TrustRadius
https://media.trustradius.com/product-logos/y6/E6/HREBEWJZZV68.JPEGProposifyWant to create winning proposals?2019-06-27T11:53:50.202ZWe were looking for a tool to replace our trusty but a somewhat chaotic system of creating and tracking proposals. We have kept everything within the Google Docs - enough for a few documents, but a real burden as our team grew and the number of proposals increased considerably.
We made the switch to Proposify over a year ago. We were able to build a library of re-usable snippets of information that we can quickly insert into the draft or simply edit an existing document if that's quicker.
Proposify allows us to keep everything within one document - from the initial proposal, including all the attachments and versions. The approval process now consists of a few mouse clicks and the sign-off by the clients is also just a few seconds job.,Keeping all attachments and versions in one document from start to finish.
Notifications - when the client opens/approves the proposal.
We are able to keep a consistent design for all our proposals.,The library is somewhat limited, better to be viewed as a foundation for your custom proposals.
The pricing might be a problem for companies who do not require a lot of proposals to justify the costs.,9,Time savings - thanks to the improved workflow and reuse of the repetitive pieces of information.
Improved bottom line with more business won.
Better branding with consistently designed documents.,Bidsketch,Adobe Campaign, Reevoo, Canva, AITalent LMS, GoToMeeting, Canvas, Salesforce App Cloud, GoToWebinar, Ninja Outreach, Mailshake, HubSpot CRM, Zoho Campaigns, Zoho CRM, Marketo, Hootsuite, Freshdesk, Zendesk, Dropbox Business, ActiveCampaignAdam FarrellProposify as used by Entreflow Consulting Group2019-04-22T16:11:59.644ZOur organization uses Proposify as a way to present our services to clients, giving them a chance to review everything they are being offered and the ability to sign off on working with us right from the proposal. It is used by our department heads, and this eliminates the issue of misunderstandings. Everything the client will need to know about what we will do for them is clearly and beautifully laid out for them.,So our favorite feature is the huge time savings. If anybody's ever done proposals on Word or Excel; it’s a head wreck. Proposify is great because there are beautiful templates there ready to go, it saves you a ton of time, and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.
There are great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal and when they've signed off on it. But you can also go into the app and see how much time people are actually spending looking at your proposal.
Because you send out the proposals and you can have automated reminder emails, there’s communication back and forth within the proposal that you can have-- the clients can actually write notes back and forth. It just makes the whole thing super smooth and it integrates with most of your CRMs out there.,The startup integration is cool, but we'd like to see a little bit more love in that space. So once the Stripe payment is taken could the clients get a receipt? That might be helpful, as right now we have to go and actually manually create that in Quickbooks.,9,We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.,Slack, Asana, HarvestAislinn KenyonThat feeling when something saves you time and makes you look good2018-11-29T20:37:19.992ZAs a small agency, I am personally responsible for new business and creating proposals. Proposify has been able to improve the quality of our proposals while saving me time in the process. What I initially underestimated was the user experience for the potential client, which ultimately improves our chances of securing the new business.,They are consistently developing the product. New templates and new pricing options recently have made it even more appropriate for us.
Love being able to track when a client comes back to a proposal and identify what sections they're spending time on. It helps to be able to reach out and answer any questions they may have.,Sometimes I find the pricing tables a little clunky.
More styling flexibility would be great.,8,Improved our conversion rates.
Saved time creating new proposals.,,Zapier, Toggl, SEMRushQuentin AisbettTime-saving proposal generator and eSignature platform with wonky text editor2018-11-29T16:58:52.798ZThose involved with business development use Proposify on a daily basis to draft, revise, and finalize statements of work with new and existing clients. Our account management team also uses Proposify to keep track of project scope, compensation, and deliverable timing. Proposify serves as our SOW pipeline as well as a repository active and expired contracts between our agency and clients.,Proposal templates cut down on unbillable time spent writing, revising, and executing proposals.
The electronic signature for the agreement is integrated into the statement of work, eliminating the need for multiple platforms and streamlining the deal closing process.
Provides internal visibility into pending and existing deals to those on the team who we grant access. This eliminates a lot of emails and questions about scope, compensation, and timing.
The selectable checkbox feature allows the client to select only the services they want, which reduces the need for revisions while clarifying the full range of offerings we provide.,The text editor is slow, buggy, and the Achilles heel of the Proposify platform. It got worse with the launch of their new UI.
The new interface was launched way before it was ready for prime-time. As a result, there are still quite a few bugs Proposify has yet to fix. Once you upgrade to the new interface, you can't go back.
It's not uncommon to have sections of a proposal disappear entirely from the PDF version.
Depending on the browser, formatting can be far different that the creator intended.,9,Reduced unbillable hours spent writing and revising proposals
Enabled upsells to clients who come for a small scope
Caused confusion among less tech-savvy clients which required us to walk them through the revision and signing process.
Eliminated the need to have separate document signing software,AdRoll,Slack, SEMRushAdam LewisWe 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 WilliamsProposify 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 CaylorIf 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 GelberProposify - why wouldn't you?2018-06-21T21:38:07.199ZProposify is used by our sales team to send out proposals and contracts.
It has speed up our proposal writing and time to contract signature massively since we implemented it.
I HIGHLY recommend proposify for any / all businesses!,Ease of use. It's very easy to use.
Customizable templates are one of the best features as we can create new documents quickly when needed.
The speed of which we're able to write proposals is 30X faster then before we used Proposify.,If there's a way to link quickbooks and proposify so that invoices could be paid quickly after that would be ideal.,10,Proposify has helped our sales people stay on the phone instead of being in the weeds with writing proposals.
Our clients love the ease of use and signature capability.,,SharpSpringTyler MoseProposify is a great software solution!2017-11-28T17:07:47.215ZWe use Proposify to build different marketing material and business collateral. It is a great tool and we love that it updates in real time. Unfortunately, sometimes it is hard to fit everything on each page accordingly, and sometimes there are major glitches. That is the downside with the product, specifically that they have not optimized it.,Marketing material
Updates in real time
Tech savvy look to it,Hard to navigate
Needs to be easier to save documents
Needs to have more storage space,8,It has helped us have great marketing material at a low cost.
It has helped us have a solution to an ever changing document.
It is great for a team to work on documents at the same time.,,QuickBooks Enterprise Solutions, Smartsheet, TriNetVerified UserWhy I use Proposify2017-02-21T16:57:11.011ZAll of our client proposals are created, presented and tracked with proposify. It does it all with a very easy to read dashboard. It lets you know the status of each proposal. Before we started using proposify we had no way to collaborate on proposals or track them. Proposify does each of those functions.,Templates library has a much broader selection than the competition.
The dashboard is easy to follow.
Flexibility with styling.
Easy to work with videos and images.,The editor does take some getting used to and is sensitive to mouse rolls and other movements. But you do get used to it.,9,Proposify has allowed us to carefully track and pursue all potential clients. Proposals are delivered to clients complete with signature pages so it is all in one place.
Proposify makes our proposals more attractive and professional making our entire organization more professional to our clients.
We know we've closed more deals with proposify.,PandaDoc,HubSpot, HubSpot CRM, Google Analytics, Plug in SEO,2,2,New clients
Upselling existing clients
Lead qualityBill Stern
Unspecified
Proposify
24 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
