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Proposify Review

Proposify
Our score: 9.1 User satisfaction: N/A

What is Proposify?

Proposify is a SaaS-model web platform that effectively streamlines the proposal writing process by addressing the usual issues that comes with devising and writing proposals. The application delivers a quick and easy way to monitor and manage proposals, work closely with teams, and make custom designed, reusable templates so new proposals can be quickly made with spending time discovering content.

Proposify is an ideal application for small to medium-sized businesses especially suited for the creative industries (advertising, marketing, design, etc.) or any company that requires a proposal to win new business. With Proposify, businesses have a platform that simplifies the whole proposal writing process without compromising quality. Clients save significant amount of time using Proposify to create winning proposals compared to working with Microsoft Word, InDesign, or Google Docs.

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Overview of Proposify Benefits

With Proposify, users have a a simple way to deliver winning proposals to your clients. The platform effectively improves the proposal making process while cutting down the time required to create a high quality proposal. This in turn, helps businesses close deals much faster than ever.

Proposify features a user-friendly platform that offers a vast selection of pre-built templates, starter content, and designs that enables businesses to easily produce professionally made proposals. The application also supports the entire Google font library – it means there will be no more settling for Times New Roman.

With the content library feature, there is no need to go out and scour for the web for commonly-used assets like logos, diagrams, photos, etc. or copy/pasting from previous proposals. It can all be stored in the cloud-based content library, easily accessible by everyone on your team. Users can also embed rich media content (e.g. videos, HTML5 content) to give their proposals that extra oomph to wow their clients and add more dimension to the proposal stage.

Collaboration is easy and effective with Proposify, Multiple team members can channel their efforts and expertise on a proposal at the same time. No need to send or read Word documents around and closely follow changes/versions. Managing proposals is a breeze in Proposify. It is easy to save and document case studies, fees, images and team bios all in one central library. Tag them, search them, and drop them into your layout. Proposals just got a lot easier to work with.

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Overview of Proposify Features

  • Unlimited templates
  • Unlimited clients
  • Unlimited users
  • Third party integrations
  • Notifications & auto follow ups
  • Metrics
  • PDF export

Proposify Position In Our Categories

Knowing that businesses have particular business-related wants, it is only prudent they steer clear of selecting a one-size-fits-all, “perfect” software system. Nevertheless, it is futile to try to chance on such application even among widely used software products. The practicable step to do is to jot down the varied essential factors that demand research like essential features, pricing, technical skill aptitude of staff members, organizational size, etc. Then, you must follow through your product research fully. Browse over some of these Proposify evaluations and explore each of the software products in your shortlist in detail. Such all-encompassing product investigation can make sure you circumvent mismatched apps and select the system that includes all the tools your company requires in sustaining growth.

Position of Proposify in our main categories:

TOP 5

Proposify is one of the top 5 Sales Proposal Automation Software products

If you are considering Proposify it might also be sensible to examine other subcategories of Sales Proposal Automation Software collected in our base of B2B software reviews.

Each business has its own characteristics, and may need a special Sales Proposal Automation Software solution that will be adjusted to their company size, type of clients and staff and even specific industry they support. It's not wise to count on locating a perfect services that will be suitable for each business no matter what their background is. It may be a good idea to read a few Proposify Sales Proposal Automation Software reviews first and even then you should pay attention to what the solution is supposed to do for your business and your employees. Do you require a simple and intuitive app with just essential functions? Will you really make use of the advanced functionalities required by experts and large enterprises? Are there any specific tools that are especially practical for the industry you operate in? If you ask yourself these questions it is going to be much easier to find a solid solution that will match your budget.

How Much Does Proposify Cost?

Proposify Pricing Plans:

Free Trial

TALL

$30/month

GRANDE

$100/month

VENTI

Contact vendor

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What are Proposify pricing details?

Proposify Pricing Plans:

Free Trial

TALL

$30/month

GRANDE

$100/month

VENTI

Contact vendor

Proposify is available in three distinct pricing plans. Here are the details.

 

TALL

$19 /user per month (3 users maximum per account)

  • Up to 5 Active Proposals
  • Interactive Quoting
  • Notifications & Metrics
  • Content Library
  • Online Signatures

GRANDE

  • $49 /user per month *Billed quarterly
  • Everything in Tall
  • Unlimited Proposals
  • Standard Integrations?
  • Custom Fields & Variables
  • Client Input Forms
  • Custom URL

VENTI

  • Contact for Pricing
  • Everything in Grande +
  • Salesforce Integration
  • Approval Workflow
  • User Roles & Permissions
  • Premium Support
  • Onboarding Services

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to get a Sales Proposal Automation Software it’s crucial not only to see how professionals rank it in their reviews, but also to check if the actual clients and businesses that purchased this software are actually happy with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Proposify reviews across a wide array of social media sites. The information is then displayed in an easy to digest way indicating how many people had positive and negative experience with Proposify. With that information at hand you will be ready to make an informed business decision that you won’t regret.

Video

Screenshots

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Windows Mobile

Deployment

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Proposify?

Proprosify integrates with the following business systems and applications:

  • ActiveCampaign
  • AgileCRM
  • Asana
  • Basecamp
  • Close
  • Copper
  • Dropbox
  • FreshBooks
  • Google Drive
  • Gravity
  • Harvest
  • Highrise
  • HubSpot
  • Infusionsoft
  • Insightly
  • Monday.com
  • Nimble
  • NoCRM
  • Pipedrive
  • Podio
  • Quickbooks
  • Salesforce
  • Slack
  • Stripe
  • Teamwork Projects
  • Trello
  • Typeform
  • Wave
  • Wufoo
  • Xero
  • Zapier
  • Zoho

 

Want to integrate your app with Proposify? Use our public API, available here: https://www.proposify.com/integrations

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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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