Proposify vs. Storylane

It is costly to properly set up Proposify and retain its use ongoing. If you have a plan to implement your proposals you can get some good cost-saving use from it. I cannot stress enough to have your assets, graphics, and snippets ready before you start. I also recommend that you fully understand templates and asset library or you will quickly be overwriting templates and themes with client-specific verbiage.

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Basically if you want to provide a walk-through of a website, then Storylane is well suited. I can't think of a scenario where it is less appropriate unless you are trying to use it for something it isn't intended for. I'm not sure if it will work with a WASM page, so if you are working with WASM, you should at least test that out.

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• TEMPLATES: The ability to work from customizable yet standardized templates allow for a consistent end-user experience for our clients, and elevates the perceived professionalism of our sales team.
• ANALYTICS: Unlike merely sending estimates or proposals via email, the tracking analytics available within Proposify's dashboard not only enables our project managers to more strategically engage with clients, but also gives our upper management an objective way to track the effectiveness of our sales team.
• EASE-OF-USE: Overall, Proposify's platform is easy to use and the UX is intuitive enough that the learning curve to use it is minimal.

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• Allows you to easily grab the visual assets to create a walk through.
• The analytics that are integrated give you a very specific view of engagement.
• Even the most complex web pages can be saved in Storylane, definitely a robust engine.

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• Export into Word would be useful
• SFDC integration sometimes doesn’t seem to search/find contacts/opps perfectly
• Some of controls (editing proposals and templates) could be more clear/intuitive
• Difficult for businesses where redlined contracts/proposals may find this software does not support client/vendor collaboration

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• The relationship between "pages" and "steps" can get very confusing if you are having to do a mass revamp of a saved story.
• Some of the interface is less than intuitive than it could be.
• I'm not a fan of mouse over features, I realize it is a modern metaphor, but it's a bad one.

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

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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.

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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.

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It was highly recommended by an associate and we have been on the receiving end of Proposify proposals and impressed by it. I don't recall if we looked at others but if we did they paled in comparison. There was no question as to using Proposify. It met all the needs, was easy to use, looks great and was exactly what we wanted and needed.

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They are both good products and pretty similar. Navattic definitely had some strong features, but with Storylane, they were incredibly responsive to requests for help and feature requests and it just "looked" better. Storylane also "felt" better in terms of working with it. There were some design flow decisions made with Navattic that I found to be a bit counterintuitive.

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• The detailed proposal has saved me time explaining a game plan to potential clients.
• They have customizable tables where the client can choose how many of a certain item they desire. For instance, if they want to buy graphics from you, they can choose how many. This allows for increasing profits by putting the choice in the customer's hand.
• When you send a contract you are alerted when a customer views the proposal. This has saved me time and money trying to go back and forth with my customers.

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• We were getting thousands of engagements on our Story's.
• We are able to use them as an educational resource when potential clients asked a question.
• The SDR's were able to use them as assets to create interest.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info