Over 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.

Prijzen vanaf:

US$ 49,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Top 5 alternatieven voor Proposify

Apparaten

Bedrijfsgrootte

K M G

Markten

Australië, Canada, Verenigd Koninkrijk, Verenigde Staten

Ondersteunde talen

Engels

Prijzen vanaf:

US$ 49,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Top 5 alternatieven voor Proposify

Afbeeldingen

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Functies

Totaal aantal functies van Proposify: 58

  • API
  • Aanpasbare branding
  • Aanpasbare rapporten
  • Aanpasbare sjablonen
  • Aanpasbare velden
  • Activiteiten volgen
  • Activiteitendashboard
  • Analyse van verkooptrends
  • Audittrail
  • Automatische indeling
  • CRM
  • Catalogiseren/categoriseren
  • Chatten/messaging
  • Configureerbare workflow
  • Contactenbeheer
  • Contentbeheer
  • Contentbibliotheek
  • Contract- en licentiebeheer
  • Controle van goedkeuringsbeheer
  • Digitale handtekening
  • Documentautomatisering
  • Documentbeheer
  • Documenten controleren
  • Documenten opslaan
  • Documentsjablonen
  • Elektronische handtekening
  • Herinneringen
  • Integraties van derden
  • Kennisbankbeheer
  • Kortingsbeheer
  • Offertes
  • Pipelinebeheer
  • Prijs- en kostenberekeningen
  • Prijsbeheer
  • Proces- en workflowautomatisering
  • Productcatalogus
  • Productconfigurator
  • RFP maken
  • Rapportage en analyse
  • Rapportage en statistieken
  • Realtime gegevens
  • Realtime meldingen
  • Samenwerken in teams
  • Samenwerkingstools
  • Sjablonen
  • Sjabloonbeheer
  • Slepen en neerzetten
  • Specialiteitencontracten
  • Status bijhouden
  • Toegangsopties/machtigingen
  • Versiebheer
  • Voor salesteams/-organisaties
  • Voorgedefinieerde sjablonen
  • Voorstellen genereren
  • Voortgang bijhouden
  • Waarschuwingen/Meldingen
  • Workflowbeheer
  • Zoeken/filteren

Alternatieven

PandaDoc

4,5
#1 alternatief voor Proposify
Verkoopteams gebruiken PandaDoc om de workflow, inzichten en snelheid van deals te verbeteren en tegelijkertijd een...

In Mind Cloud

0
#2 alternatief voor Proposify
"Manufacturing X" is een verkoopplatform dat de functies en voordelen van CRM, Commerce en CPQ combineert en verrijkt...

Odoo

4,2
#3 alternatief voor Proposify
Odoo is een volledig geïntegreerd, aanpasbaar, open source pakket van zakelijke toepassingen. Deze alles-in-één...

Axonaut

0
#4 alternatief voor Proposify
Axonaut is een cloudgebaseerde oplossing die kleine tot middelgrote bedrijven helpt bij het stroomlijnen van administrat...

Reviews

Totaalscore

4,5 /5
(256)
Prijs-kwaliteitverhouding
4,4/5
Functies
4,4/5
Gebruiksgemak
4,3/5
Klantenondersteuning
4,5/5

Heb je Proposify al?

Softwarekopers hebben je hulp nodig! Productreviews helpen anderen om goede beslissingen te nemen.

Schrijf een review!
5 van 256 worden weergegeven
Susan W.
Totaalscore
  • Sector: Bouw
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 1-5 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Love it.

Beoordeeld op 11/10/2019

Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and...

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.

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!

Matthew N.
Totaalscore
  • Sector: Internet
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Maandelijks 1-5 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 8.0 /10

Helping automate my freelance business

Beoordeeld op 18/9/2019

Very positive. My need was to cut down in repetitive work in creating proposals and sending out...

Very positive. My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed. An impressive feature is the ability to create dynamic proposals where clients can add on options and the total sum is adjusted accordingly.

Pluspunten

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.

Minpunten

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.

Overwogen alternatieven

PandaDoc en eversign

Redenen om over te stappen op Proposify

Seemed to me as the most straight forward solution with good integrations with tools that I was already using.

Antwoord van Pitch Perfect Proposal Software

Hi Matthew, thanks for leaving us a review. So great to hear how Proposify is helping you create dynamic sales docs! We also appreciate your integration feedbackwe'll share it with our team. Happy closing!

Scott R.
Totaalscore
  • Sector: Public relations en communicatie
  • Bedrijfsgrootte: 2-10 werknemers
  • Maandelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 8.0 /10

Fleixible and Professional Proposal Software

Beoordeeld op 28/7/2021

Proposify helps me develop professional looking proposals that are easy to share with prospects and...

Proposify helps me develop professional looking proposals that are easy to share with prospects and easy to edit.

Pluspunten

I like the various options that are included on the platform that make it easy to customize a proposal. The templates included are also quite helpful. Also the metrics options to see engagement rates for proposals is a great way to get insight into the possible interest of prospects.

Minpunten

For the text boxes, a spellcheck featured is badly needed.

Antwoord van Proposify Inc.

Hi Scott, thanks for leaving this review!

We're happy to hear you love our software and proposal tracking, but you're right we don't have spell-check in our editor, but if you use a Grammarly integration, you can use it with the Editor in Proposify!

We hope this helps - Happy closing and thanks again for all your feedback.

Matt S.
Totaalscore
  • Sector: Muziek
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 1-5 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 4.0 /10

Great in concept, but buggy

Beoordeeld op 11/4/2017

We switched to Proposify from Bidsketch to solve a bunch of problems. Proposify is great on the...

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.

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!

Mustafa M.
Totaalscore
  • Sector: Kantoorbenodigdheden
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 1-5 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Out of Scope Reach to our Clients

Beoordeeld op 13/9/2019

The ability to build my proposal with just fews clicks and moving it directly to my client with...

The ability to build my proposal with just fews clicks and moving it directly to my client with ability to review details about how my customers view and understand from their behavior details about how they interact with it.

Pluspunten

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

Minpunten

Less relative templates of the proposals

Overwogen alternatieven

Odoo

Redenen om over te stappen op Proposify

It was easier to handle my proposal building and better as cost.

Antwoord van Pitch Perfect Proposal Software

Hi Mustafa, thanks for writing us a review! We're glad to hear that you're enjoying Proposify and that the client viewing metrics are valuable (having proposal insight is such a game-changer). Best of luck with any upcoming proposals, and happy closing!

5 van 256 worden weergegeven Lees alle reviews

Proposify - Veelgestelde vragen

Hieronder zie je enkele veelgestelde vragen over Proposify.

Proposify kent de volgende prijsmodellen:

  • Vanaf: US$ 49,00/maand
  • Prijsmodel: Gratis versie, Abonnement
  • Gratis proef: Beschikbaar

Proposify heeft de volgende typische klanten:

Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

Proposify ondersteunt de volgende talen:

Engels

Proposify ondersteunt de volgende apparaten:

Android (mobiel), iPhone (mobiel)

Proposify kan worden geïntegreerd met de volgende toepassingen:

Basecamp, Drift, FreshBooks, Harvest, Highrise, HubSpot CRM, Insightly, Intercom, Keap, Olark, Pipedrive, Podio, QuickBooks Online Advanced, Salesforce Platform, Stripe, Vidyard, Xero, Zapier, Zoho Books

Proposify biedt de volgende ondersteuningsopties:

E-mail/helpdesk, Veelgestelde vragen/forum, Kennisbank, Chatten

Gerelateerde categorieën

Bekijk alle softwarecategorieën die gevonden zijn voor Proposify.