Proposify - Présentation

Description du logiciel Proposify

Proposify est un logiciel de proposition en ligne destiné aux équipes de vente modernes pour créer, envoyer, suivre et signer électroniquement les propositions, contrats et accords gagnants.

Le processus de soumission des propositions a été radicalement remanié de sorte que vos commerciaux consacrent moins de temps aux tâches manuelles et plus à la vente.

Proposify ne se limite pas au gain de temps, il vous permet de gérer l'accès de chaque commercial en lui attribuant des rôles, des autorisations et des espaces de travail. Vous disposez d'un contrôle total de la marque : type de contenu utilisable, design modifiable, envoi d'une proposition, etc. Vous évitez ainsi le blocage des processus et êtes plus serein. Enfin une solution qui satisfait les équipes de vente ET marketing.

Consultez le site web ou réservez une démo pour offrir à votre équipe de vente un avantage concurrentiel.

Proposify - Présentation

Prix

À partir de
19,00 $US/mois

Types de licence

Essai gratuit
Abonnement
Open source
Rapport qualité-prix

Proposify - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
États-Unis, Canada, Royaume-Uni, Australie
Langues
anglais

Médias

Vidéo de Proposify Capture d'écran pour Proposify : Capture d'écran pour Proposify : Capture d'écran pour Proposify : Capture d'écran pour Proposify :

Proposify - Avis

Proposify - Avis

Note globale
4,5
/
5
Excellent
173

Très bien
55

Moyen
11

Médiocre
4

Mauvais
8

Rapport qualité-prix
4,4
Fonctionnalités
4,4
Simplicité d'utilisation
4,3
Support client
4,5
91% des utilisateurs recommandent cette application
Kim T.

😍L'essayer c'est l'adopter

économie de temps, d'études de cas, allure professionnel


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.


Traduire avec Google Translate
Matthew N.

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.


Traduire avec Google Translate
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.


Traduire avec Google Translate
Shaun P.

Great for small businesses developing proposals for bigger projects.

Very positive experience with support, I've had little to query as its very easy to use and customise.


Traduire avec Google Translate
Kim T.
Secteur d'activité: Marketing et publicité
Taille de l'entreprise: Auto-entrepreneur

😍L'essayer c'est l'adopter

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 21/09/2019
Provenance de l'avis : Capterra

économie de temps, d'études de cas, allure professionnel

Avantages

Travaillant comme pigiste depuis peut, je manque incroyablement de temps et je n'ai pas eu autre choix que de tester et adopter des plateformes afin d'économiser temps et énergie et me consacrer à ce qui compte vraiment pour moi. Le développement de mon entreprise. Je ne me passerais plus jamais de proposify.
- Logiciel très intuitif
- Facile d'utilisation
- Les modèles déjà prêts
- Texte explicatif déjà en place.
- Design professionnel

Inconvénients

Le seul inconvénient à mon avis est qu'il n'a pas de traduction française, mais sincèrement avec Google Chrome ce n'est pratiquement pas problématique.. juste a traduire en 5 min

Réponse de Pitch Perfect Proposal Software

Hi Kim, thanks for taking a moment to review our software! So great to hear how Proposify is helping you grow your business, and we appreciate your feedback. Best of luck with any upcoming proposals!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Susan W.
Secteur d'activité: Construction
Taille de l'entreprise: 2-10 employés
Traduire en français
Traduire en français

Love it.

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 11/10/2019
Provenance de l'avis : 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.

Avantages

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

Inconvénients

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

Traduire en français

Réponse de 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!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Matthew N.
Secteur d'activité: Internet
Taille de l'entreprise: Auto-entrepreneur
Traduire en français
Traduire en français

Helping automate my freelance business

Logiciel utilisé tous les mois pendant 1 à 5 mois
Publié le 18/09/2019
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Traduire en français

Réponse de 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!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 8.0/10

Matt S.
Secteur d'activité: Musique
Taille de l'entreprise: 2-10 employés
Traduire en français
Traduire en français

Great in concept, but buggy

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 11/04/2017
Provenance de l'avis : 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.

Traduire en français

Réponse de 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!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 4.0/10

Shaun P.
Secteur d'activité: Services et technologies de l'information
Taille de l'entreprise: 2-10 employés
Traduire en français
Traduire en français

Great for small businesses developing proposals for bigger projects.

Logiciel utilisé toutes les semaines pendant 6 à 12 mois
Publié le 20/08/2020
Provenance de l'avis : Capterra

Very positive experience with support, I've had little to query as its very easy to use and customise.

Avantages

The library of content and examples is especially helpful. We've been able to develop proposals for our product offering and customise completely for every client.

Inconvénients

I would love integration between my FreeAgent.com account when a proposal has been authorised to automate the invoicing process.

Traduire en français

Réponse de Proposify Inc.

Hi Shaun, thanks for taking a moment to leave us a review. We'll be sure to share your integration suggestion with our team. Happy closing!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Recommandation utilisateur
8,9/10
Basé sur 251 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

Proposify - Prix

Proposify - Prix

À partir de
19,00 $US/mois
Essai gratuit
Abonnement
Open source
Rapport qualité-prix
Rapport qualité-prix
4,4/5
Basé sur 251 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

Proposify - Fonctionnalités

Proposify - Fonctionnalités

API
Analyse des ventes
Base de données de contacts
Données en temps réel
Fonctionnalité de recherche
Gestion des contacts
Gestion des flux de travail
Gestion des leads
Importation et exportation de données
Intégration CRM
Intégration de tiers
Modèles personnalisables
Notifications automatiques
Outils de collaboration
Rapports et statistiques
Rapports sur les ventes
Saisie de leads
Suivi des activités
Suivi des ventes
Tableau de bord d'activités
Fonctionnalités
4,4/5
Basé sur 251 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Proposify - FAQ

Proposify - FAQ

Voici quelques-unes des questions fréquentes sur Proposify.

Q. Quels sont les types de licence disponibles pour Proposify ?

Types de licences disponibles pour Proposify :

À partir de: 19,00 $US/mois

Type de licence: Abonnement, Open source

Essai gratuit: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel Proposify ?

Nous n'avons pas d'informations sur les fonctionnalités de Proposify.

Q. Qui utilise Proposify ?

Utilisateurs habituels du logiciel Proposify :

PME, Grandes entreprises, À but non lucratif, Auto-entrepreneurs, Entreprises de taille moyenne

Q. Dans quelles langues Proposify est-il disponible ?

Langues dans lesquelles Proposify est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Proposify ?

Types de licences disponibles pour Proposify:

Abonnement, Open source

Q. Proposify prend-il en charge les appareils mobiles ?

Appareils pris en charge par Proposify :

Android, iPhone

Q. Avec quelles applications Proposify peut-il s'intégrer ?

Applications s'intégrant à Proposify :

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

Q. Quelles sont les ressources d'aide disponibles pour Proposify ?

Ressources d'aide disponibles pour Proposify :

FAQ, Base de connaissances, Support en ligne, Tutoriels vidéo