G2

Mark D.

Small-Business (50 or fewer emp.)

3/24/2018

"Winning Contracts with Consistency"

4/5

What do you like best about Proposify?

Proposify is simple and easy to use while giving us the ability to replicate previous proposals that have a similar scope of work. The asset database and customizable features are super easy to navigate and inject into our proposal flow, pair that with trackable client activity and you have a perfect system. Our potential clients regularly comment on Proposify and how easy it is to navigate, this gives us a leg up while saving us literally countless hours of time developing complex proposals. The ability for us to inject contracts, signing capabilities, previous content, budgets and timelines make Proposify a natural choice for anyone looking to save time and effort while delivering style and technology to the table. Proposify has one us over $500,000 dollars in business since we have started using the system over two years ago, you simply cannot argue with our closing rate. As a small to medium agency Hero Creative has saved literally hundreds of hours, this directly translates into our company saving money. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Perhaps the next evolution for Proposify will be to dip into the template arena and allow clients to access a preset database of template designs. Automation would be cool, for example, if we loaded in a client scope of work and the system pre-populates that would make each proposal feel less like a copy and paste from a previous version. The system in the past has been a little buggy but it seems like they have fixed those issues, and actually if we refreshed the browser it always fixed the issues. The last pain-point for use is clicking around can sometimes feel a little cumbersome, feels like a small amount of UX help would set this off. Review collected by and hosted on G2.com.

Recommendations to others considering Proposify:

If you are considering Proposify, I would highly recommend making sure your content, look and feel are on point prior to entering into the system. We are lucky in that we have a content person and a graphic designer on our team so creating visually compelling proposals came pretty natural to us but I can see how for some this might be a large gaping hole. They do make it easy as they have some templates available so thats good! Review collected by and hosted on G2.com.

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

Time saving, trackable results period. If we tracked the amount of time our last proposal writing system would take per proposal we were in at about 3 to 4 hours and for Hero Creative that equates to time lost. With Proposify, we can scope out a proposal to completion sometimes within 30-40 minutes. Our proposal look cool, clients love them, they are simple and easy to use and the contract is right in there. Proposify has easily saved us probably over $40,000 in two years and we have gained back roughly 400 hours during that time. Proposify has also solved our ability to give the system over to other team members who can then easily write and produce a proposal which then moves into copywriting internally. So they have also given us the ability to cross team collaborate on proposals, so thats pretty cool also. Review collected by and hosted on G2.com.