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Proposify description
Proposify is a software platform designed to streamline the sales process by creating, sending, and tracking proposals, quotes, and contracts. It offers customizable templates, electronic signatures, and integrations with CRM and marketing automation tools. Proposify aims to help sales teams close deals faster by providing a professional and efficient way to manage sales documents. It is suitable for mid-sized companies in various industries, such as agencies, IT, and construction, looking to improve their sales workflow and increase close rates.
What companies are using Proposify?
Who is Proposify best for
Proposify streamlines sales by creating, sending, and tracking proposals, quotes, and contracts. Users praise its professional templates and CRM integrations, while some note occasional clunkiness with the editor. It's best for small to mid-sized companies in agencies, IT, or construction seeking to improve sales workflows.
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Best for small to mid-sized companies.
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Ideal for agencies, IT, and construction firms.
Proposify features
| Supported Proposify supports electronic signatures for proposals and contracts. |
| Supported Proposify allows clients to select options in quotes and see pricing updates in real time. |
| Supported Users can customize existing templates using the template editor. |
| Supported Proposify allows creating and customizing professional sales proposals. |
| Supported Proposify allows creating, storing, managing, and tracking sales documents. |
| Supported Proposify integrates with various CRM platforms, including Zoho CRM directly and others via Zapier. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
Proposify reviews
We've summarised 1366 Proposify reviews (Proposify Software Advice reviews, Proposify GetApp reviews, Proposify Capterra reviews and Proposify G2 reviews) and summarised the main points below.
- Professional-looking proposals.
- Easy to use and customize.
- Great analytics and tracking features.
- Seamless integration with CRM systems.
- The editor can be a bit clunky at times.
- Clients have problems opening proposal links.
- The table feature lacks flexibility.
- Formatting can be an issue.
Proposify pricing
The commentary is based on 84 reviews from Proposify Capterra reviews, Proposify G2 reviews and Proposify GetApp reviews.
While most users find Proposify's pricing fair for its value, some find it expensive, especially for small businesses or single users. A few users would prefer a monthly payment option or a tiered structure with more options between the lowest and highest plans.
Users sentiment
See the Proposify pricing page.
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Proposify has a free trial.
Basic
Key features include: 5 document sends/month, up to 2 users, Content library, E-signatures & payments, Activity and metrics.
Team
Everything in Basic, plus: Unlimited sending, Integrations, Custom domains, Custom fields & variables, Auto reminders
Business
Everything in Team, plus: User roles and permissions, Approval workflows, Salesforce integration, Single Sign-On (SSO), Multiple workspaces, API access
Proposify alternatives
proposify vs PandaDocBetter for a wider range of industries and has more momentum. A Proposify competitor and alternative, it supports more document types.Read more
Fresh ProposalsBetter for small businesses and freelancers. Has more momentum. A Proposify competitor and alternative.Read more
ClientPointBetter fit for enterprise businesses. Focuses on sales and client management for mid-sized US companies. Has CRM integrations but lacks proposal templates and robust content management. Users report excellent customer support but slower loading times. No ratings data available.Read more
Xodo SignBetter for individuals, small and medium businesses, and large enterprises seeking a user-friendly and affordable e-signature solution. Focuses on e-signatures, document automation, and integrations with platforms like Dropbox and Google Workspace. Users love its ease of use and affordable pricing.Read more
DealHub.ioBetter for larger enterprises. Has broader industry applicability. Is growing faster. A Proposify competitor and alternative.Read more
Proposify FAQ
What is Proposify and what does Proposify do?
Proposify streamlines sales processes by enabling users to create, send, and track proposals, quotes, and contracts. It offers customizable templates, e-signatures, and CRM integrations, helping sales teams close deals faster with professional sales document management. Proposify is ideal for mid-sized companies seeking improved workflows and increased close rates.
How does Proposify integrate with other tools?
Proposify integrates with various CRM platforms, including a direct integration with Zoho CRM. It also connects with other tools through Zapier, expanding its integration capabilities for a more streamlined workflow. This allows for seamless data flow between sales and marketing tools.
What the main competitors of Proposify?
Top Proposify competitors include PandaDoc, ClientPoint, and DealHub.io. These alternatives offer similar features for creating, sending, and tracking proposals, quotes, and contracts, often with integrations to CRM and marketing automation tools. Some alternatives may offer broader functionality for document management or sales operations.
Is Proposify legit?
Yes, Proposify is a legitimate software platform for creating and managing sales proposals. User reviews praise its ease of use and professional templates. It integrates with CRM systems to streamline workflows and help close deals faster. Some users mention minor issues with the editor and formatting.
How much does Proposify cost?
Proposify pricing starts at $19 per user, per month for the Basic plan. The Team plan is $41 per user, per month, and the Business plan is $65 per user, per month. Is Proposify worth it? The best plan depends on your team size and needed features.
Is Proposify customer service good?
Proposify's customer service receives positive feedback. Users highlight the helpfulness, responsiveness, and efficiency of the support team. They praise the quick response times and proactive approach to problem-solving. Some users mention that support goes above and beyond to provide solutions and offer valuable assistance with implementation and onboarding.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.