Proposify vs. WordPress

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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Wordpress is a great solution for a website of nearly any type. It may not be as suitable if a fully custom solution or app is needed, and it does have some limitations when it comes to connecting it to external products (especially if the product doesn't have any support from a native system), and it does require a lot of testing. Multiple plugins in one install are common but also increase the risk of conflicts, and when those do occur, it can be exceptionally time-consuming and tedious to identify what is causing the issue. As third parties create many plugins, you're also at risk with each potential security breach, which needs to be kept in mind. I would be cautious to use WordPress to store any sort of sensitive PPI. That said, it's a wonderful, easily customizable solution for many, many different types of websites and can allow even inexperienced client users with low-tech knowledge to update basics.

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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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• Easy to use User Interface
• Coding / Plugin Implementation is awesome
• There's always a solution available for the platform
• Security is easy to use and robust
• Implementation with 3rd party platforms, such as Google's variety of tools
• Can download and host on your own server or use their hosted servers

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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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• WordPress breaks often so you need to have someone who understands how to troubleshoot, which can take time and money.
• Some plugins are easier to customize than others, for example, some don't require any coding knowledge while others do. This can limit your project if you are not a coder.
• WordPress can be easily hacked, so you also need someone who can ensure your sites are secure.

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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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The complications we have and the lack of support. Every plugin has a differente team of support in charge and make one plugin work with the other one always affects the website performance. It's a thousand times better to have only one provider with all functionalities included unless you are an expert web developer or have a team dedicated to it

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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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Extremely easy to use and train users. It took very little time to get everyone trained and onboarded to start using WordPress. Anytime we had any issues, we were able to find an article or video to help out or we were able to contact support. The menu options are well laid out so it is easy to find what you are looking for.

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Anyone can visit WordPress.org and download a fully functional copy of WordPress free of charge. Additionally, WordPress is offered to users as open-source software, which means that anyone can customize the code to create new applications and make these available to other WordPress users.

Mostly, any performance issues have to do with using too many plugins and these can sometimes slow down the overall performance of your site. It is very tempting to start adding lots of plugins to your WordPress site, however, as there are thousands of great plugins to choose from and so many of them help you do amazing things on your site. If you begin to notice performance issues with your WordPress site (e.g. pages being slow to load), there are ways to optimize the performance of your site, but this requires learning the process. WordPress users can learn how to optimize their WordPress sites by downloading the WPTrainMe WordPress training plugin (WPTrainMe.com) and going through the detailed step-by-step WordPress optimization tutorials.

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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I give this rating, which I believe to be a great rating for a community based support system that's surrounding it. Most platforms and products have their own, and as WordPress does have their own team that help here and there, a lot of it's handled by community involvement with dedicated users who are experts with the system who love to help people.

Varies by the person providing training. High marks as it's incredibly easy to find experienced individuals in your community to provide training on any aspect of WordPress from content marketing, SEO, plugin development, theme design, etc. Less than 10 though as the training is community based and expectations for a session you find may fall short.

It is very easy to find online resources to learn how to do just about anything with WordPress.

WordPress is not a great solution if you have: 1) A larger site with performance / availability requirements. 2) Multiple types of content you want to share - each with its own underlying data structure. 3) Multiple sites you need to manage. For very small sites where these needs are not paramount, WordPress is a decent solution

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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WordPress isn't as pretty or easy to use as certain competitors like Jimdo, Squarespace or HubSpot, but it makes up for it with its affordability, familiarity and the ability to find quality outside help easily. The same can't be said for certain competitors, as you might need to find an expert and it could get costly.

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WordPress is completely scalable. You can get started immediately with a very simple "out-of-the box" WordPress installation and then add whatever functionality you need as and when you need it, and continue expanding. Often we will create various WordPress sites on the same domain to handle different aspects of our strategy (e.g. one site for the sales pages, product information and/or a marketing blog, another for delivering products securely through a private membership site, and another for running an affiliate program or other application), and then ties all of these sites together using a common theme and links on each of the site's menus. Additionally, WordPress offers a multisite function that allows organizations and institutions to manage networks of sites managed by separate individual site owners, but centrally administered by the parent organization. You can also expand WordPress into a social networking or community site, forums, etc. The same scalability applies to web design. You can start with a simple design and then scale things up to display sites with amazing visual features, including animations and video effects, sliding images and animated product image galleries, elements that appear and fade from visitor browsers, etc. The scaling possibilities of WordPress are truly endless.

• 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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• Allowed us to being all websites under a single umbrella, saving costs on similar products.
• It's increased our website turn time and made us faster and more efficient at launching websites.
• Edits and tweaks happen much faster as we have a customized environment.

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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