--- description: Review of Proposify Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Proposify | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Proposal Management Software](/directory/4252/proposal-management/software) > [Proposify](/software/322080/proposify) # Proposify Canonical: https://www.softwareadvice.co.nz/software/322080/proposify Page: 1 / 13\ Next: [Next page](https://www.softwareadvice.co.nz/software/322080/proposify?page=2) > Proposify is a cloud-based proposal management platform that helps businesses streamline their sales process on a centralized interface. The solution enables users to create on-brand proposals and customize design-friendly templates for their sales documents. It can alter quantities and add-ons using the interactive quoting feature, simplifying the sales cycle. Additionally, Proposify includes contract management functionality, enabling users to mark up and sign contracts, quotes and agreements directly within the platform. The solution provides e-signature and payment processing integrations, allowing users to close deals faster. Proposify also offers real-time insights into prospect engagement, such as notifications and detailed analytics on document views and interactions. > > Verdict: Rated **4.4/5** by 299 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 299 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.4/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Proposify Inc. - **Location**: Halifax, Canada - **Founded**: 2012 ## Commercial Context - **Starting Price**: US$19.00 - **Pricing model**: Per User (Free Trial) - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Android (Mobile), iPhone (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Netherlands, New Zealand, Norway, Poland, Portugal, South Africa, Spain, Sweden, Switzerland and 2 more ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Approval Workflow - Audit Trail - Automatic Formatting - CRM - Catalog Management - Chat/Messaging - Collaboration Tools - Compliance Tracking - Configurable Workflow - Contact Management - Content Library - Content Management - Contract Drafting - Contract/License Management ## Integrations (46 total) - ActiveCampaign - Agile CRM - Airtable - Asana - Aspire - Basecamp - Close - Copper - Drift - Dropbox - FreshBooks - Gmail - Gong.io - Google Drive - Gravity Forms ... and 31 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Chat ## Category - [Proposal Management Software](https://www.softwareadvice.co.nz/directory/4252/proposal-management/software) ## Related Categories - [Proposal Management Software](https://www.softwareadvice.co.nz/directory/4252/proposal-management/software) - [Document Generation Software](https://www.softwareadvice.co.nz/directory/4300/document-generation/software) - [RFP Software](https://www.softwareadvice.co.nz/directory/4510/rfp/software) - [Contract Management Software](https://www.softwareadvice.co.nz/directory/4157/contract-management/software) - [CPQ Software](https://www.softwareadvice.co.nz/directory/4407/cpq/software) ## Alternatives 1. [Docusign](https://www.softwareadvice.co.nz/software/367901/Docusign) — 4.7/5 (9446 reviews) 2. [QuoteWerks](https://www.softwareadvice.co.nz/software/63241/quotewerks) — 4.6/5 (192 reviews) 3. [PandaDoc](https://www.softwareadvice.co.nz/software/144409/pandadoc) — 4.5/5 (1256 reviews) 4. [WBudget](https://www.softwareadvice.co.nz/software/425565/wbudget) — 4.7/5 (59 reviews) 5. [Prospero](https://www.softwareadvice.co.nz/software/224785/prospero) — 4.8/5 (136 reviews) ## Reviews ### "Pros and cons of Proposify" — 4.0/5 > **Aman Preet** | *14 July 2022* | Retail | Recommendation rating: 7.0/10 > > **Pros**: 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. > > **Cons**: 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. > > 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. ----- ### "We love Proposify" — 5.0/5 > **Jen** | *11 September 2024* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: It's easy to use and saves time on the creation of my proposals. > > **Cons**: There are some features I wish it had, but the UX reaches out several times a year to discuss how the user experience is. > > We've had a great experience with Proposify. I recommend it to fellow marketers as a way to streamline their proposal process. ----- ### "Great in concept but buggy as hell" — 3.0/5 > **Catalina** | *13 January 2022* | Events Services | Recommendation rating: 2.0/10 > > **Pros**: 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. > > **Cons**: 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. > > 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. ----- ### "Love it." — 5.0/5 > **Susan** | *11 October 2019* | Construction | Recommendation rating: 10.0/10 > > **Pros**: Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too. > > **Cons**: Set up of our template was a little daunting but we used Belt Creative to help us which was well worth the investment. > > Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and I love the links to Infusionsoft and the ability to automate followup which were both missing in our previous software. ----- ### "Churning out proposals faster than typing “lets send them a proposal”…" — 5.0/5 > **Dinos** | *24 May 2022* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: UI is great, functionality helps get good looking proposals out there fast. Pricing tables with options and wonderful and the integrations are good too. > > **Cons**: Not much…wish it would integrate with QuickBooks Payments in addition to Stripe, or just offer another payment processor integration like WePay or \*something\* so I wouldn’t even need to integrate my accounting system. > > I’d choose Proposify over many of the others out there in the marketplace since it has everything I need to create proposals and good looking ones that win clients for my company. ----- Page: 1 / 13\ Next: [Next page](https://www.softwareadvice.co.nz/software/322080/proposify?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/322080/proposify) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data