When this accounting firm crunched the numbers, Proposify came out on top

Finding a Solution

It wasn’t a single disastrous event that triggered Abdo to search for a proposal management system, but a growing realization that their current process was insufficient. The arrival of a new marketing manager catalyzed the decision to actively search for a solution.

Abdo's evaluation criteria were rigorous. They needed:

• Seamless integration with Zoho CRM without requiring a Zoho license for all users
• Customizable proposal URLs
• Overall user-friendly interface

They looked closely at other proposal management tools like PandaDoc, but in the end Proposify checked all the boxes. The personal engagement and support provided by Proposify's team, especially their customer success manager, Jessica, played a significant role in their decision-making process.

“The Zoho integration was a win right off the bat. Additionally, the interface and visibility offered by Proposify were far superior. The ease of working with Proposify’s sales rep and ongoing support were also crucial for us.”

The Benefits of Proposify

The transition to Proposify has been transformative for Abdo by significantly streamlining the proposal process, making it faster and less labour-intensive. Proposify's template feature has reduced the time team members spend on individual proposals.

“My team breezes through things so much more efficiently now, and it's a lot quicker for us to start things, turn them around, and get them to our internal staff. We've eliminated all the tedious manual updates.”

“The analytics piece has been super helpful because before we were just emailing PDFs and then it's just out there and you really don't know who's seen it, if they even have opened it, if they want to discuss anything. Not only did we not have visibility on the proposal itself, we didn't have visibility about the opportunity at all.”

Abdo is also enjoying an improvement in the accuracy and professionalism of proposals, including brand consistency, especially important after a recent rebrand.

“In Proposify, it's so nice because we can lock things down and make sure that everybody goes through admin and has that support to ensure our brand looks good, consistent, and presentable at all times,” says Elly. 

While neither Elly nor Tomi want to play favourites when it comes to Proposify features (Tomi: “Literally everything!”) analytics is probably near the top of the list, providing enhanced visibility into client engagement with proposals.

Abdo's journey with Proposify demonstrates how embracing modern technology can transform   business processes and, even better, business results.

Proposify helps Abdo stay ahead in a competitive market while focusing on what they do best—providing outstanding accounting services. 

“Close rates are up mostly because A, more people are doing proposals, but B, we also just have more visibility on what people are, are doing in general.”