Proposify

Proposify

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What is Proposify?

Proposify is the online proposal software that helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

Proposify reduces friction in your proposal workflow making it easier for your sales reps to quickly create professional-looking proposals that impress prospects and close deals.

Create on-brand templates that sales reps can reuse so they don’t need to reinvent the wheel for every deal. Store all your approved proposal content in one location so snapping together a proposal takes minutes, not hours. And with our integration with all your fave apps, your reps can create proposals, contracts, and agreements without ever leaving the CRM.

Our Salesforce integration lets your rep create proposals, contracts, and agreements right in the CRM, and keep their data in sync.

Impress prospects with a buyer experience that includes interactive pricing, videos, and live chat.

Client viewing metrics let you know the moment a prospect opens the proposal, which sections they view and for how long, and - most importantly - the second they (e)sign on the dotted line. You may not actually be a mind reader, but with Proposify, you'll feel like one.

Plus get faster sign-off and make it easier for prospects to buy with our legally binding electronic signature tool and order forms.

We’ve revolutionized the proposals process so your reps can spend less time on manual tasks and more time doing what they do best: selling.

But Proposify doesn't just save time; with assignable roles, permissions, and workspaces, you can manage the access each sales rep has. From the kind of content they can use and editing the design, all the way through to sending a proposal, you'll have full brand control and peace of mind without bottlenecking the process. Finally, a solution that makes both Sales AND Marketing happy.

If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.

Proposify Key Features

content library

online signatures

design editor

templates & themes

client activity metrics

content library

online signatures

design editor

client activity tracking

metrics

automatic follow-up

PDF download

Sales pipeline management

Templates & themes

Third-party integrations

content library

Content Library

Templates & Themes

Custom Domains

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Proposify Reviews

4.1

Excellent!

18 Reviews

Last reviewed on
18 September 2015

What do you think?

Help other software buyers make informed decisions.

Monday, September 21, 2015

Verified Review

Submit dozens of screenshots daily, this tool is a mess, will spend 2-3 hours fixing a proposal template, go back an hour later, nothing saved, and its a complete mess. Not having a good time with proposify, great concept, but terrible user experience so far.

Response from Proposify:
24 October 2015 at 07:38

Sorry to hear you had a bad experience with Proposify, Carlos. It's supposed to automatically save, but if it's not it could be an internet connection issue or another edge case. If you ever want to give it another try, get in touch with support and we'll help you out.

1 of 1 people found this review helpful.
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Friday, August 21, 2015

Verified Review

Terrible UI and extremely hard to use.

Response from Proposify:
24 October 2015 at 07:38

Sorry to hear you found Proposify hard to use, Rob. We're always interested to know specifically how to improve the user experience.

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Monday, July 20, 2015

Just want to say how fantastic proposify is. We will be upgrading to a paid plan in the next few days. I have been looking for a platform for our I.T. company like this, and I just had to make the effort to tell you what a great job you have done. I have tried countless other platforms, but this is the best I have ever seen.. I would by only to happy to give reviews and user testimonies for you as I really believe that credit should be given when due. Keep up the good work guys.. This is from a really happy user.

1 of 1 people found this review helpful.
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Wednesday, January 21, 2015

Verified Review

5 Stars for Customer Service, but 2 for bugs and constant issues. I submit about 1-3 support emails with screenshots a day when I am using it heavily. I have yet to reopen a proposal without it wiping out my variables. Have no idea how all the rest of these people are having a vastly different experience. I am a programmer and very experienced on UI and this is a big mess.

4 of 6 people found this review helpful.
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Monday, December 8, 2014

Verified Review

copy / pasting is a complete nightmare and the UI is difficult to use

2 of 3 people found this review helpful.
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Thursday, October 16, 2014

We selected Proposify after extensively researching proposal software for weeks. We couldn't be happier with our choice. The software is really intuitive and the templates look great.

Their customer service is outstanding - completely accessible and very friendly. We have been in constant communication with both the President and CEO of the company throughout our implementation of the software, both are eager to hear about our experiences and areas of improvement. If there are issues or errors, they are very quick to not only acknowledge the issue but also resolve it fast and follow through with you until you are satisfied.

Highly recommend!

2 of 2 people found this review helpful.
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Wednesday, October 15, 2014

By-far, the best proposal software on the market. Saves us hours of valuable time, which can now be used to find new clients, and execute on projects. Proposify has quickly become an invaluable resource for our team.

2 of 2 people found this review helpful.
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Wednesday, October 15, 2014

Verified Review

We tried 5 different online proposal products before we found Proposify - it's awesome.
The experience is great, editing capabilities are robust and templates are very useful. Support team is quick and attentive.
At the end of the day, it helps you create beautiful proposals quickly with no hassle and close more deals.
No brainer.

2 of 2 people found this review helpful.
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Wednesday, October 15, 2014

Verified Review

I've used many proposal software packages over the last three years, including custom developed solutions and some of the biggest names in the market.

However, all have ended up making proposal writing more work, rather than less.

Proposify is the first is the piece of proposal software that has made it easy for me to turn around proposals.

If you're in the creative sector, then take a look at it. It'll be well worth your time.

2 of 2 people found this review helpful.
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Wednesday, October 15, 2014

Verified Review

This is a great software and it's already saved me dozens of hours in writing proposals. I gave it four stars because there are some bugs that are being worked out and integrations they are working on (like Infusionsoft...yay!). They are excellent at communicating and answering questions. Looking forward to seeing how it grows and evolves!

2 of 2 people found this review helpful.
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