Proposify

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.

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.

Great Document Tool

Pluspunten:

The ease of populating and sending proposals.

Minpunten:

Creating the templates, the tools were a little bit clunky.

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 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.