VidCruiter
- Information Technology And Services
- Medium
Moncton, Canada
Proposify helped VidCruiter double its client base. VidCruiter switched from Word documents to Proposify for proposal management. The sales team... now saves over 100 hours each month. Proposify improved proposal quality and messaging consistency. VidCruiter can now track proposals and monitor sales performance. The company competes better with larger rivals and delivers a more professional client experience.
Paradox
- Information Technology And Services
- Medium
Scottsdale, USA
Proposify helped Paradox scale its sales team by standardizing proposal creation. The sales team doubled in size, but proposals were... inconsistent and hard to manage. Proposify's Salesforce integration and drag-and-drop builder made it easy to create, update, and track proposals. Templates and synced updates saved time and improved proposal quality. Now, account executives can generate on-brand proposals in minutes and keep all information current.
Nucleus Networks
- Information Technology And Services
- Medium
Vancouver, Canada
Proposify helped Nucleus Networks automate their proposal process. The team replaced manual Word documents and email estimates with standardized templates.... This change reduced admin work and sped up proposal creation from 15 minutes to as little as 5 minutes. Automation features improved accuracy and compliance. Clients now enjoy a faster, more professional experience when signing documents. The sales team gained better tracking and insights into their proposal pipeline.
ADT Cybersecurity
- Information Technology And Services
- Large
Boca Raton, USA
ADT Cybersecurity used Proposify to handle thousands of high-volume proposals for K-12 Erate bids. Before Proposify, the team struggled with... manual Word docs and Excel pricing, leading to errors and missed opportunities. Proposify gave them standardized templates, pricing tables, and tracking tools. Sales reps now track proposal status, manage complex pricing, and respond faster to RFPs. The team saves time, reduces errors, and keeps their brand consistent in every proposal.
ADT Cybersecurity
- Information Technology And Services
- Large
Proposify helped ADT Cybersecurity fix their proposal process. The team struggled with inconsistent documents and pricing errors. They had trouble... tracking thousands of bids for K-12 Erate projects. Proposify gave them a way to create uniform, branded proposals and track sales activity. This made it easier to manage high volumes and reduced manual errors. The sales team now responds faster and with more accuracy.
Accounting Case Studies and Customer Success Stories with Proposify
YHB CPA
- Accounting
- Medium
Winchester, USA
Proposify helped YHB CPA modernize their proposal process. Before, the team used Word documents and manual tracking, which caused delays... and errors. With Proposify, YHB centralized proposal assets, improved collaboration, and integrated with HubSpot. The team now creates proposals faster and with fewer mistakes. Clients and prospects notice the more professional look. The marketing team saves time and works more efficiently.
Proposify helped Abdo, a top accounting firm, speed up their proposal process. Before, Abdo used PowerPoint and Word, which caused... errors and wasted time. With Proposify, they now use templates and analytics to track proposals. The team saves time and keeps their brand consistent. Abdo saw higher close rates and better client engagement. Proposify's Zoho CRM integration was key for their team.
Design Case Studies and Customer Success Stories with Proposify
Dimensional Innovations
- Design
- Medium
Overland Park, USA
Proposify helped Dimensional Innovations fix a slow, complex proposal process. Before, their sales team struggled with Word and Excel, losing... track of versions and wasting time. With Proposify, they use a single, detailed template for all proposals. The Salesforce integration lets them pull opportunities and set up approvals. Now, proposals go out faster, collaboration is easier, and signatures come in quicker. The customer success team made onboarding smooth and reliable.
Razr Logistics
- Transportation/Trucking/Railroad
- Medium
Centennial, USA
Proposify helped Razr Logistics close deals 10x faster. The sales team used to wait days for signed proposals. Now, they... send and sign proposals in minutes from anywhere. E-signatures on pricing and insurance terms saved the company hundreds of thousands of dollars in claims. The team gained visibility into the sales process and saved 500 hours per quarter, cutting $40,000 in admin costs. Proposify templates and CRM integration made adoption easy for their 15-20 sales reps.
Construction Case Studies and Customer Success Stories with Proposify
EverLine
- Construction
- Medium
Calgary, Canada
Proposify helped EverLine cut proposal creation time by 65% for 59 franchises. Before, EverLine used basic PDFs and manual processes... that slowed sales and made follow-ups hard. With Proposify, they added images, videos, and dynamic pricing to proposals. The platform integrated with their CRM and gave analytics on client activity. Franchisees now track win rates and tailor follow-ups. EverLine saw a dramatic increase in closing rates and better sales performance.
Events Services Case Studies and Customer Success Stories with Proposify
Fern
- Events Services
- Medium
Cincinnati, USA
Fern used Proposify to fix a disjointed proposal process that once cost them over a million dollars. Proposify gave Fern... brand consistency, content control, and better collaboration across 30+ locations. Proposal production became faster, with 75-80% fewer people needed. Fern's close rates rose by 35-40%. Since adopting Proposify, Fern's revenue grew by over 200%.
Sandler Training
- Professional Training & Coaching
- Medium
Baltimore, USA
Proposify helped Sandler Training cut their proposal process from a month to just one day. Before, they used Microsoft Excel... and had a five-step process that was slow and hard to manage. Now, clients can sign proposals online, making it faster and easier. Sandler Training saw a 90% return rate on contract signatures. The team spends less time on paperwork and more time growing their business.
Proposify helped Seraph, a consulting firm, speed up their proposal process. Before, it took days or even a week to... send proposals. With Proposify, Seraph can now create proposals in minutes using templates and CRM integration. The team reduced errors and improved brand presentation. Clients noticed faster turnaround and a smoother experience, boosting satisfaction.
Consumer Services Case Studies and Customer Success Stories with Proposify
JAN-PRO of Raleigh, NC
- Consumer Services
- Medium
Raleigh, USA
Proposify helped JAN-PRO of Raleigh, NC move their sales process online. Before, their team delivered proposals in person, which was... slow and hard to scale. With Proposify, they now send digital proposals, track client engagement, and get contracts signed faster. Sales reps spend less time traveling and more time closing deals. The team increased their close rate and reduced onboarding costs. Proposify's features let them adapt quickly during the COVID-19 pandemic.
Proposify helped High Impact close over 1,000 deals in a year. The team sends out more than 1,300 proposals annually... using Proposify’s editor and fee tables. Proposal creation time was cut in half. Integration with Pipedrive made sales processes faster. 80% of clients are repeat business, and clients prefer proposals sent through Proposify.
Other Industry Case Studies and Success Stories with Proposify
360clean
- Cleaning Services
- Medium
Charleston, USA
Proposify helped 360clean unify their sales process for over 70 franchise owners. Before, each location used different tools and methods,... causing confusion and lost profits. With Proposify, 360clean created branded templates and trained owners to send quotes fast and on-brand. Now, franchisees close deals quickly and customers get a consistent experience. Over 3,000 sales documents have been sent using Proposify, boosting confidence and control across the company.
