Proposify helps you look creative and saves time
May 12, 2021

Proposify helps you look creative and saves time

Dwight Zähringer | TrustRadius Reviewer
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.
  • UX UI
  • Move templates and assets in/out of a proposal
  • Manage directories to store assets
  • 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.

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Did Proposify live up to sales and marketing promises?


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It is costly to properly set up Proposify and retain its use ongoing. If you have a plan to implement your proposals you can get some good cost-saving use from it. I cannot stress enough to have your assets, graphics, and snippets ready before you start. I also recommend that you fully understand templates and asset library or you will quickly be overwriting templates and themes with client-specific verbiage.

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