Proposify is an online proposal software designed to give users control and visibility into the most important stage of a sales process: the close. From deal design to sign-off, the vendor states users get the confidence and flexibility to dominate deals, and further states users will: Create impressive sales documents that stay consistent and error-free. Receive the insights to scale a process, make timely engagements, and accurately…
$0
per month
Sendoso
Score8.2 out of 10
N/A
Sendoso is a gift sending platform designed to support B2B sales and ABM, and provide a sales accelerant.
N/A
Pricing
Proposify
Sendoso
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Proposify
Sendoso
Free Trial
Yes
No
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
Get a free trial version of our Team Plan for 14 days. You're welcome to switch to our Free plan if you need more time with the product. No credit card required. No contracts. Pick the plan that meets your needs when you're ready.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I've used all the sending platforms (Sendoso, Reachdesk, Loop & Tie, Alyce, and Surgar Wish). I've had the most success with Alyce. We're a global SaaS platform with presence in NAM, EMEA and APAC. We're valued at $2B and drive around $2.5M in sales. As a demand gen team we have about ~$12M in program spend, so I'd say the tool is suitable for a scaling mid-market/enterprise brand that's focused on ROI, efficiency and scaling. I'm not sure who Alyce is not suitable for to be honest, I can only speak from my experience using it in my current role. I imagine it's not suitable for a company whose tech stack cannot integrate with Alyce.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The Custom Brand Shop has been a real game-changer.
Easy to place curation requests and quick responses.
The ability to send items through Amazon but also include inventoried items is great for higher value gift bundles and lets you avoid having to source items that you may not be 100% sure about the quantity needed.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We're very sticky with Sendoso and would prefer to not train the entire sales org on a new platform! That and we've already sent up a plethora of gifts the team can send out (eGifts, physical branded items, treats, plants, etc.).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I log in to the Sendoso website each time to use it, I'm not sure if there's an easier way. There may actually be a chrome extension that I'm just not using for whatever reason. I bet there is. But the website works well enough. Doesn't blow my mind, but it's all I need
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Sendoso occasionally has downtime, but it's usually isolated to a single feature and doesn't effect the entire platform. They are responsive when it comes to intaking these outages and are quick to work to resolve them
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Their platform doesn't take a long time to load, and it typically isn't too buggy once a new feature has been out for a while. Reports are pretty quick to generate and are emailed to the user on file for use typically within ten minutes or so. I have not noticed Sendoso slowing down any of the software it integrates with at all
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
They listened to the problem with delivery times but did not present a reasonable solution. Again, the shipping costs consumed too much budget. On one bulk send their support team agreed to take over a project for a few of the reps which is encouraging to see.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Our in person trainings were on zoom, but they are not recordings which is why I listed them as in person. You get a live person to walk you through integrations, how to use the platform, sendings best practices, setting up other users, etc. The customer success team will help you training staff users too. Ours even ran a contest for them to encourage them to send to prospects and they provided the prize!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
These were CSM and Onboarding team zoom meetings where they hand-hold you, which is nice especially compared to other company onboardings. After that they have Zen desk articles and regular check-ins where you can get the training you need. I also am on a slack channel with Sendoso staff where I can ask additional questions or look for best practices.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Get Sales and Marketing both involved in the implementation so you can strategize on how you'd want to use it across your organization. This will help your CSM roll it out the way you want instead of trying to piecemeal it after you've finished the onboarding process. Also I would recommend using a mix of Sendoso Direct, Inventory and eGift sends. Relying all on one or the other will not serve you well
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Local vendors, including print & mail houses, are the only thing I can compare to Sendoso for similar services. Local vendors are good for ordering a bunch of swag to have at the office or [giving] away at conferences but if you are looking to send items to clients/prospects on-demand then a tool like Sendoso is a must.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Sendoso has really improved here. Along with helping you train your staff, you can now clone gift touches, sync them with salesforce from the platform directly, and send out address confirmations using your own or their email sending platform - they also just released an option for you to white-label your own domain. helping you save time and get a lot off the ground quickly
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
