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
/
5 240 avis
Excellent
165

Très bien
56

Moyen
10

Médiocre
3

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


Josh O.

A Proposal tool for big kids

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.

http://www.signal-interactive.com


Traduire avec Google Translate
Utilisateur vérifié

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.


Traduire avec Google Translate
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
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

Josh O.
Secteur d'activité: Marketing et publicité
Taille de l'entreprise: 13-50 employés
Traduire avec Google Translate

A Proposal tool for big kids

Logiciel utilisé toutes les semaines pendant 6 à 12 mois
Publié le 05/10/2016
Provenance de l'avis : GetApp

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.

http://www.signal-interactive.com

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Utilisateur vérifié
Secteur d'activité: Marketing et publicité
Taille de l'entreprise: Auto-entrepreneur
Traduire avec Google Translate

Great looking proposals & sales tracking, but some glitches.

Logiciel utilisé toutes les semaines pendant plus d'un an
Publié le 19/12/2019
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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.

Traduire avec Google Translate

Réponse de 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!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 7.0/10

Susan W.
Secteur d'activité: Construction
Taille de l'entreprise: 2-10 employés
Traduire avec Google Translate

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 avec Google Translate

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

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

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 avec Google Translate

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 240 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 240 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 240 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