Likelihood to Recommend Great for delivering insight on which personas are engaging with the material shared. If I've had multiple meetings with personas, but they have not engaged with my proposal, I'm now able to understand the priority of our partnership and how it ranks within their other initiatives.
Read full review 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.
Read full review Pros From an admin perspective, the platform is very easy to navigate, build and launch new content and informational pages for our team. The search feature within the platform is very accurate and does a great job of curating the top content based off of what our reps are looking for. The ability for our reps to hit 'edit in word online' or 'edit in Excel online' is great because our reps don't have to download a doc, edit it and then re-upload into the system. Any changes they make are auto-saved and stored right in Highspot. They can then present straight from the platform. Read full review 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. Read full review Cons The mobile platform is not as user-friendly, missing some of the ease of use from a mobile device. The Help section is not as comprehensive or accurate. Often a search yields answers that are not relevant to the issue trying to be resolved. Content can only be sorted alphabetically or by date, it would be useful to be able to sort by author or department as well. Read full review 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 Read full review Likelihood to Renew I love Highspot, it saves me a ton of time every single day. I like how my correspondence looks professional and I know what I'm sending is accurate and company approved. I'm able to add it to an email template in seconds and choose multiple brochures if it fits the information the student wants or requested. I can also customize templates to make them company specific when appropriate
Read full review We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us
Read full review Usability It is a very intuitive website with easy navigation. I am also able to search by market name alone to get all the information that I need within that market. It is only as good as the information you place into it, but the naming conventions should be standard across the board.
Read full review 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.
Read full review Support Rating I have not needed any customer support until now, I guess this is because they work on a proactive maintenance of the platform. We have an internal team working with Highspot so if I need help I go to my internal team not directly to Highspot. I have never heard any complaints.
Read full review 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.
Read full review Alternatives Considered Dropbox was sufficient for storing content in an easy to access space but, provided us no value beyond that. SharePoint actually made us less productive due to the amount of time our sales team had to spend searching for the right piece of content. Neither solution provided us any analytics as to what content was being used/engaged with.
Highspot provided us with intuitive content search and organization with the ability to tag keywords, search queries, and fine-tune categorization of all of our content. Highspot also provided us with direct feedback when our customer or prospective customers were viewing content which enabled us to follow-up at the perfect time and was directly attributed to several closed won opportunities. Their Outlook integration is the icing on the top as it allows our sales team to share content, access email templates, and link communication back to
Salesforce without ever having to leave the email client. With these features combined Highspot has made me drastically more productive and efficient in my work.
Read full review 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.
Read full review Return on Investment Highspot has created more efficiency within our Sales team as reps no longer have to "hunt" for up-to-date collateral Highspot helps us understand what collateral gets deals in pipeline Highspot aids in new employees getting ramped easier and faster with one location to review training content Read full review 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. Read full review ScreenShots