Proposify Professional, Scientific, and Technical Services Reviews & Insights

Score9.9 out of 10

49 Reviews and Ratings

Community insights

TrustRadius Insights for Proposify are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

Proposify has proven to be a valuable tool for users across various industries, offering a range of use cases that have streamlined the proposal creation process. Users have praised the platform for its ability to create and customize proposal templates quickly and accurately, resulting in significant time savings and improved proposal quality. The sales department, in particular, has found Proposify beneficial for delivering dynamic proposals and creative decks to customers, even in remote settings. Collaboration on proposals is made easy with Proposify's features, allowing for easy tracking of progress and providing a centralized dashboard for uniformity and progress monitoring.

Proposify's versatility extends beyond traditional proposals, as it is also used for various agreements and contracts such as independent contractor agreements, NDAs, project agreements, and project contracts. These documents can be created with professional-looking templates that are customizable to each user's specific needs. Additionally, Proposify enables the hosting of videos directly within proposals, enhancing the presentation of ideas.

Small businesses have recognized the value of Proposify in creating customized proposals quickly and accurately tracking their pipeline. By replacing chaotic systems of creating and tracking proposals, Proposify offers a library of reusable information snippets and streamlines the approval process. The software has become an integral part of business development teams' workflow, facilitating the drafting, revision, and finalization of statements of work with clients. It also assists in tracking project scope, compensation details, and deliverable timings.

Web design agencies have found Proposify particularly useful for sending proposals and contracts to clients. They can start from saved templates and make adjustments as needed to meet specific client requirements. The software allows for visually appealing proposals that track views and interactions while facilitating online signing.

Proposify also caters to companies aiming to present services clearly with a professional layout that eliminates misunderstandings and improves the chances of securing new business. Its pre-designed templates cover different industries and combine marketing plans with legal documents into all-in-one documents. Users appreciate the software's ability to track proposals through the process and facilitate electronic signatures.

While users have reported positive experiences with Proposify, some challenges have arisen. Occasionally, fitting all content on each page has proven difficult, and glitches have been encountered. However, loyal customers have remained with the company for years, demonstrating their commitment despite these issues. One area where users have expressed frustration is the limited window of only 5 days to download and archive proposals after the agreement ends. This policy has been perceived as a waste of time and an inconvenience for users.

Users have also utilized Proposify to build various marketing materials and business collateral. The software's real-time updates have been highly appreciated, allowing users to see changes immediately and collaborate more effectively. Despite its strengths, some challenges have been reported by users. For instance, fitting all the content on each page can be difficult at times, leading to occasional formatting issues. Additionally, a few users have encountered glitches while using the platform.

One point of contention among users is the company's policy of only allowing a 5-day window to download and archive proposals after the agreement ends. This limited timeframe has been viewed as a waste of time and an inconvenience for users who prefer to store their proposals for longer periods.

Overall, Proposify has demonstrated its value across industries and departments. From creating customized proposals quickly to tracking progress and facilitating collaboration, the software has become an essential tool for businesses of all sizes. While there may be some areas for improvement, users appreciate the professional experience it offers recipients and the time-saving benefits it provides in the proposal creation process.

Proposify Reviews

15 Reviews

Professional, Scientific, and Technical ServicesManagement Consulting1Marketing & Advertising12Design1Graphic Design1

Proposify does one thing very well: Proposals

Rating: 10 out of 10

Incentivized

June 1, 2023

Use Cases and Deployment Scope

We use Proposify for client contracts and project proposals. Proposify makes it easy to implement, and the experience for the person receiving it is very professional. It's easy for them to sign and makes a strong impression. On the back end, it makes tracking proposals easy for us. The whole system is well thought out and easy to use.

Pros

creating proposals
sending proposals
signing proposals

Cons

The edit interface when creating proposals or templates has improved over the years but still has room for improvement. It could be more intuitive.

Likelihood to Recommend

We use proposals for client contracts. They are several pages long with a lot of legalese. We also use them for NDA contracts with clients. Mainly we use Proposify for client project proposals. The proposals include description, main project points, price, timing, scope, process, cost, and everything the client can expect. I like that we were able to design a custom cover for our proposals. Proposify does one thing very well and that is proposals. I like that it doesn't try to be everything.

Verified User

C-Level Executive in Corporate (Graphic Design company, 1-10 employees)

Vetted Review

3 years of experience

Proposify is not good for businesses who plan on creating lots of proposals. Huge Liability - Stay Away.

Rating: 1 out of 10

Incentivized

October 6, 2022

Use Cases and Deployment Scope

Our company used Proposify for creating proposals for years - at least 4 years, but I believe since they opened. We send out many proposals like most companies do. How is it that when we decide to change platforms they force us to manually download each proposal and all of our Client data, one client and one proposal at a time? That's absolutely ridiculous! We are allowed to bulk delete records, but they can't build in a feature to allow previous clients the option to bulk download. Here's where it gets really frustrating: They immediately delete everything the moment your agreement is up. That gives us, in this particular case ONLY 5 DAYS to download hundreds of proposals and archive them ourselves. Such a huge waste of time and a completely petty and spoiled way to act as a company. They lost any hope of us coming back, ever. I would rather snail mail agreements at this point with how frustrated I am with Proposify. Proposify is not a good option. We stayed with them for years while they worked out bug after bug - we were loyal and complained very little if at all.

Cons

The Platform Has No Bulk Export - This is Major Issue
The Platform Is Buggy and Difficult
Support Is Unhelpful and Unconcerned
They Immediately Delete All Data Upon Cancellation

Likelihood to Recommend

They force users to manually download each proposal and manually transfer customer data: one client and one proposal at a time. That's absolutely ridiculous! They also immediately delete everything the moment your agreement is up. That gives people almost no time to download hundreds of proposals and archive vital legal agreements - that should be illegal. Do not trust this company with your information. I also suspect anyone who works there can read your proposals, making security a big concern.

If you want a professional solution for document generation, Proposify is not it! I hope this review reaches at least one forward-thinking business owner who can avoid the massive frustration caused by not having the option to export our data in bulk. Never will use them again.

Verified User

C-Level Executive in Corporate (Marketing & Advertising company, 11-50 employees)

Vetted Review

4 years of experience

Proposify helps you look creative and saves time

Rating: 7 out of 10

Incentivized

May 12, 2021

Use Cases and Deployment Scope

We use Proposify to house various templates and product/service snippets to create proposals for our company. The sales department uses this tool to assist in delivering dynamic proposals and creative decks to customers. Even before COVID-19, we found it helpful and time-saving to quickly create proposals that we could show to a client via a video meeting. More so, the ability to quickly change assets is a plus, once learned how to.

Pros

UX UI
Move templates and assets in/out of a proposal
Manage directories to store assets

Cons

UI has some bugs in creating proposals
Up-front billing and removal of team members
Compression of proposals for export

Likelihood to Recommend

It is costly to properly set up Proposify and retain its use ongoing. If you have a plan to implement your proposals you can get some good cost-saving use from it. I cannot stress enough to have your assets, graphics, and snippets ready before you start. I also recommend that you fully understand templates and asset library or you will quickly be overwriting templates and themes with client-specific verbiage.

Dwight Zähringer

Founder in Corporate at Trademark Productions, Inc (Marketing & Advertising, 11-50 employees)

Vetted Review

5 years of experience

View profile

Create Great Proposals With Proposify

Rating: 9 out of 10

Incentivized

September 18, 2020

Use Cases and Deployment Scope

We use Proposify to create, edit, and send client proposals to gain new work for our agency. We create various types of sheets to personalize and customize for each proposal that we send out. It's a team effort. Everyone from management to marketing and design and account executives uses this software and adds their input.

Pros

Organization
Creates proposals
Sends proposals

Cons

Design editor
Overall layout
Ease in creating proposals

Likelihood to Recommend

Proposify is best suited for freelancers, entrepreneurs, and businesses of any size who want to professionally create and send project proposals to potential and current clients. This helps you stand out from the crowd with the look of how you present your services and lets you see if and when they open the proposals.

Verified User

Employee in Marketing (Marketing & Advertising company, 11-50 employees)

Vetted Review

2 years of experience

Easy to use templates for proposals and marketing documents

Rating: 7 out of 10

Incentivized

November 5, 2019

Use Cases and Deployment Scope

Proposify is used by my company for creating detailed proposals and contracts. It allows us to create an all-in-one document to show to potential clients who we want to give a marketing plan as well as a legal document. Proposify has templates for different industries which allows you to have the legal jargon in place so you do not have to worry about it yourself. Of course, have your own lawyer look over things.

Pros

Pre-made proposal and contract templates for different industries.
Easy to insert custom branding so your documents stand out.
You are able to sign the document via your computer so you don't have to worry about faxing or printing out documents.

Cons

Inside of the templates can be finicky. It's easy to get the document unaligned.
Making the document a bit more user-friendly when creating it. The interface feels a bit out of date when designing it.
Pricing is high.

Likelihood to Recommend

If you are a business that often sends out proposals and other marketing documents that need online signatures then it doesn't get much easier than Proposify. I wouldn't pay for it if I didn't send out contracts monthly.

Shawn Goumaz

Virtual Assistant in Marketing at Wildgoose creatives (Marketing and Advertising, 1-10 employees)

Vetted Review

2 years of experience

Create proposals in minutes!

Rating: 8 out of 10

Incentivized

October 30, 2019

Use Cases and Deployment Scope

I utilize Proposify to create a step by step plan that explains how my company can benefit them. With Proposify I was able to quickly and easily create templates with my personal branding that I can use over and over. Then you are able to easily send your proposal AND contract over To your potential client.

Pros

Easy to use pre-made contracts.
Easy to use pre-made proposals.
Easy to use pre-made templates.
Easy storage for your contracts.
Easy for clients and users to sign contracts.

Cons

Pricing feels a little high if you aren’t sending out contracts monthly.
The billing tables inside of their proposal are a little confusing and difficult to use.

Likelihood to Recommend

If you are a freelancer or small online business that needs to send out proposals that require signature then Proposify might be right for you. It’s no fuss and fairly easy to use. If you don’t plan on sending detailed proposals out every month then it might not be worth it to pay a monthly fee.

Brie Goumaz

Business Owner in Marketing at WildGoose Creatives (Marketing and Advertising, 1-10 employees)

Vetted Review

2 years of experience

View profile

Want to create winning proposals?

Rating: 9 out of 10

Incentivized

June 27, 2019

Use Cases and Deployment Scope

We were looking for a tool to replace our trusty but a somewhat chaotic system of creating and tracking proposals. We have kept everything within the Google Docs - enough for a few documents, but a real burden as our team grew and the number of proposals increased considerably.

We made the switch to Proposify over a year ago. We were able to build a library of re-usable snippets of information that we can quickly insert into the draft or simply edit an existing document if that's quicker.

Proposify allows us to keep everything within one document - from the initial proposal, including all the attachments and versions. The approval process now consists of a few mouse clicks and the sign-off by the clients is also just a few seconds job.

Pros

Keeping all attachments and versions in one document from start to finish.
Notifications - when the client opens/approves the proposal.
We are able to keep a consistent design for all our proposals.

Cons

The library is somewhat limited, better to be viewed as a foundation for your custom proposals.
The pricing might be a problem for companies who do not require a lot of proposals to justify the costs.

Likelihood to Recommend

Proposify is well suited for any business with a need for presentable proposals with a unified design.

It would probably not be the best fit for enterprises that require deeper integration with their CRM or those with specific workflows, or for smaller companies with only a handful of proposals to create and manage.

Adam Farrell

Head Of Digital in Sales at Noradane (Marketing and Advertising, 11-50 employees)

Vetted Review

2 years of experience

View profile

Proposify as used by Entreflow Consulting Group

Rating: 9 out of 10

Incentivized

April 22, 2019

Use Cases and Deployment Scope

Our organization uses Proposify as a way to present our services to clients, giving them a chance to review everything they are being offered and the ability to sign off on working with us right from the proposal. It is used by our department heads, and this eliminates the issue of misunderstandings. Everything the client will need to know about what we will do for them is clearly and beautifully laid out for them.

Pros

So our favorite feature is the huge time savings. If anybody's ever done proposals on Word or Excel; it’s a head wreck. Proposify is great because there are beautiful templates there ready to go, it saves you a ton of time, and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.
There are great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal and when they've signed off on it. But you can also go into the app and see how much time people are actually spending looking at your proposal.
Because you send out the proposals and you can have automated reminder emails, there’s communication back and forth within the proposal that you can have-- the clients can actually write notes back and forth. It just makes the whole thing super smooth and it integrates with most of your CRMs out there.

Cons

The startup integration is cool, but we'd like to see a little bit more love in that space. So once the Stripe payment is taken could the clients get a receipt? That might be helpful, as right now we have to go and actually manually create that in Quickbooks.

Likelihood to Recommend

This is great as a way to provide welcome packages to new clients or to kick off new projects with existing clients.

Aislinn Kenyon

Marketing Assistant in Marketing at entreflow consulting group (Management Consulting, 11-50 employees)

Vetted Review

1 year of experience

View profile

That feeling when something saves you time and makes you look good

Rating: 8 out of 10

Incentivized

November 29, 2018

Use Cases and Deployment Scope

As a small agency, I am personally responsible for new business and creating proposals. Proposify has been able to improve the quality of our proposals while saving me time in the process. What I initially underestimated was the user experience for the potential client, which ultimately improves our chances of securing the new business.

Pros

They are consistently developing the product. New templates and new pricing options recently have made it even more appropriate for us.
Love being able to track when a client comes back to a proposal and identify what sections they're spending time on. It helps to be able to reach out and answer any questions they may have.

Cons

Sometimes I find the pricing tables a little clunky.
More styling flexibility would be great.

Likelihood to Recommend

Proposify has a big range of proposal templates, so there's plenty of instances where it will be appropriate. Even if there are no ready-made templates for your specific needs, with a little work upfront, you will save a lot of time and look good doing it.

Quentin Aisbett

Digital Strategist in Marketing at OnQ Marketing Services (Marketing and Advertising, 1-10 employees)

Vetted Review

1 year of experience

View profile

Time-saving proposal generator and eSignature platform with wonky text editor

Rating: 9 out of 10

Incentivized

November 29, 2018

Use Cases and Deployment Scope

Those involved with business development use Proposify on a daily basis to draft, revise, and finalize statements of work with new and existing clients. Our account management team also uses Proposify to keep track of project scope, compensation, and deliverable timing. Proposify serves as our SOW pipeline as well as a repository active and expired contracts between our agency and clients.

Pros

Proposal templates cut down on unbillable time spent writing, revising, and executing proposals.
The electronic signature for the agreement is integrated into the statement of work, eliminating the need for multiple platforms and streamlining the deal closing process.
Provides internal visibility into pending and existing deals to those on the team who we grant access. This eliminates a lot of emails and questions about scope, compensation, and timing.
The selectable checkbox feature allows the client to select only the services they want, which reduces the need for revisions while clarifying the full range of offerings we provide.

Cons

The text editor is slow, buggy, and the Achilles heel of the Proposify platform. It got worse with the launch of their new UI.
The new interface was launched way before it was ready for prime-time. As a result, there are still quite a few bugs Proposify has yet to fix. Once you upgrade to the new interface, you can't go back.
It's not uncommon to have sections of a proposal disappear entirely from the PDF version.
Depending on the browser, formatting can be far different that the creator intended.

Likelihood to Recommend

Great for smaller agencies, or larger ones who can integrate a more robust CMS with deal pipeline functionality. It's a great stand-alone proposal generation product with an integrated docu-sign like functionality.

For larger agencies or service providers, this would not be a suitable replacement for a CMS as it's not designed to be one.

Adam Lewis

Founder in Marketing at Foghorn Labs (Marketing and Advertising, 1-10 employees)

Vetted Review

2 years of experience

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