What is Proposable?

Proposable is a smart proposal software designed specifically for sales teams that aims to streamline the process of creating, delivering, tracking, and electronically signing sales materials. It provides a user-friendly platform that helps businesses enhance their proposal quality and boost prospect responses. With a focus on efficiency and aesthetics, Proposable enables users to create visually appealing proposals quickly and easily, thus enhancing the overall sales process.

Features

Proposable comes packed with a variety of features that cater to the needs of sales teams. Below are some of the key features that make Proposable a standout tool in the proposal software market:

Drag & Drop Builder

• User-Friendly Interface: The drag-and-drop proposal builder allows users to craft professional sales proposals without any technical expertise.
• Customization: Users can easily customize templates to fit their brand identity and specific client needs.

Proposal Analytics

• Track Engagement: Gain insights into how each proposal is being viewed by recipients.
• Real-Time Notifications: Set up notifications to alert users when proposals are opened or interacted with, enabling timely follow-ups.

Built-in eSignatures

• Seamless Signing Process: Collect signatures within the proposal, making it easy for prospects to finalize agreements.
• Data Collection: Gather necessary account and billing information directly through the proposal.

Sales Content Library

• Centralized Repository: Store all sales content in one place, allowing team members to access and utilize shared resources easily.
• Content Management: Quickly insert pre-approved content into proposals, ensuring consistency and quality across all sales materials.

Approval Controls

• Team Collaboration: Control who needs to approve proposals before they are sent out, ensuring that all materials meet company standards.
• Mentions and Handoffs: Team members can mention each other in proposals and hand off tasks seamlessly, enhancing collaboration.

Integration Capabilities

• CRM Integration: Easily connect Proposable with existing CRM systems to create proposals directly from CRM opportunities.
• Data Sync: Push proposal events back into the CRM for better visibility of in-progress deals.

Payment Processing

• Collect Payments Instantly: Enable proposal payments to collect initial payments as soon as proposals are accepted.
• Streamlined Workflow: Clients can review, accept, and pay within a single workflow, reducing the time spent on payment chasing.

Rich Media Support

• Enhanced Proposals: Add videos and other rich media directly into proposals for a more engaging presentation.
• Visual Appeal: Create proposals that stand out and leave a lasting impression on clients.

Team Stats Feature

• Performance Tracking: Sales managers can access real-time statistics on team performance, encouraging competition and improvement.
• Data-Driven Decisions: Use insights from team stats to make informed decisions about sales strategies and training.

Use Cases

Proposable can be utilized in a variety of scenarios across different industries. Here are some common use cases for the tool:

Sales Teams

• Proposal Creation: Sales teams can quickly generate customized proposals that reflect their brand and address client needs.
• Performance Tracking: Managers can monitor team performance through analytics, helping to identify top performers and areas for improvement.

Marketing Agencies

• Client Proposals: Marketing agencies can use Proposable to create visually stunning proposals for potential clients, showcasing their services and expertise.
• Collaboration: Team members can collaborate on proposals, ensuring that all marketing strategies are well-represented.

Consulting Firms

• Service Offerings: Consulting firms can create detailed proposals outlining their services, methodologies, and pricing structures.
• Client Engagement: By using analytics, consultants can track client engagement and adjust their approach accordingly.

Freelancers

• Quick Turnaround: Freelancers can streamline their proposal process, allowing them to respond to client inquiries quickly and efficiently.
• Professional Appearance: Create professional-looking proposals that enhance credibility and attract clients.

Educational Institutions

• Grant Proposals: Educational institutions can use Proposable to create compelling grant proposals that highlight their programs and funding needs.
• Partnership Proposals: Institutions can craft proposals for potential partnerships, showcasing the benefits of collaboration.

Pricing

Proposable offers a variety of pricing plans to cater to different business needs. While specific pricing details may vary, here are some general tiers that are typically available:

Free Trial

• No Commitment: Users can start with a free trial to explore the features and functionalities of Proposable without any financial commitment.
• Hands-On Experience: This allows potential customers to evaluate the tool's effectiveness for their specific needs.

Basic Plan

• Essential Features: This plan usually includes the core features necessary for creating and sending proposals.
• Cost-Effective: Ideal for small teams or freelancers who need a straightforward solution without advanced functionalities.

Professional Plan

• Advanced Features: This plan typically includes additional features such as analytics, payment processing, and team collaboration tools.
• Suitable for Growing Teams: Perfect for mid-sized teams looking to enhance their proposal processes.

Enterprise Plan

• Customization and Support: Tailored solutions for larger organizations with specific needs, including dedicated support and integration options.
• Scalability: Designed to support extensive teams and complex sales processes.

Comparison with Other Tools

When evaluating Proposable against other proposal software tools, several unique selling points stand out:

User Experience

• Ease of Use: Proposable’s drag-and-drop interface is intuitive compared to many competitors, making it easier for users of all technical skill levels to create proposals.
• Visual Appeal: The ability to add rich media directly into proposals sets Proposable apart from many other tools that focus solely on text-based content.

Integration Capabilities

• Seamless CRM Integration: Proposable’s ability to integrate with existing CRM systems allows for a more streamlined workflow, unlike some competitors that require manual data entry.

Analytics and Tracking

• Real-Time Insights: Proposable offers detailed analytics and real-time notifications, enabling users to track engagement and follow up effectively. Some other tools may lack this level of insight.

Payment Processing

• Instant Payments: The ability to collect payments directly through proposals is a significant advantage, as many competitors do not offer integrated payment solutions.

Collaboration Features

• Team Collaboration: Proposable’s mention and handoff features foster better collaboration among team members, which may not be as robust in other tools.

FAQ

Is Proposable suitable for small businesses?

Yes, Proposable is designed to cater to teams of all sizes, including small businesses. Its user-friendly interface and cost-effective pricing plans make it an ideal choice for smaller teams looking to enhance their proposal processes.

Can I try Proposable before committing to a plan?

Absolutely! Proposable offers a free trial that allows potential users to explore its features and determine if it meets their needs without any financial commitment.

Does Proposable support electronic signatures?

Yes, Proposable includes built-in eSignature functionality, allowing users to collect signatures directly within their proposals, making the signing process seamless for clients.

How does Proposable handle payments?

Proposable allows users to enable proposal payments so that clients can make initial payments directly through the proposal. This feature streamlines the payment process and helps users get paid faster.

Is there customer support available?

Yes, Proposable offers customer support to assist users with any questions or issues they may encounter while using the software.

Can I integrate Proposable with my existing CRM?

Yes, Proposable offers integration capabilities with various CRM systems, allowing users to sync their sales data and streamline their proposal workflow.

In conclusion, Proposable stands out as a comprehensive proposal software solution that enhances the efficiency and effectiveness of sales teams. With its array of features, user-friendly interface, and robust analytics, Proposable is well-positioned to meet the needs of businesses looking to improve their proposal processes and win more business.