Proposify est un logiciel de proposition en ligne pour les secteurs du web design et du marketing. Tout le monde sait à quel point l'écriture et la création de propositions peuvent être difficiles. La rédaction de propositions a toujours été une corvée et c'est en cherchant un meilleur moyen d'y arriver que Proposify est né !
Le puissant éditeur de conception personnalisée permet aux utilisateurs de personnaliser facilement l'apparence de la proposition, en combinant les fonctionnalités d'Adobe Indesign, de Google Docs, de Microsoft Word et de PowerPoint pour faciliter la création de propositions. Plus qu'un simple éditeur de documents avec des outils de conception, il rationalise également l'ensemble du flux de travail d'écriture de proposition.
Avantages
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.
Inconvénients
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.
As the owner of a Digital Agency in a crowded marketplace, it's important to be better at every opportunity. Proposify allows us to do that. It's made with the creative industries in mind and has a pretty nice default contract in place that can be used.
Of course, as per all contracts, it's important to get it checked/re-written by a professional to make sure it's 100% legal and enforceable.
Proposify gives a decent depth of analytics on user behavior from the moment they open your proposal. They also track the proposal journey through to the client and allows the option to add an auto follow up to non-signed/opened proposals. Clients always comment on how much they love how easy it is to digitally sign our proposals/contracts and some have even incorporated Proposify in their business.
Proposify allows you to create different proposal templates. We use this feature to have a proposal for each of our services and then we just tweak the scope of services to the individual client's requirements on the fly. All of a sudden, a proposal that looks like it took over an hour is out the door in 10 minutes. The early bird catches the worm and Proposify makes it so we can close deals faster.
The only thing very slightly negative regarding Proposify is the pricing. It's certainly one of the most expensive platforms we pay for on a monthly basis however it isn't unaffordable. It may be a bit of a stretch for a small business to pay for regularly and the 5 proposal limit on the lower plan is quite restrictive for the price. They used to offer 10 proposals for that price which seemed much better value to me, however, they're constantly updating, improving and adding integrations and they're a business after all so need to bring the revenue in.
All in all, don't hesitate, just sign up! You won't regret it.
Avantages
Integrations.
Looks.
Functionality.
User Friendliness.
Inconvénients
Pricing but it's not too bad.
Our company went from delivering Word documents that lacked credibility or InDesign files that weren't universally available to our clients to being able to shoot professional proposals via an active website link. As a digital marketing agency, this was exciting for clients looking for a progressive team to bring fresh ideas.
In addition to its easy-to-use client interface, I have had zero issues training team members to use the software. The number of "wow, that's cool" and "it's really that easy?" comments are a testament to the thoughtfulness that Proposify put into creating this platform. And, maybe the most important aspect for me when it comes to anything I use, their customer service is second-to-none. Their quick responses and personal replies make asking for assistance a non-issue... which is saying something coming from a stubborn man such as myself.
Avantages
Easy to use, great looking and amazing customer service
Inconvénients
The text formatting can become an issue from time to time. For example, an entire sentence might turn bold when I try and only bold a few highlighted words. These things are all easily fixed but can become a slight frustration when working against a timeline. That being said, a Proposify team member has been great help every time I reach out regarding any issue.
Avantages
Want to create quick, professional-looking proposals? Look no more! Our company has been extremely satisfied with Proposify. It has condensed what used to be long hours of tedious work, into few. The Tall plan is great for small companies; under this plan you can have up to 5 active proposals and can easily export PDF versions of proposals at any time. The ability to see when the client has opened the proposal has kept us from having to send those nagging reminder emails (we all cringe at). You can also see how much time the client has spent looking at each section of the proposal, which often helps us gage their interests even before they provide feedback. But the best feature of this application, by far, is that you can easily duplicate old proposals so you do not have to start from scratch every time. If you are looking for a tool to help you shovel your proposals out the door more quickly, Proposify won’t let you down.
Inconvénients
When two or more people are trying to make edits to the same proposal simultaneously, edits and updates do not always save correctly.
I own a Landscape Architecture firm called Stack Rock Group. We design sustainable, high-performance landscapes nationwide. I searched for months and tried several platforms before deciding on Proposify. Our proposals blow our competitors out of the water and our clients love how they look and how advanced we are. We write tons of proposals and Proposify makes it super simple to track them and for our clients to view and accept them. I seriously can't remember my proposal writing life before Proposify. It will be a cold day the next time I open up InDesign to write a proposal. Proposify is easy to use. Support is awesome. I can't think of a reason not to use Proposify.
Avantages
Templates are super easy to use and to customize. Saving my own templates for different customer segments is stupid simple. Customer support is awesome and so responsive. Every proposal we have turned out with Proposify has looked amazing and our conversion rate has increased 20%.
Inconvénients
The only con is there isn't YET a mobile app that will allow me to enter new customers and send a proposal from my iPad.
Voici quelques-unes des questions fréquentes sur Proposify.
Types de licences disponibles pour Proposify :
À partir de: $25/mois
Type de licence: Open source, Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Proposify.
Utilisateurs habituels du logiciel Proposify :
Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, Organismes à but non lucratif, PME
Langues dans lesquelles Proposify est disponible :
anglais
Types de licences disponibles pour Proposify:
Open source, Abonnement
Appareils pris en charge par Proposify :
iPhone
Applications s'intégrant à Proposify :
APIANT, FreshBooks, HubSpot CRM, HubSpot Marketing, Insightly, LeadMaster, Pipedrive, Retently, Teamwork Projects, Xero
Ressources d'aide disponibles pour Proposify :
FAQ, Base de connaissances, Support en ligne, Tutoriels vidéo
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.
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