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"I’m in Proposify 90% of the time preparing the bids to go out; then our project managers are in there to send the proposals. Accounting uses it to get their information and numbers. It’s central to our work going in and out."
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"Proposify is so easy for the client. Rather than having to log into something, you just hit the green button, sign, and then that’s it. The closing process is just way simpler for them with Proposify"
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"The most valuable feature Proposify offers for both businesses is the ability to create a white label domain for our proposals. It screams that we’re venturing in with the latest technology. If someone sends over a Word document or just a PDF on its own, it doesn’t have the same …
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"It makes the experience real. We’re fortunate to work in an industry with appealing and exciting imagery, and with Proposify, we’re able to share that with the client in a way that we couldn’t with our previous proposals. When clients see what’s possible, and how close they are to it, …
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"If we have a client ask us to get them a proposal by tomorrow, we’re able to get it to them by tomorrow, and it could be a huge project for us. We love the fact that we can have a high-level scope meeting with a prospect, understand what their …
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"The number of proposals we were able to send out reflects in our sales. We were up 43% in 2018 over 2017, and anticipated growth this year, is expected to be 25-30%. Proposify, in combination with our other software tools, has helped with that trend and made the increases year …
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“If I had to go back to Microsoft Word, I’d quit. Our whole team is on the same page; we now have a system where everything is in one place, and no one is left wondering if there’s another version floating around.”
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"90% of our clients aren’t in Nashville so I like to include a 2-3 minute video in a lot of my proposals. It’s a chance to introduce myself and my company, plus I can give an overview of the proposal. Adding video provides the opportunity to make a personal connection. …
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"We’re using it every day. As much as we use Salesforce, our sales team is also using Proposify every day. I cannot imagine having to go back to creating quotes outside of Proposify"
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"The team finds Proposify super easy and straightforward. Everyone has their own account that they log into and use, so there's never any confusion, and because we’ve developed a handful of templates in our content library, everyone's very clear on what to use for what service we're pitching for. The …
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"Most of the time our clients are ready to buy but then it would be 3,4,5 days later before they got a proposal, and by that time they’ve kind of gone cold. With our templated proposals, I can send them a document right after we talk and we can assess …
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"I was really excited about Proposify because I realized it was the solution that we've been looking for; we’re able to produce something very quickly and deliver it electronically, but then, we still have the option to deliver it the old-fashioned way by printing out a book and binding it"
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“I’m not going back to Excel’s old fashioned ways, and I won’t be doing any proposals outside of Proposify now that I can create a contract in five minutes or less. From the beginning to when I hit send; it’s a lot faster and easier now that we’ve moved to …
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"I was delivering a website to a major client, and while we were chatting, I brought up the branding package we also offer, just looking to plant the seed for future business with them. They were interested right away and asked when they could sign a contract for it. Within …
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"80% of our clients are repeat business. In our templates we have a ‘Why work with us’ page, with a video of our testimonials. It’s great to have for new clients who haven’t worked with us before, or for existing clients to see our latest work. Beyond that, if we’re …