Paperless Proposal

Paperless Proposal

(185)
4.4 out of 5 stars

Proposal software for consistent, rapid proposal creation. Manage your reps pipelines and track what your clients viewed with proposal analytics.

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Paperless Proposal Features

Document Creation
Customizability: Variables and Fields

Define fields to pull in dynamic information.

87%
(Based on 143 reviews)
Template Creation and Flexibility

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

85%
(Based on 147 reviews)
Rich Media

How well the platform supports images, audio, and video in proposals.

83%
(Based on 127 reviews)
Online Document Creation

Create adaptive online documents for view via browser or mobile device.

83%
(Based on 23 reviews)
PDF Creation

Create attractive PDF versions of proposals.

89%
(Based on 137 reviews)
Custom Branding

Brand proposals and the application's portal with your company's logos and branding.

88%
(Based on 142 reviews)
Workflow
Document Builder Interface

Easily search for and add elements to a proposal.

86%
(Based on 134 reviews)
Collaborative Creation

Multiple users can edit a single document.

80%
(Based on 17 reviews)
Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval.

86%
(Based on 121 reviews)
Content Management
Content Import

Ability to import sales and marketing collateral built outside of the solution

91%
(Based on 7 reviews)
Content Creation

Overall functionality of building unique sales and marketing collateral within the product

89%
(Based on 7 reviews)
Templates

Pre-built templates for fast and simple content creation

91%
(Based on 7 reviews)
Advanced Search

Ability to search through all content to easily find necessary collateral

85%
(Based on 6 reviews)
Content Storage

Overall storage and organziation capabilities

88%
(Based on 6 reviews)
Analytics
Engagement Tracking

Track who is looking at proposals and how often or for how long.

89%
(Based on 137 reviews)
Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

88%
(Based on 129 reviews)
Reporting and Dashboards

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

87%
(Based on 133 reviews)
Analytics
Reporting

Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral

89%
(Based on 7 reviews)
Alerts

Notification as to when a prospects interacts with a piece of collateral

85%
(Based on 7 reviews)
Account-Based Engagement

The level of engagement for a specific account based on the presented collateral

85%
(Based on 7 reviews)
Content Utilization

How frequently sales teams use a particular piece of content and its effectiveness

87%
(Based on 7 reviews)
Administration and Platform
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

88%
(Based on 124 reviews)
Alerts and Notifications

Program in-app and email notifications for approval milestones or actions.

87%
(Based on 132 reviews)
CRM Integration

Push and pull data from CRM to build proposals and update statuses with clients.

80%
(Based on 74 reviews)
E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

86%
(Based on 102 reviews)
API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

83%
(Based on 54 reviews)
CPQ Integration

Push and pull data from quote applications to build proposals.

83%
(Based on 57 reviews)
Presentation
Live Presentation

Ability to present to a prospect in-person

79%
(Based on 5 reviews)
Screenshare

Virtual presentation capabilities via sharing screens

Not enough data available

Mobile Presentation

The option to present live on a mobile device

76%
(Based on 5 reviews)