Side-by-side comparison of features, reviews, pricing and more
Category: Documentation Tool
Industries: Education, Business
TEAM PLAN
$49/user per month
USINESS PLAN
Starts at $590/month
Category: Documentation Tool
Industries: Marketing, Business, Financial
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I love how simple it is to create templates, ideas, and new segmented sections. We utilize the breaking system in the template and copy and paste for quick delivery. The structure is clean, and the support is typically quick if not practical. I like reading the blog posts on Proposify to help me, a sales account executive, make better decisions when it comes to my prospects, my proposals and just my time in general. We've made a total of 7 different TYPES of template proposal formats on different levels that allow for all those in the company to contribute. I love the feature of being able to edit quickly, even after it's been sent, and the clean format when you print or make a pdf copy. I love the video integrations. We utilize many youtube videos and demos for our clients and it's easy to build into the proposal. I'd love to be able to create a custom thumbnail as you can in Youtube (you can pick from a slide of 4). We are also exploring using video and Propsify is integrated for it.
Leah G.Proposify is the online proposal software that gives control and visibility into the most important stage of your sales process. From deal design to sign-off, get the confidence and flexibility to manage and close all your quotes, contracts, and proposals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. And deliver a seamless sign-off experience for your customers and prospects.
Before we utilised the ISO Tracker system fully it was difficult to manage documentation. We regularly found ourselves scrapping around after discovering certain elements of our Safety Management System were overdue review. After the initial effort in implementing our full document package onto the ISO tracker it has become a much better organised and effective process.
Nicola S.Popular cloud-based Document Control software with a global customer base. Proactive support with no set-up costs. Ideal for small to medium sized businesses. Features a central document repository, integrated workflow tools that automate document review and approval processes, automated email notifications, and integrated analytics and reports. Designed for easy compliance with ISO 9001, ISO 14001, ISO 17025, ISO 13485, ISO 45001, ISO 22000 and other QM standards
Makes my proposals come together fairly quickly.
- Guiseppa P. Sales Executive
I love the ability to edit the proposals easily for each client that has different needs! I also love that this software integrates with HubSpot. Proposify also keeps track of the statistics of closed proposals and knowing that I have a very high close rate does make me feel good inside!
- Jacob C. Business Development Manager
The design layouts are heads and tails above every other platform. Their beautiful as well as functionally layed out. Templates have all the sections that might be needed and if you need to add other sections, it's super easy to do. I promise these will wow your clients.
- Gina B. CEO
We were able to have a web based software that could be applied to multi-sites. We uploaded our procedures, SOPs and forms into ISO Tracker and are able to manage the documentation as required by ISO. Software has revision history that helps as well.
- Purnendu B. Sr. QA Engineer
isoTracker Document Control helps us getting grip on all documents related to a Medical Device manufacturer, meeting the designated regulations (i.e. keeping and updating the Technical Files) and meeting the ISO 13485 requirements of document control.
- Koen J. Product development and product quality manager
Version control which was a necessity for audit compliance. Stopped others from making multiple copies of documents and using old versions. Stricter control
- Nola G. finance / compliance
Pros |
---|
Templates are a great starting point to get you writing a polished proposal |
Highly customizable so you can add or take away as you please, add your own branding and photos |
From reluctant adopter, I now love using this tool and am excited to continue to learn more about it |
We love the fact that what is being sent out is consistent as far as branding and language, that it is really easy for the prospects to read and execute, and that the salespeople actually use it |
What I really like about Proposify is the fact that they have a large variety of proposal templates and you can choose the best one according to your needs." |
Cons |
---|
Missing a subtotal line which we have asked for |
Also some functionality can be a bit unstable or slower to respond |
Worst App for Crashing and Bugs With Software Not Repaired |
Unable to search for contacts as it comes with a fault in the software |
Unable to add duplicate contact emails." |
Pros |
---|
The approval workflow for controlled documents and automated reminders for both documents and audits |
The service and support from Lennoxhill is exceptional |
After the initial effort in implementing our full document package onto the ISO tracker it has become a much better organised and effective process |
We use isoTracker for managing our documents |
As an ISO 13485 accredited company, document control is an important aspect of our daily work |
IsoTracker has been a brilliant addition to our business, improving our document control hugely." |
Cons |
---|
The software is limited in that the number of users are pre-determined for us |
Adding additional users lead to some additional cost |
ISO Tracker takes the pain out of managing controlled documents |
Version control which was a necessity for audit compliance |
Stopped others from making multiple copies of documents and using old versions |
Before we utilised the ISO Tracker system fully it was difficult to manage documentation." |
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