Proposify is proposal software that helps you impress clients and close more deals. Deliver beautiful proposals to your prospects, leads and clients in less time and get faster sign-off with digital signatures. Integrate your proposal software with your favourite CRM, accounting, and project management software to automate your sales and proposal process from creation to close.
Pros
our favourite feature; huge time savings. If anybody's ever done proposals on Word or Excel; it’s head wreck. Proposify is great because there's beautiful templates there ready to go, it saves you a ton of time and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.
The other top features are that there's a super easy editor to use, great content library, there’s the signature function in there to get your signature to get to a proposal signed off on. There's great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal, and when they've signed off on it. But, also, you can go into the app and see how much time people are actually spending looking at your proposal, which I think is kind of sneaky but it surprises me how little time people actually spend reading your proposal. Spoiler alert: people don't read their contracts.
Cons
the startup integration is cool but we'd like to see a little bit more love in that space. So once the Stripe payment is taken could the clients get a receipt? That might be helpful, we have to go and actually manually create that in Quickbooks, so it's a little bit of love required on that, I think it was more of an after fact for them and they've just left it to Stripe to kind of manage it.
Hi Aislinn,
Thanks for taking the time to leave us a review. We do have an article in our Knowledge Base that walks you through how to send your client a receipt from a Stripe transaction via the payment dashboard, if you'd like to reduce the time spent manually entering the information into Quickbooks - http://support.proposify.com/api-and-integrations/invoicing-and-billing/stripe. That being said, we appreciate your feedback - our Development team is always working on improving the user experience, and your comments are helpful for future updates!
Best of luck with your upcoming proposals, and happy closing!
I love this thing and use it all the time. Before I got this program I was shuffling through Word docs on my computer and constantly rewriting brand new proposals for each prospect. Proposify helped me streamline my process for kicking out really great looking proposals. The absolute best part of the whole tool is how it allows each party to e-sign the contract right inside the program. Really handy and beats the pants off asking someone to print, sign, scan, and send back. It's the real deal and honestly I couldn't go back to send someone a pdf from my word doc or whatever. This is way better.
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Pros
I save all my different versions of proposals and can mix and match different sections as needed for each client. Helps to have a library of sections, different contracts, etc.
The delivery, editing, and signing is all in one place. It sends us both a PDF version with signatures to file after closing.
Uses great code snippets to automatically fill in the client name, the cost, etc to make each one somewhat custom.
I get notified in my email when my prospect views the proposal (which is exciting).
It looks a lot more professional when they get the nice designed email with a button to click and the proposal deck is laid out with a nav bar. Takes you from minor leagues (with silly word docs or PDF attachments) to big leagues, especially as a digital agency.
Cons
It's definitely not a design tool so I have a hard time getting the layout and design of the proposal to look the way I want. It's fairly limited in what it can do in that respect so we build pieces (images) offline and then paste the image into the proposal sometimes. Otherwise, for what it is, it's pretty good at helping me put together a good looking proposal. It's just not an Adobe product or anything.
The way content pieces in the library are saved and edited is somewhat confusing and I've struggled to replace everything after deleting templates and then losing content pieces.
As the owner of a Digital Agency in a crowded marketplace, it's important to be better at every opportunity. Proposify allows us to do that. It's made with the creative industries in mind and has a pretty nice default contract in place that can be used.
Of course, as per all contracts, it's important to get it checked/re-written by a professional to make sure it's 100% legal and enforceable.
Proposify gives a decent depth of analytics on user behavior from the moment they open your proposal. They also track the proposal journey through to the client and allows the option to add an auto follow up to non-signed/opened proposals. Clients always comment on how much they love how easy it is to digitally sign our proposals/contracts and some have even incorporated Proposify in their business.
Proposify allows you to create different proposal templates. We use this feature to have a proposal for each of our services and then we just tweak the scope of services to the individual client's requirements on the fly. All of a sudden, a proposal that looks like it took over an hour is out the door in 10 minutes. The early bird catches the worm and Proposify makes it so we can close deals faster.
The only thing very slightly negative regarding Proposify is the pricing. It's certainly one of the most expensive platforms we pay for on a monthly basis however it isn't unaffordable. It may be a bit of a stretch for a small business to pay for regularly and the 5 proposal limit on the lower plan is quite restrictive for the price. They used to offer 10 proposals for that price which seemed much better value to me, however, they're constantly updating, improving and adding integrations and they're a business after all so need to bring the revenue in.
All in all, don't hesitate, just sign up! You won't regret it.
Pros
Integrations.
Looks.
Functionality.
User Friendliness.
Cons
Pricing but it's not too bad.
Overall I like the tool, but it's a shame that there are a few obvious bugs that can cause frustration. Being able to approve proposals before they are sent is an essential feature and this handles it with some ease.
Pros
I love the ability to create proposal templates so that sales teams can create sales quotes quickly and easily. The ability to provide a review step is also key to quality control, and we use this all the time. Being able to see when a client has opened and viewed the proposal is also fantastic.
Cons
It can be a little buggy at times - we have multiple teams set up in the tool, but some staff work across the teams. This causes issues with Proposify, especially when reviewing proposals as clicking on the links in emails will ask you to sign in, but won't actually take you to the proposal. Even if you are logged in, it won't do this. I contacted support and they said it was down to the team settings and to create multiple user accounts for people who needed to be cross-team - this was silly as the pipeline feature would then break.
The editor in the tool can also be a pain to work with - it's very clunky in parts and adding simple tables can be an infuriating experience.
Hi there, thanks for taking the time to leave us a review.
We're happy to hear that Proposify is helping your sales team is streamline their proposal process, and that the client insights is a valuable tool for your team!
We appreciate your feedback - our Development team is always working to improve the user experience and we welcome your comments. It helps us make Proposify even better!
Thanks for choosing Proposify, and happy closing!
Proposify helps me create attractive and effective proposals help me close more deals and grow my business.
Pros
I like that the proposals created with this software truly just look good. The proposals are very attractive overall and knowing this builds even more confidence when crafting the proposals. The entire platform is very intuitive and you can quickly get started with the built-in design templates. I love the Stripe integration as well because sometimes I do not want to have to send clients a separate invoice after sending them the proposal. So this integration feature saves me a lot of time.
Cons
I would like to see additional templates added over time.
Hi there, thanks for taking the time to write a review.
We appreciate your feedback - it helps us make Proposify an even more powerful tool. Our design team is always working to add more professional and beautiful proposals to our template gallery, so stay tuned!
Great to hear that Proposify is helping you close more deals and grow your business - keep it up, and best of luck with your upcoming proposals!
Subscriptions start at $19/month.
Proposify is built for businesses that rely on proposals to win new business and is mission critical in growing their business. Proposify is the only proposal automation software in the cloud with an extremely powerful custom design editor, allowing companies to standout and stay on brand.
Below are some frequently asked questions for Proposify.
Proposify offers the following pricing plans:
Starting from: US$19,00/month
Pricing model: Open Source, Subscription
Free Trial: Available
Subscriptions start at $19/month.
Proposify offers the following features:
Proposify has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business
Proposify supports the following languages:
English
Proposify has the following pricing plans:
Open Source, Subscription
Proposify supports the following devices:
Android, iPhone
Proposify integrates with the following applications:
APIANT, FreshBooks, HubSpot CRM, HubSpot Marketing, Insightly, LeadMaster, Pipedrive, Retently, Teamwork Projects, Xero
Proposify offers the following support options:
FAQs, Knowledge Base, Online Support, Video Tutorials
For any of you who have suffered through the time suck fun of writing proposals on a regular basis, Proposify is going to be an awesome app for you or your clients.