--- description: Review of Proposify Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Proposify | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Proposal Management Software](/directory/4252/proposal-management/software) > [Proposify](/software/322080/proposify) # Proposify Canonical: https://www.softwareadvice.com.au/software/322080/proposify Page: 1 / 13\ Next: [Next page](https://www.softwareadvice.com.au/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 298 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 298 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**: USD 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 (46 total) - ActiveCampaign - Agile CRM - Airtable - Asana - Aspire - Basecamp - Close - Copper - Drift - Dropbox Business - FreshBooks - Gmail - Gong.io - Google Drive - Gravity Forms ... and 31 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Chat ## Category - [Proposal Management Software](https://www.softwareadvice.com.au/directory/4252/proposal-management/software) ## Related Categories - [Proposal Management Software](https://www.softwareadvice.com.au/directory/4252/proposal-management/software) - [Document Generation Software](https://www.softwareadvice.com.au/directory/4300/document-generation/software) - [RFP Software](https://www.softwareadvice.com.au/directory/4510/rfp/software) - [Contract Management Software](https://www.softwareadvice.com.au/directory/4157/contract-management/software) - [CPQ Software](https://www.softwareadvice.com.au/directory/4407/cpq/software) ## Alternatives 1. [Docusign](https://www.softwareadvice.com.au/software/367901/docusign) — 4.7/5 (9268 reviews) 2. [QuoteWerks](https://www.softwareadvice.com.au/software/63241/quotewerks) — 4.6/5 (192 reviews) 3. [WBudget](https://www.softwareadvice.com.au/software/425565/wbudget) — 4.7/5 (59 reviews) 4. [PandaDoc](https://www.softwareadvice.com.au/software/144409/pandadoc) — 4.5/5 (1243 reviews) 5. [Prospero](https://www.softwareadvice.com.au/software/224785/prospero) — 4.8/5 (132 reviews) ## Reviews ### "Love it." — 5.0/5 > **Susan** | *11 October 2019* | Construction | Recommendation rating: 10.0/10 > > **Pros**: Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too. > > **Cons**: Set up of our template was a little daunting but we used Belt Creative to help us which was well worth the investment. > > Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and I love the links to Infusionsoft and the ability to automate followup which were both missing in our previous software. ----- ### "Churning out proposals faster than typing “lets send them a proposal”…" — 5.0/5 > **Dinos** | *24 May 2022* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: UI is great, functionality helps get good looking proposals out there fast. Pricing tables with options and wonderful and the integrations are good too. > > **Cons**: Not much…wish it would integrate with QuickBooks Payments in addition to Stripe, or just offer another payment processor integration like WePay or \*something\* so I wouldn’t even need to integrate my accounting system. > > I’d choose Proposify over many of the others out there in the marketplace since it has everything I need to create proposals and good looking ones that win clients for my company. ----- ### "The right idea but the execution lacks" — 3.0/5 > **Jamie** | *27 October 2024* | Business Supplies & Equipment | Recommendation rating: 2.0/10 > > **Pros**: The ability to send professional proposals is incredibly useful > > **Cons**: Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease ----- ### "Helping automate my freelance business" — 4.0/5 > **Matthew** | *18 September 2019* | Internet | Recommendation rating: 8.0/10 > > **Pros**: This is a complete package. I needed a tool that would allow me to dynamically create proposals, but also send out regular documents like NDA's to be signed digitally. Proposify solves this for me and add extra features. It is relatively easy to create a document (proposal/contract) from scratch using their design interface. Even though it is a bit unintuitive at times, it gets the job done. Creating snippets of content for later use is a definite benefit. Even better is the seemless integrations with Harvest, creating an invoice from a proposal when it is signed, and importing contacts from Harvest. This automated approach is saving me a bunch of time. > > **Cons**: No integration yet with Everhour, since I was considering switching time tracking solution from Harvest. No integration with Asana to create a project within a team upon signing, but this might be (too) nice to have :) No integration either with a tool like PieSync to import contacts in general. > > Very positive. My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed. An impressive feature is the ability to create dynamic proposals where clients can add on options and the total sum is adjusted accordingly. ----- ### "Out of Scope Reach to our Clients" — 5.0/5 > **Mustafa** | *13 September 2019* | Business Supplies & Equipment | Recommendation rating: 10.0/10 > > **Pros**: Easily to modify and build your proposal template, and easy to maintain it to deliver to your customers > > **Cons**: Less relative templates of the proposals > > The ability to build my proposal with just fews clicks and moving it directly to my client with ability to review details about how my customers view and understand from their behavior details about how they interact with it. ----- Page: 1 / 13\ Next: [Next page](https://www.softwareadvice.com.au/software/322080/proposify?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/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