Proposify

Software de proposta para equipes de vendas modernas.

4,5 /5 (249 avaliações) Escreva uma avaliação!

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
172

Muito bom
55

Regular
11

Ruim
4

Péssimo
7

Relação qualidade/preço
4,4
Recursos
4,4
Praticidade
4,3
Suporte ao cliente
4,5
91% dos usuários recomendam este app
Susan W.

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.


Traduzir com Google
Matthew N.

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.


Traduzir com Google
Cindy jennings, cts M.

Professional, fast and easy tool

We love the fact that what is being sent out is consistent as far as branding and language, that it is really easy for the prospects to read and execute, and that the salespeople actually use it!! It has been a great addition to our sales toolkit!


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
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
Susan W.
Setor: Construção
Porte da empresa: 2-10 funcionários
Traduzido para o Português

Love it.

Usado Diariamente durante 1 a 5 meses
Avaliado em 11/10/2019
Fonte da avaliação: Capterra

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.

Vantagens

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

Desvantagens

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

Traduzido para o Português

Resposta do 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!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Matthew N.
Setor: Internet
Porte da empresa: Profissional autônomo
Traduzido para o Português

Helping automate my freelance business

Usado Mensal durante 1 a 5 meses
Avaliado em 18/09/2019
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

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.

Traduzido para o Português

Resposta do 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!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Cindy jennings, cts M.
Setor: Emprego e contratação
Porte da empresa: 51-200 funcionários
Traduzido para o Português

Professional, fast and easy tool

Usado Semanal durante Mais de um ano
Avaliado em 09/06/2020
Fonte da avaliação: Capterra

We love the fact that what is being sent out is consistent as far as branding and language, that it is really easy for the prospects to read and execute, and that the salespeople actually use it!! It has been a great addition to our sales toolkit!

Vantagens

Our salespeople are delighted with Proposify. It has provided a professional, consistent, fast and easy way to submit proposals to prospects. It has also made it very easy for the prospects to respond and execute proposals. Our close rate on proposals has increased and I expect to see that continue.

Desvantagens

We sometimes hit a snag when trying to edit our templates, but when that has happened the Proposify tech support team has been a great help. We get immediate responses to our questions and great help.

Traduzido para o Português

Resposta do Pitch Perfect Proposal Software

Hi Cindy, thank you so much for leaving us your feedback! We're glad to hear that Proposify is a welcome addition to your sales toolkit. Happy closing!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

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

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

Traduzido para o Português

Resposta do Pitch Perfect Proposal Software

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade

Probabilidade de recomendação: 10.0/10

Recomendação do usuário
8,9/10
Baseado em 249 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
4,4/5
Baseado em 249 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
Gestão do fluxo de trabalho
Importação/exportação de dados
Integração de CRM
Integração de e-mail
Integração de terceiros
Modelos personalizáveis
Notificações automáticas
Painel de atividades
Relatórios e estatística
Recursos
4,4/5
Baseado em 249 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, 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