What users are saying about
38 Ratings
3 Ratings
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Score 9 out of 100
38 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

CIS Configurator

I like it when we are looking to see which patient is on which prescriptions and when a note is needed to be sent to the doctor we can mark it urgent. Sometimes this backfires and the note can be overlooked and an urgent message can be sitting in a file for a while.
Kelly Ferriter | TrustRadius Reviewer

Proposify

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.
Dwight Zähringer | TrustRadius Reviewer

Feature Rating Comparison

Proposal Creation & Organization

CIS Configurator
6.6
Proposify
8.4
Proposal branding
CIS Configurator
6.0
Proposify
9.2
Proposal templates
CIS Configurator
7.0
Proposify
8.6
Proposal content library updates
CIS Configurator
7.0
Proposify
7.9
Guided proposal creation
CIS Configurator
6.0
Proposify
Searchable proposal database
CIS Configurator
7.0
Proposify
7.9

Proposal Collaboration & Workflow

CIS Configurator
7.0
Proposify
7.8
Proposal collaboration & approval
CIS Configurator
7.0
Proposify
7.1
User permissions/proposal editing controls
CIS Configurator
7.0
Proposify
7.8
Proposal automation user interface
CIS Configurator
7.0
Proposify
Sales proposal workflow
CIS Configurator
Proposify
8.6

Proposal Delivery

CIS Configurator
7.0
Proposify
8.6
Proposal distribution
CIS Configurator
7.0
Proposify
9.0
Proposal content tracking
CIS Configurator
7.0
Proposify
9.2
Interactive proposals
CIS Configurator
Proposify
7.6

Pros

CIS Configurator

  • Confidentiality with health records
  • Communications between work and the doctors
  • Areas to send prescriptions
Kelly Ferriter | TrustRadius Reviewer

Proposify

  • 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.
Zach Yokum | TrustRadius Reviewer

Cons

CIS Configurator

  • Sometimes the site is down for a period of time and this disrupts the workflow
  • Pulling up multiple patients can sometimes get confusing
Kelly Ferriter | TrustRadius Reviewer

Proposify

  • 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
Will Goad | TrustRadius Reviewer

Likelihood to Renew

CIS Configurator

No score
No answers yet
No answers on this topic

Proposify

Proposify 1.0
Based on 2 answers
We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us
Will Goad | TrustRadius Reviewer

Usability

CIS Configurator

No score
No answers yet
No answers on this topic

Proposify

Proposify 8.3
Based on 3 answers
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.
Natalie C. Winslow | TrustRadius Reviewer

Support Rating

CIS Configurator

No score
No answers yet
No answers on this topic

Proposify

Proposify 8.1
Based on 7 answers
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.
Natalie C. Winslow | TrustRadius Reviewer

Alternatives Considered

CIS Configurator

I have not used many products but I am very fond of CIS
Kelly Ferriter | TrustRadius Reviewer

Proposify

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.
Anonymous | TrustRadius Reviewer

Return on Investment

CIS Configurator

  • We are able to work faster and bring in more clients with an electronic system
Kelly Ferriter | TrustRadius Reviewer

Proposify

  • 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.
Brie Goumaz | TrustRadius Reviewer

Screenshots

Pricing Details

CIS Configurator

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$700*

* $60 per user (minimum 10 users)

CIS Configurator Editions & Modules

On-premise Edition
CIS Configurator - On Premise$16,5001
  1. 5 users included
SaaS Edition
CIS Configurator - Cloud$6,0001
  1. 5 users included
Additional Pricing Details
Additional fees apply fro setup to On Premise and SaaS $750 Training - 16 hours is recommended $2,800 Integration's are additional, price on request First year fees paid in advance and then quarterly

Proposify

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Proposify Editions & Modules

Additional Pricing Details
Try Proposify FREE for 14 days. No credit card required. No contracts. Cancel anytime.

Rating Summary

Likelihood to Recommend

CIS Configurator
10.0
Proposify
8.1

Likelihood to Renew

CIS Configurator
Proposify
1.0

Usability

CIS Configurator
Proposify
8.3

Support Rating

CIS Configurator
Proposify
8.1

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