Jotform vs. Proposify

With a vast selection of pre-designed templates to choose from, ranging from event registrations to customer feedback surveys, JotForm caters to a broad spectrum of needs. Each template is fully customizable, allowing you to align the form's aesthetics with your brand identity effortlessly. JotForm has arrived to streamline and elevate your processes to a whole new level.

Incentivized

We use proposals for client contracts. They are several pages long with a lot of legalese. We also use them for NDA contracts with clients. Mainly we use Proposify for client project proposals. The proposals include description, main project points, price, timing, scope, process, cost, and everything the client can expect. I like that we were able to design a custom cover for our proposals. Proposify does one thing very well and that is proposals. I like that it doesn't try to be everything

Incentivized

• The ease of use is my favorite part of the Jotform. You don't have to be an IT guru to use it, but the results of your creation will surely make people think you are.
• Jotform keeps all my event request organized and accurate.
• Editing forms is done with ease.

• So our favorite feature is the huge time savings. If anybody's ever done proposals on Word or Excel; it’s a head wreck. Proposify is great because there are beautiful templates there ready to go, it saves you a ton of time, and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.
• There are great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal and when they've signed off on it. But you can also go into the app and see how much time people are actually spending looking at your proposal.
• Because you send out the proposals and you can have automated reminder emails, there’s communication back and forth within the proposal that you can have-- the clients can actually write notes back and forth. It just makes the whole thing super smooth and it integrates with most of your CRMs out there.

• I would love for Jotform to offer an a la carte for some of the products like maybe we pay for more form views and submissions but not all the other stuff.
• Flexibility in css.
• More options in the name field, maybe I want the last name first or for it to be a full one entry box.
• A phone number entry field.

Incentivized

• The text editor is slow, buggy, and the Achilles heel of the Proposify platform. It got worse with the launch of their new UI.
• The new interface was launched way before it was ready for prime-time. As a result, there are still quite a few bugs Proposify has yet to fix. Once you upgrade to the new interface, you can't go back.
• It's not uncommon to have sections of a proposal disappear entirely from the PDF version.
• Depending on the browser, formatting can be far different that the creator intended.

Incentivized

It's exceptional software

We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us

Incentivized

It is very user-friendly and intuitive. The interface is very simple and straightforward. The elements are easily accessible even without having any prior knowledge of the interface. The customer support is incredibly awesome. They respond to you within 24-48hrs tops. They also provide a list of questions and answers that have already been asked.

Incentivized

Overall it's great. There's definitely a learning curve, and I wish that some things were easier to use. For example, changing images isn't the easiest thing to do in it, but I'd love to be able to quickly add and change header images in my proposals. So far I've figured it out, but each time I do it I forget how it's done since it's not intuitive.

Incentivized

Their support is truly awful and negligent [in my opinion]. It's rare for me to get so mad as to write a review about it but given what we do, I think it's necessary to document it. We work in mental health and having client data [transmitted] through the API correctly can be a matter of life and death for someone in crisis. We have had repeated issues with this in JotForm and reset the integration multiple times and yet it continues. [In my experience] tags don't transmit, complete contacts are absent, or parts of data [are] missing despite being mapped. [Again, per my experience] their support will initially respond and then you hear nothing. It's been a huge issue and we are leaving them as a result. [I feel] it's truly infuriating and negligent.

I've actually never used Proposify support, so I'm unable to speak about it. I suppose that's a good thing. If I did need to use it, I would hope that they'd be responsive and intelligent, but, again, since everything has worked smoothly I don't really know how the support functions or how good it is.

Incentivized

Had to opt for Jotform to open in a separate window for some of my phones as being intergrated into my own site caused restricted viewing problems on some devices like mobiles.

Incentivized

Compared to Google and Microsoft, Jotform has a lot more features. I particularly love the e-signature because it makes the form feel more trustworthy for our team.

When compared to the other form builders, it is frankly too expensive for us to use them, while Jotform has just enough features for casual users like us.

Incentivized

We looked for a solution after we spent countless hours and years maintaining a MS Word Template system. Proposify takes many features and streamlines them, mak[ing] them interactive and clean. It's nice to digitally deliver a proposal that a customer can view online- it ads a "creative expectation" for a design agency to fulfill this approach facing a client. It's expected rather than a MS Word doc sent via email or printed and hand delivered. The export to PDF is a nice feature if you need to print.

Incentivized

• It saved me time. Within minutes I was able to create and share forms to collect demographic data.
• While struggling to use another software, I thought of Jotform and it was able to assist me with collating the data I had to confirm results previously obtained.
• I could not easily identify what new information was provided in a resubmission by a respondent.

• The use of templates within Proposify has empowered our sales team to reduce the amount of time it took to send out a proposal by almost 50%!
• The ability to add user-selectable "add-ons" to a proposal saw a 10% increase in overall sale price.
• Developing the templates within the somewhat limited parameters that Proposify's design interface offers did require some significant time from our design team.

Incentivized