Accusoft PrizmDoc vs. Proposify

I will suggest this tool to all those companies who have to deal mostly with documentation. Because it is very good in handling all types of documents and it will add to your ease in managing the content. I will also like to recommend it to medical and insurance-based companies because it will help to make their workflow easy. PrizmDoc customer’s support is always ready to help this is why we never got stuck in any particular issue, thus you will be supported by them anytime.

Incentivized

It is costly to properly set up Proposify and retain its use ongoing. If you have a plan to implement your proposals you can get some good cost-saving use from it. I cannot stress enough to have your assets, graphics, and snippets ready before you start. I also recommend that you fully understand templates and asset library or you will quickly be overwriting templates and themes with client-specific verbiage.

Incentivized

• PrizmDoc has helped me a lot in processing my PDF documents now I can easily extract information through these files and also it is very easy for me to edit the files because previously I have to convert them in word mode and then I was editing it.
• It has provided us one platform where we can process our documents and get work approvals easily and this is through its automaton feature.
• Through PrizmDoc I am no more worried about changing the nature of my documents I can easily convert them into various versions and formats.

Incentivized

• TEMPLATES: The ability to work from customizable yet standardized templates allow for a consistent end-user experience for our clients, and elevates the perceived professionalism of our sales team.
• ANALYTICS: Unlike merely sending estimates or proposals via email, the tracking analytics available within Proposify's dashboard not only enables our project managers to more strategically engage with clients, but also gives our upper management an objective way to track the effectiveness of our sales team.
• EASE-OF-USE: Overall, Proposify's platform is easy to use and the UX is intuitive enough that the learning curve to use it is minimal.

Incentivized

• It is quite expensive.
• It is found to be complicated but after getting familiar with it, I just love to use this. Another thing that frustrates me is that it is quite difficult to install and configure.
• It is very difficult to proceed, but when you get along with it, you discover its amazing features.

Incentivized

• Export into Word would be useful
• SFDC integration sometimes doesn’t seem to search/find contacts/opps perfectly
• Some of controls (editing proposals and templates) could be more clear/intuitive
• Difficult for businesses where redlined contracts/proposals may find this software does not support client/vendor collaboration

Incentivized

We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us

Incentivized

Overall it's great. There's definitely a learning curve, and I wish that some things were easier to use. For example, changing images isn't the easiest thing to do in it, but I'd love to be able to quickly add and change header images in my proposals. So far I've figured it out, but each time I do it I forget how it's done since it's not intuitive.

Incentivized

I've actually never used Proposify support, so I'm unable to speak about it. I suppose that's a good thing. If I did need to use it, I would hope that they'd be responsive and intelligent, but, again, since everything has worked smoothly I don't really know how the support functions or how good it is.

Incentivized

Proposify stacks up well against its competitors. We tested all of these platforms. We found Proposify to be amongst the leaders in the look and feel of the software as well as the quality of the documents. Where Proposify lacked in comparison to Conga and PandaDoc was in its integration into Salesforce CPQ.

Incentivized

• I feel confident in handling the numerous type of invoices and better collaborate with my team through its mobile application, which is very user-friendly.
• barcode handling is and to detect signatures, is no more difficult.
• PrizmDoc is very good at handling documents in managing the content, I will like to mention its capability of handling the images through “document image clean up” and also it is good in compressing the images too.

Incentivized

• The detailed proposal has saved me time explaining a game plan to potential clients.
• They have customizable tables where the client can choose how many of a certain item they desire. For instance, if they want to buy graphics from you, they can choose how many. This allows for increasing profits by putting the choice in the customer's hand.
• When you send a contract you are alerted when a customer views the proposal. This has saved me time and money trying to go back and forth with my customers.

Incentivized