TrustRadius
https://dudodiprj2sv7.cloudfront.net/product-logos/y6/E6/HREBEWJZZV68.JPEGProposifyProposify Improved My Business2018-06-28T08:56:33.344ZAs a small business, I needed a proposal solution that would work for me. I really like how Proposify allows me to customize my proposal template and generate beautiful and impressive proposals quickly and accurately and keeps track of my pipeline.,Templates for your proposals. Excellent tools to make creating new proposals simple and easy.
Tracking of pipeline. Keeps track of how long it has been since I last created the proposal.
Love seeing the client's engagement. Helps me to time the calls for follow-up.
Zapier integration is great. When a proposal is approved by the client, I have an automated Zap that informs my team to start the process.,Mobile is not quite where I want it. Would like to see more options to create proposals on mobile.,10,The first year that I used it, I was able to really grow my business FAST.
My proposals have grown in size as well.
RFPs are MUCH easier to do now.,FreshBooks and QuickBooks Online,FreshBooks, Google Drive, Nimble, SharpSpring, Teamwork Projects,1,1,New Proposals
New work with existing clientsBart CaylorWe love Proposify. Was quite the game changer for us when we bought it two years ago.2018-10-16T20:19:50.596ZProposify has been used by CX3 Digital for virtually all of our client proposals over the past two years. There are two main features that led to us choosing this: pre-designed templates, and tracking of the proposals through the process, up to and including electronic signature.,Pre-designed templates that are a great jumping off point for creating proposals
Electronic signature is huge!
Ease of editing pricing, and allowing multiple pricing options that client can choose prior to signing.,Frankly we believe this is a near perfect product. Of course, we'd always love to see more templates.
To build on adding more templates, perhaps adding the capability for customers to submit templates to an online repository for sharing might be nice.,9,As inexpensive as this product is, the ROI is ridiculous. One proposal acceptance would pay for this for years.
Keeping track and demonstrating the professionalism of your company is where Proposify shines.,,ActiveCampaign, Pipedrive, ManageWPGary WilliamsIf You Send 3+ Proposals Per Month, Get Proposify -- Yesterday2018-06-22T20:55:46.906ZWe use it for all of our agreements and proposals. Everything from independent contractor agreements, NDAs, project agreements, and project contracts. It makes it much faster, and allows me to update a template with approved messaging so that the wrong contracts aren't being used by our team for new agreements.,Managing our deals that are outstanding.
Making it easy for our clients to sign a proposal, and get a copy without taking a million extra steps.
Syncing with our accounting system and CRM and updating records based on client activity with our proposals.,The editor, and the content library could be more streamlined.
The fee tables could be easier to use.
It would be nice to be able to have more functionality for proposals that aren't based on fees. (This is already in the works, and there is SOME functionality, but it would be nice to be able to update different Pipelines in HubSpot based on different streams for example).,10,Deals close much faster, and we get paid faster as well.
Clients compliment us on our process, and they find it easy and intuitive. Very quick, so that we can get things going.
We save so much time using Proposify. Proposals can be drafted in minutes without having to dig through proposal archives and copy + paste, and find + replace.,Qwilr and PandaDoc,HubSpot CRM, FreshBooks,3,3,Preparing agreements and sending them out for signature.
Sending our documents where we can see analytics on where people spend the most time reading.
Getting projects started.,For non-fee agreements like Independent Contractor Agreements
Company overview presentations for prospects.
NDAs and things like that.,Not really sure.
Not really sure
Not really sure.,10Amara OmoregieProposify is a life (and time) saver for my business!!!2018-06-22T18:25:35.621ZPropisify is used by our web design agency to send proposals (that double as contracts) to our clients for web design services. It is used by myself, the creative director who handles all interaction with prospective clients. It makes the process of sending a proposal almost seamless since I am able to start from my own saved template and make small adjustments from there.,The ability to save templates or your proposals or even templates of certain sections is awesome!
It lays out every section on a side column so a user can quickly jump from the budget section back to the project scope section seamlessly.
The ability to e-sign and have it double as a contract is extremely useful and one of the things I love most.,The email sends out doesn't look as good as I think it could look. Very basic but does the job.
I would like to see Proposify improve in the area of a timeline and make something that works a little better there.,10,Proposify has had a positive impact on our ROI. It makes us look extremely professional and trustworthy which leads to leads converting faster.
The ability to e-sign I think is a big impact on our ROI,Adobe Acrobat DC,QuickBooks OnlineSokolow KarenProposify For Business2018-06-22T22:32:48.455ZProposify is used by our sales team, as well as our client management team. We were having issues with formatting and continuity before Proposify, which solved the problem.,Templates-easy to save and easy to modify.
Content library. Once content has been created, it stays in the library forever. You can also set up certain pages to be included in all proposals.
Formatting. The design is really sleek. Many of our clients are super impressed we use a digital proposal system,Proposify doesn't work well in Internet Explorer. I've run into issues with clients who can't check off boxes and sign the proposal because they use IE.
The email notifications are laggy at best. Sometimes it will just go straight to spam.
The level of customization doesn't really apply after a template is created which can be frustrating. The color scheme and tables are not super user friendly or intuitive to find.,9,Having digital copies of our proposals has made it much easier to keep track of deals that have been won.,,Slack, Highrise, TrelloSarah Gelber
Unspecified
Proposify
17 Ratings
