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Proposify
What Is Proposify?
Proposify is the online proposal software that gives control and visibility into the most important stage of your sales process. From deal design to sign-off, get the confidence and flexibility to manage and close all your quotes, contracts, and proposals.
Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. And deliver a seamless sign-off experience for your customers and prospects.
Who Uses Proposify?
Proposify specializes in the SMB market. It's ideal for B2B service companies with a need to streamline their proposal workflows – from IT services, consultants, construction, agencies, & many more.
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Reviews of Proposify
Love it.
Comments: 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.
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.
Proposify Inc. Response
4 years ago
Hi Susan, thanks for taking a moment to write a review of our software. Fantastic that Belt Creative helped you get started, and that your clients are impressed! That's really great feedback, and we're excited for you to continue seeing the benefits of Proposify. Definitely let us know your thoughts at the six-month and 12-month marks! Best of luck with any upcoming proposals, and happy closing!
Alternatives Considered:
Pros and cons of Proposify
Comments: Overall experience with Proposify is nice as it fullfill our current requirements quite well hence one can go with Proposify software if they wanna have right workflow management tool.
Pros:
Our dependency with CRM tools is based on our current requirements and the main reason of using Proposify is to have perfect documents signature as well as ideal workflow management system which could automate the process and here Proposify did it job quite well.
Cons:
The efficiency of using other tools in collaboration with Proposify is not that good as for handling and improving documents that is required. Hence this is something where our team felt the improvement is required.
Research all options before choosing Proposify
Comments: Overall, the program is just okay. I would do research before choosing this software. It is fairly easy to use but not quick or easy to make changes to templates, etc.
Pros:
I like that it is easy to send and see when a client opens a proposal. It is easy to run metrics and update customer information.
Cons:
There are so many glitches in the program. It is difficult to make edits to templates when text is going outside of the parameters set by the software. We have contacted customer service and they have been working on fixing it for 6+months.
Allows interactions with clients with better results
Comments: Thanks to the segmentation and monitoring of interactions, it allows us to offer our clients a more personalized service adapted to their needs. Constantly increasing sales and satisfaction of both clients and professionals
Pros:
I like it because it has an approach focused on efficiency and business customization, this platform offers intuitive and powerful solutions to help maximize results and maintain a solid relationship with your clients. It helps to keep track of interactions which allows detailed tracking of all interactions with customers, whether by email, phone calls or any other way. This will help you keep a complete record of communications and provide a more personalized service. Bearing in mind that with more efficient and personalized customer management, you will be able to increase customer retention and generate new sales opportunities.
Cons:
The use of a new tool may require a period of adaptation and learning to get the most out of it, but I consider that this solution is aimed at almost any organization with efficient results
Alternatives Considered:
Helping automate my freelance business
Comments: 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.
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.
Proposify Inc. Response
4 years ago
Hi Matthew, thanks for leaving us a review. So great to hear how Proposify is helping you create dynamic sales docs! We also appreciate your integration feedbackwe'll share it with our team. Happy closing!
