TrustRadius
https://media.trustradius.com/product-logos/y6/E6/HREBEWJZZV68.JPEGProposifyProposify 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 LewisProposify 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 Williams
Unspecified
Proposify
23 Ratings
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