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
Open source
Abonnement
Rapport qualité-prix

Proposify - Fonctionnalités

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

Captures d'écran

Capture d'écran pour 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
171

Très bien
55

Moyen
10

Médiocre
4

Mauvais
6

Rapport qualité-prix
4.5
Fonctionnalités
4.4
Simplicité d'utilisation
4.4
Support client
4.6
92% des utilisateurs recommandent cette application
Kim T.

😍L'essayer c'est l'adopter

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


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.


Traduire avec Google Translate
Martin B.

Proposify is essential!

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


Traduire avec Google Translate
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.


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
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

Aislinn K.
Secteur d'activité: Conseil en gestion
Taille de l'entreprise: 13-50 employés
Traduire en français

Entreflow Consulting Group's use of Proposify

Logiciel utilisé toutes les semaines pendant plus d'un an
Publié le 19/04/2019
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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.

Traduire en français

Réponse de 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!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Martin B.
Secteur d'activité: Marketing et publicité
Taille de l'entreprise: 13-50 employés
Traduire en français

Proposify is essential!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 20/02/2020
Provenance de l'avis : Capterra

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

Avantages

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.

Inconvénients

Content pieces in the library are sometimes difficult to use. Editing the content pieces is sometimes cumbersome.

Traduire en français

Réponse de 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!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Julia D.
Secteur d'activité: Marketing et publicité
Taille de l'entreprise: Auto-entrepreneur
Traduire en français

Essential for sales tracking

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 31/03/2020
Provenance de l'avis : Capterra

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

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation

Probabilité de recommander le produit: 10.0/10

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

Recommandation utilisateur
8.9/10
Basé sur 246 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
Open source
Abonnement
Rapport qualité-prix
Rapport qualité-prix
4.5/5
Basé sur 246 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 leads
Importation et exportation de données
Intégration CRM
Intégration de tiers
Intégration des e-mails
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 246 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Vidéos et tutoriels

Vidéos et tutoriels

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: Open source, Abonnement

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 :

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

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:

Open source, Abonnement

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, Insightly, LeadMaster, Pipedrive, Retently, Teamwork Projects, 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