Proposify vs. Revv

Revv

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Proposify	Score 9.9 out of 10	N/A	Proposify is an online proposal software designed to give users control and visibility into the most important stage of a sales process: the close. From deal design to sign-off, the vendor states users get the confidence and flexibility to dominate deals, and further states users will: Create impressive sales documents that stay consistent and error-free. Receive the insights to scale a process, make timely engagements, and accurately…	N/A
Revv	Score 9.0 out of 10	N/A	Revv, an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF…	N/A

Pricing

Proposify

Revv

Editions & Modules

No answers on this topic

Offerings

Pricing Offerings
Proposify	Revv
Free Trial
Yes	Yes
Free/Freemium Version
Yes	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

Optional

Additional Details

Get a free trial version of our Team Plan for 14 days. You're welcome to switch to our Free plan if you need more time with the product. No credit card required. No contracts. Pick the plan that meets your needs when you're ready.

Make your workplace insanely productive with our all-in-one document automation solution! Let's connect! We offer customized plans for your needs and business goals. POWERFUL TEMPLATE COMPOSER: Create your own template, or convert a Word document into a powerful form template to fill, share, and sign SIMPLIFY DATA COLLECTION: Use forms to collect information, images, and other assets from vendors, partners, customers, employees, and more FLEXIBLE FORM FILLS: Automate form fill and document generation, allow recipients to review and fill data, extract filled data for downstream workflows PUBLISH FORMS ONLINE: Share or publish form URLs, gather customer information, registrations, and applications at scale ACTIVITY TRACKING: Get real-time activity on email and chat (Slack, Google) notifications when documents are opened and signed KANBAN DASHBOARD: Set document stages and jobs to be done, track document lifecycle in a Kanban dashboard TAMPER PROOF ESIGNATURE: ESIGN Act & UETA compliant eSignatures with Bank-grade security, protected by Public Key Infrastructure (PKI) MULTIPLE CONSENT OPTIONS: Support for clickwrap, electronic signatures, and video consent, choose the best option for your business process AUTOMATE SENDER-SIDE SIGN: Authorize once and automate sender-side signatures when signing documents in bulk. Revoke consent anytime to prevent misuse CUSTOM BRANDING: Customize the eSign emails with your logo, text, language, and domain to personalize the eSign experience TEXT THE ESIGN LINK: Send the link to sign document over email and text message, add flexibility for your document recipients TWO-FACTOR AUTHENTICATION: Add a verification and assurance layer by sharing a PIN/password over text message, secure your eSign process DATA STUDIO: Easily setup relationship between your Salesforce, HubSpot fields or Spreadsheet columns and form fields, transform data as it moves from one system to another BULK SEND: Send thousands of documents in one go for eSign. Use spreadhseets, Zapier, and our APIs to select, fill, and schedule documents delivery DOCUMENT LIFECYCLE: Define the document lifecycle stages (lanes), configure the lane transitions, and select pre-defined tasks completed in each lane DOCUMENT EXPORT: Setup automatic document export to Salesforce, Hubspot and other CRMs, or storage such as Box once the document is signed. Store along the evidence summary, attachments, and metadata SCHEDULE REMINDERS: Configure reminders for document actions such as eSign & approval. Send reminder notifications over email, SMS, or chat ROBUST APIs: Use our rich and robust APIs to trigger document creation from your system of records. Collect signed documents, document status, and metadata back JOBS TO BE DONE: Define tasks and actions (such as email notifications) for each stage of a document. Define separate stages and tasks for each template as needed DOCUMENT APPROVALS: Configure serial or parallel approvals, define approval groups. Set up alerts via email, SMS, or chat, and track using the Kanban Dashboard AUTOMATED APPROVALS: Configure approvals for specific field values and selections. Pre-define approval guidelines to reduce unnecessary document flow SOC2 COMPLIANCE: Our app and infrastructure is SOC2 certified. We follow the highest standards for industry practices to keep our customer data safe and secure SINGLE SIGN-ON (SSO): OAuth and SAML2.0 support for one login access between your business apps and Revv. Use Revv seamlessly within your enterprise environment CERTIFIED ELECTRONIC SIGNATURES: Electronic signatures are certified using the Public Key Infrastructure (PKI) for tamper-proof documents to comply with eSignature laws worldwide BEST AND TOP-RATED SUPPORT: Round the clock support over email, chat, phone, and Zoom. We are consistently rated high on G2 and Capterra for our support DEDICATED ACCOUNT MANAGER: Go-live superfast with our dedicated onboarding and implementation team. Get a designated account manager for all your queries and reports PERFORMANCE REPORTS: Custom reports designed for your business to measure impact and team performance

More Pricing Information

Community Pulse
	Proposify	Revv
Considered Both Products	Proposify Verified User Anonymous Chose Proposify It was highly recommended by an associate and we have been on the receiving end of Proposify proposals and impressed by it. I don't recall if we looked at others but if we did they paled in comparison. There was no question as to using Proposify. It met all the needs, was easy … Incentivized Helpful? Verified User Anonymous Chose Proposify Proposify is not a professional solution Incentivized Helpful? Verified User Anonymous Chose Proposify Proposify stacks up well against its competitors. We tested all of these platforms. We found Proposify to be amongst the leaders in the look and feel of the software as well as the quality of the documents. Where Proposify lacked in comparison to Conga and PandaDoc was in … Incentivized Helpful? Zach Yokum COO / Creative Director Chose Proposify Previously, our team had used Word documents to generate our proposals, which was not only clunky, but didn't offer any sort of tracking. It was cumbersome to have to keep track of multiple copies when there were updates, and there wasn't a streamlined way in order to request … Incentivized Helpful? Dwight Zähringer Founder Chose Proposify 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 … Incentivized Helpful? Will Goad Director of Implementation Chose Proposify I think that Proposify wins when proposals are cut and dry and their is simply need for selection of items and signature. I also believe that it is better than acrobat because you can get out of email and file sharing. Where it struggles is with reviewing, commenting and … Incentivized Helpful? Adam Farrell Head Of Digital Chose Proposify We prefer the user interface and design more compared to Bidsketch. Probably the best advantage of Proposify is the detailed reporting and notifications of the actions by the recipients - we have a detailed breakdown of who has viewed our proposals, how many time it has been … Incentivized Helpful? Quentin Aisbett Digital Strategist Chose Proposify Admittedly, Proposify is the first dedicated proposal software I've used. Had previously been using Google Docs. Incentivized Helpful? Adam Lewis Founder Chose Proposify AdRoll Incentivized Helpful? Gary Williams President & CEO Chose Proposify Better Proposals and Nusii have also been used by us. Both have pros and cons, but ultimately Proposify had the best balance of features and cost for our business. Incentivized Helpful? Bart Caylor President & Founder Chose Proposify Tried to use tools like Word, Google Docs, etc. but did not work. Freshbooks allows for estimates (as does Quick Books) but not proposals. Incentivized Helpful? Sarah Gelber Client Manager Chose Proposify Proposify works well if you're a company looking for an easy way to send out digital proposals Incentivized Helpful? Amara Omoregie President Chose Proposify Qwilr was interesting, but wasn't my favorite. It was cool in the fact that the proposals looked beautiful and interactive. But it was a bit much for my clients to figure out how to use. Kind of overwhelming for them. I really didn't like Pandadoc's functionality and UX when I … Incentivized Helpful? Sokolow Karen Founder & Creative Director Chose Proposify Proposify allows me to save templates and template sections, which for me is the biggest difference. Although Adobe pdf is nice it lacked in many features that I didn't even realize were out there and that now save me so much time. Another thing I love with Proposify compared … Incentivized Helpful? Tyler Mose CEO Chose Proposify Proposify was the only proposal solution we looked at and we have no regrets in selecting it. Unless they totally change the interface we'll never look elsewhere. Incentivized Helpful? Verified User Anonymous Chose Proposify It really was the only software that worked with what we were looking for. We wanted a document that could be updated and edit in real time and there were not any other document softwares out there that could do that for us. It just needs to fix some of its glitches. Incentivized Helpful? Bill Stern President Chose Proposify proposify has a better competition editor and better template library. I found it to be more intuitive and easier. Incentivized Helpful?	Revv BS Brett Suarez Account Executive Chose Revv Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options. Incentivized Helpful?

Features

Proposify

Revv

Proposal Creation & Organization

Comparison of Proposal Creation & Organization features of Product A and Product B
	Proposify 7.6 Ratings 5% below category average	Revv - Ratings
Proposal branding	9.20 Ratings	00 Ratings
Proposal templates	9.20 Ratings	00 Ratings
Proposal content library updates	8.40 Ratings	00 Ratings
Guided proposal creation	3.80 Ratings	00 Ratings
Searchable proposal database	7.30 Ratings	00 Ratings

Proposal Collaboration & Workflow

Comparison of Proposal Collaboration & Workflow features of Product A and Product B
	Proposify 5.6 Ratings 37% below category average	Revv - Ratings
Proposal collaboration & approval	7.30 Ratings	00 Ratings
User permissions/proposal editing controls	4.70 Ratings	00 Ratings
Sales proposal workflow	6.60 Ratings	00 Ratings
Proposal automation user interface	3.80 Ratings	00 Ratings

Proposal Delivery

Comparison of Proposal Delivery features of Product A and Product B
	Proposify 7.5 Ratings 8% below category average	Revv - Ratings
Proposal distribution	9.20 Ratings	00 Ratings
Interactive proposals	5.70 Ratings	00 Ratings
Proposal content tracking	7.80 Ratings	00 Ratings

Best Alternatives
	Proposify	Revv
Small Businesses	QuoteWerks Score 9.4 out of 10	Foxit eSign Score 9.8 out of 10
Medium-sized Companies	QuoteWerks Score 9.4 out of 10	MSB Docs Score 9.4 out of 10
Enterprises	Conga CPQ Score 8.5 out of 10	DocuSign Score 8.4 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Proposify	Revv
Likelihood to Recommend	8.7 (0 ratings)	9.0 (0 ratings)
Likelihood to Renew	1.0 (0 ratings)	- (0 ratings)
Usability	8.3 (0 ratings)	- (0 ratings)
Support Rating	7.7 (0 ratings)	- (0 ratings)

User Testimonials
	Proposify	Revv
Likelihood to Recommend	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 Verified User Anonymous Read full review	[Revv] is great in providing a template for sales documents for a team. Particularly proposals. Incentivized BS Brett Suarez Account Executive Read full review
Pros	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. Aislinn Kenyon Marketing Assistant Read full review	Creating templates for sales documents Allows ability to see when client has opened up document Ability to give client access to document through several methods Incentivized BS Brett Suarez Account Executive Read full review
Cons	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 Adam Lewis Founder Read full review	It is not intuitive as far as creating a new document from a previously created template Incentivized BS Brett Suarez Account Executive Read full review
Likelihood to Renew	We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us Incentivized Will Goad Director of Implementation Read full review	No answers on this topic
Usability	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 Natalie C. Winslow Co-Founder / Marketing Chief Read full review	No answers on this topic
Support Rating	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 Natalie C. Winslow Co-Founder / Marketing Chief Read full review	No answers on this topic
Alternatives Considered	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 Dwight Zähringer Founder Read full review	Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options. Incentivized BS Brett Suarez Account Executive Read full review
Return on Investment	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 Zach Yokum COO / Creative Director Read full review	It has saved the sales team time from having to create a proposal for each client. Incentivized BS Brett Suarez Account Executive Read full review
ScreenShots	Proposify Screenshots	Revv Screenshots