Proposify Reviews for 2025
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What is Proposify?
Proposify is Sales Acceleration and Document Management Software that addresses challenges in the sales document process. It aids growing teams by eliminating document bottlenecks and enhancing visibility during the crucial closing stage of the sales cycle.
The software resolves issues such as time-consuming proposal creation, duplication of effort, lack of visibility, and errors in documents. Proposify simplifies these problems with features like design and content templates, central content libraries, pre-approved content workflows, and streamlined proposal workflows.
With Proposify, sales reps can send winning proposals with minimal effort. The platform provides insights into the proposal’s status throughout the sales cycle, including whether prospects have viewed the proposal, which pages they’ve seen, and for how long.
Proposify enhances the client experience by offering modern proposal viewing with interactive pricing, e-signatures, and videos. The software offers customization, flexibility, and a user-friendly interface to make the proposal process efficient and visually appealing.
In summary, Proposify streamlines the sales document process by providing templates, content libraries, and analytics to improve efficiency, accuracy, and client engagement, making it an effective solution for modern sales teams.
Found in these Categories
Best For
- Small Business
- Medium Business
- Large Enterprise
Proposify Pricing
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Proposify Features
- Activity Dashboard
- Collaboration Tools
- Contact Management
- Content Management
- For Sales Teams/Organizations
- Reporting/Analytics
- Workflow Management
- Alerts/Notifications
- Product Catalog
- Document Management
- Automatic Formatting
- Customizable Templates
- Specialty Contracts
- Version Control
- Reporting & Statistics
- Real Time Notifications
- Digital Signature
- Pipeline Management
- RFP Creation
- Customizable Branding
- Activity Tracking
- Real Time Data
- Drag & Drop
- Customizable Fields
- Templates
- Third Party Integrations
- Sales Trend Analysis
- Electronic Signature
- Approval Process Control
- Pricing Management
- Price and Cost Calculations
- Document Templates
- Progress Tracking
- Access Controls/Permissions
- Search/Filter
- CRM
- Cataloging/Categorization
- Proposal Generation
- API
- Status Tracking
- Process/Workflow Automation
- Chat/Messaging
- Contract/License Management
- Template Management
- Knowledge Base Management
- Pre-built Templates
- Customizable Reports
- Document Automation
- Content Library
- Discount Management
- Product Configurator
- Configurable Workflow
- Team Collaboration
- Document Storage
- Quotes/Estimates
- Audit Trail
- Reminders
- Document Review
User Sentiment - Proposify Reviews
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Customizable Templates
Users appreciate the ability to quickly create and customize professional proposal templates, saving time and improving proposal quality.
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Integration Capabilities
Seamless integration with various CRMs such as HubSpot, Salesforce, and Pipedrive enhances workflow efficiency.
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Collaboration Features
Proposify’s collaboration tools, including progress tracking and centralized dashboards, facilitate teamwork.
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Versatility
Besides proposals, the software is effective for contracts, NDAs, and other business documents.
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User-Friendly Interface
The platform is praised for its intuitive and easy-to-use interface, making it accessible even for non-technical users.
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Content Fitting Issues
Some users encounter difficulties fitting all content neatly onto proposal pages.
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Glitches
Occasional software bugs and glitches can disrupt the user experience.
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Limited Proposal Access:
Users have only a 5-day window to download and archive proposals after an agreement ends, which can be inconvenient.
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Learning Curve
Initial setup and learning how to fully utilize the software’s features can be time-consuming.
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Customer Support
While some reviews highlight excellent customer service, others mention slow response times and unhelpful support.
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Proposify Company Details
Company Name
Proposify
Headquarters
Canada
Website
proposify.com
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