Proposify

Proposify

door Pitch Perfect Proposal Software

Wie gebruikt Proposify?

Voor verkoopprofessionals; professionele dienstverlenende bedrijven, consultants, bureaus, en dergelijke die aantrekkelijke, op maat gemaakte voorstellen moeten creëren en sneller de goedkeuring van hun klanten willen verkrijgen.

Wat is Proposify?

Proposify is een eenvoudige manier om winnende voorstellen te leveren. Bespaar meer dan 2 uur in vergelijking met Word, InDesign of Google Docs. Onbeperkte toegang tot een galerij van aantrekkelijke sjablonen met vooraf geschreven tekst voor een verscheidenheid aan diensten. Alle sjablonen kunnen worden aangepast aan jouw bedrijf en merkeigen taalgebruik. Dit product is de favoriete tool voor verkopers en ondernemers, omdat het begrijpt hoe de verkoop werkt. Dit product begrijpt de uitdagingen van bedrijfsgroei. Elke functie is ontworpen om je een stap dichter bij de definitieve klantondertekening te brengen.

Proposify - Details

Pitch Perfect Proposal Software

http://proposify.com

Opgericht in 2012

Proposify - Prijsoverzicht

Proposify heeft geen gratis versie maar biedt wel een gratis proefperiode. Proposify betaalde versie vanaf US$ 19,00/maand.

Beginprijs

US$ 19,00/maand

Gratis versie

Nee

Gratis proef

Ja

Implementatie

Cloud, SaaS, Web

Training

Live online

Webinars

Documentatie

Ondersteuning

Kantooruren

Online

Functies van Proposify

Besteksoftware
Aanpasbare branding
Catalogusbeheer
Contactenbeheer
Geautomatiseerde offertes
Klantenportal
Kortingsbeheer
Prijsbeheer
Productconfigurator
Auditspoor
Beheer van offerteaanvragen
Contactenbeheer
Contentbibliotheek
Documentbeheer
Elektronische handtekening
Kennisbankbeheer
Pipelinebeheer
Samenwerking
Sjablonen
Versiebheer
Werkstroombeheer

Reviews van Proposify

5 van 247 reviews worden weergegeven

In totaal
4,5/5
Gebruiksgemak
4,3/5
Klantenservice
4,5/5
Functies
4,4/5
Waar voor je geld
4,4/5
Susan W.
Director
Bouw, 2-10 werknemers
Heeft de software gebruikt voor: 1-5 maanden
  • Totaalscore
    5/5
  • Gebruiksgemak
    5/5
  • Functies en functionaliteit
    5/5
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 11-10-2019

"Love it."

Opmerkingen: Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and I love the links to Infusionsoft and the ability to automate followup which were both missing in our previous software.

Pluspunten: Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.

Minpunten: Set up of our template was a little daunting but we used Belt Creative to help us which was well worth the investment.

Antwoord van de leverancier

van Pitch Perfect Proposal Software op 11-12-2019

Hi Susan, thanks for taking a moment to write a review of our software. Fantastic that Belt Creative helped you get started, and that your clients are impressed! That's really great feedback, and we're excited for you to continue seeing the benefits of Proposify. Definitely let us know your thoughts at the six-month and 12-month marks! Best of luck with any upcoming proposals, and happy closing!

  • Bron van de reviewer 
  • Beoordeeld op 11-10-2019
Matthew N.
CEO & Founder
Internet, Zelfstandig ondernemer
Heeft de software gebruikt voor: 1-5 maanden
  • Totaalscore
    4/5
  • Gebruiksgemak
    4/5
  • Functies en functionaliteit
    5/5
  • Klantenondersteuning
    4/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    8/10
  • Bron van de reviewer 
  • Beoordeeld op 18-9-2019

"Helping automate my freelance business"

Opmerkingen: Very positive. My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed. An impressive feature is the ability to create dynamic proposals where clients can add on options and the total sum is adjusted accordingly.

Pluspunten: This is a complete package. I needed a tool that would allow me to dynamically create proposals, but also send out regular documents like NDA's to be signed digitally. Proposify solves this for me and add extra features. It is relatively easy to create a document (proposal/contract) from scratch using their design interface. Even though it is a bit unintuitive at times, it gets the job done. Creating snippets of content for later use is a definite benefit. Even better is the seemless integrations with Harvest, creating an invoice from a proposal when it is signed, and importing contacts from Harvest. This automated approach is saving me a bunch of time.

Minpunten: No integration yet with Everhour, since I was considering switching time tracking solution from Harvest. No integration with Asana to create a project within a team upon signing, but this might be (too) nice to have :)
No integration either with a tool like PieSync to import contacts in general.

Antwoord van de leverancier

van Pitch Perfect Proposal Software op 25-11-2019

Hi Matthew, thanks for leaving us a review. So great to hear how Proposify is helping you create dynamic sales docs! We also appreciate your integration feedbackwe'll share it with our team. Happy closing!

  • Bron van de reviewer 
  • Beoordeeld op 18-9-2019
Julia D.
Owner
Marketing en reclame, Zelfstandig ondernemer
Heeft de software gebruikt voor: 6-12 maanden
  • Totaalscore
    5/5
  • Gebruiksgemak
    5/5
  • Functies en functionaliteit
    5/5
  • Klantenondersteuning
    Zonder beoordeling
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 31-3-2020

"Essential for sales tracking "

Opmerkingen: It definitely makes the sales process and tracking thereof easier as you can document together all steps along the way.

Pluspunten: The best feature are the templates for various industry. I use this soft and I recommended to many of my clients as it helps create great looking proposals, keeps track of your sales funnels.

Minpunten: Pricing is pretty high if you do not send out proposals on a regular basis. Also some functionality can be a bit unstable or slower to respond.

Antwoord van de leverancier

van Pitch Perfect Proposal Software op 6-5-2020

Hi Julia, thanks for taking a moment to leave us a review. We appreciate your feedbackhappy closing!

  • Bron van de reviewer 
  • Beoordeeld op 31-3-2020
Matt S.
Owner
Muziek, 2-10 werknemers
Heeft de software gebruikt voor: 1-5 maanden
  • Totaalscore
    2/5
  • Gebruiksgemak
    2/5
  • Functies en functionaliteit
    3/5
  • Klantenondersteuning
    4/5
  • Waar voor je geld
    3/5
  • Waarschijnlijkheid van aanbeveling
    4/10
  • Bron van de reviewer 
  • Beoordeeld op 11-4-2017

"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.

Antwoord van de leverancier

van Pitch Perfect Proposal Software op 13-4-2017

Hi Matt,

We really appreciate you taking the time to provide feedback. We take it to heart, and it helps us improve Proposify.

Our support team would love to jump on a call in the near future to chat more about it, and will be in touch to set up a time if you are interested.

Thanks again!

  • Bron van de reviewer 
  • Beoordeeld op 11-4-2017
Martin B.
Customer Success Manager
Marketing en reclame, 13-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
  • Totaalscore
    5/5
  • Gebruiksgemak
    4/5
  • Functies en functionaliteit
    4/5
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    9/10
  • Bron van de reviewer 
  • Beoordeeld op 20-2-2020

"Proposify is essential!"

Opmerkingen: We use Proposify for all of our Quotes - we track won/lost and the electronic signature capability.

Pluspunten: The Proposal Editor has all of the necessary components. We have developed a complete set of Proposal Templates which makes creation of a Professional document in minutes.

Minpunten: Content pieces in the library are sometimes difficult to use. Editing the content pieces is sometimes cumbersome.

Antwoord van de leverancier

van Pitch Perfect Proposal Software op 6-3-2020

Hi Martin, thanks for taking a moment to write a review of our software! Amazing to hear how Proposify is helping you effortlessly create professional-looking proposals in minimal time. We also appreciate your feedback; it helps us make Proposify an even more powerful tool. Happy closing!

  • Bron van de reviewer 
  • Beoordeeld op 20-2-2020