Proposify vs. Tacton Design Automation

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.

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For design automation for SOLIDWORKS, I feel Tacton Design Automation is the best solution out there. It's simple to develop and implement for the design/engineering department. But can be implemented within the sales team as well with Tacton CPQ. When a company has products that are modular and/or have many sizing updates, this is where Tacton excels. If you have products that are completely customized, then Tacton or even design automation isn't the best suited for that.

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• 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.

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• Tacton has a non-linear solver, meaning it can solve lots of equations without them being is a particular order. This enables the software to be incredibly flexible.
• Tacton has a great interface to set up configurators for people to use. No knowledge of programming languages is required. The configurator uses equations similar to Excel equations to control what the users options are.
• Tacton has the ability to easily add lists of data like product lists, beam or pipe sizes that because available for user selections or for calculations.
• The Tacton configurator also automatically builds the user interface as you set up user inputs making it much easier to set up then competitor software.

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• 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

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• Layout mode is probably the most lacking aspect of the software (within Tacon Design Automation Engineer). Something so powerful as having modular parts should be more heavily supported. Although, I've heard Tacton is focusing on updating this with better functionality.
• The constraint editor does not display complex/lengthy constraints very well. I end up using Excel to visually break out in cells the different aspects of the constraint.

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

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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.

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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.

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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.

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Drive Works is the main competitor for the TactonWorks module of Tacton. We actually discovered DriveWorks and purchased it before we discovered Tacton and started to use it. Once we discovered Tacton we liked it so much better we dropped using DriveWorks and switched to Tacton. I think you could accomplish what you need to in DriveWorks, but it is easier to setup in Tacton and Tacton has alot of features that really can make your product configurators nice

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• 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.

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• Time to produce submittals went from 1-2 weeks down to a couple of days. Then, once approved, normally to produce the fabrication drawings (70+ unique parts) it would take from 4-6 weeks. We can get it down to as little as a few days.

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