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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Proposify logo
Proposal Software

4.6 1,332 user ratings

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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

RocketDocs logo
Proposal Software

4.3 165 user ratings

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Overview

Description Proposify is a proposal software that helps its users to create, send, track, and e-sign the winning proposals, agreements, and contracts. The software aims to simplify the process of users and hence put their teams on a straight path to sales success. Users can create on-brand templates that are reused by the sales reps, leaving them to customize the details for the next big deal. One can store all the content that the sales reps need in a single location, enabling users to snap proposals together in minutes. The software provides its users with faster sign off that makes it easier for the prospects to buy using the legally binding order forms and the electronic signature tool. Proposify allows users to determine how the prospects are interacting with the proposals with details regarding the section they looked at and for how long, as these insights help the sales reps to know when to reach out to close the deal. Read more RocketDocs is an integrated sales enablement platform that helps clients of all sizes and industries succeed by moving at the speed of sales, with the power of productivity. The platform of solutions makes it easier than ever to create and respond to RFPs, RFIs, and questionnaires, as well as assemble and configure proposals, contracts, and sales collateral. They know each company operates uniquely, which is why they made sure you can create custom workflows that adapt to your processes and workflows, not the other way around. You don’t have to change every detail of how you operate. Let us conform to you. Read more
Pricing Options
  • Free Trial Available
  • Starts at $49.00. Offers Free-forever plan.
  • Free Trial Not Available
  • Offers Custom plan.
SW Score & Breakdown

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    92%
  • Momentum
    68%
  • Popularity
    91%

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    83%
  • Reviews
    77%
  • Momentum
    62%
  • Popularity
    76%
SaaSworthy Awards # 3 Most Worthy # 7 Fastest Growing
Not Available

Features

Total Features
13 Features
7 Features
Common Features for All
    Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
    Alert Notifications Alerts the user when predefined criteria is met
    Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
    CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
    Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
    Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
    Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
    Document Audit Trail Tracks the document signature history and timestamp for legal attestation
    Document Library Central repository to manage your assets like Images, PDF files, etc.,
    PDF Export Enables to export the document to PDF file for easy sharing
    e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 10 More - Show Less
    • Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
      Alert Notifications Alerts the user when predefined criteria is met
      Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
      CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
      Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
      Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
      Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
      Document Audit Trail Tracks the document signature history and timestamp for legal attestation
      Document Library Central repository to manage your assets like Images, PDF files, etc.,
      PDF Export Enables to export the document to PDF file for easy sharing
      e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 4 More - Show Less
  • Technical Details

    Organization Types Supported
    • Individuals
    • Large Enterprises
    • Medium Business
    • Small Business
    • Individuals
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    Modes of Support
    • Business Hours
    • Online
    • Business Hours
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    4.6/5 1,332 user ratings
    4.3/5 165 user ratings
    Rating Distribution
    • Excellent

      71.3%
    • Very Good

      22.9%
    • Average

      3.8%
    • Poor

      1.5%
    • Terrible

      0.5%
    • Excellent

      44.2%
    • Very Good

      44.2%
    • Average

      7.3%
    • Poor

      2.4%
    • Terrible

      1.8%
    User Sentiments

      Professional Looking Proposals, Easy to Use Interface, Proposal Tracking & Analytics, Extensive Template Library

      Proposal Editor Glitches/Bugs, Limited Design Customization, Cumbersome Table Formatting, Inconsistent Mobile App Experience

      Content Library Management, User Friendly Interface, Easy Search Functionality, Efficient RFP Management

      Salesforce Integration Issues, Content Formatting Issues, Cumbersome Record Updating, Limited Search Functionality

    Review Summary

    Proposify users appreciate its user-friendly interface, customizable templates, and ability to streamline the proposal creation process. It also offers strong collaboration features and integrates seamlessly with popular business tools. Praised for its excellent customer support, Proposify is a reliable choice for businesses seeking to enhance their proposal process. However, some users have reported occasional glitches and difficulty customizing certain aspects of the software. Overall, Proposify receives positive feedback for its ease of use, functionality, and the value it provides to users.

    Rocket Docs users frequently praise its content library for its ease of use and organization, particularly for managing and retrieving information for RFPs and questionnaires. They appreciate the ability to create templates for quick proposal generation and centralized storage of company knowledge. However, some users express frustration with the search function, finding it unreliable and requiring precise wording for accurate results. Additionally, several users mention issues with integration, particularly with Salesforce, and formatting inconsistencies. Despite these drawbacks, most users view Rocket Docs as a valuable tool for streamlining their RFP processes and improving team efficiency.

      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $49.00. Offers Free-forever plan.
    • Free Trial Not Available
    • Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Free Free

    Team Plan $49.00 $49.00 per user / month

    Business Plan $590.00 $590.00 per month

    Essential Custom

    Pro Custom

    Enterprise Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail
    + 3 More
    Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: Halifax, Canada Founded in: 2012 Located in: Baltimore, Maryland
    Contact Details

    Not available

    https://www.proposify.com/

    410.403.1189

    https://rocketdocs.com/

    Social Media Handles

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