βοΈ Our Verdict
Proposals can be a big pain to prepare. It takes weeks, if not months, to prepare a winning proposal that would rock everyoneβs socks off. Fortunately, there are tools such as Proposify that makes life so much easier.
With Proposify, it is now easier and more efficient to create winning proposals, send it, track the progress, and more! This incredible tool helps save your time, effort, and money. Now, proposals are no longer an excruciating, tiring process, itβs rather a more enjoyable, exciting experience.
| Pros | Cons |
| π Track proposals π Interactive quoting π Arm reps with the content they need, when they need it π Electronic signatures π Reduce manual entry and errors π Create impressive proposals that reflect your brand π Add videos to bring your offer to life π Client input forms π Proposals can be translated to 15 different languages | π Pricing can be steep if you do not send proposals regularly |
π About Proposify
If you want to take your proposals from “Oh, bother!” to “Oh boy!”, we can help π pic.twitter.com/Q9LKZ4JZfv
β Proposify (@Proposify) July 23, 2020
Founded in 2012, Proposify helps turn boring, snooze-fest proposals into pitch-perfect ones! This software revolutionizes the proposal process. The goal is to make you a killer closer by giving you a way to create customized, interactive, and beautifully designed proposals.
You no longer have to juggle multiple docs, spreadsheets and design programs all at once. Say goodbye to the excruciating process of scanning long documents and using fax machines!
We believe that you can grow your sales and we know we can help you do it.
π Whatβs In It For You?
Proposify helps speed up the proposal process so you can close the deal faster. Itβs here to help you and your team create winning proposals, send them off and track the progress. You can send the proposals using the software instead so you can skip the hassle of snail mails, faxes, and scanners!
After sending your proposal, this amazing tool helps you track it, and gives your clients the option to sign the document digitally. You can even create on-brand content using their reusable templates. Proposify has a central storage where you can store all your files.
Not only that, but this tool also allows you to view how long each section of the proposal was viewed, and other metrics. It can also be integrated with different apps such as Salesforce, and more.
With Proposify, you and your team get the competitive edge you need to close more deals and create more sales.
π₯οΈ How Does It Work?
- If youβre interested in trying out Proposify – and we highly recommend that you do, visit their website at https://www.proposify.com/.
LOOKING FOR A ONE-STOP SOLUTION TO YOUR GROWTH NEEDS?
- Click on the βSign Up Freeβ button.
3. Fill out the necessary details, then click on βCreate my Accountβ
- After you sign up, you have the option to create a sample proposal.
5. Choose from the reusable templates available
- Fill out the necessary details about your proposal
- You will be redirected to their web-based editor where you can fully customize the proposal as you want it to look.
- Once you have finished your proposal, click the send button. And youβre done! How easy was that?
π² Pricing Plans & Support
Proposify has three plans available: the Toll Plan for individuals, Grande for sales teams, and Venti for enterprises. A free 14-day trial is also available per plan.
π Tall Plan $19/user per month
γ°οΈ5 Active Proposals
γ°οΈ Interactive Quoting
γ°οΈ Notifications & Metrics
γ°οΈ Content Library
γ°οΈ Online Signatures
πGrande Plan – $49/user per month
γ°οΈ Tall plan features
γ°οΈ Unlimited Proposals
γ°οΈ Standard Integrations
γ°οΈ Custom Fields & Variables
γ°οΈ Client Input Forms
γ°οΈ Custom URL
π Venti Plan – Contact Proposify for pricing
γ°οΈ Salesforce Integration
γ°οΈ Approval Workflow
γ°οΈ User Roles & Permissions
γ°οΈ Premium Support
γ°οΈ Onboarding Services
π The Competition
| Pros | Cons |
| π Audit trail π Contact Management π Document Management π Knowledge Base Management π Version Control | π There can be a slowed user capability due to functional UI. |
| Pros | Cons |
| π Audit trail π Contact Management π Document Management π Knowledge Base Management π RFP Management π Version Control | π UI needs some improvement |
| Pros | Cons |
| π Audit trail π Contact Management π Document Management π Version Control π Collaboration | π No Knowledge Base Management π No RFP Management |