Litera Draft vs. Proposable vs. Proposify

Litera Desktop has many functions, but it is still a user-friendly program. Very easy to implement and easy to train. We send a variety of documents to clients and other legal professionals electronically. Litera will clean and scrub documents so that there is no hidden metadata when the documents are transferred. This keeps not only our clients and their files safe, but it keeps our email programs safe and clean as well.

Incentivized

It is a great solution for small to medium-sized businesses. It is fairly customizable, and their support team has been great to work with us. They have helped us build some custom workflows to push a customer straight to a credit card page once they sign the proposal. This has really helped increase conversions when signing on a new customer.

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

• Clearly shows the changes between two documents using multiple colors of text and crossing-out and underlining.
• Has diverse options for savings and sending the comparison document (Word, PDF and its own proprietary file format).
• Has multiple options for letting you review each of the changes (in sequential order or by type of change).

Incentivized

• Very professional
• Easy to navigate and use
• Easy to edit and draw up new proposals

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

• It is the best when comparing any text or fragment of any content.
• It helps us to better understand the purchases at the moment of making a move in our newsroom.
• Its compatibility with other systems is very effective and safe, it makes us communicate safely.

Incentivized

• The user interface is not intuitive and you'll need some time to understand where things are.
• The structure of the proposals is sort of rigid and is difficult to create really beautiful documents (unless you are a genius designer).

Incentivized

• 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

They have done a good job of now overloading Workshare Compare with extra features it doesn't need. This does a couple of things:

1. It means the interface doesn't have too many menus or too many buttons to click. Everything is straightforward and easy to use.
2. It keeps the software fast.
3. It makes it easy on the user to decide when you do and do not need to use this software.

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 gave Workshare Compare such a high rating because I don't think I could do my job without it. It has just become so integral to my workflow, that if I were to ever change jobs I think I would have to insist my new employer to me a license. It is fast and just works 99% of the time. It is very rare that it gives me errors, and when it does it's likely because the underlying document is corrupted, not because of any issues with Workshare Compare.

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

The interaction that can be done within this software is very different from the others. One of the most important is that it is dedicated to quickly and easily summarize the work of comparing files, without having to work a lot to do it. Also, it is a program that helps to discover the direct opinion among the users of these documents.

Incentivized

I didn't choose Proposable over DocuSign, but I did use it at a previous company. Proposable is great for the smaller business and makes the creation and sending of agreements so easy! DocuSign was nice, but it was more complex in my experience and created a bottleneck for our sales team to get approval. I'm sure this was more of our own internal process, but between the two, Proposable was much faster to get what you needed in the form of an agreement. Less time freed up more time for selling!

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

• Document Security is of paramount concern and Workshare 9 is a workhorse.
• Accuracy of Document Comparison is also a a critically important task and it is done to perfection.

Incentivized

• It has left a great impression on current prospects and clients
• It is the easiest way to draw up terms of an agreement
• It is the best way to track who and when a prospect is viewing a proposal

Incentivized

• 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