Proposify helped EverLine improve their sales process for 59 franchises. Before, EverLine used basic PDF proposals that were hard to customize and track. With Proposify, they added images, videos, an...d interactive pricing to proposals. The platform integrated with their CRM and gave better analytics. EverLine saw higher close rates and could tailor follow-ups for each franchise. The Proposify team gave hands-on help with setup and proposal creation.
Events Services Case Studies and Success Stories with Proposify
CASE STUDY Fern Expo
Proposify helped Fern Expo fix their broken proposal process. Fern had problems with inconsistent proposals and lost over a million dollars due to mistakes. Proposify gave Fern a single platform for ...proposal management. Fern grew from one user to 24 licenses. Fern increased revenue by 200% after using Proposify. The platform made their proposals consistent and protected their brand.
Accounting Case Studies and Success Stories with Proposify
CASE STUDY YHB CPA
Proposify helped YHB CPA modernize their proposal process. Before Proposify, YHB CPA used manual Word documents and emails, which caused errors and wasted time. The firm needed a solution that integr...ated with HubSpot, was easy to use, and supported team collaboration. Proposify centralized proposal assets, improved professionalism, and reduced manual work. The support team and onboarding process made the transition smooth for YHB CPA.
Proposify helped Abdo, a top accounting firm, fix their slow and error-prone proposal process. Before, Abdo used PowerPoint and Word, which caused mistakes and wasted time. With Proposify, Abdo now u...ses templates and integrates with Zoho CRM. The team saves time and works faster. They can track proposals and keep branding consistent. Proposify’s support team made the switch easy for Abdo.
Proposify helped JAN-PRO of Raleigh, NC move their sales process online. Before, they used Microsoft Word and delivered proposals in person. With Proposify, they now send digital proposals and contra...cts. This let them keep awarding franchises and signing clients during COVID-19. The team uses Proposify for onboarding, training, and contract management. The drag-and-drop interface made switching easy. Proposify set them apart from competitors who had to shut down.
Computer Software Case Studies and Success Stories with Proposify
Case Study ByteChek
Learn How Proposify had a central place to collaborate with the ByteChek team and prospects on their deal documents, integrate with their CRM and task tracking tool, and could bring personalization t...o their proposals.
Learn How Proposify had a central place to collaborate with the ByteChek team and prospects on their deal documents, integrate with their CRM and task tracking tool, and could bring personalization t...o their proposals.
Learn How Proposify had a central place to collaborate with the ByteChek team and prospects on their deal documents, integrate with their CRM and task tracking tool, and could bring personalization t...o their proposals.
Learn How Proposify had a central place to collaborate with the ByteChek team and prospects on their deal documents, integrate with their CRM and task tracking tool, and could bring personalization t...o their proposals.
Transportation/Trucking/Railroad Case Studies and Success Stories with Proposify
CASE STUDY Razr Logistics
Proposify helped Razr Logistics close deals 10 times faster. The company struggled with slow, manual proposal processes and inconsistent documents. Proposify streamlined proposal creation and enabled... fast e-signatures. Integration with Pipedrive improved visibility and efficiency. Razr Logistics saved thousands in insurance claims and sped up operations.
Management Consulting Case Studies and Success Stories with Proposify
CASE STUDY Seraph Consulting
Proposify helped Seraph Consulting speed up their proposal process. Before, they used Word documents and took up to a week to send proposals. This slowed their growth and made it hard to meet urgent ...client needs. With Proposify, they built reusable templates and integrated with HubSpot. The tool was easy for non-designers and made proposals look professional. Proposify’s support team helped with setup and made the switch smooth.
Professional Training & Coaching Case Studies and Success Stories with Proposify
CASE STUDY Sandler Training
Proposify helped Sandler Training speed up their proposal process. Before, using Excel, it could take up to a month to close a deal. With Proposify, they now close deals in half the time, sometimes w...ithin 24 hours. Clients can sign contracts online, making the process easier and more professional. Sandler Training now has a 90% return rate on contract signatures. The team saves time and can focus more on business growth and client success.
Proposify helped Dimensional Innovations improve their proposal process. Before, the team struggled with copying and pasting between Word and Excel, leading to lost documents and poor quality control.... With Proposify, they created a single, customizable template for all proposals. Integration with Salesforce made pulling opportunities and setting approvals easy. The new system made proposal creation faster and more efficient for their 25-person sales team.
Proposify helped High Impact speed up their proposal process. High Impact now sends over 1,300 proposals a year using Proposify. The platform cut proposal creation time in half. Proposify’s editor an...d integrations let the team work faster and more efficiently. 80% of High Impact’s clients are repeat business. Clients love the clear, professional proposals made with Proposify.
Information Technology and Services Case Studies and Success Stories with Proposify
CASE STUDY ADT Cybersecurity
Proposify helped ADT Cybersecurity fix their proposal process. The team struggled with slow, error-prone Word docs and manual pricing. They missed out on deals because they could not draft and submit... bids fast enough. Proposify gave them a way to create consistent, accurate proposals and track sales activity. This made it easier to manage thousands of bid requests and stay ahead in the K-12 Erate channel.
Proposify helped VidCruiter organize and automate their proposal process. VidCruiter switched from messy Word documents to Proposify templates, making proposals more professional and consistent. The ...sales team saved over 100 hours each month. Proposify's automation and e-signature tools made it easier for clients to close deals. VidCruiter doubled its client base while keeping the same team size.
Proposify helped Nucleus Networks automate their sales document process. The company had challenges with manual workflows and document errors as they grew across Canada. Proposify replaced Word docum...ents and email estimates, making the process faster and more accurate. The team saw improved collaboration and confidence. Automation and centralization enhanced both client experience and internal efficiency.
Proposify helped Paradox scale their sales team by streamlining proposal creation. Paradox doubled their account executives and needed a consistent, scalable way to manage proposals. Proposify offere...d easy templates, a drag-and-drop builder, and Salesforce integration. The onboarding process was smooth, saving time for existing and new sales team members. Paradox used Proposify's professional services for fast proposal design and launch.
Other Industry Case Studies and Success Stories with Proposify
CASE STUDY 360clean
Proposify helped 360clean fix their sales process for over 70 franchise owners. Before, each franchise used different tools and had no control over quotes or pricing. This caused low profits and poor... service. With Proposify, 360clean created a consistent quoting system. Franchisees now use pre-approved templates and follow a clear process. The brand is stronger and franchise owners close deals with more confidence.
