![Verified User in Manufacturing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Manufacturing")
AM

Verified User in Manufacturing

Mid-Market (51-1000 emp.)

9/11/2023

"Makes life easier for Marketing, too"

5/5

What do you like best about Proposify?

I'm writing this review as a Content Manager on the Marketing side of our organization. I collaborate closely with our Sales team. They're the primary day-to-day users, and I maintain things behind the scenes.

Before Proposify, we struggled with producing proactive proposals due to the hassle of our former process with Word templates. Ensuring the sales team had the correct version, personalization, and formatting issues made using the templates a last resort, and simply put, proactive proposals were rarely being put together for our prospects. The solution was typically to send individual brochures and pricing. Additionally, the proposals looked pretty basic since Word isn't designed for graphics-heavy content and requires the user be an advanced Word user and know all of its quirks. All in all, very time consuming.

We chose Proposify to simplify crafting compelling, personalized, and trackable proposals. We didn't even need to burden our in-house graphic designer for the implementation. While setting up the templates took some time up front, Proposify requires minimal template maintenance for us and offered the convenience of updating content in one place and applying it everywhere it showed up.

I appreciate Proposify's user-friendly interface, which allows me to easily keep content up to date, construct templates, make edits, and generate new templates on demand. Proposify has streamlined our proposal creation process and empowered our team with self-sufficiency.

The data provided on each proposal is also worthwhile to have for both Sales and Marketing. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The only frustration I've had is with creating pricing tables for the templates. Their support team has given me tips for a workaround, and has even pitched in to help when a lot of changes were needed. That has helped tremendously. There's a bug that sometimes causes some design issues in how the tables carry over from one page to the next, but last I heard this was being fixed. It has been a little tedious, but the customer success team has always been very helpful in remedying it and has been responsive to any issue we may have in a very short turnaround. Still, I dread any time our pricing structure changes, but it always gets resolved. Review collected by and hosted on G2.com.

What problems is Proposify solving and how is that benefiting you?

We used to rely on Word templates that never looked as polished as what we achieve with Proposify. Managing various versions of Word templates was challenging and often led to using outdated content. Additionally, the metrics we can now obtain through Proposify have been a game-changer for us. Review collected by and hosted on G2.com.

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Rating Updated (5/14/2024)
Current UserValidated ReviewerSource: Organic

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4.6 out of 5 · Verified reviews from real users

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