Wer verwendet Proposify?

Sales-Profis; Marketing-, digitale und Kreativagenturen; Service-Unternehmen, die schöne, individuelle Vorlagen brauchen, um schneller Unterschriften von ihren Kunden zu bekommen.

Was ist Proposify?

Proposify ist eine einfache Art und Weise, um gewinnbringende Vorschläge zu liefern. Spare mehr als 2 Stunden im Vergleich zu Word, InDesign oder Google Docs. Unbegrenzter Zugang zu einer Galerie von schönen Vorlagen mit vorgeschriebenem Exemplar für eine Vielzahl von Dienstleistungen. Alle Vorlagen sind individuell an dein Unternehmen & deine Marke anpassbar. Wir sind das Vorlagen-Tool der Wahl für Verkäufer und Unternehmer, weil wir den Handel verstehen. Wir verstehen die Herausforderungen eines wachsenden Unternehmens. Jede Funktion wurde dafür designt, dich einen Schritt näher zur Kunden-Unterschrift zu bringen.

Proposify – Details

Proposify Inc.

http://proposify.com

Gegründet 2012

Proposify – Kostenübersicht

Proposify bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von Proposify ist ab 19,00 $/Monat verfügbar.

Videos zu Proposify
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Startpreis

19,00 $/Monat
Preisinformationen

Kostenlose Version

Nein

Gratis Testen

Einsatz

Cloud, SaaS, Web

Training

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

Proposify Funktionen

  • Automatisierte Angebotserstellung
  • Katalogmanagement
  • Kontaktmanagement
  • Kundenportal
  • Kundenspezifisches Branding
  • Preismanagement
  • Produktkonfigurator
  • Rabattmanagement

Siehe die vollständige Angebotserstellung Software Liste

  • Dokumentenmanagement
  • Elektronische Unterschrift
  • Inhalt-Bibliothek
  • Kollaboration
  • Kontaktmanagement
  • Pipeline-Management
  • Prüfpfad
  • RFP-Management
  • Versionskontrolle
  • Vorlagen
  • Wissensbasis-Management
  • Workflow-Management

Siehe die vollständige Angebotsmanagement Software Liste

Proposify Alternativen

Mehr Alternativen zu Proposify

Proposify – Nutzerbewertungen

Read all reviews

Overall rating

4,5/5

Average score

Benutzerfreundlichkeit 4,3
Kundenservice 4,5
Funktionen 4,4
Preis-Leistungs-Verhältnis 4,4

Review software

Share your experiences with other software buyers.

Eine Bewertung schreiben
Susan W.
Director
Bau, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    5 /5
  • Benutzerfreundlichkeit
    5 /5
  • Eigenschaften & Funktionalitäten
    5 /5
  • Kundenbetreuung
    5 /5
  • Preis-Leistungs-Verhältnis
    5 /5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 11.10.2019

"Love it."

Kommentare: 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.

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

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

Antwort des Softwareanbieters

von Pitch Perfect Proposal Software an 11.12.2019

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!

  • Quelle des Nutzers 
  • Bewertet am 11.10.2019
Matthew N.
CEO & Founder
Internet, Selbstständig
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    4 /5
  • Benutzerfreundlichkeit
    4 /5
  • Eigenschaften & Funktionalitäten
    5 /5
  • Kundenbetreuung
    4 /5
  • Preis-Leistungs-Verhältnis
    5 /5
  • Wahrscheinlichkeit der Weiterempfehlung
    8/10
  • Quelle des Nutzers 
  • Bewertet am 18.9.2019

"Helping automate my freelance business"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Antwort des Softwareanbieters

von Pitch Perfect Proposal Software an 25.11.2019

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!

  • Quelle des Nutzers 
  • Bewertet am 18.9.2019
Matt S.
Owner
Musik, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    2 /5
  • Benutzerfreundlichkeit
    2 /5
  • Eigenschaften & Funktionalitäten
    3 /5
  • Kundenbetreuung
    4 /5
  • Preis-Leistungs-Verhältnis
    3 /5
  • Wahrscheinlichkeit der Weiterempfehlung
    4/10
  • Quelle des Nutzers 
  • Bewertet am 11.4.2017

"Great in concept, but buggy"

Kommentare: 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.

Antwort des Softwareanbieters

von Pitch Perfect Proposal Software an 13.4.2017

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!

  • Quelle des Nutzers 
  • Bewertet am 11.4.2017
Shaun P.
Web Developer
Informationstechnologie & -dienste, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    5 /5
  • Benutzerfreundlichkeit
    5 /5
  • Eigenschaften & Funktionalitäten
    5 /5
  • Kundenbetreuung
    5 /5
  • Preis-Leistungs-Verhältnis
    4 /5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 20.8.2020

"Great for small businesses developing proposals for bigger projects."

Kommentare: Very positive experience with support, I've had little to query as its very easy to use and customise.

Vorteile: The library of content and examples is especially helpful. We've been able to develop proposals for our product offering and customise completely for every client.

Nachteile: I would love integration between my FreeAgent.com account when a proposal has been authorised to automate the invoicing process.

Antwort des Softwareanbieters

von Proposify Inc. an 4.9.2020

Hi Shaun, thanks for taking a moment to leave us a review. We'll be sure to share your integration suggestion with our team. Happy closing!

  • Quelle des Nutzers 
  • Bewertet am 20.8.2020
Mustafa M.
Business Development Consultant
Geschäftsbedarf & -einrichtung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    5 /5
  • Benutzerfreundlichkeit
    5 /5
  • Eigenschaften & Funktionalitäten
    5 /5
  • Kundenbetreuung
    5 /5
  • Preis-Leistungs-Verhältnis
    5 /5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 13.9.2019

"Out of Scope Reach to our Clients"

Kommentare: The ability to build my proposal with just fews clicks and moving it directly to my client with ability to review details about how my customers view and understand from their behavior details about how they interact with it.

Vorteile: Easily to modify and build your proposal template, and easy to maintain it to deliver to your customers

Nachteile: Less relative templates of the proposals

Antwort des Softwareanbieters

von Pitch Perfect Proposal Software an 25.11.2019

Hi Mustafa, thanks for writing us a review! We're glad to hear that you're enjoying Proposify and that the client viewing metrics are valuable (having proposal insight is such a game-changer). Best of luck with any upcoming proposals, and happy closing!

  • Quelle des Nutzers 
  • Bewertet am 13.9.2019