Proposify

Score9.9 out of 10

49 Reviews and Ratings

What is Proposify?

Proposify is an online proposal software designed to give users control and visibility into the most important stage of a sales process: the close.

From deal design to sign-off, the vendor states users get the confidence and flexibility to dominate deals, and further states users will:

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

Features include a design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, and approval workflow.

Categories & Use Cases

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Screenshot of Business Proposal Metrics

Proposal branding
Allows users to create branding rules and/or scan proposals for brand compliance.
Category average: 8.5
Proposal templates
Allows users to utilize proposal templates for standard proposal layouts, with variable fields.
Category average: 7.8
Proposal distribution
Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.
Category average: 8.7

User permissions/proposal editing controls
Users can set appropriate, granular controls over who can view vs. edit elements of proposals.
Category average: 7.5
Guided proposal creation
A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.
Category average: 7.5
Proposal automation user interface
User interface for setting up proposal automation is user friendly and easy to navigate.
Category average: 7.2

Jack Leigh View profile

Creative Director in Corporate at Eight Engines (1-10 employees employees)

Use Cases and Deployment Scope

We use Proposify for all of our pitches and quotes. We have templates set up for different sectors and clients so it’s quite easy to customize our pitches across the company whilst still keeping everything on brand and looking professional. We’re a video production agency, so being able to host videos directly in the proposals is also useful.

Pros

Templates
Video hosting.
Signing documents.
Analystics

Cons

The document design system.
Tables within documents.
Crashes

Most Important Features

Digital signatures.
Templated quotes.

Return on Investment

People often comment on how good our proposals look.
It’s streamlined proposal writing, so everyone on the team can write quotes that feel the same.

Other Software Used

monday.com, QuickBooks Online, Adobe After Effects, Adobe Premiere Pro, Celtx

Dwight Zähringer View profile

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

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

Most Important Features

Web-based SaaS
Continuity in brand and proposal delivery
Accepts digital signatures
Feedback intel on customer pages viewed, time spent

Return on Investment

Saves time in preparation for a client signature
Branding of agency
Easy to train and maintain use for sales people

Other Software Used

ActiveCollab, Final Cut Pro X, Semrush

Zach Yokum View profile

COO / Creative Director at Mileshko (11-50 employees employees)

Pros

TEMPLATES: The ability to work from customizable yet standardized templates allow for a consistent end-user experience for our clients, and elevates the perceived professionalism of our sales team.
ANALYTICS: Unlike merely sending estimates or proposals via email, the tracking analytics available within Proposify's dashboard not only enables our project managers to more strategically engage with clients, but also gives our upper management an objective way to track the effectiveness of our sales team.
EASE-OF-USE: Overall, Proposify's platform is easy to use and the UX is intuitive enough that the learning curve to use it is minimal.

Cons

CUSTOMIZATION ADDITIONS: While there are lots of customization options available, there is still plenty of room for additional integrations and customization options to be added.
GLITCHY CONTROLS: While the user interface of Proposify's design feature is fairly intuitive, some of the controls are prone to be glitchy, often requiring a refresh of the page or other clunky work-arounds.
PRICING FLEXIBILITY: In addition to the standard three package options, I would like an "a la carte" option that would allow me to adjust the base price depending of which features I would like to add/remove.

Most Important Features

Templates.
Tracking.
Online Portal.

Return on Investment

The use of templates within Proposify has empowered our sales team to reduce the amount of time it took to send out a proposal by almost 50%!
The ability to add user-selectable "add-ons" to a proposal saw a 10% increase in overall sale price.
Developing the templates within the somewhat limited parameters that Proposify's design interface offers did require some significant time from our design team.

Alternatives Considered

Microsoft 365 (formerly Office 365)

Other Software Used

Frame.io, Trello, Adobe Premiere Pro

Will Goad View profile

Director of Implementation in Professional Services at Workgroups DaVinci (11-50 employees employees)

Pros

Looks very good to clients.
Tracks when clients are viewing proposals (for how long and what pages/parts of the proposal).
Integrates pretty well with SFDC.
Presentation mode is simple and useful.

Cons

Export into Word would be useful
SFDC integration sometimes doesn’t seem to search/find contacts/opps perfectly
Some of controls (editing proposals and templates) could be more clear/intuitive
Difficult for businesses where redlined contracts/proposals may find this software does not support client/vendor collaboration

Return on Investment

Have us a more professional appearance
Allowed for easy proposal creation from established templates
Helped us understand how our proposals were being engaged with

Alternatives Considered

Adobe Acrobat DC

Usability

Other Software Used

Cirrus Insight, Salesforce.com, Camtasia, Adobe Acrobat DC, DiscoverOrg, LinkedIn Sales Navigator, Parallels Desktop

Natalie C. Winslow View profile

Co-Founder / Marketing Chief in Marketing at New Why (1-10 employees employees)

Pros

Great designs
View tracking
Immediate signing

Cons

Some of the formatting options aren't completely intuitive, especially with regards to images.

Return on Investment

We've closed more proposals using this software than we do with our PDFs.
It has saved time, which has an ROI of its own.

Usability

Other Software Used

Moz, Google Data Studio, Facebook for Business

Bidsketch

Quote Roller (discontinued)

PandaDoc

Qwilr

Proposify

What is Proposify?

Categories & Use Cases

Media

Key Features

Top Performing Features

Proposal branding

Proposal templates

Proposal distribution

Areas for Improvement

User permissions/proposal editing controls

Guided proposal creation

Proposal automation user interface

Reviews

Use Cases and Deployment Scope

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Most Important Features

Return on Investment

Other Software Used

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Most Important Features

Return on Investment

Other Software Used

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Most Important Features

Return on Investment

Alternatives Considered

Other Software Used

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Return on Investment

Alternatives Considered

Usability

Other Software Used

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Return on Investment

Usability

Other Software Used

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