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Proposify Logo
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Proposify Inc.

Proposify

Composite Score
7.7 /10
CX Score
7.6 /10
Category
Proposify
7.7 /10

What is Proposify?

Proposify is the proposal software that gives you control and insight into the most important stage of your sales process: the close. From design to sign-off, get the confidence and consistency to close your deals.

Company Details


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Awards & Recognition

Proposify won the following awards in the Proposal Management category

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Proposify Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Proposify.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

87 Likeliness to Recommend

1
Since last award

85 Plan to Renew

1
Since last award

85 Satisfaction of Cost Relative to Value

1
Since last award


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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+81 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Proposify?

0% Negative
17% Neutral
83% Positive

Pros

  • Security Protects
  • Reliable
  • Performance Enhancing
  • Enables Productivity

Cons

  • Under Delivered

Feature Ratings

Average 89

Share & Track

93

E-Signature

92

Document Management

91

Project Management Workflow

91

Notifications

91

Templates

91

Dashboard and Analytics

90

Integrations

90

Content Residency

90

Contract Management

89

Pricing Estimate

87

Vendor Capability Ratings

Average 85

Ease of Data Integration

92

Business Value Created

91

Ease of Implementation

91

Ease of IT Administration

90

Vendor Support

89

Ease of Customization

88

Quality of Features

85

Availability and Quality of Training

83

Breadth of Features

79

Product Strategy and Rate of Improvement

77

Usability and Intuitiveness

77

Proposify Reviews

Derek S.

  • Role: Industry Specific Role
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jun 2023

Easy to use with occasional issues. Smaller team.

Likeliness to Recommend

8 /10

What differentiates Proposify from other similar products?

Cost and smaller team that is easier to get in contact with

What is your favorite aspect of this product?

Templated proposals has reduced our time in creating a proposal from a few days to hours.

What do you dislike most about this product?

The text editor can be a bit rough sometimes. Things will disappear and you have to reload the page to see them. Sometimes it feels like you are editing in Microsoft Word when you make a small change and it affects every page in the proposal.

What recommendations would you give to someone considering this product?

Definitely try it out. It works well for smaller businesses

Pros

  • Reliable
  • Saves Time
  • Respectful
  • Transparent

Cons

  • Inhibits Innovation
  • Slower Product Innovation
  • Under Delivered

Matt W.

  • Role: Sales Marketing
  • Industry: Media
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jun 2023

Easy to use, a bit clunky, but overall a lifesaver

Likeliness to Recommend

7 /10

What differentiates Proposify from other similar products?

Easy integration with CRM (HubSpot) Frequent updates and great communication on upcoming features Great support team - willing to listen to your experience with the software and are dedicated to improving it - and making sure you feel heard!

What is your favorite aspect of this product?

Ability to collaborate with team members to jointly build proposals Template editor allows mass production of proposals, saving lots of time Ability to integrate presentation, negotiation, and signatures into one space is very convenient

What do you dislike most about this product?

Proposal editor is clunky and very buggy - a bad look for a product that centres around being used for proposals Notifications for viewing a proposal can be inaccurate

What recommendations would you give to someone considering this product?

Be patient with the proposal editor, and save often! Make sure to also lock any elements you’re certain you won’t need to edit. This will help avoid many mistakes and headaches

Pros

  • Efficient Service
  • Caring
  • Saves Time
  • Respectful

Cons

  • Commodity Features
  • Vendor Friendly Policies
  • Vendor's Interest First

Chuck B.

  • Role: Sales Marketing
  • Industry: Other
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jun 2023

Keeps my proposals organized

Likeliness to Recommend

10 /10

What differentiates Proposify from other similar products?

The tracking is top notch and it prints well. Multiple ways to send a proposal.

What is your favorite aspect of this product?

The ability to make my own custom templates. and the tracking and notifications when a prospect interacts or signs my proposals.

What do you dislike most about this product?

Bit of a learning curve. Pasting text from a Word document always leaves random spaces between some words.

What recommendations would you give to someone considering this product?

Take the time to learn it and establish your templates. Make folders to organize your templates.

Pros

  • Reliable
  • Performance Enhancing
  • Enables Productivity
  • Trustworthy

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