June 30, 2017

Proposals can be complex documents and usually include timelines, pricing, services, testimonials, case studies and information about the company.

Modified for each project or client, they’re often created in Word or InDesign. Without question, the whole process is very time-consuming and can take up a big chunk of any company’s business development time and budget.

Proposify PartnerHere at The Hope Factory, we’re big fans of Proposify to create proposals, and we wanted to share why.

There’s a lot of appeal in going digital compared with a paper, calendar and email based system. A single platform that already contains the design, image libraries, allows team collaboration and a customer experience that closes the sale up to 60% faster is a winner.

We use Proposify because we wanted our proposals to communicate well and be turned around quickly to meet our client expectations.

Our proposals look sleek and professional – they are, after all, a major part of our brand expression – and are easy for clients to read.

We also wanted a cloud-based system so that our team could collaborate and use assets like case studies, testimonials and portfolio libraries. 

Clients had to be able to view the proposal quickly and refer back to it if they needed to. Proposify means we know when clients are viewing the proposal and what they’re focusing on. This is a valuable knowledge set when you’re doing client follow up.

Here are the top features that have ensured Proposify is one of our favourite professional apps to use.

Design: The templates, especially with some modification, look professional and on-brand, delivering a solid client impression right out of the blocks.

Proposify template library

Proposal library: You can collate your best testimonials, case studies, service descriptions and more in the library, meaning everything is at your fingertips when you’re creating proposals, and proposals are going out packed with relevant, consistent content.

Proposify Content Library

Speed: This method is so much faster that using InDesign or Word templates. It’s worth signing up for a free trial just to try it yourself.

Proposify design

Track the pipeline and follow up: The dashboard in Proposify is fantastic and shows at a glance all of the proposals in the pipeline, which client has viewed which proposals and who needs following up.

Proposify pipeline

Pricing tables: The pricing section is often where clients look first, so it has to look good. The pricing tables in Proposify look great (and better than most of the competitors) and have an intuitive set of controls for the person creating them.

The digital sales trail: You get custom URLs for clients to view proposals on, you can set up automatic follow-ups, and you can see when clients have viewed the document.

Proposify proposal snapshot

One online review had this to say about these sales trail features: “I saw that a ‘lost or dead’ proposal was viewed long after I had sent it to the potential client and lost contact, so I reached out to them again since I was able to see they looked at it again. I got the contract.”

Signatures: One of our favourite features is the ability to get contracts signed super fast (right after a client approves a proposal). This saves so much 'going back and forth' time.

Proposify signatures

Printing: People still print and hand out proposals and most of the proposal platforms don’t print at all, or look terrible when they’re printed. Proposify is hands down the best in this respect.

Support: In our experience, the support offered by Proposify is excellent, and there are plenty of five-star support reviews to back this up.

Security: Proposify partner with Amazon Web Services, use 128-bit SSL encryption, and create daily backups... so your pricing and proposals are safe.

    The digital proposals space is still evolving and there is room for all of the leading providers out there to improve the offer. That said, when we advise our clients on a proposals platform, we back Proposify as having the best features, functionality, dashboard, look and feel in the market right now.  

    Watch this video to find out more...

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