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Proposify has proven to be a valuable tool for users across various industries, offering a range of use cases that have streamlined the …
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What is Proposify?
Proposify is an online proposal software designed to give users control and visibility into the most important stage of a sales process: the close. From deal design to sign-off, the vendor states users get the confidence and flexibility to dominate…
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- Proposal branding (23)8.080%
- Proposal templates (23)7.878%
- Proposal content tracking (22)6.666%
- Searchable proposal database (23)6.262%
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What is Proposify?
Proposify is an online proposal software designed to give users control and visibility into the most important stage of a sales process: the close. From deal design to sign-off, the vendor states users get the confidence and flexibility to dominate deals, and further states users…
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What is Proposify?
Proposify is an online proposal software designed to give users control and visibility into the most important stage of a sales process: the close.
From deal design to sign-off, the vendor states users get the confidence and flexibility to dominate deals, and further states users will:
Create impressive sales documents that stay consistent and error-free.
Receive the insights to scale a process, make timely engagements, and accurately forecast.
Deliver a seamless sign-off experience for customers and prospects.
Features include a design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, and approval workflow.
Proposify Features
Proposal Creation & Organization Features
- Supported: Proposal branding
- Supported: Proposal templates
- Supported: Proposal content library updates
- Supported: Guided proposal creation
- Supported: Searchable proposal database
Proposal Collaboration & Workflow Features
- Supported: Proposal collaboration & approval
- Supported: User permissions/proposal editing controls
- Supported: Sales proposal workflow
- Supported: Proposal automation user interface
Proposal Delivery Features
- Supported: Proposal distribution
- Supported: Interactive proposals
- Supported: Proposal content tracking
Proposify Screenshots
Proposify Video
Try out our top-rated proposal software free for 14 days to streamline your proposal process: https://www.proposify.com
Want to know more about how to use our software? Check out the tutorials in our extensive Knowledge Base here: https://support.proposify.com
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Proposify Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
Frequently Asked Questions
Proposify starts at $0.
Reviewers rate Proposal branding highest, with a score of 8.
The most common users of Proposify are from Small Businesses (1-50 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
Proposify has proven to be a valuable tool for users across various industries, offering a range of use cases that have streamlined the proposal creation process. Users have praised the platform for its ability to create and customize proposal templates quickly and accurately, resulting in significant time savings and improved proposal quality. The sales department, in particular, has found Proposify beneficial for delivering dynamic proposals and creative decks to customers, even in remote settings. Collaboration on proposals is made easy with Proposify's features, allowing for easy tracking of progress and providing a centralized dashboard for uniformity and progress monitoring.
Proposify's versatility extends beyond traditional proposals, as it is also used for various agreements and contracts such as independent contractor agreements, NDAs, project agreements, and project contracts. These documents can be created with professional-looking templates that are customizable to each user's specific needs. Additionally, Proposify enables the hosting of videos directly within proposals, enhancing the presentation of ideas.
Small businesses have recognized the value of Proposify in creating customized proposals quickly and accurately tracking their pipeline. By replacing chaotic systems of creating and tracking proposals, Proposify offers a library of reusable information snippets and streamlines the approval process. The software has become an integral part of business development teams' workflow, facilitating the drafting, revision, and finalization of statements of work with clients. It also assists in tracking project scope, compensation details, and deliverable timings.
Web design agencies have found Proposify particularly useful for sending proposals and contracts to clients. They can start from saved templates and make adjustments as needed to meet specific client requirements. The software allows for visually appealing proposals that track views and interactions while facilitating online signing.
Proposify also caters to companies aiming to present services clearly with a professional layout that eliminates misunderstandings and improves the chances of securing new business. Its pre-designed templates cover different industries and combine marketing plans with legal documents into all-in-one documents. Users appreciate the software's ability to track proposals through the process and facilitate electronic signatures.
While users have reported positive experiences with Proposify, some challenges have arisen. Occasionally, fitting all content on each page has proven difficult, and glitches have been encountered. However, loyal customers have remained with the company for years, demonstrating their commitment despite these issues. One area where users have expressed frustration is the limited window of only 5 days to download and archive proposals after the agreement ends. This policy has been perceived as a waste of time and an inconvenience for users.
Users have also utilized Proposify to build various marketing materials and business collateral. The software's real-time updates have been highly appreciated, allowing users to see changes immediately and collaborate more effectively. Despite its strengths, some challenges have been reported by users. For instance, fitting all the content on each page can be difficult at times, leading to occasional formatting issues. Additionally, a few users have encountered glitches while using the platform.
One point of contention among users is the company's policy of only allowing a 5-day window to download and archive proposals after the agreement ends. This limited timeframe has been viewed as a waste of time and an inconvenience for users who prefer to store their proposals for longer periods.
Overall, Proposify has demonstrated its value across industries and departments. From creating customized proposals quickly to tracking progress and facilitating collaboration, the software has become an essential tool for businesses of all sizes. While there may be some areas for improvement, users appreciate the professional experience it offers recipients and the time-saving benefits it provides in the proposal creation process.
Users consistently recommend the following actions when using Proposify:
- Try out Proposify for free and take advantage of its time-saving and valuable features for virtual signing and client engagement.
- Spend time learning how to set up templates correctly for maximum efficiency. This includes planning out the implementation of templates, customizing them, and creating detailed templates for time savings and maximizing productivity.
- Consider integrating Proposify with CRM/accounting applications, Zapier for marketing automation, and Salesforce for easy access to old terms. Users also recommend customizing the design of templates in Proposify and integrating it with other software solutions. Additionally, users advise connecting with customer support for assistance, as they offer excellent service.
By following these recommendations, users believe that Proposify can significantly improve client engagement, save time, create professional proposals, and provide a game-changing sales tool for small to medium-sized businesses.
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June 01, 2023
A great simple way to improve proposals.
We use Proposify for all of our pitches and quotes. We have templates set up for different sectors and clients so it’s quite easy to customize our pitches across the company whilst still keeping everything on brand and looking professional. We’re a video production agency, so being able to host videos directly in the proposals is also useful.
- Templates
- Video hosting.
- Signing documents.
- Analystics
- The document design system.
- Tables within documents.
- Crashes
Proposify is currently being used by all of our team's Media Project Managers to galvanize and standardize our sending of estimates to potential clients. It makes it easy for our remote team to have uniformity across the various estimates we use, and allows us to track the progress of each estimate from a centralized dashboard.
- 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.
- CUSTOMIZATION ADDITIONS: While there are lots of customization options available, there is still plenty of room for additional integrations and customization options to be added.
- GLITCHY CONTROLS: While the user interface of Proposify's design feature is fairly intuitive, some of the controls are prone to be glitchy, often requiring a refresh of the page or other clunky work-arounds.
- PRICING FLEXIBILITY: In addition to the standard three package options, I would like an "a la carte" option that would allow me to adjust the base price depending of which features I would like to add/remove.
May 12, 2021
Proposify helps you look creative and saves time
We use Proposify to house various templates and product/service snippets to create proposals for our company. The sales department uses this tool to assist in delivering dynamic proposals and creative decks to customers. Even before COVID-19, we found it helpful and time-saving to quickly create proposals that we could show to a client via a video meeting. More so, the ability to quickly change assets is a plus, once learned how to.
- UX UI
- Move templates and assets in/out of a proposal
- Manage directories to store assets
- UI has some bugs in creating proposals
- Up-front billing and removal of team members
- Compression of proposals for export
September 18, 2020
Create Great Proposals With Proposify
We use Proposify to create, edit, and send client proposals to gain new work for our agency. We create various types of sheets to personalize and customize for each proposal that we send out. It's a team effort. Everyone from management to marketing and design and account executives uses this software and adds their input.
- Organization
- Creates proposals
- Sends proposals
- Design editor
- Overall layout
- Ease in creating proposals
September 18, 2020
Proposify is great if your proposals are straightforward and don’t require a lot of back and forth edits
Our organization used Proposify for customer facing documents, namely software and services proposals for current clients as well as prospects and reseller partners.
These proposals were software and professional services proposals and we also looked at incorporating SOW’s as well as contracts (MSSA’s and Order Forms) in Proposify for review and signature by the recipients.
- Looks very good to clients.
- Tracks when clients are viewing proposals (for how long and what pages/parts of the proposal).
- Integrates pretty well with SFDC.
- Presentation mode is simple and useful.
- 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
June 27, 2019
Want to create winning proposals?
We 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.
Those 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.
June 28, 2018
Proposify Improved My Business
As 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.
June 22, 2018
Proposify For Business
Proposify 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.
We 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).
June 21, 2018
Proposify - why wouldn't you?
Proposify 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!
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.
November 28, 2017
Proposify is a great software solution!
We 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