Docmosis vs. Proposify

With customer support and flexibility in handling specific, unique scenarios, they are able to provide solutions quickly. There are no scenarios currently which we are aware that it may be less appropriate. If you have very large documents you should review architecture choices on how best to optimize your performance using Docmosis.

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

• Docmosis is excellent at support and will work with you to find a solution for your particular use cases.
• During our evaluation process, they were very helpful to get us up and running and we were one of the first docker based implementations so they worked quickly to get our infrastructure support setup.
• Their solution is very flexible and allows several ways to allow support dynamic document generation at a very good value.

• 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

• There isn't much in terms of what could be improved, but the only challenge we have which is in terms of future scaling and isn't a limitation, but just something we're trying to be cognizant of as it might increase our infrastructure costs. Since we have large numbers of multi-nested document templates, and large documents. Although Docmosis did help us reduce the time to generate our largest documents by a large percentage. This is likely an area of improvement that all providers would need to address.

• 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

They always respond to support and provide resolutions quickly and even provide the ability for new features/support to be incorporated very cooperatively by help with with alternate solutions as necessary.

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

We also evaluated Winward Studios solution along with HotDocs, we selected Docmosis for the following reasons:

1. We were using docker very early on, so they were very cooperative in helping us get our infrastructure working during the early evaluation phases, and went above and beyond to help with some of our template processing efforts.

2. When we were looking to improve the processing speed due to our complex large number of dynamically inserted templates, Docmosis was helpful with ideas. We were able to improve speed quite significantly with Docmosis' help by managing some dynamic aspects of our templates and including them inline vs. having them loaded dynamically.

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

• Very strong impact on ROI as it's value has been able to scale with our user growth.

• 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