Proposable

Proposable

4.3
(70)

Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals, to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.

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Proposable review by Glenn S.
Glenn S.
Validated Reviewer
Verified Current User
Review Source

"Cool product"

What do you like best?

The proposals help you to stand out from the crowd. It's different than just getting an itemized invoice. The product has already helped close several thousand dollars of business in just a few months. At $39 per month, the product has already paid itself off many times over. You don't have the functionality with an itemized estimate from Quickbooks that you do with this product.

What do you dislike?

The font sizes and paragraph formatting keep changing at random. Always having to click at the top of a section to edit that section, rather than in the section to get access, is annoying. Only being able to add custom merge fields at the template level, rather than on the actual proposal you are editing, is not very functional. I should be able to add custom merge fields as needed, rather than having to go back and add them at the level of the template.

Recommendations to others considering the product

Have all of the Line Items for the Itemized Invoice ready to go. Only copy and paste text from a text editor. The main interface continually changes font sizes and paragraph formatting at random.

What business problems are you solving with the product? What benefits have you realized?

The product pays for itself over and over again with every accepted proposal. The ROI is very high. We can continually stand out from the crowd by using this product. Most people just send a Quickbooks invoice or estimate. Also, the ability to analyze what people are looking at, for what length of time and how many times shows where there may be problems or strengths. The numbers don't lie.

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Proposable review by Jesse T.
Jesse T.
Validated Reviewer
Verified Current User
Review Source

"Proposable makes it easy to win more business"

What do you like best?

Detailed analytics and rich content make Proposable a tool that I use in all of my opportunities now.

What do you dislike?

Page/content editor could be improved, it can be tricky to get things exactly where you want them and takes some practice.

What business problems are you solving with the product? What benefits have you realized?

Proposable allows our company to send beautiful, professional proposals to our clients and prospects as well as better understand what happens after we hit "send." Formerly we were sending proposals designed in Word, converted to .PDF and had no standardized, rich content that is easily modified for each unique opportunity. Proposable solved all of that for us, and we get detailed analytics on who has view which pages, shared, downloaded, and more. It's invaluable to know that information and has allowed us to better service our existing clients and prospects because of it.

What Proposal solution do you use?

Thanks for letting us know!
Proposable review by Josh R.
Josh R.
Validated Reviewer
Review Source

"Excellent and easy to use tool!"

What do you like best?

I love the constant updates in real time that it gives you. As a sales person, there are few things better than knowing a potential client is viewing your proposal. I love it!

What do you dislike?

The template options when creating a new proposal aren't the best, obviously every business is different and you can't create a template that will work for everyone, but I wish that it came with more prebuilt options for proposals.

Recommendations to others considering the product

I have not used another proposal tool, but I don't plan on using another one either. It's so simple to use and is extremely helpful.

What business problems are you solving with the product? What benefits have you realized?

I love how easy it is to use once you're actually in there. Adding details and detail boxes, creating the actual layout of the proposal, as well as tracking how much money you have in proposals accepted and still pending is great. It's nice to track what you already have closed and what you can still potentially close.

Proposable review by Tracy S.
Tracy S.
Validated Reviewer
Verified Current User
Review Source

"Proposable saves me time & allows me to deliver information to prospects & clients quickly"

What do you like best?

With our great looking templated proposals it takes me under 1 minute to generate and send a fantastic looking proposal to prospects and clients. Due to the great integration with Pipedrive, there is next to no manual data entry (other than quantity and price variations). It fits with our overall philosophy to keep information consistent, current and on the cloud.

What do you dislike?

Added functionality to allow for line item discounting would be a welcome change.

Recommendations to others considering the product

Great product - the time investment to get your templates perfected will pay off.

What business problems are you solving with the product? What benefits have you realized?

By using templates and integrations, we eliminate duplicate data entry. This effective practice falls in line with our lean principles as a company.

Proposable review by Seth K.
Seth K.
Validated Reviewer
Verified Current User
Review Source

"My favorite sales tool"

What do you like best?

Incredibly fast and simple to send out professional looking proposals, collecting account and billing information is done all from within the proposal.

What do you dislike?

The platform does go down occasionally, and when it does its a big problem for our team.

Recommendations to others considering the product

I personally believe that any sales team not using this platform is absolutely wasting their time with other methods.

What business problems are you solving with the product? What benefits have you realized?

At previous companies who did not use this platform Id spend far too much of my day creating a PDF proposal from a Powerpoint slide, then after the deal was secured going through a long process to invoice and collect billing information. Proposable quickly solves this.

Proposable review by Tom S.
Tom S.
Validated Reviewer
Verified Current User
Review Source

"Best Proposal Software Out There"

What do you like best?

How seamless it is with the notifications and analytics tracking. Super easy to template and edit proposals. Changing a proposal takes seconds, not days.

What do you dislike?

I really don't have anything I dislike about Proposable.

Recommendations to others considering the product

It is the best proposal software I have ever used, and makes it so easy for your clients to sign. Much better than DocuSign or anything else out there that I have used. If you're considering it - buy it.

What business problems are you solving with the product? What benefits have you realized?

Saves time, cuts through red tape, I don't have to send a client multiple proposals as changes are made. It's a sales organization's dream!

Proposable review by Brad W.
Brad W.
Validated Reviewer
Verified Current User
Review Source

"Smart, reliable, and constantly improving."

What do you like best?

Proposable just works. It does everything I need it to do. I can make visually interesting sales presentations, dynamically insert content, and execute agreements. Proposable powers our entire sales process.

What do you dislike?

The analytics are really central in the UI, but they are less important to me than directly accessing proposals.

Recommendations to others considering the product

Use variables to customize terms of service for individual customers.

What business problems are you solving with the product? What benefits have you realized?

By having the proposal and agreement acceptance in a single path, we close more business faster. I'm able to give individual sales reps the ability to customize proposals, but still maintain control over our message and brand standards.

Proposable review by Trisha V.
Trisha V.
Validated Reviewer
Verified Current User
Review Source

"Excellent Proposal Software"

What do you like best?

The ability to access it online allows us to access proposals from anywhere when get busy away from the office. The line items we can select to insert help save us time in typing up descriptions of products. Integration with our CRM Insightly allows new proposals to be created in Insightly so the team is aware of what is new or won. Excellent customer support. Thank you Proposable!

What do you dislike?

Most of the improvements we have requested have been developed and continue to develop.

What business problems are you solving with the product? What benefits have you realized?

This easy to use web-based proposal software helps save our team time in preparing proposals and contracts for our clients. We also love the e-signature function which increases our ability to close on a proposal instantly rather than wait for a paper copy.

Proposable review by User
User
Validated Reviewer
Verified Current User
Review Source

"Great platform for client quotes"

What do you like best?

I like how customizable the website is for my clients. I can add as many sections as I want with all of the information they need for their quote or itinerary.

What do you dislike?

I am not able to view the sections on my Android phone. It would also be nice to have more folders to organize client quotes & itineraries a little more. WOuld love to see it as an app with more capability for client travel itineraries.

Recommendations to others considering the product

Would be great to have it work with the CRM TESS that we are using. Or at least able to upload the information.

What business problems are you solving with the product? What benefits have you realized?

It is very professional looking for me to send to a client to quote them, or send them all the information they need for their trip itinerary.

Proposable review by Meenakshi B.
Meenakshi B.
Validated Reviewer
Verified Current User
Review Source

"An ok experience with Proposable, good for making proposals."

What do you like best?

A few areas where Proposable is good are ease of administration set up, easy to utilise, and has a decent list of capabilities

- Professional presentation

- Keeps marking reliable

- Video utilization capacity

- Tracking when prospects open

What do you dislike?

Had a few things, yet they were amended in the new form. My negative experience has been with administration and backing which is really the most basic part of any administration you depend on.

Proposable keeps marking predictable more youthful organization and with that accompanies bugs. Tracking when the prospect is being read down't work properly and probably gets wrong information about tracking.

What business problems are you solving with the product? What benefits have you realized?

We use Proposable on a regular basis and it helps in preparing proposals to a great extent. Proposable helps in making the entire system automated and most of our team has already started relying on Proposable. Real-time tracking of proposals and information about when they are being read is quite useful and helps us in planning our moves in a better way.

Proposable review by User in Marketing and Advertising
User in Marketing and Advertising
Validated Reviewer
Verified Current User
Review Source

"Easily the best proposal software we've used."

What do you like best?

I love that it's quick and easy to pump out proposals, yet I can make them as customized as I need to. In addition to that, I also love the stats that are shared with my team regarding who has viewed the proposal and for how long.

What do you dislike?

The text editor will sometimes hang or glitch, but a simple refreshing of the page will usually fix that issue. So not a big deal but if I had to point to something.

What business problems are you solving with the product? What benefits have you realized?

We use it to produce our sales and marketing proposals for all of our clients. We probably generate a few dozen proposals a day and it allows one sales person to manage all of that chaos in an efficient way.

Proposable review by User
User
Validated Reviewer
Verified Current User
Review Source

"Great Proposable management system for small SaaS companies"

What do you like best?

Simple design and intuitive interface.

Enjoy the ability to make proposals on the fly and create custom line items. Appreciate the multiple delivery methods. Sharable link, email option from the actual recipients window.

What do you dislike?

Not much to be honest. By and large it has been a great tool! There is one experience killer for me and it is when you try to search an old accepted or archives proposal. If you need to search or iLY

What business problems are you solving with the product? What benefits have you realized?

The ability to build custom agreements on the fly is an excellent part of proposable.

The simplistic design and user experience are intuitive and easy to navigate.

The ability to edit proposals pre-send and post send is very simple and easy to use/navigate

Proposable review by Gregory H.
Gregory H.
Validated Reviewer
Verified Current User
Review Source

"Great tool - easy to use"

What do you like best?

Seeing the view time of prospects in the tool really allows me to understand how engaged they are at this critical phase of the sales cycle

What do you dislike?

There is a bug with the save feature which prevents me from saving my work in the browser, it is sporadic.

Recommendations to others considering the product

Spend the time learning how to use it, it's a valuable tool!

What business problems are you solving with the product? What benefits have you realized?

Sending quotes is now easier and they look WAY more professional. It has allowed us to standardize and improve this process

Proposable review by Lakshay N.
Lakshay N.
Validated Reviewer
Verified Current User
Review Source

"Best web app for creating proposals till date"

What do you like best?

The best thing about proposable is it's real time editing based on the feedback. This service is similar to Google docs but in a better and enhanced way. You can create your proposals and share it with your colleagues, and if they want to comment on any section, they can and you can edit that section in real time with all the changes visible.

The tools they provide us to create proposals like all the font editing and paragraph editing tools plus the additional sections according to the category we have chosen of our proposal. This gives us a better and more clearer idea on what points to add in which section. I find it very useful when I used it in my startup named Leaf to create sales proposals.

What do you dislike?

COST.

For a user like me, cost worries me a lot. When proposable was launched it was $19.99 for 15 proposals and 1 GB online storage per month. Recently, I checked, it is $29 for unlimited proposals per month.

I don't create much proposals but whenever I create, mostly time I use proposable but I am always worried that whether my moth's subscription is over or not otherwise I will have to pay again. SO, I thing pricing i what I dislike the most, rest what they have given us is more than enough to create super proposals.

Recommendations to others considering the product

if pricing doesn't bother you much and you're in need to create impressive proposals then you should surely checkout proposables. In proposable, you can select the predefined templates or you can upload one of your own and then edit the proposals according to the sections. You will surely see the increase in your conversion rate. All the best!!!

What business problems are you solving with the product? What benefits have you realized?

Actually, I worked in a startup named LEAF, which is a women safety wearable startup and in that startup, I use to create sales proposals which my mentor told me are not correct. I searched for some online tools and there I found proposable and I tried it out(version 1) and I like it, I personally paid for a month and create all my proposals with the help of proposable.

My mentor use to praise me afterwards because my proposals are now more organized and clearer. Plus the format was also eye pleasing which impressed me as well my mentor. All thanks to proposable.

Proposable review by Paige C.
Paige C.
Validated Reviewer
Verified Current User
Review Source

"Soppy product for unprofessional proposals"

What do you like best?

The software is not very complicated to use, which may be why there is an unprofessional appearance, and the cloud based feature is nice. But there are way better options out there and they almost all offer a cloud based solution, which has become the norm.

What do you dislike?

The actual software is terrible. It is very elementary and unprofessional, which is the whole reason for using it, to look more professional with your proposals. Limited designs, very elementary and amateur.

Recommendations to others considering the product

Step up the programming and development. While it is great that it is easy to use there are better programs and basically all are cloud based. I see no reason to chose this product over other products in the market right now.

What business problems are you solving with the product? What benefits have you realized?

We want to creat business proposals that are professional and effective. This product didn't help us do either of those things. I can create proposals on my own that are more appealing. Very limited designs all around.

Proposable review by Dan V.
Dan V.
Validated Reviewer
Verified Current User
Review Source

"Excellent Platform"

What do you like best?

Super easy to use, big time saver, able to create very easy templates for specific service line items

What do you dislike?

Sometimes can get a bit buggy with graphics when the PDF is downloaded. Also, customers can sometimes get a bit confused an accept the proposal when they think they are just viewing it. Overall, great platform

Recommendations to others considering the product

Maximize the usage of videos and graphics, really stands out!

What business problems are you solving with the product? What benefits have you realized?

Able to easily submit proposals quickly, great to save time

Proposable review by Jason S.
Jason S.
Validated Reviewer
Review Source

"Enterprise-grade Proposal Software"

What do you like best?

Getting up and running is easy and the support is fantastic. We've been using Word for years and it's gotten hectic. The interface is easy to use and isn't cluttered with stuff you don't need. The ease-of-use was our selling point for our 400+ sales people around the globe.

What do you dislike?

Although they supply free sample templates, they're OK and easy to work with, but we ended up building our own within the system. It was simple. I'd like to see more templates that I can pick from as we continue to grow in various markets around the world.

Recommendations to others considering the product

I would suggest looking at Proposable if you are looking for proposal software that grows with you.

What business problems are you solving with the product? What benefits have you realized?

We needed something that consolidated our process which consisted of Word + Docusign + a hodgepodge of other services to generate proposals for our entire organization. We have 20 various business units and Proposable's departments help us to segment our business by product, service or even currency. They're open to listening to our ideas and needs. At first we were a little leery about moving to the cloud, but it made sense when we're using Salesforce and several enterprise systems.

Proposable review by User in Construction
User in Construction
Validated Reviewer
Review Source

"PROJECT MANAGER/ESTIMATOR "

What do you like best?

I use many different applications, some local others cloud based. I often revisit and revise documents.

I can access Proposable from multiple platforms when i venture away from my "hub". Having a secure backup tool helps to ensure that I can duplicate and send revisions on the fly,.There's a saying about Backups in IT departments: “Have Good Backups, Or a Good Resume”

What do you dislike?

I have to run at break neck pace to keep up with my work load. With the economic performance as of late there can be no added hiccups to my production. Things turn on a pinhead, and the last thing i need is an Error or "restart". I have had 2 instances in one year that made it necessary to draft documents outside of Proposable. I don't know what was the cause. (updating your servers)

Recommendations to others considering the product

DON'T FORGET TO SAVE BEFORE EXITING.... WAIT FOR CONFIRMATION

What business problems are you solving with the product? What benefits have you realized?

I am able to pull up my past proposals review and resolve scope and contract information with out being chained to a desk. Being able to "mirror" winning practices and track it across the board provides a nice measuring stick.

Proposable review by Todd H.
Todd H.
Validated Reviewer
Review Source

"Creating a Valuable Feedback Loop For Your Proposals"

What do you like best?

The feedback for our proposals that Proposable.com has provided is invaluable. We can tell how long each proposal is viewed, what pages are viewed most and total time spent reviewing. If you're a sales professional, you know these metrics are extremely valuable for ongoing dialog with your client.

What do you dislike?

I would prefer more options in style, fonts, and drag-drop visuals. The word processing end of the product still seems a bit clunky to me.

Recommendations to others considering the product

Its a great product. You will gain valuable insights from using it!

What business problems are you solving with the product? What benefits have you realized?

The ability to send a proposal by Proposable and see how long my potential client is viewing it (and what pages they are viewing) gives me incredible

Proposable review by Jacob Y.
Jacob Y.
Validated Reviewer
Verified Current User
Review Source

"One of our most valuable sales tools"

What do you like best?

Reps get texts, email notifications for views and acceptance. We use these to reach out at the perfect time to engage customers. Easy, simple way for customers to accept the proposal.

What do you dislike?

Every now and again proposable goes down and customers associate not being able to accept a proposal with the service they would be purchasing from us.

What business problems are you solving with the product? What benefits have you realized?

Lower sales frictions all contracts are created, reviewed and accepted in a much quicker timeline than other solutions.

Proposable review by Katie B.
Katie B.
Validated Reviewer
Verified Current User
Review Source

"Can't work without it"

What do you like best?

I love that I can tell when my clients have looked or not looked at a proposal.

What do you dislike?

I would like the ability to have my address, the customer address and the customer domain name as fields in the proposal. I would also like to be able to do a search and replace in edit mode.

What business problems are you solving with the product? What benefits have you realized?

I am not particularly organized. Proposal keeps me on track.

Proposable review by Chip T.
Chip T.
Validated Reviewer
Review Source

"Chip Treadwell - Cleansolution Sevices LLC"

What do you like best?

I like the flexibility and the metrics of each proposal.

What do you dislike?

There is a lot of coding that goes into the design. It would be great to see a bit more of a WYSIWIG set up. It seems a bit slow as well.

Also it would be great if I submit a proposal to the same compnay twice for different services, it remembered the company info, address, site address, my job title, etc..

An image library as well for logos on proposals :)

What business problems are you solving with the product? What benefits have you realized?

Consistent format of proposals.

It is a great way to see all of the proposals I have submitted to clients.

Proposable review by User
User
Validated Reviewer
Verified Current User
Review Source

"Proposalble makes getting signed orders fast and efficient"

What do you like best?

The fact that our clients can sign anywhere they are without needing to print out proposals and signing. Also keeping all proposals kept organized in one place.

What do you dislike?

The proposals don't have very much customization other than going in to the HTML function which is too advanced. Having saved versions in case you click save by accident as right now you lose everything without being able to undo.

Recommendations to others considering the product

Keep the proposals simple. Making complex ones don't look attractive

What business problems are you solving with the product? What benefits have you realized?

A lot of our clients are busy and on the road and this lets them accept the proposal and order wherever they are.

Proposable review by Jeremy R.
Jeremy R.
Validated Reviewer
Review Source

"Proposable Review"

What do you like best?

Proposable is a very easy and unique way to send out proposals. Potential clients ask which software I use multiple times a week.

What do you dislike?

I honestly have been thinking about this question for 5 minutes and I can't come up with something I don't like.

Recommendations to others considering the product

Make sure to use it. Also, set up the auto email and text options. It is very nice be notified when your potential client is viewing their proposal.

What business problems are you solving with the product? What benefits have you realized?

Proposable has made a much simpler way of tracking who you send proposals to, how much they are for, when they view the proposal, etc..

Proposable review by Leigh M.
Leigh M.
Validated Reviewer
Review Source

"I'm very satisfied with this software"

What do you like best?

I am able to get quotes out to my potential clients in very little time due to the ease of using this software

What do you dislike?

The formatting isn't friendly for mobile devices - I have to include a disclaimer with my quotes that it is best viewed on a computer versus a mobile device

What business problems are you solving with the product? What benefits have you realized?

Time saver for preparing quotes, able to load previously saved information and incorporate it in very quickly, I love being able to see when a potential client has viewed the proposal and what they looked at and for how long

Proposable review by Rony M.
Rony M.
Validated Reviewer
Review Source

"Good Product, Unacceptable Support and Service"

What do you like best?

The service is simple to set up, simple to use, and has a good feature set

What do you dislike?

While the service has been good to use, my negative experience has really been with service and support which is actually the most critical part of any service you rely on.

Recommendations to others considering the product

My experience with them fell apart when I started working with their team to redevelop my proposal and build out a custom proposal which they offered as a service and which I paid them for almost a year ago sometime in 2015. It's been almost a year and I have received excuse upon excuse about why it's not done, delays, no response to emails. I feel there's really only one person in support and it's Gabe and so trusting your business to a company without any depth is problematic.

We are now approaching may, and I'm still not getting any resolution to what I paid for as a service. I have since switch to a new provider which actually has more than one person. It's more expensive, but at least people are willing to provide support. I feel that's very important as this is a key element to me closing business and needs to work and look great.

What business problems are you solving with the product? What benefits have you realized?

Client Sales Process

Proposable review by Stephanie L.
Stephanie L.
Validated Reviewer
Verified Current User
Review Source

"Good App for Creating Proposals"

What do you like best?

Propoable is great for creating proposals pretty easy. This is the first site I have used for creating proposals, and I was pretty happy so far. The site is laid out neatly, which makes finding what you need to add really easy and simple.

What do you dislike?

The cost for unlimited storage per month is pretty pricey. At the moment I would not need to use Proposable every single month.

Recommendations to others considering the product

Try out the 14-day trial first before paying anything.

What business problems are you solving with the product? What benefits have you realized?

I need to create business proposals for my different brands to the executives and board members. This helped in creating the proposals.

Proposable review by Barry B.
Barry B.
Validated Reviewer
Verified Current User
Review Source

"Great Application - Better than Expectations!"

What do you like best?

- Professional presentation

- Keeps branding consistent

- Video usage ability

- Tracking when prospects open

- Tracks what the prospects interest based on what they spend time viewing

What do you dislike?

I have no issues. Had a couple items, but they were rectified in the new version.

Recommendations to others considering the product

We have been using Proposable for several years. We find that being able to track your prospects interest level in the different categories of your proposal offers a huge advantage. But the ability to add video is state of the art. Video provides you another opportunity to provide one last pitch of why your product or service is superior. I highly recommend standing out from your competitors and using Proposable.

What business problems are you solving with the product? What benefits have you realized?

Provides us consistent branding and a consistent message across the board.

Proposable review by Dan B.
Dan B.
Validated Reviewer
Verified Current User
Review Source

"Great proposal software"

What do you like best?

Easy to use and configure proposals. Good dashboard and ability to manage pipeline.

What do you dislike?

Would like the dashboard to be more configurable to handle volume of deals and not focussed on actual value.

What business problems are you solving with the product? What benefits have you realized?

Ability to see when clients read proposals. Better management and chasing of pipeline.

Proposable review by Matt W.
Matt W.
Validated Reviewer
Review Source

"Keeps improving"

What do you like best?

It is great using the pre-made templates to get quotes out very quickly. Customers like the format. Quick to respond if having issue or questions.

What do you dislike?

It could use better search across all proposal status instead of having to search in each one. Would like options to change a line item and apply to library. No option for mobile.

Recommendations to others considering the product

Start with line items. Then move to sections to create your templates.

What business problems are you solving with the product? What benefits have you realized?

The speed of getting quotes out is fantastic and very helpful.

Proposable review by Tammy S.
Tammy S.
Validated Reviewer
Review Source

"Proposable is a must have for travel quotes and itineraries"

What do you like best?

Proposable provides great basic quotes, or you can completely create your own based on travel destination. It is also a life-saver in allowing creation of daily itineraries.

What do you dislike?

I would like the copy and paste feature to be a little easier

What business problems are you solving with the product? What benefits have you realized?

Once I signed up for Proposable I saw how beneficial the program was for quotes and itineraries with travel clients. It looks professional and is so easy to pop information in rather than recreating an original each trip.

Proposable review by User
User
Validated Reviewer
Verified Current User
Review Source

"Proposable is great! Very user friendly with so many options. I have loved what it’s done for me. "

What do you like best?

I like how easy it is to view all proposals and quickly see how many views each has gotten and how long each page has been viewed.

What do you dislike?

The only thing that I dislike is that we can’t get back to the initial info page once a proposal as been sent, so there isn’t a way to edit certain parts.

What business problems are you solving with the product? What benefits have you realized?

Saving so much time creating my own proposals over and over and without all the nice features.

Proposable review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"A little clunky to use, but once a template is created, it's fairly easy to generate a proposal."

What do you like best?

I like the ability to see when the recipient has reviewed the proposal, how often and for how long.

What do you dislike?

It is very difficult to make revisions and create consistent formatting. It also does not produce a clear PDF.

What business problems are you solving with the product? What benefits have you realized?

It allows me to generate a proposal for prospects and deliver an online version. The benefit from using Proposable is it allows me to see the level of interest of a prospect through the viewing analytics.

Proposable review by Federico D.
Federico D.
Validated Reviewer
Verified Current User
Review Source

"Best web-based proposal app"

What do you like best?

- Ease to use

- Useful features

- An awesome interface

- internationalization, Sí señor!! we are able to send proposals to different countries in several languages

What do you dislike?

No issues at all, keep going forward guys!!

Recommendations to others considering the product

- Move to Proposable, your life will be better, they have a lot of templates ready to use

- internationalization! +++

- Responsive design, easy to use, even on my iPad

What business problems are you solving with the product? What benefits have you realized?

- Improve our creation time

- Real-time feedback, help us to take some actions

- What you see is what you print

Proposable review by Spencer P.
Spencer P.
Validated Reviewer
Review Source

"Proposable Review"

What do you like best?

I love how you can track opens and when a proposal is accepted

What do you dislike?

Goes down from time to time. Other than that it has been awesome

Recommendations to others considering the product

make sure you sync it with your CRM to get full functionality

What business problems are you solving with the product? What benefits have you realized?

Clients can accept a proposal and then immediately create their account and enter billing. Seamless process for the client and allows us to capture a higher percentage of those that accept their proposal.

Proposable review by Jennifer N.
Jennifer N.
Validated Reviewer
Review Source

"Always improving"

What do you like best?

Streamlined, professional process really helps me quickly generate proposals that are easy to use and my clients appreciate.

What do you dislike?

Sometimes it's buggy or hard to format. I have lost entire sections when it gets stuck.

What business problems are you solving with the product? What benefits have you realized?

Trackability that proposal is viewed (eliminates "I never saw it!")

Ability to go back and see other proposals

Makes my pipeline understandable

Easy to report at end of year on closed/lost business

Integrates with Hubspot

Proposable review by Jason B.
Jason B.
Validated Reviewer
Review Source

"Proposable saved me so much time"

What do you like best?

Using the duplicate function helps me bang out a proposal in no time.

What do you dislike?

I wish I could search within each proposal in order to find the one I'm looking for.

What business problems are you solving with the product? What benefits have you realized?

Being able to create proposals on the fly has saved me a ton of time, and being able to track who's opened it, and how long they've spent on it, helps me with the follow up.

Proposable review by Ayush J.
Ayush J.
Validated Reviewer
Verified Current User
Review Source

"Proposable - docs to go"

What do you like best?

Team support is very quick and impressive. Free trial is also for enough days to check out the whole software.

What do you dislike?

Pricing is little hard on my pocket after free trial period ends.

Recommendations to others considering the product

One can try for free trial period and I believe most will agree with my review.

What business problems are you solving with the product? What benefits have you realized?

I am self employed hence it helps me in building proposals in a variety of manner and adds more professionalism to it.

Proposable review by Michael D.
Michael D.
Validated Reviewer
Verified Current User
Review Source

"Proposals made easy!"

What do you like best?

One place for all our company templates

What do you dislike?

I wish changes or auto saved similar to google docs

What business problems are you solving with the product? What benefits have you realized?

keeping proposal data, pictures and resources in one place

Proposable review by User in Management Consulting
User in Management Consulting
Validated Reviewer
Verified Current User
Review Source

"Great product, easy to handle, powerful in presentation and stats/dashboard"

What do you like best?

Analytics of accesses made to a proposal, helps to understand decision process of potential client

What do you dislike?

Online user tutorials are a little bit weak. I would expect better instructions of how the links work and how the system behaves.

What business problems are you solving with the product? What benefits have you realized?

We have had no good proposal process in the past, now with this app combined with our CRM the selling process has improved a lot

Proposable review by Troy C.
Troy C.
Validated Reviewer
Review Source

"The next step in proposal creation"

What do you like best?

The ability to create proposal templates, which lets me quickly recreate many similar proposals

What do you dislike?

I dislike the fact that I can't seem to make a new line item a template item.

What business problems are you solving with the product? What benefits have you realized?

I have solved the problem of not having enough time to create consistent, good-looking proposals. I've also realized the benefit of it telling me anytime a client looks at a proposal

Proposable review by User in Restaurants
User in Restaurants
Validated Reviewer
Review Source

"Shorten the sale cycle with proposable "

What do you like best?

You can create templates which allow you to shorten the cycle of sending proposal. Sms notification when someone reads the proposal. Know what part is read.

What do you dislike?

Is not mobile friendly. Does not aggregate readership of sections over different clients. Does not integrate with zoho crm. Cannot integrate with outlook. Or had limited integration. Cannot integrate with a workflow with autoresponder. So no follow up.

Recommendations to others considering the product

Proposable will help send out proposal quickly. Let you know when somebody reads and what they read. This speed and insight is helpful.

What business problems are you solving with the product? What benefits have you realized?

Can help you reducing cycle time of creating proposal. Increases speed.

Proposable review by Cara C.
Cara C.
Validated Reviewer
Review Source

"Lots of potential, but needs improvement"

What do you like best?

Ability to create, send and store proposals. Tracks analytics of views/time spent by page/section.

What do you dislike?

Really temperamental and difficult to format at times.

Price only includes one user, can buy more

Recommendations to others considering the product

It's a great first step to improving a bad/ugly proposal, but it can be frustrating to use since due to the formatting issues.

What business problems are you solving with the product? What benefits have you realized?

Improved the look/feel of our proposal 100%

Helpful to know analytics

Proposable review by Charles A.
Charles A.
Validated Reviewer
Review Source

"Does the job well and affordably"

What do you like best?

Being able to write reusable snippets which can be used to compile a new proposal in record time.

What do you dislike?

I dislike the size of the PDF generated if you use an image background. 14MB+ for a PDF.

What business problems are you solving with the product? What benefits have you realized?

Lead generation; getting proposals out to clients as quickly as possible. Proposable has helped enormously.

Proposable review by Administrator in Marketing and Advertising
Administrator in Marketing and Advertising
Validated Reviewer
Review Source

"Great Business Tool"

What do you like best?

Proposable allows us to design dynamic proposals and deliver effortlessly to the client. The process from proposal creation to signature is simplified for our business and our clients.

What do you dislike?

We notice discrepancies in the templates mostly dealing with font errors. It can be time consuming to go in and reformat if it doesn't reformat properly the first time.

What business problems are you solving with the product? What benefits have you realized?

As a business owner, I have greater visibility over the sales team, the proposals that are being sent out, and understanding the true pipeline.

Proposable review by User
User
Validated Reviewer
Review Source

"Gets the job done"

What do you like best?

The interface user-friendly on both the back and front ends. My clients don't have much difficulty navigating within the site/proposal.

What do you dislike?

How to save sections to a library to use for the future is unclear and doesn't seem to work for me. Having a usable feature such as this would save me a lot of time.

What business problems are you solving with the product? What benefits have you realized?

In my business, I need my client to "sign off" on the agreed-upon proposal. This format/method is much easier to use than something like Docusign.

Proposable review by User in Internet
User in Internet
Validated Reviewer
Verified Current User
Review Source

"Nice central place to send proposals"

What do you like best?

I like how this place organizes your proposals to send to clients. It makes it neat, tidy and professional which is what we need now a days for every client.

What do you dislike?

i dont like how they charge the users. this to me is a simple platform and should be free to small users.

Recommendations to others considering the product

please offer a free platform!

What business problems are you solving with the product? What benefits have you realized?

again i like how this is neat and professional. this is also good to keep everything in one place

Proposable review by Consultant
Consultant
Validated Reviewer
Review Source

"One of the best online proposal tools"

What do you like best?

The interface is easy to set up and I love the flexibility that you have to set up the proposal.

What do you dislike?

Like many other online proposal software providers, it can have some challenges to convert the online format to a PDF format.

Recommendations to others considering the product

Make sure that you look through all of the options to execute a proposal.

What business problems are you solving with the product? What benefits have you realized?

It offers the flexibility to offer a proposal in a very expansive or minimal format based on the needs of your potential client.

Proposable review by Agency in Marketing and Advertising
Agency in Marketing and Advertising
Validated Reviewer
Verified Current User
Review Source

"Incredibly efficient and trustworthy "

What do you like best?

I love that I can mass produce things in a way that lays out all the details for clients

What do you dislike?

I wish that it was easier to search specific verbiage in all proposals

What business problems are you solving with the product? What benefits have you realized?

Communicating our objectives and promises to the clients

Proposable review by Elisabeth G.
Elisabeth G.
Validated Reviewer
Review Source

"Great Proposal Software"

What do you like best?

Very easy to use, add pictures and other items to the proposal. Creates professional looking proposals for clients very quickly.

What do you dislike?

It is pricey for a single user at a per month fee, though it could be better for many users in a team. There is no integration with the CRM system I use, so it looses some of its flare here for me.

What business problems are you solving with the product? What benefits have you realized?

Creates templates that can be used repeatedly for similar work.

Proposable review by User
User
Validated Reviewer
Review Source

"Amazing Software"

What do you like best?

It is super user friendly and intuitive. Clients ask us all of the time what software we are using for proposals when they see the software. Very customizable as well. The new alerts feature is an added bonus.

What do you dislike?

I wish there was a mobile app. This would allow much easier manipulations of the proposal when clients needed a quick change.

What business problems are you solving with the product? What benefits have you realized?

Quick and easy contracts. Very intuitive and easy to understand for all ages and users.

Proposable review by Abhishek s.
Abhishek s.
Validated Reviewer
Review Source

"Good proposal making and editing software"

What do you like best?

This is specially useful while there are multiple stakeholders involved while making proposals. It makes tracking the proposal pipeline easy and simple. Standard templates add to the functionality

What do you dislike?

Since it is being used by people who are not as tech savvy with using different kind of softwares, a tutorial briefing the major functionalities could be an ideal addition to this.

What business problems are you solving with the product? What benefits have you realized?

Proposal pipeline tracking

Proposable review by User in Marketing and Advertising
User in Marketing and Advertising
Validated Reviewer
Review Source

"Great tool to easily send proposals quick"

What do you like best?

I like that it is easy to use for both our staff and our customers, looks clean and helps us sign business faster.

What do you dislike?

There really isn't anything I don't like about it or haven't found anything yet that I don't like about it.

What business problems are you solving with the product? What benefits have you realized?

This has been a huge help with our sales team since they are easily able to present materials customized for the customer and also get deals signed with it faster.

Proposable review by James  S.
James S.
Validated Reviewer
Review Source

"Great! A Blessing!!"

What do you like best?

Easy to use. Great for Follow Up. Our Customer base loves it easy to communicate.

What do you dislike?

We have no complaints at the time. I will keep you posted.

What business problems are you solving with the product? What benefits have you realized?

Sales and Customer Communicate.

Proposable review by User in Transportation/Trucking/Railroad
User in Transportation/Trucking/Railroad
Validated Reviewer
Review Source

"Slick software!"

What do you like best?

I love how many options you have and how fancy you can make the proposal. I also like that you can email a link and monitor the time the customer spends in their quote.

What do you dislike?

It's tricky and I still haven't found out how to delete a contact.

What business problems are you solving with the product? What benefits have you realized?

We're quoting with this software and using the analytics to see what parts of our proposal are most helpful (other than pricing).

Proposable review by Administrator in Marketing and Advertising
Administrator in Marketing and Advertising
Validated Reviewer
Review Source

"Great System for Team Forecasting"

What do you like best?

Being able to see when prospects access proposals and how much time is spent in each section.

What do you dislike?

Building and customizing sections is more akin to building a website or using WordPress than it is to using Word or Pages.

What business problems are you solving with the product? What benefits have you realized?

Insight into prospect access. Ability to making followup shortly after viewing, having a good idea about what parts of a proposal are going to be topics of discusssion.

Proposable review by Nidhi S.
Nidhi S.
Validated Reviewer
Review Source

"Ideal sales management tool"

What do you like best?

Being in sales , proposable is the ideal tool to manage sales pipeline and proposal making in a group . Standard templates with customised branding options are the best features of it

What do you dislike?

Did not find any fault as such. It is pretty simple to use and intuitive.

What business problems are you solving with the product? What benefits have you realized?

Pipeline management

Proposable review by Rubin J.
Rubin J.
Validated Reviewer
Review Source

"Proposal making simplified"

What do you like best?

The novelty of the idea in itself is the most attractive feature of this software. Standardized proposals on clous for multi team planning and analysis. Simple and comprehensive

What do you dislike?

nothing much as such. The complete process is very simplified. Best software for proposal management

What business problems are you solving with the product? What benefits have you realized?

Proposal management

Proposable review by User
User
Validated Reviewer
Review Source

"Overall good experience - needs some tweaking"

What do you like best?

Integration with Hubspot. I create quotes in Proposable and all the data gets entered in Hubspot as a deal.

What do you dislike?

In the quotes and estimates portion of the quote, there should be the option for subtotals and then additional line items added followed by the grand total. The ability to have multiple subtotals would be helpful.

What business problems are you solving with the product? What benefits have you realized?

Effective tracking of the sales pipeline

Proposable review by Agency in Marketing and Advertising
Agency in Marketing and Advertising
Validated Reviewer
Review Source

"Very Happy with Proposable"

What do you like best?

I love that its so easy to create a new proposal. It used to take me so long to create proposals but now it takes less than 5 minutes.

What do you dislike?

I want to intigrate it with Salesforce. right now i am still waiting on a response from my email inquiring on this.

What business problems are you solving with the product? What benefits have you realized?

that i have all leads in one location now.

Proposable review by Agency in Marketing and Advertising
Agency in Marketing and Advertising
Validated Reviewer
Review Source

"Long-time Proposable Customer"

What do you like best?

I appreciate being able to cut down time writing proposals with templates, and tracking responses.

What do you dislike?

There used to be some bugs with the server, though I haven't had any problems like this for quite some time.

What business problems are you solving with the product? What benefits have you realized?

Tracking what people read and for how long on a proposal is very helpful intelligence.

Proposable review by User
User
Validated Reviewer
Review Source

"reccomendation"

What do you like best?

I haven't used a lot of systems. This seems to work fine but some glitches. Doesn't always sync with our other system InSightly easily.

What do you dislike?

slow loading, limited sort features, syncing with other system

Recommendations to others considering the product

I can only honestly say to take a look and compare to others.

What business problems are you solving with the product? What benefits have you realized?

tracking - now we can

Proposable review by User in E-Learning
User in E-Learning
Validated Reviewer
Verified Current User
Review Source

"Ready to go proposals"

What do you like best?

Can build online sales proposal very quickly.

Proposals could be analysed through proposable

What do you dislike?

Little bit complex process of getting the proposals done.

No 24 hrs support.

What business problems are you solving with the product? What benefits have you realized?

Help to build online proposals. Good for sales person

Proposable review by User
User
Validated Reviewer
Review Source

"Wonderful Resource"

What do you like best?

I love the way that these proposals look in the end. The ability to have videos included is different and helps catch the customer's eye.

What do you dislike?

The platform can be tricky to learn at first.

What business problems are you solving with the product? What benefits have you realized?

We use proposable for all of our sales quotes.

Proposable review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Great business idea combined with an immediate need"

What do you like best?

Content library, flexible estimates, proposal analytics , electronic signature . All the features are very well thought out and hugely solve the business proposal making process.

What do you dislike?

It is a bit costly. For the amount of problems it is solving for our company it is a bit overpriced.

What business problems are you solving with the product? What benefits have you realized?

proposal making and submission process. Effective pipeline management.

Proposable review by User in Food & Beverages
User in Food & Beverages
Validated Reviewer
Review Source

"very configurable, user friendly"

What do you like best?

The ability to amalgamate pricing tables is smart.

What do you dislike?

Search could use a little work, but this doesn't stop us from creating great looking proposals quickly.

Recommendations to others considering the product

go for it

What business problems are you solving with the product? What benefits have you realized?

The ability to see individual page views, and when prospects have downloaded is really useful.

Proposable review by User in Hospital & Health Care
User in Hospital & Health Care
Validated Reviewer
Review Source

"Proposals creation and management made easy"

What do you like best?

We are a team spread out in different geographies working on similar proposals. The database management and template creation for different types of services makes it really convenient to use.

What do you dislike?

Did not face any problem as such. Some in-built support for graphs and animations will make it perfect

What business problems are you solving with the product? What benefits have you realized?

Proposal management

Proposable review by User in Biotechnology
User in Biotechnology
Validated Reviewer
Review Source

"Easy and efficient way to manage proposal making process"

What do you like best?

Making standard packages which can be easily modified by various team members makes proposal making process very fast and efficient. Another advantage is easy pipeline management and tracking of proposals.

What do you dislike?

Nothing as such. It has all the features necessary for streamlining the proposal making process.

What business problems are you solving with the product? What benefits have you realized?

Proposal creation and pipeline management

Proposable review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Proposable is Amazing!"

What do you like best?

Proposable allows me to send and have complete visibility into my deals. Iget notified everytime someone opens, views, and accepts my proposals. I would recommend them to anyone.

What do you dislike?

younger company and with that comes with bugs.

What business problems are you solving with the product? What benefits have you realized?

Faster deal to close time

Proposable review by User in Wireless
User in Wireless
Validated Reviewer
Review Source

"Proposable "

What do you like best?

Ease of use, features and interfaces that it has

What do you dislike?

sometimes it takes some time for things to load

What business problems are you solving with the product? What benefits have you realized?

proposals

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Proposable
4.3
(70)