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

13% Neutral

87% 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

Redlining

Tasks and Workflow Management

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

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

Chuck B.

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

Validated Review

Verified Reviewer

Submitted Jun 2023

Keeps my proposals organized

Likeliness to Recommend

10 /10

What differentiates Proposify from other similar products?

The tracking is top notch and it prints well. Multiple ways to send a proposal.

What is your favorite aspect of this product?

The ability to make my own custom templates. and the tracking and notifications when a prospect interacts or signs my proposals.

What do you dislike most about this product?

Bit of a learning curve. Pasting text from a Word document always leaves random spaces between some words.

What recommendations would you give to someone considering this product?

Take the time to learn it and establish your templates. Make folders to organize your templates.

Pros

Reliable
Performance Enhancing
Enables Productivity
Trustworthy

Kevin S.

Role: C-Level
Industry: Communications
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2023

I get proposals done fast.

Likeliness to Recommend

10 /10

What differentiates Proposify from other similar products?

Great templates and pricing chart.

What is your favorite aspect of this product?

I love how automated this is, and that it connects with Zoho.

What do you dislike most about this product?

Nothing. I don't dislike anything about the product.

What recommendations would you give to someone considering this product?

Build your ideal template first. You'll end up using it over and over again.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

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.

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

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

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

Matt W.

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

Likeliness to Recommend

Pros

Cons

Chuck B.

Keeps my proposals organized

Likeliness to Recommend

Pros

Kevin S.

I get proposals done fast.

Likeliness to Recommend

Pros

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Feature Ratings

Templates

Document Management

Share & Track

Proposals and SOWs

Dashboard and Analytics

Notifications

Contract Management

E-Signature

Redlining

Tasks and Workflow Management

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