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Paperless Proposal REVIEW

Sales Proposal Automation Software

8 user reviews
USER SATISFACTION 79%
OUR SCORE 7.0

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

Position of Paperless Proposal in our main categories:

20

Paperless Proposal is one of the top 20 Sales Proposal Automation Software products

20

Paperless Proposal is one of the top 20
Sales Proposal Automation Software products


If you are considering Paperless Proposal it might also be sensible to investigate other subcategories of Best Sales Proposal Automation Software gathered in our database of B2B software reviews.

Every enterprise has its own characteristics, and can need a special Sales Proposal Automation Software solution that will be adjusted to their business size, type of customers and employees and even specific niche they cater to. You should not count on getting a perfect services that is going to work for each company no matter what their history is. It may be a good idea to read a few Paperless Proposal reviews first and even then you should pay attention to what the service is intended to do for your business and your staff. Do you need a simple and intuitive service with only essential features? Will you actually use the advanced tools required by pros and big enterprises? Are there any particular tools that are especially practical for the industry you work in? If you ask yourself these questions it will be much easier to get a reliable app that will match your budget.

How Much Does Paperless Proposal Cost?

Paperless Proposal Pricing Plans:

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

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.

POSITIVE SOCIAL MENTIONS

11

NEGATIVE SOCIAL MENTIONS

3

Video

Technical details

Devices Supported
  • Windows
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Quote-based
Customer Types
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • LIVE SUPPORT
  • TRAINING

Paperless Proposal User Reviews

What are Paperless Proposal pricing details?

Paperless Proposal Pricing Plans:

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

User reviews


User reviews in total: 8

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The most favorable review

Conrad

3 months ago


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.

The least favorable review

Erma

4 months ago


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.

Published 3 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
I can make professionally-made proposal in as little as 15 minutes. I get to see stats on what my...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
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,...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
It's easy to use the product. Support staff has been great. They've been very accommodating. Mistakes can easily be ammended.



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
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...



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Published 8 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 9 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 9 months ago
Verified
user
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.



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