Postwire vs. Proposable vs. Proposify

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 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

• 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

• 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

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

• 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

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

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

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

• Sales conversion rates
• Sales image
• Sales efficiency

• 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