Proposify Reviews in March 2025: User Ratings, Pros & Cons

"Like the interfacing with Hubspot and the tracking info - knowing when a customer views the proposal"

What do you like best about Proposify? It's fairly simple to use once you learn the interface. What do you dislike about Proposify? I would like to see the interface be more intuitive; sometimes it's hard to find where things are located. We do get complaints from customers who would like to see all the pricing on one page. What problems is Proposify solving and how is that benefiting you? integrating with hubspot and the tracking of when a user views the proposal

"Proposify provides an easy and visually impressive opportunity to present proposals."

What do you like best about Proposify? The tool is simple to understand. I can ue prior proposals to build off of to expedite my process while maintaining quality. The customer service is responsive, helpful, and kind. What do you dislike about Proposify? The formatting can be tricky, but that is usually due to my errors, not a design/program flaw. What problems is Proposify solving and how is that benefiting you? Proposify allows me to present visually impressive proposals to my clients. ...

"Works well across all company verticals"

What do you like best about Proposify? Proposify is really easy to use. Simple, concise, and efficient. We use this across all of our different company verticals and it works incredibly well. Switching between verticals (contract types) is very smooth. What do you dislike about Proposify? This is a frustration from our branding department, but it can be challenging to update the branding of proposals. What problems is Proposify solving and how is that benefiting you? Ease of signing ...

"Prosperous Proposals"

What do you like best about Proposify? A user friendly platform with agents on hand to assist when issue arise. Tech agents are informative, kind and very responsive. What do you dislike about Proposify? Client profiles are limited especially for planners. I would prefer Planners have a seperate client profile that allows me to add mulitple clients under them. What problems is Proposify solving and how is that benefiting you? Obtaining contract agreements and offering visual representations ...

"Simple to create professional and e-signable proposals"

What do you like best about Proposify? With the library of content and the simple drag-and-drop nature of Proposify, I can quickly create a wide variety of documents and proposals that look extremely professional. It is simple to add a signature or initial field. I can knock out proposals in a minute that used to take 15 minutes. What do you dislike about Proposify? There is a learning curve to the software (as there is with any new technology that you might adopt). There are some QoL ...

"Proposify Toolkit"

What do you like best about Proposify? Proposify, organizes everyhting that I am doing into a concise easy to use process. It has been a big help to me in colaborating with team members remotely on many projects, where we can discuss and modify sections all at the same time. I really have learned to enjoy the product flexibilty. What do you dislike about Proposify? If delete something inadvertently, it has at times been frustrating that there is no previous button function to bring back ...

"Its very simple and easy to use"

What do you like best about Proposify? Its pretty easy to use. I use it on a daily basis at work. What do you dislike about Proposify? Nothing really. Seems pretty good. Nothing i wouldnt change honestly. What problems is Proposify solving and how is that benefiting you? It makes the documents that we send to our clients look very simple but professional.

"Great tool"

What do you like best about Proposify? This is one of the best tools for sending agreements I have ever used. We've tried a few others and this one is the best by far. Very happy to recommend this to anyone! What do you dislike about Proposify? The downsides of proposalfy are that they got rid of the follow-up feature. you use to be able to schedule reminders for when you want the tool to send reminder emails. What problems is Proposify solving and how is that benefiting you? this is ...

"Proposify is an awesome sales tool!"

What do you like best about Proposify? It makes proposals very professional and sets you apart from competitors. What do you dislike about Proposify? Takes a bit of effort to really get the hang of it. What problems is Proposify solving and how is that benefiting you? Getting out quality proposals and reports to my clients. It also allows me to see which parts of the proposal they are spending the most time reviewing.

"I am Business Development for WhatTheyThink and use Proposify everyday"

What do you like best about Proposify? Easy to use with our templates and it allows advertisers to pick and choose the options we give to them What do you dislike about Proposify? I don't dislike anything because it is easy to use and the advertisers like it What problems is Proposify solving and how is that benefiting you? Easy to use and allows our advertisers to pick and chose what they want from their proposal. I am allowed to give them different advertising opportunities and they can ...