Dropbox DocSend vs. Proposify

DocSend works really great if you want to send out a doc to a prospect and want to track when they open it and what content they view. The reporting on this works really well and I've been happy with this functionality. Where it falls short is when you're trying to use it for a live demo utilizing the join.me integration. There are a lot of issues when you try to switch your screen and it only works 2/3s the time. I'd prefer an all-in-one solution instead of this Frankenstein model.

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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.

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• Additional information from users who have already downloaded the files or material.
• Additional information if the download link(s) have been resent.
• Password encryption if necessary.
• Email verification for third-party download via email.
• Add-ons with other platforms and applications, such as Outlook and Gmail.
• Seal of documents by electronic signature

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• 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.

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• DocSend has a newer feature called Spaces, it lets you place multiple files into a single "deal room". Unfortunately for us, we need it to support nested file structures for larger content sets. Their support team says this is on the way.
• I'd like to be able to change the icons for links add to Space, currently, they're a default icon.
• Navigating the UI is just a bit laborious, it feels like it should be easier to get to link creation since that is what you're doing 90% of the time you go to the site.

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• 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

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

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The platform and UI are great. never faced any problems.

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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.

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I haven’t used the support as our internal teams do a great job of fixing and supporting our DocSend use.

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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.

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DocSend is more convenient than DocuSign if you are already using Dropbox, otherwise a lot of these solutions come down to pricing and preference on user interface. For us, DocSend was great until our needs changed to needing a more sophisticated contract management tool. With further integrations and API accesses in the future, I think it will be easier to have all systems communicating and working together .

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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.

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• For about $100 you can optimize all
• Of your pipelines that rely on decks or documents - worth it!
• The time you’d spend having to send each link to individual clients without tracking is well worth the $100 on the product
• We’ve been able to close our fundraising round and increase partnerships by utilizing DocSend - would recommend!

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• 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.

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