Proposable

"We use Proposable on a regular basis & are generally happy with it."

Opmerkingen: Proposal storage, easy access, create templates. Being able to see which sections are viewed and the notifications are helpful.

Pluspunten: The customization, the ease of creating a storing templates and the general look and feel of the delivery. A lot of our clients have expressed that they are impressed with our proposals and the system.

Minpunten: It can be buggy. They add features but often those are for a much higher price point. I'm at the median level and think that for the monthly cost, it could be a little better. Additionally, to add team members, it's the full monthly cost per team. I feel it should be an add on.

"Intuitive, easy to use, amazing product."

Opmerkingen: Overall, choosing Proposable has helped us solve our problem of consolidating our resources and presenting uniformed proposals to our customers.

Pluspunten: I especially love the ease of use from an Admin and end-user perspective. The value is amazing. It was easy to set up and start using and working with Proposable has been so wonderful. The templates are easily customizable and look professional.

Minpunten: The only thing I dislike about the software is that the quotes/proposals are designed to be tied to the contact record, rather than the Opportunity record. That is my only complaint.

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

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

Minpunten: 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!

"User friendly, good proposal creation service"

Opmerkingen: 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.

Pluspunten: 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.

Minpunten: 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.

"Easy to use Proposal software"

Opmerkingen: Customer service has been fantastic. They are very responsive and attentive. I see new functionality being added and know more will be coming as well. I look forward to seeing what else they can add.

Pluspunten: easy to use and figure out on your own without the need for videos or online training courses

Minpunten: Navigating and updating the library line items and templates can be a bit tedious. Having a function that would change premade templates to match updates to line items would be nice. Currently if you update a line item, you'll have to go in and change it in the templates as well.