5.0 out of 5 stars

seProposals allows you to point and click to create proposal content and assemble proposals in a visually stunning PDF document that can be professionally printed, output on your office printer, or emailed.

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seProposals Features

Document Creation
Customizability: Variables and Fields

Define fields to pull in dynamic information.

(Based on 5 reviews)
Template Creation and Flexibility

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

(Based on 5 reviews)
Rich Media

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

Not enough data available

Online Document Creation

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

(Based on 5 reviews)
PDF Creation

Create attractive PDF versions of proposals.

(Based on 5 reviews)
Custom Branding

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

(Based on 5 reviews)
Document Builder Interface

Easily search for and add elements to a proposal.

Not enough data available

Collaborative Creation

Multiple users can edit a single document.

Not enough data available

Assembly and Approval Workflows

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

Not enough data available

Engagement Tracking

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

Not enough data available

Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

Not enough data available

Reporting and Dashboards

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

Not enough data available

Administration and Platform
User, Role, and Access Management

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

(Based on 5 reviews)
Alerts and Notifications

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

Not enough data available

CRM Integration

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

Not enough data available

E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

Not enough data available

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.

Not enough data available

CPQ Integration

Push and pull data from quote applications to build proposals.

Not enough data available