General information about Proposify
Proposify is an innovative SaaS software, brilliantly designed to revolutionize and reinvent the way business proposals are crafted, delivered, and tracked. It's an invaluable tool for entrepreneurs and sales teams alike that drastically minimizes the time taken and hurdles encountered during the proposal generation process, thus speeding up deal closures. Its intuitive and user-friendly interface, coupled with a comprehensive collection of tools, empowers its users like never before.
One of Proposify's most outstanding attributes is its extensive selection of customizable templates. These resources grant users the flexibility to generate polished, professional-grade proposals within mere minutes, tailor-made to intrigue and win prospective clients. The software's rich design choices and dynamic content placeholders serve to cement each proposal's attention-grabbing and successful outcome.
A notable differentiator with Proposify lies in its top-tier collaboration and tracking mechanisms. With unmatched ease, users can collaborate on proposals with colleagues, clients, and other stakeholders. This collaborative workspace fosters a breeding ground for innovative ideas while simplifying the process of gathering feedback and making necessary iterations.
Not only does Proposify enable collaboration, but it also provides real-time tracking tools, offering unprecedented insights into proposal engagement. Users can monitor who viewed their proposals, when they viewed them, and even the duration of the viewing, giving them unparalleled control over their business development strategies.
Quite simply, Proposify allows businesses to streamline their proposal workflow, augment presentation quality, and ultimately, fuel revenue growth. This cutting-edge software is undeniably a game-changer for companies aiming to enhance their proposal processes and expand their client base.
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See alternatives to Proposify like GetAccept or DocSend.
Expert review on Proposify
Ah, the joy of sending out a proposal, waiting with bated breath, and getting... absolutely ghosted. It’s like sending a message in a bottle into the ocean, but instead of the ocean, it's the internet, and instead of finding treasure, you're fishing for replies in the spam folder 📜🌊📧
Proposify is a proposal software that streamlines the creation, sending, and tracking of professional sales proposals. It enhances workflow, improves close rates, and integrates with CRM tools, designed for teams to win more deals efficiently 📃🛩️
Proposify is a transformative tool for B2B service providers, marketing agencies, and sales teams seeking efficiency and growth. Its intuitive design and robust features enable these companies to craft compelling proposals, streamline their sales processes, and achieve higher close rates 🎯
Proposify typically offers a range of pricing tiers designed to suit different business needs, from smaller teams looking for basic proposal functionalities to larger enterprises requiring advanced features and integrations 💸
- More details about Proposify's pricingsAlternatives to Proposify include PandaDoc, Qwilr, and Better Proposals, catering to diverse business needs with unique features and pricing. Discover the perfect proposal software for your business and explore exclusive offers on our platform. Start enhancing your sales process today! 📢
- More alternatives to Proposify
Customer Success Manager
Proposify pricing
Business Plan
Contact sales
Premium support & onboarding services
Salesforce integration
Salesforce SSO
Roles, permissions, & approval workflow
Team Plan
$49
/ user / month
Unlimited documents
Custom fields, variables, & forms
Standard integrations
Proposify features
Streamlining sales with efficient proposal management.
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Advanced permissions
With advanced permissions, Proposify allows managers to control who can edit or view specific parts of a proposal. This feature helps in maintaining the integrity of the proposal content and ensures that sensitive information is protected.
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Pre-approved templates
Proposify offers a variety of customizable templates that help streamline the creation of proposals. These templates ensure consistency and professionalism across all sales documents, enabling teams to quickly craft compelling proposals.
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Centralized content library
The software includes a centralized content library where teams can store and manage all their proposal content. This feature makes it easy to maintain brand consistency, update information quickly, and ensure all team members use the most current materials.
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CRM integration
Proposify seamlessly integrates with popular Customer Relationship Management (CRM) systems. This integration helps sales teams automate data entry, keep track of proposal statuses directly from their CRM, and ensure that customer information is always up to date.
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Interactive quoting
Proposify enhances proposals with interactive quoting features, allowing potential clients to adjust quantities, choose between options, or add services directly within the proposal. This interactivity can lead to higher engagement and faster decision-making by clients.
20 Proposify Reviews
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Merrick
Proposify: Empowering Entrepreneurial Growth with Scalability and Robust Features
As an entrepreneur, I appreciate Proposify's scalability. The software grows with my business needs and its robust features continue to support my evolving proposal requirements
August 19, 2024
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Judy J
Proposify: Unbeatable in Proposal Excellence
As the owner of Stack Rock Group, a Landscape Architecture firm, I spent months looking for the perfect platform for our proposals before I found Proposify. Our proposals now surpass our competitors and our clients are impressed with their appearance and our advanced approach. Proposify simplifies the process of tracking our numerous proposals and makes it easy for clients to view and accept them. I can barely remember what writing proposals was like before Proposify. The idea of using InDesign for a proposal again is unimaginable. Proposify is user-friendly and their support is excellent. The templates are easy to use and customize, and saving my own templates for different customer segments is incredibly simple. The customer support is outstanding and very responsive. Every proposal we've created with Proposify has looked fantastic and our conversion rate has increased by 20%. The only downside is the current lack of a mobile app that would allow me to add new customers and send proposals from my iPad.
August 11, 2024
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Weston S
Significantly Enhanced My Proposal Workflow
Proposify has greatly enhanced my client close rate and accelerated the process. It provides a more professional way of delivering work proposals than email attachments, giving me more control over the sales process. The software cuts down the proposal delivery time to clients and boosts acceptance rates. My clients can now review and sign proposals electronically, removing the need for printing and scanning. I can also monitor when they receive and review the proposals. However, I've observed that the PDF downloads don't always align with the screen view appearance of a document, which can be an issue for clients who prefer to print out proposals. The interface can also be quirky, particularly with complex layouts. I suggest using their templates or creating your own. The vendor responded to my concerns, advising me to contact Customer Support for solutions regarding the PDF issue.
August 3, 2024
Proposify: Pros & Cons
Pros
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Time-saving: Proposify's pre-designed templates and drag-and-drop editor simplify the proposal creation process
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Streamlined collaboration: Proposify allows team members to collaborate and provide feedback in real-time
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Enhanced tracking and analytics: Proposify's built-in analytics help track proposal progress and improve conversion rates.
Cons
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Steep learning curve: Young entrepreneurs might find it challenging to quickly adapt to Proposify's features and functionalities
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Limited customization options: Proposify may not offer extensive customization capabilities to tailor proposals to specific client needs
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Costly subscription plans: The pricing structure of Proposify may not be affordable for entrepreneurs starting on a tight budget.
Why is Proposify better than other Prospecting software?
Proposify is better at value for money than DocSend: 4.4 vs 4.2
Proposify has more positive reviews than Revv: 89 vs 75
Proposify is better at support than Revv: 4.5 vs 3.5
Proposify is more suitable for small businesses thanks to its good value for money than Revv: 4.4 vs 4.1
Proposify has more features than Revv: 58 vs 32
Proposify is better at number of features than Tomorro (ex. Leeway): 58 vs 41
Proposify pricing plans are more competitive than PandaDoc: 4.4 vs 4.3
