Review on Proposify by Jamie Rausch

I found the whole process very easy to follow. I started receiving daily emails that had new projects from our account team for free when you sign up with them. This made finding projects much more enjoyable and convenient. The platform even helped me set up automated weekly reminders to send proposals via mail. I am pretty picky about the templates that are provided, so I'm happy that each template that comes through has something different about it. If you're looking to automate many things about your proposal workflow, then check Proposalist out now.



Proposify is a very easy platform to understand especially when you read the excellent video tutorials available prior start using the platform. Once you begin to use the app you are instantly impressed with the ease from initial setup to creating a proposal for client presentation. The customer support and development team has made a major effort to assist our organization in meeting user needs and providing useful suggestions regarding the system. I strongly recommend Propsoify to both internal users as well as external customers who wish to improve efficiency and accuracy of their proposal production.



Our client had issues with Excel spreadsheets which weren't designed well enough to handle our particular needs. At first, we felt like building their solution ourselves might be simpler than trying to fit into their existing structure; however, when we talked about it during the discovery phase, there was no doubt that this was something that didn't belong in Excel. We spent weeks learning about their problem domain and the limitations of current solutions -- then we started using Propy to build a better platform. The implementation went smoothly, and we received outstanding praise from everyone on both sides of the negotiation table. Within days, we had a functioning proposal application built off of Propy, including multiple document templates available via dropdown menu, automated approvals, auto emails with signatures on every template sent out and tracked through the whole approval workflow, customized message delivery features like "only email senders" and "send messages after X number". Every day, the development team gets calls asking for improvements, or new capabilities.



Working with the Sales team at Great Platform has made the job easier and more effective. Their knowledge about what proposal templates work across industries are very helpful. I've had to send numerous proposals over past couple years and I didn't think there could be something better than Microsoft Word. As sales professionals, our jobs are challenging enough without added complexity of using poorly designed application(s). I am extremely happy with Proposify.