Proposify

(91)
4.7 out of 5 stars

Proposal software that's made for agencies. Proposify streamlines your proposals in the cloud and helps you win more projects.

Work for Proposify?
Proposable 2x

Learning about Proposify?

We can help you find the solution that fits you best.

Find the Right Product

Proposify Reviews

Ask Proposify a Question
Write a Review
Filter Reviews
Filter Reviews
  • Ratings
  • Company Size
  • User Role
  • User Industry
Ratings
Company Size
User Role
User Industry
Showing 91 Proposify reviews
LinkedIn Connections
Proposify review by <span>Mark D.</span>
Mark D.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Winning Contracts with Consistency

What do you like best?

Proposify is simple and easy to use while giving us the ability to replicate previous proposals that have a similar scope of work. The asset database and customizable features are super easy to navigate and inject into our proposal flow, pair that with trackable client activity and you have a perfect system. Our potential clients regularly comment on Proposify and how easy it is to navigate, this gives us a leg up while saving us literally countless hours of time developing complex proposals. The ability for us to inject contracts, signing capabilities, previous content, budgets and timelines make Proposify a natural choice for anyone looking to save time and effort while delivering style and technology to the table. Proposify has one us over $500,000 dollars in business since we have started using the system over two years ago, you simply cannot argue with our closing rate. As a small to medium agency Hero Creative has saved literally hundreds of hours, this directly translates into our company saving money.

What do you dislike?

Perhaps the next evolution for Proposify will be to dip into the template arena and allow clients to access a preset database of template designs. Automation would be cool, for example, if we loaded in a client scope of work and the system pre-populates that would make each proposal feel less like a copy and paste from a previous version. The system in the past has been a little buggy but it seems like they have fixed those issues, and actually if we refreshed the browser it always fixed the issues. The last pain-point for use is clicking around can sometimes feel a little cumbersome, feels like a small amount of UX help would set this off.

Recommendations to others considering the product

If you are considering Proposify, I would highly recommend making sure your content, look and feel are on point prior to entering into the system. We are lucky in that we have a content person and a graphic designer on our team so creating visually compelling proposals came pretty natural to us but I can see how for some this might be a large gaping hole. They do make it easy as they have some templates available so thats good!

What business problems are you solving with the product? What benefits have you realized?

Time saving, trackable results period. If we tracked the amount of time our last proposal writing system would take per proposal we were in at about 3 to 4 hours and for Hero Creative that equates to time lost. With Proposify, we can scope out a proposal to completion sometimes within 30-40 minutes. Our proposal look cool, clients love them, they are simple and easy to use and the contract is right in there. Proposify has easily saved us probably over $40,000 in two years and we have gained back roughly 400 hours during that time. Proposify has also solved our ability to give the system over to other team members who can then easily write and produce a proposal which then moves into copywriting internally. So they have also given us the ability to cross team collaborate on proposals, so thats pretty cool also.

Sign in to G2 Crowd to see what your connections have to say about Proposify
Headshots
Proposify review by <span>Chris D.</span>
Chris D.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Very good. Solves our problem for creating templates and having clients sign them.

What do you like best?

I have been using Proposify for about a year, and the proposal templates are a huge time saver. In addition, using templates reduces the risk of errors creeping into proposals. Another huge timesaver is the ability for a client to sign a proposal online – much easier than emailing pdf docs around. Also love the ability to see how long a client spent on each section in the proposal. Visual presentation of the proposal is top notch, e.g. fonts, graphics, tables, and the proposal’s table of contents work well.

I REALLY like the way Proposify allows us to have any number of user accounts; it is licensed by the number of active proposals. This means any number of sales support people, assistants etc. can have accounts and contribute to a proposal.

What do you dislike?

Would like Proposify to track individual users viewing the proposal (currently you have to look through the activity list to see this). While it is adequate, the editor could be improved.

Recommendations to others considering the product

A huge timesaver for creating and managing client proposals. License structure and price are excellent value for money.

What business problems are you solving with the product? What benefits have you realized?

Great timesaver with client proposals.

What Proposal solution do you use?

Thanks for letting us know!
Proposify review by <span>Dan C.</span>
Dan C.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Significantly improved turnaround time, revenue, close rate and service

What do you like best?

End to end management of proposals that my prospects actually read. The fact that my close rate has gone up by about 40% since I started using Proposify for all my proposals.

Spending the time to set it up pays huge dividends in the long-term

What do you dislike?

It's not great for mobile, no apps for Android or IOS and the proposals don't adapt to smaller screen-sizes as well.

Creating consistent layouts across each proposal can be a bit fiddly and sometimes different modules don't always save or refresh straight away.

What business problems are you solving with the product? What benefits have you realized?

Efficient proposal submission, tracking, signing and analysis.

Once I got my core proposals setup how I need, sending new proposals for services has been a breeze and sets a good example. This tool (as with most) is a bit long-winded if you need to do custom proposals every time, but even then, it is still much quicker than the traditional creation process.

Being able to e-sign contracts has made turnaround time much quicker too.

I've also had several positive comments from prospects about the fast turnaround, professional quality and my approach in general (which proposify has significantly helped to automate)

Proposify review by <span>Lisa L.</span>
Lisa L.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Professional Business Proposals in Minutes

What do you like best?

Proposify has made quick work of creating custom quotes that our customer service team can send out to our guests. The proposals are gorgeous, well-organized, easy to navigate, and have made the job of returning requests for proposals so much easier.

What do you dislike?

The only thing I've disliked so far is that we keep having to increase the threshold for our subscription. We've received a greater volume of business and conversions in part because of Proposify.

Recommendations to others considering the product

This program is so helpful and especially useful when you have a number of components to manage. We offer over 25+ tours and activities along with transportation, lodging, and dining. Being able to have ready-to-use templates and fees has saved us so much time - I can't believe how much time we were wasting before. This product is well worth its cost.

What business problems are you solving with the product? What benefits have you realized?

With Proposify we've solved repetitive emails, billing calculation errors, spelling & grammatical issues, and we're better utilizing our time to actually help guests instead of typing up proposals. We're better able to track sales conversions on custom packages across multiple offices which has also saved us time.

Proposify review by <span>Austin S.</span>
Austin S.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Proposify enhanced our collaboration, tracking and professionalism.

What do you like best?

I love having a centralized platform for our company to come together where all of our deals come together. It is equally helpful also to see what deals didn't get signed, so we can improve as a group. We are still early stages using Proposify as a group and transitioning from using powerpoint (which was really rough) but so far it has elevated our presentations. Unbelievable customer service through Intercom, which is so very helpful. Thank you!

What do you dislike?

I would like to see a bit more mobile-friendly application. Right now it renders it in a way where you have to zoom in to see properly, but the functionality of exporting to a PDF is more important - so I understand the limitations. I would also like to see increased support for the quickbooks integration, on par with HubSpot support. That would streamline efficiency even more so.

Recommendations to others considering the product

If you're coming from PowerPoint, you'll be blown away. Double check integrations with your CRM and your accounting software to make sure you get maximum value out of the product - it makes life so much easier after a bit of setup time.

What business problems are you solving with the product? What benefits have you realized?

Mainly, documentation. It allows us to put together a summary of all of the creative we pitched to each client and that allows us to backup our scopes of work. The templating of course is great, because there are many projects we pitch often, especially in regard to existing business. Integration with Quickbooks was a must, to streamline our accounting and invoicing processes - however I would love to see more support there!

Proposify review by <span>Maureen H.</span>
Maureen H.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Knowledge is Power

What do you like best?

Our proposals are slick, consistent, easily prepped and sent out the door when the client is ready. That's often 5 minutes before you're going out the door on a Friday night... but it only takes 5 minutes! Information is king. No more wondering if they got it, if they read it and are they interacting with it. You can track so easily. The angst is gone. For me, being able to see when a client circles back to a proposal after you think it's dead in the water- invaluable.

What do you dislike?

There are a few minor hiccups with the interaction between Proposify and Hubspot when accessing contacts for proposals. I feel confident they're on it. Also, if you've customized an email then have to circle back to edit after sending a test email- your crafty email is gone. Have to copy and paste to hang onto it. Also- we did have some challenges with the service on the help option but it's improving!

Recommendations to others considering the product

Definitely worth every penny!

What business problems are you solving with the product? What benefits have you realized?

No more guesswork

consistent proposals no matter who preps them

Customized and slick

Kate avatar
Kate from G2 Crowd

Learning about Proposify?

I can help.
* We monitor all Proposify reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.