Proposify

Proposal software for modern sales teams and professionals.

About Proposify

Proposify is the online proposal software that gives control and visibility into the most important stage of your sales process. From deal design to sign-off, get the confidence and flexibility to manage and close all your quotes, contracts, and proposals.

Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. And deliver a seamless sign-off experience for your customers and prospects.

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

Pricing starting from:

N/A

  • Free Trial
  • Free Version
  • Subscription

Key benefits of Proposify

- Create on-brand templates that sales reps can reuse so all they have to do is customize the details for their next big deal.
- Store all the content reps need in one location so snapping together a proposal takes minutes, not hours.
- Empower reps to create proposals, contracts, and agreements directly in Salesforce and keep their data in sync.
- Impress your prospects with a buyer experience that includes interactive pricing, videos, and live chat.
- Get faster sign-off and make it easier for prospects to buy with our legally binding electronic signature tool and order forms.
- Find out how prospects are interacting with proposals, which sections they looked at and for how long. This insight helps reps know when to reach out to close the deal.

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

N/A

  • Free Trial
  • Free Version
  • Subscription

Images

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Proposify video
Proposify screenshot: Proposify screenshot: Proposify screenshot: Proposify screenshot: Proposify screenshot:

Features

Total features of Proposify: 54

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Trail
  • Automatic Formatting
  • CRM
  • Cataloguing/Categorisation
  • Chat/Messaging
  • Collaboration Tools
  • Configurable Workflow
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Knowledge Base Management
  • Pipeline Management
  • Pre-built Templates
  • Pricing Management
  • Product Catalogue
  • Progress Tracking
  • Proposal Generation
  • Quotes/Estimates
  • RFP Creation
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Trend Analysis
  • Search/Filter
  • Specialty Contracts
  • Status Tracking
  • Team Collaboration
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Management

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QorusDocs

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Reviews

Overall rating

4.5 /5
(255)
Value for Money
4.4/5
Features
4.4/5
Ease of Use
4.3/5
Customer Support
4.5/5

Already have Proposify?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 255
Susan W.
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Love it.

Reviewed on 11/10/2019

Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and...

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.

Response from Pitch Perfect Proposal Software

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!

Matthew N.
Overall rating
  • Industry: Internet
  • Company size: Self Employed
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Helping automate my freelance business

Reviewed on 18/9/2019

Very positive. My need was to cut down in repetitive work in creating proposals and sending out...

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.

Response from Pitch Perfect Proposal Software

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!

Matt S.
Overall rating
  • Industry: Music
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Great in concept, but buggy

Reviewed on 11/4/2017

We switched to Proposify from Bidsketch to solve a bunch of problems. Proposify is great on the...

We switched to Proposify from Bidsketch to solve a bunch of problems. Proposify is great on the surface and as an idea, but there are many things we don't like. Nonetheless, we're stuck with it for now.

Pros: Proposify streamlines our proposal writing process, clean UI, pricing tables that do math. Staff is helpful and responsive. I love that we can spin up proposals very quickly with templates. It would be basically perfect if it weren't for the cons.

Cons: This software is still full of bugs. There have been several instances where data has been lost, or unexpected behavior happens. It's extremely frustrating and time consuming when these bugs happen. I've probably submitted 20 bugs over the past month. Examples include formatting buttons that don't work, pages breaking and crashing etc.

There are many features that leave us scratching our heads and asking either "why isn't this a feature" or "why IS this a feature?

Examples:
-You can add sales tax to pricing tables, but sales tax doesn't reflect in the totals.
-Pricing tables are very difficult to customize
-Pricing tables that are longer than one page cannot flow into a second page. If you do want them to flow into a second page, you have to create a special type of page from the start that can ONLY have the pricing table on it.
-When you go through revision history, you see data from OTHER proposals that share the same type of section.
-You can't format text in snippets. To see what it looks like you have to drag the snippet into one of your sections or templates.
-The navigation is super clunky and not natural. I find myself clicking around a lot looking for things.
... and many more

Bottom line:
I want to have faith in this but I'm close to start looking at other options. We've had more than one catastrophic failure that has cost us tremendously and I'm at the point where I don't feel that I can rely on Proposify as a tool because I never can be 100% certain that it's going to work properly.

Proposify should really take some time and listen to their users, and try writing some proposals themselves and experience the process. If they were willing I'd personally love to hop on the phone and talk through some suggestions for improvement, and I'm sure other users would feel the same way. I feel kind of bad for how much I've had to bother their support staff with bugs and issues.

If Proposify improves, I'll come back and update my rating.

Response from Pitch Perfect Proposal Software

Hi Matt,

We really appreciate you taking the time to provide feedback. We take it to heart, and it helps us improve Proposify.

Our support team would love to jump on a call in the near future to chat more about it, and will be in touch to set up a time if you are interested.

Thanks again!

Ahmed S.
Overall rating
  • Industry: Media Production
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Create the best proposals with Proposify

Reviewed on 5/2/2021

My overall experience has remained quite pleasant till now the software has helped me become better...

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 Proposify 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

Response from Proposify Inc.

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!

Mustafa M.
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Out of Scope Reach to our Clients

Reviewed on 13/9/2019

The ability to build my proposal with just fews clicks and moving it directly to my client with...

The ability to build my proposal with just fews clicks and moving it directly to my client with ability to review details about how my customers view and understand from their behavior details about how they interact with it.

Pros

Easily to modify and build your proposal template, and easy to maintain it to deliver to your customers

Cons

Less relative templates of the proposals

Response from Pitch Perfect Proposal Software

Hi Mustafa, thanks for writing us a review! We're glad to hear that you're enjoying Proposify and that the client viewing metrics are valuable (having proposal insight is such a game-changer). Best of luck with any upcoming proposals, and happy closing!

Showing 5 reviews of 255 Read all reviews

Proposify FAQs

Below are some frequently asked questions for Proposify.

Proposify offers the following pricing plans:

  • Pricing model: Free, Subscription
  • Free Trial: Available

We do not have any information about Proposify features

Proposify has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Proposify supports the following languages:

English

Proposify supports the following devices:

Android (Mobile), iPhone (Mobile)

Proposify integrates with the following applications:

Basecamp, Drift, FreshBooks, Harvest, Highrise, HubSpot CRM, Insightly, Intercom, Keap, Olark, Pipedrive, Podio, QuickBooks Online Advanced, Salesforce Platform, Stripe, Vidyard, Xero, Zapier, Zoho Books

Proposify offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

Related categories

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