Proposable vs. Proposify vs. Salesforce Maps

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

This is best suited when there is territory management at the field or rep level. One can easily distribute the area/ locality, balance revenue, and optimize sales/outcome. However, this may be less appropriate for organizations that operate entirely on remote sales or for those where geographic location does not matter.

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

• Drilling down from the map point, to account/work order/opportunity.

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

• They just restructured their pricing model and we are ending our contract because of it - you have to pay for 10 users.
• The crossover with accounts and contacts are hard to map.
• The window sizes when navigating the maps are difficult to work with.

Incentivized

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

It aligns well with business needs. We clearly get productivity gain, and its seamless integration with Salesforce makes things easier. The ability to visualize things and performance geographically helps us to make better decisions. It also saves us lots of time and effort and increases efficiency.

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

Support was comical. It was barely available and the few times I did get help the language barrier was extraordinarily problematic

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

Allows for many more contacts to be loaded into the map.

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

• For the first time, we were able to see donors on a map which was life-changing.
• Its allowed us to target donors on trips and other email campaigns when we haven’t been able to before.

Incentivized