Proposify

Pros: saves time with reusable templates, Transparent client interaction tracking, Strong branding customization

Cons: Steeper learning curve for advanced features, Pricing can be high for small teams

Pros: The ability to send professional proposals is incredibly useful

Cons: Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease

Pros: I do like that you can tell a story in the presentation of the proposal.

Cons: It takes a lot to set up the presentation pages to make it look good and helpful.

Pros: It allows you to create proposals very fast.

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

Pros: Easy to use, great starter templates and easy to customize.

Cons: Sometimes deliverability is tricky - I always recommend sending a separate followup email with the link

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

Cons: I have no complaints or complications with this service

Pros: It has helped our organization create more professional customer facing proposals

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

Pros: Once we established a MS word template to customize scope of work, we then create PDF which has simplified everything else; it works well for what we need.

Cons: Difficult to customize and navigate but effective proposal tool plus my coordinator is able to log in as well so we both have access to our proposals as needed.

Pros: I enjoy the ability to create templates and streamline my proposals. Having a built out system to continually turn around proposals efficiently has helped me win more deals.

Cons: Sometimes the formatting of terms and conditions and table building for pricing can be a bit glitchy when copy & pasting new terminology or updating pricing.

Pros: I love the way you can build pricing tables and templates into a proposal. Then you can customize even further with added personalization.

Cons: It gets a bit wonky with cache with your PC-- so you have to refresh reguarly to make sure things are saving. Then it takes some learning to know where to click with you mouse to drag/drop and open menus.

Pros: I like how user-friendly it is. It's easy to pick up and learn how to use it. This makes it easier for some of our less tech-savvy colleagues.

Cons: Copying and pasting from Word into Proposify. Most of our account reps work on their own financial documents in Microsoft Word. When they copy and paste it into Proposify, it looks terrible. Extra spaces added, and bullet points don't transfer. It's a headache to go back and clean up. This discourages my colleagues from using Proposify.

Pros: It's very user-friendly and easy to add slides. It's easy to adjust tables or pricing or anything that I need to change.

Cons: I don't like it when new updates are made. but that's not a big deal. I know adjustments and improvements are important.

Pros: Easy to use and integrates well with CRM

Cons: I like the platform alot nothing I dont really like.

Pros: I like the product's overall capability to help with producing very professional looking proposals - it has been very nice to use.

Cons: Wish that there was a Window's like undelete feature, just in case something is edited that you want to backtrack on. A bit unforgiving in that area.

Pros: clean presentation and the ability to add templated material

Cons: sometimes editing can be difficult if while using a template

Pros: It's easy to use and saves time on the creation of my proposals.

Cons: There are some features I wish it had, but the UX reaches out several times a year to discuss how the user experience is.

Pros: The ability to send out proposals and also track client viewing time.

Cons: Editing is a little clunky, its getting better, but still not as seamless as MS word or other word editing software. Also, it would be great if there could be an administrator role that can "sign" for the proposals instead of waiting for the consultant that was listed as signatore.

Pros: The ease of putting together a proposal. client management

Cons: tracking issues with a proposal being viewed or downloaded

Pros: Keeps track of all proposals and their status, all companies and contacts. Easy to duplicate an existing proposal and modify, copy link and put into an email

Cons: It takes too long to load, look up, go back etc. Too slow

Pros: I liked that the program was easy to use.

Cons: 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.

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

Cons: Buggy, difficult to use, terrible service

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

Cons: Not single problem with Proposify. It is quite effective.

Pros: Keeps track of all our outstanding proposals, and seeing who has viewed the proposal and when. Notification of when a proposal is won or lost

Cons: Takes a bit of practice to work out the best way to use the app for your needs. I wish it integrated with Quickbooks Enterprise