Proposify
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SoftwareWorld Editorial Review
Why SoftwareWorld Chooses Proposify
"Sales teams and agencies that send proposals regularly tend to find Proposify quite useful. It helps create and manage proposals in a more organized way, reducing the back-and-forth that usually comes with manual document handling. Tracking when clients open or review a proposal is a practical benefit that helps teams follow up at the right time. However, very small businesses or freelancers with simple quoting needs may find the pricing harder to justify."
Decision Snapshot
Proposify Evaluation Snapshot
Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.
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Trust & Transparency
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Editorial Independence
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Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
Proposify Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose Proposify
Problem it Solves
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Streamlining The Proposal Creation And Approval Process For Businesses
Target Users
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Small Business Owners
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Sales Teams
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Marketing Professionals
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Freelancers
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Project Managers
Core Use Case
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Create Professional Proposals
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Customize Proposal Templates
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Track Proposal Status
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Collaborate With Team Members
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Analyze Proposal Performance
USP
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Streamline Proposals Effortlessly With Proposify's Intuitive Platform
Pros
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Clean drag-and-drop editor makes building proposals genuinely fast
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Legally binding e-signatures come built-in without third-party add-ons
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Clients can comment directly inside the proposal before signing
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Real-time notifications tell you exactly when prospects open documents
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Template library covers dozens of industries right out of the box
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Detailed analytics show which proposal sections prospects spend time on
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CRM integrations with HubSpot and Salesforce work reliably well
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Approval workflows help agencies keep internal sign-offs organized
Cons
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Approval workflow options feel limited for complex multi-stakeholder deals
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Template customization hits a wall without CSS knowledge
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Pricing climbs quickly once team size grows beyond a handful
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Analytics depth leaves data-driven sales teams wanting more
Editorial Buyer Guidance
Who Is Proposify Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Streamlining The Proposal Creation And Approval Process For BusinessesTarget Users
- Small Business Owners
- Sales Teams
- Marketing Professionals
- Freelancers
- Project Managers
Core Use Cases
- Create Professional Proposals
- Customize Proposal Templates
- Track Proposal Status
- Collaborate With Team Members
- Analyze Proposal Performance
Unique Selling Point
Streamline Proposals Effortlessly With Proposify's Intuitive Platform
Strengths and Limitations
Proposify Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- Clean drag-and-drop editor makes building proposals genuinely fast
- Legally binding e-signatures come built-in without third-party add-ons
- Clients can comment directly inside the proposal before signing
- Real-time notifications tell you exactly when prospects open documents
- Template library covers dozens of industries right out of the box
- Detailed analytics show which proposal sections prospects spend time on
- CRM integrations with HubSpot and Salesforce work reliably well
- Approval workflows help agencies keep internal sign-offs organized
!
Cons
- Approval workflow options feel limited for complex multi-stakeholder deals
- Template customization hits a wall without CSS knowledge
- Pricing climbs quickly once team size grows beyond a handful
- Analytics depth leaves data-driven sales teams wanting more
Sponsored Products
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Sponsored placements are paid positions and do not influence Proposify profile information, SoftwareWorld’s editorial assessment, or user reviews.
Category-Based Capabilities
Proposify Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Contract Management Software 17 selected features Open category ↗ ⌄
Version Control
Completion Tracking
Team Collaboration
Audit Trail
Contact Management
Compliance Tracking
Electronic Signature
Workflow Management
Digital Signature
Data Extraction
Customizable Branding
Pre-built Templates
Approval Process Control
Full Text Search
Document Storage
Reminders
CRM
CPQ Software 18 selected features Open category ↗ ⌄
Price and Cost Calculations
Order Management
Customizable Branding
Multi-Currency
Approval Workflow
Proposal Generation
Contact Management
Cataloging/Categorization
Renewal Management
Discount Management
Product Configurator
Quotes/Estimates
Price/Margin Management
Bills of Material
Guided Selling
Activity Dashboard
Electronic Signature
Contract/License Management
Document Generation Software 5 selected features Open category ↗ ⌄
Multiple Output Formats
Batch Processing
Collaboration Tools
Digital Signature
Templates
Proposal Management Software 15 selected features Open category ↗ ⌄
Collaboration Tools
Document Management
Content Library
RFP Management
Contact Management
Proposal Generation
Templates
Version Control
Workflow Management
Audit Trail
Automatic Formatting
Knowledge Base Management
Electronic Signature
Reminders
Approval Process Control
Quoting Software 19 selected features Open category ↗ ⌄
Client Portal
Pricing Management
CRM
Electronic Signature
Contract/License Management
Discount Management
Document Management
Cataloging/Categorization
Reminders
Customizable Branding
Third-Party Integrations
Proposal Generation
Electronic Payments
Contact Management
Activity Dashboard
Billing & Invoicing
Drag & Drop
Automated Quoting
Estimating
RFP Software 13 selected features ⌄
RFP Responding
Bid Management
Due Date Tracking
Vendor Management
Progress Tracking
Task Management
Collaboration Tools
Knowledge Library
Data Import/Export
RFP Creation
Templates
Requirements Management
Content Management
Sales Content Management Software 8 selected features Open category ↗ ⌄
Email Management
Personalization
Audio/Video Recording
Collaboration Tools
Sales Onboarding & Training
Engagement Tracking
Video Support
Audio File Management
Connected Applications
Proposify Integrations
Integration information is displayed only when approved integration products are available on the profile.
Microsoft Teams
Google Analytics
HubSpot CRM
Salesforce Sales Cloud
QuickBooks Online
Slack
Zapier
Xero
PandaDoc
Pricing Information
Proposify Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Basic
$29
Per User
Team
$49
Per Month
Business
$65
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Verified User Feedback
Write a Proposify Review ↗
Proposify Reviews
Approved reviews submitted through verified Google or LinkedIn reviewer accounts.
Damien B.
Creative Director
Quite an effective proposal management solution
I find this proposal management platform to be quite effective for quickly generating proposals and contracts. It enables me to create proposals in no time, which is a significant advantage.
Reviewed on September, 2024
Vicki L.
Senior Solution Executive
Fantastic Experience So Far
As someone who is still new to it, I appreciate how easy it is to navigate. I particularly enjoy receiving notifications when a client reviews my proposals, which keeps me informed. At this point, I have no complaints or complications with the service, and I look forward to exploring more of its features as I continue to use it.
Reviewed on September, 2024
James H.
Workplace Solutions
Capable platform
Proposify has ability of having a repository of past proposals which makes it easy to duplicate submissions quickly and I also like the ability to access known contacts and companies. After establishing a Word template for customizing the scope of work, creating a PDF has streamlined the process significantly.
Reviewed on September, 2024
Nathan A.
Regional Vice President
Preety Impressive Tool
I really appreciate how I can create pricing tables and templates within a proposal, allowing for further customization with added personalization.
Reviewed on September, 2024
Cindy Jennings, CTS M.
Vice President
Smooth experience with this tool
Proposify ensures consistency in branding and language making it easy for my prospects to read and respond to proposals. The platform has become an invaluable part of my sales toolkit, and I've noticed a significant increase in my close rate.
Reviewed on June, 2020
Danielle O.
Technical SEO Manager
Excellent Proposal Management Software
Proposify is an excellent resource for managing the proposal process. I love the ability to track proposals in real-time, allowing me to see when clients are viewing them and their status, whether gained or lost.
Reviewed on February, 2020
Alternative Products
View All Proposify Alternatives ↗
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Frequently Asked Questions
Proposify FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Proposify is a powerful proposal management software designed to streamline the creation, management, and tracking of business proposals for organizations. This platform provides users with a comprehensive suite of tools for creating visually appealing proposals, tracking client interactions, and analyzing proposal performance, ensuring that organizations can close deals efficiently. Users can easily customize templates, collaborate with team members, and include multimedia elements in proposals, enhancing presentation quality and engagement. Proposify includes features for managing approvals, setting reminders, and generating reports on proposal metrics, providing valuable insights into sales performance. The software’s user-friendly interface and mobile compatibility ensure that sales teams can access critical information anytime, anywhere, improving responsiveness. By leveraging Proposify, organizations can enhance proposal efficiency, improve client communication, and ultimately drive revenue growth.
- No, Proposify does not offer a free version.
- Yes, Proposify offers a free trial.
- No, Credit Card details are not required for the Proposify trial.
-
Proposify offers the following pricing plans & packages:
Basic
$29 Per User
Team
$49 Per Month
Business
$65 Per Month
-
Proposify supports the following payment frequencies:
- Monthly Subscription
- No, Proposify does not offer an API.
-
Proposify can be integrated with the following applications:
- Salesforce Sales Cloud , QuickBooks Online , Xero , HubSpot CRM , Slack , PandaDoc , Microsoft Teams , Zapier , Google Analytics
-
Proposify offers support with the following options:
- Email , Chat , Knowledge Base , FAQs/Forum
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Proposify offers training with the following options:
- Live Online , Webinar , Documentation , Videos
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Proposify supports the following languages:
- English
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Following are the typical users of the Proposify:
- Self-Employed , Small-Business , Midsize-Business
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Proposify supports the following deployment:
- Cloud Hosted
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Proposify supports the following devices and operating systems:
- Web-Based , iPhone , Android
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Product Comparisons
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