Want to love, but some key features missing....
I wanted to love this, but after my test use, I am not sure it will work for our needs.
I just purchased and ran a test proposal and ran into the following challenges:
(1) Once I published the proposal, it didn't send it to the client. I am provided with a link that I have to send to my client. It would be great to have the ability to draft an email that sends the proposal as a part of the publishing process.
(2) I get absolutely no notifications from propose if a client has opened, viewed or even accepted/declined the proposal! While I can live with the first two options, the fact that I don't get an email notification if the client accepts or declines the proposal is a big issue. I have looked in the help section and it doesn't appear this is an option.
(3) from the client side, when I accepted the proposal NOTHING happened. I didn't get an email confirmation, I didn't get a redirect to ANYWHERE. So while payments is on the roadmap, in the interim I can't even redirect them to anyplace to keep the process moving forward.
(4) Currently no integrations...with anything.
(5) on the proposal side, I need the option to provide package options that a client can select, and this is not a feature currently. (is this on the roadmap?).
While I want to love this product, without some of the key things above, I am not sure this product will work for us.
Propoze.app
Jul 29, 2024Thank you for your detailed feedback! We truly appreciate your insights as they help us improve.
1. Proposal Sending: We offer link and PDF sharing options to fit various communication preferences. We're exploring ways to streamline this process and your suggestion of an integrated email draft is noted for future updates.
2. Notifications: Currently, we notify you when a proposal is accepted through our 'Acceptance Flow'. We're considering expanding notifications to include views and declines in future updates.
3.Acceptance Process: We're concerned about the issue you experienced with acceptance confirmation. This isn't typical, and we'd love to investigate further. Could you provide more details about your test proposal?
4.Integrations: Great news! These are on our roadmap for this year. We're excited to enhance Propoze's capabilities and would love to hear which integrations would be most valuable to you.
5.Package Options: Thanks to feedback from users like you, we're now considering adding selectable package options to our roadmap. Your input helps shape our product's evolution.
We're committed to continually improving Propoze. While we can't implement every feature immediately, your suggestions are invaluable in guiding our development priorities.
Thank you for giving Propoze a try. We're here if you have any questions or need assistance!