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Proposify Inc.

Proposify

8.3 /10
Category
Proposify
8.3 /10

What is Proposify?

Proposify is the proposal software that gives you control and insight into the most important stage of your sales process: the close. From design to sign-off, get the confidence and consistency to close your deals.

Company Details


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Awards & Recognition

Proposify won the following awards in the Proposal Management category

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Proposify Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Proposify.

91 Likeliness to Recommend

1
Since last award

100 Plan to Renew

89 Satisfaction of Cost Relative to Value

1
Since last award


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Emotional Footprint Overview

+90 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Proposify?

0% Negative
13% Neutral
87% Positive

Pros

  • Reliable
  • Performance Enhancing
  • Enables Productivity
  • Trustworthy

Feature Ratings

Average 95

Templates

97

Document Management

96

Share & Track

95

Proposals and SOWs

95

Dashboard and Analytics

95

Notifications

94

Contract Management

93

E-Signature

92

Tasks and Workflow Management

91

Integrations

91

Redlining

91

Vendor Capability Ratings

Average 86

Ease of Data Integration

95

Ease of IT Administration

94

Business Value Created

92

Ease of Implementation

92

Ease of Customization

91

Quality of Features

86

Vendor Support

86

Usability and Intuitiveness

85

Availability and Quality of Training

80

Breadth of Features

80

Product Strategy and Rate of Improvement

75

Proposify Reviews

Aayushi S.

  • Role: Human Resources
  • Industry: Healthcare
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Oct 2023

Review of Proposify by an Experienced HR Manager

Likeliness to Recommend

8 /10

What differentiates Proposify from other similar products?

Proposify excels in its ability to streamline and simplify our proposal creation and management processes. Its real-time collaboration features allow our team to work seamlessly on proposals, making the process much more efficient

What is your favorite aspect of this product?

It has great reporting and analytics tools. We use these insights to tweak our recruitment proposals and optimize our strategies, resulting in a significant reduction in hiring costs and a more efficient hiring process

What do you dislike most about this product?

It lacks a robust document management system

What recommendations would you give to someone considering this product?

It is totally worth the acquisition. Go for it

Pros

  • Fair
  • Acts with Integrity
  • Client's Interest First
  • Appreciates Incumbent Status

Matt W.

  • Role: Sales Marketing
  • Industry: Media
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jun 2023

Easy to use, a bit clunky, but overall a lifesaver

Likeliness to Recommend

7 /10

What differentiates Proposify from other similar products?

Easy integration with CRM (HubSpot) Frequent updates and great communication on upcoming features Great support team - willing to listen to your experience with the software and are dedicated to improving it - and making sure you feel heard!

What is your favorite aspect of this product?

Ability to collaborate with team members to jointly build proposals Template editor allows mass production of proposals, saving lots of time Ability to integrate presentation, negotiation, and signatures into one space is very convenient

What do you dislike most about this product?

Proposal editor is clunky and very buggy - a bad look for a product that centres around being used for proposals Notifications for viewing a proposal can be inaccurate

What recommendations would you give to someone considering this product?

Be patient with the proposal editor, and save often! Make sure to also lock any elements you’re certain you won’t need to edit. This will help avoid many mistakes and headaches

Pros

  • Efficient Service
  • Caring
  • Saves Time
  • Respectful

Cons

  • Commodity Features
  • Vendor Friendly Policies
  • Vendor's Interest First

Derek S.

  • Role: Industry Specific Role
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jun 2023

Easy to use with occasional issues. Smaller team.

Likeliness to Recommend

8 /10

What differentiates Proposify from other similar products?

Cost and smaller team that is easier to get in contact with

What is your favorite aspect of this product?

Templated proposals has reduced our time in creating a proposal from a few days to hours.

What do you dislike most about this product?

The text editor can be a bit rough sometimes. Things will disappear and you have to reload the page to see them. Sometimes it feels like you are editing in Microsoft Word when you make a small change and it affects every page in the proposal.

What recommendations would you give to someone considering this product?

Definitely try it out. It works well for smaller businesses

Pros

  • Reliable
  • Saves Time
  • Respectful
  • Transparent

Cons

  • Inhibits Innovation
  • Slower Product Innovation
  • Under Delivered

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