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Proposify Inc.

Proposify

Composite Score

7.7 /10

CX Score

7.6 /10

20 Reviews Write a Review

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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7 Top Rated Capabilities

12 Top Rated Features

Latest Award, 2025

2025 Emotional Footprint Champion

2025

Conflict Resolution

2025

2024 Data Quadrant Champion

2024

7 Top Rated Capabilities

14 Top Rated Features

2024

2024 Emotional Footprint Champion

2024

2023 Data Quadrant Champion

2023

5 Top Rated Capabilities

10 Top Rated Features

2023

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

E-Signature

Document Management

Project Management Workflow

Notifications

Templates

Dashboard and Analytics

Integrations

Content Residency

Contract Management

Pricing Estimate

Vendor Capability Ratings

Average 85

Ease of Data Integration

Business Value Created

Ease of Implementation

Ease of IT Administration

Vendor Support

Ease of Customization

Quality of Features

Availability and Quality of Training

Breadth of Features

Product Strategy and Rate of Improvement

Usability and Intuitiveness

Proposify Reviews

Kevin S.

Role: C-Level
Industry: Communications
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2023

I get proposals done fast.

Likeliness to Recommend

10 /10

What differentiates Proposify from other similar products?

Great templates and pricing chart.

What is your favorite aspect of this product?

I love how automated this is, and that it connects with Zoho.

What do you dislike most about this product?

Nothing. I don't dislike anything about the product.

What recommendations would you give to someone considering this product?

Build your ideal template first. You'll end up using it over and over again.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Gina B.

Role: C-Level
Industry: Consulting
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2023

Best looking proposals out there

Likeliness to Recommend

9 /10

What differentiates Proposify from other similar products?

A lot of proposal software out there are just fine to create a table and get information across. Proposify have made it so that their proposals work great, but they are designed beautifully, which is a huge advantage when you're in the design/web business.

What is your favorite aspect of this product?

Super easy to use, add pages and pricing tables. Take a template and quickly and easily make it your own.

What do you dislike most about this product?

You can't have Stripe collect both a setup fee and recurring fees in one proposal/contract.

What recommendations would you give to someone considering this product?

Definitely give Proposify a try. I'm pretty sure you'll see why they blow the other competitors at their price point out of the water.

Pros

Reliable
Performance Enhancing
Enables Productivity
Trustworthy

Martie R.

Role: Sales Marketing
Industry: Finance
Involvement: Initial Implementation

Validated Review

Verified Reviewer

Submitted May 2023

Proposify rocks! Just be sure to do the tutorials!

Likeliness to Recommend

10 /10

What differentiates Proposify from other similar products?

The dashboard reports are a game changer

What is your favorite aspect of this product?

Love the pipeline. Also how easy it is to pull content into a proposal from the document library.

What do you dislike most about this product?

The design tools are difficult to work with. If you’re not used to web or email building it’s very hard to work in proposify when you start.

What recommendations would you give to someone considering this product?

Take your time and watch the tutorials. Don’t ever rush until you’re used to the program.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

How We Deliver

Events

Proposify

What is Proposify?

Company Details

Need Assistance?

Awards & Recognition

2025 Emotional Footprint Champion

2024 Data Quadrant Champion

2024 Emotional Footprint Champion

2023 Data Quadrant Champion

Proposify Ratings

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

Emotional Footprint Overview

+81 Net Emotional Footprint

How much do users love Proposify?

Pros

Cons

Feature Ratings Average rating of all product features, some of which may not be shown below

Share & Track Share proposals with prospects, tracking the engagement and activity, also offering audit trails.

E-Signature Native e-signature capabilities and/or integrations to 3rd party e-signature solutions.

Document Management Includes features such as check-in/check-out and versioning controls on documents and artifacts.

Project Management Workflow Enabling tracking of end-end processes to complete an RFx response achieving import/export functionalities and automating project intake/delivery.

Notifications Tool alerts business of an application generated event.

Templates Tool provides a set of pre-made templates you can use and distribute instead of creating new ones for every situation.

Dashboard and Analytics Configurable, click though, real-time dashboards for in-progress and executed contracts.

Integrations The workplace platform integrates with common business applications in which users do their work, such as Office 365, G-Suite, Salesforce, and Zendesk.

Content Residency Vendor ability to store content via library to centralize, deduplicate, link, and manage answers to "common" RFx questions.

Contract Management Tracking and creation of proposals and RFP responses within the approval process

Pricing Estimate Ability to estimate rough pricing for proposals and contracts.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Proposify Reviews

Kevin S.

I get proposals done fast.

Likeliness to Recommend

Pros

Gina B.

Best looking proposals out there

Likeliness to Recommend

Pros

Martie R.

Proposify rocks! Just be sure to do the tutorials!

Likeliness to Recommend

Pros

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1
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Feature Ratings

Share & Track

E-Signature

Document Management

Project Management Workflow

Notifications

Templates

Dashboard and Analytics

Integrations

Content Residency

Contract Management

Pricing Estimate

Vendor Capability Ratings

Ease of Data Integration

Business Value Created

Ease of Implementation

Ease of IT Administration

Vendor Support

Ease of Customization

Quality of Features

Availability and Quality of Training

Breadth of Features

Product Strategy and Rate of Improvement

Usability and Intuitiveness