The ease of populating and sending proposals.

Often, I am proposing similar jobs, so I love the ability to create a proposal, then spin new proposals off of my original. It really saves time and give me consistently branded proposals. Images and graphics are easily brought in, too, so your proposal will stand out from the run-of-the-mill black print on white paper document.

I have been using this product for quite a while, and it has indeed increased our proposal writing efficiency... but that's maybe more a statement about SaaS RFP systems in general. Proposify has a caching system in place that can make editing documents problematic. I often find myself struggling for 30 minutes while formatting a single heading or a paragraph as the caching traps an error - frequently having to start over (new page) to resolve the issue. This has also occurred with addition tables (fee tables) as sometimes the math breaks (cached). Another point of frustration is a lack of a rollback. Ctrl-Z sometimes works but if you delete a heading or a line of text you will have to retype it out. Ultimately your work should first be applied in a text editor outside the Proposify platform. It's not all bad - I do love the content library and template system (huge time saver) and the use of text snippets so that you can quickly access reusable content. They offer good support and are responsive - and they do make continual updates and improvements to the system. The big issue for us is that it takes a while to set up your templates and content library - and jumping ship would be an investment. I recommend trying multiple platforms before committing.

I think most people can agree that figuring out the proposal is the most painstaking part of a project. It usually takes more time than expected and doesn't contribute to the bottom line. That's where Proposify comes in handy. We started saving so much time and manpower on the proposal aspect of the project, it allowed us to reach more companies in less time and with the beautiful design and feel of the proposal, we had an easy leg up on our competition.

I love this product! Since we have started using Proposify our close rate has increased. The proposals are so easy to put together! When a client says "send me a proposal" I don't dread it anymore. The templates and drag and drop editor make it really quick, simple and professional looking. My only suggestion would be to integrate with some additional CRM programs. I do love that it integrates with Freshbooks, it makes getting paid for the proposal even easier! Great job, and I would recommend for any agency, or service based business.