Proposify vs. Sofon Proposal Organizer

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

In my opinion, the most valuable characteristic of SPO is that by answering simple questions a very complex product can be configured; therefore the scope of delivery is defined very well. In addition, SPO has great flexibility to manage prices and costs. However, SPO is configurator of parts that allows incorporating basic design rules for their selection. SPO is not a optimised for developing complicated engineering design rules.

• 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.

• Sofware works correctly with no crashes
• Sofon's support is quick and efficient
• User-friendly interface
• Easy maintenability
• Wide range of Sofon products allows for expanding the software scope

• 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

• Give us an easier way to configure from an admin point of view
• More reporting possibilities

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

Incentivized

Generally speaking the company is satisfied with SPO; knowledge on how to use SPO and on how to code in the product have been developed, and has led to good results. In addition, customer service provided by Sofon is efficient and quick. Finally, SPO guarantees that product -specific knowledge stays in-house, reducing the risk of 'knowledge leakage to competitors.

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

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

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

The previous product we used was developed by ourselves so my experience is very limited. I can say that having a software like SPO we can configure the product without any programming experience and this makes things faster and better. Moreover, I can say that MS Office compatibility is a strong point.

• 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

• Fast lead conversion
• Increased sales representatives effort