Proposify Overview
What is Proposify?
Proposify is the online proposal software that helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.
We’ve revolutionized the proposals process so your reps can spend less time on manual tasks and more time doing what they do best: selling.
But Proposify doesn't just save time; with assignable roles, permissions, and workspaces, you can manage the access each sales rep has. From the kind of content they can use and editing the design, all the way through to sending a proposal, you'll have full brand control and peace of mind without bottlenecking the process. Finally, a solution that makes both Sales AND Marketing happy.
If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.
Proposify Overview
Pricing
Pricing options
Subscriptions start at $19/month.
Proposify Features
Media
Proposify Reviews
Proposify Reviews
Love it.
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.
Helping automate my freelance business
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.
Great in concept, but buggy
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.
Great for small businesses developing proposals for bigger projects.
Very positive experience with support, I've had little to query as its very easy to use and customise.
Out of Scope Reach to our Clients
The ability to build my proposal with just fews clicks and moving it directly to my client with ability to review details about how my customers view and understand from their behavior details about how they interact with it.
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Love it.
Pros
Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.
Cons
Set up of our template was a little daunting but we used Belt Creative to help us which was well worth the investment.
Response from Pitch Perfect Proposal Software
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!
Helping automate my freelance business
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.
Pros
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.
Cons
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.
Response from Pitch Perfect Proposal Software
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!
Great in concept, but buggy
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.
Response from Pitch Perfect Proposal Software
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!
Great for small businesses developing proposals for bigger projects.
Very positive experience with support, I've had little to query as its very easy to use and customise.
Pros
The library of content and examples is especially helpful. We've been able to develop proposals for our product offering and customise completely for every client.
Cons
I would love integration between my FreeAgent.com account when a proposal has been authorised to automate the invoicing process.
Response from Proposify Inc.
Hi Shaun, thanks for taking a moment to leave us a review. We'll be sure to share your integration suggestion with our team. Happy closing!
Out of Scope Reach to our Clients
The ability to build my proposal with just fews clicks and moving it directly to my client with ability to review details about how my customers view and understand from their behavior details about how they interact with it.
Pros
Easily to modify and build your proposal template, and easy to maintain it to deliver to your customers
Cons
Less relative templates of the proposals
Response from Pitch Perfect Proposal Software
Hi Mustafa, thanks for writing us a review! We're glad to hear that you're enjoying Proposify and that the client viewing metrics are valuable (having proposal insight is such a game-changer). Best of luck with any upcoming proposals, and happy closing!
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Proposify Pricing
Proposify Pricing
Subscriptions start at $19/month.
Subscriptions start at $19/month.
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Proposify Features
Proposify Features
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Categories
Categories
Additional information for Proposify
Additional information for Proposify
Key features of Proposify
- CRM Integration
- Content Library
- Customizable Templates
- Digital Signatures
- Download hi-res PDF
- Drag and Drop Content Sections
- Embedded Videos within the Proposal
- Extremely Responsive Customer Support
- Freshbooks Integration
- Powerful Custom Design Editing in the Cloud
- Pre-populated Industry Templates
- Professionally Written Content
- Sales Metrics
- Send Client Proposals thru the Browser to a branded landing
- Team Collaboration
- Teams and Permissions
- Version Control
- WYSIWYG Editor
Benefits
- Create on-brand templates that sales reps can reuse so all they have to do is customize the details for their next big deal
- Store all the content reps need in one location so snapping together a proposal takes minutes, not hours
Empower reps to create proposals, contracts, and agreements directly in Salesforce and keep their data in sync
- Impress your prospects with a buyer experience that includes interactive pricing, videos, and live chat
- Get faster sign-off and make it easier for prospects to buy with our legally binding electronic signature tool and order forms
- Find out how prospects are interacting with proposals, which sections they looked at and for how long. This insight helps reps know when to reach out to close the deal
Proposify FAQs
Proposify FAQs
Below are some frequently asked questions for Proposify.
Q. What type of pricing plans does Proposify offer?
Proposify offers the following pricing plans:
Starting from: US$19,00/month
Pricing model: Subscription, Open Source
Free Trial: Available
Subscriptions start at $19/month.
Q. What are the main features of Proposify?
Proposify offers the following features:
- CRM Integration
- Content Library
- Customizable Templates
- Digital Signatures
- Download hi-res PDF
- Drag and Drop Content Sections
- Embedded Videos within the Proposal
- Extremely Responsive Customer Support
- Freshbooks Integration
- Powerful Custom Design Editing in the Cloud
- Pre-populated Industry Templates
- Professionally Written Content
- Sales Metrics
- Send Client Proposals thru the Browser to a branded landing
- Team Collaboration
- Teams and Permissions
- Version Control
- WYSIWYG Editor
Q. Who are the typical users of Proposify?
Proposify has the following typical customers:
Small Business, Large Enterprises, Non Profit, Freelancers, Mid Size Business
Q. What languages does Proposify support?
Proposify supports the following languages:
English
Q. What type of pricing plans does Proposify offer?
Proposify has the following pricing plans:
Subscription, Open Source
Q. Does Proposify support mobile devices?
Proposify supports the following devices:
Android, iPhone
Q. What other apps does Proposify integrate with?
Proposify integrates with the following applications:
APIANT, FreshBooks, HubSpot CRM, HubSpot Marketing Hub, Insightly, LeadMaster, Pipedrive, Retently, Teamwork, Xero
Q. What level of support does Proposify offer?
Proposify offers the following support options:
FAQs, Knowledge Base, Online Support, Video Tutorials
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.