Paperless Proposal

Paperless Proposal

4.5 / 5 147 reviews

Who Uses This Software?

All sales teams and vertical markets that need a powerful, consistent, fast proposal generation and sales enablement solution.


Average Ratings

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

Product Details

  • Starting Price
    $65.00/month/user
  • Free Demo
    Yes
  • 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 Paperless Proposal

Create impressive business proposals online in minutes. Empower your sales team to win more business. Quickly create, send, manage and track engaging multimedia eBrochures, proposals, price and product quotes, contracts, presentations and more. Shorten the sales cycle and customer close rates with analytics. Integrates with Salesforce, Microsoft Dynamics, NetSuite, Hubspot, Zoho, Base, DocuSign, Sertifi and Right Signature.


Paperless Proposal Features

  • 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

Paperless Proposal Reviews Recently Reviewed!


Capterra-loader

We used this product when trying to decide which software system we would purchase.

Jun 05, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: The ability to submit and track a proposal is easy and request are stored for further review or if you need to look back for reference.

Cons: Navigation was a bit confusing at first but once familiar with this product, ease of use was enhanced.

Capterra-loader

I used this to send proposals to clients

Jun 05, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love that my administrator and my boss can review the proposals before the final is sent to the customer

Cons: No cons about this product. i have not had a bad experience or used a better similar products or service.

Overall: great tool for professionals

One of the best programs you could use if you are in the sales department and call leads

Jun 05, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Paperless proposals lets me keep track of all my new leads I create and I could put in all my notes pertaining to each specific phone. Paperless allows you to create proposals for potential new clients and send them via email. Once the client receives proposal they could look it over and electronically sign it and send it back and done. No more bulky packets or having through all thasy

Cons: I think it would be that much better if after you entered your notes for a specific client you were able to set a reminder of date and time someone requests for you to reach out to them and follow up so that way you are not wearing out your welcome and they would probably appreciate it also.I dont have anything negative to say about it. It has little quirks that happen here and there but not to often and it fixes it self anyway

Overall: Paperless proposals is a awesome program for creating proposals and sending them via email and than they returned signed by new client and a start date is created.

My opinions of using Paperless Proposal software

Apr 27, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Paperless proposal now lets you conduct business and send proposals through email now instead of always having to print and fax or do paperwork for contracts. It makes sales a lot more convenient and definitely helps you keep track of all your leads and proposals that you have sent to new or potentially new clients. It also allows anyone in your company to have access and modify or add anything to the same specific document in real time so everybody knows whats going on and is kept in the loop.

Cons: Its not the most user friendliest software we had to have a professional come in and train us on using this software. If your not familiar it will take some getting used to but once you got the hang of it your going to love it. Every time you log on from a different device besides your main pc that paperless is all ready familiar with you have to get a code verification in your email and than enter that at login to even enter paperless and see your documents, that is kind of frustrating.

Overall: I been doing sales for a long time I think this is the best software program for keeping track of all proposals and documents for potential clients . Paperless has definitely help me to expand my networking

Paperless proposal in used for market development

Apr 18, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: In my opinion this software is awesome it lets all your fellow employees have access and make changes or update the same file any time from any device they use, with no flaw. It saves on paper no more faxing using up all kinds of ink, no bringing thick packets to sales appointments it is all now paperless and a lot more convenient. You can add notes modify, delete or add anything anytime you want and send it to a potential client.

Cons: If you take a break longer than a few minutes it automatically logs you out and you have to keep on logging back in every time you get busy and come back to it, kind of frustrating. You have to always clear the search bar before searching you cant just type in a specific client or file and just search it. It has its small glitches here and there but it makes up for it buy producing sales

Overall: Overall in my opinion I dont have alot of experience with other sales software but this is program is awesome and my sales have dramatically increased in a short period of time. Recommend to anyone in Sales

Vendor Response

by Paperless Proposal on April 19, 2018

Hi Jesse, Thank you for your feedback. The team here at Paperless Proposal is thrilled to hear that your sales has increased. Regarding the idle time, our support team is available to assist. Please reach out to support@paperlessproposal.com. Thank you, My

Everyone that does sales should use this awesome software

Apr 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Paperless makes it so you dont have to deal with sending or faxing, or presenting paper proposals. It is all email based which makes it a lot easier to produce sales and promote business, safe for the environment and the trees. It lets however many people you want involved have access to any proposal anytime from any device rather if they are at work or not. everybody could do their part to keep the proposal up to date and add whatever they need to in real time.

Cons: Logging in from your cell or a unrecognized device it makes you always check your email for a verification pin every single time, kind of annoying, even after you have used that same device a million times to log in to paperless. Sometimes i search for a certain proposal that is in there and it wont let me find out I have to start my search over and un mark certain boxes to find it. it quite often has small little issues that support will take care of when you contact them through email.

Overall: Using paperless is one of the best software programs to us for sales i recommend it for everyone who is in the same field. You can keep track of all your proposals and everyone is always involved and it holds so many proposals and you can add whatever section you want them to see inside the proposal and medium user friendly once you get the hang of it.

Vendor Response

by Paperless Proposal on April 19, 2018

Hi Cathleen, Thank you so much for taking the time to review Paperless Proposal. We think it's an awesome program as well. Security and protecting your proposals is important to us and one way we do this is with verification pins. To reduce frequency for verification, try updating your browser privacy settings to save cookies from Paperless Proposal.

My pros and cons of using Paperless Proposal

Mar 29, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love how this software enables all relevant persons to stay update with potential clients information and everyone can have access to add notes or change proposal information. I can use this on any device I use it on my cell and lab top as well and I never have any problems. Help and Support is good at getting back to you quickly when you call them and leave a message or send an email. they are pretty decent at fixing issues pretty quick. You can send email proposals, no more paper proposals, good for the trees less paper being used.

Cons: The old version I believe was way better than the newer version they just recently updated to. We had just got used to using the original software than when they changed it on us we had to teach ourselves how to use it no help or training was offered by Paperless. It took some time getting used to new software but once you get the hang of it , it easier to use.

Overall: I would recommend this software to any person or private business that is still in the growing stages and trying to build clients. You have access from any device no matter where you are, every thing is done electronically without much effort. You get notified emails every time someone opens your email so that you know its getting read.

I recommend this software to every business

Mar 22, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love how you can keep track on all your notes for each individual client and it can be integrated with several people at one time and they all have access to update communication or keep an eye on what has been going on the client history. It has graphs that tell how the percentage of lost, sold, and won accounts and how much money you have made . Environmentally safe no more using all kinds of paper to send out proposals.

Cons: If you add a client into the program and you have to un click the unfiled box in the filter to find what you are looking for. The times displayed for proposals created and sent are off so you don't have a clear idea of when they were sent out. They need to add a reminder section that tells you when to call someone back as they requested.

Overall: Paperless is awesome software it lets businesses keep track of all potential clients and keeps everyone in the loop on what is going on with that account. It holds hundreds of accounts and it is very user friendly once you learn how to use all the tools in this software.

Capterra-loader

Makes producing Quotes on the go simple and easy. The quickest proposal I have ever created.

Mar 13, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The ability to open my laptop and send a proposal to my customer almost immediately. Unlike my competition, I can send my proposal before leaving the customers parking lot. Support (when needed) is always quick and easy.

Cons: Load time of web based software. Sometime it takes a few minutes to save a created page. This happens on a fairly regular basis.

My experiences using Paperless Proposal software

Mar 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: It lets you allocate one or as many employees as you want have constant access to recent and all proposals and documents in the system so everyone is kept up to date or if any current changes need to be made notes and changes could be added to the files also anywhere and any time by whoever has access . Environmentally safe cuts pack on paper use, save the trees!!!!

Cons: Starting to learn this software was kind of hard for me to start learning to use myself we had to have a trained professional come in and enlighten us and teach us how to properly use this software. But once you get used to using it it is very user friendly.

Overall: It lets you keep detailed notes from communication with potential new clients and allows as many employees as you choose to have access to all files and proposals when ever they need to or want to make changes. You can access it from any device including cell phones

I love using Paperless Proposal

Mar 06, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: it lets you do contracts, and proposals via email no more using up paper, or time all day everyday. It files and keeps track of all your business you use it for and you can also add your notes regarding last communication. Very user friendly

Cons: It takes a little bit of time to learn how to change over to paperless without having a professional introduce and go over everything with you but once you have it is very easy and convenient to use. Recommend to everyone

Overall: Paperless is the best software out there it is very user, and environmentally safe to use. It called also be integrated with other employees so everyone gets notified and is up to date on information at same time.

Paperless is a great way to track potential and new clients.

Feb 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Paperless is very easy to access. It gives several options for walking through each step to better help you navigate. It also helps track the amount of revenue from each client before or after they accept your proposal. The best and only way to track clients for current and future contracts.

Cons: Recently paperless updated to a nee version. At version just like any new program it was a little hard to navigate but in no time I was navigating through like there wasnt even an update.

My experience with Paperless Proposal

Feb 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Helps every employee keep track of detailed notes for potential business and everyone has access and receives emails at the same time so everyone is on the same page.

Cons: The new version takes some getting used to compared to the original version but once you get the hang of it it is very useful software i recommend it to everyone.

Overall: Helps coordinate and keep track of all potential and new clients

My use of Paperless Proposal

Feb 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love this software it lets you leave up to date notes that can be shared with as many employees as you want it to share with so that everyone is kept up to date, has access and stays in the loop. If a client emails in all the employees attached receive it at the same time.

Cons: When searching for clients all ready in your list you have to keep the "unfiled" box unmarked before the right client will come up while searching. It kind of takes some time to get used to using the software and sometimes difficult to bring up specific client you are looking for. But once you learn it it is very cool.

Overall: There are a ton of benefits to having this software especially if you are in sales and business development. I recommend it to everyone to use

See who's opened your proposal and what they've seen

Jan 31, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: I hate writing proposals. Absolutely hate it. Paperless Proposal helps me craft new proposals in minutes, using templates and a file library that keeps all my content at hand. The best part is I can easily share it with clients and then keep track of who's opened the document and who hasn't. This helps me follow up with them and understand what makes them buy or not.

Cons: I'd like to see improvements in the way you search for docs in the media library. Could be way simpler and faster.

Overall, Paperless has been a big help and has made everyday tasks easier to manage.

Dec 28, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: I like that clients can sign proposals electronically, upload, and leave comments. I like the look and feel of the dashboard.

Cons: I do not like that it is not fully customizable. You cannot click on obvious fields for sorting, you cannot adjust system defaults and filters for viewing a page, you cannot get rid of duplicate contacts, you cannot duplicate a deal, there are too many steps to empty the trash, creating a template is not as easy as it should be, etc. Overall, takes a lot of steps to complete some of the most basic tasks.

Nice, clean and super robust for whatever the need is.

Dec 27, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Pros: The amount of info/value you can add to any proposal. Very customized. Training was very detailed and the ability to track when a customer has opened it up, viewed or left comments is very powerful.

Cons: Needs a few trial run before you completely get it. Would like to see a few sample bids that we can mess around with as well.

Capterra-loader

Just starting to use it.

Dec 26, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money

Pros: I love sending a link to my prospect and that they can navigate by section headings for their ease of use.

Cons: I am giving the benefit of the doubt, but my proposals look bad. The pagination and graphics get thrown out of alignment and I can't seem to override or correct in local edit.

Easy to create professional proposals quickly

Dec 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: What I most like about using paperless proposal is that we have all of our documents uploaded and filed so that it takes seconds to create a simple proposal.

Cons: What I least like about using paperless proposal is that it can be difficult to edit uploaded documents.

Good, accessible support

Dec 26, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Paperless Proposal customer support is easy to work with and accessible. I can always count on them to help me within a short time.

Cons: The local edit feature is a good idea but can leave room for user errors with uploading edited documents.

Paperless Proposal is a great way to get your documents across your clients in a secure manner.

Dec 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: What I love about this software is that you can share as many documents/files as you like in one single proposal. You can customize your proposal to be however you want it to be.

Cons: What I think could be better about this product is a little more flexibility on the Administrator's end.

Overall: Paperless proposal has helped millions to get their business idea in a visually organized way to the people they care the most.

It has been very useful and has helped me grow my sales. I have received many compliments.

Dec 24, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: The ease of presentation quality and data availability. The ability to adjust anything within the proposal with ease.

Cons: The fact that I have to use pdf files and upload them which means the fonts don't match. Crowded display of information on start up page.

It's been very helpful for our team.

Dec 23, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: I like that you don't have to send the whole proposal. I also like the digital signature feature and you can see who reviewed it.

Great program & easy to use!

Dec 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy, professional, and fast! Very professional. Current customers and new customers love the presentation and easy layout of the proposals. Paperless Proposal will also customize the colors to coordinate with your logo. Customer service always responds quickly and follows up. I love the notifications when the customer opens the proposal and the reports given so that you can learn what they are more interested in about our company.

Good program, easy to use

Dec 01, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the Paperless Proposal software the most regarding its ease of convenience when sending a lot of info to a prospect quickly.

Cons: What I like best about the Paperless Proposal program is that sometimes the loading times are long between pages.

LOVE, LOVE, LOVE!

Nov 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to customize proposals for clients based on their individual facility needs. The proposal process now takes half the time.

Cons: There are hidden charges and fees. To upload this or that is an additional charge along with the cost per user.

Used this minimally when looking for new software at my last job.

Jul 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The number of available resources they have to offer is definitely the biggest selling point. Really enjoy comparing and contrasting the different devs.

Cons: The layout can be a bit confusing at times, and the search feature could use a little refining as well. The more specifics that you can put in the better.

Vendor Response

by Paperless Proposal on July 19, 2017

Thanks fr the review. Gift card will go out end of the month. We are actually coming out with a searchable library this year. Keep you posted.

Program is ok. As far as the features I use, not much changed.

Jul 17, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: The update has a more modern look to it which is great. There is some ease of access as far as how things are categorized.

Cons: When rearranging the order of uploaded files, you cannot see the entire list. You now have to scroll to see them. This makes it difficult to put into order.

There is a delay in turning the pages of the proposal when viewing. Quick clicks to see the pages would be better.

Paperless proposals has definitely made things easier for our company - everything is all together.

Jul 14, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ability to quickly create and track proposals, save documents review and update. I also think being able to see if the customer has viewed the proposal is a great feature!

Cons: It would be great to be able to roll over an existing proposal to use and be able to edit, I think that would save some time when creating new proposals for the same client.

Overall: Being able to view all proposals issued, viewed all at the same time.

Easy to use!

Jul 12, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: User friendly
Good recruiting tool
Easy functions for user and recipient
Efficient tracking of candidate information

Cons: Candidate information needs to be entered several times
Difficulty in learning how to add items into the library

Overall: Able to send quickly information to potential candidates

Efficient

Jul 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Overall I feel that the software is very user friendly. Functionality of the software makes my work more efficient and trackable.

This is the absolute best proposal software ever. My proposals are professional, easy to understand.

Jul 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ramp up is very quick. The software is amazingly easy to use. The customer support is extremely quick and accurate. They are also helpful and willing to modify certain aspects with no problems. I can't say enough good things about the customer support.

Overall: A professional proposal at a cost effective price. This is also part of our green initiative to eliminate paper.

What a lifesaver!

Jul 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that we can upload all our files into the system and use as we go along. I especially like how helpful the paperless team is when it comes to helping us create custom merge docs to use within our library.

Cons: It does not have a search button which scans through each document to find information you're looking for.

Overall: This saved a lot of time when creating proposals and allowed me to concentrate on creating better material

Vendor Response

by Paperless Proposal on July 12, 2017

We have a search files capability for the library coming out on our next feature release.

Used the system to submit 95% of estimates to clients/prospects. Very well received!

Jul 10, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: The system is extremely easy to use and gives a more formal approach when sending to customers. Also liked the feature where you could see when the clients opened or looked at.

Cons: Didn't connect with our internal system. At times, some of the steps seemed repetitive and wished it would have connected better.

Vendor Response

by Paperless Proposal on July 12, 2017

Our new Thunder Experience UI is much easier to use and more intuitive. You will be trained on this from your administrator this month.

easy to use and a great way to track views of your proposal. Highly recommended

Jul 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use for my customers. The shareability: that they can share with other people makes it easy to get the proposal into the correct peoples hands.

Cons: it is a little confusing at first as to what to click to download proposal. But once you figure it out, it is easy from there on out.

Vendor Response

by Paperless Proposal on July 12, 2017

You are going to love the New Thunder Experience UI which you will be trained on by your administrator this month.

Great software

Jun 27, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: This software is very easy to use and has simplified the proposal drafting process. It is very easy to insert additional pages into the document and preview before sending. Finally, it is also very easy to verify and review your win loss rate. Excellent software

Cons: The only thing I do not like about the system is the proposal IDs. We use our own IDs instead of the automatically generated ones however, every time you exit the proposal and reopen, you have to reenter the proposal ID. It's annoying but not a deal breaker

Vendor Response

by Paperless Proposal on July 12, 2017

Alana, thanks for your review please contact support@paperlessproposal.com and we are sure we can address your concern around proposal IDs

Very user friendly with a massive number of features

Jun 26, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love the ability to know when the proposal has been opened, what was viewed and for how long. Paperless has more features that I could possibly use.

Cons: I disliked the user interface before, but the recently revamped the entire interface and it is quite impressive.

The site does need a strong internet connection or may run very slow.

Overall: My average monthly sales have doubled with Paperless insight

Very easy to use, efficient tool to reduce proposal creation time.

Jun 26, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Because of how the data is gathered and put into a spreadsheet, it lessens time to create proposals.

Cons: I've found that it took a little bit of time to learn how to navigate the tool and find what I needed.

Great user interface and customer service

Jun 26, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Simple to use and set up. Creates professional proposals in minutes that can be revised easily if necessary.

Cons: Certain file type modifications need to be uploaded or modified on the developer side. However, they are super quick to respond sometimes within 10-15 minutes of an email.

Overall: Easy to use, less paper of course, tracking proposals in their pipeline. Stats for keeping track of everything from different market types, regions, average prices, individual sales team won/lost ratios, etc.

Great communication and organizational team to help develop project.

Jun 26, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: The team was great at communicating often via email and phone; plus they were very organized and kept the project on task and moving forward.

Cons: I wish we had known the limitations of the software fully up front. I didn't like being surprised by what I couldn't do halfway through deployment.

Vendor Response

by Paperless Proposal on July 12, 2017

Reahanna, I'm pleased we could all meet and go over the build out of files and meet your expectations with our capabilities.

does what it says on the tin

Jun 26, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: keeping all of our proposals consistent in terms of presentation and branding is key to us. Paperless Proposal ensures this.

Vendor Response

by Paperless Proposal on June 27, 2017

Stephen thanks for the review. Unfortunately YouTube does not allow their site to be inserted into others sites. That said we have a workaround if you need YouTube videos inside your proposals. Feel free to email support@paperelessproposal.com and we will gladly show you how.

Took our new client presentations to a new level

Jun 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money

Pros: Allows us to gauge our clients interest
In our presentations. Super fast delivery . Being first to the line is often the difference between success & failure. A major marketing benefit for any growing organization.

Cons: There is no mobile app. I would like to report writing capabilities improved & forecasting capability needs improvement.

Vendor Response

by Paperless Proposal on July 12, 2017

Owen, you're going to love the new Thunder Experience UI with new trend, pipeline, status and activity reports. You will be trained on this by your administrator this month.

Simple and Easy to use

Jun 26, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Quick turn around time for my customers. The video option is very helpful when trying to explain something to your customer.

Cons: Needs a mobile app. Being able to input information on the go would benefit our outside sales team.

Overall: Easy to use proposal template that makes sending out a customized proposal very simple and easy. It always looks like a professional job when you use Paperless Proposal

This software is user friendly and captures our most important data for our company and our salesman

Jun 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: That we can run reports by pulling the data directly from Paperless Proposal and that we can go directly into paperless proposal through Salesforce.

Cons: I can't think of anything I don't like about it. I'm still a fairly new user to the software so I'm learning my way around still but it's pretty user friendly so not difficult to learn.

Feature Heavy and easy Proposal Generation

Jun 26, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: The interface on the back end was easy and powerful. The integration to Word made for a standard template to be easily edited and uploaded. GUI was slick . The tracking feature also made for post proposal ease after submittal. WORLDS ahead of my old way of editing a word document.

Cons: Had some trouble retaining my password upon login and the initial loading time for all my proposals was slower then expected.

easy to upload customized documents for proposals

Jun 26, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: notifications after client has opened the proposal, great cover pages with photos and details, the ability to print the exact proposal that's being emailed to the customer, the ability to delay the sending of the proposal, and the data telling us how much time the customer spent on each page of the propsoal

Cons: can be a little slow in uploading, but not often.
would like the proposal review to be more of an overall shot, like a map and maybe some animation effects for the proposal.

LOVE it!

Jun 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The stats sheet allows me to track my proposals and maintain a sense of client impressions. If I notice a client spends more time on one page or another I can gain a sense of what the determining factors of bid awards will be.

Cons: I feel as if the software could be more user friendly. When I attempt to train a new user they seem to have a difficult time adapting to the layout and process of adding and/or updating documents.

Vendor Response

by Paperless Proposal on July 12, 2017

Jennifer, we have just released our new Thunder Experience UI which is smarter, easier and faster. You will be trained on this shortly by your administrator. You're going to love it.

I can send proposals shortly thereafter a productive sales meeting. Impressive to my prospects!

Jun 22, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: Knowing when the recipient has reviewed my proposal, and what sections they are truly interested in, allows me to answers pertinent questions regarding my service.

Cons: Sometimes the email ends up the scam box. Not knowing if that has occurred with any particular prospect creates a sense contradictory to what the software is for.

Vendor Response

by Paperless Proposal on June 27, 2017

Ed, thanks for the review. If you are having problems with proposal going into Spam please be sure you are sending them from your email not via PP as they are more likely to end up in Spam if not coming directly from you. Also, it is always dependent upon people junk email settings and words used in the body of your email that lands them in Spam. If you see a proposal has not been viewed in a day or two its always a good practice to make a follow up call to your client and insure they received it. Let us know if we can be of further assistance.

I am a proposal writer for a large security company and use Paperless on a daily basis.

Jun 22, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I love that the software allows for creating custom library's that contain all of our frequently used documents for quick access. I also love that I can contact Paperless Support and request that they add merge fields to the document to implant the customer name during the proposal editing stage.

Cons: I wish, for our industry, that there were more finalizing choices. Sometimes a certain industry, like gov't, can request that you cross reference responses, add info to the TOC or have certain language in the header or footer of each page. It would be extremely helpful if we could add these items in while editing in Paperless instead of having to download, open in PDF and make additional edits in Adobe. This creates a situation where the proposal in our library no longer contains the most updated version. So, if in a year we have to look back on the proposal, we may not recall that it had to be removed to finalize and we could potentially be using old info..

Overall: it allows for our products to be uniform across our large footprint.

Vendor Response

by Paperless Proposal on July 12, 2017

Barbara thanks for your review. Our CTO, Zeb Evans will reach out directly to you to address your concern.

Paperles Proposal is a great tool for our growing business to gain new customers in exciting ways!

Jun 22, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I work with 10 sales representatives in our San Diego office designing proposals for prospective customers and updating them for current customers who sometimes need sales boosts. It's easy to use and provides a great looking proposal!

Cons: I would like to be able to use more diverse designs. Think Microsoft Powerpoint with its many themes!

Overall: We are able to work with our different sales representatives who each have their own unique sales styles to come together and have a mutual product that brings everyone's sales techniques to the modern age!

Vendor Response

by Paperless Proposal on July 12, 2017

We support all office files, word, powerpoint and excel files so your branding and designs can be consistent in Paperless Proposal

Use it all the time. Very user friendly.

Jun 07, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use and customer support. Support is always very responsive. Creating proposals are no longer a chore. Rather, the time it takes to produce one is cut about in half with Paperless Proposal.

Cons: Sometimes the connection to the application runs a bit slowly. Also, customization features are a little limited. Not a huge gripe though since this may be a company function more than anything.

Overall: Quick turnaround on creating proposals.

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: 10.0/10 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: 10.0/10 Not
Likely
Extremely
Likely

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: 10.0/10 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: 7.0/10 Not
Likely
Extremely
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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 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: 9.0/10 Not
Likely
Extremely
Likely

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: 9.0/10 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: 10.0/10 Not
Likely
Extremely
Likely

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: 10.0/10 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: 10.0/10 Not
Likely
Extremely
Likely

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

We love paperless and their team!

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: 10.0/10 Not
Likely
Extremely
Likely

Pros: It's so easy to use and love the customer service! We use paperless everyday. Easy to use and upload to. The support team is super friendly and quick to fix any issues.

Cons: The software is great. Maybe get rid of the last receipt page...

Vendor Response

by Paperless Proposal on June 22, 2016

Hugo, Thank you for taking the time out to review our product. Glad to know you like it. We can disable the download receipt page that gets added when you download the proposal. Please send in a request to do that via support@paperlessproposal.com If you ever have any questions please reach out to our support. 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: 8.0/10 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: 7.0/10 Not
Likely
Extremely
Likely

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: 10.0/10 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: 10.0/10 Not
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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: 8.0/10 Not
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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: 9.0/10 Not
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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: 10.0/10 Not
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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: 9.0/10 Not
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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: 10.0/10 Not
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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: 10.0/10 Not
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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: 10.0/10 Not
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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: 9.0/10 Not
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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: 10.0/10 Not
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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: 9.0/10 Not
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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: 5.0/10 Not
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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: 9.0/10 Not
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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: 9.0/10 Not
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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: 5.0/10 Not
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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: 10.0/10 Not
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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: 7.0/10 Not
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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