Time-saving proposal generator and eSignature platform with wonky text editor
November 29, 2018

Time-saving proposal generator and eSignature platform with wonky text editor

Adam Lewis | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Proposify

Those involved with business development use Proposify on a daily basis to draft, revise, and finalize statements of work with new and existing clients. Our account management team also uses Proposify to keep track of project scope, compensation, and deliverable timing. Proposify serves as our SOW pipeline as well as a repository active and expired contracts between our agency and clients.
  • Proposal templates cut down on unbillable time spent writing, revising, and executing proposals.
  • The electronic signature for the agreement is integrated into the statement of work, eliminating the need for multiple platforms and streamlining the deal closing process.
  • Provides internal visibility into pending and existing deals to those on the team who we grant access. This eliminates a lot of emails and questions about scope, compensation, and timing.
  • The selectable checkbox feature allows the client to select only the services they want, which reduces the need for revisions while clarifying the full range of offerings we provide.
  • The text editor is slow, buggy, and the Achilles heel of the Proposify platform. It got worse with the launch of their new UI.
  • The new interface was launched way before it was ready for prime-time. As a result, there are still quite a few bugs Proposify has yet to fix. Once you upgrade to the new interface, you can't go back.
  • It's not uncommon to have sections of a proposal disappear entirely from the PDF version.
  • Depending on the browser, formatting can be far different that the creator intended.
  • Reduced unbillable hours spent writing and revising proposals
  • Enabled upsells to clients who come for a small scope
  • Caused confusion among less tech-savvy clients which required us to walk them through the revision and signing process.
  • Eliminated the need to have separate document signing software
Great for smaller agencies, or larger ones who can integrate a more robust CMS with deal pipeline functionality. It's a great stand-alone proposal generation product with an integrated docu-sign like functionality.

For larger agencies or service providers, this would not be a suitable replacement for a CMS as it's not designed to be one.

Proposify Feature Ratings

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