I like Proposify for being the real workhorse for our sales team, taking the grunt work out of writing, sending, and chasing proposals. The Salesforce integration is the part I lean on hardest because I only have to update a deal in one place, and everything flows through. Our Salesforce admin built out the tracking views so I can see exactly where each proposal sits without flipping between tabs. Marketing has taken to it too, since they finally have a way to lock down our branding and boilerplate language without playing whack-a-mole every time a rep tweaks a template. Review collected by and hosted on G2.com.
The one thing I'd change is the notification setup. I'd love custom alerts that fire when a proposal has been sitting unopened for a set number of days. Right now I'm setting calendar reminders for myself, which feels like a step backward when the tool already knows when something's gone cold. A few smarter built-in nudges would tighten up our follow-up game across the team. I'd want a rule-based system where I can set my own triggers, like 'ping me if a proposal hasn't been opened in five days' or 'alert me when a prospect views the pricing page twice in one session.' Right now the existing notifications are pretty binary, so a layer of conditional logic on top would let each rep build a follow-up cadence that matches how they actually work their deals. Review collected by and hosted on G2.com.
We're thrilled to hear that Proposify has been a valuable asset for your sales team, especially with the Salesforce integration and branding control for marketing. I appreciate your feedback on the notification setup, and I'm excited to tell you that the new version of Proposify has the notification preferences based on days since it hasn't been opened! Would love to show you that feature if you reach out to me.