What users are saying about
43 Ratings
23 Ratings
43 Ratings
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Score 8.6 out of 100
23 Ratings
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Score 8.1 out of 100

Feature Set Ratings

    Proposal Creation & Organization

    8.2

    Proposify

    82%

    ZoomInfo Engage

    Feature Set Not Supported
    N/A
    Proposify ranks higher in 4/4 features

    Proposal branding

    9.3
    93%
    20 Ratings
    N/A
    0 Ratings

    Proposal templates

    8.7
    87%
    20 Ratings
    N/A
    0 Ratings

    Proposal content library updates

    7.5
    75%
    17 Ratings
    N/A
    0 Ratings

    Searchable proposal database

    7.3
    73%
    20 Ratings
    N/A
    0 Ratings

    Proposal Collaboration & Workflow

    7.8

    Proposify

    78%

    ZoomInfo Engage

    Feature Set Not Supported
    N/A
    Proposify ranks higher in 3/3 features

    Proposal collaboration & approval

    7.2
    72%
    18 Ratings
    N/A
    0 Ratings

    User permissions/proposal editing controls

    8.0
    80%
    17 Ratings
    N/A
    0 Ratings

    Sales proposal workflow

    8.2
    82%
    17 Ratings
    N/A
    0 Ratings

    Proposal Delivery

    8.1

    Proposify

    81%

    ZoomInfo Engage

    Feature Set Not Supported
    N/A
    Proposify ranks higher in 3/3 features

    Proposal distribution

    8.5
    85%
    18 Ratings
    N/A
    0 Ratings

    Interactive proposals

    6.9
    69%
    19 Ratings
    N/A
    0 Ratings

    Proposal content tracking

    8.8
    88%
    19 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • ZoomInfo Engage is rated higher in 2 areas: Likelihood to Recommend, Likelihood to Renew

    Likelihood to Recommend

    8.0

    Proposify

    80%
    20 Ratings
    10.0

    ZoomInfo Engage

    100%
    7 Ratings

    Likelihood to Renew

    1.0

    Proposify

    10%
    2 Ratings
    10.0

    ZoomInfo Engage

    100%
    1 Rating

    Usability

    8.3

    Proposify

    83%
    3 Ratings

    ZoomInfo Engage

    N/A
    0 Ratings

    Support Rating

    7.7

    Proposify

    77%
    7 Ratings

    ZoomInfo Engage

    N/A
    0 Ratings

    Likelihood to Recommend

    Proposify

    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

    ZoomInfo Powered by DiscoverOrg

    ZoomInfo Engage has been outstanding in setting up automated workflows. It allows us to be more efficient in our day-to-day planning because once you set up a workflow, your planning for the next several days is done. One area for improvement would be to allow other domain emails for marketing. I have my primary domain email, but when I'm reaching out to potential candidates I would rather use a different domain. This is not possible.
    Read full review

    Pros

    Proposify

    • 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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    ZoomInfo Powered by DiscoverOrg

    • Track email opens and links clicked
    • Auto-voicemail after calls
    • Customizable templates
    • Easily Integrates into Salesforce
    • Easily add PDFs, word Docs., or URLs into templates
    • Relevant merge fields.
    Read full review

    Cons

    Proposify

    • 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

    ZoomInfo Powered by DiscoverOrg

    • Hot Prospects - I don't find this particularly useful. A flame in varying colors doesn't tell me anything the Activity doesn't
    Read full review

    Pricing Details

    Proposify

    Starting Price

    $0 per month

    Editions & Modules

    Proposify editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      Optional

      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.

      ZoomInfo Engage

      Starting Price

      Editions & Modules

      ZoomInfo Engage editions and modules pricing
      EditionModules

      Footnotes

        Offerings

        Free Trial
        Free/Freemium Version
        Premium Consulting/Integration Services

        Entry-level set up fee?

        No setup fee

        Additional Details

        Likelihood to Renew

        Proposify

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

        ZoomInfo Powered by DiscoverOrg

        I think the automated workflows and outstanding support are game-changers. I typically won't use a software platform that does not offer exceptional real-time support.
        Read full review

        Usability

        Proposify

        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

        ZoomInfo Powered by DiscoverOrg

        No answers on this topic

        Support Rating

        Proposify

        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

        ZoomInfo Powered by DiscoverOrg

        No answers on this topic

        Alternatives Considered

        Proposify

        Proposify stacks up well against its competitors. We tested all of these platforms. We found Proposify to be amongst the leaders in the look and feel of the software as well as the quality of the documents. Where Proposify lacked in comparison to Conga and PandaDoc was in its integration into Salesforce CPQ.
        Read full review

        ZoomInfo Powered by DiscoverOrg

        Tellwise is a very promising communication platform for sales but still needs to mature. We chose CirrusInsight in the end.
        Read full review

        Return on Investment

        Proposify

        • 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

        ZoomInfo Powered by DiscoverOrg

        • Tellwise has freed up my time to focus on things other than sending emails individually.
        • Organizing and editing groups within their tool is a breeze compared to attempting the same in Outlook, for example.
        Read full review

        Screenshots

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