Item: Proposify
Rating: 10
Author: Natalie C. Winslow

Use Cases and Deployment Scope

We use Proposify in both departments--the marketing department and the web development department. In the past we were creating all proposals in Word, using templates that we had created. Proposify allows us to create really good-looking proposals and see when they're viewed, how often they're viewed, etc. It's also easy to add variables like client name. And the signing can happen easily and online.

Pros and Cons

Great designs
View tracking
Immediate signing

Some of the formatting options aren't completely intuitive, especially with regards to images.

Return on Investment

We've closed more proposals using this software than we do with our PDFs.
It has saved time, which has an ROI of its own.

Support Rating

I've actually never used Proposify support, so I'm unable to speak about it. I suppose that's a good thing. If I did need to use it, I would hope that they'd be responsive and intelligent, but, again, since everything has worked smoothly I don't really know how the support functions or how good it is.

Usability

Overall it's great. There's definitely a learning curve, and I wish that some things were easier to use. For example, changing images isn't the easiest thing to do in it, but I'd love to be able to quickly add and change header images in my proposals. So far I've figured it out, but each time I do it I forget how it's done since it's not intuitive.

Key Insights

Do you think Proposify delivers good value for the price?

Yes

Are you happy with Proposify's feature set?

Yes

Did Proposify live up to sales and marketing promises?

Yes

Did implementation of Proposify go as expected?

Yes

Would you buy Proposify again?

Yes

Other Software Used

Moz, Google Data Studio, Facebook for Business

Likelihood to Recommend

Proposify is great for pretty much any kind of proposal, as far as I can tell. It allows for retainer-type work, one-time contracts, and a mix of both, which is perfect for my department. It also allows you to create discounts, which we do for nonprofit organizations so they can see what they'd normally pay.

Proposify Has Simplified the Proposal Process and Increased Acceptance Rate

Overall Satisfaction with Proposify