Proposify is best for medium- to large-sized businesses with single or multi-person sales and marketing teams sending enough proposals that it warrants investing in a tool to streamline your process. Tracking active offers and how clients interact with each section has been valuable for targeting follow-up communication and winning sales. We have had good feedback on the ease of review, modifications, and signing.
Once set-up, Proposify’s user-friendly interface can save hours in preparation time per proposal.įrom the client’s point of view, they receive a professional and accessible proposal. Proposify develops sleek proposals using the helpful reusable Content Library and a drag-and-drop interface, enabling new documents to be built quickly and accurately. Our need was to produce professional, custom business proposals, but with the benefit of automation. The suite of options has grown since we first selected this tool, and Proposify still holds up. We can highly recommend Proposify because it is the software we use in-house. In the rest of the article, we will cover our other top picks and the pros and cons of each.īest software for proposal creation: Proposify We recommend PandaDoc and Honeybook for individuals and small teams.
We tested nine online proposal software tools to find the best options for small businesses, freelancers, and large sales teams.Īfter over 45 hours of testing, we recommend Proposify for larger teams in 2021 because of their professional templates, flexible but easy-to-use options, and powerful automation and analytics.