What users are saying about
30 Ratings
20 Ratings
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Score 8.5 out of 100
30 Ratings
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Score 8.3 out of 100

Likelihood to Recommend

Conga Collaborate

We've found that closing deals through Ocitv is very efficient and effective in saving our team time. A small team at our company has been using the beta version to display multiple quotes and proposals through our customized templates. The customization of templates allows multiple teams to leverage the software with little resistance from the client. We work with many legacy companies that still require a formal legal agreement
Anonymous | TrustRadius Reviewer

Proposify

Proposify is best suited for freelancers, entrepreneurs, and businesses of any size who want to professionally create and send project proposals to potential and current clients. This helps you stand out from the crowd with the look of how you present your services and lets you see if and when they open the proposals.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Proposal Creation & Organization

Conga Collaborate
Proposify
8.4
Proposal branding
Conga Collaborate
Proposify
9.0
Proposal templates
Conga Collaborate
Proposify
8.2
Proposal content library updates
Conga Collaborate
Proposify
8.2
Searchable proposal database
Conga Collaborate
Proposify
8.4

Proposal Collaboration & Workflow

Conga Collaborate
Proposify
7.9
Proposal collaboration & approval
Conga Collaborate
Proposify
7.3
User permissions/proposal editing controls
Conga Collaborate
Proposify
7.6
Sales proposal workflow
Conga Collaborate
Proposify
8.8

Proposal Delivery

Conga Collaborate
Proposify
9.2
Proposal distribution
Conga Collaborate
Proposify
9.6
Interactive proposals
Conga Collaborate
Proposify
8.5
Proposal content tracking
Conga Collaborate
Proposify
9.6

Pros

Conga Collaborate

  • Simple to implement and use. If you're using Word to write proposals, distribute, redline and edit them... you're going to save time on the first proposal you write.
  • Impressive to our prospects. When we distribute our password-protected proposals, our prospects always comment on what a great experience it is.
  • A huge time-saver with its templating capabilities. We have standard engagements with our clients and we're able to control and update the messaging as needed, and still personalize it to each opportunity.
  • A company that listens and cares about their clients' usage. From day 1 at TinderBox, the team has been responsive to our needs.
  • Tracking and measurement show our success rates. We love the fact that we get notified when the prospect opens the proposal and that we can track our team's success.
Douglas Karr | TrustRadius Reviewer

Proposify

  • So our favorite feature is the huge time savings. If anybody's ever done proposals on Word or Excel; it’s a head wreck. Proposify is great because there are beautiful templates there ready to go, it saves you a ton of time, and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.
  • There are great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal and when they've signed off on it. But you can also go into the app and see how much time people are actually spending looking at your proposal.
  • Because you send out the proposals and you can have automated reminder emails, there’s communication back and forth within the proposal that you can have-- the clients can actually write notes back and forth. It just makes the whole thing super smooth and it integrates with most of your CRMs out there.
Aislinn Kenyon | TrustRadius Reviewer

Cons

Conga Collaborate

  • Formatting is weak. Sometimes the UX for bold, underline, etc. do not work well. Copy and paste functionality can be buggy at times.
  • At times, we have a difficulties with the connection between SFDC and the tool, and sometimes the SOW does not appear in the opportunity record in SFDC.
  • Takes a while to get it looking good in terms of a final SOW. It can be time consuming and not very easy to learn as a beginner.
Anonymous | 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

Conga Collaborate

Conga Collaborate 4.8
Based on 2 answers
I don't see any use in my current org but If I see any use I'll propose it when I'm in position to recommand.
Sunil Parmar | TrustRadius Reviewer

Proposify

Proposify 1.2
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

Conga Collaborate

Conga Collaborate 8.0
Based on 1 answer
It's a fantastic platform as is, but there's always an opportunity to squeeze a little optimization into the fold. I am of the belief that the user should be looking left to go backwards, right to go forwards, up to the right for support, and hitting the menus for other commands. Sometimes I go to advance and I'm hit with the message that I have to save first... so I have to click a button up top to save, then back down to advance. I think a "Save and Continue" in places is appropriate.
Douglas Karr | TrustRadius Reviewer

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

Conga Collaborate

Conga Collaborate 10.0
Based on 1 answer
Their support team is top-notch--very quick to reach out to help on any issues or questions we have.
Anonymous | TrustRadius Reviewer

Proposify

Proposify 8.2
Based on 5 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

Conga Collaborate

Conga Collaborate has pricing that worked for our small team. The Salesforce integration is better suited for our needs with Conga
Anonymous | TrustRadius Reviewer

Proposify

We prefer the user interface and design more compared to Bidsketch. Probably the best advantage of Proposify is the detailed reporting and notifications of the actions by the recipients - we have a detailed breakdown of who has viewed our proposals, how many time it has been open and other metrics.
Adam Farrell | TrustRadius Reviewer

Return on Investment

Conga Collaborate

  • Positive: Time saving and proposal consistency.
  • Negative: Unreliable editor.
  • Positive: I appreciate the ability to track user's activity once a proposal is completed.
Anonymous | 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

Conga Collaborate

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Conga Collaborate Editions & Modules

Additional Pricing Details

Proposify

General

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

Proposify Editions & Modules

Edition
Tall$191
Grande$491
VentiPlease Contact2
  1. /user per month
  2. Billed annually
Additional Pricing Details
Try Proposify FREE for 14 days. No credit card required. No contracts. Cancel anytime.

Rating Summary

Likelihood to Recommend

Conga Collaborate
8.7
Proposify
8.1

Likelihood to Renew

Conga Collaborate
4.8
Proposify
1.2

Usability

Conga Collaborate
8.0
Proposify
8.3

Support Rating

Conga Collaborate
10.0
Proposify
8.2

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