Streamline how your team creates, delivers, and tracks your proposals4.4/5 (100 reviews)
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.
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.
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.
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.
Thanks for the review Chloe!
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.
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.
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.
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.
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.
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.
Thanks for the review Clay!
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.
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.
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!
Thanks David for a great review!
It allows me to send proposals from my own email address. It logs recipient view data. It looks nice.
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!
Team: $39 per user
Enterprise: $49 per user
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.
Below are some frequently asked questions for Proposable.
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
Proposable offers the following features:
Proposable has the following typical customers:
Mid Size Business, Small Business
Proposable supports the following languages:
Proposable has the following pricing plans:
We do not have any information about what devices Proposable supports
Proposable integrates with the following applications:
Capsule, Highrise CRM, Insightly, Insightly, Microsoft Dynamics CRM, Pipedrive, Pipedrive, Salesforce App Cloud, Zapier
Proposable offers the following support options: