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Proposable

Score8 out of 10

4 Reviews and Ratings

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What is Proposable?

Proposable is a sales proposal automation software solution offered by Proposable.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Proposable has to offer, as determined by TrustRadius' reviewers.
Based on 4 ratings of Proposable's features
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Top Performing Features

  • RFP management & response

    Proposals can be created based on RFPs received.

    Category average: 8.5

  • Proposal branding

    Allows users to create branding rules and/or scan proposals for brand compliance.

    Category average: 8.5

  • Interactive proposals

    Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.

    Category average: 7.3

Areas for Improvement

  • Proposal content library updates

    Users can update saved proposal language and standard proposal content.

    Category average: 8.5

  • Proposal distribution

    Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.

    Category average: 8.7

  • Guided proposal creation

    A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

    Category average: 7.5

Reviews

What users are saying about Proposable.
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Proposable: SalesForce integration at a reasonable cost.

Incentivized
Pablo PovarchikView profile
CEO & Co-founder in Sales at wOw Prezi - Prezi Design and Training (1-10 employees employees)

Pros

  • Proposable Integrates fairly well with Salesforce by fetching contact's data and also updating the Opportunity status automatically when the client signs off.
  • I can add and take out sections to the proposals giving me the flexibility to create proposals for different scopes without writing everything from scratch.

Cons

  • The user interface is not intuitive and you'll need some time to understand where things are.
  • The structure of the proposals is sort of rigid and is difficult to create really beautiful documents (unless you are a genius designer).

Return on Investment

  • Proposable is not my ideal solution, but it met the requirements of integrating with Salesforce to avoid duplicate data entry and automatic status update.
  • I haven't seen an increase in won proposals compared with other systems.
  • Overall, it does its job fairly well though it has room for improvement.

Alternatives Considered

NiftyQuoter, PandaDoc and Proposify

Other Software Used

PandaDoc, Proposify, NiftyQuoter

Great Contract Software for SMBs!

Incentivized
Verified User
Account Manager in Sales (51-200 employees employees)

Pros

  • It's easy to e-sign: click the accept button, e-sign, and you're done!
  • You can create and modify templates.
  • It's easy for our sales reps to quickly make adjustments depending on the contract terms.
  • Prospects can chat and write messages with questions they have within proposable.

Cons

  • Sometimes the interface gets stuck and it can be super clunky when making adjustments to your basic templates.
  • More times than we'd like to admit, Proposable has timed out and we've had to reach out to their support team about the software not working.
  • Every once in a while, the link we send out for the proposal doesn't work and has to be resent.

Return on Investment

  • The automation to our billing page has definitely increased conversions from an accepted proposal to running a payment.
  • It's made our sales process much more fluid by having approved templates which avoid reps having to waste hours tracking down management for approval.

Alternatives Considered

DocuSign

Other Software Used

Slack, Salesforce.com, Zoom

Proposable is one of the best softwares I have ever used!

Incentivized
Verified User
Employee in Sales (51-200 employees employees)

Pros

  • Very professional
  • Easy to navigate and use
  • Easy to edit and draw up new proposals

Cons

  • Notifies you that a proposal has been viewed when sent in a text message
  • Can be difficult at times
  • It will occasionally go down, but one for a minute or two

Return on Investment

  • It has left a great impression on current prospects and clients
  • It is the easiest way to draw up terms of an agreement
  • It is the best way to track who and when a prospect is viewing a proposal

Other Software Used

Salesforce Analytics Cloud, Slack, Intercom