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What is SuperOkay?

By utilizing an aesthetically pleasing interface, you can craft a remarkable experience for your clients. Efficiently handle client inquiries, dispatch briefs and proposals, and secure client approvals all from one location. Seamlessly integrate all your preferred applications within the same interface, eliminating the need for constant app switching. Your intelligent documents will be easily accessible through this singular platform, where you can store all client content requests, briefs, proposals, Statements of Work (SoWs), status updates, approval requests, and more. Each document can include actionable items, ensuring clients see a summary of the tasks they need to complete. This approach not only helps clients meet their deadlines but also allows them to utilize the applications you already have in place. Whether it’s Figma prototypes, Airtable bases, or Trello boards, everything can be included. Additionally, you can incorporate client testimonials into your case studies and repurpose them in any proposal, enhancing your credibility and appeal. This streamlined process empowers you to maintain organization and professionalism in all client interactions.

What is Proposify?

Proposify is a digital proposal tool designed to give you oversight and management of the critical closing phase in your sales pipeline. This empowers you to approach deal structuring and finalization with both confidence and flexibility. By creating sales documents that maintain consistency and eliminate errors, you enhance your professional image. Additionally, you gain vital insights that help you streamline your process, ensure timely communication, and improve forecasting accuracy. Your clients and potential customers will appreciate a smooth sign-off process, enhancing their overall experience. Among its various features are a user-friendly design editor, electronic signature capabilities, and seamless CRM integrations. Moreover, the platform offers data-driven insights, interactive pricing options, and comprehensive content management tools, among many other capabilities that can elevate your sales approach.

Media

Media

Integrations Supported

Canva
Dropbox
Trello

Integrations Supported

APIANT
AccessOwl
FreshBooks
Harvest
HubSpot CRM
HubSpot Marketing Hub
Insightly
Keap
Podio
QuickBooks Online
Raklet
Retently
Salesforce
Stackreaction
Stripe
Zoho Books
servis.ai

API Availability

API Availability

Pricing Information

$9 per month
Billed monthly or annually
Free Version

Pricing Information

$35/month
- 5 Active Documents
Team Plan $49.00/month
Great for growing sales teams. Billed quarterly or annually.
- Unlimited Documents
- Standard Integrations
- Custom Fields & Variables
- Client Input Forms
- PDF Downloads
- White Labelling
- Chat Support

Business Plan $590.00/month
Perfect for teams of 10 or more. Billed annually. - 10+ Users
- Salesforce Integration
- Approval Workflow
- User Roles & Permissions
- Unassigned Signatures
- Premium Support
- Onboarding Services
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

SuperOkay

Company Location

United Kingdom

Company Website

superokay.com

Company Facts

Organization Name

Proposify

Date Founded

2012

Company Location

Canada

Company Website

www.proposify.com

Categories and Features

Dashboard

Private Dashboards
Public Dashboards

Document Management

Collaboration Tools
Document Archiving
Document Assembly
Document Capture
Document Delivery

File Sharing

Collaboration
Document Management
User Management

Categories and Features

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Revision Management
Templates
Version Control

RFP

Not specified

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