Proposify Reviews

Propisfy is very easy to use. I love the templates that are already created. I appreciate that everything is already pretty much done for you. You just have to put in your info.

I don't like the many pages associated with the templates. I end up deleting most of the pages and only use the task sheet and quote. I wish there was a way to update the template so I can use that form every time.

It makes it easy to send out a proposal. It seems a lot faster. The client gets back sooner that it is all online. I feel like I am more productive. It has increased because the proposals are easier to make.

Ease of use - right "out of the box", Proposify is very easy to use. I hate reading "how-to" guides or watching instructional videos and with Proposify, you don't need to!

Not much - the editor for your Proposal email could use a few tweaks, but I'm really nitpicking to even come up with this!

Portraying a consistent and professional image.

For our business, the best part of Proposify is being able to control and approve the proposals our staff send out via the approval feature, as our proposals relate to high value transactions - the approval feature is the key feature for us.

Another great feature is the flexibility of the template proposals, including the designing features - this has allowed us to design our proposal on Proposify exactly as we require to meet our branding guidelines.

I haven’t found many downsides to Proposify - if I had to choose one, I’d probably say that I would like a direct integration with system such as Airtable or Pipedrive.

If your hesitant because you think you can find a workaround for not using this system, please think again, Proposify has streamlined our proposal making by almost 80%. We're planning to use Proposify for most other template documents we use over and above our initial requirement for proposals.

We have been able to keep better track of our proposals, from the stage of the draft to the status of the sent submitted proposals. We are also able to organise the sent proposals to categorise and run reports on closing ratios etc.

Proposify simplifies crafting compelling, visually appealing proposals, even if you don't have graphic design experience. As a Content Manager, I've enjoyed the user-friendly interface that allows me to easily keep content up to date, construct templates, make edits, and generate new templates on demand. Proposify has not only streamlined our proposal creation process but has provided self-sufficiency to our team. No more difficult formatting and out-of-date content in old Word templates.

The only frustration I've had is with creating pricing tables for the templates. There's a bug that sometimes causes some design issues in how the tables carry over from one page to the next, but last I heard this was being fixed. It has been a little tedious, but the customer success team has always been very helpful in remedying it.

We used to rely on Word templates that didn't look half as good as the polished results we achieved with Proposify. Managing various versions of the Word templates was a challenge and often resulted in the use of outdated content. Plus, obtaining metrics through Proposify has been a game-changer for us.

I love that I can develop templates customized to my business and voice that are easy to read and adapt to specific situations.

I wish I could add additional contacts automatically. Right now, I can assign a single contact into the proposal. My use case has a need to send to multiple contacts of the client at once, which currently has to be done manually rather than on the template. I also wish the import process would bring in multiple contacts from Xero/Freshbooks (I refuse to use QBO for my own needs so I can't speak to this integration).

Both of these are minor annoyances, though I would love to see these developed in the future.

Get creative and let it solve problems for you.

I'm using this to send proposals to clients for work to be performed. I can outline standard work and processes, easily customize that outline, and have a proposal done in an hour or less instead of, well, days.

I'm also using this to send engagement letters to clients. It's *almost* fully automated, and, I'm hoping, will result in less chasing of clients for a thing that they don't value but I *have* to have to get started. Putting it into this kind of a process makes it a non-thing on their end and, hopefully, more likely to sign.

I'm also using this to get deposits on work to be performed.

The proposal is professional-looking and can be tailored to the customer in content and photos from the Unsplash library.

I have been locked out of features and had to call support. Also at times when the proposal is opened not all the features are available and you have to close out completely and then re-log into proposify again.

Quick professional proposal

The templates are the best part of Proposify. There are several to choose from. Once learned, the editing process is a breeze and the end result is a super-professional, high-value proposal (and other documents) that your customers will be impressed with.

The tables are a bit cumbersome, and the page flow style of page is a bit awkward to update. But there are a few workarounds that seem to suffice.

We have grown from a small company into a multi-million dollar company. Our client profile is elevating and they require a more substantial offering when quoting or offering a proposal. The professional layout and the high-quality presentation has surely won our company business with some of the largest construction companies in the United States.

I like the way that you can effortlessly send out proposals new clients, and send out proposals to upsell current clients in just a few minutes. It takes a lot of the stress off of the cell cycle.

I would love there to be a function where you could send mass emails to Prospect were at a certain stage in the sales pipeline. I believe that would help increase closing percentages.

proposal play song problem. The problem being solved is. Clunky systems that take too long to generate a polished looking for Pooposal.I can create a new proposal in just a few minutes and it looks great!

Easy to create templates and build professional and beautiful proposals.

Nothing that I can think of, to be honest.

A need to get something in front of clients that capture conversations about their needs and what our offerings are that will meet the needs. It has made the turnaround time from client conversation to proposal generation much faster and eliminated the sense of dread around putting a great proposal together.

Proposify offers a commendable feature by enabling the capture of digital signatures within legally-binding documents, eliminating the need for additional expenses on external tools. The convenience of sharing proposal links via email directly through the platform enhances efficiency. Furthermore, the ability to track prospect engagement, including proposal views and time spent on each page, provides valuable insights for optimizing interactions.

The User Experience/User Interface aspect of Proposify exhibits room for enhancement, particularly in the proposal creation process. While the software offers impressive customization options such as varying font colors and alignments, there are instances where these customizations don’t persist and revert to the original settings. It has been observed that prolonged usage or extensive edits may cause font customization tools to malfunction, necessitating a tool restart. While there have been noticeable improvements in this regard over the past year, occasional occurrences of these issues still persist.

Proposify excels in its capability to capture digital signatures within legally-binding documents, all without the need to invest in additional tools. I appreciate the convenience of sending proposal links via email directly through the platform. The feature that allows me to track when a prospect has viewed the proposal, along with the insight into the time spent on each page, greatly enhances the user experience.