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
Ausgezeichnet
171

Sehr gut
55

Durchschnitt
10

Gering
4

Schlecht
6

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

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.


Mit Google übersetzen
Martin B.

Proposify is essential!

We use Proposify for all of our Quotes - we track won/lost and the electronic signature capability.


Mit Google übersetzen
Julia D.

Essential for sales tracking

It definitely makes the sales process and tracking thereof easier as you can document together all steps along the way.


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
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
Aislinn K.
Branche: Unternehmensberatung
Untern. Größe: 13-50 Mitarbeiter
Übersetzen nach: Deutsch

Entreflow Consulting Group's use of Proposify

Wöchentlich für Mehr als 1 Jahr genutzt
Bewertet am 19.4.2019
Quelle der Bewertung: Capterra

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.

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.

Übersetzen nach: Deutsch

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!

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 9.0/10

Martin B.
Branche: Marketing & Werbung
Untern. Größe: 13-50 Mitarbeiter
Übersetzen nach: Deutsch

Proposify is essential!

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 20.2.2020
Quelle der Bewertung: Capterra

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.

Übersetzen nach: Deutsch

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!

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 9.0/10

Julia D.
Branche: Marketing & Werbung
Untern. Größe: Selbstständig
Übersetzen nach: Deutsch

Essential for sales tracking

Täglich für 6-12 Monate genutzt
Bewertet am 31.3.2020
Quelle der Bewertung: Capterra

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.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort

Weiterempfehlungsquote: 10.0/10

Matt S.
Branche: Musik
Untern. Größe: 2-10 Mitarbeiter
Übersetzen nach: Deutsch

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.

Übersetzen nach: Deutsch

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

Verifizierter Rezensent
Branche: Marketing & Werbung
Untern. Größe: Selbstständig
Übersetzen nach: Deutsch

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.

Übersetzen nach: Deutsch

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

Nutzerempfehlung
8.9/10
Basierend auf 246 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 246 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 246 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