"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"
“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 the 21st century.”
"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"
"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"
"On the whole, we’re doing things 100% better than we did a year ago, and 100% better than we did the year before that, and Proposify is certainly the best customer-facing reflection of that"
"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"
"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"
"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"
"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"
"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"