Box vs. Proposify

I think Box is great for research teams or anyone that has a large number of files that need to be securely stored. Particularly in the case of social science research, where it is important to protect identifying data, Box is a great option. In cases where teams need a more reliable means for real-time collaboration, I would probably consider a different alternative

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

• The main feature that I like the most in Box is that it makes collaboration seamless, workers can easily check the documents any time and make changes according to the needs.
• Box manages and backs up all of your files on its cloud servers, and provides a very nice interface for creating, viewing, editing, and collaborating on the most commonly used file types (PDF, XLS, DOC, etc.).
• Over the past few years, Box has built on top of its basic cloud storage management with a host of other tools, such as workflows, AI, monitoring, and analytics.
• It is helping us to make good connections with clients and our workers themselves as to its syncing and viewing feature to all is very much helpful and easy to go.

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

• The graphic design of the dashboard should be simpler and more tangible that can be changed to the liking of the Admin.
• Sometimes there are some syncing issues in the background.
• The product has very limited functionality in some areas which could be a bit frustrating at times.

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

I like the security features and I like the website. It's easy to use and create and move things around as needed. The main reason for a lower rating is because the Box Sync app is just not a good program. It's a memory hog, it's slow, transfer speeds are slow, and it's not the most efficient route. If you have a large Box account and you need to get a computer up to speed on a large amount of data within Box, you are in for the long haul. Last time I had to do this, it took 3 days to sync all of the files and we are talking around 100 GB worth of data

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

Incentivized

Everything with Box is seamless. It can be integrated into virtually any other software or application. You can even get the app for your phone or tablet to work on the go. File syncing is so quick. The only reason I gave it a 9 is the issue I discussed earlier about the local file application rebooting and not continuing to sync files. Other than that, it's great!

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

Yeah, it's always worked, I've never had any kind of connection issues, the only issues I've had it I've been on our end when the Internet hasn't worked.

Incentivized

The general operation and management of Box is very efficient, both when accessing the account, and when adding files, downloading or modifying any document directly. The web platform, mobile and desktop versions work really well and quickly, making all the work and process flow smoothly and without setbacks. So far I have not been able to observe any inconvenience

Incentivized

I found their support community lacking in clarity when I experienced a login issue. The error messaging was poor on my Box Sync application. I did not reach out to support staff for help, instead, I reasoned that I should try downloading the Box Sync application again and reinstall it. That fixed my issue, thankfully. I think a less computer-savvy user would've been much more frustrated.

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

The in person training was done in house and I helped with the training, people seem to respond well.

Incentivized

The documentation is good. Since Box is a popular service, there were also a number of YouTube videos and other sources that were helpful as we were considering the product and planning for deployment. Also, the ability to try the free version helped to prepare us.

Be careful with settings. It is easy to get overwhelmed with updates. For example, you don’t want to be updated when doing historical data uploads. I recommend taking off notifications initially and then turn on post you have done your historical data upload.

They are kind of the same. And both of them do their job as promised. But for company and project wise I think that Box slightly wins for some points. Which [makes him] win over Google Drive (don't forget that Google Drive is very easy to use and has a lot [of] nice features too).

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

It's great, as we put more files on there it's done very well.

Incentivized

• Box has been an only positive experience. It provides a seamless way for me and my team to collaborate on documents in such a way where we're not sending the document back/forth via email. It's a huge timesaver.
• Box reduces the risk of sharing a sensitive document to the wrong person via email.
• Box has provided a platform where my team can share notes in meetings - this has helped streamline and organize our meetings. Our meetings are more productive and actionable.

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