#1 most frequent
United States of America
79.5%93 installations of 117
What is Proposify?
Proposify is an online proposal software designed to give users control and visibility into the most important stage of a sales process: the close.
Categories & Use Cases
Media
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Screenshot of Business Proposal Metrics
Top Performing Features
Proposal branding
Allows users to create branding rules and/or scan proposals for brand compliance.
Category average: 8.5
Proposal templates
Allows users to utilize proposal templates for standard proposal layouts, with variable fields.
Category average: 7.8
Proposal distribution
Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.
Category average: 8.7
Areas for Improvement
User permissions/proposal editing controls
Users can set appropriate, granular controls over who can view vs. edit elements of proposals.
Category average: 7.5
Guided proposal creation
A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.
Category average: 7.5
Proposal automation user interface
User interface for setting up proposal automation is user friendly and easy to navigate.
Category average: 7.2
Who Buys & Uses Proposify
#2 most frequent
Canada
6.0%7 installations of 117
#3 most frequent
India
6.0%7 installations of 117
A great simple way to improve proposals.
Use Cases and Deployment Scope
We use Proposify for all of our pitches and quotes. We have templates set up for different sectors and clients so it’s quite easy to customize our pitches across the company whilst still keeping everything on brand and looking professional. We’re a video production agency, so being able to host videos directly in the proposals is also useful.
Pros
- Templates
- Video hosting.
- Signing documents.
- Analystics
Cons
- The document design system.
- Tables within documents.
- Crashes
Most Important Features
- Digital signatures.
- Templated quotes.
Return on Investment
- People often comment on how good our proposals look.
- It’s streamlined proposal writing, so everyone on the team can write quotes that feel the same.
Other Software Used
monday.com, QuickBooks Online, Adobe After Effects, Adobe Premiere Pro, Celtx
Proposify helps you look creative and saves time
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
Most Important Features
- Web-based SaaS
- Continuity in brand and proposal delivery
- Accepts digital signatures
- Feedback intel on customer pages viewed, time spent
Return on Investment
- Saves time in preparation for a client signature
- Branding of agency
- Easy to train and maintain use for sales people
Other Software Used
ActiveCollab, Final Cut Pro X, Semrush
Empower Your Proposals With The Use of Templates and Tracking
Pros
- TEMPLATES: The ability to work from customizable yet standardized templates allow for a consistent end-user experience for our clients, and elevates the perceived professionalism of our sales team.
- ANALYTICS: Unlike merely sending estimates or proposals via email, the tracking analytics available within Proposify's dashboard not only enables our project managers to more strategically engage with clients, but also gives our upper management an objective way to track the effectiveness of our sales team.
- EASE-OF-USE: Overall, Proposify's platform is easy to use and the UX is intuitive enough that the learning curve to use it is minimal.
Cons
- CUSTOMIZATION ADDITIONS: While there are lots of customization options available, there is still plenty of room for additional integrations and customization options to be added.
- GLITCHY CONTROLS: While the user interface of Proposify's design feature is fairly intuitive, some of the controls are prone to be glitchy, often requiring a refresh of the page or other clunky work-arounds.
- PRICING FLEXIBILITY: In addition to the standard three package options, I would like an "a la carte" option that would allow me to adjust the base price depending of which features I would like to add/remove.
Most Important Features
- Templates.
- Tracking.
- Online Portal.
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.
Alternatives Considered
Microsoft 365 (formerly Office 365)
Other Software Used
Frame.io, Trello, Adobe Premiere Pro
Proposify is great if your proposals are straightforward and don’t require a lot of back and forth edits
Pros
- Looks very good to clients.
- Tracks when clients are viewing proposals (for how long and what pages/parts of the proposal).
- Integrates pretty well with SFDC.
- Presentation mode is simple and useful.
Cons
- Export into Word would be useful
- SFDC integration sometimes doesn’t seem to search/find contacts/opps perfectly
- Some of controls (editing proposals and templates) could be more clear/intuitive
- Difficult for businesses where redlined contracts/proposals may find this software does not support client/vendor collaboration
Return on Investment
- Have us a more professional appearance
- Allowed for easy proposal creation from established templates
- Helped us understand how our proposals were being engaged with
Alternatives Considered
Adobe Acrobat DC
Usability
Other Software Used
Cirrus Insight, Salesforce.com, Camtasia, Adobe Acrobat DC, DiscoverOrg, LinkedIn Sales Navigator, Parallels Desktop
Proposify Has Simplified the Proposal Process and Increased Acceptance Rate
Pros
- Great designs
- View tracking
- Immediate signing
Cons
- Some of the formatting options aren't completely intuitive, especially with regards to images.
Return on Investment
- We've closed more proposals using this software than we do with our PDFs.
- It has saved time, which has an ROI of its own.
Usability
Other Software Used
Moz, Google Data Studio, Facebook for Business
