Proposify

Proposify

Proposal software for modern sales teams.

4.5/5 (240 avaliações)

Resumo do Proposify

O que é o 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.

Resumo do Proposify

Preços

A partir de
US$ 19,00/mês

Opções de preços

Teste Grátis
Código aberto
Assinatura
Relação qualidade/preço

Subscriptions start at $19/month.


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
/
5 240 avaliações
Excelente
165

Muito bom
56

Regular
10

Ruim
3

Péssimo
6

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

A Proposal tool for big kids

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.

http://www.signal-interactive.com


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
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
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
Scott R.

So far, so good

I've only been using it for about a month, but so far so good. Looking forward to really learning the ins and outs and creating more templates in the process.


Traduzir com Google
Josh O.
Setor: Publicidade e marketing
Porte da empresa: 13-50 funcionários
Traduzir com Google

A Proposal tool for big kids

Usado Semanal durante 6 a 12 meses
Avaliado em 05/10/2016
Fonte da avaliação: GetApp

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.

http://www.signal-interactive.com

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Avaliador Verificado
Setor: Publicidade e marketing
Porte da empresa: Profissional autônomo
Traduzir com Google

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.

Traduzir com Google

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

Susan W.
Setor: Construção
Porte da empresa: 2-10 funcionários
Traduzir com Google

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.

Traduzir com Google

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

Matt S.
Setor: Música
Porte da empresa: 2-10 funcionários
Traduzir com Google

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.

Traduzir com Google

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

Scott R.
Setor: Relações públicas e comunicações
Porte da empresa: Profissional autônomo
Traduzir com Google

So far, so good

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

I've only been using it for about a month, but so far so good. Looking forward to really learning the ins and outs and creating more templates in the process.

Vantagens

It is intuitive. I've tried other SaaS companies in the proposal/presentation/documents space and Proposify was easy to use and learn from moment one.

Desvantagens

Wish it offered one or two more active proposals on its Tall plan. Sometimes, you just need a little bit more, but not the other end with an unlimited amount.

Traduzir com Google

Resposta do Pitch Perfect Proposal Software

Hi Scott, thanks for taking a moment to write a review for us. We're happy you chose Proposify! Definitely let us know your feedback in a few months once you've learned the ins and outs, too. Best of luck with any upcoming proposals, and happy closing!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Recomendação do usuário
8.9/10
Baseado em 240 usuários
Compare as alternativas por recomendação dos usuários
Compare com alternativas

Preço do Proposify

Preço do Proposify

A partir de
US$ 19,00/mês
Teste Grátis
Código aberto
Assinatura
Relação qualidade/preço

Subscriptions start at $19/month.

Subscriptions start at $19/month.

Relação qualidade/preço
4.5/5
Baseado em 240 usuários
Compare as alternativas por relação qualidade/preço
Compare com alternativas

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 240 usuários
Compare as alternativas por avaliações dos recursos
Compare com alternativas

Categorias

Vídeos e Tutoriais

Vídeos e Tutoriais

Mais informações sobre Proposify

Mais informações sobre Proposify

Principais recursos do 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

Vantagens

- 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

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

Subscriptions start at $19/month.

P: Quais são os principais recursos do Proposify?

O Proposify oferece os seguintes recursos:

  • 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

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