Proposify Inc.

Proposify

Composite Score

8.3 /10

CX Score

8.4 /10

16 Reviews Write a Review

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What is Proposify?

Proposify is the proposal software that gives you control and insight into the most important stage of your sales process: the close. From design to sign-off, get the confidence and consistency to close your deals.

Company Details

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Awards & Recognition

Proposify won the following awards in the Proposal Management category

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Proposify Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Proposify.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

91 Likeliness to Recommend

100 Plan to Renew

89 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+90 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Proposify?

0% Negative

14% Neutral

86% Positive

Pros

Reliable
Performance Enhancing
Enables Productivity
Trustworthy

Feature Ratings

Average 95

Templates

Document Management

Share & Track

Proposals and SOWs

Dashboard and Analytics

Notifications

Contract Management

E-Signature

Tasks and Workflow Management

Redlining

Integrations

Vendor Capability Ratings

Average 86

Ease of Data Integration

Ease of IT Administration

Business Value Created

Ease of Implementation

Ease of Customization

Quality of Features

Vendor Support

Usability and Intuitiveness

Availability and Quality of Training

Breadth of Features

Product Strategy and Rate of Improvement

Proposify Reviews

Aayushi S.

Role: Human Resources
Industry: Healthcare
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Oct 2023

Review of Proposify by an Experienced HR Manager

Likeliness to Recommend

8 /10

What differentiates Proposify from other similar products?

Proposify excels in its ability to streamline and simplify our proposal creation and management processes. Its real-time collaboration features allow our team to work seamlessly on proposals, making the process much more efficient

What is your favorite aspect of this product?

It has great reporting and analytics tools. We use these insights to tweak our recruitment proposals and optimize our strategies, resulting in a significant reduction in hiring costs and a more efficient hiring process

What do you dislike most about this product?

It lacks a robust document management system

What recommendations would you give to someone considering this product?

It is totally worth the acquisition. Go for it

Pros

Fair
Acts with Integrity
Client's Interest First
Appreciates Incumbent Status

Matt W.

Role: Sales Marketing
Industry: Media
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jun 2023

Easy to use, a bit clunky, but overall a lifesaver

Likeliness to Recommend

7 /10

What differentiates Proposify from other similar products?

Easy integration with CRM (HubSpot) Frequent updates and great communication on upcoming features Great support team - willing to listen to your experience with the software and are dedicated to improving it - and making sure you feel heard!

What is your favorite aspect of this product?

Ability to collaborate with team members to jointly build proposals Template editor allows mass production of proposals, saving lots of time Ability to integrate presentation, negotiation, and signatures into one space is very convenient

What do you dislike most about this product?

Proposal editor is clunky and very buggy - a bad look for a product that centres around being used for proposals Notifications for viewing a proposal can be inaccurate

What recommendations would you give to someone considering this product?

Be patient with the proposal editor, and save often! Make sure to also lock any elements you’re certain you won’t need to edit. This will help avoid many mistakes and headaches

Pros

Efficient Service
Caring
Saves Time
Respectful

Cons

Commodity Features
Vendor Friendly Policies
Vendor's Interest First

Derek S.

Role: Industry Specific Role
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jun 2023

Easy to use with occasional issues. Smaller team.

Likeliness to Recommend

8 /10

What differentiates Proposify from other similar products?

Cost and smaller team that is easier to get in contact with

What is your favorite aspect of this product?

Templated proposals has reduced our time in creating a proposal from a few days to hours.

What do you dislike most about this product?

The text editor can be a bit rough sometimes. Things will disappear and you have to reload the page to see them. Sometimes it feels like you are editing in Microsoft Word when you make a small change and it affects every page in the proposal.

What recommendations would you give to someone considering this product?

Definitely try it out. It works well for smaller businesses

Pros

Reliable
Saves Time
Respectful
Transparent

Cons

Inhibits Innovation
Slower Product Innovation
Under Delivered

Proposify

What is Proposify?

Company Details

Need Assistance?

Awards & Recognition

2024 Data Quadrant Gold Medalist

2024 Emotional Footprint Champion

2023 Data Quadrant Gold Medalist

Proposify Ratings

91 Likeliness to Recommend

100 Plan to Renew

89 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+90 Net Emotional Footprint

How much do users love Proposify?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Templates Tool provides a set of pre-made templates you can use and distribute instead of creating new ones for every situation.

Document Management Includes features such as check-in/check-out and versioning controls on documents and artifacts.

Share & Track Share proposals with prospects, tracking the engagement and activity, also offering audit trails.

Proposals and SOWs Management of monetary RFP proposals and statements of work that track and outline project deliverables between buyers and sellers.

Dashboard and Analytics Configurable, click though, real-time dashboards for in-progress and executed contracts.

Notifications Tool alerts business of an application generated event.

Contract Management Tracking and creation of proposals and RFP responses within the approval process

E-Signature Native e-signature capabilities and/or integrations to 3rd party e-signature solutions.

Tasks and Workflow Management Includes the ability to assign tasks to project personnel and automate workflow between users with control points and sign-offs.

Redlining Ability to redline agreements, with version control, and across various document formats.

Integrations The workplace platform integrates with common business applications in which users do their work, such as Office 365, G-Suite, Salesforce, and Zendesk.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Proposify Reviews

Aayushi S.

Review of Proposify by an Experienced HR Manager

Likeliness to Recommend

Pros

Matt W.

Easy to use, a bit clunky, but overall a lifesaver

Likeliness to Recommend

Pros

Cons

Derek S.

Easy to use with occasional issues. Smaller team.

Likeliness to Recommend

Pros

Cons

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Feature Ratings

Templates

Document Management

Share & Track

Proposals and SOWs

Dashboard and Analytics

Notifications

Contract Management

E-Signature

Tasks and Workflow Management

Redlining

Integrations

Vendor Capability Ratings

Ease of Data Integration

Ease of IT Administration

Business Value Created

Ease of Implementation

Ease of Customization

Quality of Features

Vendor Support

Usability and Intuitiveness

Availability and Quality of Training

Breadth of Features

Product Strategy and Rate of Improvement