What do you use for proposals?

Nikki Stine

Member
Joined
Sep 16, 2018
Messages
37
I've used Nusii. It's nice because they look great online, and can also be downloaded as a .pdf. I got it as an Appsumo deal, but have been happy with the purchase.
 

JasonKhoo

Member
Joined
Sep 14, 2018
Messages
67
@Nikki Stine yeah one of my agency partners uses Nusii and they said they got the program through an Appsumo deal as well. It looks like the pricing is pretty comparable so I may consider going down that route!

@jvaquino - thanks, i'll take a look!
 

Eric Rohrback

Moderator
Joined
Oct 3, 2012
Messages
982
Pandadoc is also good. Integrates well with other programs too. I've built Zapier workflows so projects are automatically created from signed proposals in Basecamp, updates a spreadsheet that helps us with keeping track on clients/invoicing (separate from Quickbooks), and sends out notification emails to specific people on the team to let them know to start the project.

I tend to look for tools that integrate well with others because I like to automate things :)
 

JasonKhoo

Member
Joined
Sep 14, 2018
Messages
67
@Eric Rohrback I've been recommended Pandadoc as well! I think the pricing across all the platforms are pretty similar. I've been trying to get my life more automated and I think what often stops me is that when systems or softwares don't integrate well. That's great insight, I'll look into Panda doc. May have to hit you up for some Zapier/Pandadoc integrations!!
 

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