Proposify

Proposify

Offertesoftware die indruk maakt op klanten en voor meer deals zorgt

4.5/5 (240 review)

Proposify - Overzicht

Wat is Proposify?

Proposify is online offertesoftware waarmee moderne verkoopteams winnende offertes, contracten en overeenkomsten kunnen maken, verzenden, volgen en voorzien van e-handtekeningen.

Het heeft een revolutie teweeggebracht in het offerteproces, zodat je vertegenwoordigers minder tijd hoeven te besteden aan handmatige taken en meer aan wat ze het beste doen: verkopen.

Maar Proposify bespaart niet alleen tijd; met toewijsbare rollen, machtigingen en werkruimten kun je de toegang van elke verkoopvertegenwoordiger beheren. Van het soort content dat ze kunnen gebruiken en het bewerken van het ontwerp tot het verzenden van een offerte, het platform zorgt voor volledige merkcontrole en gemoedsrust zonder het proces te belemmeren. Een oplossing die zowel sales als marketing blij maakt.

Als je klaar bent om je verkoopteam een concurrentievoordeel te geven, ga dan naar de website of boek een demo.

Proposify - Overzicht

Prijzen

Vanaf
US$ 19,00/maand

Prijsopties

Gratis proef
Open source
Abonnement
Prijs-kwaliteitverhouding

Proposify - Functies

Apparaten
Bedrijfsgrootte
K M G
Markten
Australië, Canada, Europa, Verenigd Koninkrijk, Verenigde Staten van Amerika
Ondersteunde talen
Engels

Screenshots

Schermopname van Proposify:
Schermopname van Proposify: Schermopname van Proposify: Schermopname van Proposify: Schermopname van Proposify:

Proposify reviews

Proposify reviews

Totaalscore
4.5
/
5 240 reviews
Uitstekend
165

Zeer goed
56

Gemiddeld
10

Slecht
3

Erg slecht
6

Prijs-kwaliteitverhouding
4.5
Functies
4.4
Gebruiksgemak
4.4
Klantenondersteuning
4.6
92% heeft deze app aanbevolen
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.


Vertalen met Google
Andi L.

Proposify Makes Me Look Like a Rock Star!

Proposify has cut my proposal-generating time down to an eighth of what it was before. I am now able to have a consultation call with a potential client and have a proposal to them later that day. Before, it would have taken me a week or more, because I was doing everything from scratch. Even better, my proposals look so professional and have extra pieces to them that I never would have thought of—why us, next steps, and so much more. Plus, the ability to track when the potential client viewed the proposal and how long they spend on each section is invaluable data.


Vertalen met Google
Geverifieerde reviewer

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.


Vertalen met Google
Susan W.

Love it.

Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and I love the links to Infusionsoft and the ability to automate followup which were both missing in our previous software.


Vertalen met Google
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.


Vertalen met Google
Aislinn K.
Sector: Managementconsulting
Bedrijfsgrootte: 13-50 werknemers
Vertalen met Google

Entreflow Consulting Group's use of Proposify

Wekelijks 1+ jaar lang gebruikt
Beoordeeld op 19-4-2019
Bron van de reviewer: 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.

Pluspunten

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.

Minpunten

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.

Vertalen met Google

Antwoord van 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!

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 9.0/10

Andi L.
Sector: Marketing en reclame
Bedrijfsgrootte: 2-10 werknemers
Vertalen met Google

Proposify Makes Me Look Like a Rock Star!

Wekelijks 1-5 maanden lang gebruikt
Beoordeeld op 9-5-2019
Bron van de reviewer: Capterra

Proposify has cut my proposal-generating time down to an eighth of what it was before. I am now able to have a consultation call with a potential client and have a proposal to them later that day. Before, it would have taken me a week or more, because I was doing everything from scratch. Even better, my proposals look so professional and have extra pieces to them that I never would have thought of—why us, next steps, and so much more. Plus, the ability to track when the potential client viewed the proposal and how long they spend on each section is invaluable data.

Pluspunten

When I sent out a proposal before, it was a Word doc with my logo that I saved as a PDF. It was one to two pages with a single fee listed. It worked, but it wasn't pretty. Enter Proposify, which makes my proposals shine! I was able to adjust the template to tailor it to my brand, including photos, colors, and more. I have created several standard pages to include in every proposal as well as different fee tables so that generating proposals has gone so much faster. Proposify is easy to use, and the training webinars were incredibly helpful. I absolutely love it!

Minpunten

As I was adjusting the template, a few things haven't been exactly intuitive. But the training webinars, FAQs and documentation, and support staff are amazing.

Vertalen met Google

Antwoord van Pitch Perfect Proposal Software

Hi Andi,

Thanks for taking the time to write a review. We're so happy to hear that Proposify has streamlined your proposal process, and that our Knowledge Base and training webinars have been helpful for you! When it comes to the editor, we're always working to improve the user experience, so we appreciate your feedback. It helps us make Proposify an even more powerful tool. Keep being a rock star, and happy closing!

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 10.0/10

Geverifieerde reviewer
Sector: Marketing en reclame
Bedrijfsgrootte: Zelfstandig ondernemer
Vertalen met Google

Great looking proposals & sales tracking, but some glitches.

Wekelijks 1+ jaar lang gebruikt
Beoordeeld op 19-12-2019
Bron van de reviewer: 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.

Pluspunten

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.

Minpunten

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.

Vertalen met Google

Antwoord van 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!

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 7.0/10

Susan W.
Sector: Bouw
Bedrijfsgrootte: 2-10 werknemers
Vertalen met Google

Love it.

Dagelijks 1-5 maanden lang gebruikt
Beoordeeld op 11-10-2019
Bron van de reviewer: Capterra

Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and I love the links to Infusionsoft and the ability to automate followup which were both missing in our previous software.

Pluspunten

Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.

Minpunten

Set up of our template was a little daunting but we used Belt Creative to help us which was well worth the investment.

Vertalen met Google

Antwoord van Pitch Perfect Proposal Software

Hi Susan, thanks for taking a moment to write a review of our software. Fantastic that Belt Creative helped you get started, and that your clients are impressed! That's really great feedback, and we're excited for you to continue seeing the benefits of Proposify. Definitely let us know your thoughts at the six-month and 12-month marks! Best of luck with any upcoming proposals, and happy closing!

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 10.0/10

Matt S.
Sector: Muziek
Bedrijfsgrootte: 2-10 werknemers
Vertalen met Google

Great in concept, but buggy

Dagelijks 1-5 maanden lang gebruikt
Beoordeeld op 11-4-2017
Bron van de reviewer: 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.

Vertalen met Google

Antwoord van 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!

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 4.0/10

Gebruikersaanbeveling
8.9/10
Gebaseerd op 240 gebruikersscores
Vergelijk gebruikersaanbevelingen met alternatieven
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Prijzen van Proposify

Prijzen van Proposify

Vanaf
US$ 19,00/maand
Gratis proef
Open source
Abonnement
Prijs-kwaliteitverhouding
Prijs-kwaliteitverhouding
4.5/5
Gebaseerd op 240 gebruikersscores
Vergelijk scores voor prijs-kwaliteitverhouding met alternatieven
Vergelijk met alternatieven

Proposify - Functies

Proposify - Functies

API
Aanpasbare sjablonen
Activiteiten volgen
Activiteitendashboard
Automatische meldingen
CRM-integratie
Contactenbeheer
Contactendatabase
E-mailintegratie
Gegevens importeren en exporteren
Integratie van derden
Leads beheren
Leads vastleggen
Rapportage en statistieken
Realtime gegevens
Samenwerkingstools
Verkoop bijhouden
Verkoopanalyse
Verkooprapportage
Zoekfunctionaliteit
Functies
4.4/5
Gebaseerd op 240 gebruikersscores
Vergelijk functiescores met alternatieven
Vergelijk met alternatieven

Categorieën

Video's en instructies

Video's en instructies

Proposify - Veelgestelde vragen

Proposify - Veelgestelde vragen

Hieronder zie je enkele veelgestelde vragen over Proposify.

V. Welke prijsmodellen heeft Proposify te bieden?

Proposify kent de volgende prijsmodellen:

Vanaf: US$ 19,00/maand

Prijsmodel: Open source, Abonnement

Gratis proef: Beschikbaar

V. Wat zijn de voornaamste functies van Proposify?

We hebben geen informatie over functies van Proposify

V. Wat zijn de typische gebruikers van Proposify?

Proposify heeft de volgende typische klanten:

Freelancers, Grote ondernemingen, Middelgroot bedrijf, Non-profit, Klein bedrijf

V. Welke talen worden door Proposify ondersteund?

Proposify ondersteunt de volgende talen:

Engels

V. Welke prijsmodellen heeft Proposify te bieden?

Proposify kent de volgende prijsmodellen:

Open source, Abonnement

V. Biedt Proposify ondersteuning voor mobiele apparaten?

Proposify ondersteunt de volgende apparaten:

Android, iPhone

V. Met welke andere apps kan Proposify worden geïntegreerd?

Proposify kan worden geïntegreerd met de volgende toepassingen:

APIANT, FreshBooks, HubSpot CRM, HubSpot Marketing, Insightly, LeadMaster, Pipedrive, Retently, Teamwork Projects, Xero

V. Welke mate van ondersteuning heeft Proposify te bieden?

Proposify biedt de volgende ondersteuningsopties:

Veelgestelde vragen, Kennisbank, Online ondersteuning, Video-instructies