This content is currently locked.

Your current Info-Tech Research Group subscription does not include access to this content. Contact your account representative to gain access to Premium SoftwareReviews.

Contact Your Representative

Or Call Us:
1-888-670-8889 (US/CAN) or
+1-703-340-1171 (International)

Proposify Inc.

Proposify

Composite Score

7.7 /10

CX Score

7.6 /10

19 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

Need Assistance?

We're here to help you with understanding our reports and the data inside to help you make decisions.

Get Assistance

Awards & Recognition

Proposify won the following awards in the Proposal Management category

Filter By

2025 Emotional Footprint Champion

Latest Award, 2025

Conflict Resolution

Latest Award, 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.

88 Likeliness to Recommend

3
Since last award

86 Plan to Renew

14
Since last award

86 Satisfaction of Cost Relative to Value

3
Since last award

{y}

{name}

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

18% Neutral

82% Positive

Pros

Saves Time
Security Protects
Reliable
Performance Enhancing

Cons

Vendor's Interest First

Feature Ratings

Average 89

Templates

Share & Track

Integrations

E-Signature

Document Management

Notifications

Project Management Workflow

Dashboard and Analytics

Content Residency

Proposals and SOWs

Contract Management

Vendor Capability Ratings

Average 85

Ease of IT Administration

Ease of Data Integration

Business Value Created

Ease of Implementation

Vendor Support

Ease of Customization

Quality of Features

Availability and Quality of Training

Usability and Intuitiveness

Breadth of Features

Product Strategy and Rate of Improvement

Proposify Reviews

Aayushi S.

Role: Human Resources
Industry: Healthcare
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Oct 2023

Review of Proposify by an Experienced HR Manager

Likeliness to Recommend

8 /10

What differentiates Proposify from other similar products?

Proposify excels in its ability to streamline and simplify our proposal creation and management processes. Its real-time collaboration features allow our team to work seamlessly on proposals, making the process much more efficient

What is your favorite aspect of this product?

It has great reporting and analytics tools. We use these insights to tweak our recruitment proposals and optimize our strategies, resulting in a significant reduction in hiring costs and a more efficient hiring process

What do you dislike most about this product?

It lacks a robust document management system

What recommendations would you give to someone considering this product?

It is totally worth the acquisition. Go for it

Pros

Fair
Acts with Integrity
Client's Interest First
Appreciates Incumbent Status

Role: Sales Marketing
Industry: Education
Involvement: Business Leader or Manager

Validated Review

Anonymous Reviewer

Submitted Sep 2025

Great tracking features but a bit bulky

Likeliness to Recommend

7 /10

Pros

Efficient Service
Effective Service
Caring
Respectful

Cons

Inhibits Innovation
Slower Product Innovation
Commodity Features

Minaxi G.

Role: Information Technology
Industry: Technology
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Aug 2024

Professional Proposal Management Software

Likeliness to Recommend

10 /10

What differentiates Proposify from other similar products?

Its detailed analytics and tracking features allow users to see how clients interact with their proposals. Integration with third party applications including CRM systems like Salesforce and Hubspot.

What is your favorite aspect of this product?

Real time collaboration feature and extensive library of pre-built templates.

What do you dislike most about this product?

It lacks integration with certain niche applications or systems that are critical to their workflow.

What recommendations would you give to someone considering this product?

Ensure Proposify integrates with the tools and systems you already use.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

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

88 Likeliness to Recommend

3 Since last award

86 Plan to Renew

14 Since last award

86 Satisfaction of Cost Relative to Value

3 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

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

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

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

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.

Notifications Tool alerts business of an application generated event.

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

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

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

Proposals and SOWs Management of monetary RFP proposals and statements of work that track and outline project deliverables between buyers and sellers.

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

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

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

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.

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.

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.

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

Aayushi S.

Review of Proposify by an Experienced HR Manager

Likeliness to Recommend

Pros

Great tracking features but a bit bulky

Likeliness to Recommend

Pros

Cons

Minaxi G.

Professional Proposal Management Software

Likeliness to Recommend

Pros

Most Popular Proposify Comparisons

QorusDocs

Responsive

PandaDoc DMS

Loopio

Qwilr

JotForm

Title

3
Since last award

14
Since last award

3
Since last award

Feature Ratings

Templates

Share & Track

Integrations

E-Signature

Document Management

Notifications

Project Management Workflow

Dashboard and Analytics

Content Residency

Proposals and SOWs

Contract Management

Vendor Capability Ratings

Ease of IT Administration

Ease of Data Integration

Business Value Created

Ease of Implementation

Vendor Support

Ease of Customization

Quality of Features

Availability and Quality of Training

Usability and Intuitiveness

Breadth of Features

Product Strategy and Rate of Improvement