Time-saving features and an excellent proposal presentation. The WYSIWYG format is great, and once the templates are set up, proposal creation time is reduced by about 80%. Pricing is also quite reasonable for individual users.
MF
Miguel F.
Software DeveloperInformation Technology and ServicesMid-Market (51-1000 emp.)
We organized the Content Library around the parts of a technical proposal that tend to cause problems later on: API development, migrations, authentication, environments, post-launch support, and client responsibilities. We also store frequently used diagrams, pricing blocks, and implementation tables there. When our support policy changes or we stop offering a specific integration version, we update the approved source once, instead of hoping everyone remembers which older proposal needs to be corrected. Sections can be created directly in the library and then inserted into documents or templates. That lets us reuse the parts that should stay consistent without forcing every proposal into the same rigid structure. Variables are simple, but they’ve prevented some very visible mistakes. We use them for the client, company, owner, value, dates, and other project-specific details. In an earlier implementation, an internal draft went out with another client’s name buried inside a technical section that had been copied manually. Since moving those details into Variables and mapping them from the opportunity, that risk has dropped significantly.
We help modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements. Proposify is the proposal software that gives you control and insight into the most important stage of your sales process: the close. From design to sign-off, get the confidence and consistency to dominate your deals. This is how you close.