Proposify

Avantages

La Conception de bureau est une fonctionnalité de haute facture qui permet véritablement la création des propositions personnalisés permettant de guidée nos ventes

Inconvénients

À mon sens je n'en vois aucune car le logiciel est de haute facture

Avantages

Travaillant comme pigiste depuis peut, je manque incroyablement de temps et je n'ai pas eu autre choix que de tester et adopter des plateformes afin d'économiser temps et énergie et me consacrer à ce qui compte vraiment pour moi. Le développement de mon entreprise. Je ne me passerais plus jamais de proposify.
- Logiciel très intuitif
- Facile d'utilisation
- Les modèles déjà prêts
- Texte explicatif déjà en place.
- Design professionnel

Inconvénients

Le seul inconvénient à mon avis est qu'il n'a pas de traduction française, mais sincèrement avec Google Chrome ce n'est pratiquement pas problématique.. juste a traduire en 5 min

Avantages

This is a complete package. I needed a tool that would allow me to dynamically create proposals, but also send out regular documents like NDA's to be signed digitally. Proposify solves this for me and add extra features. It is relatively easy to create a document (proposal/contract) from scratch using their design interface. Even though it is a bit unintuitive at times, it gets the job done. Creating snippets of content for later use is a definite benefit. Even better is the seemless integrations with Harvest, creating an invoice from a proposal when it is signed, and importing contacts from Harvest. This automated approach is saving me a bunch of time.

Inconvénients

No integration yet with Everhour, since I was considering switching time tracking solution from Harvest. No integration with Asana to create a project within a team upon signing, but this might be (too) nice to have :)
No integration either with a tool like PieSync to import contacts in general.

Alternatives envisagées 

Pourquoi passer à Proposify

Avantages

Easily to modify and build your proposal template, and easy to maintain it to deliver to your customers

Inconvénients

Less relative templates of the proposals

Alternatives envisagées 

Pourquoi passer à Proposify

Avantages

I liked that the program was easy to use.

Inconvénients

They have the worst customer support or any company I have ever dealt with. They also hid things in their TOS that I strongly suggest you read.

Avantages

The library of content and examples is especially helpful. We've been able to develop proposals for our product offering and customise completely for every client.

Inconvénients

I would love integration between my FreeAgent.com account when a proposal has been authorised to automate the invoicing process.

Alternatives envisagées 

Pourquoi passer à Proposify

Avantages

Its very easy to use. User interface is nice and well thought out. No real learning curve for the most part,

Inconvénients

It might be nice to have a little more flexibility with the pricing charts that you lay in.

Avantages

I like the electronic document signing solution
The software makes document management easy
The tool is a great CPQ

Inconvénients

Not single problem with Proposify. It is quite effective.

Avantages

It has helped our organization create more professional customer facing proposals

Inconvénients

This platform is really for more advanced technical users, and requires some training

Avantages

It's very easy to use and I love that I receive notifications when a client reviews the proposal.

Inconvénients

I have no complaints or complications with this service

Avantages

It allows you to create proposals very fast.

Inconvénients

It feels a bit controlled and you still lose a bit of flexibility.

Avantages

Nothing, it turned out to be a pain to use and no support.

Inconvénients

Buggy, difficult to use, terrible service

Avantages

I like that it is easy to send and see when a client opens a proposal. It is easy to run metrics and update customer information.

Inconvénients

There are so many glitches in the program. It is difficult to make edits to templates when text is going outside of the parameters set by the software. We have contacted customer service and they have been working on fixing it for 6+months.

Avantages

I like the ability that you had to be able to use custom background pages when creating templates in allowed for easy branding.

Inconvénients

The limitations on customization of templates, organization of constant pages, and the lack of freedom for multiple users to access the platform simultaneously are a few of the drawbacks.

Avantages

I like that the proposals created with this software truly just look good. The proposals are very attractive overall and knowing this builds even more confidence when crafting the proposals. The entire platform is very intuitive and you can quickly get started with the built-in design templates. I love the Stripe integration as well because sometimes I do not want to have to send clients a separate invoice after sending them the proposal. So this integration feature saves me a lot of time.

Inconvénients

I would like to see additional templates added over time.

Avantages

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.

Inconvénients

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.

Avantages

Proposify reduces the time of proposal delivery to clients and generates a higher rate of acceptance. My clients no longer have to print, sign, and then scan the proposal back to me. They can review and sign it electronically, and I can track when they both receive and review it. The proposals also have a very professional look to them, again giving credibility to my business.

Inconvénients

I have found that the PDF downloads don't always match the screen view appearance of a document, and this has created some problems to clients who like to print out a copy of the proposal for review. The interface also is a little quirky at times, especially on my complex layouts (charts and graphs). I recommend using their templates or developing your own.

Avantages

Integrations.
Looks.
Functionality.
User Friendliness.

Inconvénients

Pricing but it's not too bad.

Avantages

The ability to track current and pending proposals that have been submitted and to see where each client is spending the most time in the proposal.

Inconvénients

The lack of integrations. As far as we have been able to utilize the Podio integration does a great job updating it's own app but as soon as you try to incorporate internal data it gets jumbled. The problem here is that it cannot auto relate to an existing project and a project must be created before we can set up the proposal (as we must work out the pricing before creating the proposal). It could really use a clean up on the integration bit.

Avantages

It was really important when we were selecting proposal software to have integrations and the ability to allow the client to make choices that didn't require that we adjust the proposal. Proposify gave us both. We use Freshbooks for invoicing and Asana for project management and it integrates with both! (unfortunately Asana is via Zapier only). It also lets us give options in the proposal for the client to pick things like # of years of licensing or change the amount of deliverables to get the final price they need. This cuts down on back and forth emails that frees us up.

Inconvénients

I would love to be able to pay for the service on a monthly basis instead of quarterly. Not that it really changes anything in the grand scheme of things but it lets me better track our finances.

Alternatives envisagées 

Logiciel antérieur 

Avantages

You can make proposals with it. What else?

Inconvénients

The customer service and the pricing. No thought goes into either of these things. Max 5 active proposals??? WHAT?!?! What does that even mean? It means they hold you hostage again in another way. I feel like Proposify have a gun pointed at me.

Avantages

With proposify I can make professionally attractive proposal, can reuse parts of proposal this saves time. Other features which I like the most is that you can track status of proposal that it has been seen or not and you can set templates for follow ups also and three cheers for there support they do love there customers and try to help them .

Inconvénients

except the pricing I don't feel they have anything to dislike

Avantages

If bugs were fixed and the app was working properly it would be okay. I like that you are notified about proposals.

Inconvénients

Slow, Buggy. Unable to search for contacts as it comes with a fault in the software. Unable to add duplicate contact emails. Website crashes often and not easy to edit templates.
With slow processing times you lose hours in your day regularly. Customer support cannot fix the problems in terms of optimising the software.

Avantages

It really does have the features my business needs. Their poor support staff is trained to be super nice, but they can't help the fact that they work for a bad product.

Inconvénients

It is the buggiest software I have ever used. We are working against deadlines and literally every time I have to create a proposal, it loses functionality. I literally can't make the most simple edits. It just freezes up or arbitrarily removes things. It's maddening.

Avantages

Our salespeople are delighted with Proposify. It has provided a professional, consistent, fast and easy way to submit proposals to prospects. It has also made it very easy for the prospects to respond and execute proposals. Our close rate on proposals has increased and I expect to see that continue.

Inconvénients

We sometimes hit a snag when trying to edit our templates, but when that has happened the Proposify tech support team has been a great help. We get immediate responses to our questions and great help.