"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"
"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"
"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 needs are, then produce a robust proposal for all their requirements in two days or less. We heard a statistic that says businesses close 70-75% more deals if a proposal is sent to a client within 48 hours; Proposify has allowed us to get proposals out just that quickly"
"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"
"We can track how many proposals people are sending, and I can spot check Proposify at any time to see what the pipeline is looking like and what are the hotter leads, instead of just looking at Salesforce or other tools that we use. It gives me a better insight into the sales team and what they’re doing. We have control over what they’re sending out and we no longer have to worry about messaging consistency, and that’s fantastic from both a marketing and management point of view"
"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."
"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 over year possible. In particular, sales in the off season months have gone up 125% overall, which we all think is fantastic. We’re able to capture those people who are thinking of making a trip on a whim. It’s nice to be able to have a grab on that market where previously this business wouldn’t be able to do anything inside of 72 hours."
"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"
"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’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.”
“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”