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Paperless Proposal Review

Paperless Proposal
Our score: 7.0 User satisfaction: 79%

What is Paperless Proposal?

Paperless Proposal is a cloud-based proposal generation and management platform that adheres to enterprise-level standards. Designed specifically for small businesses and medium-sized enterprises, Paperless Proposal is an excellent tool that enables sales and marketing teams to create professional proposals, deliver them to their clients, potential customers, and partners effortlessly. The platform also provides users with tools and capabilities that lets them fully optimize the proposal management lifecycle.

With Paperless Proposal, marketing and sales team can create impressively crafted business proposals in 10 minutes or less. On top of that, users can integrate other materials such as brochures, videos, and pricing quotes into their proposals, maximizing the proposal’s ability to convert prospects into actual customers. Paperless Proposal also offers management and tracking features to users, helping them achieve a seamless, transparent, and optimized lifecycle from creation to close.

Overview of Paperless Proposal Benefits

Crafting impressive proposals is a vital process that can result to more customers, large contracts, and big income for your business. That said, creating powerful and professional proposals can be time intensive as you have to factor in a lot of components, such as data, content, and more. Paperless Proposal changes the game with its powerful platform that is able to create very impressive and customized business proposals in 10 minutes or less.

Paperless Proposal speeds up the process of generating business proposals without sacrificing accuracy. Proposals should contain accurate data and the system ensures this by basing all their proposals on the latest and most accurate proposal content and assets.

Do you want to set yourself apart from the competition? Paperless Proposals lets you send proposals with more zing and pizzazz. You can inject more elements to your proposals to make them more visually impressive and convincing. Components such as videos, files, and price quotes can be integrated into a single viewer, providing your prospect clients more information that will help the come to a more positive and desired decision.

It is crucial that you know if your proposal is delivered, opened, viewed, signed, downloaded and forwarded. Paperless Proposals grants you that visibility, allowing you to gain high quality insights on your clients and recipients. Real-time analytics and notifications enables you to connect and interact with your clients in the most positive way and see what you can do to drive them into performing your desired actions.

Overview of Paperless Proposal Features

  • Dashboard
  • Collaborative workspace
  • Content repository
  • Proposal lifecycle management
  • Proposal management
  • Customized quotations
  • CRM integration
  • Generate customized reports
  • API
  • Notifications
  • Interactive client portal
  • Flexible pricing rate
  • Pricing tools
  • Customize templates
  • eSignaturesAnalytics tools
  • Third party integration
  • Track time spent on proposals
  • Version control

Paperless Proposal Position In Our Categories

Knowing that businesses have special business needs, it is only rational they abstain from picking an all-in-one, ideal software. Still, it is difficult to come across such a software system even among recognizable software products. The reasonable thing to undertake is to tabulate the different significant functions that require scrutiny like important features, price terms, technical skill ability of the employees, organizational size, etc. After which, you should do the research fully. Go over some Paperless Proposal evaluations and explore the other software options in your list in detail. Such all-encompassing research ensures you steer clear of poorly fit apps and buy the one which provides all the benefits your company requires.

Position of Paperless Proposal in our main categories:

TOP 50

Paperless Proposal is one of the top 50 Sales Proposal Automation Software products

If you are considering Paperless Proposal it could also be beneficial to examine other subcategories of Sales Proposal Automation Software collected in our database of SaaS software reviews.

Since each organization has specific business needs, it is prudent for them to desist from searching for a one-size-fits-all faultless software solution. Needless to say, it would be useless to try to find such an app even among popular software solutions. The smart thing to do would be to catalog the various vital factors that require consideration such as main features, budget, skill levels of workers, company size etc. Then, you should do your homework thoroughly. Read some Paperless Proposal Sales Proposal Automation Software reviews and investigate each of the other solutions in your shortlist in detail. Such comprehensive research can make certain you weed out ill-fitting systems and zero in on the app that presents all the elements you require for business success.

How Much Does Paperless Proposal Cost?

Paperless Proposal Pricing Plans:

Free Trial

Contact Paperless Proposal for enterprise pricing information and other product details. You can also submit a request for a demo to see if the software is a perfect fit for your business.

User Satisfaction

Positive Social Media Mentions 11
Negative Social Media Mentions 3

We realize that when you make a decision to buy Sales Proposal Automation Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Paperless Proposal reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Paperless Proposal. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Paperless Proposal Comparisons

Paperless Proposal user reviews

Writing proposals.

Read full review >
Ken
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.09.2019 Company Size: More than 100 Employees Industry: Security and Investigation

An impressive piece for existing or prospective clients.

Read full review >
Erma
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.09.2019 Company Size: More than 100 Employees Industry: N/A

A great experience using this product.

Read full review >
Conrad
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.09.2019 Company Size: More than 100 Employees Industry: Facilities Services

Fantastic to use!

Read full review >
Winston
4/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.10.2018 Company Size: 11-50 Employees Industry: Computer Software

I love using it! It’s that easy!

Read full review >
Gayle
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.09.2018 Company Size: More than 100 Employees Industry: Architecture & Planning

What are Paperless Proposal pricing details?

Paperless Proposal Pricing Plans:

Free Trial

Contact Paperless Proposal for enterprise pricing information and other product details. You can also submit a request for a demo to see if the software is a perfect fit for your business.

What integrations are available for Paperless Proposal?

Paperless Proposal integrates with the following business systems and applications:

  • Microsoft Dynamics CRM
  • NetSuite
  • Salesforce App Cloud
  • CaterEase

Paperless Proposal average rating:

Average score
5/5 (8 user reviews)
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Erma

PROS: I can make professionally-made proposal in as little as 15 minutes. I get to see stats on what my prospects are looking into. A green option is intended for the proposal delivery. I can even view it from any mobile device.

CONS: The process involved in saving a document tends to be tedious. I feel it may have something to do with the slow internet connection. The program tends to lag. This only happens if you lack the fast broadband speed since it would force you to log back in or refresh the page.

Reviewed 5 months ago

Read full review >

The least favorable review

Winston

PROS: It's simple navigating around it. Great for making digital-based porposals. I like how you can go through varying tabs. Everything is neatly in place.

CONS: It seems there are a lot of steps to making a proposal. This can be confusing. But once you get around it, it's a great piece of software to use.

Reviewed 1 year ago

Read full review >

More reviews from 8 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Writing proposals.

Read full review >
Ken
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.09.2019 Company Size: More than 100 Employees Industry: Security and Investigation

PROS: Being able to come up with a library of frequently used templates and docs. The Paperless team can make customizations of them with client name merge fields, which prove to be handy. It's a big hellp in making customized proposals quickly in an organized manner. In addition, I prefer having the ability in viewing projects under a single manageable screen in tracking the pending projects.

CONS: Certain finalization stages can be enhanced and modified for specific uses. At times, customers are in need of a format leading to added PDF editing after it's been downloaded. Maybe this should be an added functionality in helping out in the stage of completion.

What do you think about this review? Great Poor

An impressive piece for existing or prospective clients.

Read full review >
Erma
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.09.2019 Company Size: More than 100 Employees Industry: N/A

PROS: I can make professionally-made proposal in as little as 15 minutes. I get to see stats on what my prospects are looking into. A green option is intended for the proposal delivery. I can even view it from any mobile device.

CONS: The process involved in saving a document tends to be tedious. I feel it may have something to do with the slow internet connection. The program tends to lag. This only happens if you lack the fast broadband speed since it would force you to log back in or refresh the page.

What do you think about this review? Great Poor

A great experience using this product.

Read full review >
Conrad
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.09.2019 Company Size: More than 100 Employees Industry: Facilities Services

PROS: I'm very much impressed with the system's simplicity. It's user-friendly. It can be easily be customized. We were able to take current processes and covert them electronically.

CONS: I wouldn't say this as something I hate, but I suggest for them to look into current business processes and workflow thoroughly. That means lookin into approval processes, paper forms, and etc... Putting in a bit of time and effort on the front-end of implemenation can leader to quicker and hassle-free launch. Benefits can easily be recognized.

What do you think about this review? Great Poor

Fantastic to use!

Read full review >
Winston
4/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.10.2018 Company Size: 11-50 Employees Industry: Computer Software

PROS: It's simple navigating around it. Great for making digital-based porposals. I like how you can go through varying tabs. Everything is neatly in place.

CONS: It seems there are a lot of steps to making a proposal. This can be confusing. But once you get around it, it's a great piece of software to use.

What do you think about this review? Great Poor

I love using it! It’s that easy!

Read full review >
Gayle
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.09.2018 Company Size: More than 100 Employees Industry: Architecture & Planning

PROS: It's easy to use the product. Support staff has been great. They've been very accommodating. Mistakes can easily be ammended.

CONS: There's limited options for editing. I'd like having our logo to appear on the click page link. At times, Paperless would seemingly place itself into the SPAM folder. E-mail page appears basic.

What do you think about this review? Great Poor

It’s changing the game.

Read full review >
Virgil
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 17.02.2018 Company Size: More than 100 Employees Industry: Security and Investigation

PROS: A great sales tool. This holds true whenever it involves working with potential clients who happen to be outside the region. Having the ability to mix visual tools, video, and customized content within a proposal. This is what ultimately makes this a standout from the usual industry.

CONS: The only upside is creating a library of content. But then again, that's an internal problem. It has nothing to do with the software at all.

What do you think about this review? Great Poor

It has real-time analytics and helps create quality proposals.

Read full review >
Delores
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 13.02.2018 Company Size: More than 100 Employees Industry: Facilities Services

PROS: It's easy building on a library of documents. I can use it to make customized templates. I get to know if my proposal is free from any errors. I work in a team so getting access to other people's work when needed most anywhere and anytime is great.

CONS: At times, it would take a tad too long in adding page numbers. I'm still unsure if it's from the system itself or problems with the network.

What do you think about this review? Great Poor

Head from sales- CSO.

Read full review >
Dan
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 08.02.2018 Company Size: 11-50 Employees Industry: Computer Software

PROS: This product is a time saver. Once we're through setting up the content library, we can make a duplicate. Then we go quickly. My customers like looking into content within Paperless and then passing it to other people in the organization.

CONS: Right now, there's nothing to hate or dislike. They were able to deal with the response time regarding the SSD. This time around, it's screaming in response time.

What do you think about this review? Great Poor
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Reviewed By Jenny Chang
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