Proposify

Proposify

Software de propuestas para equipos de ventas modernos.

4.6/5 (242 opiniones)

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
USD 19.00/mes

Opciones de precios

Prueba gratis
Código abierto
Suscripción
Relación calidad-precio

Funciones de Proposify

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

Capturas de pantalla

Captura de pantalla 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
4.6
/
5 242 opiniones
Excelente
168

Muy bien
55

Normal
10

Pobre
3

Malo
6

Relación calidad-precio
4.5
Funciones
4.4
Facilidad de uso
4.4
Asistencia al cliente
4.6
92% Un ha recomendado esta aplicación
Josh O.

A Proposal tool for big kids

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


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Aislinn K.

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.


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Ronald C.

It has a proposal for every situation

I don't use it a lot since I retired, but it is excellent


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Usuario verificado

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.


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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.


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Josh O.
Sector: Marketing y publicidad
Tamaño de la empresa: 13-50 empleados
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A Proposal tool for big kids

Software usado Semanalmente durante 6-12 meses
Revisado el 5/10/2016
Fuente de la reseña: GetApp

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

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Aislinn K.
Sector: Consultoría de gestión
Tamaño de la empresa: 13-50 empleados
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Entreflow Consulting Group's use of Proposify

Software usado Semanalmente durante Más de un año
Revisado el 19/4/2019
Fuente de la reseña: Capterra

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.

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.

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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!

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 9.0/10

Ronald C.
Sector: Marketing y publicidad
Tamaño de la empresa: 2-10 empleados
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It has a proposal for every situation

Software usado Otro durante Más de un año
Revisado el 15/1/2020
Fuente de la reseña: Capterra

I don't use it a lot since I retired, but it is excellent

Puntos a favor

It is flexible, professional, and complete. It can be used by businesses, marketers, or anyone who needs to produce a proposal.

Puntos en contra

I can't really think of anything, unless someone is looking for free software that won't do the job as well

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Respuesta de Pitch Perfect Proposal Software

Hi Ronald, thanks for taking the time to leave us a review. So glad to hear your positive feedback. Happy retirement!

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Usuario verificado
Sector: Marketing y publicidad
Tamaño de la empresa: Trabajador autónomo
Traducir con Google

Great looking proposals & sales tracking, but some glitches.

Software usado Semanalmente durante Más de un año
Revisado el 19/12/2019
Fuente de la reseña: Capterra

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.

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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!

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 7.0/10

Matt S.
Sector: Música
Tamaño de la empresa: 2-10 empleados
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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 con Google

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

Recomendación de usuario
8.9/10
Basado en 242 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
USD 19.00/mes
Prueba gratis
Código abierto
Suscripción
Relación calidad-precio
Relación calidad-precio
4.5/5
Basado en 242 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
Herramientas de colaboración
Importación y exportación de datos
Integración de CRM
Integración de correo electrónico
Integración de terceros
Modelos personalizables
Notificaciones automáticas
Panel de actividades
Seguimiento de actividades
Seguimiento de ventas
Funciones
4.4/5
Basado en 242 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

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: USD 19.00/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