I'm writing this review as a Content Manager on the Marketing side of our organization. I collaborate closely with our Sales team. They're the primary day-to-day users, and I maintain things behind the scenes. Before Proposify, we struggled with producing proactive proposals due to the hassle of our former process with Word templates. Ensuring the sales team had the correct version, personalization, and formatting issues made using the templates a last resort, and simply put, proactive proposals were rarely being put together for our prospects. The solution was typically to send individual brochures and pricing. Additionally, the proposals looked pretty basic since Word isn't designed for graphics-heavy content and requires the user be an advanced Word user and know all of its quirks. All in all, very time consuming. We chose Proposify to simplify crafting compelling, personalized, and trackable proposals. We didn't even need to burden our in-house graphic designer for the implementation. While setting up the templates took some time up front, Proposify requires minimal template maintenance for us and offered the convenience of updating content in one place and applying it everywhere it showed up. I appreciate Proposify's user-friendly interface, which allows me to easily keep content up to date, construct templates, make edits, and generate new templates on demand. Proposify has streamlined our proposal creation process and empowered our team with self-sufficiency. The data provided on each proposal is also worthwhile to have for both Sales and Marketing.

Eu nem fui treinado na plataforma e sabia o que pressionar para fazer upload de imagens e criar modelos.

Acho que é fácil de usar e muito direto. Tem uma série de recursos que, como empresa, utilizamos e isso torna nosso processo de proposta suave.