Paperless Proposal

4.5 / 5 96 reviews

Who Uses This Software?

Do you need rapid, consistent, multimedia proposal generation? Manage the proposal process of your team and track the full lifecycle of a proposal.


Average Ratings

96 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $65.00/month/user
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Paperless Proposal
  • www.paperlessproposal.com/
  • Founded 2007
  • United States

About This Software

Create impressive business proposals in under 10 minutes with Paperless Proposal. Paperless Proposal is award winning cloud-based software for creating, sending, tracking, and managing business proposals, price quotes, and presentations. With Paperless Proposal you can quickly and easily create rich multimedia proposals, price quotes, and presentations that include video, MS Office files, Google docs, pdfs, photos, graphics, and web pages. Paperless Proposal also integrates with popular CRM soft


Features Checklist

  • Automatic Formatting
  • Calendar Management
  • Collaboration
  • Contact Management
  • Content Repository
  • Document Management
  • Electronic Signature
  • Knowledge Library
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management
  • Task Management
  • Templates
  • Version Control

Product Reviews

Going green

Jan 09, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: I like the concept, but the more that I use it. I find myself wondering why there are so many duplicates available as well as why there are so many areas that we still need to go in and edit to make the proposal accurate.

Great Product!

Dec 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: How easy it is to use.

Cons: That you have to pay for each user

Overall: Since we have started using Paperless Proposal it has saved us a lot of time and money. We are able to generate bids faster than ever before. We are still learning some of the in's and out's of Paperless Proposal and are constantly amazed at things we can include in our proposals. My favorite function is the fact that we can include a video with our proposals.

Great product for companies who send multiple quotes

Dec 28, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: The ability to see when the client has reviewed the proposal and how long they reviewed it for.

Overall: This product makes it easy for all of us who use the proposal documents to ensure consistency while having the ability to customize the document. It provides excellent insight on how much time was spent reviewing the proposal.

Quality Product and Easy to Use

Dec 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: User friendly and the tracking of proposals.

Cons: None at this time.

Overall: I use Paperless Proposal on a daily basis. It is very user friendly and integrates well with our SalesForce software which allows us to track our proposals and do follow ups. It is nice to be able to see when proposals are opened and viewed as well as accepted.

Recommendations to other buyers: No.

Proposals made simple

Dec 22, 2016
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Comments: Using less paper is the biggest value. Knowing the client has received and viewed the proposal is also beneficial.

Understanding the areas that most prospects spend time looking at, using the stats page, helps us to revise things and focus on whats important to them and future prospects

Keep Track of Your Sales

Dec 20, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: The software is great in helping you to keep track of your sales and who you have sent information, proposals and contracts to. You get out of it what you put into it. The more you use it for, the more information you'll be able to keep track of. It really is a great program

Great tool for standard proposals

Dec 20, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
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Pros: Very easy to use and effective for standard proposals.

Cons: Can sometimes be cumbersome for non-standard proposals where customization needs to be done.

Overall: Easy to use interface. It is perfect for standard proposals. It sometimes gets cumbersome when you need to do a deeper customization for specific bid responses. However, those are not often the case in my industry.

Recommendations to other buyers: I'd recommend it for those that do standard proposals often.

Well Integrated Proposal Creation Tool

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: This tool eliminates the one off proposals that are created when the sales team doesn't take the time to follow the proper proposal creation steps. The tool gives the proposal creation team the ability to track all events in the life cycle of the proposal all the way to the customer accepting the proposal.

Great tool. Some learning curve pain but overall I can see the large value provided.

Dec 19, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Comments: I have used iproposal to help automate much of the proposal documents that I send to customers. It saves me time, headaches, and provides a professional, unique document to my customers. The feature that allows me to see when and for how long customers view the proposal is very interesting.

Paperless Rocks!

Dec 19, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Paperless simplifies my day to day life in more ways than one, but the ability to create customized proposals for our client base is bar none the best!

Paperless Proposal Has Changed the Way We Do Business

Dec 19, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: We deliver 400+ Group insurance benefit proposals to our association members on an annual basis. As the mode of delivery has become more and more electronic an ongoing challenge has been delivering a high quality, comprehensive proposal that a) presents well and b) doesn't blow up our customer's inbox with 5-10 megabyte files. Paperless Proposal has solved that problem for us with an affordable, well-crafted and intuitive tool. Paperless Proposal has dramatically improved our efficiency. As an added bonus, the "manage" function is a great help in allowing us to efficiently track, measure and manage our success. It has been a great investment!

Paperless Proposal Makes it Easier

Dec 19, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: Paperless Proposal makes it easy to send out standardized proposals to potential customers, and the tracking feature is great. No more guessing as to whether the proposal has been read, and by whom!

Paperless Proposal - Making the proposal process efficient

Dec 17, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Paperless allows me to quickly draft proposals. This keeps my clients engaged and pleased with a quick response. I like the tracking features to guide future discussions and understand client prioritization.

iProposal Review

Dec 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We recently started using the new proposal system and although it was a little challenging at first, it really is a lot easier to use than our old system.

An easy way to create a proposal without the hassle of having paperwork all over the place

Dec 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Paperless Proposal is a phenomenal and efficient way to create a multi-topic project for clients, without having to go through the hassle of having to carry a USB drive and freaking out that you forgot it somewhere. Everything is set online and ready to go at the click of a button.

worth the money

Dec 16, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: The paperless proposal makes my life a lot easier, not only makes my project more sustainable, but I can easily deliver to my clients. easy to use and upload

Professional and Efficient! It will save you time!

Dec 16, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money

Comments: I use Paperless Proposal every day. It allows me to follow-up with clients quickly, efficiently and in a highly professional manner.
It is a simple tool to use.
Paperless Proposal gives me the ability to create and manage an internal library as well as uploading unique documents. This allows me to tailor the information I send to clients saving them time reviewing documents that may be unimportant to them and allowing them to focus on the items of greatest importance to them.

Ease of use

Dec 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Paperless proposal makes it very easy to retain customer information and agreements in the system. It also helps us to use e signature and keep everything paperless from sales to service!!

Complicated for customer

Dec 16, 2016
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Comments: Love paperless proposal, however it is very confusing and frustrating for customer to pull up and approve documents.

Great Proposals - Easy to create

Dec 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality

Comments: This system is great, it allows us to generate detailed, professional materials for candidates in our recruiting process. We are able to communicate more information in less time than we were able to without this tool.

Paperless Proposal review.

Dec 16, 2016
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Comments: We like the efficiency Paperless affords. The shell can easily be manipulated for different clients, and the capacity for collaboration is a plus given that our team is distributed all over the world.

Good Program

Dec 16, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: I use this program often in my recruiting role. It is a very sharp way to show a prospective client what it is like to work with us.

Great concept

Dec 16, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Comments: The concept of Paperless Proposal is great. One thing I have started to notice, however, is that when sending out proposals or information to clients, they sometimes see the extra step of entering information or clicking a link as opposed to opening an attachment, as a hassle. That being said, the analytics are great, and it helps us organized information and keeps our pipeline up to date.

Paperless Proposal makes it easy to send, track and act on proposals

Dec 14, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Extremely
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Pros: Tracking and editing of proposals. Can send emails thru the system, or create a link to share on social media

Cons: Learning curve on how to upload into the system is not always intuitive. Their support and executive team are there to assist all the time, so it's not really a con

Overall: After a bit of a learning curve (some self-inflicted) we were up and running with the system. As with anything, the more you are in the system, the easier it is to use. It's a nice container to see everyone who has opened the proposal and who they share with. You can add/remove documents to different people and customize to attract your client

Recommendations to other buyers: I think it's so much more than a proposal/agreement mechanism. You can really brand your company with this product. Great marketing tool and master record as you can see who opened what document (and when), and is a great tool to see all interaction with a client from beginning, present and future! Definitely would recommend to any group.

Review for Paperless Proposal

Jun 27, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Extremely user friendly. It's a huge advantage to receive an alert when prospect logs on to view the proposal and to see the stats of what they view.

Cons: I would like a few more options for covers. I would also like a way to duplicate proposals directly from Salesforce. The site freezes more than I'd like it to but it the auto save feature comes in handy.

Overall: I use this program to create proposals on a weekly basis. I have also used it to send e-brochures on a fairly regular basis.

Recommendations to other buyers: Build a template and upload it as a document.

My proposals

Jun 26, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Display photos on cover letters, easy to produce proposals, user friendly and accessable for every employee

Cons: It don't have reminders to set when to call clients back or conduct follow up calls.

Overall: I love using paperless for my marketing and sales. Easy to keep everything filed and organized as well

Recommendations to other buyers: N/A

Improved Our Business!

Jun 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Comments: We have been looking for a tool that could take our proposals to the next level and Paperless Proposals has done that for us. The tool is so easy to use, simply clicking and adding brochures and web links has never made it easier to put a professional proposal together. The statistics are so helpful, knowing what grabs customers attention is such a huge help. The sales and support is excellent, I would highly recommend this tool!!

Paperless Proposal Indiana Review

Jun 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: The flexibility and customization ability of the platform. I can get as creative as I need to to win the business.

Cons: I would like to see more potential customization of the cover page with different color schemes, looks, multiple photo design arrangements, etc. to fit the client's business. In other words, I like to co-opt a client's culture or mirror that culture with my cover art so they know from second one that we share similar cultures or values.

Overall: I have been using this platform for my proposals for several years now and the interface is very intuitive, the flexibility and customization options allow large/complex proposals to be just as easy to produce as small scale, simple proposals. The end product is always professional and represents my company well. The tracking metrics are extremely useful and help me to not only learn from previous efforts, but be more timely in my follow-up response with those decision makers that I am targeting. It also gives me insightful visibility into decision-makers up the chain of command whom I knew existed but may have not necessarily known their name or contact information.

Recommendations to other buyers: I pretty much summed it up

Vendor Response

by Paperless Proposal on June 22, 2016

Hi Brian, Thank you for taking the time out to review our product. Glad to know you like it so far. I would like to let you know that we can create very customizable cover page merge docs for you. Where you can control what type of information go in and how they format. Please contact your Paperless Administrator to send out a request to our support@paperlessproposal.com to get the ball rolling. Thanks, Rahat

My Review of paperless

Jun 21, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Tractability of customer viewing.

Cons: Unable to customize for specific business needs quickly.

Overall: Getting quicker responses on customization requests and just better overall code writing support would be appreciated.

Vendor Response

by Paperless Proposal on June 22, 2016

Cody, Thank you for taking the time out to review our product. Glad to know you like it. Matt usually send out the change requests to Zeb directly and Zeb usually check his emails once a day. Sending out the change requests to support@paperlessproposal.com should result in faster response and resolution. Please let us now if there is anything outstanding or any new change we can help out with. Please email our support with any question or change requests. Thanks, Rahat

Uspest inspector

Jun 21, 2016
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Comments: Overall a very good product, seems to have some server issues and lagging hang up on processing documents but overall use is good

Vendor Response

by Paperless Proposal on June 22, 2016

Brain, Thank you for taking the time out to review our product. Glad to know you like it. We usually have server downtime during our occasional maintenance windows which are strategically scheduled during the weekend midnights with prior notification to our clientele. Other than those if you face server issue some other time then please contact support@paperlessproposal.com Thanks, Rahat

Made us a lot more effiecient!

Jun 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: I like that all the parts of the proposal are in the library and are easy to use in customizing the proposal to the type of customer. The key word is easy.

Cons: The only "con" is really not a con, just part of the process. Having to fill up the library and get everything ready was a challenging process but well worth it once it is done. You may being better prepared than we were so it may not be a big deal. They are VERY helpful along the way.

Overall: We hesitated for a long time about using Paperless proposal but once we decided to give it a try and discovered how robust it is and easy to use, we will never go back. It has made preparing and presenting proposals much faster, more standardized, and more efficient. Our customers now have the option to easily access a digital copy of the proposal.

Recommendations to other buyers: The best advice that we received was to give it a try and see what it can do than adapt it to what you are doing. I'm confident that like us, you will find how it will change what you are doing for the better.

Vendor Response

by Paperless Proposal on June 22, 2016

Mike, Thank you for taking the time out to review our product. Glad to know you like it. Thanks again for all your kind words, Rahat

Great Tool

Jun 21, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Being able to have everything I need at my fingertips, for any type client or any type work order. The template feature is great, for putting everything you need into the quote, with a single click.

Cons: Running reports, could be easier if the categories and status' were better defined

Overall: I've been using the software for several years and it works, just as you would expect. Whenever I've had any issue, a call or email, is responded to within minutes usually, and if something can't get resolved on the spot, is is done very fast and a follow up call or email to confirm always follows.

Vendor Response

by Paperless Proposal on June 22, 2016

Steve, Thank you for taking the time out to review our product. Glad to know you like it. We always listen to our client feedback and adapt accordingly. Please let us know how you would imagine the manage section fields to be defined so we can improvise on the section. Thanks, Rahat

paperlessreview

Jun 21, 2016
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: easy to navigate and apply

Cons: none

Overall: overall very satisfied-program is easy to use and navigate. material is easily accessible and easy to change or revise for final draft form. program is used for formal proposals, budget proposals, amd information pieces. Program allows easy and complete insertion of both file and external documents for application to proposals. Program has proven very user-friendly for client access of proposals and information

Recommendations to other buyers: none

Vendor Response

by Paperless Proposal on June 22, 2016

Tom, Thank you for taking the time out to review our product. Glad to know you like it. Thank you for the kind words, Rahat

Ability to bust out quality proposals in a short amount of time

Jun 21, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use overall once you figure out how to use the program effectively. Their customer support is unmatched.

Cons: The system can be slow to navigate through. Be patient...

Overall: Paperless proposal is great by itself. Add the customer support when you have an issue (with my computer, not their program) and this is a quality program and company!

Recommendations to other buyers: I can't say enough about their customer support when needed, amazing!

Vendor Response

by Paperless Proposal on June 22, 2016

Chris, Thank you for taking the time out to review our product. Glad to know you like it. We've upgraded our servers to the latest server technology and hardware a while back. everything should run very smooth and fast now. Please contact support if you are facing issues. Thanks, Rahat

A Game-Changing Service

Jun 21, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The ability to regulate our entire portfolio of proposal parts, and have direct insight into what is being used are the two biggest advantages for us. The system is easy to use, and fairly intuitive for those of us who prefer to self-teach. We find that we use Paperless for our "single source of truth" for all relevant proposal materials.

Cons: There are very few faults that I could point out with the software. There are occasionally glitches (due to corrupted files) during pagination (the support team is always prompt to resolve them).

Overall: Our experience with Paperless has been extremely positive. We've been working with them for about two years, and have since onboarded our entire sales team (36 sales associates from all over the country) to the Paperless system.

Recommendations to other buyers: The only way that I can think of to improve the software would be adding a feature to local-edit documents directly within the program (without having to download), and a quick way for non-administrators to download local copies of the files for their own reference.

Vendor Response

by Paperless Proposal on June 22, 2016

Josh, Thank you for taking the time out to review our product. Glad to know you like it. We are actually working on a feature to put pagination on hold until all the merge docs have processed, this way every pagination attempt will go in smooth with out any files getting corrupted. Hope that will solve your problem. Along with that we do have couple more minor and major updates coming up which will excite you further. One of them is built-in word processor to local edit the files within Paperless. Thanks, Rahat

Fantastic product

Jun 21, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The ease of creating such a customized presentation to the customers

Cons: it will go down every once in a while and hold things up, but not very long when it happens.

Overall: Very powerful interface with customers, creating an exchange instead of a one-sided bid. With the notifications of customer views, it really improves closing ratios.

Recommendations to other buyers: Learn to use the video feature. It really helps you connect to people.

Vendor Response

by Paperless Proposal on June 22, 2016

Ryan, Thank you for taking the time out to review our product. Glad to know you like it. Our servers are up and running all the time except scheduled maintenances during weekend midnights. If you face any issue in the future please reach out to support@paperlessproposal.com We'd love to look into your system and resolve the issue. Thanks, Rahat

Paperless Proposal A Great Product And Company To Work With

Jun 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Ease of use and adding videos to make proposals stand out.

Cons: none

Overall: Great product. Very easy to build custom proposals with videos. Building customer proposals allows us to stand out vs. our competition.

Recommendations to other buyers: Get it!

Vendor Response

by Paperless Proposal on June 22, 2016

Jeff, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat

Very easy to use

Jun 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
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Pros: I like Paperless Proposal because it is incredibly easy to use. I like having the archive to review proposal I have completed in the past. I also enjoy knowing when our prospects review the proposal.

Cons: Something that I do not like is I do not have the option to sort by the manager or territory that I have completed the proposal for. I would like to see an additional sorting method.

Overall: I have been using paperless proposal from the early stages. It is very easy to create customized pages.

Recommendations to other buyers: I really like being able to build templates.

Vendor Response

by Paperless Proposal on June 22, 2016

Ashley, Thank you for taking the time out to review our product. Glad to know you like it. We can certainly add additional sorting filters for you. Please reach out to your Paperless Admin to contact support@paperlessproposal.com with the changes. Thanks for your kind words, Rahat

New Way to Bid

Jun 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Functionality to customize according to what we need. Every successful company has a cutting edge to make them better and Paperless helps highlight ours.

Cons: Because it is new technology to a lot of people some of our customers have found difficult viewing it.

Overall: Paperless has made the bidding process for our company quicker, simpler, and overall more satisfying. A bid that could take up to 2 hours now we can have done in 15 minutes. All persons involved with setting up our account to run smoothly have been a joy to work with and take pride in keeping the customer happy, and it shows.

Recommendations to other buyers: We waiting at least a year after knowing about the product to give it a try. For prospective customers really show them how it can be customized to them and I think it can win anyone over.

Vendor Response

by Paperless Proposal on June 22, 2016

Jordan, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat

Present it like a pro

Jun 21, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Very straight forward and easy to use.

Cons: None that I'm aware of.

Overall: I was amazed on how easy and convenient this tool is. It's very useful especially when you're presenting a proposal videos. This tool ensure's you when a client open your proposal as it will alert you via an email notification.

Recommendations to other buyers: This software will give a pro like impression to existing clients as well as prospecting clients. Really useful in our business.

Vendor Response

by Paperless Proposal on June 22, 2016

Glenn, Thank you for taking the time out to review our product. Glad to know you like it. Thank you for the kind words, Rahat

Awesome Application

Jun 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: 1. Comparing it to my goals
2. All my accounts are right at my fingertip with all the info.
3. Being able to get a email as soon as they open the proposal. Checking how long they spent on each one and who it was sent to.

Cons: Nothing at all!

Overall: I very much enjoy this app do due the fact it is well manageable. Everything is right at your fingertip. It helps me keep up with my goals for the year as well. Some of us in the sales industry we all know that feeling when you want to pick up that phone again to check on the status of a account but don't want to over due it. Well with this program I love the fact I can see exactly when they opened the email or who they forwarded on to.

Recommendations to other buyers: You gotta be crazy if you're not using this for your business.

Vendor Response

by Paperless Proposal on June 22, 2016

Marko, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat

Great Customer Experience

Jun 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: I like the ability to customize the product to our exact needs, the ease of use, the fantastic support, the value and most importantly, the customer engagement and experience. A product with consistent branding, simple electronic delivery and tracking elements make it a fantastic resource. Our customers are able to view the proposal with any device at any time and we are able to track the progress. There are never any surprises.

Cons: The only con about this software would be the same for any software - sometimes it can be hard to get users to adopt a new system. However, with 1:1 training, integrations and all the resources Paperless Proposal will provide, this eases internal challenges.

Overall: Our experience with Paperless Proposal has been completely positive. From the support team to management, everyone on the team is passionate about the product and ensuring that each customer is happy with the tool. The integration with Salesforce.com is a new feature we're using and we've found it to be very helpful to increase the value of the information available to each sales rep and the management team.

Vendor Response

by Paperless Proposal on June 22, 2016

D'Anna, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat

Good and Bad

Jun 21, 2016
3/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Keeping track of proposals/ easy to organize/ finding old proposals

Cons: Inconsistent quality/ daily we still have to do paper proposals/ signature hard for customers to understand/ server very slow sometimes/ takes to long going from page to page

Overall: Great for keeping track of proposals, however very slow some days. We do about 30 proposals per day on paperless.

Vendor Response

by Paperless Proposal on June 22, 2016

Tom, Thank you for taking the time out to review our product. Glad to know you like it. Could you please send in a email to support@paperlessproposal.com detailing the exact changes you need? The issues you mentioned should not be there. We would love to work with you on your Library Optimization so you do not come across the mentioned issues anymore. Thanks, Rahat

Streamline your proposal process

Jun 21, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The product is very easy to use even if you are putting out a ton of proposals. If you do have a concern the professional customer service will get it addresses very fast.

Cons: Wish there was a way to accept ARCH payment through system.

Overall: Our company was looking for a way to stand out from our competition and have a way that clients could accept proposals online. We found that with perfect proposal. In addition we can follow what our clients find most important so we can make future proposal more effective.

Vendor Response

by Paperless Proposal on June 22, 2016

Craig, Thank you for taking the time out to review our product. Glad to know you like it. We are not a payment solutions software thus we can't provide any payment solution. But if you happen to have any online gateway to accept payments with any other payment solutions provider then we can embed that gateway into your proposals so you can receive payments within the proposal. Thanks for your kind words, Rahat

Paperless review by a new user

Jun 20, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The ease of use in uploading, editing, and bringing together the various segments of our message and providing that in an easy to use online portal.

Cons: I am not a fan of the way that the site requires me to change the settings for approved, pending, etc. each time I click out and back in to manage my proposals. I of course may be taking some redundant steps but have not found a way around this yet.

Overall: I have not previously used Paperless but with my current company it is a tool that is encouraged and truly quite necessary. I find that the program works seamlessly with the processes we utilize to stand out from the rest of our competition.

Vendor Response

by Paperless Proposal on June 22, 2016

Michael, Thank you for taking the time out to review our product. Glad to know you like it. We are working on a automated workflow. Once it goes live you wont have to manually change the proposal state. Thanks for your kind words, Rahat

Paperless Proposal Review

Jun 20, 2016
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The reporting features are nice.

Cons: It is cumbersome.

Overall: The software is a bit difficult to maneuver and clunky. I wish it were easier to use, I don't know if it just the way our company set it up or what.

Vendor Response

by Paperless Proposal on June 22, 2016

Dean, Thank you for taking the time out to review our product. Sorry to hear that you feel the product is cumbersome. I assume your library was not optimized well enough. Could you please reach out to support@paperlessproposal.com with some available times from your end? I would like to have a call with you to discuss your issues and resolve as soon as possible. Thanks, Rahat

Incredible tool for sales people

Jun 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: My favorite part about the software is the ability to track what our customers are doing with our proposals.

Cons: We have had a couple proposals disappear.

Overall: Paperless proposal has allowed for a great way of communicating with my clients. I love the interactivity and the video options.

Recommendations to other buyers: Great product, keep up the great work!

Vendor Response

by Paperless Proposal on June 22, 2016

Erica, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat

Great product

Jun 20, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Great at lead nurturing and understand who is interested in your product
Feature rich
Great customer service

Cons: Expensive

Overall: I think Paperless Proposal works well and provides great value for our sales team. We are able to keep track of great information, generate and nurture leads throughout the buying process and it allows us to close more sales than ever before.

It is not cheap and requires someone on staff with some level of expertise. The Paperless Proposal team is always there to help.

Vendor Response

by Paperless Proposal on June 22, 2016

Marc, Thank you for taking the time out to review our product. Glad to know you like it. Sorry to hear you feel our product is expensive. Our pricing model is actually inexpensive compared to other competitors out there who may not provide you all the features we provide. Thanks for your kind words, Rahat

Great product

Jun 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Makes it much easier for our sales execs to create proposals with alot of trackable information in return.

Vendor Response

by Paperless Proposal on June 22, 2016

Don, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat

Paperless Proposal

May 30, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I hope no one else in my industry buys this so I can use it to kick there ass

Vendor Response

by Paperless Proposal on June 22, 2016

Derek, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat

Love the customer service and easy to use!

May 27, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have had NO cons with paperless. It was tailored made to fit our needs. We never have any issues using the system. It's easy to use and looks great. If we ever have questions, we always get a quick, friendly response. Never passed around to support techs and unanswered questions. Answers are answered with a quick email, never have to sit on hold on the phone!

Vendor Response

by Paperless Proposal on June 22, 2016

Kristy, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat

Great product with a very tangible ROI

May 27, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Since integrating the paperless proposal solution into our sales operations infrastructure we have seen many benefits including:

Quicker proposal generation, better quality proposals, quicker turnaround on contracts using the e signature feature and great analytics

Vendor Response

by Paperless Proposal on June 22, 2016

Gary, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat

Awesome Platform

May 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have been using Paperless Proposal for 5+ years and found it to be one of the most productive tools in our arsenal. This is driven by ease of use, functionality and speed to our clients. We are now incorporating videos and using it as a marketing and communications platform....

Vendor Response

by Paperless Proposal on June 22, 2016

Bill, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat

Best thing we ever did.

May 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Easy of using the product, great customer support and great results from potential clients

Vendor Response

by Paperless Proposal on June 22, 2016

Jagrut, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat

Great Product

May 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This does everything I could ever want with a proposal system. It give me all the data that I need to make sure I adapt my presentation to exactly what the customer focuses on. Love the product

Vendor Response

by Paperless Proposal on June 22, 2016

Michael, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat

Excellent

May 25, 2016
3/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have no cons. The pros is very easy to use.

Vendor Response

by Paperless Proposal on June 22, 2016

Gloria, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat

Fantastic Software and great customer service team

May 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We are a High end Event planning and catering company in Las Vegas , using paperless Proposal for more than 3 years. When we had the first demo during CaterSource trade show we saw immediately the potential, but as soon as we start sending our first proposals, the reaction of our clients was more than what we expected.
"It's beautiful, it's professional, and that type of presentation put us above our competitor".
It s very easy to use, we use both PC and Mac and there is no real issue. We even have send proposal from iPad and it works.
The main issue will be more when using Parallel on Mac and uploading file from the PC part to the browser on the Mac side.
Except that everything is great, The team has work with us to customized our product and are here as soon as we call them.
I will remember one day calling them, from Vegas they were in route to a trade show in Chicago and were able to help us from their Taxi.
Bravo...

Enhanced Professionalism

May 25, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Paperless saves us so much time. We customize each proposal by adding or removing from basic templates. We can easily attached additional reference materials and files that the customer want in their original format. The quality of our information and presentation stays professional and consistent. Our clients love the fact that paperless contributes to their sustainability initiatives as well. We are saving trees and time!

Overall a great system and can push out a nice proposal within 1 hour or less

May 25, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: The only con I would note is that the system can be very slow at responding to navigating in and around the system. The best experience I've had was needing to use Paperless Customer Service members to upload documents, as I was having computer issues and their team came through every time I needed assistance. Great people to work with.

I love Paperless Proposal!

May 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Paperless Proposal makes submitting proposals a breeze and then gives you great insight in to what each specific potential customer is doing with your proposal. On top of that, Glen and Laurence from Paperless are great to work with and they are constantly improving the product and adding new functions. I would highly recommend this product to anyone working in the sales arena!

We have seen great benefits using Paperless Proposal

May 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The ability to send our proposals electronically and in a very professional manor.

Paperless Proposal has been great to work with and we continue to update our proposal.

May 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: From the very beginning 3+ years ago we have had nothing but an exceptional experience with their team. We love the ability to add videos and other visuals to our proposals.

We would recommend and have recommended them to others.

Excellent Product!

May 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Ease of Development, Implementation and Use.

The support team has been disposal at all points of the process and continue to be.

I highly recommend this product - it has significantly improved our proposal creation, distribution , tracking and monitoring process.

They are continually adding enhancements and have listened and responded to our needs and requirements.

Excellent product and Service!!

May 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: After demoing just about very proposal software on the market we chose Paperless Proposal. There was really not contest that you get the best product, with the most features for the price. The set up was done with a few consultants who built my initial proposal template, then walked me through the process of how to build additional templates that I can tailor to each market segment. The ease of use if fantastic and simple. We went from taking days/weeks creating proposals using a word template, to now taking minutes to modify my paperless template to create a fully customizes proposal. Being able to send the proposal online, then track who, when and how long each person reviews the proposal if outstanding. The analytics is unmatched and extremely helpful. It integrates perfectly with CRM software like Salesforce. The only downfall is to make sure if you are going to use Paperless integrated in Salesforce, that you get pricing for that because there is an added cost.

Great staff! Great program!

May 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Very user friendly!!! Paperless proposal was able to customize the program to what works best for us. Which in turn helped me utilize the program more effectively and efficiently. Customer support response is great. Updates are constant so you learn new things and there is never any downtime when they are updating. Overall Paperless proposal is a great product.

It is awesome.

May 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have no problem using paperless proposal because it is very easy to use and lie I said it is awesome..

Organized with Paperless Proposal System!

May 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: It's great to have this system which allows you to organize all your documents and present them to your clients in simple steps.

Pros:
Amazing customer service.
All suggestions are considered and implemented if possible.
All documents are stored how you want them organized.

Cons:
Cant think of any at the moment.

Daily use by my sales team for over two years.

Mar 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Paperless Proposals is a powerful tool from my perspective of a sales manager. It allows me to ensure that my entire sales team is consistently using the same format and materials so that we can maintain a consistent level of professionalism. Additionally, it gives me the ability to review proposals before they go out regardless of the time or my location. The analytics are extremely powerful. They give us the ability to see when customers view proposals and what they are spending the most time viewing. Finally, my ability to see the volume of proposals and close percentages for my team is invaluable.

Paperless Proposal is a game changer

Mar 15, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: We are very happy with paperless. This software gives us an edge that our competitors don't have. We recently landed a $1.2 million dollar deal using Paperless Proposal! When I say game changer I mean game changer!

Best Sales Proposal Develoment System Every!!!

Mar 02, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Paperless Proposal sales proposal system is by far the best innovative sales tool I have every seen developed for creating sales proposals and for just passing on general sales brochures to our clients.

The system had greatly shorten our sales cycle and our sales associates close ratios due to the analytics information we receive back with each proposal. The system as set us apart from our competition, giving us a more professional competitive edge and our sales increase proves it!

The staff at Paperless Proposal is very professional. The setup, transition and on-boarding training
was excellent.

I LOVE PAPERLESS PROPOSAL!

Jul 14, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Every step of the way the Paperless team has been great! I have not had an issue that they did not respond to or correct asap.
The system is user friendly and saves countless time and energy. I could not ask for more.

Great Green Initiative

Jul 14, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our company is very focused on providing environmentally friendly pest control services. As part of our commitment to going green we utilized Paperless Proposal as part of that process. Our customers appreciate the speed in which the proposals are delivered. They also like that they can e-sign the proposals and we can schedule their service immediately.

Really versatile and easy to use

Jul 14, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: Super flexible in regards to the docs you want to add.
Super easy to use and train someone on how to use it as well
Great service team
A couple of glitches depending on the browser you use.
a few technical issues with merged documents and integration with a CRM
Overall it's a really great tool that is easy to incorporate into your existing business

Great, easy to use software!

Jul 14, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Overall this product is excellent - it's a great tool for creating, sharing and tracking proposals to our valued customer base. By tracking proposals using stats, we can easily see what our clients are focused on therefore enabling us to better serve them and send them only what they want to know about.
Some minor issues in relation to the calculation of contract cleaning quotations which could be easily ironed out. Always great feedback and support from the staff and management at Paperless however, sometimes there is a delay in getting back to us (i know this is partly to do with the time difference with us being based in Ireland).
Overall very happy with the product and support from Paperless.

Best sales tool in the market.

Jul 13, 2015
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: Having used PP for the past 2 years, we have been able to quickly sign clients by not only impressing them with the speed and thoroughness of our proposals but also having the ability to personalize it to them and their market. It literally takes me 5 minutes to build a full proposal with complete company profile. This is a very user friendly software and extremely easy to teach other team members. Having met with the PP group in Atlanta last year, I had my eyes opened to how limited we have been using its full potential. I would highly recommend this product to any company seriously looking to increase their sales.

Amazing way to send and convert quotes

Jul 13, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Thank you guys! Always a reliable and creative service for my clients to view their quotes

Best Proposal Software Around

Jul 13, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This product is constantly being improved and added to with great features.

The best part is being able to accurately see what your clients interests are in a proposal.

From an admin stand point its very easy to manage users, their permissions, and proposals.

Paperless Proposal Training

Dec 29, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: A fantastic way to build and present a proposal that not only looks professional but knock the socks off your potential customer and heads and tails over your competition. The staff makes it so simple with there explanation and continues to review and re-train until you become a real expert. They are also always there with customer service that is over and above your expectations. Truly a partner.

Great Product - Helpful customer service

Dec 29, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The customer service at this organization is awesome. They do what ever it takes to make you happy. The software is easy to use and a great tool for quick, visually aesthetic proposals.

Marsden Services

Dec 25, 2014
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: This product is awesome - the 4 star rating in the "ease of use" isn't the software's problem its the operator (me)! THANKS for a quality software and training!

Thank you from CRO Software Solutions

Dec 23, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This is the second organization that I have had the opportunity to use Paperless Proposal at, and can't say enough about the ease of use, the incredible customer support they have provided and the impact it has had on our overall client engagement strategy.. We have had tremendous support through the initial roll out of our company's new software solution at every level of Paperless Proposal, and believe its a game changer in how we deliver proposals and marketing material to existing and potential clients.

Excellent Product

Dec 23, 2014
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have been using Paperless Proposal for several years. It has greatly improved the quality and consistency of our proposals. Our prospects are impressed with the technology and ease of use. As with all software products, Paperless Proposals continues to refine the product taking into consideration the needs of our companies.

Securitas Review of Paperless Proposal

Dec 22, 2014
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: Ease of use is great, very organized, customer service is OUTSTANDING!

Cons: Moving proposals over to other users takes quite a bit of time especially if the user has a large library of proposals, The new category always gets checked by default.

Overall Impression: I personally love the paperless proposal tool. As the administrator of the program for Securitas, it is very rare that I run into issues while using it. The customer service makes going through the cons of the program easily. I never have to worry if my proposal will miss it's deadline due to the people at Paperless.

A great tool!

Dec 22, 2014
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Realy enjoy using this product for creating proposals. Being able to duplicate a proposal and make minor changes has made the process much faster and easier.

Welcome to the New World

Dec 22, 2014
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: It was a big step for our organization to make the move to go Paperless and we would not go back to what we were doing before. Glen, Zeb and Roli never shy away from a challenge. As a Building Service Contractor with intricate proposal requirements the Paperless Proposal team have been very patient with the high standards and expectations of our work group. In our first year we have gotten 90 percent of the way to where we want to get from a proposal automation POV. The good news is that the Paperless team continues to improve the system and work us to make it better for our purposes. I

I love this proposal software!

May 24, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Like many B2B businesses, I have to make a lot of proposals, which I dislike doing as it normally takes 1-4 hours to make a proposal depending on the complexity of the project. Paperless Proposal makes it so fast and easy to create amazing interactive proposals. Now I can make proposals in under 20 minutes, and they look so professional. I love this software, and I highly recommend it to anyone who needs to create proposals to win business.

Cons: None that I have found.

Overall: If you have to create proposals on a regular basis get this software. It will save you a ton of time and make your proposals look far more professional than your competitors' proposals. I give this software an A+.

Paperless Unites and Organizes

May 24, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Paperless has helped bring our smart people together by way of collaboration and organization. It's great to have everything available to both our US and International teams 24/7 and also to have versioning, templating, security, filing and reporting all in one spot.

Cons: I have not experienced any true "cons."

Overall: I highly recommend Paperless Proposal to organizations looking to organize and streamline processes for collaboration on, creation of, distribution of, and reporting on proposals.

Best sales tool since Salesforce

Apr 20, 2013
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Working with Laurence and his team has been such a positive experience. They delivered as promised... on time and made integration easy!! Frankly, I think Paperless Proposal is the "best¿ new Sales Support Technology since SFDC!!! The system is primarily intuitive and has an immediate (WIFM) benefit and return for sales professionals as it is a huge time saver.

Cons: Not having this system is the biggest con I can think of¿ If you ¿want¿ your team spending night and day laboring over proposals¿this system wouldn¿t be for you!

Overall: I recommend all sales groups consider this program...easy to start, easy to manage ...makes creating proposals fun in place of task oriented.

It's Outstanding

Aug 13, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: I met the President Glen, at the Las Vegas Security Show. I was imeadiatley impressed with his product and purchased it on the spot. The very week we implimented using Paperless Proposal we won a large sale from an out of state firm that has a distribution center here in Elkhart, IN Being able to add a short video introduction allows someone that has never met me to see who they are buying from thus reducing any anxiety caused from making a purchase from a stranger. It adds a personal touch. The few customer service questions we've had since implimentation have been addressed promptly even over a weekend.

Cons: Add Client name to each step of the process so you don't lose track of which project you are working on when you are trying to balance multipal proposal.

Overall: Buy it and don't look back!

Knowledge is KING

Aug 07, 2012
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Interface is simple and there is nothing better than getting a text message to let me know that someone is reading an old proposal I sent them. That is powerful, time your call right and you just brought a cold lead back to life.

Cons: I think the only thing that might hold it back is when clients have to enter their email to view the proposal. If there was a way to imbed that info in the link so they wouldn't have to enter their email that would be great. Some people can be finicky about taking that step to get to the proposal.

Overall: Highly recommend.

Vendor Response

by Paperless Proposal on August 07, 2012

Nick, We have on our roadmap an option to not prompt the prospect for their email address. We do this because a lot of times the proposal will be delivered to a gatekeeper and then forwarded around the organization. We want to provide you with contact information for all of those people. Thanks, Zeb Evans CTO, Paperless Proposal

Paperless Contracts

Aug 02, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: the software has delivered as promised. It is a great tool to meet "green" promises and deliver a proposal while seeing who looked at it and what they focused on. Sales can then follow up and stress those features of our proposal.

Cons: Any cons that may have been there when we started are gone now.

Overall: The product does what it promises and provides a unique marketing/sales tool that most prospects like.

EASY and USEFUL Software

Jul 25, 2012
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Paperless Proposal is very easy to use. Well accepted by my clients who can view all documents (pdf, videos etc.) I send them without e-mail space problems.

Cons: Sometimes uploading very big files takes more time

Overall: I recommend this software for sending proposal in a quick way, for checking the status of your proposals and your company's business performances.

Paperless Proposal for Rental Sales Application

Jul 20, 2012
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Pros: Great way to present, manage and track proposals for clients. Really like the features that show you who viewed the proposal and how long they spent on each page. Great database for proposal files and really like the video feature.

Cons: After uploading new files and previewing them in the proposal you can fit the page width or height, however this is not uniquely saved and applied to individual pages. This can cause distortion of certain files if they are not "fit" indivdually. Perhaps this could be a new option.

Overall: I really like how easy this is to use and feel that clients appreciate the overall presentation format. Especially useful for my position as I do not meet face to face with clients as they are nationwide. This is a medium in which I can add a personal touch with the opening/closing video.

Vendor Response

by Paperless Proposal on July 25, 2012

Stephanie, Great point. We will put on our development roadmap the ability to save fit width or height as a default. Thanks, Zebulon Evans CTO PaperlessProposal.com

Great people to work with!

Jul 19, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Wonderful, easy people to work with! Had the whole system up and ready to go in no time at all! They did exactly what we asked!

Cons: No Cons...they were great!

Overall: No Recommendations...they did everything we asked for!

Paperless Proposal Review

Jan 26, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: 1) Being able to track and maintain all proposals in one location is KEY!
2) Due to new features consistently being added, as well as existing features being updated, the product is always improving
3) Ability to organize your own library of proposal documents
4) Premier Client Support

Cons: At this time, there are no cons.

Overall: Paperless Proposal is highly recommended - IT'S FAST, SAFE, CONVENIENT, RELIABLE & CONSISTENT! It's all about the presentation and with Paperless Proposal, professional sales proposals can easily be created in a few minutes.

Great product and versatile!

Jan 13, 2012
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: Paperless Proposal has become a great tool for us. We are able to create a very professional proposal in hard copy, as well as the ability for anyone with internet to view the same proposal. When submitting a proposal that needs to go through numerous channels this system saves us time and money. With the paperless version you get to see who looked at it and what they looked at. We have even used Paperless Proposal to distribute pictures taken at a CEO Golf outing, the golfers loved it!

Cons: The new system took a little getting used to.

Overall: I would recommed Paperless Proposal to anyone that wants to keep up with technology in their Sales/Marketing!