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
Entreflow Consulting Group's use of Proposify
For any of you who have suffered through the time suck fun of writing proposals on a regular basis, Proposify is going to be an awesome app for you or your clients.
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.
Proposify is essential!
We use Proposify for all of our Quotes - we track won/lost and the electronic signature capability.
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.
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.
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Entreflow Consulting Group's use of Proposify
Puntos a favor
our favourite feature; huge time savings. If anybody's ever done proposals on Word or Excel; it’s head wreck. Proposify is great because there's beautiful templates there ready to go, it saves you a ton of time and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.
The other top features are that there's a super easy editor to use, great content library, there’s the signature function in there to get your signature to get to a proposal signed off on. There's great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal, and when they've signed off on it. But, also, you can go into the app and see how much time people are actually spending looking at your proposal, which I think is kind of sneaky but it surprises me how little time people actually spend reading your proposal. Spoiler alert: people don't read their contracts.
Puntos en contra
the startup integration is cool but we'd like to see a little bit more love in that space. So once the Stripe payment is taken could the clients get a receipt? That might be helpful, we have to go and actually manually create that in Quickbooks, so it's a little bit of love required on that, I think it was more of an after fact for them and they've just left it to Stripe to kind of manage it.
Respuesta de Pitch Perfect Proposal Software
Hi Aislinn,
Thanks for taking the time to leave us a review. We do have an article in our Knowledge Base that walks you through how to send your client a receipt from a Stripe transaction via the payment dashboard, if you'd like to reduce the time spent manually entering the information into Quickbooks - http://support.proposify.com/api-and-integrations/invoicing-and-billing/stripe. That being said, we appreciate your feedback - our Development team is always working on improving the user experience, and your comments are helpful for future updates!
Best of luck with your upcoming proposals, and happy closing!
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.
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!
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!
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.
Puntos a favor
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.
Puntos en contra
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.
Respuesta de 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!
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!
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Precios de Proposify
Precios de Proposify
Compara las alternativas según la relación calidad-precio
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Funciones de Proposify
Funciones de Proposify
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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: 19,00 US$/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 Projects, 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
For any of you who have suffered through the time suck fun of writing proposals on a regular basis, Proposify is going to be an awesome app for you or your clients.