Proposable

Proposable

Streamline how your team creates, delivers, and tracks your proposals

4.4/5 (100 reviews)

Proposable Overview

With Proposable, you can create and deliver custom sales documents in minutes, saving you and your team countless hours and allowing you to present a polished and consistent presentation to all your prospects and customers. Store all sales templates and pricing info in a central library that can be shared across your sales team.

Once proposals are delivered, your clients can sign-to-accept with integrated electronic signatures and be taken through custom approval workflows that you determine. Communication with team members and prospects is dead-simple inside each proposal so you can say goodbye to back-and-forth email negotiations and redlines.

In addition to creating and delivering proposals, Proposable tracks all proposal activity in real-time, from the proposal views, to comments, to PDF downloads - You get to track all activity and can even set up SMS notifications for the events that are most important to you.

Pricing

Starting from
US$39,00/month
Pricing options
Free Trial
Subscription
Value for money

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

Proposable Reviews

Overall rating
4.4/5
90% positive reviews
53
Excellent
37
Very good
10
Average
0
Poor
0
Terrible
Chloe C.

User friendly, good proposal creation service

Used Daily for 6-12 months
Reviewed on 2018/10/24
Review Source: Capterra

This software is brilliant if you’re sending proposals and contracts regularly and even better if you need “template proposals”. Personally, this has been something I have used almost every day and having the templates allows me to cut out the time I previously spent copying the same text and images into almost every proposal I sent. I’ve also saved valuable time through proposable as it’s eliminated the need to send contracts back and forth via email. I found some clients were unsure how to sign them this way - proposable provided a solution to that.

Overall, this software has been an integral part of my business and with the few bugs I experienced ironed out, it would be a 5* bit of software.

Pros

Overall, this software is good. It provides good value for money if you’re a business or freelancer sending proposals reasonably regularly. I love the fact it allows for the proposal and contract to be signed electronically, so there is no need for back and forth emails. Generally the software is easy to use and if you’re sending out many proposals with the same or similar content you can create “templates” to save time writing out the same thing over and over again.

The layout of the dashboard makes it easy to see how many proposals you’ve sent as well as how many have been accepted, declined or have been left pending. You also receive email notifications every time a proposal is accepted meaning you don’t have to keep logging into the software to be aware when a new contract is signed.

Cons

This software could be expensive if you’re only sending a few proposals each month. I felt to really get my money’s worth I needed to be sending 10+ proposals each month, however, this will depend on the value of each contract to you. If you’re sending out higher value contracts you may feel you only need to send one or two to get your moneys worth.

There were times when I experienced issues with the software - primarily potential clients claiming they couldn’t view the proposal properly from their smartphone. Although this didn’t happen every time, it was of concern to me.

Response from Proposable

Thanks for the review Chloe!

Rating breakdown

Ease of Use

Likelihood to recommend

7.0/10
Anthony M.

Extremely useful software

Used Daily for 2+ years
Reviewed on 2019/03/15
Review Source: Capterra

Overall, the software has been very good with only a few minor things that we did not like. Once you really get using it, it gets better and better because you build a nice library of re-usable content. Also, the support from their team has been top notch. Every email is answered in a day or less... usually a few hours.... or minutes.

Pros

I have used two other proposal systems before this one and both were very frustrating to use. Proposable was easier to use and had more features than the others at very near the same price. We have now been using it for years with our sales team and it has become a staple of our business software stack and baked into our daily processes.

Cons

The content editor is still difficult to use. Technically, this is sometimes called a WYSIWYG or WhatYouSeeIsWhatYouGet editor. It is the form element that let's you stylize text and create bullet point lists, etc.

The content editor in this system is pretty darn frustrating to use if you want to do anything other than very simple text formatting. Even bullet points don't always look right. For us, this is less of an issue because we have in-house coding teams. So we can make things look great in our proposals using CSS code rather than trying to struggle with the WYSIWYG editor.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Clay K.

Great tool for digital business owners!

Used Daily for 2+ years
Reviewed on 2019/03/12
Review Source: Capterra

Very easy to save templates and bust out quick proposals for fast turn-around. This has helped up speed up the sales process. And it looks very professional.

Pros

You can see when and how long the recipient has viewed the proposal. If they have questions, they can leave comments/questions right in the proposal. It makes everything easy to look very professional on. This has saved me so much time and has sped up our normally long sales process.

Cons

I would love to get notifications when someone is viewing the proposal I sent to them, or if they have left a comment. I usually have to manually review this and it can easily be missed or time-consuming. The interface and UI could definitely be more robust, and the creation of proposals from templates can be confusing sometimes. There are definitely ways to streamline this and make it easier to do.

Response from Proposable

Thanks for the review Clay!

Rating breakdown

Ease of Use

Likelihood to recommend

9.0/10
David V.

Proposable is worth its weight in gold, get it, use it, and you will win sales from it.

Used Daily for 2+ years
Reviewed on 2018/11/08
Review Source: Capterra

We have been using proposable for many years.. the software is very secure and we have had 100% uptime. The customer service is first class, and we have only ever been left with the impression that the team at Proposable seriously care about quality​ and value.

Pros

We love Proposal. It is a game changer. This saves us hours of work typing up proposals. We can set deadlines, we get alerts when customers read the proposal and above all,​ it gives us a very professional image. It integrates easily with our CRM software and allows us to accurately plan our sales pipeline​.

Cons

There is nothing to dislike. The set up was easy and we were even given a free "onboarding" session. The only thing we dislike is that we didn't​ start using​ it sooner!

Response from Proposable

Thanks David for a great review!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Michael W.

Proposable has become my go-to for proposal writing in the past two years.

Used Daily for 2+ years
Reviewed on 2018/06/01
Review Source: Capterra

Pros

It allows me to send proposals from my own email address. It logs recipient view data. It looks nice.

Cons

It's not flexible enough. For instance, the text editor is rudimentary - you can't even indent. The pricing page does not allow you to move elements, change fonts, adjust font size, etc.. So unless you happen to share the same tastes and vision as the designers, there is going to be a notable and jarring disjuncture between the rest of your proposal and the pricing page. The owners are unresponsive to repeated requests to address this. A simple way to fix this, in my opinion, would be to break out the key data fields (e.g., "Grand Total") as Tags and allow the user to place them anywhere in the proposal. I have suggested this to the owners, but they do not seem interested, particularly. It would also be nice if there were freely definable Tags whose data could then be queried in Reports. As it currently stands, the Reports only query data fields that Proposable developers have decided are important. This contributes to the overall inflexibility. It would also be nice if were possible to place hyperlinks in the proposal to other pages of the document. The file management system is a bit laborious, too, for the user. For instance, if I want to print a PDF of a sent proposal, I need to click through a number of different pages to arrive at a non-intuitive cloud icon next to the URL for a given recipient. Why can't I just select the proposal checkbox and then click a "print PDF" command? Other folks in my company who have previewed Proposable actually make jokes about this!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

5.0/10

Proposable Pricing

Starting from
US$39,00/month
Pricing options
Free Trial
Subscription
Value for money

Team: $39 per user
Enterprise: $49 per user

Proposable Features

  • API
  • Sales Tracking

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Collaboration Tools
  • Contact Database
  • Customizable Templates
  • Data Import/Export
  • Email Integration
  • Lead Capture
  • Lead Management
  • Monitoring
  • Real Time Data
  • Reporting & Statistics
  • Sales Analytics
  • Sales Reporting
  • Search Functionality
  • Third Party Integration

Additional information for Proposable

Key features of Proposable

  • Branded proposals with logo
  • Client comment history
  • Client comment leaving ability
  • Create simple or complex proposals
  • Download ready-made templates
  • Electronic signature
  • Include rich multimedia content
  • Library of favourite templates
  • Multiple integration including Salesforce and Freshbooks
  • Notification on open times and comments
  • Password protection
  • Proposal draft and deliveries overview
  • Proposal success statistics
  • Real-time editing
  • Sample and customizable templates
  • Save favorite sections of templates
  • Section view-time analysis
  • Sender access contol
  • Signature time, IP address and client information
  • Unique proposal URL

Benefits

Intelligent Insights - Never wonder again what is happening with your sales proposals. Track every event that's happening in each proposal in realtime, and gain valuable insight into what sections of your proposal are gaining the most interest and view-time.

Integrates with your CRM - Proposable offers integrations with Salesforce, Pipedrive, Highrise, Insightly, Capsule, Zapier, and more...

Free Templates - We offer a wide range of free business proposal templates to get you started creating your own powerful proposal content.

Wow your customers with a new class of proposal - Ditch the boring, flat proposals of yesteryear and send beautiful web-based proposals that include videos and other rich-media directly in your sales documents.

Proposable FAQs

Below are some frequently asked questions for Proposable.

Q. What type of pricing plans does Proposable offer?

Proposable offers the following pricing plans:

Starting from: US$39,00/month

Pricing model: Subscription

Free Trial: Available

Team: $39 per user
Enterprise: $49 per user

Q. What are the main features of Proposable?

Proposable offers the following features:

  • Branded proposals with logo
  • Client comment history
  • Client comment leaving ability
  • Create simple or complex proposals
  • Download ready-made templates
  • Electronic signature
  • Include rich multimedia content
  • Library of favourite templates
  • Multiple integration including Salesforce and Freshbooks
  • Notification on open times and comments
  • Password protection
  • Proposal draft and deliveries overview
  • Proposal success statistics
  • Real-time editing
  • Sample and customizable templates
  • Save favorite sections of templates
  • Section view-time analysis
  • Sender access contol
  • Signature time, IP address and client information
  • Unique proposal URL

Q. Who are the typical users of Proposable?

Proposable has the following typical customers:

Mid Size Business, Small Business

Q. What languages does Proposable support?

Proposable supports the following languages:

English

Q. What type of pricing plans does Proposable offer?

Proposable has the following pricing plans:

Subscription

Q. Does Proposable support mobile devices?

We do not have any information about what devices Proposable supports

Q. What other apps does Proposable integrate with?

Proposable integrates with the following applications:

Capsule, Highrise CRM, Insightly, Insightly, Microsoft Dynamics CRM, Pipedrive, Pipedrive, Salesforce App Cloud, Zapier

Q. What level of support does Proposable offer?

Proposable offers the following support options:

Online Support