Simple, Streamlined Proposals

Pitching your ideas to clients can be difficult – and time-consuming. At TM, we use an online program called Proposify to easily put together streamlined proposals that work. With Proposify, our team drags and drops pre-made content pieces into a proposal template, which we can then send to potential clients through email. Because we are constantly pitching new ideas to existing and potential clients, Proposify makes it easy for us.

Templates

One of Proposify’s main advertised features is the ability to create proposal templates for your organization. Although they take time and effort to set up initially, they make it easy to quickly put together proposals in the long run.

The best part? Your proposals don’t have to stick to the template – users can drag and drop new content into the proposals, reorder pages, and directly edit the template content without altering the master template.

Templates that don’t look like templates.

Proposify Templates

Content Library

Proposify describes its Content Library feature as a place to “organize all your product and service descriptions, case studies, fees, sections, images, and bios in one central library so everyone on your team can find what they need when they need it.”

Proposify Content Library

Proposify’s Content Library makes it easy to create proposals that are tailored specifically for different projects and clients. Once you have a template in place, it is easy to drag and drop pieces from the content library to make unique and effective proposals.

Metrics

When a proposal is sent online, it can be torturous waiting for them to respond – especially because you’re not there to gauge their reaction! Proposify automatically shows you how many times a proposal was viewed, who it was viewed by, what sections users spent the most time viewing, and more.

Proposify Metrics

You can also see what sections of your proposals get the most action, view time per section, and overall conversion rates. The amount of data Proposify gives you can help to strengthen your business efforts and close more deals.

Integrations

Another key benefit of using Proposify is its simple integration with dozens of productivity apps you’re probably already using.

Cloud Storage

  • Google Drive
  • Dropbox

Project Management & Collaboration

  • Basecamp
  • Harvest
  • Monday
  • Podio
  • Teamwork Projects
  • Trello

CRM

  • ActiveCampaign
  • AgileCRM
  • Asana
  • Close.io
  • Copper
  • Highrise
  • HubSpot
  • Infusionsoft
  • Insightly
  • Nimble
  • noCRM.io
  • Pipedrive
  • Salesforce
  • Zoho

Accounting

  • FreshBooks
  • Quickbooks
  • Wave
  • Xero

Forms

  • Gravity Forms
  • Typeform
  • Wufoo

Other

  • Slack
  • Stripe
  • Zapier

Design

Designing templates and content pieces in Proposify is difficult to say the least.  Proposify’s design tools can be described as a very watered-down version of Adobe InDesign. If you’re looking to do any kind of heavy photo-editing or layering, we would not recommend you rely on this program. However, having the documents all housed in one place (Content Library) is where Proposify comes in handy and makes it worthwhile to work within this framework.

To make the most of your Proposify templates, we’d recommend you always lay out your document in InDesign first – that way, you can easily work through your ideation phase and nail down your layout somewhere with more functionality.

InDesign

InDesign Version

Proposify

Proposify Version

There are rudimentary design tools in Proposify – typesetting functions, move tools, and the beginnings of a layering system. You can toggle objects in front of or behind one another, or all the way to the front or back. This is somewhat useful, but you can’t see the ordering of layers. So, if you have a lot of layers, this is going to be an arduous process.

Proposify also has smart guides that are somewhat similar to the guides in Adobe’s Creative Cloud programs. However, that’s about as close as you’ll get to finding alignment tools. Where most designers prefer to use align by a key object and align to the page, in Proposify, you have to eye it and use shape building tools as makeshift guides. Proposify is consistently making usability updates to its software, so we hope that this functionality will be added soon.

There are a decent amount of options when it comes to designing type. You can fix line-height, change the size, create lists, change the color, and more. However, you can’t install your own fonts, so your branding could get thrown off if you have an uncommon font that you utilize for headings (like our Klinic Slab).

Proposify Text Options

Overall, the document creation tools are where Proposify lacks the most. Because Proposify doesn’t support PDFs, you are forced to use their tools to create each individual content piece and template. We hope that Proposify will implement the necessary design tools in the coming months.

Overview

Proposify is great for simplifying the proposal-making process and offers a lot of features that other programs lack. While there are some major UI and functionality upgrades to be made, Proposify is a solid tool that has helped Trademark to bring in new business with ease.

Have we found the perfect proposal maker? We think so! Proposify is a great option for firms looking to streamline and speed up the pitch-making process. Interested in taking Proposify for a test drive? Use this link to get a 14-day free trial!

What tools does your company use to put together project pitches? Let us know in the comments below.

Leave a Reply

Your email address will not be published. Required fields are marked *

Read Related Posts