Proposify

Proposify

by Pitch Perfect Proposal Software

Who Uses Proposify?

Sales professionals; professional-service businesses, consultants, agencies, etc. that need to create beautiful, customized proposals and get faster sign-off from their clients.

What Is Proposify?

Proposify helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

On-brand, reusable templates and central storage for proposal content save reps time, while proposals rich with interactive pricing, videos, and live chat impress your prospects. View metrics gives insight into how long each section is viewed, and our integration with your fave apps, like Salesforce, allow reps to easily create sales docs without leaving the CRM.

Proposify Details

Pitch Perfect Proposal Software

http://proposify.com

Founded 2012

Proposify Pricing Overview

Proposify does not have a free version but does offer a free trial. Proposify paid version starts at US$19.00/month.

Starting Price

US$19.00/month

Pricing Details

Subscriptions start at $19 per month

Free Version

No

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Training

Live Online

Webinars

Documentation

Support

Business Hours

Online

Proposify Features

Proposal Management Software
Audit trail
Collaboration
Contact Management
Content Library
Document Management
Electronic Signature
Knowledge Base Management
Pipeline Management
RFP Management
Templates
Version Control
Workflow management
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customizable Branding
Discount Management
Pricing Management
Product Configurator

Proposify Reviews

Showing 5 of 249 reviews

Overall
4.5/5
Ease of Use
4.3/5
Customer Service
4.5/5
Features
4.4/5
Value for Money
4.4/5
Susan W.
Director
Construction, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 11/10/2019

"Love it."

Comments: 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.

Vendor Response

by Pitch Perfect Proposal Software on 11/12/2019

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!

  • Reviewer Source 
  • Reviewed on 11/10/2019
Matthew N.
CEO & Founder
Internet, Self Employed
Used the Software for: 1-5 months
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    5/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 18/09/2019

"Helping automate my freelance business"

Comments: 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.

Vendor Response

by Pitch Perfect Proposal Software on 25/11/2019

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!

  • Reviewer Source 
  • Reviewed on 18/09/2019
Cindy jennings, cts M.
Vice President
Staffing & Recruiting, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 09/06/2020

"Professional, fast and easy tool"

Comments: We love the fact that what is being sent out is consistent as far as branding and language, that it is really easy for the prospects to read and execute, and that the salespeople actually use it!! It has been a great addition to our sales toolkit!

Pros: Our salespeople are delighted with Proposify. It has provided a professional, consistent, fast and easy way to submit proposals to prospects. It has also made it very easy for the prospects to respond and execute proposals. Our close rate on proposals has increased and I expect to see that continue.

Cons: We sometimes hit a snag when trying to edit our templates, but when that has happened the Proposify tech support team has been a great help. We get immediate responses to our questions and great help.

Vendor Response

by Pitch Perfect Proposal Software on 22/06/2020

Hi Cindy, thank you so much for leaving us your feedback! We're glad to hear that Proposify is a welcome addition to your sales toolkit. Happy closing!

  • Reviewer Source 
  • Reviewed on 09/06/2020
Matt S.
Owner
Music, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    2/5
  • Ease of Use
    2/5
  • Features & Functionality
    3/5
  • Customer Support
    4/5
  • Value for Money
    3/5
  • Likelihood to Recommend
    4/10
  • Reviewer Source 
  • Reviewed on 11/04/2017

"Great in concept, but buggy"

Comments: 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.

Vendor Response

by Pitch Perfect Proposal Software on 13/04/2017

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!

  • Reviewer Source 
  • Reviewed on 11/04/2017
Julia D.
Owner
Marketing & Advertising, Self Employed
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    Unrated
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 31/03/2020

"Essential for sales tracking "

Comments: It definitely makes the sales process and tracking thereof easier as you can document together all steps along the way.

Pros: The best feature are the templates for various industry. I use this soft and I recommended to many of my clients as it helps create great looking proposals, keeps track of your sales funnels.

Cons: Pricing is pretty high if you do not send out proposals on a regular basis. Also some functionality can be a bit unstable or slower to respond.

Vendor Response

by Pitch Perfect Proposal Software on 06/05/2020

Hi Julia, thanks for taking a moment to leave us a review. We appreciate your feedbackhappy closing!

  • Reviewer Source 
  • Reviewed on 31/03/2020