microsoft Word. When they copy and paste it into Proposify, it looks terrible.“ September 12, 2024 AT Atour T AnalystResearch, 51 - 200 employeesUsed the software for: I used a free trial. “To assist users in creating and sending proposals quickly, Proposify offers a large selection of pre-made templates.“ November 14, 2023 CD Christina D AdministratorMarketing and Advertising, 2 - 10 employeesUsed the software for: 1-2 years. “It is difficult to make edits to templates when text is going outside of the parameters set by the software.“ November 13, 2023 ## Showing most helpful reviews Showing 1-25 of 299 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Elon E. Project Finance Banking Used the software for: 6-12 months ### "Excellent proposal workflow tool, but pricing and advanced editing should be reviewed" April 30, 2026 4.0 Pros What I liked most about Proposify is how it removes friction from the proposal process. In practice, teams can use templates, content libraries, approvals, pricing tables, and e-signatures instead of manually editing Word or PDF files. For example, this reduces errors, shortens turnaround time, and improves close rates. Cons What I liked least about Proposify is that some advanced formatting or pricing table edits can feel restrictive. Pricing may also become less attractive for small teams or lower proposal volumes. In more customized sales environments, setup discipline is important. Review Source 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 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. 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! 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 Proposify 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 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 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. Proposify 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! SP Shaun P. Web Developer Information Technology and Services Used the software for: 6-12 months ### "Great for small businesses developing proposals for bigger projects." August 20, 2020 5.0 Very positive experience with support, I've had little to query as its very easy to use and customise. Pros The library of content and examples is especially helpful. We've been able to develop proposals for our product offering and customise completely for every client. Cons I would love integration between my FreeAgent.com account when a proposal has been authorised to automate the invoicing process. Alternatives considered [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) Reason for choosing Proposify I spent time reviewing both and found Proposify very easy to use and customise for my needs. Review Source Response from Proposify Inc. September 4, 2020 Hi Shaun, thanks for taking a moment to leave us a review. We'll be sure to share your integration suggestion with our team. Happy closing! 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 JB John B. VP Sales Construction Used the software for: 1-2 years ### "Wowza Proposals!" May 16, 2025 5.0 Proposify helped me (maybe it was more like I helped Proposify do the work...) create effective and powerful proposals. We went from boring, hum-drum business "letters" to full-colour, wowza proposals without much training at all! It's a great product and the built-in document management/signatures is very cool. Pros Proposify was extremely easy to use. I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective. The document tracking was kind of cool, too! Cons There wasn't much that I didn't like. We had a one year plan and while I thought that the cost was reasonable, upper management disagreed! Review Source LL Laurie L. Business Development Manager Marketing and Advertising Used the software for: 2+ years ### "Great Proposal Software!" September 11, 2024 5.0 I have enjoyed using it and have never had any problems that I can't get an answer for. Pros It's very user-friendly and easy to add slides. It's easy to adjust tables or pricing or anything that I need to change. Cons I don't like it when new updates are made. but that's not a big deal. I know adjustments and improvements are important. Review Source NA Nathan A. Regional Vice President Higher Education Used the software for: 1-2 years ### "Best Product I have used so far" September 16, 2024 4.0 Pretty good.. like it better than using google sheets or MS Word. Pros I love the way you can build pricing tables and templates into a proposal. Then you can customize even further with added personalization. Cons It gets a bit wonky with cache with your PC-- so you have to refresh reguarly to make sure things are saving. Then it takes some learning to know where to click with you mouse to drag/drop and open menus. Review Source 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! AL Adam L. Managing Director Design Used the software for: 6-12 months ### "The best way to present proposals to clients!" December 3, 2016 5.0 As the owner of a Digital Agency in a crowded marketplace, it's important to be better at every opportunity. Proposify allows us to do that. It's made with the creative industries in mind and has a pretty nice default contract in place that can be used. Of course, as per all contracts, it's important to get it checked/re-written by a professional to make sure it's 100% legal and enforceable. Proposify gives a decent depth of analytics on user behavior from the moment they open your proposal. They also track the proposal journey through to the client and allows the option to add an auto follow up to non-signed/opened proposals. Clients always comment on how much they love how easy it is to digitally sign our proposals/contracts and some have even incorporated Proposify in their business. Proposify allows you to create different proposal templates. We use this feature to have a proposal for each of our services and then we just tweak the scope of services to the individual client's requirements on the fly. All of a sudden, a proposal that looks like it took over an hour is out the door in 10 minutes. The early bird catches the worm and Proposify makes it so we can close deals faster. The only thing very slightly negative regarding Proposify is the pricing. It's certainly one of the most expensive platforms we pay for on a monthly basis however it isn't unaffordable. It may be a bit of a stretch for a small business to pay for regularly and the 5 proposal limit on the lower plan is quite restrictive for the price. They used to offer 10 proposals for that price which seemed much better value to me, however, they're constantly updating, improving and adding integrations and they're a business after all so need to bring the revenue in. All in all, don't hesitate, just sign up! You won't regret it. Pros Integrations. Looks. Functionality. User Friendliness. Cons Pricing but it's not too bad. Review Source KF Kelly F. Executive Administrator Management Consulting Used the software for: 1-2 years ### "Great software helping our close rates." September 9, 2024 5.0 We love Proposify and recommend it to our clients. Pros The ability to send out proposals and also track client viewing time. Cons Editing is a little clunky, its getting better, but still not as seamless as MS word or other word editing software. Also, it would be great if there could be an administrator role that can "sign" for the proposals instead of waiting for the consultant that was listed as signatore. 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 JV Julie V. General Manager Facilities Services Used the software for: 1-2 years ### "proposify daily user" September 6, 2024 4.0 good, fast. sometimes it locks up and i need to reboot, but not often Pros The ease of putting together a proposal. client management Cons tracking issues with a proposal being viewed or downloaded Review Source LH Lawry H. MD Public Relations and Communications Used the software for: 1-2 years ### "Held to Ransom, given a 'free trial extension' that never happened" December 1, 2020 3.0 Bad. The tone of the guys is just awful. max 5 active proposals at any one time? What a stupid plan. Ugh. Such a great product with such great potential and such shortsighted execution. Pros You can make proposals with it. What else? Cons The customer service and the pricing. No thought goes into either of these things. Max 5 active proposals??? WHAT?!?! What does that even mean? It means they hold you hostage again in another way. I feel like Proposify have a gun pointed at me. Reason for choosing Proposify God knows what I was thinking. Review Source Response from Proposify Inc. December 15, 2020 Hi Lawry, thanks for taking a moment to leave us your feedback. If your monthly proposal volume exceeds what our Tall plan offers, you might see a better value by upgrading to one of our larger plans (unlimited active proposals start with our Grande plan). Grande plans also offer additional features to help you streamline your process even more like Client Input Forms, Custom URL, and standard integrations. But we definitely hear you, and if the Grande plan doesn't fit into your budget, then Proposify might not be the best fit for you and your proposal needs. We appreciate your comments and wish you the best of luck with any upcoming proposals! Michael A. D. VP/ Owner Construction Used the software for: 6-12 months ### "Clean,Simple, Effective. " August 27, 2019 5.0 Its been great, Always get an answer. Pros The layout and presentation. I believe this changed the way we do business after 45 years. We have been developing our own until I found Proposify. Its everything I need to draw up a quote from $500.00 - $1,000,000.00 Its that simple. Totally changed the way we communicate with our clients and our competiton has nothing on us. Our quotes are giving us the edge on them. Layout, design, color, ease of use. Love it!!!! Cons The only thing I wish it had was easier functions to add line items and costs. I need more. Review Source Response from Proposify Inc. September 18, 2019 Hi Michael, thanks for your review. We LOVE to hear that your proposals are giving you a leg up over your competition! That's such fantastic feedback and we definitely appreciate your comments. Happy closing! VR Verified Reviewer Managing Director Telecommunications Used the software for: 6-12 months ### "Easy to use, beautiful software and amazing customer support" March 25, 2020 5.0 Absolutely fantastic. A good example of how a good SaaS company should operate. Pros The software is very easy to use and produces lovely looking proposals (I've had compliments from customers who've asked what proposal software we use) but the thing I like most is the customer support. It's great to see a SaaS product backed up by brilliant and quick customer support....this is so rare these days! Cons The formatting can be a bit tricky to begin if you have highly customised templates but the support team sorted everything out really quickly. Review Source Response from Proposify Inc. March 27, 2020 Hi there! Thanks so much for taking the time to leave us a review. We're glad to read your feedback, and we're happy to hear how Proposify is helping you create impressive-looking proposals! Happy closing! VR Verified Reviewer Regional Pricing Manager Chemicals Used the software for: 2+ years ### "I used Proposify for all company proposals for years " July 28, 2018 5.0 Hundreds of beautiful proposals and many customer compliments. Pros I like the ability to easily customize proposals. You can change every aspect of your proposal depending on the customer, job, etc. Cons It can be a little bit glitchy sometimes. I have had to go out and then back in to make sure none of my proposal elements have shifted before sending out the proposal to a client. Review Source VB Virginia B. Communications Manager Information Technology and Services Used the software for: 2+ years ### "Sleek and snappy proposals have never been easier" June 12, 2018 5.0 Pros Want to create quick, professional-looking proposals? Look no more! Our company has been extremely satisfied with Proposify. It has condensed what used to be long hours of tedious work, into few. The Tall plan is great for small companies; under this plan you can have up to 5 active proposals and can easily export PDF versions of proposals at any time. The ability to see when the client has opened the proposal has kept us from having to send those nagging reminder emails (we all cringe at). You can also see how much time the client has spent looking at each section of the proposal, which often helps us gage their interests even before they provide feedback. But the best feature of this application, by far, is that you can easily duplicate old proposals so you do not have to start from scratch every time. If you are looking for a tool to help you shovel your proposals out the door more quickly, Proposify won’t let you down. Cons When two or more people are trying to make edits to the same proposal simultaneously, edits and updates do not always save correctly. Review Source VR Verified Reviewer Chief Operations Officer Information Technology and Services Used the software for: 1-2 years ### "Once you learn it" February 20, 2019 3.0 Pros I like the drag and drop feature. It is easy to add each individual item (with price) when preparing a quote or a client. Cons You cannot set up certain field throughout a document so it automatically populates when you make a change such as a client name or date. When you win a deal, this program does not integrate with Quickbooks so we have to manually set up the client in QB and create a new invoice. Review Source Response from Proposify Inc. March 29, 2019 Thanks for taking the time to review us! We actually offer integration with Quickbooks on our Grande and Venti plans, and with the use of variables you are able to set up specific fields in your proposal that can auto-populate with custom info like names and dates. We recommend reaching out to Customer Support (support@proposify.com) if you have any further questions - they are happy to help you utilize every time-saving tool Proposify offers! MD Michael D. Principal Consultant Environmental Services Used the software for: 6-12 months ### "Great software but pricier than competition" December 28, 2022 4.0 We like it but it is twice the price of a fairly competitive alternative. As we are adding additional staff that also write proposals we may move to another platform. Pros The proposals look fantastic and the client delivery and experience is flawless. Cons The editing is somewhat difficult and there is a bit of a learning curve. Also cutting and pasting does not function from the web browser editor. Alternatives considered [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) Reason for choosing Proposify More complex templates and design functions. Switched from [Quotient](https://www.capterra.com/p/131897/Quotient/) Better aesthetic. Review Source 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! Similar Products Featured ## 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.