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Sellizer

Sellizer streamlines sales processes by enabling users to track proposal engagement in real time and access detailed analytics and automated reports. With features such as instant SMS notifications whenever a proposal is opened, sales professionals can reach out at the most opportune moment to engage prospects, clarify questions, and drive conversions.

The platform harnesses AI-driven analytics to offer actionable insights into customers' behaviors, helping sales teams understand which parts of proposals resonate most and how long recipients engage with specific content. Comprehensive integrations with popular CRMs and sales tools, along with customizable features and robust document management, empower organizations of all sizes to optimize their sales workflows and develop stronger client relationships.

Proposify

Proposify is a cloud-based platform designed to automate and optimize the proposal creation process for sales teams and organizations of any size. By offering customizable, branded templates and integration with CRMs and other third-party tools, Proposify ensures that users can generate and send professional documents quickly and efficiently. The platform supports real-time collaboration, accurate quoting, and seamless contract management, helping teams eliminate bottlenecks and reduce manual errors.

With built-in e-signature and payment capabilities, users can close deals faster and gain full visibility into proposal engagement through detailed analytics and notifications. Security features and compliance with industry standards such as GDPR and SOC2 provide peace of mind. Proposify adapts to various team structures and industries, delivering a competitive edge through a streamlined, automated sales document workflow.

Pricing

Sellizer Pricing

Freemium
From $5

Sellizer offers Freemium pricing with plans starting from $5 per month .

Proposify Pricing

Free Trial
From $19

Proposify offers Free Trial pricing with plans starting from $19 per month .

Features

Sellizer

  • Instant SMS & Email Notifications: Receive immediate alerts when proposals are opened for timely customer follow-up.
  • AI Sales Prediction: Evaluate proposals with AI-driven metrics to predict sales outcomes and focus efforts effectively.
  • Detailed Sales Analytics: Analyze customer behavior on proposals, including time spent on each page and most engaging sections.
  • Automated Reporting: Generate comprehensive activity and effectiveness reports to understand both team and client performance.
  • CRM Integrations: Seamlessly connect with multiple CRM platforms for streamlined workflow and proposal management.
  • Document Management: Organize, store, share, and track the status of all sales proposals and business documents.
  • Custom Branding: Personalize proposals with logos, domains, and email signatures for a professional and on-brand appearance.
  • Sales Automation: Automate follow-ups and reminders to maintain engagement and prevent missed opportunities.
  • Team Management: Create and manage teams, assign roles, monitor activities, and generate team reports to optimize performance.
  • GDPR Compatibility: Ensure full compliance with GDPR regulations for data security and privacy.

Proposify

  • Document Automation: Quickly generate on-brand, professional proposals and agreements.
  • Template Library: Access and customize a wide range of pre-designed, branded templates.
  • CRM Integration: Pull data directly from popular CRM platforms to reduce manual entry and eliminate errors.
  • Interactive Quoting: Build error-free, interactive quotes allowing prospects to select options or quantities.
  • E-Signatures & Payments: Legally binding signatures and embedded payment options built into proposals.
  • Real-Time Analytics: Track prospect engagement with notifications on opens, views, and section-level metrics.
  • Role-Based Permissions: Lock down elements and set user permissions to ensure brand consistency.
  • Approval Workflows: Automate management approvals based on deal or discount size.
  • Collaboration Tools: Allow multiple users to co-author and approve documents securely.
  • Centralized Content Library: Organize reusable sections, templates, and images for quick assembly of documents.

Use Cases

Sellizer Use Cases

  • Sending and tracking personalized sales proposals to clients and leads.
  • Monitoring proposal engagement to optimize follow-up timing.
  • Automating sales reporting and follow-ups for sales teams.
  • Analyzing customer interest to improve proposal content and closing rates.
  • Managing and storing important sales documents securely.
  • Integrating sales workflows with existing CRM tools.
  • Optimizing sales team efficiency with activity monitoring and reporting.
  • Personalizing client communications for stronger brand impact.

Proposify Use Cases

  • Automating proposal creation and approval for sales teams.
  • Designing and sending interactive quotes with real-time updates.
  • Managing contracts and agreements for consulting or service-based businesses.
  • Tracking engagement and optimizing sales follow-up with actionable analytics.
  • Collecting legally binding e-signatures for sales documents and contracts.
  • Integrating proposal processes with existing CRM and invoicing tools.
  • Scaling document workflows for agencies managing multiple brands or clients.
  • Reducing errors and turnaround time in proposal delivery for fast-growing companies.

FAQs

Sellizer FAQs

  • What payment methods do you accept?
    Payment methods include credit and debit cards for monthly and yearly subscriptions, and bank transfers for yearly subscriptions.
  • Does the 14-day free trial contain any hidden fees?
    No, the 14-day trial is completely free with no credit card required and no hidden fees.
  • Does using Sellizer require signing a contract?
    No contract is required; you pay as you use the tool without unnecessary paperwork.
  • Can I unsubscribe or change my plan at any time?
    Yes, you can unsubscribe or change your plan at any time with the assistance of Sellizer consultants.
  • Do you issue VAT invoices?
    Yes, VAT invoices are available upon request.

Proposify FAQs

  • What is included in the free trial?
    The free trial provides access to all features on the Team plan for 14 days, allowing users to create and send real proposals to clients.
  • Can I cancel my account?
    Yes, you can cancel your account at any time during your billing cycle and maintain access to Proposify features until the end of the subscription period; refunds are not provided after payment processing.
  • How does Proposify integrate with my CRM or tech stack?
    Proposify integrates with popular CRMs, invoicing, and project management platforms for seamless data transfer and automated workflows.
  • Is my proposal data secure?
    Proposal data is protected with 256-bit SSL security, hosting on Amazon cloud, and compliance with GDPR and SOC2 standards, including ongoing security audits and encrypted document handling.
  • Are templates customizable for my industry?
    Yes, Proposify offers 100% customizable templates and in-house design services to match your brand and specific industry needs.

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