Proposify Reviews

& Product Details

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.

Best For

Untangle your sales document process with the leading proposal.

Recommended For

StartUps
Freelancers
Small Business
Medium Business
Large Enterprise
Non-profit Organization
Personal

Deployment

Cloud, SaaS, Web-Based
Mobile - Android
Mobile - iPhone
Mobile - iPad
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux

Contact

Company Name
Proposify
Located In
Canada
Website
proposify.com

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Proposify Pricing

Starting from:

$49 /month

Pricing Model: Subscription

Free Trial
Free Version

Pricing Details:

This tool has two plans. Team for 49 USD, and Business Plan for a customizable pricing plan. For more info, check on their website.

Proposify Features

Activity Dashboard
Collaboration Tools
Contact Management
Content Management
For Sales Teams/Organizations
Reporting/Analytics
Workflow Management

Additional Features

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

Additional Features Show Less Features

Global Buzz: Proposify at a glance

4.6

Global Average Score

Score4.57/5

Reviews2,663

Customizable Templates

Users appreciate the ability to quickly create and customize professional proposal templates, saving time and improving proposal quality.
Integration Capabilities

Seamless integration with various CRMs such as HubSpot, Salesforce, and Pipedrive enhances workflow efficiency.
Collaboration Features

Proposify’s collaboration tools, including progress tracking and centralized dashboards, facilitate teamwork.
Versatility

Besides proposals, the software is effective for contracts, NDAs, and other business documents.
User-Friendly Interface

The platform is praised for its intuitive and easy-to-use interface, making it accessible even for non-technical users.

Content Fitting Issues

Some users encounter difficulties fitting all content neatly onto proposal pages.
Glitches

Occasional software bugs and glitches can disrupt the user experience.
Limited Proposal Access:

Users have only a 5-day window to download and archive proposals after an agreement ends, which can be inconvenient.
Learning Curve

Initial setup and learning how to fully utilize the software’s features can be time-consuming.
Customer Support

While some reviews highlight excellent customer service, others mention slow response times and unhelpful support.

Disclaimer

Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.