Proposify

Proposify

Software de proposta para equipes de vendas modernas.

4.5/5 (246 avaliações)

Resumo do Proposify

O que é o Proposify?

O Proposify é um software de proposta online que ajuda as equipes de vendas modernas a criar, enviar, rastrear e assinar eletronicamente propostas, contratos e acordos vencedores.

É uma revolução no processo de propostas, para que seus representantes possam gastar menos tempo em tarefas manuais e mais tempo fazendo o que fazem de melhor: vender.

Mas o Proposify não apenas economiza tempo; com funções, permissões e áreas de trabalho atribuíveis, é possível gerenciar o acesso de cada representante de vendas. Desde o tipo de conteúdo que eles podem usar, editar o design e até o envio de uma proposta, você terá controle total da marca e muita tranquilidade, sem criar gargalos no processo. Finalmente, uma solução que satisfaz os departamentos de vendas e de marketing ao mesmo tempo.

Se você está pronto para dar um diferencial à sua equipe de vendas, visite o site ou agende uma demonstração.

Resumo do Proposify

Preços

A partir de
US$ 19,00/mês

Opções de preços

Teste Grátis
Código aberto
Assinatura
Relação qualidade/preço

Recursos do Proposify

Dispositivos
Porte da empresa
P M G
Mercados
Austrália, Canadá, Europa, Reino Unido, Estados Unidos
Idiomas
Inglês

Capturas de tela

Captura de tela do Proposify:
Captura de tela do Proposify: Captura de tela do Proposify: Captura de tela do Proposify: Captura de tela do Proposify:

Proposify - Avaliações

Proposify - Avaliações

Classificação geral
4.5
/
5
Excelente
171

Muito bom
55

Regular
10

Ruim
4

Péssimo
6

Relação qualidade/preço
4.5
Recursos
4.4
Praticidade
4.4
Suporte ao cliente
4.6
92% dos usuários recomendam este app
Aislinn K.

Entreflow Consulting Group's use of Proposify

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.


Traduzir com Google
Martin B.

Proposify is essential!

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


Traduzir com Google
Julia D.

Essential for sales tracking

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


Traduzir com Google
Matt S.

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.


Traduzir com Google
Avaliador Verificado

Great looking proposals & sales tracking, but some glitches.

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.


Traduzir com Google
Aislinn K.
Setor: Consultoria de gestão
Porte da empresa: 13-50 funcionários
Traduzido para Português

Entreflow Consulting Group's use of Proposify

Usado Semanal durante Mais de um ano
Avaliado em 19/04/2019
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

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.

Traduzido para Português

Resposta do Pitch Perfect Proposal Software

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!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Martin B.
Setor: Publicidade e marketing
Porte da empresa: 13-50 funcionários
Traduzido para Português

Proposify is essential!

Usado Diariamente durante Mais de dois anos
Avaliado em 20/02/2020
Fonte da avaliação: Capterra

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

Vantagens

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.

Desvantagens

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

Traduzido para Português

Resposta do Pitch Perfect Proposal Software

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!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Julia D.
Setor: Publicidade e marketing
Porte da empresa: Profissional autônomo
Traduzido para Português

Essential for sales tracking

Usado Diariamente durante 6 a 12 meses
Avaliado em 31/03/2020
Fonte da avaliação: Capterra

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

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade

Probabilidade de recomendação: 10.0/10

Matt S.
Setor: Música
Porte da empresa: 2-10 funcionários
Traduzido para Português

Great in concept, but buggy

Usado Diariamente durante 1 a 5 meses
Avaliado em 11/04/2017
Fonte da avaliação: Capterra

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.

Traduzido para Português

Resposta do 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!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 4.0/10

Avaliador Verificado
Setor: Publicidade e marketing
Porte da empresa: Profissional autônomo
Traduzido para Português

Great looking proposals & sales tracking, but some glitches.

Usado Semanal durante Mais de um ano
Avaliado em 19/12/2019
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

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.

Traduzido para Português

Resposta do Pitch Perfect Proposal Software

Hi there, thanks for taking a moment to leave us a review. We appreciate your feedback! It helps us improve Proposify and create an even more powerful tool for you and your business. Happy closing!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 7.0/10

Recomendação do usuário
8.9/10
Baseado em 246 usuários
Compare as alternativas por recomendação dos usuários
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Preço do Proposify

Preço do Proposify

A partir de
US$ 19,00/mês
Teste Grátis
Código aberto
Assinatura
Relação qualidade/preço
Relação qualidade/preço
4.5/5
Baseado em 246 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do Proposify

Recursos do Proposify

API
Acompanhamento de atividades
Análise de dados de vendas
Banco de dados de contatos
Captura de leads
Dados em tempo real
Ferramentas de colaboração
Função de busca
Geração de relatórios de vendas
Gerenciamento de contatos
Gestão de leads
Importação/exportação de dados
Integração de CRM
Integração de e-mail
Integração de terceiros
Modelos personalizáveis
Notificações automáticas
Painel de atividades
Rastreamento de vendas
Relatórios e estatística
Recursos
4.4/5
Baseado em 246 usuários
Compare as alternativas por avaliações dos recursos
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Categorias

Vídeos e Tutoriais

Vídeos e Tutoriais

Perguntas frequentes sobre o Proposify

Perguntas frequentes sobre o Proposify

Abaixo estão algumas perguntas frequentes sobre o Proposify.

P: Que tipo de planos o Proposify oferece?

O Proposify oferece os seguintes planos de pagamento:

A partir de: US$ 19,00/mês

Modelo de preços: Código aberto, Assinatura

Teste Grátis: Disponível

P: Quais são os principais recursos do Proposify?

Não temos informações sobre os recursos do Proposify.

P: Quem costuma usar o Proposify?

Os clientes habituais do Proposify são:

Autônomos, Grandes empresas, Empresas de médio porte, Sem fins lucrativos, Pequenas empresas

P: Em que idioma o Proposify está?

O Proposify está nos seguintes idiomas:

Inglês

P: Que tipo de planos o Proposify oferece?

O Proposify tem os seguintes planos de preços:

Código aberto, Assinatura

P: O Proposify é compatível com disponíveis móveis?

O Proposify é compatível com os seguintes dispositivos:

Android, iPhone

P: O Proposify se integra com quais outros aplicativos?

O Proposify se integra com os seguintes aplicativos:

APIANT, FreshBooks, HubSpot CRM, HubSpot Marketing, Insightly, LeadMaster, Pipedrive, Retently, Teamwork Projects, Xero

P: Que nível de suporte o Proposify oferece?

O Proposify oferece as seguintes opções de suporte:

FAQs, Base de conhecimento, Suporte online, Tutoriais em vídeo