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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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Popular Features
- 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 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
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.
Attribute Ratings
Reviews
(1-4 of 4)Companies can't remove reviews or game the system. Here's why
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
55%
5.5
53.33333333333333%
5.3
76.66666666666667%
7.7
- Have us a more professional appearance
- Allowed for easy proposal creation from established templates
- Helped us understand how our proposals were being engaged with
I think that Proposify wins when proposals are cut and dry and their is simply need for selection of items and signature. I also believe that it is better than Acrobat because you can get out of email and file sharing.
Where it struggles is with reviewing, commenting and editing of the proposal on more complex deals.
3
Sales and Client Success
3
Ability to understand and learn SaaS software. Minimal technical expertise required.
- Sales proposals.
- Client upsell.
- Renewals.
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.
100%
10.0
86.66666666666666%
8.7
96.66666666666666%
9.7
- 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.
Tried to use tools like Word, Google Docs, etc. but did not work. FreshBooks allows for estimates (as does Quick Books) but not proposals.
1
Executive/Sales
1
Executive/Sales
- New Proposals
- New work with existing clients
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).
95%
9.5
100%
10.0
100%
10.0
- 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 was interesting, but wasn't my favorite. It was cool in the fact that the proposals looked beautiful and interactive. But it was a bit much for my clients to figure out how to use. Kind of overwhelming for them. I really didn't like PandaDoc's functionality and UX when I tried it, which is why I went with Proposify.
3
Administrative and sales. They use it to get NDAs signed and independent contractor agreements out. They also use it to send out company overview documents as well as project agreements for new projects and things like that to our future and current clients. It's a part of our overall process.
3
Graphics, administrative, and sales. We need a graphics person for when we are helping our clients use the product, an administrative person to send out general agreements and things like that to our vendors and partners... and for sales we use it to close deals and get projects moving forward.
- 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.
February 21, 2017
Why I use Proposify
All 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.
85%
8.5
93.33333333333334%
9.3
90%
9.0
- 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.
proposify has a better competition editor and better template library. I found it to be more intuitive and easier.
2
New business development
2
if you can point and click you can use proposify
- New clients
- Upselling existing clients
- Lead quality