Paperless Proposal

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

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.

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.

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.

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.

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.

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.

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Pros: Overall I feel that the software is very user friendly. Functionality of the software makes my work more efficient and trackable.

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.

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

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.

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.

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

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

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.

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.

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.

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

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.

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

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.

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.

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.

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.

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.

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.

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!

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.

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.

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.

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.

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.

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

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

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.

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.

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.

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!

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!

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.

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.

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.

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

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.

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!!

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

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.

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.