
I prefer that I'm able to pull collectively an offer quickly through my web templates and the content material library I have built over the years. I am also able to effortlessly access a proposal through the system. Real-time notifications when the proposal is viewed or made a comment. The ability to customise and then templates the offers really is easy. I love acquiring notifications each time a proposal is opened up, accepted, rejected, or if a note was added. Proposable incorporates well along with Salesforce, the process is easy in collecting client invoicing particulars and also driving to the inner processes. Review collected by and hosted on G2.com.
Occasionally it's hard to format. I have damaged or lost total parts whenever it gets stuck.
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I like that I can pull together a proposal quickly from my templates and the content library I've built over the years. I can also easily access a proposal from the system. Real-time notifications when the proposal is viewed or commented on is very helpful. Review collected by and hosted on G2.com.
Sometimes it's buggy or hard to format. I have lost entire sections when it gets stuck. I have had a few problems with the software and their team works hard to address them. As with any deadline, make sure you give yourself plenty of time and test your links. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
There is nothing that I dislike, I would recommend the software to anyone. Review collected by and hosted on G2.com.
I love the client's view of the proposal. I've had quite a few clients ask me who we use for our proposals because the delivery is simple and clean. Review collected by and hosted on G2.com.
We've had a few experiences where proposable goes down. This doesn't happen but when it has it's caused some troubles. Review collected by and hosted on G2.com.
I love that you can have as many different contract templates out there as you want. Review collected by and hosted on G2.com.
I dislike how when you change the program to coding mode, there is all of this weird extra coding tags that have been added and make it hard to custom program and navigate. Also, the mobile layout of the contracts are probably the worst in the industry when it comes to user experience and readability. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
I love the constant updates in real time that it gives you. As a sales person, there are few things better than knowing a potential client is viewing your proposal. I love it! Review collected by and hosted on G2.com.
The template options when creating a new proposal aren't the best, obviously every business is different and you can't create a template that will work for everyone, but I wish that it came with more prebuilt options for proposals. Review collected by and hosted on G2.com.
Detailed analytics and rich content make Proposable a tool that I use in all of my opportunities now. Review collected by and hosted on G2.com.
Page/content editor could be improved, it can be tricky to get things exactly where you want them and takes some practice. Review collected by and hosted on G2.com.
Incredibly fast and simple to send out professional looking proposals, collecting account and billing information is done all from within the proposal. Review collected by and hosted on G2.com.
The platform does go down occasionally, and when it does its a big problem for our team. Review collected by and hosted on G2.com.
How seamless it is with the notifications and analytics tracking. Super easy to template and edit proposals. Changing a proposal takes seconds, not days. Review collected by and hosted on G2.com.
I really don't have anything I dislike about Proposable. Review collected by and hosted on G2.com.
I like how customizable the website is for my clients. I can add as many sections as I want with all of the information they need for their quote or itinerary. Review collected by and hosted on G2.com.
I am not able to view the sections on my Android phone. It would also be nice to have more folders to organize client quotes & itineraries a little more. WOuld love to see it as an app with more capability for client travel itineraries. Review collected by and hosted on G2.com.
With our great looking templated proposals it takes me under 1 minute to generate and send a fantastic looking proposal to prospects and clients. Due to the great integration with Pipedrive, there is next to no manual data entry (other than quantity and price variations). It fits with our overall philosophy to keep information consistent, current and on the cloud. Review collected by and hosted on G2.com.
Added functionality to allow for line item discounting would be a welcome change. Review collected by and hosted on G2.com.
Simple design and intuitive interface.
Enjoy the ability to make proposals on the fly and create custom line items. Appreciate the multiple delivery methods. Sharable link, email option from the actual recipients window.
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Not much to be honest. By and large it has been a great tool! There is one experience killer for me and it is when you try to search an old accepted or archives proposal. If you need to search or iLY Review collected by and hosted on G2.com.
Seeing the view time of prospects in the tool really allows me to understand how engaged they are at this critical phase of the sales cycle Review collected by and hosted on G2.com.
There is a bug with the save feature which prevents me from saving my work in the browser, it is sporadic. Review collected by and hosted on G2.com.
The feedback for our proposals that Proposable.com has provided is invaluable. We can tell how long each proposal is viewed, what pages are viewed most and total time spent reviewing. If you're a sales professional, you know these metrics are extremely valuable for ongoing dialog with your client. Review collected by and hosted on G2.com.
I would prefer more options in style, fonts, and drag-drop visuals. The word processing end of the product still seems a bit clunky to me. Review collected by and hosted on G2.com.
I use many different applications, some local others cloud based. I often revisit and revise documents.
I can access Proposable from multiple platforms when i venture away from my "hub". Having a secure backup tool helps to ensure that I can duplicate and send revisions on the fly,.There's a saying about Backups in IT departments: “Have Good Backups, Or a Good Resume” Review collected by and hosted on G2.com.
I have to run at break neck pace to keep up with my work load. With the economic performance as of late there can be no added hiccups to my production. Things turn on a pinhead, and the last thing i need is an Error or "restart". I have had 2 instances in one year that made it necessary to draft documents outside of Proposable. I don't know what was the cause. (updating your servers) Review collected by and hosted on G2.com.
Super easy to use, big time saver, able to create very easy templates for specific service line items Review collected by and hosted on G2.com.
Sometimes can get a bit buggy with graphics when the PDF is downloaded. Also, customers can sometimes get a bit confused an accept the proposal when they think they are just viewing it. Overall, great platform Review collected by and hosted on G2.com.
Proposable just works. It does everything I need it to do. I can make visually interesting sales presentations, dynamically insert content, and execute agreements. Proposable powers our entire sales process. Review collected by and hosted on G2.com.
The analytics are really central in the UI, but they are less important to me than directly accessing proposals. Review collected by and hosted on G2.com.
I love that I can tell when my clients have looked or not looked at a proposal. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
I like the flexibility and the metrics of each proposal. Review collected by and hosted on G2.com.
There is a lot of coding that goes into the design. It would be great to see a bit more of a WYSIWIG set up. It seems a bit slow as well.
Also it would be great if I submit a proposal to the same compnay twice for different services, it remembered the company info, address, site address, my job title, etc..
An image library as well for logos on proposals :) Review collected by and hosted on G2.com.
Proposable is a very easy and unique way to send out proposals. Potential clients ask which software I use multiple times a week. Review collected by and hosted on G2.com.
I honestly have been thinking about this question for 5 minutes and I can't come up with something I don't like. Review collected by and hosted on G2.com.
The fact that our clients can sign anywhere they are without needing to print out proposals and signing. Also keeping all proposals kept organized in one place. Review collected by and hosted on G2.com.
The proposals don't have very much customization other than going in to the HTML function which is too advanced. Having saved versions in case you click save by accident as right now you lose everything without being able to undo. Review collected by and hosted on G2.com.
I love that it's quick and easy to pump out proposals, yet I can make them as customized as I need to. In addition to that, I also love the stats that are shared with my team regarding who has viewed the proposal and for how long. Review collected by and hosted on G2.com.
The text editor will sometimes hang or glitch, but a simple refreshing of the page will usually fix that issue. So not a big deal but if I had to point to something. Review collected by and hosted on G2.com.
Reps get texts, email notifications for views and acceptance. We use these to reach out at the perfect time to engage customers. Easy, simple way for customers to accept the proposal. Review collected by and hosted on G2.com.
Every now and again proposable goes down and customers associate not being able to accept a proposal with the service they would be purchasing from us. Review collected by and hosted on G2.com.
It is great using the pre-made templates to get quotes out very quickly. Customers like the format. Quick to respond if having issue or questions. Review collected by and hosted on G2.com.
It could use better search across all proposal status instead of having to search in each one. Would like options to change a line item and apply to library. No option for mobile. Review collected by and hosted on G2.com.