Last Updated
Overview
Proposify puts you in control of your sales process, from deal design to sign-off. It helps users gain visibility, confidence, and flexibility to close more deals. While the mobile app is not ideal for creating proposals, Proposify remains fast, user-friendly, and perfect for winning business.
Proposify Specifications
- Document Management
- Collaboration Tools
- E-signature Capabilities
- Lead Management
Proposify Features
Proposal Management
Proposify streamlines proposal creation to closing, offering customizable templates, a content library for consistency, and permission controls for asset management. Its reporting feature provides insights into pipeline activity, optimizing team performance and proposal outcomes.
Quotes
The software enhances quotes with interactive features, allowing prospects to adjust real-time quantities and pricing. The platform's Pricing Library ensures accurate, up-to-date information, preventing errors and enabling reps to create consistent, professional proposals efficiently.
Contracts
Proposify streamlines contract creation with customizable templates and a structured approval process. The feature allows teams to collaborate through comments, ensuring quick revisions, reducing errors, and accelerating contract finalization while maintaining control over document access.
E-Signatures
The e-signature feature enables fast, secure, and legally binding document signing from any device worldwide. Its automated reminders keep the process on track while robust security protocols protect client data, ensuring compliance with global e-signature laws.
Integrations
Proposify integrates with CRMs like Salesforce and HubSpot to streamline proposals and monitor engagement. Payment requests can be processed through Stripe, supporting global transactions. Similarly, the platform's API enables customized integrations to enhance workflow efficiency.
Pros And Cons of Proposify
Pros
Quick and easy to use
Ensures consistency in changing business environments
Streamlines quotes, contracts, and proposals
Supports remote collaboration
Cons
Software updates can cause temporary slowdowns
The mobile app is not ideal for creating proposals
Page builder can be difficult to use
Proposify Reviews
Total 10 reviews
4.9
All reviews are from verified customers
Rating Distribution
5
Stars90%
4
Stars10%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Drew H.
Sales, 11-50 employees
“It offers flourishing Proposals”
Pros
Proposify is a very easy platform with support agents available to assist whenever issues arise. The tech support team is knowledgeable, friendly and quick to respond.
Cons
Client profiles are limited especially for planners. I would prefer if planners had a separate client profile that allowed me to add multiple clients under them.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Verified User
Architecture and Planning, 11-50 employees
“Proposify is a favorite of sales teams”
Pros
It has been a huge asset for our sales team, helping them streamline the process of creating and tracking proposals. The Salesforce integration means updates are made in just one place and with the help of our Awesome Admin, they can easily track proposal progress within Salesforce. Marketing also loves it as they can maintain consistent branding in the templates and boilerplates.
Cons
It would be helpful if it offered custom notifications or alerts such as when it's been a set number of days since the proposal was last viewed. This would help our team follow up more efficiently on outstanding proposals.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Danny M.
Owner - Chief Marketing Officer, 11-50 employees
“Use proposify or miss out”
Pros
After going through the prospecting and discovery stages, I can't afford to use a subpar app at the proposal level. That's why I rely on it.
Cons
I like everything about it. Last year, I closed 20 deals using it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What other apps does Proposify integrate with?
Proposify supports integrations with several third-party applications, such as ActiveCampaign, Agile CRM, Aspire, HubSpot, Insightly, Mailchimp, Nimble, Nutshell CRM, Pipedrive, Salesforce, and Zoho.
Who are the typical users of Proposify?
Proposify supports sales, marketing, and IT/operations teams in managing sales across various industries, including agencies, consulting, IT and software, landscaping, janitorial, and construction and restoration.
What types of pricing plans does Proposify offer?
Proposify offers a scalable pricing structure with three plans: Basic at $29/month, Team at $49/month, and Business at $65/month, catering to solo entrepreneurs and large enterprises. Request a detailed Proposify cost analysis to select a plan that best fits your business.
Does Proposify offer an API?
Yes, Proposify provides API access.
What language does Proposify support?
Proposify supports around 15 different languages.
Does Proposify have a mobile app?
Yes, Proposify offers a dedicated mobile application for iOS and Android devices.
What level of support does Proposify offer?
Proposify provides various support options, including phone, Zoom, a help center, and a knowledge base.