Proposable Pricing

The ability we have to create new agreements on the fly, and how quickly we can adjust custom pricing and terms if needed. Plus, it's really easy for our customers to execute and get it back in the hands of our financial team.

They seem to go down quite a bit. There's been too many times where we've attempted to get proposals out and we can because their site is down. It can be very frustrating

Notifications of read proposals,nice to be able to saved section , proposal variables are handy, I enjoy the prefab samples for a good starting point for my proposals

Horrible mobile experience , may leave because of this issue, difficult to setup advanced pricing and totaling of estimates.

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”...

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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.

Thanks for the review Chloe!

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

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...

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We love Proposal. It is a game changer. This saves us hours of work typing up proposals. We can set deadlines, we get alerts when customers read the proposal and above all,​ it gives us a very professional image. It integrates easily with our CRM software and allows us to accurately plan our sales pipeline​.

There is nothing to dislike. The set up was easy and we were even given a free "onboarding" session. The only thing we dislike is that we didn't​ start using​ it sooner!

Thanks David for a great review!

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.

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.

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.

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.

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.

I have nothing bad to say about Proposable, it is a pleasure to work in.

Once your templates are pre-loaded, you can churn out new digital proposals at a much higher and repetitive rate than doing it manually with Word docs and spreadsheets. For the salesperson, it tracks how long your prospect has viewed it, which is key insight into their buying cycle.

I wish it would tell me what actual page(s) of the proposal (i.e. pricing) the prospect spend the most time viewing.

Texts and emails alerts when someone is looking or signing a proposal. Allows us to act quick and close more deals

locking down just individual terms is not possible.

Thanks for the Review Jacob!

Good value for money and is functional.

The download button is too small, would like more fonts, doesn't view well on iPhones/iPads (pictures are distorted)

I enjoy that you can tell when people with a specific link have viewed the proposal. I like that you can duplicate the proposal which makes it easier to make multiple updated versions.

The formatting can be off - when I try to download a PDF, it will sometimes just leave out half of the pricing and summary section. Sometimes it will have almost an entirely blank page, but there is more of the same section that continues on the next page.

We love the way our proposals look, the ease of use and how cost effective it is for our company. It is simple for anyone on our sales team to create and send proposals, as well as view previous proposals and the current status.

Unfortunately the software does not link to our vendors for quoting purposes, nor does it integrate with our CRM. This is why we use proposable as a back-up option. Our primary quoting tool intergrates with other platforms which allows for seamless transition to CRM and invoicing.

I like all of the functions that it allows you to do: adding photos, text boxed, pricing section, backgrounds, etc. I also like that there is a link that is sent to the customer and that you can edit in real time. I also like that you can add attachments and the customer can add notes.

Some of the formatting is a bit off when in the text box (tab key doesn't act as a tab key in the text box sections). Don't like where the attachments are located on the right side of page. I have had customers tell me that they don't always realize that it is there. So, in other words, it's not easily accessible.

I like that it can be customized with company logos, etc. I also appreciate the analytics that allow the user to see who has viewed a proposal and how much time was spent on each page.

I don’t like that in order to change pricing tables, I have to unhide columns to edit then go back in and re-hide after I’m finished. Also copying and pasting text in even if formatting has been removed makes it so I have to play with the spacing and font quite a bit before it’s right. I’d like it if the edit view and preview showed the same spacing, font face and size.

It creates a clean and professional looking proposal. Creating templates and the ability to add on others makes it easy and quick.

The pricing configuration is inflexible and really doesn't make sense for our industry. It is also cumbersome to create. In order to correct and resend a new proposal, you have to cancel it and create a new one. Expiration dates can't be changed after it is sent.

I love how easy it is to create templates, so I don't have to keep writing the same words I use in each proposal over and over again.

The pricing page can be a bit cumbersome. You have to select each line item individually (you can't select multiple line items at the same time), and to move them around, you have to click multiple times. I would prefer to be able to drag and drop them, specifically since when I add one, it automatically defaults to being at the bottom of the page.

It makes my life easier. I can drag and drop our services so they do not have to be re-written each time I go to do a proposal.

I would like to see it cost a bit less. We do maybe a proposal maybe once a week and I think it would be better if it was tiered for smaller companies.

Tena, Thanks for the review!

I found Proposable to be a pretty great product. Packed with features and a lot of use cases for our company. If you're doing a large volume of projects or have lots of inbound traffic to your agency, I would certainly recommend trying Proposable out and seeing if it's a good fit for your organization.

Not too many complaints about the product itself, there is certainly plenty of value in this SaaS product. However, with a few comparable products on the marketplace that are about 15-20$ less a month, we opted for a less expensive option given we already pay for a lot of SaaS products. But overall a great product.

Thanks for the great review Jeff!

The software allows you send very professional proposals for an affordable cost.

No real cons, it may take a little time to learn how to customize the templates.

Being able to get e-signatures and make updates pretty easily.

How clunky it is when integrating with Salesforce

How it allows me to present my product professionally. I also like the read receipt which tells me when my client read it and how long they've been on it.

The cost of the product is my least favorite. I only use one template therefore its not providing as much value.