Bigtincan Engagement vs. Ignition vs. Proposify

ADR is a great interactive tool for B2B businesses that sales deals one-on-one with the customer. I don't think it would be well suited for B2C businesses because of the need and cost for individual licenses per user. I would highly recommend this tool to B2B companies that practice traditional sales with a technological edge.

Incentivized

Ignition (initially called Practice Ignition) performs quite well at proposal building, contract development, tracking and invoicing, payment and collections. The only issues where I see Ignition not being a good fit is in smaller firms that require a more feature rich plan. A perfect example is a solo firm has a limited number of proposals they can activate, and would have to spend extra for additional features like multiple e-signatures.

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

• Allows us to include video collateral in our portfolio
• Allows visibility into an activity that the recipient performs once collateral is sent to them
• Provides analytics around most and least used pieces of collateral
• Allows our marketing team to generate and upload new collateral on demand

Incentivized

• Automatic Payments: You set up a proposal to collect payments once and you don't have to worry about bugging the client for payment every month.
• Amazing support: I have always received answers from the support team within the same day. They are very patient and understanding.
• Integrates with Xero: It integrates with our accounting software, making reporting faster.

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

• I wish the App UI was the same across all platforms. The app looks different on Windows than iOS.

Incentivized

• The charge back process is messy and not transparent enough. When there is a charge back, PI deducts the amount from other payments settling on the same day, and does not provide a break down of the amounts. This makes it impossible to track without getting help from support.
• PI should send email alerts monthly (or at some interval determined by user) for expiring engagements.
• PI should allow the client to make service selections -- we should be able to offer 2 or 3 options under a service offering, and the client chooses and sees the impact on monthly/annual pricing.
• PI should allow for more than 2 templates (Business and Individual).
• PI should integrate with Jet Pack Workflow to automate the creation of new jobs once a proposal is approved.

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

App Data Room has been instrumental in allowing our sale representatives to present up-to-date and innovative marketing collateral to potential customers. A second value add is that our Marketing Department is able to create and upload the most current material to the app so that our sales representatives have access to the most up-to-date information to present to our customers.

Incentivized

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

Incentivized

Overall, the App Data Room product is easy to use. Our Marketing Department is able to quickly upload updated and new material once they create the documents. Users are able to quickly find material filed by subject matter. Once the appropriate material is located, it can be presented on their iPad and emailed to prospective customers who indicate interest in the products.

Incentivized

The Ignition product is quite usable for the average user. The app has preloaded templates that can get even new-hires to navigate the software and set up proposals. The only area where I see the Ignition product lacking is the additional fees smaller firms may have to pay to get the full feature advantages of the product.

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

The few support requests that we have submitted have been resolved within 2 business days. The App Data Room staff has also been responsive to suggestions from our staff to upgrade the product - specifically in the area of analytics.

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

No, key insights. Implementation was easy. The App Data Room staff hosted initial training sessions for our support personnel, and then these support persons conducted training and support sessions for our users.

Incentivized

We've used custom developed tools in the past but the upfront cost is very high and the solution we had was very costly to update. We did not have a CMS previously so real-time updates were unheard of. App Data Room has all of the features we previously had plus so much more.

Incentivized

You aren't able to customize the design of the proposal, but it surpases everything we have ever tried. It's easy to use and quick to learn.

Incentivized

It was highly recommended by an associate and we have been on the receiving end of Proposify proposals and impressed by it. I don't recall if we looked at others but if we did they paled in comparison. There was no question as to using Proposify. It met all the needs, was easy to use, looks great and was exactly what we wanted and needed.

Incentivized

• I don't have any hard numbers. But all I get are good reviews and compliments from our sales team and customers who interact with ADR.

Incentivized

• We have reduced our A/R by 60% and expect to completely eliminate A/R by the end of this year.

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