--- 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 (44 total) - ActiveCampaign - Agile CRM - Airtable - Asana - Aspire - Basecamp - Close - Copper - Drift - Dropbox - FreshBooks - Gmail - Gong - Google Drive - Gravity Forms ... and 29 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 (9504 reviews) 2. [QuoteWerks](https://www.softwareadvice.co.nz/software/63241/quotewerks) — 4.6/5 (192 reviews) 3. [WBudget](https://www.softwareadvice.co.nz/software/425565/wbudget) — 4.7/5 (59 reviews) 4. [PandaDoc](https://www.softwareadvice.co.nz/software/144409/pandadoc) — 4.5/5 (1260 reviews) 5. [Prospero](https://www.softwareadvice.co.nz/software/224785/prospero) — 4.8/5 (137 reviews) ## Reviews ### "Proposify has great metrics" — 5.0/5 > **Alejandra** | *22 May 2023* | Construction | Recommendation rating: 9.0/10 > > **Pros**: 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. > > **Cons**: 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. > > 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. ----- ### "Efficient Proposal Builder for Businesses" — 4.0/5 > **Alex** | *16 September 2024* | Marketing & Advertising | Recommendation rating: 9.0/10 > > **Pros**: 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. > > **Cons**: 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. > > 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. ----- ### "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. ----- ### "Customer service is everything\!" — 4.0/5 > **Sara** | *12 September 2024* | Facilities Services | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: 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. > > 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. ----- ### "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. ----- 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