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Proposable

Name: Proposable
Rating: 4.5 (2 reviews)

By Proposable

1299 Interested

Highlights
Product Details

Highlights : About Proposable

Real-time Refresh of Sales Dashboard

Electronic Signatures Support

Approval Workflow

Sales Activity & Analytics

Flexible Estimates

About Proposable

Proposable is a cloud-based proposal management solution for small to medium size businesses that helps users create, track and sign formal proposals. From sending trackable web-based proposals to finalizing deals, the solution automates the entire proposal process. The solution provides a unified platform to manage complete proposal lifecycle. It enables users to communicate and negotiate with prospects and close deals with built in electronic signatures. Prime features include sales content builder, content storage and distribution, built in estimating, web and PDF delivery formats, flexible eSigning workflow, analytics and sales team performance tracking.

Product Details

Features

Real-time Refresh of Sales Dashboard

Electronic Signatures Support

Team Collaboration

Sales Event Alerts

Sales Content Organization

Quick Proposal Generation

Approval Workflow

Sales Activity & Analytics

Flexible Estimates

Department & Team Reports

Drag & Drop Builder

Proposal Analytics

Sales Content Library

Approval Controls

Collaboration Tools

Benifits

Editable Templates

Proposable revolutionizes how sales teams approach the proposal creation process. That is because it has customizable templates at the ready to get any sales representative started. This cuts down minutes from the generation stage, thus accelerating the workflow.

Advanced Proposal Collaboration

Before sending proposals for approval, users can choose to invite team members to view their generated document. Colleagues can even leave remarks about the proposal in the integrated commenting section. As a result, your sales representatives can be confident about their wording and their estimates before sending their proposals for approval.

Simplified Approval Workflow

With Proposable, you can determine whose proposals and which documents need review and approval before they are sent to clients. This ensures that only critical documents are sent to managers to accelerate the pipeline further. Moreover, this simplifies the approval process to ensure that no bottlenecks occur.

Flexible Document Delivery

Paper proposals are mostly outdated, as most people prefer receiving such documents via email. Not only is this efficient, but it is also a time- and money-saving approach. That is why Proposable can convert them into web files or PDFs. For the former, the solution generates a custom link that you can send to clients. This then allows them to view the proposal on their web browser. Meanwhile, PDFs can be sent to a client’s email or can be printed out and delivered physically.

Real-time Activity Monitoring

All proposal activities are monitored and can be tracked from an intuitive dashboard. From here, you can also see when prospects view your proposals so you can schedule follow-ups. As such, you can keep the customer journey going to increase your chances of converting leads into paying clients.