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
Kosten
Preisoptionen
Proposify Funktionen
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Proposify Bewertungen
Proposify Bewertungen
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.
Helping automate my freelance business
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.
Professional, fast and easy tool
We love the fact that what is being sent out is consistent as far as branding and language, that it is really easy for the prospects to read and execute, and that the salespeople actually use it!! It has been a great addition to our sales toolkit!
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.
Essential for sales tracking
It definitely makes the sales process and tracking thereof easier as you can document together all steps along the way.
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Love it.
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.
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!
Helping automate my freelance business
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.
Vorteile
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.
Nachteile
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.
Antwort von 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!
Professional, fast and easy tool
We love the fact that what is being sent out is consistent as far as branding and language, that it is really easy for the prospects to read and execute, and that the salespeople actually use it!! It has been a great addition to our sales toolkit!
Vorteile
Our salespeople are delighted with Proposify. It has provided a professional, consistent, fast and easy way to submit proposals to prospects. It has also made it very easy for the prospects to respond and execute proposals. Our close rate on proposals has increased and I expect to see that continue.
Nachteile
We sometimes hit a snag when trying to edit our templates, but when that has happened the Proposify tech support team has been a great help. We get immediate responses to our questions and great help.
Antwort von Pitch Perfect Proposal Software
Hi Cindy, thank you so much for leaving us your feedback! We're glad to hear that Proposify is a welcome addition to your sales toolkit. Happy closing!
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!
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.
Antwort von Pitch Perfect Proposal Software
Hi Julia, thanks for taking a moment to leave us a review. We appreciate your feedbackhappy closing!
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Proposify Preis
Proposify Preis
Vergleiche das Preis-Leistungs-Verhältnis mit Alternativen
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Proposify Funktionen
Proposify Funktionen
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Kategorien
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, Xero
F. Welche Varianten der Kundenbetreuung bietet Proposify an?
Proposify bietet folgende Optionen für Kundensupport:
Häufig gestellte Fragen, Wissensdatenbank, Online-Support, Video-Anleitungen
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.