Configure One vs. Proposify

ConfigureOne is user-friendly, even for people who have never used it before. It is straightforward and flexible to invent a solid CPQ platform and a useful sales and quoting tool. A simple-to-use program with ongoing help affects the user experience. Administrative training is well worth the cost for comprehensive and practical experience. We employ it throughout the entire process, from the quote to the final product. But there are some instances where the configuration process can take a long time to finish.

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 the creation of an online catalog, where our customers can access from the customer portal and see all the products we have available, as well as their features, design, quantity, price, and more.
• We can take in an orderly manner the entire process of the product from its creation to the categorization of products. The system has customer and proposal management, where we can access the files without problems or complications.
• It has a tool for the design of products in 3D, which we love because we do not have to search in other files and programs for plans and designs.

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

• In some cases, the configuration process can take a long time to complete. While the cost is high, the service is excellent.
• Learning can be difficult due to the high level of customization implemented. Backend compartments only connect from above.

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

Configure One is flexible in inventing a solid CPQ platform and a useful sales and quoting tool to understand our customers' needs better. It's extremely user-friendly and provides almost limitless customization options. It provides a diverse range of functions that allow users to customize their tools. The support staff is always available and knowledgeable. Because of its excellent service, we chose it over its competitors.

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

• It meets our extensive and dynamic product quoting needs and access levels, creating customized product quotes with minimal clicks.
• It is simple and flexible to create a solid CPQ platform, and a useful sales and quoting tool always adapt to the fast-changing technology trends.
• It's very adaptable, and it's integrated with CRM and ERP tools, so it creates a seamless user experience and ensures that our workflow is consistent from start to finish.

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