Overview
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…
Proposify does one thing very well: Proposals
A great simple way to improve proposals.
Proposify is not good for businesses who plan on creating lots of proposals. Huge Liability - Stay Away.
Empower Your Proposals With The Use of Templates and Tracking
Build great looking Proposals quickly
Proposify helps you look creative and saves time
Create Great Proposals With Proposify
Proposify is great if your proposals are straightforward and don’t require a lot of back and forth edits
Proposify Has Simplified the Proposal Process and Increased Acceptance Rate
Easy to use templates for proposals and marketing documents
Create proposals in minutes!
Want to create winning proposals?
Proposify as used by Entreflow Consulting Group
That feeling when something saves you time and makes you look good
Time-saving proposal generator and eSignature platform with wonky text editor
Popular Features
- Proposal branding (23)7.979%
- Proposal templates (23)7.676%
- Proposal content tracking (22)6.565%
- Searchable proposal database (23)6.161%
Reviewer Pros & Cons
Pricing
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…
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Features
Proposal Creation & Organization
Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.
- 7.9Proposal branding(23) Ratings
Allows users to create branding rules and/or scan proposals for brand compliance.
- 7.6Proposal templates(23) Ratings
Allows users to utilize proposal templates for standard proposal layouts, with variable fields.
- 6.1Proposal content library updates(19) Ratings
Users can update saved proposal language and standard proposal content.
- 2.9Guided proposal creation(2) Ratings
A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.
- 6.1Searchable proposal database(23) Ratings
Proposals are organized in a central repository; users can easily locate proposals within the database.
Proposal Collaboration & Workflow
Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.
- 6.3Proposal collaboration & approval(21) Ratings
Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.
- 3.6User permissions/proposal editing controls(19) Ratings
Users can set appropriate, granular controls over who can view vs. edit elements of proposals.
- 4.9Sales proposal workflow(19) Ratings
Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals, and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.
- 2.9Proposal automation user interface(2) Ratings
User interface for setting up proposal automation is user friendly and easy to navigate.
Proposal Delivery
Features related to the distribution of proposals to clients and client interactions with proposals.
- 7.6Proposal distribution(21) Ratings
Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.
- 4.2Interactive proposals(21) Ratings
Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.
- 6.5Proposal content tracking(22) Ratings
Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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
Proposify Integrations
Proposify Competitors
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
Comparisons
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Reviews and Ratings
(48)Community Insights
- 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.
Attribute Ratings
Reviews
(1-9 of 9)Proposify is not good for businesses who plan on creating lots of proposals. Huge Liability - Stay Away.
If you want a professional solution for document generation, Proposify is not it! I hope this review reaches at least one forward-thinking business owner who can avoid the massive frustration caused by not having the option to export our data in bulk. Never will use them again.
- 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.
Build great looking Proposals quickly
- Visual proposals made simple
- Integration into CRM
- Integration into Salesforce CPQ was lacking
We ran into issues using Proposify with our Salesforce CPQ contracts and ultimately had to bypass it because of that. When we prepare a contract/proposal outside of CPQ it is still an awesome tool.
Easy to use templates for proposals and marketing documents
- Pre-made proposal and contract templates for different industries.
- Easy to insert custom branding so your documents stand out.
- You are able to sign the document via your computer so you don't have to worry about faxing or printing out documents.
- Inside of the templates can be finicky. It's easy to get the document unaligned.
- Making the document a bit more user-friendly when creating it. The interface feels a bit out of date when designing it.
- Pricing is high.
Create proposals in minutes!
- Easy to use pre-made contracts.
- Easy to use pre-made proposals.
- Easy to use pre-made templates.
- Easy storage for your contracts.
- Easy for clients and users to sign contracts.
- Pricing feels a little high if you aren’t sending out contracts monthly.
- The billing tables inside of their proposal are a little confusing and difficult to use.
Want to create winning proposals?
- 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.
That feeling when something saves you time and makes you look good
- 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.
Proposify For Business
- 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.
- 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.