Proposify

Software de propuestas para equipos de ventas modernos.

4,5 /5 (251 opiniones) ¡Escribe una reseña!

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

A partir de
19,00 US$/mes

Opciones de precios

Prueba gratis
Suscripción
Código abierto
Relación calidad-precio

Funciones de Proposify

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Estados Unidos, Canadá, Reino Unido, Australia
Idiomas admitidos
Inglés

Medios

Vídeo de Proposify Captura de pantalla de Proposify: Captura de pantalla de Proposify: Captura de pantalla de Proposify: Captura de pantalla de Proposify:

Opiniones de Proposify

Opiniones de Proposify

Calificación general
4,5
/
5
Excelente
173

Muy bien
55

Normal
11

Pobre
4

Malo
8

Relación calidad-precio
4,4
Funciones
4,4
Facilidad de uso
4,3
Asistencia al cliente
4,5
91% de los usuarios recomienda esta aplicación
Susan W.

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.


Traducir con Google
Matthew N.

Helping automate my freelance business

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.


Traducir con Google
Matt S.

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.


Traducir con Google
Shaun P.

Great for small businesses developing proposals for bigger projects.

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


Traducir con Google
Mustafa M.

Out of Scope Reach to our Clients

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.


Traducir con Google
Susan W.
Sector: Construcción
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Love it.

Software usado A diario durante 1-5 meses
Revisado el 11/10/2019
Fuente de la reseña: Capterra

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.

Traducir a español

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!

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Matthew N.
Sector: Internet
Tamaño de la empresa: Trabajador autónomo
Traducir a español
Traducir a español

Helping automate my freelance business

Software usado Mensualmente durante 1-5 meses
Revisado el 18/9/2019
Fuente de la reseña: Capterra

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.

Traducir a español

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!

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Matt S.
Sector: Música
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Great in concept, but buggy

Software usado A diario durante 1-5 meses
Revisado el 11/4/2017
Fuente de la reseña: Capterra

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.

Traducir a español

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!

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 4.0/10

Shaun P.
Sector: Tecnología y servicios de la información
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Great for small businesses developing proposals for bigger projects.

Software usado Semanalmente durante 6-12 meses
Revisado el 20/8/2020
Fuente de la reseña: Capterra

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

Puntos a favor

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.

Puntos en contra

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

Traducir a español

Respuesta de Proposify Inc.

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!

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Mustafa M.
Sector: Suministros y equipo para empresas
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Out of Scope Reach to our Clients

Software usado A diario durante 1-5 meses
Revisado el 13/9/2019
Fuente de la reseña: Capterra

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

Traducir a español

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!

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Recomendación de usuario
8,9/10
Basado en 251 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de Proposify

Precios de Proposify

A partir de
19,00 US$/mes
Prueba gratis
Suscripción
Código abierto
Relación calidad-precio
Relación calidad-precio
4,4/5
Basado en 251 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de Proposify

Funciones de Proposify

API
Análisis de ventas
Base de datos de contactos
Captura de clientes potenciales
Creación de informes de ventas
Creación de informes y estadísticas
Datos en tiempo real
Funcionalidad de búsqueda
Gestión de clientes potenciales
Gestión de contactos
Gestión de flujos de trabajo
Herramientas de colaboración
Importación y exportación de datos
Integración de CRM
Integración de terceros
Modelos personalizables
Notificaciones automáticas
Panel de actividades
Seguimiento de actividades
Seguimiento de ventas
Funciones
4,4/5
Basado en 251 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

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: Suscripción, Código abierto

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:

Empresas pequeñas, Empresas Grandes, Sin ánimo de lucro, Trabajadores autónomos, Empresas medianas

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:

Suscripción, Código abierto

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 Hub, Insightly, LeadMaster, Pipedrive, Retently, Teamwork, 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