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
Preisoptionen
Proposify Funktionen
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Proposify Bewertungen
Proposify Bewertungen
Entreflow Consulting Group's use of Proposify
For any of you who have suffered through the time suck fun of writing proposals on a regular basis, Proposify is going to be an awesome app for you or your clients.
Proposify is essential!
We use Proposify for all of our Quotes - we track won/lost and the electronic signature capability.
Essential for sales tracking
It definitely makes the sales process and tracking thereof easier as you can document together all steps along the way.
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.
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.
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Entreflow Consulting Group's use of Proposify
Vorteile
our favourite feature; huge time savings. If anybody's ever done proposals on Word or Excel; it’s head wreck. Proposify is great because there's beautiful templates there ready to go, it saves you a ton of time and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.
The other top features are that there's a super easy editor to use, great content library, there’s the signature function in there to get your signature to get to a proposal signed off on. There's great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal, and when they've signed off on it. But, also, you can go into the app and see how much time people are actually spending looking at your proposal, which I think is kind of sneaky but it surprises me how little time people actually spend reading your proposal. Spoiler alert: people don't read their contracts.
Nachteile
the startup integration is cool but we'd like to see a little bit more love in that space. So once the Stripe payment is taken could the clients get a receipt? That might be helpful, we have to go and actually manually create that in Quickbooks, so it's a little bit of love required on that, I think it was more of an after fact for them and they've just left it to Stripe to kind of manage it.
Antwort von Pitch Perfect Proposal Software
Hi Aislinn,
Thanks for taking the time to leave us a review. We do have an article in our Knowledge Base that walks you through how to send your client a receipt from a Stripe transaction via the payment dashboard, if you'd like to reduce the time spent manually entering the information into Quickbooks - http://support.proposify.com/api-and-integrations/invoicing-and-billing/stripe. That being said, we appreciate your feedback - our Development team is always working on improving the user experience, and your comments are helpful for future updates!
Best of luck with your upcoming proposals, and happy closing!
Proposify is essential!
We use Proposify for all of our Quotes - we track won/lost and the electronic signature capability.
Vorteile
The Proposal Editor has all of the necessary components. We have developed a complete set of Proposal Templates which makes creation of a Professional document in minutes.
Nachteile
Content pieces in the library are sometimes difficult to use. Editing the content pieces is sometimes cumbersome.
Antwort von Pitch Perfect Proposal Software
Hi Martin, thanks for taking a moment to write a review of our software! Amazing to hear how Proposify is helping you effortlessly create professional-looking proposals in minimal time. We also appreciate your feedback; it helps us make Proposify an even more powerful tool. Happy closing!
Essential for sales tracking
It definitely makes the sales process and tracking thereof easier as you can document together all steps along the way.
Vorteile
The best feature are the templates for various industry. I use this soft and I recommended to many of my clients as it helps create great looking proposals, keeps track of your sales funnels.
Nachteile
Pricing is pretty high if you do not send out proposals on a regular basis. Also some functionality can be a bit unstable or slower to respond.
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.
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!
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.
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.
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!
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Proposify Preis
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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
For any of you who have suffered through the time suck fun of writing proposals on a regular basis, Proposify is going to be an awesome app for you or your clients.