Proposify helps you look creative and saves time
May 12, 2021
Proposify helps you look creative and saves time
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with Proposify
We use Proposify to house various templates and product/service snippets to create proposals for our company. The sales department uses this tool to assist in delivering dynamic proposals and creative decks to customers. Even before COVID-19, we found it helpful and time-saving to quickly create proposals that we could show to a client via a video meeting. More so, the ability to quickly change assets is a plus, once learned how to.
Pros
- UX UI
- Move templates and assets in/out of a proposal
- Manage directories to store assets
Cons
- UI has some bugs in creating proposals
- Up-front billing and removal of team members
- Compression of proposals for export
- Web-based SaaS
- Continuity in brand and proposal delivery
- Accepts digital signatures
- Feedback intel on customer pages viewed, time spent
- Saves time in preparation for a client signature
- Branding of agency
- Easy to train and maintain use for sales people
We looked for a solution after we spent countless hours and years maintaining a MS Word Template system. Proposify takes many features and streamlines them, mak[ing] them interactive and clean. It's nice to digitally deliver a proposal that a customer can view online- it ads a "creative expectation" for a design agency to fulfill this approach facing a client. It's expected rather than a MS Word doc sent via email or printed and hand delivered. The export to PDF is a nice feature if you need to print.
Do you think Proposify delivers good value for the price?
Yes
Are you happy with Proposify's feature set?
Yes
Did Proposify live up to sales and marketing promises?
Yes
Did implementation of Proposify go as expected?
No
Would you buy Proposify again?
Yes
Comments
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