Proposify vs. Responsive

We use proposals for client contracts. They are several pages long with a lot of legalese. We also use them for NDA contracts with clients. Mainly we use Proposify for client project proposals. The proposals include description, main project points, price, timing, scope, process, cost, and everything the client can expect. I like that we were able to design a custom cover for our proposals. Proposify does one thing very well and that is proposals. I like that it doesn't try to be everything

Incentivized

Responsive is well suited for bid response teams and organizations that often respond to RFPs, but also for organizations looking to have access to information from their large library of documents, presentations, and images using AI and a chat bot that serves their internal organization to respond to clients faster and more accurately

Incentivized

• So our favorite feature is the huge time savings. If anybody's ever done proposals on Word or Excel; it’s a head wreck. Proposify is great because there are beautiful templates there ready to go, it saves you a ton of time, and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.
• There are great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal and when they've signed off on it. But you can also go into the app and see how much time people are actually spending looking at your proposal.
• Because you send out the proposals and you can have automated reminder emails, there’s communication back and forth within the proposal that you can have-- the clients can actually write notes back and forth. It just makes the whole thing super smooth and it integrates with most of your CRMs out there.

• Manages structure responses well
• Manages permissions from the various users that access the solution
• Allows for a global deployment with built in language capabilities
• Allows for 100% visibility into the RFx process for all stakeholders
• Allows for ease of answering via ML that has been built in

Incentivized

• The text editor is slow, buggy, and the Achilles heel of the Proposify platform. It got worse with the launch of their new UI.
• The new interface was launched way before it was ready for prime-time. As a result, there are still quite a few bugs Proposify has yet to fix. Once you upgrade to the new interface, you can't go back.
• It's not uncommon to have sections of a proposal disappear entirely from the PDF version.
• Depending on the browser, formatting can be far different that the creator intended.

Incentivized

• Analysis Tools: although what is provided is quite good, there is definitely room for improvement. For instance it would be nice if it were easier/quicker for each evaluator to record their notes/comments when scoring, and to be able to search through those notes/comments later. Also, it would be really helpful to be able to annotate/mark-up the actual responses (highlight, underline, circle, call-out notes, etc.), with such mark-up tracked by evaluator, and with the option to hide/show mark-up.
• Results Analysis, Reporting, and Presentation: in my opinion, this is the only area of weakness in RFP360. There are very limited options, after scoring/evaluation of responses is completed, for generating reports, graphs, charts, etc. to be used in evaluating results and presenting to the end client. I've always had to export the scores and use Excel to create the necessary visuals for final analysis and presentation.
• Complex Questions: RFP360's ability to handle complex RFP questions (e.g. involving tables, charts, multi-part answers, graphics, etc.) is limited, and existing capabilities in this area are fairly cumbersome to navigate and use.

Incentivized

We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us

Incentivized

We'd be sunk without Responsive. The sales motion would slow way down in several places, and that's just unacceptable. AND I love the product. It helps me do my job efficiently. The Responsive team is GREAT. Support is getting better. The Product and Customer Experience Team is so knowledgeable and willing to help with new features and troubleshoot what's going on. It's an all-around great experience. Not to mention starting over - I can't even get my head around that.

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

Very easy to navigate and use. Very intuitive user interface

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

If I cannot solve a problem, then I reach out to Support and they are ON IT. They always solve the problem and get back to me immediately with an answer. Our customer support person who is assigned to us (we have had several) are responsive and helpful. We have asked them to sit in on meetings and help socialize the tool.

Incentivized

We were able to complete an RFP during our free trial. We were already leaning toward RFPIO but that pushed us over the edge.

We looked for a solution after we spent countless hours and years maintaining a MS Word Template system. Proposify takes many features and streamlines them, mak[ing] them interactive and clean. It's nice to digitally deliver a proposal that a customer can view online- it ads a "creative expectation" for a design agency to fulfill this approach facing a client. It's expected rather than a MS Word doc sent via email or printed and hand delivered. The export to PDF is a nice feature if you need to print.

Incentivized

I didn't select a tool, so I'm not sure what else is available in the market beyond Loopio, which we used previously. It's been at least 2 years since I last used Loopio, so it might be inaccurate at this point, but Responsive's AI seems much better at providing a specific answer to your question and is less general.

Incentivized

• The use of templates within Proposify has empowered our sales team to reduce the amount of time it took to send out a proposal by almost 50%!
• The ability to add user-selectable "add-ons" to a proposal saw a 10% increase in overall sale price.
• Developing the templates within the somewhat limited parameters that Proposify's design interface offers did require some significant time from our design team.

Incentivized

• Increased revenue - with our ability to respond to more proposals, we have seen amazing return on investment.
• Compliance oversight - the system allows our national complaince team to review answers and ensure that responses are inalignment.
• Content and brand management - RFPIO allows our marketing and design team to better manage our visual and written brand.
• Faster timeline - we have been able to take a process that used to take months into a much shorter process.

Incentivized