Proposify vs. Walnut

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

Great for SaaS companies looking to demo their products. We use it on sales calls and send it afterward. It can also be used before booking demos to show to potential customers, or by customer success to create a self-guided tour of a product. The customization options are great, as is the ease of creating demos.

Incentivized

• 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.

• Relatively easy to create demos
• Analytics
• Sharing

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

• Some of the UX around the demo creation is still a bit janky. For example, your work does not save automatically - you need to be constantly saving it or all your work will be lost.
• The organization of all of the demos is improving, but things still get lost.
• Ideally it would be easier to replace certain attributes in bulk.

Incentivized

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

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

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

Previously we created clickable demos in InDesign and XD. While clickable, they were nowhere near as realistic as Walnut, they lacked analytics, couldn't be customized, and they needed a designer to keep them updated. With Walnut, we can also add or remove features in a demo depending on what the customers' needs are.

Incentivized

• 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

• Previously, our demos were often out of date. This led to less satisfied customers buying things that weren't quite what we had. Customers now have a better idea of what to expect.

Incentivized