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Proposify

Tekpon Score
8.2

Proposify Reviews

& Product Details

What is Proposify?

Proposify is Sales Acceleration and Document Management Software that addresses challenges in the sales document process. It aids growing teams by eliminating document bottlenecks and enhancing visibility during the crucial closing stage of the sales cycle.

The software resolves issues such as time-consuming proposal creation, duplication of effort, lack of visibility, and errors in documents. Proposify simplifies these problems with features like design and content templates, central content libraries, pre-approved content workflows, and streamlined proposal workflows.

With Proposify, sales reps can send winning proposals with minimal effort. The platform provides insights into the proposal’s status throughout the sales cycle, including whether prospects have viewed the proposal, which pages they’ve seen, and for how long.

Proposify enhances the client experience by offering modern proposal viewing with interactive pricing, e-signatures, and videos. The software offers customization, flexibility, and a user-friendly interface to make the proposal process efficient and visually appealing.

In summary, Proposify streamlines the sales document process by providing templates, content libraries, and analytics to improve efficiency, accuracy, and client engagement, making it an effective solution for modern sales teams.

Best For

Untangle your sales document process with the leading proposal.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Proposify

  • Located In

    Canada

  • Website

    proposify.com

Starting from:

$49 /month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

This tool has two plans. Team for 49 USD, and Business Plan for a customizable pricing plan. For more info, check on their website.

  • Activity Dashboard
  • Collaboration Tools
  • Contact Management
  • Content Management
  • For Sales Teams/Organizations
  • Reporting/Analytics
  • Workflow Management

Additional Features

  • Alerts/Notifications
  • Product Catalog
  • Document Management
  • Automatic Formatting
  • Customizable Templates
  • Specialty Contracts
  • Version Control
  • Reporting & Statistics
  • Real Time Notifications
  • Digital Signature
  • Pipeline Management
  • RFP Creation
  • Customizable Branding
  • Activity Tracking
  • Real Time Data
  • Drag & Drop
  • Customizable Fields
  • Templates
  • Third Party Integrations
  • Sales Trend Analysis
  • Electronic Signature
  • Approval Process Control
  • Pricing Management
  • Price and Cost Calculations
  • Document Templates
  • Progress Tracking
  • Access Controls/Permissions
  • Search/Filter
  • CRM
  • Cataloging/Categorization
  • Proposal Generation
  • API
  • Status Tracking
  • Process/Workflow Automation
  • Chat/Messaging
  • Contract/License Management
  • Template Management
  • Knowledge Base Management
  • Pre-built Templates
  • Customizable Reports
  • Document Automation
  • Content Library
  • Discount Management
  • Product Configurator
  • Configurable Workflow
  • Team Collaboration
  • Document Storage
  • Quotes/Estimates
  • Audit Trail
  • Reminders
  • Document Review

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4.6
Global Average Score
Score4.57/5
Reviews2,663
  • Customizable Templates

    Users appreciate the ability to quickly create and customize professional proposal templates, saving time and improving proposal quality.

  • Integration Capabilities

    Seamless integration with various CRMs such as HubSpot, Salesforce, and Pipedrive enhances workflow efficiency.

  • Collaboration Features

    Proposify’s collaboration tools, including progress tracking and centralized dashboards, facilitate teamwork.

  • Versatility

    Besides proposals, the software is effective for contracts, NDAs, and other business documents.

  • User-Friendly Interface

    The platform is praised for its intuitive and easy-to-use interface, making it accessible even for non-technical users.

  • Content Fitting Issues

    Some users encounter difficulties fitting all content neatly onto proposal pages.

  • Glitches

    Occasional software bugs and glitches can disrupt the user experience.

  • Limited Proposal Access:

    Users have only a 5-day window to download and archive proposals after an agreement ends, which can be inconvenient.

  • Learning Curve

    Initial setup and learning how to fully utilize the software’s features can be time-consuming.

  • Customer Support

    While some reviews highlight excellent customer service, others mention slow response times and unhelpful support.

Disclaimer

Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.

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