⚖️ Our Verdict
Proposals can be a big pain to prepare. It takes weeks, if not months, to prepare a winning proposal that would rock everyone’s 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, it’s rather a more enjoyable, exciting experience.
Pros
👍 Track proposals
👍 Interactive quoting
👍 Arm reps with the content they need, when they need it
👍 Electronic signatures
👍 Reduce manual entry and errors
👍 Create impressive proposals that reflect your brand
👍 Add videos to bring your offer to life
👍 Client input forms
👍 Proposals can be translated to 15 different languages
Cons
👎 Pricing can be steep if you do not send proposals regularly
🌟 About Proposify
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.
🎁 What’s In It For You?
Proposify helps speed up the proposal process so you can close the deal faster. It’s 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.
🖥️ How Does It Work?
- If you’re interested in trying out Proposify — and we highly recommend that you do, visit their website at https://www.proposify.com/.
2. Click on the “Sign Up Free” button.
3. Fill out the necessary details, then click on “Create my Account”
4. After you sign up, you have the option to create a sample proposal.
5. Choose from the reusable templates available
6. Fill out the necessary details about your proposal
7. You will be redirected to their web-based editor where you can fully customize the proposal as you want it to look.
8. Once you have finished your proposal, click the send button. And you’re done! How easy was that?
💲 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.
💎 Tall Plan $19/user per month
〰️5 Active Proposals
〰️ Interactive Quoting
〰️ Notifications & Metrics
〰️ Content Library
〰️ Online Signatures
💎Grande Plan — $49/user per month
〰️ Tall plan features
〰️ Unlimited Proposals
〰️ Standard Integrations
〰️ Custom Fields & Variables
〰️ Client Input Forms
〰️ Custom URL
💎 Venti Plan — Contact Proposify for pricing
〰️ Salesforce Integration
〰️ Approval Workflow
〰️ User Roles & Permissions
〰️ Premium Support
〰️ Onboarding Services
📍 The Competition
Pros
👍 Audit trail
👍 Contact Management
👍 Document Management
👍 Knowledge Base Management
👍 Version Control
Cons
👎 There can be a slowed user capability due to functional UI
Pros
👍 Audit trail
👍 Contact Management
👍 Document Management
👍 Knowledge Base Management
👍 RFP Management
👍 Version Control
Cons
👎 UI needs some improvement
Pros
👍 Audit trail
👍 Contact Management
👍 Document Management
👍 Version Control
👍 Collaboration
Cons
👎 No Knowledge Base Management
👎 No RFP Management
🙋♀️🙋♂️🙋 Testimonials
“Simple to draft, edit, organize, send and sign off on contracts. The user experience and simplicity of Proposify make it an easy tool to get work done in.”
Chris R, Business Development Read the review on G2Crowd
“What an awesome tool! Every sales team needs this. Proposify is very intuitive and easy to set up, it just does what it should! With this proposal software delivering great-looking proposals to your audience is easier than ever before.”
Kai W, CEO Read the review on G2Crowd
“Amazing, professional software. Proposify enables me to execute beautiful contracts that are easy to navigate (and less overwhelming because of that), easy to upsell with by allowing the client to select additional services, and easier to close because they can sign the contract right there in the proposal!”
DeAnna M, Chief Global Strategist Read the review on G2Crowd
