Proposify as used by Entreflow Consulting Group
April 22, 2019
Proposify as used by Entreflow Consulting Group
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Proposify
Our organization uses Proposify as a way to present our services to clients, giving them a chance to review everything they are being offered and the ability to sign off on working with us right from the proposal. It is used by our department heads, and this eliminates the issue of misunderstandings. Everything the client will need to know about what we will do for them is clearly and beautifully laid out for them.
- So our favorite feature is the huge time savings. If anybody's ever done proposals on Word or Excel; it’s a head wreck. Proposify is great because there are beautiful templates there ready to go, it saves you a ton of time, and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.
- There are great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal and when they've signed off on it. But you can also go into the app and see how much time people are actually spending looking at your proposal.
- Because you send out the proposals and you can have automated reminder emails, there’s communication back and forth within the proposal that you can have-- the clients can actually write notes back and forth. It just makes the whole thing super smooth and it integrates with most of your CRMs out there.
- The startup integration is cool, but we'd like to see a little bit more love in that space. So once the Stripe payment is taken could the clients get a receipt? That might be helpful, as right now we have to go and actually manually create that in Quickbooks.
- We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.