Paperless Proposal Features List

Paperless Proposal Reviews

Paperless Proposal

Cloud-based proposal presentation and tracking software

4.61/5 (147 reviews)
211

Paperless Proposal Feature Summary

  • Dashboard
  • API
  • Notifications
  • Interactive client portal
  • Content repository
  • CRM integration
  • Generate customized reports
  • Customize templates
  • eSignatures
  • Proposal lifecycle management
  • Flexible pricing rate
  • Pricing tools
  • Proposal management
  • Customized quotations
  • Tracking Analytics
  • Third party integration
  • Track time spent on proposals
  • Version control
  • Video and Multi-Media Integration

Sales Feature Comparison

Most popular features of all Sales apps

API (110 other apps)
Activity Dashboard (64 other apps)
Activity Tracking (39 other apps)
Automatic Notifications (37 other apps)
CRM Integration (82 other apps)
Collaboration Tools (26 other apps)
Contact Database (39 other apps)
Customizable Templates (30 other apps)
Data Import/Export (29 other apps)
Email Integration (35 other apps)
Forecasting (27 other apps)
Lead Capture (28 other apps)
Monitoring (36 other apps)
Quote Management (32 other apps)
Real Time Data (37 other apps)
Sales Analytics (37 other apps)
Sales Reporting (38 other apps)
Sales Tracking (34 other apps)
Search Functionality (36 other apps)
Third Party Integration (45 other apps)

Competitor Feature Comparison

Paperless Proposal Feature Reviews

25 reviewers had the following to say about Paperless Proposal's features:

Zack Moore

Simple and Easy to use

2017-06-26

Easy to use proposal template that makes sending out a customized proposal very simple and easy.

Pros

Quick turn around time for my customers.

Cons

Being able to input information on the go would benefit our outside sales team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gary Grandy

Great product with a very tangible ROI

2016-05-27

Since integrating the paperless proposal solution into our sales operations infrastructure we have seen many benefits including: Quicker proposal generation, better quality proposals, quicker turnaround on contracts using the e signature feature and great analytics

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Paperless Proposal


Gary,

Thank you for taking the time out to review our product. Glad to know you like it.

Thanks for your kind words,
Rahat

Read more
D'Anna Hurley

Great Customer Experience

2016-06-21

The integration with Salesforce.com is a new feature we're using and we've found it to be very helpful to increase the value of the information available to each sales rep and the management team.

Pros

A product with consistent branding, simple electronic delivery and tracking elements make it a fantastic resource.

Cons

However, with 1:1 training, integrations and all the resources Paperless Proposal will provide, this eases internal challenges.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Paperless Proposal


D'Anna,

Thank you for taking the time out to review our product. Glad to know you like it.

Thanks for your kind words,
Rahat

Read more
Steve Conn

Great Tool

2016-06-21

Whenever I've had any issue, a call or email, is responded to within minutes usually, and if something can't get resolved on the spot, is is done very fast and a follow up call or email to confirm always follows.

Pros

The template feature is great, for putting everything you need into the quote, with a single click.

Cons

Running reports, could be easier if the categories and status' were better defined

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Paperless Proposal


Steve,

Thank you for taking the time out to review our product. Glad to know you like it. We always listen to our client feedback and adapt accordingly. Please let us know how you would imagine the manage section fields to be defined so we can improvise on the section.

Thanks,
Rahat

Read more
Marc Matsumura

Great product

2016-06-21

I think Paperless Proposal works well and provides great value for our sales team. We are able to keep track of great information, generate and nurture leads throughout the buying process and it allows us to close more sales than ever before.

Pros

Great at lead nurturing and understand who is interested in your product Feature rich Great customer service

Cons

Expensive

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Paperless Proposal


Marc,

Thank you for taking the time out to review our product. Glad to know you like it.

Sorry to hear you feel our product is expensive. Our pricing model is actually inexpensive compared to other competitors out there who may not provide you all the features we provide.

Thanks for your kind words,
Rahat

Read more
cathleen superda

Everyone that does sales should use this awesome software

2018-04-07

Using paperless is one of the best software programs to us for sales i recommend it for everyone who is in the same field.

Pros

It lets however many people you want involved have access to any proposal anytime from any device rather if they are at work or not. everybody could do their part to keep the proposal up to date and add whatever they need to in real time.

Cons

Sometimes i search for a certain proposal that is in there and it wont let me find out I have to start my search over and un mark certain boxes to find it. it quite often has small little issues that support will take care of when you contact them through email.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Paperless Proposal


Hi Cathleen,

Thank you so much for taking the time to review Paperless Proposal. We think it's an awesome program as well.

Security and protecting your proposals is important to us and one way we do this is with verification pins. To reduce frequency for verification, try updating your browser privacy settings to save cookies from Paperless Proposal.

Read more
jesse estrada

Paperless proposal in used for market development

2018-04-19

Overall in my opinion I dont have alot of experience with other sales software but this is program is awesome and my sales have dramatically increased in a short period of time.

Pros

It saves on paper no more faxing using up all kinds of ink, no bringing thick packets to sales appointments it is all now paperless and a lot more convenient.

Cons

It has its small glitches here and there but it makes up for it buy producing sales

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Paperless Proposal


Hi Jesse,

Thank you for your feedback. The team here at Paperless Proposal is thrilled to hear that your sales has increased.

Regarding the idle time, our support team is available to assist. Please reach out to support@paperlessproposal.com.

Thank you,

My

Read more
Barbara McCormack

Best sales tool since Salesforce

2013-04-20

I recommend all sales groups consider this program...easy to start, easy to manage ...makes creating proposals fun in place of task oriented.

Pros

Frankly, I think Paperless Proposal is the "best¿ new Sales Support Technology since SFDC!!!

Cons

Not having this system is the biggest con I can think of¿ If you ¿want¿ your team spending night and day laboring over proposals¿this system wouldn¿t be for you!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Steve Conn

Great user interface and customer service

2017-06-26

Stats for keeping track of everything from different market types, regions, average prices, individual sales team won/lost ratios, etc.

Pros

Simple to use and set up. Creates professional proposals in minutes that can be revised easily if necessary.

Cons

However, they are super quick to respond sometimes within 10-15 minutes of an email.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Danielle vigent

Feature Heavy and easy Proposal Generation

2017-06-26

Pros

The integration to Word made for a standard template to be easily edited and uploaded.

Cons

Had some trouble retaining my password upon login and the initial loading time for all my proposals was slower then expected.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
steve matthews

My opinions of using Paperless Proposal software

2018-04-27

I been doing sales for a long time I think this is the best software program for keeping track of all proposals and documents for potential clients .

Pros

It also allows anyone in your company to have access and modify or add anything to the same specific document in real time so everybody knows whats going on and is kept in the loop.

Cons

Every time you log on from a different device besides your main pc that paperless is all ready familiar with you have to get a code verification in your email and than enter that at login to even enter paperless and see your documents, that is kind of frustrating.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert Hurd

Best Sales Proposal Develoment System Every!!!

2016-03-02

Paperless Proposal sales proposal system is by far the best innovative sales tool I have every seen developed for creating sales proposals and for just passing on general sales brochures to our clients.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Don Zerivitz

Great product

2016-06-01

Makes it much easier for our sales execs to create proposals with alot of trackable information in return.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Paperless Proposal


Don,

Thank you for taking the time out to review our product. Glad to know you like it.

Thanks for your kind words,
Rahat

Read more
Owen O' Mahony

Took our new client presentations to a new level

2017-06-26

Pros

Allows us to gauge our clients interest In our presentations. Super fast delivery . Being first to the line is often the difference between success & failure. A major marketing benefit for any growing organization.

Cons

I would like to report writing capabilities improved & forecasting capability needs improvement.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Paperless Proposal


Owen, you're going to love the new Thunder Experience UI with new trend, pipeline, status and activity reports. You will be trained on this by your administrator this month.

Read more
Carla Edwards

Quality Product and Easy to Use

2016-12-23

It is very user friendly and integrates well with our SalesForce software which allows us to track our proposals and do follow ups.

Pros

User friendly and the tracking of proposals.

Cons

None at this time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Paperless Proposal

No.

Source: Capterra
Helpful?   Yes   No
Read more
Dylan Avery

Very user friendly with a massive number of features

2017-06-26

My average monthly sales have doubled with Paperless insight

Pros

I love the ability to know when the proposal has been opened, what was viewed and for how long. Paperless has more features that I could possibly use.

Cons

I disliked the user interface before, but the recently revamped the entire interface and it is quite impressive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jack Tuinstra

Well Integrated Proposal Creation Tool

2016-12-20

This tool eliminates the one off proposals that are created when the sales team doesn't take the time to follow the proper proposal creation steps.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Rich Kraus

Daily use by my sales team for over two years.

2016-03-16

Additionally, it gives me the ability to review proposals before they go out regardless of the time or my location. The analytics are extremely powerful.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Adam Carlson

Excellent product and Service!!

2016-05-25

Being able to send the proposal online, then track who, when and how long each person reviews the proposal if outstanding. The analytics is unmatched and extremely helpful.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Stephanie Mae

Paperles Proposal is a great tool for our growing business to gain new customers in exciting ways!

2017-06-22

We are able to work with our different sales representatives who each have their own unique sales styles to come together and have a mutual product that brings everyone's sales techniques to the modern age!

Pros

I work with 10 sales representatives in our San Diego office designing proposals for prospective customers and updating them for current customers who sometimes need sales boosts.

Cons

I would like to be able to use more diverse designs. Think Microsoft Powerpoint with its many themes!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Paperless Proposal


We support all office files, word, powerpoint and excel files so your branding and designs can be consistent in Paperless Proposal

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Gina DeLorenzo

Paperless Proposal Review

2012-01-26

It's all about the presentation and with Paperless Proposal, professional sales proposals can easily be created in a few minutes.

Pros

1) Being able to track and maintain all proposals in one location is KEY!

Cons

At this time, there are no cons.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kevin Rohan

Paperless Contracts

2012-08-02

The product does what it promises and provides a unique marketing/sales tool that most prospects like.

Pros

It is a great tool to meet "green" promises and deliver a proposal while seeing who looked at it and what they focused on. Sales can then follow up and stress those features of our proposal.

Cons

Any cons that may have been there when we started are gone now.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Theresa Jones

Great product and versatile!

2012-01-13

I would recommed Paperless Proposal to anyone that wants to keep up with technology in their Sales/Marketing!

Pros

Paperless Proposal has become a great tool for us.

Cons

The new system took a little getting used to.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
dallos mitchell

My use of Paperless Proposal

2018-02-19

There are a ton of benefits to having this software especially if you are in sales and business development.

Pros

If a client emails in all the employees attached receive it at the same time.

Cons

It kind of takes some time to get used to using the software and sometimes difficult to bring up specific client you are looking for.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Aubrae Wagner

Paperless Unites and Organizes

2013-05-24

I highly recommend Paperless Proposal to organizations looking to organize and streamline processes for collaboration on, creation of, distribution of, and reporting on proposals.

Pros

Paperless has helped bring our smart people together by way of collaboration and organization.

Cons

I have not experienced any true "cons."

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more