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Proposify
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.
Wer verwendet Proposify?
Vertriebsfachleute, professionelle Dienstleistende, Beratungsunternehmen, Agenturen usw., die schöne, individuelle Angebote erstellen und eine schnellere Freigabe von ihren Kunden erhalten müssen.
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Proposify
Bewertungen über Proposify

Invaluable for getting more work in and winning proposals

Allows interactions with clients with better results
Kommentare: Thanks to the segmentation and monitoring of interactions, it allows us to offer our clients a more personalized service adapted to their needs. Constantly increasing sales and satisfaction of both clients and professionals
Vorteile:
I like it because it has an approach focused on efficiency and business customization, this platform offers intuitive and powerful solutions to help maximize results and maintain a solid relationship with your clients. It helps to keep track of interactions which allows detailed tracking of all interactions with customers, whether by email, phone calls or any other way. This will help you keep a complete record of communications and provide a more personalized service. Bearing in mind that with more efficient and personalized customer management, you will be able to increase customer retention and generate new sales opportunities.
Nachteile:
The use of a new tool may require a period of adaptation and learning to get the most out of it, but I consider that this solution is aimed at almost any organization with efficient results
Efficient Proposal Builder for Businesses
Kommentare: Overall, this platform has been the backbone of my department with creating a positive digital impression of how our team presents packages to potential clients. Being a part of a digital marketing firm, having our best foot forward digitally has increased our authority in our market.
Vorteile:
I enjoy the ability to create templates and streamline my proposals. Having a built out system to continually turn around proposals efficiently has helped me win more deals.
Nachteile:
Sometimes the formatting of terms and conditions and table building for pricing can be a bit glitchy when copy & pasting new terminology or updating pricing.
Usage by an AE
Kommentare: I'm an individual contributor using proposify, and i recognize
Vorteile:
I do like that you can tell a story in the presentation of the proposal.
Nachteile:
It takes a lot to set up the presentation pages to make it look good and helpful.
In Betracht gezogene Alternativen:
Customer service is everything!
Kommentare: Overall, I am happy with Proposify. The customer service makes a HUGE difference. And our contact, [sensitive content hidden], goes above and beyond to help us. If it were not for the amazing customer service, we would not have renewed our contract.
Vorteile:
I like how user-friendly it is. It's easy to pick up and learn how to use it. This makes it easier for some of our less tech-savvy colleagues.
Nachteile:
Copying and pasting from Word into Proposify. Most of our account reps work on their own financial documents in Microsoft Word. When they copy and paste it into Proposify, it looks terrible. Extra spaces added, and bullet points don't transfer. It's a headache to go back and clean up. This discourages my colleagues from using Proposify.
In Betracht gezogene Alternativen:
We love Proposify
Kommentare: We've had a great experience with Proposify. I recommend it to fellow marketers as a way to streamline their proposal process.
Vorteile:
It's easy to use and saves time on the creation of my proposals.
Nachteile:
There are some features I wish it had, but the UX reaches out several times a year to discuss how the user experience is.
Easy to use, professional proposals
Kommentare: Great product from great people - we’ve used Proposify for 3 years and it’s been great!
Vorteile:
Easy to use, great starter templates and easy to customize.
Nachteile:
Sometimes deliverability is tricky - I always recommend sending a separate followup email with the link
Great Proposal Software!
Kommentare: I have enjoyed using it and have never had any problems that I can't get an answer for.
Vorteile:
It's very user-friendly and easy to add slides. It's easy to adjust tables or pricing or anything that I need to change.
Nachteile:
I don't like it when new updates are made. but that's not a big deal. I know adjustments and improvements are important.
Proposify Is Worth Checking Out - Great Product!
Kommentare: Very positive and now since I have several years of use under my belt, plus client feedback on their appreciation for the quality of our responses, it makes us feel great in using the product to attain overall high success.
Vorteile:
I like the product's overall capability to help with producing very professional looking proposals - it has been very nice to use.
Nachteile:
Wish that there was a Window's like undelete feature, just in case something is edited that you want to backtrack on. A bit unforgiving in that area.
Best Product I have used so far
Kommentare: Pretty good.. like it better than using google sheets or MS Word.
Vorteile:
I love the way you can build pricing tables and templates into a proposal. Then you can customize even further with added personalization.
Nachteile:
It gets a bit wonky with cache with your PC-- so you have to refresh reguarly to make sure things are saving. Then it takes some learning to know where to click with you mouse to drag/drop and open menus.
Great software helping our close rates.
Kommentare: We love Proposify and recommend it to our clients.
Vorteile:
The ability to send out proposals and also track client viewing time.
Nachteile:
Editing is a little clunky, its getting better, but still not as seamless as MS word or other word editing software. Also, it would be great if there could be an administrator role that can "sign" for the proposals instead of waiting for the consultant that was listed as signatore.
Typically, users may track the effectiveness of their sales staff by receiving metrics from Proposify.
Kommentare: To assist users in creating and sending proposals quickly, Proposify offers a large selection of pre-made templates.
Vorteile:
My proposals seem more official and are simpler to follow when I use Proposify. The customer service team is superior to the tool itself, even though it is still amazing. Knowledgeable, professional, and enjoyable to work with, they are ready to assist at any time. Proposify offers guaranteed privacy because they protect user data with cutting-edge security methods. Our remote team finds it simple to maintain consistency among the several estimates we utilize, and we can monitor the status of each estimate from a single dashboard.
Nachteile:
Even with the abundance of customization possibilities, there is always opportunity for further integrations and customization choices. While Proposify's design function has a rather intuitive user interface, there are a few glitchy controls that frequently call for page refreshes or other awkward workarounds.
Research all options before choosing Proposify
Kommentare: Overall, the program is just okay. I would do research before choosing this software. It is fairly easy to use but not quick or easy to make changes to templates, etc.
Vorteile:
I like that it is easy to send and see when a client opens a proposal. It is easy to run metrics and update customer information.
Nachteile:
There are so many glitches in the program. It is difficult to make edits to templates when text is going outside of the parameters set by the software. We have contacted customer service and they have been working on fixing it for 6+months.
A mediocre, limited proposal management software
Vorteile:
I like the ability that you had to be able to use custom background pages when creating templates in allowed for easy branding.
Nachteile:
The limitations on customization of templates, organization of constant pages, and the lack of freedom for multiple users to access the platform simultaneously are a few of the drawbacks.
Creating professional proposals is a quick process!
Kommentare: Proposify helps me create attractive and effective proposals help me close more deals and grow my business.
Vorteile:
I like that the proposals created with this software truly just look good. The proposals are very attractive overall and knowing this builds even more confidence when crafting the proposals. The entire platform is very intuitive and you can quickly get started with the built-in design templates. I love the Stripe integration as well because sometimes I do not want to have to send clients a separate invoice after sending them the proposal. So this integration feature saves me a lot of time.
Nachteile:
I would like to see additional templates added over time.
Antwort von Proposify Inc.
vor 6 Jahren
Hi there, thanks for taking the time to write a review. We appreciate your feedback - it helps us make Proposify an even more powerful tool. Our design team is always working to add more professional and beautiful proposals to our template gallery, so stay tuned! Great to hear that Proposify is helping you close more deals and grow your business - keep it up, and best of luck with your upcoming proposals!
A Proposal tool for big kids
Kommentare: 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
Vorteile:
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.
Nachteile:
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.

Improved my proposal process immensely
Kommentare: Proposify is improving my close rate of clients and speeding that process up. It is a more professional way of delivering work proposals than email attachments. It also give me more control of the sales process.
Vorteile:
Proposify reduces the time of proposal delivery to clients and generates a higher rate of acceptance. My clients no longer have to print, sign, and then scan the proposal back to me. They can review and sign it electronically, and I can track when they both receive and review it. The proposals also have a very professional look to them, again giving credibility to my business.
Nachteile:
I have found that the PDF downloads don't always match the screen view appearance of a document, and this has created some problems to clients who like to print out a copy of the proposal for review. The interface also is a little quirky at times, especially on my complex layouts (charts and graphs). I recommend using their templates or developing your own.
Antwort von Proposify Inc.
vor 6 Jahren
Thanks for leaving us a review - we¿re so glad to hear that Proposify has had such a positive effect on your proposal process. We understand it can be frustrating when some items shift due to file compression when downloaded as a PDF. We recommend reaching out to Customer Support (support@proposify.com) as there are usually workarounds for this and they are super helpful at ensuring your proposals look exactly how you want them to. Happy closing!
The best way to present proposals to clients!
Kommentare: As the owner of a Digital Agency in a crowded marketplace, it's important to be better at every opportunity. Proposify allows us to do that. It's made with the creative industries in mind and has a pretty nice default contract in place that can be used. Of course, as per all contracts, it's important to get it checked/re-written by a professional to make sure it's 100% legal and enforceable. Proposify gives a decent depth of analytics on user behavior from the moment they open your proposal. They also track the proposal journey through to the client and allows the option to add an auto follow up to non-signed/opened proposals. Clients always comment on how much they love how easy it is to digitally sign our proposals/contracts and some have even incorporated Proposify in their business. Proposify allows you to create different proposal templates. We use this feature to have a proposal for each of our services and then we just tweak the scope of services to the individual client's requirements on the fly. All of a sudden, a proposal that looks like it took over an hour is out the door in 10 minutes. The early bird catches the worm and Proposify makes it so we can close deals faster. The only thing very slightly negative regarding Proposify is the pricing. It's certainly one of the most expensive platforms we pay for on a monthly basis however it isn't unaffordable. It may be a bit of a stretch for a small business to pay for regularly and the 5 proposal limit on the lower plan is quite restrictive for the price. They used to offer 10 proposals for that price which seemed much better value to me, however, they're constantly updating, improving and adding integrations and they're a business after all so need to bring the revenue in. All in all, don't hesitate, just sign up! You won't regret it.
Vorteile:
Integrations. Looks. Functionality. User Friendliness.
Nachteile:
Pricing but it's not too bad.
Proposify for small business sales proposals
Vorteile:
The ability to track current and pending proposals that have been submitted and to see where each client is spending the most time in the proposal.
Nachteile:
The lack of integrations. As far as we have been able to utilize the Podio integration does a great job updating it's own app but as soon as you try to incorporate internal data it gets jumbled. The problem here is that it cannot auto relate to an existing project and a project must be created before we can set up the proposal (as we must work out the pricing before creating the proposal). It could really use a clean up on the integration bit.

In Betracht gezogene Alternativen:
Integrations and Options
Kommentare: Utilizing Proposify has allowed us to speed up our project intake process getting more in the pipeline and spending time on things that make money instead of just busy work.
Vorteile:
It was really important when we were selecting proposal software to have integrations and the ability to allow the client to make choices that didn't require that we adjust the proposal. Proposify gave us both. We use Freshbooks for invoicing and Asana for project management and it integrates with both! (unfortunately Asana is via Zapier only). It also lets us give options in the proposal for the client to pick things like # of years of licensing or change the amount of deliverables to get the final price they need. This cuts down on back and forth emails that frees us up.
Nachteile:
I would love to be able to pay for the service on a monthly basis instead of quarterly. Not that it really changes anything in the grand scheme of things but it lets me better track our finances.
Antwort von Proposify Inc.
vor 5 Jahren
Hi Shane, thanks for taking a moment to leave us some feedback. We love hearing that Proposify helps free you up so you can tackle other (non-admin) tasks - because time is money, right? Best of luck with any upcoming proposals!
Held to Ransom, given a 'free trial extension' that never happened
Kommentare: Bad. The tone of the guys is just awful. max 5 active proposals at any one time? What a stupid plan. Ugh. Such a great product with such great potential and such shortsighted execution.
Vorteile:
You can make proposals with it. What else?
Nachteile:
The customer service and the pricing. No thought goes into either of these things. Max 5 active proposals??? WHAT?!?! What does that even mean? It means they hold you hostage again in another way. I feel like Proposify have a gun pointed at me.
Antwort von Proposify Inc.
vor 4 Jahren
Hi Lawry, thanks for taking a moment to leave us your feedback. If your monthly proposal volume exceeds what our Tall plan offers, you might see a better value by upgrading to one of our larger plans (unlimited active proposals start with our Grande plan). Grande plans also offer additional features to help you streamline your process even more like Client Input Forms, Custom URL, and standard integrations. But we definitely hear you, and if the Grande plan doesn't fit into your budget, then Proposify might not be the best fit for you and your proposal needs. We appreciate your comments and wish you the best of luck with any upcoming proposals!
Dream software for any Sales Person
Kommentare: it has helped me to earn some good customers
Vorteile:
With proposify I can make professionally attractive proposal, can reuse parts of proposal this saves time. Other features which I like the most is that you can track status of proposal that it has been seen or not and you can set templates for follow ups also and three cheers for there support they do love there customers and try to help them .
Nachteile:
except the pricing I don't feel they have anything to dislike
Antwort von Proposify Inc.
vor 6 Jahren
We¿re so happy that Proposify has helped you save time and grow your client list. We¿ll also share your kind words with our Customer Support team (support@proposify.com) - they¿ll be delighted to hear your feedback. Thanks for taking a moment to leave us a review, and best of luck with all your upcoming proposals!
Worst App for Crashing and Bugs With Software Not Repaired
Kommentare: Could be so good, but really far from where it needs to be. I would recommend switching to another product.
Vorteile:
If bugs were fixed and the app was working properly it would be okay. I like that you are notified about proposals.
Nachteile:
Slow, Buggy. Unable to search for contacts as it comes with a fault in the software. Unable to add duplicate contact emails. Website crashes often and not easy to edit templates. With slow processing times you lose hours in your day regularly. Customer support cannot fix the problems in terms of optimising the software.
Antwort von Proposify Inc.
vor 5 Jahren
Hi Peter, thanks for taking the time to leave us a review. We're sorry to hear that this has been your experience. We'll have someone from our reach out to you shortly to learn more so we can look into this further. We appreciate your constructive feedback, and we look forward to chatting further!
Worst software ever
Kommentare: The business problem I had hoped to solve was creating more efficiency with the proposal process. Instead I've inherited a new set of problems created by Proposify that is far worse.
Vorteile:
It really does have the features my business needs. Their poor support staff is trained to be super nice, but they can't help the fact that they work for a bad product.
Nachteile:
It is the buggiest software I have ever used. We are working against deadlines and literally every time I have to create a proposal, it loses functionality. I literally can't make the most simple edits. It just freezes up or arbitrarily removes things. It's maddening.
Antwort von Proposify Inc.
vor 5 Jahren
Hi Mary-Michael, we're so sorry about your experience, though we're glad to hear your feedback. Our team will be following up with you to work through your concerns, and we'll help you get back on track with your proposals ASAP. Thanks again for letting us know your feedback!

Professional, fast and easy tool
Kommentare: 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!
Vorteile:
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.
Nachteile:
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.
Antwort von Proposify Inc.
vor 5 Jahren
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!
Very poor quality product, Poor integrations, Poor proposal layouts that are inconsistent
Kommentare: Cheap.
Vorteile:
Cheap. Integrates with a lot of applications. Relatively flexible design. Mobile App is not bad.
Nachteile:
- Everything is set in Northern Virginia, US time and all notifications, dashboard timing is our of your time and makes it very confusing to use for us to track when we sent a proposal and when the customer received reminders. - The layout is very inconsistent and tables are constantly going over the text and images in PDF version when in the web version it was OK. And what you see in the system is different to what customer gets. Very frustrating. Especially with 2.0 version. - Support is useless and in chat replies on the next day, best case scenario and their replies are shot and more designed to get you off their back not to provide the solutions. - With version 2.0 our customers almost never serve the email and because it is sent via their server we could never track if the customer actually received it. - No ability to track bounced proposals. Basically you have to run blind. - CRM integration is horrible and creates a lot of duplicates in our CRM.