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Proposify Inc.

Proposify

Composite Score

7.7 /10

CX Score

7.6 /10

20 Reviews Write a Review

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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7 Top Rated Capabilities

12 Top Rated Features

Latest Award, 2025

2025 Emotional Footprint Champion

2025

Conflict Resolution

2025

2024 Data Quadrant Champion

2024

7 Top Rated Capabilities

14 Top Rated Features

2024

2024 Emotional Footprint Champion

2024

2023 Data Quadrant Champion

2023

5 Top Rated Capabilities

10 Top Rated Features

2023

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.

87 Likeliness to Recommend

1
Since last award

85 Plan to Renew

1
Since last award

85 Satisfaction of Cost Relative to Value

1
Since last award

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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.

+81 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

17% Neutral

83% Positive

Pros

Security Protects
Reliable
Performance Enhancing
Enables Productivity

Cons

Under Delivered

Feature Ratings

Average 89

Share & Track

E-Signature

Document Management

Project Management Workflow

Notifications

Templates

Dashboard and Analytics

Integrations

Content Residency

Contract Management

Pricing Estimate

Vendor Capability Ratings

Average 85

Ease of Data Integration

Business Value Created

Ease of Implementation

Ease of IT Administration

Vendor Support

Ease of Customization

Quality of Features

Availability and Quality of Training

Breadth of Features

Product Strategy and Rate of Improvement

Usability and Intuitiveness

Proposify Reviews

Camila P.

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

Validated Review

Verified Reviewer

Submitted May 2023

Increase your sales productivity

Likeliness to Recommend

10 /10

What differentiates Proposify from other similar products?

The ability to use templates and auto-fill customer information is great, the ease of following up on submitted proposals

What is your favorite aspect of this product?

the ability for users to submit proposals in minutes

What do you dislike most about this product?

It would be ideal if document editing were more similar to Word

What recommendations would you give to someone considering this product?

Consider the option of acquiring proposify to have a lifetime business process change that facilitates the production, submission and tracking of proposals.

Pros

Enables Productivity
Unique Features
Saves Time
Client Friendly Policies

Chris H.

Role: Operations
Industry: Other
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted May 2023

Very professional and easy to use!

Likeliness to Recommend

10 /10

What differentiates Proposify from other similar products?

It is very easy to use and has a variety of templates already created.

What is your favorite aspect of this product?

The templates are my favorite part.

What do you dislike most about this product?

Sometimes it is hard to edit a part of the proposal.

What recommendations would you give to someone considering this product?

Ways to create my own templates to save for a later date.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Allie B.

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

Validated Review

Verified Reviewer

Submitted Apr 2023

Easy to train users on, needs more backend support

Likeliness to Recommend

8 /10

What differentiates Proposify from other similar products?

Incredibly easy to use and to teach end users how to use, Product is very intuitive for proposal templates.

What is your favorite aspect of this product?

I love being able to start a proposal with an existing template and that it is housed in Word - makes it so simple.

What do you dislike most about this product?

As an admin, it can be very annoying to upload revised proposals. Often they will be rejected based on file type. I wish this process was easier.

What recommendations would you give to someone considering this product?

Check out how this product can simplify your proposal process. Calculate how much time you can save!

Pros

Enables Productivity
Unique Features
Continually Improving Product
Reliable

Cons

Less Effective Service
Less Efficient Service
Less Caring

Latest Research

Proposify

What is Proposify?

Company Details

Need Assistance?

Awards & Recognition

2025 Emotional Footprint Champion

2024 Data Quadrant Champion

2024 Emotional Footprint Champion

2023 Data Quadrant Champion

Proposify Ratings

87 Likeliness to Recommend

1 Since last award

85 Plan to Renew

1 Since last award

85 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+81 Net Emotional Footprint

How much do users love Proposify?

Pros

Cons

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

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

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

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

Project Management Workflow Enabling tracking of end-end processes to complete an RFx response achieving import/export functionalities and automating project intake/delivery.

Notifications Tool alerts business of an application generated event.

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

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

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

Content Residency Vendor ability to store content via library to centralize, deduplicate, link, and manage answers to "common" RFx questions.

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

Pricing Estimate Ability to estimate rough pricing for proposals and contracts.

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.

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

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.

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.

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.

Proposify Reviews

Camila P.

Increase your sales productivity

Likeliness to Recommend

Pros

Chris H.

Very professional and easy to use!

Likeliness to Recommend

Pros

Allie B.

Easy to train users on, needs more backend support

Likeliness to Recommend

Pros

Cons

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Feature Ratings

Share & Track

E-Signature

Document Management

Project Management Workflow

Notifications

Templates

Dashboard and Analytics

Integrations

Content Residency

Contract Management

Pricing Estimate

Vendor Capability Ratings

Ease of Data Integration

Business Value Created

Ease of Implementation

Ease of IT Administration

Vendor Support

Ease of Customization

Quality of Features

Availability and Quality of Training

Breadth of Features

Product Strategy and Rate of Improvement

Usability and Intuitiveness