Proposable Reviews

There is a lot to say. The ability to customize and then templets your proposals is very simple. I love getting notifications every time a proposal is opened, accepted, declined, or if a note was added. Proposable integrates well with Salesforce, the process is seamless in collecting client billing details and pushing to our internal processes.

There is nothing that I dislike, I would recommend the software to anyone.

Timeliness. We are able to clearly and consciously produce proposals for clients that are looking to sign up for our service (we are a high volume SaaS company). We are able to to outline commercial details for clients without any clarifying questions arising.

The proposals help you to stand out from the crowd. It's different than just getting an itemized invoice. The product has already helped close several thousand dollars of business in just a few months. At $39 per month, the product has already paid itself off many times over. You don't have the functionality with an itemized estimate from Quickbooks that you do with this product.

The font sizes and paragraph formatting keep changing at random. Always having to click at the top of a section to edit that section, rather than in the section to get access, is annoying. Only being able to add custom merge fields at the template level, rather than on the actual proposal you are editing, is not very functional. I should be able to add custom merge fields as needed, rather than having to go back and add them at the level of the template.

Have all of the Line Items for the Itemized Invoice ready to go. Only copy and paste text from a text editor. The main interface continually changes font sizes and paragraph formatting at random.

The product pays for itself over and over again with every accepted proposal. The ROI is very high. We can continually stand out from the crowd by using this product. Most people just send a Quickbooks invoice or estimate. Also, the ability to analyze what people are looking at, for what length of time and how many times shows where there may be problems or strengths. The numbers don't lie.

I love the way that these proposals look in the end. The ability to have videos included is different and helps catch the customer's eye.

The platform can be tricky to learn at first.

We use proposable for all of our sales quotes.

Proposable is a very easy and unique way to send out proposals. Potential clients ask which software I use multiple times a week.

I honestly have been thinking about this question for 5 minutes and I can't come up with something I don't like.

Make sure to use it. Also, set up the auto email and text options. It is very nice be notified when your potential client is viewing their proposal.

Proposable has made a much simpler way of tracking who you send proposals to, how much they are for, when they view the proposal, etc..

I appreciate being able to cut down time writing proposals with templates, and tracking responses.

There used to be some bugs with the server, though I haven't had any problems like this for quite some time.

Tracking what people read and for how long on a proposal is very helpful intelligence.

I love that I can tell when my clients have looked or not looked at a proposal.

I would like the ability to have my address, the customer address and the customer domain name as fields in the proposal. I would also like to be able to do a search and replace in edit mode.

I am not particularly organized. Proposal keeps me on track.

One place for all our company templates

I wish changes or auto saved similar to google docs

keeping proposal data, pictures and resources in one place

The interface is easy to set up and I love the flexibility that you have to set up the proposal.

Like many other online proposal software providers, it can have some challenges to convert the online format to a PDF format.

Make sure that you look through all of the options to execute a proposal.

It offers the flexibility to offer a proposal in a very expansive or minimal format based on the needs of your potential client.

It is super user friendly and intuitive. Clients ask us all of the time what software we are using for proposals when they see the software. Very customizable as well. The new alerts feature is an added bonus.

I wish there was a mobile app. This would allow much easier manipulations of the proposal when clients needed a quick change.

Quick and easy contracts. Very intuitive and easy to understand for all ages and users.

I love how you can track opens and when a proposal is accepted

Goes down from time to time. Other than that it has been awesome

make sure you sync it with your CRM to get full functionality

Clients can accept a proposal and then immediately create their account and enter billing. Seamless process for the client and allows us to capture a higher percentage of those that accept their proposal.