Why I use Proposify
February 21, 2017

Why I use Proposify

Bill Stern | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with 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.
  • 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.
We do a number of proposals each month so we are always using it. We use it for all proposals so we do not have any one-offs we don't use it for. I would not use it for a preliminary or testing the waters with a short brief.

Proposify Feature Ratings

Proposal branding
9
Proposal templates
9
Proposal content library updates
7
Searchable proposal database
9
Proposal collaboration & approval
10
User permissions/proposal editing controls
9
Sales proposal workflow
9
Proposal distribution
9
Interactive proposals
9
Proposal content tracking
9

Using Proposify

2 - New business development
2 - if you can point and click you can use proposify
  • New clients
  • Upselling existing clients
  • Lead quality