Proposify
Product information
Reviews
4.0 out of 5 stars
Proposify is best for SMBs and mid-market sales teams who need to streamline proposal creation, tracking, and e-signature workflows. It stands out for its intuitive drag-and-drop editor, robust analytics, and strong template management, but may not be ideal if you require deep CRM integrations or highly customizable workflows. Compared to PandaDoc and DocuSign, it’s better suited for teams focused on branded, collaborative proposal documents rather than generic contracts. If you’re dealing with slow, inconsistent proposal processes and need better visibility into client engagement, this is probably the right tool. If not, you might want to explore alternatives like PandaDoc or Qwilr.
Product options
Tool Details
- PandaDoc
- Qwilr
- DocuSign
- Better Proposals
- HelloSign
- Easy-to-use proposal editor with drag-and-drop functionality
- Strong template library and brand customization
- Real-time analytics on proposal views and engagement
- Built-in e-signature and approval workflows
- Good collaboration features for sales teams
- Limited advanced CRM integrations
- Workflow automation is less flexible than some competitors
- Can get expensive as team size grows
- Occasional formatting quirks with complex documents
Related Resources
How to Compare Proposify to Other B2B Proposal Software Solutions for Your Sales Team
A practical guide for B2B sales teams on how to honestly compare Proposify and other proposal software, minus the hype and buzzwords.
How to automate proposal approvals using Proposify workflow tools
Learn step-by-step how to automate your proposal approval process in Proposify, saving time and avoiding headaches with smart workflow tools.
Key Features to Look for When Choosing Proposify as Your B2B Go To Market Proposal Platform
Cut through the hype—here’s what actually matters when picking Proposify for your B2B proposals, and what you can safely ignore.
How to track proposal analytics and measure engagement in Proposify
Learn how to track proposal analytics and measure real client engagement in Proposify, so you can actually see what’s working and close more deals.
Tips for customizing your Proposify proposals to boost win rates
Practical, real-world advice for making Proposify proposals stand out, connect with clients, and actually help you win more deals.
How to use variables and snippets for faster proposal creation in Proposify
Learn how to use variables and snippets in Proposify to build sales proposals faster, avoid repetitive work, and keep your documents consistent.
Integrating Proposify with your CRM to streamline sales processes
Learn how to connect Proposify with your CRM for faster, more accurate sales proposals—complete, clear steps, plus honest pros and cons.
Best practices for setting up team roles and permissions in Proposify
Learn how to set up team roles and permissions in Proposify the right way—avoid confusion, protect your data, and keep proposal workflows humming.
How to organize your proposal library for quick access in Proposify
Tame your Proposify proposal library and stop wasting time. Practical tips for quick access, smart structure, and painless version control.
Proposify Review 2024 How This B2B GTM Software Streamlines Proposal Management for Agencies and SaaS Companies
An honest, hands-on review of Proposify in 2024—how it helps (and sometimes frustrates) agencies and SaaS teams with proposal management.
Sending and tracking electronic signatures in Proposify for faster deals
Learn how to send, track, and manage electronic signatures in Proposify for quicker, more reliable deal closures—without the usual headaches.
Step by step guide to creating custom proposal templates in Proposify
Learn exactly how to build custom proposal templates in Proposify, avoid common headaches, and set your team up for faster, better sales docs.