Proposable

Proposable


4.5 / 5
100 reviews

Who Uses This Software?

Software, Technology, Medical, Agencies, Travel, Service Businesses


Average Ratings

100 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $39.00/month/user
  • Pricing Details
    $39/user - Team Plan $49/user - Enterprise
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Proposable
  • www.proposable.com/
  • Founded 2009
  • United States

About Proposable

Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals, to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.


Proposable 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
  • Automated Quoting
  • Catalog Management
  • Client Portal
  • Contact Management
  • Customizable Branding
  • Discount Management
  • Pricing Management
  • Product Configurator

Proposable Reviews Recently Reviewed!


Capterra loader

User friendly, good proposal creation service

Oct 24, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: Overall, this software is good. It provides good value for money if you're a business or freelancer sending proposals reasonably regularly. I love the fact it allows for the proposal and contract to be signed electronically, so there is no need for back and forth emails. Generally the software is easy to use and if you're sending out many proposals with the same or similar content you can create "templates" to save time writing out the same thing over and over again.

The layout of the dashboard makes it easy to see how many proposals you've sent as well as how many have been accepted, declined or have been left pending. You also receive email notifications every time a proposal is accepted meaning you don't have to keep logging into the software to be aware when a new contract is signed.

Cons: This software could be expensive if you're only sending a few proposals each month. I felt to really get my money's worth I needed to be sending 10+ proposals each month, however, this will depend on the value of each contract to you. If you're sending out higher value contracts you may feel you only need to send one or two to get your moneys worth.

There were times when I experienced issues with the software - primarily potential clients claiming they couldn't view the proposal properly from their smartphone. Although this didn't happen every time, it was of concern to me.

Overall: This software is brilliant if you're sending proposals and contracts regularly and even better if you need "template proposals". Personally, this has been something I have used almost every day and having the templates allows me to cut out the time I previously spent copying the same text and images into almost every proposal I sent. I've also saved valuable time through proposable as it's eliminated the need to send contracts back and forth via email. I found some clients were unsure how to sign them this way - proposable provided a solution to that.

Overall, this software has been an integral part of my business and with the few bugs I experienced ironed out, it would be a 5* bit of software.

Vendor Response

by Proposable on October 31, 2018

Thanks for the review Chloe!

Extremely useful software

Mar 15, 2019
5/5
Overall

4 / 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 have used two other proposal systems before this one and both were very frustrating to use. Proposable was easier to use and had more features than the others at very near the same price. We have now been using it for years with our sales team and it has become a staple of our business software stack and baked into our daily processes.

Cons: The content editor is still difficult to use. Technically, this is sometimes called a WYSIWYG or WhatYouSeeIsWhatYouGet editor. It is the form element that let's you stylize text and create bullet point lists, etc.

The content editor in this system is pretty darn frustrating to use if you want to do anything other than very simple text formatting. Even bullet points don't always look right. For us, this is less of an issue because we have in-house coding teams. So we can make things look great in our proposals using CSS code rather than trying to struggle with the WYSIWYG editor.

Overall: Overall, the software has been very good with only a few minor things that we did not like. Once you really get using it, it gets better and better because you build a nice library of re-usable content. Also, the support from their team has been top notch. Every email is answered in a day or less... usually a few hours.... or minutes.

Great tool for digital business owners!

Mar 12, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: You can see when and how long the recipient has viewed the proposal. If they have questions, they can leave comments/questions right in the proposal. It makes everything easy to look very professional on. This has saved me so much time and has sped up our normally long sales process.

Cons: I would love to get notifications when someone is viewing the proposal I sent to them, or if they have left a comment. I usually have to manually review this and it can easily be missed or time-consuming. The interface and UI could definitely be more robust, and the creation of proposals from templates can be confusing sometimes. There are definitely ways to streamline this and make it easier to do.

Overall: Very easy to save templates and bust out quick proposals for fast turn-around. This has helped up speed up the sales process. And it looks very professional.

Vendor Response

by Proposable on March 16, 2019

Thanks for the review Clay!

Proposable is worth its weight in gold, get it, use it, and you will win sales from it.

Nov 08, 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: We love Proposal. It is a game changer. This saves us hours of work typing up proposals. We can set deadlines, we get alerts when customers read the proposal and above all, it gives us a very professional image. It integrates easily with our CRM software and allows us to accurately plan our sales pipeline.

Cons: There is nothing to dislike. The set up was easy and we were even given a free "onboarding" session. The only thing we dislike is that we didn't start using it sooner!

Overall: We have been using proposable for many years.. the software is very secure and we have had 100% uptime. The customer service is first class, and we have only ever been left with the impression that the team at Proposable seriously care about quality and value.

Vendor Response

by Proposable on November 20, 2018

Thanks David for a great review!

Proposable has become my go-to for proposal writing in the past two years.

Jun 01, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: It allows me to send proposals from my own email address. It logs recipient view data. It looks nice.

Cons: It's not flexible enough. For instance, the text editor is rudimentary - you can't even indent. The pricing page does not allow you to move elements, change fonts, adjust font size, etc.. So unless you happen to share the same tastes and vision as the designers, there is going to be a notable and jarring disjuncture between the rest of your proposal and the pricing page. The owners are unresponsive to repeated requests to address this. A simple way to fix this, in my opinion, would be to break out the key data fields (e.g., "Grand Total") as Tags and allow the user to place them anywhere in the proposal. I have suggested this to the owners, but they do not seem interested, particularly. It would also be nice if there were freely definable Tags whose data could then be queried in Reports. As it currently stands, the Reports only query data fields that Proposable developers have decided are important. This contributes to the overall inflexibility. It would also be nice if were possible to place hyperlinks in the proposal to other pages of the document. The file management system is a bit laborious, too, for the user. For instance, if I want to print a PDF of a sent proposal, I need to click through a number of different pages to arrive at a non-intuitive cloud icon next to the URL for a given recipient. Why can't I just select the proposal checkbox and then click a "print PDF" command? Other folks in my company who have previewed Proposable actually make jokes about this!

Great Baseline Proposal Software for Small Teams

Mar 12, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Centralizes our proposals and provides simple tracking for views/downloads/signatures.

Templates and sections allow for easy formatting of more boilerplate proposals.

Cons: Learning curve can be steep for some as library elements can be confusing to the uninitiated.

Would like to be able to adjust margins and add branding to header/footer regions.

Would also like for monthly recurring charges to appear in the proposal's total in the tracking dashboard

Overall: Our agency used to write all proposals in Microsoft Word from scratch and didn't track how many dollars were "out there". Proposable allows us to centralize all proposals for team coverage and better-hold ourselves accountable for open contracts.

Vendor Response

by Proposable on March 16, 2019

Thanks for the review!

Capterra loader

We use Proposable on a regular basis & are generally happy with it.

May 29, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The customization, the ease of creating a storing templates and the general look and feel of the delivery. A lot of our clients have expressed that they are impressed with our proposals and the system.

Cons: It can be buggy. They add features but often those are for a much higher price point. I'm at the median level and think that for the monthly cost, it could be a little better. Additionally, to add team members, it's the full monthly cost per team. I feel it should be an add on.

Overall: Proposal storage, easy access, create templates. Being able to see which sections are viewed and the notifications are helpful.

Proposable saves me time & allows me to deliver information to prospects & clients quickly

Sep 11, 2018
4/5
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: With our great looking templated proposals it takes me under 1 minute to generate and send a fantastic looking proposal to prospects and clients. Due to the great integration with Pipedrive, there is next to no manual data entry (other than quantity and price variations). It fits with our overall philosophy to keep information consistent, current and on the cloud.

Cons: I have nothing bad to say about Proposable, it is a pleasure to work in.

Overall: By using templates and integrations, we eliminate duplicate data entry. This effective practice falls in line with our lean principles as a company.

Capterra loader

Easy to use Proposal software

Mar 12, 2019
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: easy to use and figure out on your own without the need for videos or online training courses

Cons: Navigating and updating the library line items and templates can be a bit tedious. Having a function that would change premade templates to match updates to line items would be nice. Currently if you update a line item, you'll have to go in and change it in the templates as well.

Overall: Customer service has been fantastic. They are very responsive and attentive. I see new functionality being added and know more will be coming as well. I look forward to seeing what else they can add.

Evaluated and tried several, glad I chose Proposable!

Mar 20, 2019
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
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Pros: What I really like about this proposal is that I am no longer in the dark as to whether a prospect has seen the proposal I sent them or not, not only that I can see how long my prospects are looking at my proposal which is a good indicator of how interested they are, this system also lets me know when is the last time my Prospect looked at the proposal.

I also found the system to be easy to use and that items are simply dragged and dropped, if one is able to set up enough templates you can make quotes and get them to your prospects in amazing time, this helps keep the sales momentum going. the support on proposable is also awesome they are there to help and eager to grow their business

Cons: I am no expert in using proposable just yet, but I do know it would be awesome if proposable could extract data from another source and automatically create quotes without manual input each time. this feature would totally rock proposable out of this world when it comes to quote competition

Overall: proposable is a great solution if you are not effectively delivering proposals and quotes, feel rest assured in this investment as their support team is very responsive and will help with your Effectiveness on proposable

Will Be The Standard in the Future

Sep 11, 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: It's super easy to use, not only for the seller but for the customer as well. It keeps track of all your SKUS and there are many templates to choose from. I have even had to reach out to the owner/developer for an odd request and he was able to accommodate that for me and made it a great experience.

Cons: This software has NO flaws. Seriously I can't stress enough how well this product works. I believe it will be the standard proposal site in the future.

Overall: It's been nothing short of amazing.

Capterra loader

Proposable is a great experience for our clients! They always ask who we use so they can use it.

May 29, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Customizing and ease of use and getting proposals out for our team is crucial. The time tracking and views are awesome for our team to close more deals. You can text the links and it works great.

Cons: As a young tech company, they do have bugs but they are quick to respond and fix them. I would like to see more features added.

Overall: My reps are able to quickly distribute good looking proposals and see when and how long they are being viewed. They are more efficient having this visibility.

Vendor Response

by Proposable on May 30, 2018

Thanks for the review Jason!

The easiest and most convenient way to send proposals

Jul 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: Where do I start with this system? I have used this software for 2 years now and have only loved it from day 1. It is very easy to create proposals and for clients to view/download contracts.

Cons: Sometimes very nit-picky companies (typically schools and government) need more robust or details proposals than what is capable within Proposable

Overall: Saves me time and makes it easy on my clients to access the proposal.

Vendor Response

by Proposable on July 27, 2018

Thanks Matt for the great review. Glad you're enjoying it!

Proposable has made sending out agreements a sinch and really sped up the process for our sales team

May 29, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ability we have to create new agreements on the fly, and how quickly we can adjust custom pricing and terms if needed. Plus, it's really easy for our customers to execute and get it back in the hands of our financial team.

Cons: They seem to go down quite a bit. There's been too many times where we've attempted to get proposals out and we can because their site is down. It can be very frustrating

Overall: Ease of use. Quick to edit and modify if needed

Have not found anything better, great produt

Sep 13, 2018
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I had multiple, multiple people ask what software we use for our proposals, Proposable is the best I have seen. The ability to make template proposals and have them sent out within minutes has saved deals for me!

Cons: A bit buggy. It may be coincidence, but it always seems to be at the end of the month/quarter when things are busy for us that Proposable crashes. Support is good, but wish it would not happen in the first place.

Capterra loader

Great platform for getting proposals to customers

Sep 11, 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: Super easy to add templates, utilize similar line items that are relevant to multiple customers, add custom fields as needed

Cons: Can sometimes be challenging to "undo" a change that was made and sometimes not super supportive of rich text. Updates continue to improve this, however.

Overall: We've had a great experience. It has really nicely upped our productivity and our customers are able to very clearly receive professional proposals from us!

Proposable - a salesperson's dream

Sep 11, 2018
5/5
Overall

4 / 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: Once your templates are pre-loaded, you can churn out new digital proposals at a much higher and repetitive rate than doing it manually with Word docs and spreadsheets. For the salesperson, it tracks how long your prospect has viewed it, which is key insight into their buying cycle.

Cons: I wish it would tell me what actual page(s) of the proposal (i.e. pricing) the prospect spend the most time viewing.

Overall: Proposable gives your prospects a tailored experience, as it walks them through your company background and value proposition with stunning visuals and easy navigation.

Creating a proposal.

Mar 21, 2019
5/5
Overall

4 / 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: Proposable is easy to use. The layout of the proposal is clean and organized and very professional looking. Overall using proposable is fairly easy and customer support is good.

Cons: There are times will the body of the proposal will be cut off or dropped down in the box below. I haven;t figured out how to fix it.

Overall: As a company we generate estimates constantly. Proposable stream lines the process.

Vendor Response

by Proposable on March 22, 2019

Thanks Heidi for the great review!

The simplest way to create a contract for clients

Aug 24, 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: This system is super easy to use. You can create a quote within a few minutes, and save templates of the typical quote you send over. It looks very clean and professional. Well done!

Cons: I wish there was a little bit more customization that could be done with branding.

Overall: Very quick support whenever there is a bug (rare). Clients ask about it all the time!

Vendor Response

by Proposable on August 27, 2018

Thanks for the review Matt! Glad you are enjoying Proposable.

Proposable makes it easy to quickly duplicate, send and track proposals.

May 29, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Easy of use. To click "duplicate" and find the contact (from HubSpot) and be able to have a proposal created in seconds... that's just awesome.

Cons: My biggest complain is the search capability... Sometimes I want to find a proposal across multiple statuses, or find a proposal that contains something specific, and currently, I can't do that... I need to put everything I could ever want searchable later, right in the proposal's title, which means I can't use that within the proposal. Also, when I use the date shortcode, it includes the time, which is weird when I'm using it to say "this proposal is good for one year from {date}. And sometimes I have issues with page breaks when I have a lot of text in a single text area that spans multiple pages.

Overall: Tracking to see when a client opens a proposal is by far the biggest benefit. And I like that they get a reminder as the expiration date is approaching, but I'd like to get reminders too.

Many improvements from the beginning

Sep 17, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that you can drag and drop images easily as well as attachments.

Cons: We send out monthly reports to all of our clients through this system and sometimes it seems to get "bogged down" and we have to refresh. We end up with a lot in "drafts".

Overall: We have suggested changes over the years and they are very helpful with either adding those features or suggesting work arounds that work for us.

We have a small user base at SAAS company working in live entertainment. Proposable is great.

May 29, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Tracking sectional view time is a real asset when following up with prospective clients is our most used feature. It really help spot what piques there interest the most, or where additional explanation is needed.

Cons: Building your template is more akin to working in Wordpress than Microsoft Word. it is cumbersome at times.

Best proposal software ever!!!

Jul 26, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I've tried soooo many proposal softwares and I'll never try another one after Proposable. It's so easy to use and it looks good, which all the others don't.

Cons: It used to be really buggy - we got on with them really early on but they fixed all the bugs and it's perfect now.

Vendor Response

by Proposable on July 27, 2018

Awesome - Thanks for the great review Taylor!

Great Tool To Track Your Sales Success

Sep 17, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: I'm sure there are a lot of different tools out there that help with proposals, but what I really love about Proposable is the dashboard that it provides you. It allows you to track your success compared to previous months, allowing you to manage where you are at and where you need to be. I also love the notifications that they send out, whether it's email or text, they always let you know once a proposal is being view or accepted.

Cons: I'm not just saying this, but there honestly aren't many things that I dislike about it.

Overall: It has been great! Proposable allows me to start and save proposals as drafts, track all of my proposals that are active, that have been accepted, that have been declined.. They allow the potential buyers to leave comments on the proposals, and the editing feature is very simple to use. I have been nothing but happy with my entire experience!

Love proposable

May 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love how clean the interface looks, especially for the client. Text message updates when a proposal is viewed or accepted is life changing.

Cons: Although it is very customizable, there are a couple of areas that I've found difficult to make- particularly when splitting payments up quarterly or semi annually.

Overall: Clean proposals to clients. Tracking when proposals are opened and accepted. Easy transition to billing page, connectivity to CRM help us capture payment.

Vendor Response

by Proposable on May 22, 2018

Awesome - Thanks for the great review!

Our customers ask about our proposals all the time!

Dec 14, 2018
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
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Pros: The customer experience for our customers is top notch. They love how easy it is to click the link review and accept all online. We have had a ton of our clients buy proposable after going though our sales cycle.

Cons: There are some things that are limited but they do a good job of adding features as a newer software company.

Overall: I would recommend proposable to anyone that is looking for a easy to use online system. You can get implemented quickly and your customers will love it!

Vendor Response

by Proposable on December 17, 2018

Thanks for the great review!

Proposable has been a great tool to present vacation options to my clients

May 29, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money

Pros: I like that Proposable is customizable and visually appealing to the customer. We are able to share files with other agents as well.

Cons: It's not very mobile friendly. The tables get cut off and my potential clients often don't know that there are more pages of information to scroll through.

I use Proposable to build out proposals for potential clients on a daily basis

May 29, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the auto populate feature for contact / account information. I also like how easy it is to add or take items away from each proposal if needed.

The tracking feature is by far the greatest part of the system. Hands down.

Cons: I dont like how if you enter the same email in a new proposal it changes the account name to the previous one. For example. I have business partners that are the in between contacts and if I want to send multiple over to them it wont allow for the new company name if the email address has been used for another prior.

Overall: Convenience and ease of use to build proposals for new clients.

Proposable is very easy to use. There are just a few kinks that make it challenging.

Jun 01, 2018
4/5
Overall

5 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Ease of use. Ability to store all of our information neatly in one location that can be easily dragged into new proposals.

Cons: Poor picture formatting and inability to download to word. When pdfs are downloaded by clients, they are poorly formatted.

Quotes never looked better!

Mar 12, 2019
4/5
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
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Pros: The modern look and feel of the proposals was a great upgrade for us.

Cons: The estimate needs to be enhanced to allow for unit (x) quantity = monthly rate (x) number of months = total. As it is now, some of the calculations are manual (you have to start with monthly rate) and subject to errors.

Overall: Very good because the company is responsive to feature requests for improvements.

Vendor Response

by Proposable on March 16, 2019

Thanks for the review Lisa and also for the feedback!

Capterra loader

Awesome Software

Sep 11, 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: Prior to Proposable, we were just sending PDF proposals. We are a digital film agency and our Proposable allows us to show off our work, the way it is supposed to be!

Cons: I would like to be able to have an eSign function.

Overall: Just Awesome!

Saved our time in creating proposal.

Jun 01, 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: Convenient. I'm glad we have templates to use it really helps. Also, that it can be emailed directly to the customer.

Cons: Need a better UI. It's so hard to edit the tables in the form. When we add it, it kinda changes the whole layout.

The way forward for proposals, contracts & agreements...

Mar 12, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Having templates for proposals is a huge time saver and allows me quadruple the amount of contracts & agreements I can get in front of customers. Additionally, the sidebar for comments and queries makes the whole process faster and easier when you can essentially converse in real time with recipients.

Cons: Some more customisation would be nice, in terms of fitting in with our corporate branding for example. Also, when I send a link via Outlook instead of sending it within Proposable, it tells me that the recipient has viewed the document, when in fact all it has done is arrived in their inbox. Tracking the progress is part of the benefits of this program and this is a slight mis-hit.

Overall: Overall, the time saving and convenience of Proposable is the biggest win. When I know that clients are getting a professional, clean and easy to use document in a quarter of the time it takes to do it manually it is very satisfying.

Vendor Response

by Proposable on March 16, 2019

Thanks for the great review!

Easy to use templates and electronic signature software.

May 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: Even basic users can use the templates and make good looking proposals to send to clients. We use this for signing up new partners and it's very ease to keep track of things.

Cons: Could be a better design service offered as part of the support. Not essential. Main bug for us is the salesforce integration doesn't pull through opportunities to populate.

Honest Opinion

Sep 11, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: For the most part I'm very content with using proposable. It is a fairly easy and user friendly program, something that can be quite hard to come by in today's time. I'd definitely recommend proposable to any and all of my colleagues.

Cons: The biggest issue for me is the navigating the site. Some features are not marked as they should be in my opinion. For example, there was one day where I needed to find a specific contact. To do so I figured I'd need to go to my contacts, which was in fact true. However, I went look through numerous tabs until i finally decided to look under the settings tab. This was very confusing as the settings tab is not where I'd look to find my contacts. So to conclude i think it'd be an improvement if certain features or items were marked clearly I'd definitely prefer a tab dedicated to contacts.

Great software to track low ASP sales

Mar 12, 2019
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: Texts and emails alerts when someone is looking or signing a proposal. Allows us to act quick and close more deals

Cons: locking down just individual terms is not possible.

Vendor Response

by Proposable on March 13, 2019

Thanks for the Review Jacob!

Super clean interface

Aug 01, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Super clean interface, easy to create templates for the whole team, add new line items to contracts, and deliver quickly to prospects. Love it!

Cons: There are a few bugs. The most annoying is while editing a proposal it will not let me save the work I just did and forces me to go back to the home screen to start all the way over. Happens about twice a month so not the end of the world.

Overall: Easy quick way to contracts to clients. Easy for them to understand, sign, and input billing. 100% believe proposable decrease time to close deals.

Vendor Response

by Proposable on August 02, 2018

Thanks for the review Jordan!

improve photo presentation and the layout, make the data of my clients in my full control

Sep 15, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: i like the whole idea of proposable and am right now almost not using it, but hope new features will be added soon so i can send out the slickest proposals and am able to control my data fully

Cons: the way pictures look. a lot of my pictures are squares ,but proposable all makes them rectangular, which cuts of a lot of the pictures in the most ugly way possible. It would be good to be able to get a few settings on this, eg per line of pictures and also be able to choose the set up of the grid (2x2 or 2x4).

another thing i would like to see is a connection with google drive and be able to use data collected from google forms and be able to merge them in an invicible way into my proposals and (preferably) also use this for the customer data. If all my data would be in my control in the google cloud, it would make it more easy for me to use it offline or for other uses, like my invoicing.

Overall: i had some good experiances but also had troubles with not being able to go offline, not having full control over my data and the limited visuel settings for my proposals.

Good.

Mar 15, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Once you get the feel of the software, it is consistent and easy to use. I love the e-signatures. I like that my clients can unclick options they do not want. Overall good and functional software.

Cons: Sometimes I want to add a piece or change something and it is a little tricky.

I like the framework, but sometimes it is unflexable - however - that could be user ignorance and not the software.

Overall: It is convenient, saves time, and is tidy. I don't have to reinvent the wheel for every SOW.

Proposable Review

Sep 15, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Good value for money and is functional.

Cons: The download button is too small, would like more fonts, doesn't view well on iPhones/iPads (pictures are distorted)

Capterra loader

Very easy to use, great tool!

Jun 01, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The software makes the creation of beautiful, compelling and actionable proposals a synch. Once created you can easily share with your clients and prospects and gain insight into their interactions with what you have created. What's not to love?

Cons: It is a bit glitchy, but overall it's great. Specifically it suffers from the issues that a lot of browser based document editors suffer from in that they are not perfect.

Overall: Helps me close deals, what else is there to say?

Usage feedback

Sep 11, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: on-line, stores templates, contact list import/export. Analytics and read receipt notification. Proposal aging, duplicates/copy quote , status change.

Cons: There is no app for proposable, the site is almost unusable on mobile, users must accept in order to view proposal. On line items, cannot add discounts on a particular line. Editor is kind of strange to work with

Overall: Good, experience, quick way to make proposals. My biggest downside is the mobile version, while on the road, forget to make a quote on a phone.

Looks Great, Still Has Some Bugs

Mar 12, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love the way the proposals look in the end. The software could be easier to use, but it works for now.

Cons: I'm not crazy about the fact that it times out on me every so often, causing me to have to re-start the quote I was almost finished with.

Vendor Response

by Proposable on March 16, 2019

Thanks for the review and feedback Katie.

I work at an IT MSP and we use proposable as a back-up quoting and proposal system

May 29, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: We love the way our proposals look, the ease of use and how cost effective it is for our company. It is simple for anyone on our sales team to create and send proposals, as well as view previous proposals and the current status.

Cons: Unfortunately the software does not link to our vendors for quoting purposes, nor does it integrate with our CRM. This is why we use proposable as a back-up option. Our primary quoting tool intergrates with other platforms which allows for seamless transition to CRM and invoicing.

Proposable User Review

Mar 15, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: The ability to easily share a link with someone and have them reference it over and over.

Cons: The inability to send ONE link to a group email. I would like to have one master link for a proposal, then just have each person enter their first name to view the proposal and review analytics that way. It gets confusing to send proposals to multiple users outside of a group email. The adoption of the comments is not there so being able to see how often each person views is hugely beneficial.

Overall: It's been great, but I think some tweaks here and there could be great. Specifically within Asure, if you could match our product SKU's that seamlessly flow into Salesforce could be a great benefit and time savings for the entire organization. I spend at least 2 hours per proposal by the time I'm done with the proposal and the Salesforce quote.

I get asked weekly who we are using for our proposals/contracts. Proposable for the win.

May 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Very easy to use, very customizable software that allows you to adapt to each customer you're sending a proposal to. Very simple and to the point, it does what it is supposed to do and does it very well. Customer support is very responsive and they are constantly improving the stability of the software.

Cons: I would really enjoy a mobile app to easily edit proposals on the run. Other than that there is nothing at all I can think of.

Proposable Review

Mar 15, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: I like all of the functions that it allows you to do: adding photos, text boxed, pricing section, backgrounds, etc. I also like that there is a link that is sent to the customer and that you can edit in real time. I also like that you can add attachments and the customer can add notes.

Cons: Some of the formatting is a bit off when in the text box (tab key doesn't act as a tab key in the text box sections). Don't like where the attachments are located on the right side of page. I have had customers tell me that they don't always realize that it is there. So, in other words, it's not easily accessible.

Overall: I haven't had many issues with Proposable. All in all, I like the concept and like being able to use this tool to send out extensive proposals to my customers.

Proposable is the best proposal software on the market!

Mar 12, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the ease of use. I can easily create a proposal and send it over to a prospect in only a few minutes. I also love the alerts via email and text. I have prospects ask me what we use all of the time because of how great the software is.

Cons: There are very little cons that I can think of. I think the customer support is the biggest con, but it is still pretty good.

Overall: I have had a great experience!

Our company has used this product for over 3 years and our satisfaction has fluctuated.

Jun 05, 2018
4/5
Overall

5 / 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 love how customizable it is and how easy it is to make it specific to each client. I love that you can make templates and utilize them with ease. After you finally make one the way you want it, it is nice to easily replicate it.

I also really like the automated emails it sends out when the recipient opens the proposal, that is very nice! And easy to be notified when they accept the proposal.

Cons: There is a lot of formatting that you have to monkey with that I wish was more simple.

Also, the "monthly" feature you can turn on does not total correctly, so I have sent inaccurate contracts to people before because it just adds the months total and not the yearly total. Which has caused many problems!!

Overall: We are easily able to be on the same page as a client and have a written document of what was agreed upon to fall back on if there is ever any confusion.

Proposable Review

Sep 17, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: I like that it can be customized with company logos, etc. I also appreciate the analytics that allow the user to see who has viewed a proposal and how much time was spent on each page.

Cons: I don't like that in order to change pricing tables, I have to unhide columns to edit then go back in and re-hide after I'm finished. Also copying and pasting text in even if formatting has been removed makes it so I have to play with the spacing and font quite a bit before it's right. I'd like it if the edit view and preview showed the same spacing, font face and size.

Overall: The program is pretty intuitive and easy to use. It's very easy to draft, send and receive analytics and feedback on a proposal once it's out in the wild. Overall, I'm happy with the program.