Proposify reviews

Pros and cons of Proposify

Opmerkingen: Overall experience with Proposify is nice as it fullfill our current requirements quite well hence one can go with Proposify software if they wanna have right workflow management tool.

Pluspunten:

Our dependency with CRM tools is based on our current requirements and the main reason of using Proposify is to have perfect documents signature as well as ideal workflow management system which could automate the process and here Proposify did it job quite well.

Minpunten:

The efficiency of using other tools in collaboration with Proposify is not that good as for handling and improving documents that is required. Hence this is something where our team felt the improvement is required.

Efficient Proposal Builder for Businesses

Opmerkingen: Overall, this platform has been the backbone of my department with creating a positive digital impression of how our team presents packages to potential clients. Being a part of a digital marketing firm, having our best foot forward digitally has increased our authority in our market.

Pluspunten:

I enjoy the ability to create templates and streamline my proposals. Having a built out system to continually turn around proposals efficiently has helped me win more deals.

Minpunten:

Sometimes the formatting of terms and conditions and table building for pricing can be a bit glitchy when copy & pasting new terminology or updating pricing.

Usage by an AE

Opmerkingen: I'm an individual contributor using proposify, and i recognize

Pluspunten:

I do like that you can tell a story in the presentation of the proposal.

Minpunten:

It takes a lot to set up the presentation pages to make it look good and helpful.

Customer service is everything!

Opmerkingen: Overall, I am happy with Proposify. The customer service makes a HUGE difference. And our contact, [sensitive content hidden], goes above and beyond to help us. If it were not for the amazing customer service, we would not have renewed our contract.

Pluspunten:

I like how user-friendly it is. It's easy to pick up and learn how to use it. This makes it easier for some of our less tech-savvy colleagues.

Minpunten:

Copying and pasting from Word into Proposify. Most of our account reps work on their own financial documents in Microsoft Word. When they copy and paste it into Proposify, it looks terrible. Extra spaces added, and bullet points don't transfer. It's a headache to go back and clean up. This discourages my colleagues from using Proposify.

We love Proposify

Opmerkingen: We've had a great experience with Proposify. I recommend it to fellow marketers as a way to streamline their proposal process.

Pluspunten:

It's easy to use and saves time on the creation of my proposals.

Minpunten:

There are some features I wish it had, but the UX reaches out several times a year to discuss how the user experience is.

Easy to use, professional proposals

Opmerkingen: Great product from great people - we’ve used Proposify for 3 years and it’s been great!

Pluspunten:

Easy to use, great starter templates and easy to customize.

Minpunten:

Sometimes deliverability is tricky - I always recommend sending a separate followup email with the link

Robust and Relevant but Has Competition

Opmerkingen: Solid resource but not for everyone. Quality and consistent way to elevate your brand. Some glitches but overall, works well.

Pluspunten:

I was excited to give Proposify a try because I do a great deal of professional document designs. I have also had a handful of clients trial it before ultimately deciding on a program to meet their needs. I like that users could easily modify the templates and that there are a variety of quality templates available. This enables users to create branded documents with professional look and feel and to do so consistently. A service like Proposify helps to save time which ultimately translates to saving money. It’s a good resource if you’re doing high volume sales presentations or pitches.

Minpunten:

I disliked the pricing options as they are somewhat restrictive and seem to exclude a population of customers who might be interested in a one-off or two-off solution. This makes them not as attractive as some of their competitors but a great option for others and it may not be the most ideal if you’re not doing a high volume of pitches or proposals.

Great Proposal Software!

Opmerkingen: I have enjoyed using it and have never had any problems that I can't get an answer for.

Pluspunten:

It's very user-friendly and easy to add slides. It's easy to adjust tables or pricing or anything that I need to change.

Minpunten:

I don't like it when new updates are made. but that's not a big deal. I know adjustments and improvements are important.

Proposify Is Worth Checking Out - Great Product!

Opmerkingen: Very positive and now since I have several years of use under my belt, plus client feedback on their appreciation for the quality of our responses, it makes us feel great in using the product to attain overall high success.

Pluspunten:

I like the product's overall capability to help with producing very professional looking proposals - it has been very nice to use.

Minpunten:

Wish that there was a Window's like undelete feature, just in case something is edited that you want to backtrack on. A bit unforgiving in that area.

Best Product I have used so far

Opmerkingen: Pretty good.. like it better than using google sheets or MS Word.

Pluspunten:

I love the way you can build pricing tables and templates into a proposal. Then you can customize even further with added personalization.

Minpunten:

It gets a bit wonky with cache with your PC-- so you have to refresh reguarly to make sure things are saving. Then it takes some learning to know where to click with you mouse to drag/drop and open menus.

Allows interactions with clients with better results

Opmerkingen: Thanks to the segmentation and monitoring of interactions, it allows us to offer our clients a more personalized service adapted to their needs. Constantly increasing sales and satisfaction of both clients and professionals

Pluspunten:

I like it because it has an approach focused on efficiency and business customization, this platform offers intuitive and powerful solutions to help maximize results and maintain a solid relationship with your clients. It helps to keep track of interactions which allows detailed tracking of all interactions with customers, whether by email, phone calls or any other way. This will help you keep a complete record of communications and provide a more personalized service. Bearing in mind that with more efficient and personalized customer management, you will be able to increase customer retention and generate new sales opportunities.

Minpunten:

The use of a new tool may require a period of adaptation and learning to get the most out of it, but I consider that this solution is aimed at almost any organization with efficient results

Interesting integration choices

Pluspunten:

We've never used anything that allowed us to make proposals and generate next steps from the proposals, or track the proposals. This was something new that Proposify offered which was my company was trying it out. It's a bit of a unique spin and was useful.

Minpunten:

It's not a con exactly but for a small team, we didn't need this level of tracking. I'd rather text a salesperson and say "hey what's going on with x" than look it up online. But for larger companies it might be perfect.

Great in concept but buggy as hell

Opmerkingen: Overall it WAS a great product. It's going through growing pains but they don't seem to be growing out of it anytime fast. The support is somewhat responsive although 9/10 I get a canned response that doesn't really answer my question. If you are using the exact same template over and over again with no changes then you will probably have no issues but if you build a custom proposal for your clients it will be a frustrating task.

Pluspunten:

I love how it streamlines our proposal presentation to clients. We are able to quickly produce proposals that look beautiful and help us close... when there are no changes needed to be made to the template.

Minpunten:

In seems that over the past few years the dev consistency has gone down a lot. There are a lot of feature updates but more and more bugs. Simple things that should be flushed out before deployment are not being done and this has been something I have seen for over a year and a half. The biggest issue so far has been pricing tables. You're prompted to update to the new tables but it never works. Support just tells you to do a few workarounds and sometimes it works and sometimes it doesn't. We don't have time to teach our entire team how to navigate the bugs. Before that there was a bug with being able to update simple text, you couldn't select a text box and you had to refresh every time. Before that, your templates would load blurry and then you had to scroll all the way to the bottom of the page then back up to be able to edit anything. I used to love this software so much but I don't know what happened. It went from saving us time to costing us time and causing hours of frustration. A common phrase of frustration in our office is "Why Proposify" WHY???" I am in the process of looking for an alternate to move my entire team to.

Great in concept, but buggy

Opmerkingen: We switched to Proposify from Bidsketch to solve a bunch of problems. Proposify is great on the surface and as an idea, but there are many things we don't like. Nonetheless, we're stuck with it for now. Pros: Proposify streamlines our proposal writing process, clean UI, pricing tables that do math. Staff is helpful and responsive. I love that we can spin up proposals very quickly with templates. It would be basically perfect if it weren't for the cons. Cons: This software is still full of bugs. There have been several instances where data has been lost, or unexpected behavior happens. It's extremely frustrating and time consuming when these bugs happen. I've probably submitted 20 bugs over the past month. Examples include formatting buttons that don't work, pages breaking and crashing etc. There are many features that leave us scratching our heads and asking either "why isn't this a feature" or "why IS this a feature? Examples:
-You can add sales tax to pricing tables, but sales tax doesn't reflect in the totals.
-Pricing tables are very difficult to customize
-Pricing tables that are longer than one page cannot flow into a second page. If you do want them to flow into a second page, you have to create a special type of page from the start that can ONLY have the pricing table on it.
-When you go through revision history, you see data from OTHER proposals that share the same type of section.
-You can't format text in snippets. To see what it looks like you have to drag the snippet into one of your sections or templates.
-The navigation is super clunky and not natural. I find myself clicking around a lot looking for things.
... and many more Bottom line:
I want to have faith in this but I'm close to start looking at other options. We've had more than one catastrophic failure that has cost us tremendously and I'm at the point where I don't feel that I can rely on Proposify as a tool because I never can be 100% certain that it's going to work properly. Proposify should really take some time and listen to their users, and try writing some proposals themselves and experience the process. If they were willing I'd personally love to hop on the phone and talk through some suggestions for improvement, and I'm sure other users would feel the same way. I feel kind of bad for how much I've had to bother their support staff with bugs and issues. If Proposify improves, I'll come back and update my rating.

Fleixible and Professional Proposal Software

Opmerkingen: Proposify helps me develop professional looking proposals that are easy to share with prospects and easy to edit.

Pluspunten:

I like the various options that are included on the platform that make it easy to customize a proposal. The templates included are also quite helpful. Also the metrics options to see engagement rates for proposals is a great way to get insight into the possible interest of prospects.

Minpunten:

For the text boxes, a spellcheck featured is badly needed.

One of the best tool to make your proposals more easily and effectively

Opmerkingen: We can now track our proposals in time and followup with them such that the chance of getting them cold is very low. Proposify helps us to maintain a strong communication with the client and thereby generating more sales.

Pluspunten:

The best part about Proposify is that there is no need to search for templates on the internet that match your proposals, it has al the needy templates on the system. While selecting the proposal type the template design gets added automatically thus saving much time. We are also interested to see that a lot of third party integrations can be done on this tool like adding in Zoho platform etc. The major use case that we can see is the ease of creating a proposal and have the follow up done. Really a great tool to work with.

Minpunten:

The major issue is that the pricing and the feature set is limited, saying we cant add more images to the layout like we had done on MS word. Please cleat this issues asap.

Proposify Is The Best

Opmerkingen: I own a Landscape Architecture firm called Stack Rock Group. We design sustainable, high-performance landscapes nationwide. I searched for months and tried several platforms before deciding on Proposify. Our proposals blow our competitors out of the water and our clients love how they look and how advanced we are. We write tons of proposals and Proposify makes it super simple to track them and for our clients to view and accept them. I seriously can't remember my proposal writing life before Proposify. It will be a cold day the next time I open up InDesign to write a proposal. Proposify is easy to use. Support is awesome. I can't think of a reason not to use Proposify.

Pluspunten:

Templates are super easy to use and to customize. Saving my own templates for different customer segments is stupid simple. Customer support is awesome and so responsive. Every proposal we have turned out with Proposify has looked amazing and our conversion rate has increased 20%.

Minpunten:

The only con is there isn't YET a mobile app that will allow me to enter new customers and send a proposal from my iPad.

The Best Proposal & Contract Platform That We've Used

Opmerkingen: After trying several other options over the last few years for our consulting business, we found Proposify and have been very happy with the platform. It has a number of great features, is quite reliable, and the team is always quick to respond or address any issues that we run into. The support is perhaps what I would emphasize most; our previous platform (QuoteRoller) was very poor when it came to support and responding/acting on feedback. Proposify clearly cares about what its customers have to say and is always working to make it better!

Pluspunten:

- Templates & contract modules (easy to 'slice up' and use/re-use only what you need) - Design and user experience - Reliability - Proposify team! - Flexibility - Tracking of proposals (sent, viewed, signed, etc.) - Email & follow-up templates/options

Minpunten:

- Occasional issues with editing/formatting of contracts - Formatting of PDFs from the platform will sometimes be slightly different than the in-browser version

Great looking proposals & sales tracking, but some glitches.

Opmerkingen: I've used this both in an agency setting and as an individual consultant to craft and send proposals. I truly do believe that a great proposal (both visually and written) helps to win business. Proposals can be one of the most critical sales documents in your process.

Pluspunten:

The software helps you to create great-looking proposals and keep things in your sales funnel organized. It is also nice that you can track when someone has opened your email/proposal and how long they have viewed different sections, which greatly helps during sales follow-ups.

Minpunten:

Glitches. I've used this software for a couple years and I do find that it does glitch out quite frequently. The text formatting changes when you writing text and then it goes to the next page. The worst experience was when I lost hours worth of work for a big proposal (and it didn't autosave), making for a sleepless night.

Impressive Proposals in Minutes

Opmerkingen: Proposify has totally streamlined the way I write proposals. What used to take me an hour or so with my Word template, now happens in about 15 minutes - and it looks more professional. I also love that I can send clients a link to view online, which means I know if they've opened the proposal or not, so on following up I can be more prepared. In the past if I need to get a proposal to a client really urgently, I might end up doing a one page quote with a few details and pricing, but with Proposify, I can whip up an impressive multiple page proposal in 15 minutes - and it's definitely getting me more sales.

Pluspunten:

The reusable sections are fantastic, you can create great looking pages and sections and store them in a library ready to drop in as required. And it's easy to update those as details or pricing change. Online link for clients to view the proposal tracks their viewing so you know which pages they viewed and for how long on each page.

Minpunten:

On occasion the editor can be a bit glitchy, but that might be my computer/browser at fault.

Create the best proposals with Proposify

Opmerkingen: My overall experience has remained quite pleasant till now the software has helped me become better at creating proposals for clients

Pluspunten:

What I really like about Proposify is the fact that they have a large variety of proposal templates and you can choose the best one according to your needs.

Minpunten:

I don’t like how they don’t offer you a free trial like most other similar softwares do and it would be great if users had a chance to test the software before paying for it

Quality Product Run By Quality People

Opmerkingen: Our company went from delivering Word documents that lacked credibility or InDesign files that weren't universally available to our clients to being able to shoot professional proposals via an active website link. As a digital marketing agency, this was exciting for clients looking for a progressive team to bring fresh ideas. In addition to its easy-to-use client interface, I have had zero issues training team members to use the software. The number of "wow, that's cool" and "it's really that easy?" comments are a testament to the thoughtfulness that Proposify put into creating this platform. And, maybe the most important aspect for me when it comes to anything I use, their customer service is second-to-none. Their quick responses and personal replies make asking for assistance a non-issue... which is saying something coming from a stubborn man such as myself.

Pluspunten:

Easy to use, great looking and amazing customer service

Minpunten:

The text formatting can become an issue from time to time. For example, an entire sentence might turn bold when I try and only bold a few highlighted words. These things are all easily fixed but can become a slight frustration when working against a timeline. That being said, a Proposify team member has been great help every time I reach out regarding any issue.

Proposify for small business

Pluspunten:

We use Proposify to create proposals for clients. The program allows us to insert pictures, as many pages as we want, and create a professional-looking proposal for our clients to review and sign.

Minpunten:

For our purposes, there isn't anything we dislike about Proposify. It is a great option if you need to create proposals or detailed sales material.

Once you learn it

Pluspunten:

I like the drag and drop feature. It is easy to add each individual item (with price) when preparing a quote or a client.

Minpunten:

You cannot set up certain field throughout a document so it automatically populates when you make a change such as a client name or date. When you win a deal, this program does not integrate with Quickbooks so we have to manually set up the client in QB and create a new invoice.

Great software but pricier than competition

Opmerkingen: We like it but it is twice the price of a fairly competitive alternative. As we are adding additional staff that also write proposals we may move to another platform.

Pluspunten:

The proposals look fantastic and the client delivery and experience is flawless.

Minpunten:

The editing is somewhat difficult and there is a bit of a learning curve. Also cutting and pasting does not function from the web browser editor.