Proposify Overview
This is a summary of the comprehensive capabilities and benefits of Proposify based on over 7070 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Proposify, Qwilr, Better Proposals, Proposable Proposal Software, Loopio RFP, etc., all belong to a category of solutions that help Proposal Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Proposify is right for your needs? Our Cuspera AI engine can evaluate how Proposify fits your specific business needs, industry, and context. Get your personalized assessment report today.
Proposify supports business activities such as:
- Sales Document Management
- Engagement Management
- Helpdesk Management
- Collaboration
- Content Management
Proposify can help you with many business goals, such as Acquire Customers, Increase Sales & Revenue, Enhance Customer Relationships, Increase Customer Life Time Value, Scale Best Practices, etc. It can help manage these activities if you use E-Mail and Video for these needs. As a solution, Proposify's capabilities include Templates, Alerts: Popups & Notifications, Personalization, etc.
Proposify Marketing and Advertising Vertical is its biggest customer base.
Reviews
"Proposify put this innovative business back in control of their brand and customer experience while empowering 70+ franchise owners to confidently close deals. " - Lisa Morgan
Cuspera Reviews
19 buyers and buying teams have used Cuspera to assess how well Proposify solved their Proposal Management needs. Cuspera uses 7070 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Proposal Management needs.
Business Priorities
Acquire Customers and Increase Sales & Revenue are the most popular business priorities peers achieved using Proposify.
Use Cases
Peers recommend Sales Document Management , Engagement Management , Helpdesk Management , as the business use cases that they have been most satisfied while using Proposify.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Sales Document Management |
4.45/5 ★ |
"...I love how I'm alerted to a customer's interactions with a proposal, right down to the specific page activity...." Peer review by Consultant |
| proposal & quote management |
4.41/5 ★ |
"...It helped us to create high quality proposal template which are so easy to deploy to new clients...." Peer review by Danny M., Senior Partner, Information Technology and Services |
| contract management |
4.71/5 ★ |
"...It's made with the creative industries in mind and has a pretty nice default contract in place that can be used...." Peer review by Adam L., Managing Director, Design |
| digital signature |
4.92/5 ★ |
"...When my prospect opens the document they are presented not just with a PDF, but an interactive sales piece that provides rich content, clear navigation, and even captures their signature at the end...." Peer review by Clay P, Director Of Business Development |
| Engagement Management with E-Mail |
4.82/5 ★ |
"...Helps me to time the calls for follow-up...." Peer review by Bart Caylor, President & Founder, Caylor Solutions, Inc. |
| engaging and following up |
4.80/5 ★ |
"...My clients aren't bored with the info we present because its in a new, easy to follow, engaging to look at format...." Peer review by Anonymous Reviewer |
| Helpdesk Management |
4.56/5 ★ |
"...Sadly, at the time, the National Support Center had little involvement or oversight in the proposal process and neither did the franchise owners...." Case Study 360clean |
| PEER EXPERIENCES | |
|---|---|
| Sales Document Management |
4.45/5 ★ |
"...I love how I'm alerted to a customer's interactions with a proposal, right down to the specific page activity...." Peer review by Consultant |
|
| proposal & quote management |
4.45/5 ★ |
| contract management |
4.45/5 ★ |
| digital signature |
4.45/5 ★ |
| Engagement Management with E-Mail |
4.82/5 ★ |
"...Helps me to time the calls for follow-up...." Peer review by Bart Caylor, President & Founder, Caylor Solutions, Inc. |
|
| engaging and following up |
4.82/5 ★ |
| Helpdesk Management |
4.56/5 ★ |
"...Sadly, at the time, the National Support Center had little involvement or oversight in the proposal process and neither did the franchise owners...." Case Study 360clean |
|
44+ more Business Use Cases
Our AI advisor, Wyz, harnessed 7070 insights from peers and experts to help you assess how these Proposify use cases fit your Proposal Management needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Proposify put this innovative business back in control of their brand and customer experience while empowering 70+ franchise owners to confidently close deals. Testimonial By Lisa Morgan |
|
A big part of our sales team’s success is due to training and offering the best resources and support - whatever the sales reps think will help them close the deal, we want to provide for them. So, when they came to us and said, ‘Hey, the proposals are great but they take a really long time for us ...to put together and they're feeling a little stale. Is there anything we can do?’, we started looking for a solution, and that’s when we found Proposify. |
|
In the early days when my job was for $50, I didn’t have a proposal solution because I didn’t think it would really matter. As our budgets increased, our proposals just needed to be better looking, more robust, and have different features like video. That’s why we went to Proposify. Testimonial By Guy Bauer |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Lisa Morgan Director of Marketing 360clean |
Proposify put this innovative business back in control of their brand and customer experience while empowering 70+ franchise owners to confidently close deals. Testimonial By Lisa Morgan |
|
Joseph Barnes Director of Marketing Yellowstone Landscape |
A big part of our sales team’s success is due to training and offering the best resources and support - whatever the sales reps think will help them close the deal, we want to provide for them. So, when they came to us and said, ‘Hey, the proposals are great but they take a really long time for us ...to put together and they're feeling a little stale. Is there anything we can do?’, we started looking for a solution, and that’s when we found Proposify. |
|
Guy Bauer CEO & Creative Director Umault |
In the early days when my job was for $50, I didn’t have a proposal solution because I didn’t think it would really matter. As our budgets increased, our proposals just needed to be better looking, more robust, and have different features like video. That’s why we went to Proposify. Testimonial By Guy Bauer |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study Catalina ToursRead More |
|
Case Study Yellowstone LandscapeRead More |
|
Case Study Bang DigitalRead More |
Frequently Asked Questions(FAQ)
for Proposify
What is Proposify?
What is Proposify used for?
What are the top features of Proposify?
Who uses Proposify?
What are Proposify alternatives?
Where is Proposify located?
Popular Business Setting
for Proposify
Top Industries
- Marketing and Advertising
- Consumer Services
- Computer Software
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used Proposify to Acquire customers and Increase sales & revenue
Proposify Alternatives
Peer and Expert Opinion on Features
for Proposify
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (743) |
| Alerts: popups & Notifications | Read Reviews (98) |
| Personalization | Read Reviews (92) |
| Dashboard | Read Reviews (22) |
| Calculator | Read Reviews (19) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (743) |
| Alerts: popups & Notifications | Read Reviews (98) |
| Personalization | Read Reviews (92) |
| Dashboard | Read Reviews (22) |
| Calculator | Read Reviews (19) |
IT and Other Capabilities
for Proposify
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (227) |
| Data Export | Read Reviews (222) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (227) |
| Data Export | Read Reviews (222) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (738) |
| Phone Support | Read Reviews (26) |
| Chat Support | Read Reviews (50) |
| Email Support | Read Reviews (32) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (738) |
| Phone Support | Read Reviews (26) |
| Chat Support | Read Reviews (50) |
| Email Support | Read Reviews (32) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (118) |
| Custom Reports | Read Reviews (1242) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (118) |
| Custom Reports | Read Reviews (1242) |
Software Failure Risk Guidance
?for Proposify
Overall Risk Meter
Top Failure Risks for Proposify
Vendor Profile Details
Company Name
Proposify
Company Website
https://www.proposify.comHQ Location
1877 Hollis St, Halifax, Nova Scotia B3J, CA
Employees
1-10
Social
Financials
SERIES A
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