"Proposify has helped me with the constant battle of needing to put out a proposal within a deadline vs. making sure it’s a quality, comprehensive proposal. It has made our process more efficient, which in turn gives me more time to focus on other important things in our business. Proposify is a great tool - it’s a staple for us now"
"That means we have more brain space and energy to solve the complex and fun challenges thrown our way - ultimately creating technology that helps our clients achieve their business objectives, grow their companies, and change the world one product or service at a time."
“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.”
"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. I couldn’t do that with a PDF or email without building out a bunch of other components. And it’s an important factor in closing deals"
"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, it makes it easy for them to get excited and say yes in Proposify"
"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 editor is also pretty intuitive, and if you're not sure about something or there's a new feature, you can usually find the answer for yourself very quickly in the Knowledge Base"
"With Proposify we’ve got a single source of truth, a single source that we should be working in. Coming in I didn’t want to overcomplicate our process. I think we have all the right tools with Proposify to get the job done"
"One of the things I’ve discovered along the way is the faster I can get a proposal into the client's hand after the point of a meeting the better chance I have of them not looking for one from somebody else. I think being hungry for work and being hungry to acquire a client means something to people. Delivering on that promise and showing folks that, ‘we really want to work with you and therefore here’s our proposal,’ is a pretty big deal for us. Proposify helps us do that"
"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"
“Having support to check in with when I need anything, and having them get back to me right away has been such a great help. I find if I don’t have a quick place to go to ask questions when I first sign up with a company, I’m less likely to stick with it. It’s clear that Proposify’s support team knows when you’re new, and want to help make that transition as smooth as possible; they’re really on top of it. I always appreciate that they make sure they’ve answered everything and that I understand. That’s huge”
"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 right away whether the deal is going to move forward"
"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 effect or the added benefit of being able to sign on his or her phone and accept the proposal instantly. That’s something that can’t compete with the traditional methods"
"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."
"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 six minutes – and without breaking conversation – I was able to set up a custom proposal, send it, and have them sign and pay immediately. What a rush of adrenaline"
"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 sending out a specific proposal for a medical animation, being able to show previous examples is enormous for us"