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ProposalsFactory Review

2

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Very good

Revainrating 4.5 out of 5  
Rating 
4.5
Sales, Quote Management

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Description of ProposalsFactory

Create an end product that is easy to read and respond to. Define and manage your RFx in a structured way: Instead of trying to keep Word/Excel files in sync, create your RFx in a shared repository with full audit trail for each requirement. Use Excel import to upload your previous work.

Reviews

Global ratings 2
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Type of review

Revainrating 5 out of 5

An excellent collaboration and communication app for construction firms of all types

It's been very simple so far! The UX feels really intuitive; it helps us build good relationships while working together remotely from different parts around the globe at various times throughout our business day (the best part!). I'm pretty sure there isn't anything about this tool which would make me look back wistfully upon my decision not have used them sooner - if only because we're seeing such immediate results already :) We've had some challenges getting things set up initially but they…

Pros
  • Simple, easy interface
  • Easy setup for clients using automated emailing feature with preformatted documents.
  • Efficient tools that automate workflows in proposal creation/editing processes including auto formatter functionality across all platforms supported
  • So quick response time is always achieved here whenever needed..with
Cons
  • There are troubles

Revainrating 4 out of 5

Robot Proposal Software that can really organize your workflow

The most useful function is the automatic update system which allows me to easily make changes on my proposal, without having to go back and forth from a word document. Sometimes it's hard to find what you need when you're using a lot of tabs or features, so it would be great if there was a search feature where you could filter by title or tags. I also think they should include some sort of template to use as a starting point for proposals. With the automatic update feature, it makes it easier

Pros
  • Easy access through website
  • Automatic saving/syncing across devices (phone+laptop)
  • Great customer service in case anything goes wrong with your account :)