
Proposify
Über Proposify
Proposify ist eine cloudbasierte Angebotssoftware, die sich für Webdesign- und Marketingunternehmen jeder Größe eignet.
Mit Proposify können Nutzer Vorschläge aus einer Reihe von Vorlagen auswählen oder Vorschläge nach Bedarf anpassen. Mit dem Angebotseditor können Nutzer Schriftarten steuern, Videos, Bilder und Formen hinzufügen, Seitenlayouts bearbeiten sowie interaktive Gebührentabellen einfügen. Alle Vorschläge können vollständig White-Label-fähig sein und interaktive Elemente enthalten. Sie sind mit mobilen Geräten kompatibel.
Die Inhaltsbibliothek von Proposify hilft Nutzern, Fallstudien, Abschnitte, Gebühren und mehr auszuwählen. Diese Elemente können über eine Drag-and-drop-Oberfläche eingefügt werden. Nutzer können die Leistung von Vorschlägen anhand von Metriken wie gewonnene und verlorene Vorschläge, angesehene Vorschläge und Anzahl der Treffer verfolgen. Proposify bietet eine Integration mit CRM-Systemen, Projektmanagementlösungen, Rechnungstools und mehr. Die Lösung enthält eine native mobile App für iOS-Geräte.
Support ist über eine Online-Wissensdatenbank verfügbar. Eine monatliche sowie jährliche Preisgestaltung sind erhältlich.











Proposify Preis
Proposify bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von Proposify ist ab 35,00 $/Monat verfügbar.
Alternativen für Proposify
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Alle Bewertungen zu Proposify Filter anwenden

- Branche: Internet
- Unternehmensgröße: Selbstständig
- Monatlich für 1-5 Monate genutzt
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Quelle der Bewertung
Helping automate my freelance business
Very positive. My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed. An impressive feature is the ability to create dynamic proposals where clients can add on options and the total sum is adjusted accordingly.
Vorteile
This is a complete package. I needed a tool that would allow me to dynamically create proposals, but also send out regular documents like NDA's to be signed digitally. Proposify solves this for me and add extra features. It is relatively easy to create a document (proposal/contract) from scratch using their design interface. Even though it is a bit unintuitive at times, it gets the job done. Creating snippets of content for later use is a definite benefit. Even better is the seemless integrations with Harvest, creating an invoice from a proposal when it is signed, and importing contacts from Harvest. This automated approach is saving me a bunch of time.
Nachteile
No integration yet with Everhour, since I was considering switching time tracking solution from Harvest. No integration with Asana to create a project within a team upon signing, but this might be (too) nice to have :)
No integration either with a tool like PieSync to import contacts in general.
Gründe für den Wechsel zu Proposify
Seemed to me as the most straight forward solution with good integrations with tools that I was already using.Antwort von Proposify Inc.
Hi Matthew, thanks for leaving us a review. So great to hear how Proposify is helping you create dynamic sales docs! We also appreciate your integration feedbackwe'll share it with our team. Happy closing!
- Branche: Geschäftsbedarf & -einrichtung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Out of Scope Reach to our Clients
The ability to build my proposal with just fews clicks and moving it directly to my client with ability to review details about how my customers view and understand from their behavior details about how they interact with it.
Vorteile
Easily to modify and build your proposal template, and easy to maintain it to deliver to your customers
Nachteile
Less relative templates of the proposals
In Betracht gezogene Alternativen
OdooGründe für den Wechsel zu Proposify
It was easier to handle my proposal building and better as cost.Antwort von Proposify Inc.
Hi Mustafa, thanks for writing us a review! We're glad to hear that you're enjoying Proposify and that the client viewing metrics are valuable (having proposal insight is such a game-changer). Best of luck with any upcoming proposals, and happy closing!
- Branche: Marketing & Werbung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
Horrible service after the sale and they hid things in their click-through TOS
It started out well until they charged me after I had already canceled. They make it impossible to cancel online through your dashboard. You can only cancel through them and they are SLOW to respond or cancel the account. Beware that they will do everything they can to keep your money even if you did cancel.
Vorteile
I liked that the program was easy to use.
Nachteile
They have the worst customer support or any company I have ever dealt with. They also hid things in their TOS that I strongly suggest you read.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
Great for small businesses developing proposals for bigger projects.
Very positive experience with support, I've had little to query as its very easy to use and customise.
Vorteile
The library of content and examples is especially helpful. We've been able to develop proposals for our product offering and customise completely for every client.
Nachteile
I would love integration between my FreeAgent.com account when a proposal has been authorised to automate the invoicing process.
In Betracht gezogene Alternativen
Better ProposalsGründe für den Wechsel zu Proposify
I spent time reviewing both and found Proposify very easy to use and customise for my needs.Antwort von Proposify Inc.
Hi Shaun, thanks for taking a moment to leave us a review. We'll be sure to share your integration suggestion with our team. Happy closing!
- Branche: Buchhaltung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Quelle der Bewertung
Great Proposal Software
I switched from PandaDoc to Proposify. It's a much better cost-benefit. There is really nothing in PandaDocs that is not in Proposify and frankly I got the hang of Proposify much quicker. Customer support is quick and very helpful
Vorteile
Its very easy to use. User interface is nice and well thought out. No real learning curve for the most part,
Nachteile
It might be nice to have a little more flexibility with the pricing charts that you lay in.
Antwort von Proposify Inc.
Hi Dorothy, thanks for leaving us a review. Welcome to the Proposify family, we're glad to have you! We're also glad to hear your feedback - our team is constantly working to make Proposify an even more powerful tool, and we genuinely appreciate any and all comments. Best of luck with any upcoming proposals, and happy closing!
- Branche: Geschäftsbedarf & -einrichtung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
My Experience Using Proposify
Vorteile
I like the electronic document signing solution
The software makes document management easy
The tool is a great CPQ
Nachteile
Not single problem with Proposify. It is quite effective.
- Branche: Luft- & Raumfahrt
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Proposify is awesome!
I’ve really enjoyed learning to use the platform and customizing for our needs
Vorteile
It has helped our organization create more professional customer facing proposals
Nachteile
This platform is really for more advanced technical users, and requires some training

- Branche: Rundfunkmedien
- Unternehmensgröße: 2–10 Mitarbeiter
- Monatlich für 6-12 Monate genutzt
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Quelle der Bewertung
Best platform for quick proposals
It's a solid proposal management platform and is good for quick proposals and contracts.
Vorteile
It allows you to create proposals very fast.
Nachteile
It feels a bit controlled and you still lose a bit of flexibility.
- Branche: Eventservice
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Best platform ever!
So far it has been fantastic, I'm still new to this platform but am enjoying the functionality.
Vorteile
It's very easy to use and I love that I receive notifications when a client reviews the proposal.
Nachteile
I have no complaints or complications with this service
- Branche: Unternehmensberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Monatlich für 6-12 Monate genutzt
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Quelle der Bewertung
Worst customer service
Just had the worst experience with this software. Terrible customer service. 😢 I was charged for a whole year renewal ($500+) and reached out as soon as I saw it on my cc (2 days later). Their response was that I was in a contract. So now I guess I have another year of super buggy proposal software that I can’t use. 🙄 I would avoid the headache, bad software, bad service.
Vorteile
Nothing, it turned out to be a pain to use and no support.
Nachteile
Buggy, difficult to use, terrible service

- Branche: Bau
- Unternehmensgröße: 201–500 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Proposify has great metrics
Our institution uses Proposify as a way to showcase our services to clients, allowing them to examine everything we offer and sign a contract with us from the proposal. It is used by other department heads, so there is no problem with misinterpretations. Everything the client needs to know about how we work for them is clearly stated and beautiful.
Vorteile
Because it sends drafts and can have automatic reminder emails, there is reciprocal communication between both sides of the draft that you can have: clients have the ability to write reciprocal notes. It just makes everything very seamless and integrates with most of your customer relationship management programs. There are wonderful, stealthy measurement methods that we love. On your smartphone, you'll get alerts through the app when someone opens your proposal and has signed. You may also log into the app and see how often people are looking at your presentation. Therefore, the most appreciated feature is the enormous amount of time saved. If someone has used word processing programs like Word or Excel, they probably have a poorly developed mind. Proposify's purpose is excellent because there are visually appealing templates ready to use, it helps you save time and is visually pleasing. We received numerous comments from our clients when we sent them alternative proposals that we thought would look amazing.
Nachteile
The initial onboarding is wonderful, however, a little more love should be shown there. After payment has been made with Stripe, could clients receive a receipt? This could be helpful, since by this time we have to do it by hand in QuickBooks.
- Branche: Personalbeschaffung & -besetzung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
Great Document Tool
Vorteile
The ease of populating and sending proposals.
Nachteile
Creating the templates, the tools were a little bit clunky.
In Betracht gezogene Alternativen
PandaDoc
- Branche: Unternehmensberatung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Entreflow Consulting Group's use of Proposify
For any of you who have suffered through the time suck fun of writing proposals on a regular basis, Proposify is going to be an awesome app for you or your clients.
Vorteile
our favourite feature; huge time savings. If anybody's ever done proposals on Word or Excel; it’s head wreck. Proposify is great because there's beautiful templates there ready to go, it saves you a ton of time and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.
The other top features are that there's a super easy editor to use, great content library, there’s the signature function in there to get your signature to get to a proposal signed off on. There's great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal, and when they've signed off on it. But, also, you can go into the app and see how much time people are actually spending looking at your proposal, which I think is kind of sneaky but it surprises me how little time people actually spend reading your proposal. Spoiler alert: people don't read their contracts.
Nachteile
the startup integration is cool but we'd like to see a little bit more love in that space. So once the Stripe payment is taken could the clients get a receipt? That might be helpful, we have to go and actually manually create that in Quickbooks, so it's a little bit of love required on that, I think it was more of an after fact for them and they've just left it to Stripe to kind of manage it.
Antwort von Proposify Inc.
Hi Aislinn,
Thanks for taking the time to leave us a review. We do have an article in our Knowledge Base that walks you through how to send your client a receipt from a Stripe transaction via the payment dashboard, if you'd like to reduce the time spent manually entering the information into Quickbooks - http://support.proposify.com/api-and-integrations/invoicing-and-billing/stripe. That being said, we appreciate your feedback - our Development team is always working on improving the user experience, and your comments are helpful for future updates!
Best of luck with your upcoming proposals, and happy closing!

- Branche: Biotechnologie
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Littered with bugs that waste your time and make you look unprofessional
Used it for three years. Woulda switched a long time ago to anything else unfortunately not many options existed. Today I am finally making the change. No software makes me as frustrated to use as proposify over the years. Sorry, it’s the truth.
Vorteile
Best option of a lot of bad options. Very versatile. Lots of features.
Nachteile
Lots of features but they don’t work well. Slow. Very glitchy. Buggy. Things randomly change and glitch all the time so if you make one change you can bet your entire document is now different and you have to recheck everything.
Antwort von Proposify Inc.
Hi Sheldon,
Thank you for taking the time to review. We always love to hear feedback from our clients, good or bad. It helps us improve Proposify and allows us insight into your needs as a user.
We're really sorry that you've been experiencing such difficulty, and we'd love a chance to help you get back to saving time and closing deals. If you'd like to give it another go, please contact [email protected]. We'll do our very best to help you get back on track.
Cheers.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Lovely proposal tool, but could be better
Overall I like the tool, but it's a shame that there are a few obvious bugs that can cause frustration. Being able to approve proposals before they are sent is an essential feature and this handles it with some ease.
Vorteile
I love the ability to create proposal templates so that sales teams can create sales quotes quickly and easily. The ability to provide a review step is also key to quality control, and we use this all the time. Being able to see when a client has opened and viewed the proposal is also fantastic.
Nachteile
It can be a little buggy at times - we have multiple teams set up in the tool, but some staff work across the teams. This causes issues with Proposify, especially when reviewing proposals as clicking on the links in emails will ask you to sign in, but won't actually take you to the proposal. Even if you are logged in, it won't do this. I contacted support and they said it was down to the team settings and to create multiple user accounts for people who needed to be cross-team - this was silly as the pipeline feature would then break.
The editor in the tool can also be a pain to work with - it's very clunky in parts and adding simple tables can be an infuriating experience.
Antwort von Proposify Inc.
Hi there, thanks for taking the time to leave us a review.
We're happy to hear that Proposify is helping your sales team is streamline their proposal process, and that the client insights is a valuable tool for your team!
We appreciate your feedback - our Development team is always working to improve the user experience and we welcome your comments. It helps us make Proposify even better!
Thanks for choosing Proposify, and happy closing!
- Branche: Erneuerbare Energien & Umwelt
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
If you churn out mountains of proposals, this one is for you!
If you are in the creative space and you have a need to remain fresh as you send out those proposals, don't hesitate, grab proposify
Vorteile
I love how easy it is to e-sign documents and send to clients. The added capability to send email notifications as soon as prospects view proposals is also a game changer for me. This well-designed customer touchpoints map shows me how potential prospects interact with the proposal and the auto follow-up button for non-opened proposals really closes the loop on proposal management. The easy to use client interface is also a massive influence for why I bought this software. I cant wax enough how the ability for us to view how long clients mulled at sections of theproposal also gives us future areas of improvements in our proposals.
Nachteile
I really dislike how the layout design is not easy to customise and there is a true lack of editable templates. One serious drawback is the pricing. As a small organization, our budgets are not unlimited( I really wish they were!) and thus the 5 proposal limit at that price really sucks. Another pain is that Collaboration as a team is a nightmare as it keeps overwriting changes made by others and omits some other changes or edits, then there is the dreaded formatting buttons that seem to take a life of their own when used.
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Save time & win clients
Could not be happier with our choice on using this software.
Vorteile
This software is great for creating gorgeous looking proposals that won us more clients and has significantly reduced the amount of time it takes to create proposals.
Nachteile
There are occasional bugs in the software that can be frustrating but the support staff make everything worthwhile.
Antwort von Proposify Inc.
Hi there,
Thanks for your review! So glad to hear that you're able to deliver high-quality proposals to your clients in less time using Proposify, and we're thrilled that you're also winning more deals! We appreciate your honest feedback, and we're excited to help you close more deals in the future. Best of luck with your upcoming proposals!
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Clunky, difficult to use
Vorteile
I like being able to have templates for the proposals that I can update quickly. The templates looked professional.
Nachteile
The software is very clunky and difficult to format. When adding information, the editor was constantly reformatting and it was not a good experience. It added so much time to creating a proposal, that it didn't make sense to use anymore. Maybe they've made updates, but I cancelled my subscription because of this.
Antwort von Proposify Inc.
Thank you taking the time to review Proposify!
We¿re always happy to receive feedback from our customers, especially those who have been with us for so long.
We¿re sorry to hear that formatting issues caused a time delay when getting your proposals out. That¿s no good, and definitely not the experience we want our customers to have. Proposify is here to save you time and help you close deals.
We¿d love to invite you to try out Proposify 2.0. With the updates we¿ve made to our editor, we¿re positive you¿ll have an exceptional experience. Our support team is here to help if you need any assistance when using the new editor, they can be reached at [email protected]. We¿re hopeful you¿ll give us another shot to help you win business.
Cheers!

- Branche: Internet
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Great Starter Proposal Software
We still use it today - we communicated heavily with the team on bugs. We have too much time invested with 10+ tempaltes and arfchive of proposals to make the move now.
Vorteile
Origionally it was the ease of use and premade tempaltes to use, digital sending and signatures. I am also fond of the reminders that can be sent to helkp push the cleitn along.
Nachteile
Complications happened when a forced push to new version in June of 2018 - the new version was littered with many bugs and many times work was lost.

- Branche: Bau
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Clean,Simple, Effective.
Its been great, Always get an answer.
Vorteile
The layout and presentation. I believe this changed the way we do business after 45 years. We have been developing our own until I found Proposify. Its everything I need to draw up a quote from $500.00 - $1,000,000.00 Its that simple. Totally changed the way we communicate with our clients and our competiton has nothing on us. Our quotes are giving us the edge on them. Layout, design, color, ease of use.
Love it!!!!
Nachteile
The only thing I wish it had was easier functions to add line items and costs. I need more.
Antwort von Proposify Inc.
Hi Michael, thanks for your review. We LOVE to hear that your proposals are giving you a leg up over your competition! That's such fantastic feedback and we definitely appreciate your comments. Happy closing!
- Branche: Telekommunikation
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Easy to use, beautiful software and amazing customer support
Absolutely fantastic. A good example of how a good SaaS company should operate.
Vorteile
The software is very easy to use and produces lovely looking proposals (I've had compliments from customers who've asked what proposal software we use) but the thing I like most is the customer support. It's great to see a SaaS product backed up by brilliant and quick customer support....this is so rare these days!
Nachteile
The formatting can be a bit tricky to begin if you have highly customised templates but the support team sorted everything out really quickly.
Antwort von Proposify Inc.
Hi there! Thanks so much for taking the time to leave us a review. We're glad to read your feedback, and we're happy to hear how Proposify is helping you create impressive-looking proposals! Happy closing!
- Branche: Chemikalien
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
I used Proposify for all company proposals for years
Hundreds of beautiful proposals and many customer compliments.
Vorteile
I like the ability to easily customize proposals. You can change every aspect of your proposal depending on the customer, job, etc.
Nachteile
It can be a little bit glitchy sometimes. I have had to go out and then back in to make sure none of my proposal elements have shifted before sending out the proposal to a client.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Sleek and snappy proposals have never been easier
Vorteile
Want to create quick, professional-looking proposals? Look no more! Our company has been extremely satisfied with Proposify. It has condensed what used to be long hours of tedious work, into few. The Tall plan is great for small companies; under this plan you can have up to 5 active proposals and can easily export PDF versions of proposals at any time. The ability to see when the client has opened the proposal has kept us from having to send those nagging reminder emails (we all cringe at). You can also see how much time the client has spent looking at each section of the proposal, which often helps us gage their interests even before they provide feedback. But the best feature of this application, by far, is that you can easily duplicate old proposals so you do not have to start from scratch every time. If you are looking for a tool to help you shovel your proposals out the door more quickly, Proposify won’t let you down.
Nachteile
When two or more people are trying to make edits to the same proposal simultaneously, edits and updates do not always save correctly.
- Branche: Marketing & Werbung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Proposify is essential!
We use Proposify for all of our Quotes - we track won/lost and the electronic signature capability.
Vorteile
The Proposal Editor has all of the necessary components. We have developed a complete set of Proposal Templates which makes creation of a Professional document in minutes.
Nachteile
Content pieces in the library are sometimes difficult to use. Editing the content pieces is sometimes cumbersome.
Antwort von Proposify Inc.
Hi Martin, thanks for taking a moment to write a review of our software! Amazing to hear how Proposify is helping you effortlessly create professional-looking proposals in minimal time. We also appreciate your feedback; it helps us make Proposify an even more powerful tool. Happy closing!
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
Quite disappointed with the service
It was meant to solve the problems we currently have like re-checking, updating the contracts for each client. But it seems nothing changed for better if not for worse. Even if you re-check, there is no 100% guarantee you've sent the proposal you initially wanted to send.
Vorteile
I can talk only about the theoretical pros which they stated on their website, pricing plans etc., because, they are not tangible.
Theoretically, you will be able to make one template with variables and you can forget about making a new proposal, contract from scratch and it should save you a lot of time. You just need to select a customer and the variables will do everything for you.
Nachteile
Each time when I create a template there almost 100% guarantee that the contract generated based on that template will be different. Text cropping in the generated proposal is a common thing and you need to re-check it every time you want to send it to the client.
My frustration is based not on the fact that there is a bug, but on their support level. I've reported this issue several times and still, they are not doing anything about it.
Antwort von Proposify Inc.
Hi Vitaliy, we're sorry to hear about your experience. We'd love to chat further with you and hear your feedback in more detail. Could you please reach out to [email protected]? We definitely want to turn this around for you!
- Branche: Marketing & Werbung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Efficient Proposal Builder for Businesses
Overall, this platform has been the backbone of my department with creating a positive digital impression of how our team presents packages to potential clients. Being a part of a digital marketing firm, having our best foot forward digitally has increased our authority in our market.
Vorteile
I enjoy the ability to create templates and streamline my proposals. Having a built out system to continually turn around proposals efficiently has helped me win more deals.
Nachteile
Sometimes the formatting of terms and conditions and table building for pricing can be a bit glitchy when copy & pasting new terminology or updating pricing.
- Branche: Marketing & Werbung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Great Proposal Software!
I have enjoyed using it and have never had any problems that I can't get an answer for.
Vorteile
It's very user-friendly and easy to add slides. It's easy to adjust tables or pricing or anything that I need to change.
Nachteile
I don't like it when new updates are made. but that's not a big deal. I know adjustments and improvements are important.
- Branche: Professionelles Training & Coaching
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Proposify Is Worth Checking Out - Great Product!
Very positive and now since I have several years of use under my belt, plus client feedback on their appreciation for the quality of our responses, it makes us feel great in using the product to attain overall high success.
Vorteile
I like the product's overall capability to help with producing very professional looking proposals - it has been very nice to use.
Nachteile
Wish that there was a Window's like undelete feature, just in case something is edited that you want to backtrack on. A bit unforgiving in that area.
- Branche: Computer-Software
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Usage by an AE
I'm an individual contributor using proposify, and i recognize
Vorteile
I do like that you can tell a story in the presentation of the proposal.
Nachteile
It takes a lot to set up the presentation pages to make it look good and helpful.
- Branche: Hochschulbildung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Best Product I have used so far
Pretty good.. like it better than using google sheets or MS Word.
Vorteile
I love the way you can build pricing tables and templates into a proposal. Then you can customize even further with added personalization.
Nachteile
It gets a bit wonky with cache with your PC-- so you have to refresh reguarly to make sure things are saving. Then it takes some learning to know where to click with you mouse to drag/drop and open menus.
- Branche: Hausmeisterservice
- Unternehmensgröße: 201–500 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Customer service is everything!
Overall, I am happy with Proposify. The customer service makes a HUGE difference. And our contact, [sensitive content hidden], goes above and beyond to help us. If it were not for the amazing customer service, we would not have renewed our contract.
Vorteile
I like how user-friendly it is. It's easy to pick up and learn how to use it. This makes it easier for some of our less tech-savvy colleagues.
Nachteile
Copying and pasting from Word into Proposify. Most of our account reps work on their own financial documents in Microsoft Word. When they copy and paste it into Proposify, it looks terrible. Extra spaces added, and bullet points don't transfer. It's a headache to go back and clean up. This discourages my colleagues from using Proposify.
Warum Proposify gewählt wurde
We were tired of working in Microsoft Word. We also wanted a product that we could track proposals in.Zuvor genutzte Software
Expedience Proposal SoftwareGründe für den Wechsel zu Proposify
Better options for graphics and customer service!- Branche: Buchhaltung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
We love Proposify
We've had a great experience with Proposify. I recommend it to fellow marketers as a way to streamline their proposal process.
Vorteile
It's easy to use and saves time on the creation of my proposals.
Nachteile
There are some features I wish it had, but the UX reaches out several times a year to discuss how the user experience is.
In Betracht gezogene Alternativen
PandaDocGründe für den Wechsel zu Proposify
It was what we needed at the time and the most cost effective.- Branche: Unternehmensberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Great software helping our close rates.
We love Proposify and recommend it to our clients.
Vorteile
The ability to send out proposals and also track client viewing time.
Nachteile
Editing is a little clunky, its getting better, but still not as seamless as MS word or other word editing software. Also, it would be great if there could be an administrator role that can "sign" for the proposals instead of waiting for the consultant that was listed as signatore.
- Branche: Marketing & Werbung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Easy to use, professional proposals
Great product from great people - we’ve used Proposify for 3 years and it’s been great!
Vorteile
Easy to use, great starter templates and easy to customize.
Nachteile
Sometimes deliverability is tricky - I always recommend sending a separate followup email with the link
- Branche: Marketing & Werbung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Proposify review
It has been a great experience! Love the platform
Vorteile
Easy to use and integrates well with CRM
Nachteile
I like the platform alot nothing I dont really like.
- Branche: Transport/Güterfrachtverkehr/Schienenverkehr
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Jamie Harvey w/ OMA Review
Good to have depository of past proposals and duplicating is easy method to quickly get a new submission out the door; also like ability to pull up known contacts and companies.
Vorteile
Once we established a MS word template to customize scope of work, we then create PDF which has simplified everything else; it works well for what we need.
Nachteile
Difficult to customize and navigate but effective proposal tool plus my coordinator is able to log in as well so we both have access to our proposals as needed.

- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Allows interactions with clients with better results
Thanks to the segmentation and monitoring of interactions, it allows us to offer our clients a more personalized service adapted to their needs. Constantly increasing sales and satisfaction of both clients and professionals
Vorteile
I like it because it has an approach focused on efficiency and business customization, this platform offers intuitive and powerful solutions to help maximize results and maintain a solid relationship with your clients. It helps to keep track of interactions which allows detailed tracking of all interactions with customers, whether by email, phone calls or any other way. This will help you keep a complete record of communications and provide a more personalized service. Bearing in mind that with more efficient and personalized customer management, you will be able to increase customer retention and generate new sales opportunities.
Nachteile
The use of a new tool may require a period of adaptation and learning to get the most out of it, but I consider that this solution is aimed at almost any organization with efficient results
- Branche: Hausmeisterservice
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
proposify daily user
good, fast. sometimes it locks up and i need to reboot, but not often
Vorteile
The ease of putting together a proposal. client management
Nachteile
tracking issues with a proposal being viewed or downloaded
- Branche: Einzelhandel
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Great Tracking of Proposals
It's good. Easy to bring up won proposals, duplicate, modify and copy the link
Vorteile
Keeps track of all proposals and their status, all companies and contacts. Easy to duplicate an existing proposal and modify, copy link and put into an email
Nachteile
It takes too long to load, look up, go back etc. Too slow
- Branche: Bau
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
A Huge Help
Proposify has been a great tool for our company. It allows my team to send information in a clean, easy to read format that we didn't have previously
Vorteile
clean presentation and the ability to add templated material
Nachteile
sometimes editing can be difficult if while using a template
- Branche: Forschung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Kostenlose Testversion genutzt
-
Quelle der Bewertung
Typically, users may track the effectiveness of their sales staff by receiving metrics from...
To assist users in creating and sending proposals quickly, Proposify offers a large selection of pre-made templates.
Vorteile
My proposals seem more official and are simpler to follow when I use Proposify. The customer service team is superior to the tool itself, even though it is still amazing. Knowledgeable, professional, and enjoyable to work with, they are ready to assist at any time.
Proposify offers guaranteed privacy because they protect user data with cutting-edge security methods.
Our remote team finds it simple to maintain consistency among the several estimates we utilize, and we can monitor the status of each estimate from a single dashboard.
Nachteile
Even with the abundance of customization possibilities, there is always opportunity for further integrations and customization choices.
While Proposify's design function has a rather intuitive user interface, there are a few glitchy controls that frequently call for page refreshes or other awkward workarounds.
- Branche: Geschäftsbedarf & -einrichtung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
The right idea but the execution lacks
Vorteile
The ability to send professional proposals is incredibly useful
Nachteile
Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease
- Branche: Buchhaltung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Easy to use, after a bit of practice
We are happy with it and will continue using it!
Vorteile
Keeps track of all our outstanding proposals, and seeing who has viewed the proposal and when. Notification of when a proposal is won or lost
Nachteile
Takes a bit of practice to work out the best way to use the app for your needs.
I wish it integrated with Quickbooks Enterprise
- Branche: Marketing & Werbung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Research all options before choosing Proposify
Overall, the program is just okay. I would do research before choosing this software. It is fairly easy to use but not quick or easy to make changes to templates, etc.
Vorteile
I like that it is easy to send and see when a client opens a proposal. It is easy to run metrics and update customer information.
Nachteile
There are so many glitches in the program. It is difficult to make edits to templates when text is going outside of the parameters set by the software. We have contacted customer service and they have been working on fixing it for 6+months.

- Branche: Professionelles Training & Coaching
- Unternehmensgröße: 2–10 Mitarbeiter
- Monatlich für 6-12 Monate genutzt
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Quelle der Bewertung
Robust and Relevant but Has Competition
Solid resource but not for everyone. Quality and consistent way to elevate your brand. Some glitches but overall, works well.
Vorteile
I was excited to give Proposify a try because I do a great deal of professional document designs. I have also had a handful of clients trial it before ultimately deciding on a program to meet their needs. I like that users could easily modify the templates and that there are a variety of quality templates available. This enables users to create branded documents with professional look and feel and to do so consistently. A service like Proposify helps to save time which ultimately translates to saving money. It’s a good resource if you’re doing high volume sales presentations or pitches.
Nachteile
I disliked the pricing options as they are somewhat restrictive and seem to exclude a population of customers who might be interested in a one-off or two-off solution. This makes them not as attractive as some of their competitors but a great option for others and it may not be the most ideal if you’re not doing a high volume of pitches or proposals.
Gründe für den Wechsel zu Proposify
I trialed it, but ultimately didn’t keep it long.- Branche: Unterhaltung
- Unternehmensgröße: 2–10 Mitarbeiter
- Monatlich für 1-5 Monate genutzt
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Quelle der Bewertung
Interesting integration choices
Vorteile
We've never used anything that allowed us to make proposals and generate next steps from the proposals, or track the proposals. This was something new that Proposify offered which was my company was trying it out. It's a bit of a unique spin and was useful.
Nachteile
It's not a con exactly but for a small team, we didn't need this level of tracking. I'd rather text a salesperson and say "hey what's going on with x" than look it up online. But for larger companies it might be perfect.

- Branche: Computer-Software
- Unternehmensgröße: Selbstständig
- Wöchentlich für 1-5 Monate genutzt
-
Quelle der Bewertung
Avis sur proposify
La récupéreration des heures facturables est un véritable casse tête et grâce à proposify il devient si aise de le faire ce qui permet de gagner en temps
Vorteile
La Conception de bureau est une fonctionnalité de haute facture qui permet véritablement la création des propositions personnalisés permettant de guidée nos ventes
Nachteile
À mon sens je n'en vois aucune car le logiciel est de haute facture
- Branche: Marketing & Werbung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
A mediocre, limited proposal management software
Vorteile
I like the ability that you had to be able to use custom background pages when creating templates in allowed for easy branding.
Nachteile
The limitations on customization of templates, organization of constant pages, and the lack of freedom for multiple users to access the platform simultaneously are a few of the drawbacks.
- Branche: Eventservice
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Great in concept but buggy as hell
Overall it WAS a great product. It's going through growing pains but they don't seem to be growing out of it anytime fast. The support is somewhat responsive although 9/10 I get a canned response that doesn't really answer my question. If you are using the exact same template over and over again with no changes then you will probably have no issues but if you build a custom proposal for your clients it will be a frustrating task.
Vorteile
I love how it streamlines our proposal presentation to clients. We are able to quickly produce proposals that look beautiful and help us close... when there are no changes needed to be made to the template.
Nachteile
In seems that over the past few years the dev consistency has gone down a lot. There are a lot of feature updates but more and more bugs. Simple things that should be flushed out before deployment are not being done and this has been something I have seen for over a year and a half.
The biggest issue so far has been pricing tables. You're prompted to update to the new tables but it never works. Support just tells you to do a few workarounds and sometimes it works and sometimes it doesn't. We don't have time to teach our entire team how to navigate the bugs.
Before that there was a bug with being able to update simple text, you couldn't select a text box and you had to refresh every time.
Before that, your templates would load blurry and then you had to scroll all the way to the bottom of the page then back up to be able to edit anything.
I used to love this software so much but I don't know what happened. It went from saving us time to costing us time and causing hours of frustration. A common phrase of frustration in our office is "Why Proposify" WHY???" I am in the process of looking for an alternate to move my entire team to.
Antwort von Proposify Inc.
Hi Catalina! Thanks for leaving your review. Feedback like yours helps us get better! Customizing templates can sometimes be challenging. We now offer a custom template service, where our designers work with clients to create dream proposal templates! We also offer consultations to help our customers build better custom templates. Please let us know if these services are right for you and your team. We have received customer feedback about the pricing tables and have launched an internal team to focus on improving this experience. Our VP of Product would like to hear more about your experience, to help improve the overall product and your direct experience with Proposify. If you're interested, please reply to this thread and we will get you in touch.

- Branche: Einzelhandel
- Unternehmensgröße: 10.000+ Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
-
Quelle der Bewertung
Pros and cons of Proposify
Overall experience with Proposify is nice as it fullfill our current requirements quite well hence one can go with Proposify software if they wanna have right workflow management tool.
Vorteile
Our dependency with CRM tools is based on our current requirements and the main reason of using Proposify is to have perfect documents signature as well as ideal workflow management system which could automate the process and here Proposify did it job quite well.
Nachteile
The efficiency of using other tools in collaboration with Proposify is not that good as for handling and improving documents that is required. Hence this is something where our team felt the improvement is required.