We absolutely can not rave about this one enough.
* In Our Opinion:
Good for Beginner to Expert level users
Proposify's statement above is absolutely true.
We initially used our own forms for proposals when we first started, but then we found Proposify. And we will never again use any other system for proposals! It's hands down the best tool we have used to not just create, but to monitor, track, follow up, and most importantly...CLOSE THE DEAL!
Their system is super user friendly, customer service is outstanding, tutorials are fantastic, and the features below take your customers experience of reviewing your proposal to a whole new level.
Top Level Features:
- Design is awesome and everything can be customized to match the look and feel of your company
- Templates - their templates for all types of business ( Design, Software, Marketing, Events, Real Estate, Professional Services, and more) all come with amazing content to enhance the way you present yourself to your client.
- Electronic Signatures by both you and your client (AWESOME)
- Options - You can allow your client to select which options within your proposal they want to initiate. If certain areas or selections increase the proposal amount the system will automatically increase the total at the end.
- Payments - This is huge! You can designate in the proposal when and how you want the client to pay. Instead of allow time between approval and invoicing, you can close the deal faster by allowing them to pay in full or a percentage at the time of approval.
- Tracking - This feature is awesome and until you have it and use it, you won't understand the power it brings you and your team. Never again will you wonder if your client has opened and reviewed your proposal. Not only does the system notify you when the client has opened, but how much time they spent on each section reviewing and when they actually sign.
It's truly is a very powerful system!
Sorry to disappoint you, but we don't have any at this time. We love the system.