What is one of the most critical components of the freelancing/proposal process?
I don’t mean the “get down on one knee” kind of proposal. I mean the document you send out to a prospective client that is basically supposed to get them to buy from you.
A good proposal can win a deal. A bad proposal can lead to a “sure thing” turning into no deal.
The problem with proposals is that they are time consuming to create. What if there was an easier solution?
What about something like Proposify?
What Is Proposify?
It’s a SaaS solution for creating and submitting proposals. Instead of having to create proposals in Word, Google Docs or anything like that, you create your proposal online on Proposify and then submit directly to your prospective client.
Why Would I Want To Use Proposify?
Let’s face it, proposal writing is a pain in the ass. In fact, it’s something I’m actively looking to get away from with my consulting business, for the simple reason that you can spend time creating proposals, putting in tons of effort, only to have the prospect slip away to a cheaper alternative, stick with their existing provider, or pull out at the last minute.
When I first started consulting and freelancing I was just creating proposals
Things I Like About Proposify
- Massive time saver
- Overall very easy to use
- Electronic signatures
- Content library insertion
- Flexibility in how you send out proposals
- Insights into views etc
- Clients love the proposals
Things I Don’t Like About Proposify
- Oddly-spaced pricing tiers
- Occasional bugs when creating/editing proposals
- Lack of flexibility in pricing tables, depending on requirements
- Some templating/layout niggles
If you run a business where you need to create proposals (such as a freelancing business, consulting agency or similar) then I would highly suggest checking out Proposify.
It’s not perfect. In fact, there are a number of things I actively dislike about it – primarily the bugs, awkward pricing tiers (there needs to be something between the basic and regular version for smaller-scale freelancers) and some irritating inflexibility in the way that pricing tables work.
That being said, the time saving and increased efficiency is worth it. What would have taken me 45 minutes to create can be made in 10-15 minutes, including proofing and sending.
Proposify could be especially useful if you sell “productized” services, with even less customization required in terms of service offering. I have a couple of productized services, and the proposal creation and send time can be as low as 5 minutes.
Ease Of Use
Proposify is a good proposal creation SaaS. It isn't perfect, but it does save time and allow you to crank out quality proposals faster and more efficiently. Worth checking out if you want to streamline your proposal creation process. I'm not sure if I'll be using it forever (primarily because I want to move away from even needing proposals in the first place) but for now I'm happy.