Proposal branding
Allows users to create branding rules and/or scan proposals for brand compliance.
Cat avg: 8.5
Top Performing Features
Proposal templates
Allows users to utilize proposal templates for standard proposal layouts, with variable fields.
Cat avg: 7.8
Proposal distribution
Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.
Cat avg: 8.7
Proposal content library updates
Users can update saved proposal language and standard proposal content.
Cat avg: 8.5
Worst Performing Features
Guided proposal creation
A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.
Cat avg: 7.5
Proposal automation user interface
User interface for setting up proposal automation is user friendly and easy to navigate.
Cat avg: 7.2
User permissions/proposal editing controls
Users can set appropriate, granular controls over who can view vs. edit elements of proposals.
Cat avg: 7.5
Proposify Features from Reviews
Proposal Creation & Organization
Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.
7.6-3%
Proposal branding
Allows users to create branding rules and/or scan proposals for brand compliance.
Category average: 8.5
Proposal templates
Allows users to utilize proposal templates for standard proposal layouts, with variable fields.
Category average: 7.8
Proposal content library updates
Users can update saved proposal language and standard proposal content.
Category average: 8.5
Guided proposal creation
A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.
Category average: 7.5
Searchable proposal database
Proposals are organized in a central repository; users can easily locate proposals within the database.
Category average: 7.8
Proposal Collaboration & Workflow
Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.
5.6-24%
Proposal collaboration & approval
Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.
Category average: 8
User permissions/proposal editing controls
Users can set appropriate, granular controls over who can view vs. edit elements of proposals.
Category average: 7.5
Sales proposal workflow
Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals, and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.
Category average: 7.5
Proposal automation user interface
User interface for setting up proposal automation is user friendly and easy to navigate.
Category average: 7.2
Proposal Delivery
Features related to the distribution of proposals to clients and client interactions with proposals.
7.5-6%
Proposal distribution
Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.
Category average: 8.7
Interactive proposals
Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.
Category average: 7.3
Proposal content tracking
Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal
Category average: 8
Proposify Features from the Vendor
Proposal Creation & Organization
Vendor-contributedProposal branding
Allows users to create branding rules and/or scan proposals for brand compliance.
Proposal templates
Allows users to utilize proposal templates for standard proposal layouts, with variable fields.
Proposal content library updates
Users can update saved proposal language and standard proposal content.
Guided proposal creation
A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.
Searchable proposal database
Proposals are organized in a central repository; users can easily locate proposals within the database.
Proposal Collaboration & Workflow
Vendor-contributedProposal collaboration & approval
Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.
User permissions/proposal editing controls
Users can set appropriate, granular controls over who can view vs. edit elements of proposals.
Sales proposal workflow
Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals, and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.
Proposal automation user interface
User interface for setting up proposal automation is user friendly and easy to navigate.
Proposal Delivery
Vendor-contributedProposal distribution
Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.
Interactive proposals
Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.
Proposal content tracking
Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal