Ignition vs. Postwire vs. Proposify

It can be used to invoice for anyone, so I will always recommend it.

Incentivized

Postwire is best used in any type of situation where you're trying to deliver data sheets, content or videos to customer or clients in one please. Instead of sending multiple emails with a lot of stuff attached, this is a great place to store it. It looks professional and often times, the client appreciates not having to look through all of their emails.

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

• Proposal process. PI makes it easy to create and send proposals to new and existing clients, collect their payment info, and get signature on the engagement letter.
• Easily identify engagements that will be expiring, so we can begin to assemble a renewal.
• Communication to and from the client during the proposal process, which keeps everything associated with the proposal together in one place.

Incentivized

• Content Sharing - Easy way to share content.
• Content Engagement Tracking - Easy way to track prospects engagement with the content
• Ease of Use - Ability to set up a site in minutes.

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

• I would love to see it really support other industries better, like Marketing. There are workarounds for invoicing and set up, but it could be easier.
• I would love the option to be able to send the client a single proposal with different options and allow them to select which one they want to move forward with. Right now we have to send a proposal for each option.
• I would love for there to be user permissions where certain users can log in to see the proposals they are associated with without seeing everything.

Incentivized

• Enough people don't know about Postwire, and I think that because of that, prospective clients often disregard these links as spam.

• 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

Unfortunately, the decision to renew does not fall on me. However, I have told the decision maker that I believe that we utilized Postwire incorrectly when we started. I believe that rather than sending links to our Postwire pages to prospective clients in our introduction email, they would be better suited to send after connecting and agreeing to send them additional information. That way, you can explain that it will be in the format of a Postwire link due to it's ease of use.

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

You aren't able to customize the design of the proposal, but it surpases everything we have ever tried. It's easy to use and quick to learn.

Incentivized

Clearside has less features and is very simple. It's convenient because it comes free with Sales Navigator. There is limited functionality and you can only have a certain number of different clear slides accessible at once. There is also a lot of other random LinkedIn content that shows up on ClearSlide, but I'm not a fan. I prefer paying with Postwire over free with LinkedIn.

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

• We have reduced our A/R by 60% and expect to completely eliminate A/R by the end of this year.

Incentivized

• Sales conversion rates
• Sales image
• Sales efficiency

• 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