Modus vs. Proposify

ADR is a great interactive tool for B2B businesses that sales deals one-on-one with the customer. I don't think it would be well suited for B2C businesses because of the need and cost for individual licenses per user. I would highly recommend this tool to B2B companies that practice traditional sales with a technological edge.

Incentivized

We use proposals for client contracts. They are several pages long with a lot of legalese. We also use them for NDA contracts with clients. Mainly we use Proposify for client project proposals. The proposals include description, main project points, price, timing, scope, process, cost, and everything the client can expect. I like that we were able to design a custom cover for our proposals. Proposify does one thing very well and that is proposals. I like that it doesn't try to be everything

Incentivized

• Content Mangement System - Our Marcom department is able to maintain and update the app in real-time and push updates directly to our team without going to an outside vendor. The CMS has a great UI/UX and is easy to use and maintain.
• What's New Feature - Our sales team can easily see every time we make additions or updates.
• 3D capabilities - the ability to use animation image sequences on the app really impresses our customers.
• Support - ADR provides great support.

Incentivized

• 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.

• I wish the App UI was the same across all platforms. The app looks different on Windows than iOS.

Incentivized

• 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.

Incentivized

App Data Room has been instrumental in allowing our sale representatives to present up-to-date and innovative marketing collateral to potential customers. A second value add is that our Marketing Department is able to create and upload the most current material to the app so that our sales representatives have access to the most up-to-date information to present to our customers.

Incentivized

We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us

Incentivized

Overall, the App Data Room product is easy to use. Our Marketing Department is able to quickly upload updated and new material once they create the documents. Users are able to quickly find material filed by subject matter. Once the appropriate material is located, it can be presented on their iPad and emailed to prospective customers who indicate interest in the products.

Incentivized

Overall it's great. There's definitely a learning curve, and I wish that some things were easier to use. For example, changing images isn't the easiest thing to do in it, but I'd love to be able to quickly add and change header images in my proposals. So far I've figured it out, but each time I do it I forget how it's done since it's not intuitive.

Incentivized

The few support requests that we have submitted have been resolved within 2 business days. The App Data Room staff has also been responsive to suggestions from our staff to upgrade the product - specifically in the area of analytics.

Incentivized

I've actually never used Proposify support, so I'm unable to speak about it. I suppose that's a good thing. If I did need to use it, I would hope that they'd be responsive and intelligent, but, again, since everything has worked smoothly I don't really know how the support functions or how good it is.

Incentivized

No, key insights. Implementation was easy. The App Data Room staff hosted initial training sessions for our support personnel, and then these support persons conducted training and support sessions for our users.

Incentivized

We've used custom developed tools in the past but the upfront cost is very high and the solution we had was very costly to update. We did not have a CMS previously so real-time updates were unheard of. App Data Room has all of the features we previously had plus so much more.

Incentivized

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.

Incentivized

• I don't have any hard numbers. But all I get are good reviews and compliments from our sales team and customers who interact with ADR.

Incentivized

• The use of templates within Proposify has empowered our sales team to reduce the amount of time it took to send out a proposal by almost 50%!
• The ability to add user-selectable "add-ons" to a proposal saw a 10% increase in overall sale price.
• Developing the templates within the somewhat limited parameters that Proposify's design interface offers did require some significant time from our design team.

Incentivized