Información general sobre Proposify
¿Qué es Proposify?
Proposify es el software de propuestas online que ayuda a los equipos de ventas modernos a crear, enviar, rastrear y firmar electrónicamente propuestas, contratos y acuerdos triunfadores.
Ha revolucionado el proceso de propuestas para que tus representantes puedan dedicar menos tiempo a tareas manuales y más tiempo a lo que mejor saben hacer: vender.
Pero Proposify no solo te ahorra tiempo; con roles, permisos y espacios de trabajo asignables, puedes administrar el acceso que tiene cada representante de ventas. Desde el tipo de contenido que pueden usar y la edición del diseño hasta el envío de una propuesta, tendrás control completo de la marca y tranquilidad sin cuellos de botella durante el proceso. Por fin una solución que hace felices tanto al personal de ventas como al marketing.
Si estás listo para dar a tu equipo de ventas la ventaja competitiva, visita el sitio web o reserva una demo.
Información general sobre Proposify
Precio
Opciones de precios
Funciones de Proposify
Capturas de pantalla
Opiniones de Proposify
Opiniones de Proposify
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.
Essential for sales tracking
It definitely makes the sales process and tracking thereof easier as you can document together all steps along the way.
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.
Proposify is essential!
We use Proposify for all of our Quotes - we track won/lost and the electronic signature capability.
Compara con las alternativas según la valoración global
Compara las alternativas
Love it.
Puntos a favor
Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.
Puntos en contra
Set up of our template was a little daunting but we used Belt Creative to help us which was well worth the investment.
Respuesta de 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.
Puntos a favor
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.
Puntos en contra
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.
Respuesta de 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!
Essential for sales tracking
It definitely makes the sales process and tracking thereof easier as you can document together all steps along the way.
Puntos a favor
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.
Puntos en contra
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.
Respuesta de Pitch Perfect Proposal Software
Hi Julia, thanks for taking a moment to leave us a review. We appreciate your feedbackhappy 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.
Respuesta de 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!
Proposify is essential!
We use Proposify for all of our Quotes - we track won/lost and the electronic signature capability.
Puntos a favor
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.
Puntos en contra
Content pieces in the library are sometimes difficult to use. Editing the content pieces is sometimes cumbersome.
Respuesta de 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!
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas
Precios de Proposify
Precios de Proposify
Compara las alternativas según la relación calidad-precio
Compara las alternativas
Funciones de Proposify
Funciones de Proposify
Compara con las alternativas según la valoración de características
Compara las alternativas
Categorías
Categorías
Vídeos y tutoriales
Vídeos y tutoriales
Preguntas frecuentes sobre Proposify
Preguntas frecuentes sobre Proposify
He aquí algunas preguntas frecuentes sobre Proposify.
P. ¿Qué tipo de planes de precios ofrece Proposify?
Proposify ofrece los siguientes planes de precios:
A partir de: US$ 19,00/mes
Modelo de precios: Código abierto, Suscripción
Prueba gratis: Disponible
P. ¿Cuáles son las características principales de Proposify?
No tenemos información sobre las características de Proposify
P. ¿Quiénes son los usuarios habituales de Proposify?
Los clientes habituales de Proposify son:
Trabajadores autónomos, Empresas Grandes, Empresas medianas, Sin ánimo de lucro, Empresas pequeñas
P. ¿Qué idiomas admite Proposify?
Proposify admite los siguientes idiomas:
Inglés
P. ¿Qué tipo de planes de precios ofrece Proposify?
Proposify cuenta con los siguientes planes de precios:
Código abierto, Suscripción
P. ¿Proposify es compatible con dispositivos móviles?
Proposify admite los siguientes dispositivos:
Android, iPhone
P. ¿Con qué otras aplicaciones se integra Proposify?
Proposify se integra con las siguientes aplicaciones:
APIANT, FreshBooks, HubSpot CRM, HubSpot Marketing, Insightly, LeadMaster, Pipedrive, Retently, Teamwork, Xero
P. ¿Qué tipo de asistencia ofrece Proposify?
Proposify ofrece las siguientes opciones de asistencia:
Preguntas frecuentes, Base de conocimientos, Asistencia en línea, Tutoriales en vídeo
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.