Proposify

Proposify

Proposify is an ideal e-signature software tool for proposals, contracts, quotes, and electronic signatures. It is an all-in-one tool that helps you create, send, track and close deals, offering you and your team great control and insight.

Usability

Feature

Support

88% Genius Score
Proposify

Starting price

$49/mo

Proposify Facts

Pricing modelPer User
Free Trial14-day
Free VersionNo

Proposify Review

Overview

Proposify is a reliable software that allows businesses to control and follow up on their sales process and growth. The experts can help you create a proposal to build a predictable, scalable approach to close deals and improve brand content. Besides proposals, Proposify can also help you create, send, and track quality agreements and contracts. Keep reading our Proposify review for more information about this software.

Pros and Cons

Pros

+All-in-one platform– You can use Proposify to make a complete proposal, from design to sign-off.

+ User-friendly Templates– Proposify has a wide array of pre-made templates to help users create and send proposals within a short period.

+Secure– When using Proposify, you are guaranteed privacy as they use advanced security solutions to protect users’ data.

+Analytics– Proposify usually sends analytics to users to help them track the efficiency of their sales team.

Cons

-Limited Proposals– Users have access to a maximum of 5 active proposals in the free plan.

-Complex features– Some features are so complicated that it takes a lot of time to figure them out.

Usability

With a higher genius score, the Proposify web is straightforward. The web is divided into categories to help users find what they are looking for faster. Besides, a searchable option is also available. Moreover, the UX is intuitive enough, enabling users to learn how to use the software faster. Despite some of the features being slightly complicated, you can start making proposals like a pro once you get a grasp of it.

Moreover, in this Proposify review, we found that you can integrate the software with your favorite apps. For instance, you can share contacts and proposal links or get updates to your HubSpot timeline. This means that you can finish the project without leaving the CRM.

Also, it is essential to note that you can access Proposify using an iOS or Android device other than the web option.

Features

As mentioned in this Proposify review, the software has a high features rating, meaning you can expect to find incredible features on the site. The primary ones are:

  • Content library– This Proposify feature helps you find templates and set them in your framework. The content library allows you to organize case studies, graphics, and sections in folders to make work easier for your team.
  • Design editor– The design editor is a Proposify feature that helps you make proposals unique to your brand. This includes font type, colors, and typestyle, among others. With this Proposify feature, you can also embed visuals into your documents.
  • Roles & permissions-This Proposify feature can help you reduce costly mistakes as you can define roles and apply parameters to give access to only what is needed. Thus, this Proposify feature allows your team to work faster, and clients can’t receive content without proper sign-off.
  • CRM integrations– Using this Proposify feature enables you to create, track, and close deals within your CRM. You can also integrate Proposify with numerous apps.

Support Quality

If you want to reach out to the Proposify team, click the ‘Contact Us” button. This will take you to another page, in which you can choose the live chat option. Also, on the given search box, you can find relevant articles to obtain information instantly. Additionally, you can write an email to the customer support team @ [email protected], and they will get back to you on time.

Moreover, you can also fill out a form on the page to book a demo to improve your skills. This convenience explains why the platform has a higher genius score.

Proposify Pricing- What does it cost?

The provided Proposify pricing is Tiered, and the plans available are Team and Business. The Team plan allows users to have unlimited active documents and is suitable for small teams. The Business Proposify pricing plan is perfect for teams of 10 or above and has a salesforce integration. The available free plan only accepts 1 user and accepts 5 active documents. Below are the Proposify pricing plans.

Free TrialYes
Team Proposify pricing plan$49/month, billed quarterly or annually
Business Proposify pricing plan$590/month, billed annually

Conclusion

This Proposify review has discussed the site in-depth to help you create, send, and track proposals competently. Moreover, you can find the most Proposify feature in this review.

The team and business Proposify pricing options are ideal for businesses with teams. Also, the Proposify pricing plans are flexible for all users. If you are working alone, making a few proposals, you can get away with the free plan.

Furthermore, as stated in this Proposify review, you can reach out to the support team in different ways, including the live chat, sending an email, or booking a demo to sharpen your skills. In addition, you can integrate your Proposify account with other apps, such as HubSpot, Salesforce, Stripe, Intercom, Slack, and Spiro, among others. Depending on the chosen pricing plan, different types of integrations are available to you.

Try out Proposify now!

Proposify is an outstanding software that can help you create professional proposals. Now that this Proposify review has provided you with adequate information, it’s time to try it.