Sobre 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.

Precios desde:

N/A

  • Prueba gratis
  • Versión gratuita
  • Suscripción

Dispositivos

Tamaño de la empresa

P M G

Disponible en los países siguientes

Australia, Canadá, Reino Unido, Estados Unidos

Idiomas admitidos

inglés

Precios desde:

N/A

  • Prueba gratis
  • Versión gratuita
  • Suscripción

Imágenes

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Vídeo de Proposify
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Funcionalidades

Funcionalidades totales de Proposify: 45

  • API
  • Alertas y notificaciones
  • Almacenamiento de documentos
  • Análisis de evolución de ventas
  • Arrastrar y soltar
  • Automatización de documentos
  • Biblioteca de contenidos
  • CRM
  • Catalogación/Categorización
  • Catálogo de productos
  • Chat y mensajería
  • Control de procesos de aprobación
  • Control de versiones
  • Controles o permisos de acceso
  • Creación RFP
  • Creación de informes y estadísticas
  • Creación de marca personalizable
  • Firma digital
  • Firma electrónica
  • Flujo de trabajo configurable
  • Formateado automático
  • Generación de propuestas
  • Gestión de contactos
  • Gestión de contenidos
  • Gestión de contratos o licencias
  • Gestión de descuentos
  • Gestión de documentos
  • Gestión de flujos de trabajo
  • Gestión de la base de conocimiento
  • Gestión de modelos
  • Gestión de precios
  • Gestión del pipeline
  • Herramientas de colaboración
  • Integraciones de terceros
  • Modelos
  • Modelos de documentos
  • Modelos personalizables
  • Notificaciones en tiempo real
  • Panel de actividades
  • Presupuestos y estimaciones
  • Recordatorios
  • Registro de auditoría
  • Revisión de documentos
  • Seguimiento de actividades
  • Seguimiento del avance

Alternativas

e-Procure

0
#1 alternativa a Proposify
e-Procure es una plataforma de adquisiciones B2B basada en la nube que utiliza tecnología de blockchain para ayudar a...

Odoo

4,2
#2 alternativa a Proposify
Odoo es un conjunto de aplicaciones empresariales de código abierto totalmente integrado y personalizable. Esta...

QorusDocs

4,7
#3 alternativa a Proposify
Qorus ofrece un software intuitivo basado en Microsoft que permite a los usuarios crear propuestas, convocatorias de...

PandaDoc

4,5
#4 alternativa a Proposify
Los equipos de ventas usan PandaDoc para mejorar el flujo de trabajo de los contratos, la información y la velocidad y,...

Opiniones

Calificación general

4,5 /5
(254)
Relación calidad-precio
4,4/5
Funcionalidades
4,4/5
Facilidad de uso
4,3/5
Asistencia al cliente
4,5/5

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Mostrando 5 opiniones de 254
Susan W.
Calificación general
  • Sector: Construcción
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Love it.

Revisado el 11/10/2019

Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and...

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!

Matthew N.
Calificación general
  • Sector: Internet
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado Mensualmente durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Helping automate my freelance business

Revisado el 18/9/2019

Very positive. My need was to cut down in repetitive work in creating proposals and sending out...

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!

Matt S.
Calificación general
  • Sector: Música
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 4.0 /10

Great in concept, but buggy

Revisado el 11/4/2017

We switched to Proposify from Bidsketch to solve a bunch of problems. Proposify is great on the...

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!

Ahmed S.
Calificación general
  • Sector: Producción audiovisual
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Create the best proposals with Proposify

Revisado el 5/2/2021

My overall experience has remained quite pleasant till now the software has helped me become better...

My overall experience has remained quite pleasant till now the software has helped me become better at creating proposals for clients

Puntos a favor

What I really like about Proposify is the fact that they have a large variety of proposal templates and you can choose the best one according to your needs.

Puntos en contra

I don’t like how they don’t offer you a free trial like most other similar softwares do and it would be great if users had a chance to test the software before paying for it

Respuesta de Proposify Inc.

Hi Ahmed, thanks for taking the time to leave this review. While we don't offer a freemium pricing tier, we do offer a 14-day free trial to give you a chance to try out our software before you decide whether it's the right tool for you. We appreciate your feedback and wish you the best of luck on any upcoming proposals!

Mustafa M.
Calificación general
  • Sector: Suministros y equipo para empresas
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Out of Scope Reach to our Clients

Revisado el 13/9/2019

The ability to build my proposal with just fews clicks and moving it directly to my client with...

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.

Puntos a favor

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

Puntos en contra

Less relative templates of the proposals

Respuesta de Pitch Perfect Proposal Software

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!

Mostrando 5 opiniones de 254 Todas las opiniones

Preguntas frecuentes sobre Proposify

He aquí algunas preguntas frecuentes sobre Proposify.

Proposify ofrece los siguientes planes de precios:

  • Modelo de precios: Gratis, Suscripción
  • Prueba gratis: Disponible

No tenemos información sobre las características de Proposify

Los clientes habituales de Proposify son:

Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1000, 1001+

Proposify admite los siguientes idiomas:

inglés

Proposify admite los siguientes dispositivos:

Android (móvil), iPhone (móvil)

Proposify se integra con las siguientes aplicaciones:

Basecamp, Drift, FreshBooks, Harvest, Highrise, HubSpot CRM, Insightly, Intercom, Keap, Olark, Pipedrive, Podio, QuickBooks Online Advanced, Salesforce Platform, Stripe, Vidyard, Xero, Zapier, Zoho Books

Proposify ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Chat

Categorías relacionadas

Ver todas las categorías de software encontradas para Proposify.