Likelihood to Recommend 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.
Read full review SignNow is particularly useful for simple documents, forms and contracts where there the fields are pretty standards- names, signature block, title. It would be helpful to have features that allow substitution of certain fill in the blanks such that allow you to use the same template but first have a dialog to integrate language for a person, corporation, partnership or LLP. I'm a lawyer and having the ability to assemble variation of this nature into one template would be helpful. Also (and it may do this) the ability to change the actual form/document within the a template would be useful.
Read full review Pros 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. Read full review Ease of setting up documents that require eSignatures Ability to manage the order in which the document needs to be eSigned Tracking the status of who has signed and who hasn't Ability to 're-send' invites to team members who might have missed the original invite Ability to download the eSigned documents for internal record keeping Read full review Cons 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 Read full review When using shared templates, the option to rename the document is at the bottom of the signatures page. I would like that to be visible sooner as some of my team misses it and sends documents to clients with the templated name instead of the correct name because they forgot to scroll down far enough to see it. CC'ed contacts used to show suggestions as you typed the email if you've sent that person a document before, but that functionality no longer shows on our account. I'd like to see that brought back. It would be nice if we could add folders to our documents page so that we could sort sent and signed documents into individual client folders. The search feature works fine, but folders would help clean up the view for my team. Read full review Likelihood to Renew We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us
Read full review The features are too limited. The biggest issue though is the flexibility for editing existing forms without having to create a whole new form. The other issues are its payment partner options, lack of automation, and logic flow. We plan to quit this software and use other software in its place.
Read full review Usability 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.
Read full review In terms of core functionality - adding options for signatures, text, dates, check boxes, etc., as well as customising the body of the request, the title of the request, follow-ups / reminders for signature, etc., SignNow is great. It's really easy to navigate and use in this regard. SignNow loses points when it comes to the end-user who needs to sign. There's an option for them to either use the app (which is most prominent in the page that shows when they open the request) or to sign using their browser (which is much smaller). I had my assistant create this step by step guide for our clients, so they can complete the request the way we need them to:
https://docs.google.com/presentation/d/1FopYjlykHMFjIAQjgaNLtNIvSCQND_kb86-U9bA5M2A/edit?usp=sharing As far as I'm aware, you can't make it mandatory for them to draw their signature, and there's no option to remove the prompt for them to download the app when signing on their mobile device. I really wish these were options, but they don't take away from the fact it does what it is intended to do, and it does it well.
Read full review Reliability and Availability SignNow is always available when I need it. It seems that most updates occur outside of business hours so I have full functionality when I need it most between the hours of 8am-6pm EST. There has only been I time when I experience application errors when I need to use the system but it did not last long and the issue was resolved within a few hours.
Read full review Support Rating 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.
Read full review I only used SignNow support when setting up. I uploaded a bunch of documents in the wrong place and needed assistance in moving them. Unfortunately they were not able to move the documents and I needed to upload into a different place. This is where I feel the system itself could benefit from some flexibility for their customers.
Read full review Online Training It was nice to be shown the basics of the system and be able to see or understand the specific functions our company would need to use, such as the template creation, document grouping and document group templates. Being taught on how to use these functions, made learning them much easier.
Read full review Implementation Rating Make sure you know exactly what you need before implementation and be sure to ask how to use the most important functions of the system that you will be using.
Read full review Alternatives Considered 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.
Read full review I chose airSlate SignNow over
DocuSign primarily due to the superior ease of use and a more intuitive user interface (UI). airSlate SignNow's UI stood out with its simplicity and well-thought-out design, making the entire process of signing and managing documents much more straightforward.The drag-and-drop functionality and the ability to customize signature fields in airSlate SignNow were additional factors that tipped the scale in its favor. These features not only streamlined the signing process but also allowed for a more personalized and efficient document management experience.
Read full review Return on Investment 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. Read full review SignNow is far more economical than any other signature program I have ever seen. SignNow performs all the tasks that the more expensive competition does. SignNow does not require my clients to set up an account with a user name and password. Read full review ScreenShots airSlate SignNow Screenshots