Proposify Übersicht

Was ist Proposify?

Proposify ist eine Online-Angebotssoftware, mit der moderne Vertriebsteams erfolgreiche Ausschreibungsangebote, Verträge und Vereinbarungen erstellen, senden, verfolgen und elektronisch unterzeichnen können. Das Unternehmen hat den Angebotsprozess revolutioniert, sodass deine Mitarbeiter*innen weniger Zeit für manuelle Aufgaben aufwenden und mehr Zeit mit dem verbringen können, was sie am besten können: verkaufen. Mit Proposify sparst du jedoch nicht nur Zeit: Mit zuweisbaren Rollen, Berechtigungen und Arbeitsbereichen kannst du den Zugriff aller Vertriebsmitarbeiter*innen verwalten. Von der Art der Inhalte, die sie verwenden können, über die Bearbeitung des Designs bis hin zum Versand eines Angebots hast du die volle Kontrolle über die Marke und die Sicherheit, ohne dass dabei der Prozess behindert wird. Endlich eine Lösung, die sowohl Vertrieb als auch Marketing glücklich macht. Wenn du bereit bist, deinem Vertriebsteam einen Wettbewerbsvorteil zu verschaffen, besuche die offizielle Website des Herstellers und buche eine Demo.

Proposify Übersicht

Preis

Beginnt ab
19,00 $/Monat

Preisoptionen

Gratis Testen
Open Source
Abonnement
Preis-Leistungs-Verhältnis

Proposify Funktionen

Geräte
Unternehmensgröße
K M G
Märkte
Australien, Kanada, Europa, Vereinigtes Königreich, Vereinigte Staaten von Amerika
Unterstützte Sprachen
Englisch

Screenshots

Proposify Screenshot:
Proposify Screenshot: Proposify Screenshot: Proposify Screenshot: Proposify Screenshot:

Proposify Bewertungen

Proposify Bewertungen

Gesamtbewertung
4.5
/
5 240 Nutzerbewertungen
Ausgezeichnet
165

Sehr gut
56

Durchschnitt
10

Gering
3

Schlecht
6

Preis-Leistungs-Verhältnis
4.5
Funktionen
4.4
Bedienkomfort
4.4
Kundenbetreuung
4.6
92% haben diese Anwendung empfohlen
Josh O.

A Proposal tool for big kids

I love this thing and use it all the time. Before I got this program I was shuffling through Word docs on my computer and constantly rewriting brand new proposals for each prospect. Proposify helped me streamline my process for kicking out really great looking proposals. The absolute best part of the whole tool is how it allows each party to e-sign the contract right inside the program. Really handy and beats the pants off asking someone to print, sign, scan, and send back. It's the real deal and honestly I couldn't go back to send someone a pdf from my word doc or whatever. This is way better.

http://www.signal-interactive.com


Mit Google übersetzen
Verifizierter Rezensent

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.


Mit Google übersetzen
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.


Mit Google übersetzen
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.


Mit Google übersetzen
Scott R.

So far, so good

I've only been using it for about a month, but so far so good. Looking forward to really learning the ins and outs and creating more templates in the process.


Mit Google übersetzen
Josh O.
Branche: Marketing & Werbung
Untern. Größe: 13-50 Mitarbeiter
Mit Google übersetzen

A Proposal tool for big kids

Wöchentlich für 6-12 Monate genutzt
Bewertet am 5.10.2016
Quelle der Bewertung: GetApp

I love this thing and use it all the time. Before I got this program I was shuffling through Word docs on my computer and constantly rewriting brand new proposals for each prospect. Proposify helped me streamline my process for kicking out really great looking proposals. The absolute best part of the whole tool is how it allows each party to e-sign the contract right inside the program. Really handy and beats the pants off asking someone to print, sign, scan, and send back. It's the real deal and honestly I couldn't go back to send someone a pdf from my word doc or whatever. This is way better.

http://www.signal-interactive.com

Vorteile

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.

Nachteile

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.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Verifizierter Rezensent
Branche: Marketing & Werbung
Untern. Größe: Selbstständig
Mit Google übersetzen

Great looking proposals & sales tracking, but some glitches.

Wöchentlich für Mehr als 1 Jahr genutzt
Bewertet am 19.12.2019
Quelle der Bewertung: 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.

Vorteile

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.

Nachteile

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.

Mit Google übersetzen

Antwort von 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!

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 7.0/10

Susan W.
Branche: Bau
Untern. Größe: 2-10 Mitarbeiter
Mit Google übersetzen

Love it.

Täglich für 1-5 Monate genutzt
Bewertet am 11.10.2019
Quelle der Bewertung: 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.

Vorteile

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

Nachteile

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

Mit Google übersetzen

Antwort von 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!

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Matt S.
Branche: Musik
Untern. Größe: 2-10 Mitarbeiter
Mit Google übersetzen

Great in concept, but buggy

Täglich für 1-5 Monate genutzt
Bewertet am 11.4.2017
Quelle der Bewertung: 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.

Mit Google übersetzen

Antwort von 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!

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 4.0/10

Scott R.
Branche: Öffentlichkeitsarbeit und Kommunikation
Untern. Größe: Selbstständig
Mit Google übersetzen

So far, so good

Wöchentlich für 1-5 Monate genutzt
Bewertet am 18.9.2019
Quelle der Bewertung: Capterra

I've only been using it for about a month, but so far so good. Looking forward to really learning the ins and outs and creating more templates in the process.

Vorteile

It is intuitive. I've tried other SaaS companies in the proposal/presentation/documents space and Proposify was easy to use and learn from moment one.

Nachteile

Wish it offered one or two more active proposals on its Tall plan. Sometimes, you just need a little bit more, but not the other end with an unlimited amount.

Mit Google übersetzen

Antwort von Pitch Perfect Proposal Software

Hi Scott, thanks for taking a moment to write a review for us. We're happy you chose Proposify! Definitely let us know your feedback in a few months once you've learned the ins and outs, too. Best of luck with any upcoming proposals, and happy closing!

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 9.0/10

Nutzerempfehlung
8.9/10
Basierend auf 240 Benutzerbewertungen
Vergleiche Nutzerempfehlungen mit Alternativen
Mit Alternativen vergleichen

Proposify Preis

Proposify Preis

Beginnt ab
19,00 $/Monat
Gratis Testen
Open Source
Abonnement
Preis-Leistungs-Verhältnis
Preis-Leistungs-Verhältnis
4.5/5
Basierend auf 240 Benutzerbewertungen
Vergleiche das Preis-Leistungs-Verhältnis mit Alternativen
Mit Alternativen vergleichen

Proposify Funktionen

Proposify Funktionen

API
Aktivitäts-Dashboard
Aktivitäts-Verfolgung
Anpassbare Vorlagen
Automatische Benachrichtigungen
Berichterstattung und Statistik
CRM-Integration
Daten-Import / -Export
E-Mail-Integration
Echtzeit-Daten
Integration von Dritten
Kontakt-Datenbank
Kontaktmanagement
Lead-Erfassung
Leadmanagement
Suchfunktion
Verkaufsanalyse
Verkaufsberichterstattung
Verkäufe nachverfolgen
Werkzeuge zur Zusammenarbeit
Funktionen
4.4/5
Basierend auf 240 Benutzerbewertungen
Vergleiche Funktionen mit Alternativen
Mit Alternativen vergleichen

Kategorien

Videos und Anleitungen

Videos und Anleitungen

Proposify Häufig gestellte Fragen

Proposify Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Proposify.

F. Welche Preispläne bietet Proposify an?

Proposify bietet folgende Kostenpläne an:

Beginnt ab: 19,00 $/Monat

Preismodell: Open Source, Abonnement

Gratis Testen: Verfügbar

F. Was sind die Hauptfunktionen von Proposify?

Wir haben keine Informationen über die Funktionen von Proposify

F. Wer sind die typischen Nutzer von Proposify?

Proposify hat die folgenden typischen Kunden:

Freie Mitarbeiter, Großunternehmen, Mittlere Unternehmen, Non-Profit, Kleine Unternehmen

F: Welche Sprachen werden von Proposify unterstützt?

Proposify unterstützt die folgenden Sprachen:

Englisch

F. Welche Preispläne bietet Proposify an?

Proposify hat folgende Preismodelle:

Open Source, Abonnement

F. Unterstützt Proposify mobile Geräte?

Proposify unterstützt die folgenden Geräte:

Android, iPhone

F. Mit welchen anderen Applikationen integriert Proposify?

Proposify kann in folgende Anwendungen integriert werden:

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

F. Welche Varianten der Kundenbetreuung bietet Proposify an?

Proposify bietet folgende Optionen für Kundensupport:

Häufig gestellte Fragen, Wissensdatenbank, Online-Support, Video-Anleitungen