Proposable Reviews

I love the ease of use. I can easily create a proposal and send it over to a prospect in only a few minutes. I also love the alerts via email and text. I have prospects ask me what we use all of the time because of how great the software is.

There are very little cons that I can think of. I think the customer support is the biggest con, but it is still pretty good.

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!

Centralized data on leads, acceptance and denial of proposals, and great usability for our potential clients.

Aesthetics and typography in interfaces used by our potential clients is poor. We are a design firm so this is a very important feature to us & a primary source of complaints from my direct reports and team members.

Garret - Thanks for the review and feedback.

What I really like about this proposal is that I am no longer in the dark as to whether a prospect has seen the proposal I sent them or not, not only that I can see how long my prospects are looking at my proposal which is a good indicator of how interested they are, this system also lets me know when is the last time my Prospect looked at the proposal. I also found the system to be easy to use and that items are simply dragged and dropped, if one is able to set up enough templates you can make quotes and get them to your prospects in amazing time, this helps keep the sales momentum going. the support on proposable is also awesome they are there to help and eager to grow their business

I am no expert in using proposable just yet, but I do know it would be awesome if proposable could extract data from another source and automatically create quotes without manual input each time. this feature would totally rock proposable out of this world when it comes to quote competition

It's super easy to use, not only for the seller but for the customer as well. It keeps track of all your SKUS and there are many templates to choose from. I have even had to reach out to the owner/developer for an odd request and he was able to accommodate that for me and made it a great experience.

This software has NO flaws. Seriously I can't stress enough how well this product works. I believe it will be the standard proposal site in the future.

Where do I start with this system? I have used this software for 2 years now and have only loved it from day 1. It is very easy to create proposals and for clients to view/download contracts.

Sometimes very nit-picky companies (typically schools and government) need more robust or details proposals than what is capable within Proposable

Thanks Matt for the great review. Glad you're enjoying it!

can create templates for most commonly used requests for quote; can follow easily on proposals; can interact with our CRM - Insightly

inflexibility; slow response from customer support; updates performed without alerting users; glitches in software that aren't fixed or support team is unable to fix

For the most part I'm very content with using proposable. It is a fairly easy and user friendly program, something that can be quite hard to come by in today's time. I'd definitely recommend proposable to any and all of my colleagues.

The biggest issue for me is the navigating the site. Some features are not marked as they should be in my opinion. For example, there was one day where I needed to find a specific contact. To do so I figured I'd need to go to my contacts, which was in fact true. However, I went look through numerous tabs until i finally decided to look under the settings tab. This was very confusing as the settings tab is not where I'd look to find my contacts. So to conclude i think it'd be an improvement if certain features or items were marked clearly I'd definitely prefer a tab dedicated to contacts.

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.

Easy way to keep all proposals in one place and track users' activity.

Downloading / saving to your computer - not as easy as it should be.

Thanks!

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.

It helps you create visually appealing information to share with clients and colleagues

There is a learning curve when you first start using the software and there have been a few bugs here and there but they are quick to answer any questions or concerns we have

The modern look and feel of the proposals was a great upgrade for us.

The estimate needs to be enhanced to allow for unit (x) quantity = monthly rate (x) number of months = total. As it is now, some of the calculations are manual (you have to start with monthly rate) and subject to errors.

Thanks for the review Lisa and also for the feedback!

Convenient. I'm glad we have templates to use it really helps. Also, that it can be emailed directly to the customer.

Need a better UI. It's so hard to edit the tables in the form. When we add it, it kinda changes the whole layout.

Once you get the feel of the software, it is consistent and easy to use. I love the e-signatures. I like that my clients can unclick options they do not want. Overall good and functional software.

Sometimes I want to add a piece or change something and it is a little tricky. I like the framework, but sometimes it is unflexable - however - that could be user ignorance and not the software.

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.

on-line, stores templates, contact list import/export. Analytics and read receipt notification. Proposal aging, duplicates/copy quote , status change.

There is no app for proposable, the site is almost unusable on mobile, users must accept in order to view proposal. On line items, cannot add discounts on a particular line. Editor is kind of strange to work with

Very easy to use, very customizable software that allows you to adapt to each customer you're sending a proposal to. Very simple and to the point, it does what it is supposed to do and does it very well. Customer support is very responsive and they are constantly improving the stability of the software.

I would really enjoy a mobile app to easily edit proposals on the run. Other than that there is nothing at all I can think of.

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.

Proposable allows our team to keep better track of your outgoing potential connections. With a screen called "dashboard" it allows you to view accepted, in progress and declined proposals as well as total views your proposals may have gotten. Wish well worded/structured templates it helps people like us. With the tools on your belt we will be able to succeed in business. There is some videos on youtube that are very informative- incase you're like us and you're new to creating proposals. Very friendly -easy on the eyes heads up display/ layout.

Honestly not much to be said here. I'll always say yes to more information and tutorials around business but thats mostly because we are a new operation. Seems a little over whelming at first.

Saves Time. Clears high quality document Can add video and images to Proposable Use tags to update Easily edit and combine parts. Customise url Notification on what is read and when it is read.

Does not have integration with Zoho Crm Cannot create multiple intro letter templates. Each Proposable may need different opening letter

I can make changes from any device and deliver electonically to my clients you can save templates, upload photos for future use and share across the Team

The website interface takes a little bit of time to getting used to and I still have issues navigating sometimes

I like that it's easy to create templates for our proposals so I don't have to re-do the same text over and over.

I dislike the sending methods. I don't want to have to add people to the address book; instead, I want to either copy/paste the link into my own email or email them directly by typing in an address.

Simple and easy to use and saves me quite a bit of time. The tracking has been a major benefit for my sales process as well.

There is not anything I dislike about Proposable. I don't know if there is any one aspect of the platform where I've seen a downside.

Thanks for the great review Seth!

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.