Proposify is a life (and time) saver for my business!!!
June 22, 2018

Proposify is a life (and time) saver for my business!!!

Sokolow Karen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Proposify

Propisify is used by our web design agency to send proposals (that double as contracts) to our clients for web design services. It is used by myself, the creative director who handles all interaction with prospective clients. It makes the process of sending a proposal almost seamless since I am able to start from my own saved template and make small adjustments from there.

Pros

  • 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.

Cons

  • 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.
  • Proposify has had a positive impact on our ROI. It makes us look extremely professional and trustworthy which leads to leads converting faster.
  • The ability to e-sign I think is a big impact on our ROI
Proposify allows me to save templates and template sections, which for me is the biggest difference. Although Adobe pdf is nice it lacked in many features that I didn't even realize were out there and that now save me so much time. Another thing I love with Proposify compared to Adobe is that I can move sections around much easier on the screen and not worry about things getting misaligned which would happen to me a lot on Adobe. Finally, the ability to e-sign was the biggest reason I chose to switch over.
It is perfect for any service related job. I would recommend this to anyone selling a service as the platform is so versatile. If you're not a service provider may be less relevant.

Proposify Feature Ratings

Proposal branding
8
Proposal templates
8
Proposal content library updates
7
Searchable proposal database
8
Proposal collaboration & approval
8
User permissions/proposal editing controls
8
Sales proposal workflow
9
Proposal distribution
5
Interactive proposals
8
Proposal content tracking
9

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