Item: Proposify
Rating: 9
Author: Sarah Gelber

Use Cases and Deployment Scope

Proposify is used by our sales team, as well as our client management team. We were having issues with formatting and continuity before Proposify, which solved the problem.

Pros and Cons

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.

Return on Investment

Having digital copies of our proposals has made it much easier to keep track of deals that have been won.

Alternatives Considered

Proposify works well if you're a company looking for an easy way to send out digital proposals

Other Software Used

Slack, Highrise, Trello

Likelihood to Recommend

Proposify works well if you have a company that needs to send out consistent proposals. If you're not in a digital field, your clients or customers might struggle more with using it.

Proposify For Business

Overall Satisfaction with Proposify