Proposify vs. Slack

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

Independently Invited by TrustRadius

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

Slack is ideal for Scrum and agile teams that need continuous communication during sprint planning, daily stand-ups, backlog refinement, testing, and retrospectives. Slack is well-suited for maintaining team knowledge through searchable conversations and dedicated channels, where experienced team members help onboard new QA analysts.

• 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

Independently Invited by TrustRadius

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

• Customer issues: Threads feature allows us to group a particular issue in a single thread and discuss within that thread. I can use the thread link to embed in JIRA ticket for tracking progress in JIRA (which is our details engineering tracking system).
• Ability to add folder to Slack channel helps keep important information, documents easily accessible. e.g., we use this to keep a "ramp up" folder that can be used by any new joiner.
• Global search is effective when I forget which group a particular message was in.

• 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

Independently Invited by TrustRadius

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

• Would love a better integration with GitHub. For example, notifications when your PR is updated, when review is requested, @-mention in comments, etc.
• Improved "Later" tab, for example the ability to create to-do lists or making the "Later" tab into a more powerful to-do list (annotate items with notes)
• More powerful integrations, e.g. Google Calendar could render a calendar view within Slack, rather than sending the daily schedule

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

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

Incentivized

Independently Invited by TrustRadius

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

To be more transparent, I give 10 because Slack serves our collaboration needs. It provide us a good platform for team communication relaying important update within the company, it has even mobile app where you can install in your phone to monitor any updates within that team that needs your immediate attention and intervention.

Incentivized

Independently Invited by TrustRadius

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.

Incentivized

Independently Invited by TrustRadius

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

Slack has good usability. Devs that are not familiar with the platform are able to jump into conversations and start sharing code and links within just minutes. Non developers are also able to understand the layout such as the Project Managers that are keeping the projects on track. We have not seen any tickets where employees are having trouble understanding Slack.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

Yes, the app works 24/7. I don't even recall having any period that we could not use since the implementation. Even the maintenance periods are barely noticeable and our work is not impacted by it when it happens.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

Slack is a soft app, we don't have many issues with it. I recall one or two people complaining about something during our usage period, but I didn't have a bad experience. When the app is slow, usually the problem is with my computer or my internet. The app works just fine.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

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

Independently Invited by TrustRadius

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

Whenever I've had to troubleshoot an issue with Slack (which, to be honest, has not happened very often), their online documentation has been easy to locate, easy to understand, and effective in resolving my issue. Slack's ever-growing popularity also means that there's a large community of practice out there that can be depended upon.

Incentivized

Independently Invited by TrustRadius

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 was not part of the implementation team, but I recall being 100% happy and excited to learn and use a new tool. I'm still am to be honest.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

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

Invited by the Vendor

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

I like Slack better than ClickUp, because I would spend 30-60 minutes a day updating my ClickUp tasks. The way ClickUp was used was very micromanaging. I billed by the hour, so I was willing to put in the time to alert the boss what tasks I was working on.

One of my jobs used Hive - I mostly just ran it in the background in case anyone messaged me. I did not use it often.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

• 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

Independently Invited by TrustRadius

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

• Slack has been incredibly helpful in connecting various tech apps and ecosystems, creating a more streamlined and responsive process.
• Slack has made it significantly easier to communicate with our team members across multiple time zones, creating a more engaging environment for our all-remote team.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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