Who Uses This Software?

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


Average Ratings

77 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $39.00/month/user
    See pricing details
  • Pricing Details
    $39/user - Team Plan $49/user - Enterprise
  • Free Trial
  • 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!

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!

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.

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.

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.

Easy to use Proposal system

Sep 17, 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: 7.0/10 Not
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Pros: Easy to use and collaborate on proposals with team members. Can upload csv price list to make adding items much faster. Usually very quick to respond to any questions

Cons: unusable on mobile. Would like to see an option to save an item in the library if making a change to it in a proposal.

Overall: very responsive and friendly. Enjoy using the service.

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!

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.

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.

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.

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.

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.

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.

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.

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
Likely
Extremely
Likely

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
Likely
Extremely
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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.

Very useful

Nov 03, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Easy way to keep all proposals in one place and track users' activity.

Cons: Downloading / saving to your computer - not as easy as it should be.

Vendor Response

by Proposable on November 05, 2018

Thanks!

The software does what it is supposed to do. It delivers a multi-media, online proposal.

Jun 04, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: It makes the person sending the proposal look very professional. It's an enterprise level product that can be used by an indivdual, small or mid size business. Being able to incorporate multi-media, like video, without bloating someone's inbox is a definite plus.

Cons: Being able to easily mass upload client contact information is not easy, Only one format will work; and, all fields must be filled in apparently, even if you don't have the information. Creating an itemized invoice within the proposal is not very easy; and, the font changes, even when the master settings have been set.

Overall: The ROI is high; and, it separates us from our competitors.

i enjoy the service i don't understand the templates and how to change some of the elements.

May 30, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

Pros: inexpensive and has basic elements I understand how to use. I enjoy that it's an online service I can send via email and the analytics of the viewing are helpful.

Cons: i can't seem to understand how to fully customize the proposals and make them more appealing on a design level. there are some bugs I run across when trying to change fonts and spacing, and centering. so I end up settling for a look I'm not excited about. I don't understand how to custom from the template, like the backsplash or graphics. it would be helpful it the platform was more user-friendly, like weebly the website builder, where you can just drag and drop elements with ease.

Use it Weekly for Awesome Looking Proposals

Jun 04, 2018
5/5
Overall

4 / 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
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Pros: I can make changes from any device and deliver electonically to my clients

you can save templates, upload photos for future use and share across the Team

Cons: The website interface takes a little bit of time to getting used to and I still have issues navigating sometimes

Capterra loader

Good

May 30, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

Pros: Gui platform and e sign options allows user access on mobile. Easy to use templates and save feature.

Cons: Doesn't integrate directly with invoice software at pricepoint and doesn't have mobile direct application

Thoughts on Proposable

Sep 17, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: I like that it's easy to create templates for our proposals so I don't have to re-do the same text over and over.

Cons: I dislike the sending methods. I don't want to have to add people to the address book; instead, I want to either copy/paste the link into my own email or email them directly by typing in an address.

Overall: Overall it's been great. We're finding we'd like to do more with design sometimes. I want the gallery images to be linkable, for example. In some cases, I end up designing something as an image and putting it in because I can't get text/images to look the way I want. But overall, I like the product.

Once you know all the 'quirks' Proposable is reasonably serviceable.

Jun 04, 2018
3/5
Overall

2 / 5
Ease of Use

4 / 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 Proposable support team (and especially Gabe) is the best. They have always been very responsive.

Cons: In general, Proposable workflow is weak. The entire 'filing' system is confusing with little ability to search, auto-populate or sort effectively. Can't search by 'quote number.' Editing is not WYSIWYG. Pagination is haphazard.

Overall: A centralized repository of all of our quotes. Very attractive proposals.

A Very convenient way to send proposals

Sep 14, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
Likely
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Pros: Proposable allows me to send lots if proposals easily and quickly as all my details are pre-stored and all I have to do it update the quality and the recieves name. Its great for sale-people who are seeing or speaking with many customers in a day.

Cons: Yes you can send proposals but once sent you can't open the proposal inside the software. Its a little frustrating.

Overall: Its really saving me a lot of time and effort and to get around the issue above I download a copy of the PDF to my computer. A small workaround which they may fix in due time

Capterra loader

Extremely happy with Proposable, hands down the best sales tool I've used

May 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: Simple and easy to use and saves me quite a bit of time. The tracking has been a major benefit for my sales process as well.

Cons: There is not anything I dislike about Proposable. I don't know if there is any one aspect of the platform where I've seen a downside.

Overall: Saves time, allows me to track client interactions, easy for the clients to accept.

Vendor Response

by Proposable on May 31, 2018

Thanks for the great review Seth!

Great product. But bad aesthetics for our potential clients. We are a design-oriented firm.

May 29, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

Pros: Centralized data on leads, acceptance and denial of proposals, and great usability for our potential clients.

Cons: Aesthetics and typography in interfaces used by our potential clients is poor. We are a design firm so this is a very important feature to us & a primary source of complaints from my direct reports and team members.

Vendor Response

by Proposable on May 31, 2018

Garret - Thanks for the review and feedback.

Proposable review

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: 9.0/10 Not
Likely
Extremely
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Pros: Easy to use and handle. Very friendly tool.

Cons: That every time you want to access an accepted proposal you have to go back and start over instead of just clicking back.

Overall: Great! Easy to use.

Great for creating unique proposals!

Jun 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money

Pros: I love the ability to store templates and the entire library of line items I have been able to create!

Cons: Sometimes there is a little glitch where when I add a photo to an estimate area and save it, it does not save the photo. Repeating once saves it properly. Also, if you have a REALLY large "page" in proposal, it can get a little laggy.

PROPOSABLE REVIEW

Sep 11, 2018
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: The functionality of drag and drop menu items

Cons: In editing mode, lots of glitches, can't save at times, have to start over

Overall: Wonderful electronic proposing and contracting software.

Good basic software for submitting proposals

Nov 16, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
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Pros: We like the tracking capabilities, the templates and the benefits of having the pdf downloads. You can also track how many times people have viewed your submission.

Cons: There are glitches in the software, and sometimes data is lost. It is rare, but it has happened to us.

Overall: Easy to use and train people with, also the tracking options are great.

Capterra loader

It does the job!

May 30, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money

Pros: It makes my life easier. I can drag and drop our services so they do not have to be re-written each time I go to do a proposal.

Cons: I would like to see it cost a bit less. We do maybe a proposal maybe once a week and I think it would be better if it was tiered for smaller companies.

Vendor Response

by Proposable on June 02, 2018

Tena, Thanks for the review!

Great Sales/Closing Tool

Sep 14, 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
Likely
Extremely
Likely

Pros: The software is very intuitive and easy to use. It allows the user to create professional proposals easily and have the view results tracked when your prospect views the document. Great closing tool.

Cons: Some extra navigation clicks to get where you need to go, but otherwise no real criticism.

Painful

May 30, 2018
3/5
Overall

4 / 5
Ease of Use

2 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money

Pros: can create templates for most commonly used requests for quote; can follow easily on proposals; can interact with our CRM - Insightly

Cons: inflexibility; slow response from customer support; updates performed without alerting users; glitches in software that aren't fixed or support team is unable to fix

Capterra loader

Great product, looking forward to seeing future enhancements

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: 8.0/10 Not
Likely
Extremely
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Pros: i like that everything is built all into one solution. this makes life simple when tracking proposals signing etc...

Cons: The editing page is difficult to navigate and there should be a cleaner way of moving boxes from one section to the next. Also a suggestion would be if you could add very simple CRM features like tasks, calendar invite's etc.. that way if your a company like ours and dont neccesarily need a big CRM you can use your softweare exclusivly.

Proposable review

Sep 11, 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: Ability to see when customer opens the proposal

Cons: There are no cons as of now. All positives.

Easy to use, professional looking

May 29, 2018
4/5
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
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Pros: I love the feature that alerts me when the quote was opened for the first time. Customer support has been excellent when needed.

Cons: Very rarely- it takes a long time load. I have not had any other negative experiences using the system.

Overall: I feel I close more sales with the quotes I do in Proposable.

Best web-based proposal app

Jun 01, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

5 / 5
Value for Money

Comments: This is what I call an easy to use app, we improved our creation time, the real-time feedback help us to take some actions. This app took us a to a new level, where we can create a proposal and close a deal in a couple minutes

Pros: - Ease to use - Professional templates ready to use - Useful features - Awesome interface - What you see is what you print

Cons: None, just anxious to see new features

Proposable is such a great tool. It impresses my prospects every time I send a proposal.

May 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: I really like the ease of use. It is extremely easy to create, customize and send out proposals. I would recommend this to everyone.

Cons: There honestly aren't many things that I dislike about this software. It is definitely one of my favorite softwares that I use.

Professional Tool

Sep 11, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
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Pros: Very professional output with an excellent tracking tools

Cons: I can't provide multiple currencies within a single proposal. The investment page is a little rigid.

Overall: Happy to finally have a professional output to send to clients that we can track

Capterra loader

Experience so far has been amazing!

Jun 28, 2018
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
Likely
Extremely
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Pros: I love that it is modern and that I can have access to all my proposals instantly. I really love the feature that I receive a text every time someone opens one of my proposals. Customer service is amazing as well!

Cons: It doesnt have an invoice integration to collect payments from clients, besides that everything is amazing.

Overall: I can have all my clients sign proposals electronically!

Excellent Proposal Software

Mar 13, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: The ability to access it online allows us to access proposals from anywhere when get busy away from the office. The line items we can select to insert help save us time in typing up descriptions of products. Integration with our CRM Insightly allows new proposals to be created in Insightly so the team is aware of what is new or won. Excellent customer support. Thank you Proposable!

Most of the improvements we have requested have been developed and continue to develop.

This easy to use web-based proposal software helps save our team time in preparing proposals and contracts for our clients. We also love the e-signature function which increases our ability to close on a proposal instantly rather than wait for a paper copy.

Proposable Makes Quoting Exciting

Sep 14, 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: Provides very professional proposal that will differentiate you from the competition. Being able to provide options creates a more comfortable buying experience.

Cons: Run into issues trying to edit multiple pages, but the more you use it the more you can work around.

Does what it advertises to do, albeit sometimes difficult to use the library and formatting

May 29, 2018
3/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
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Pros: Generates and monitors a proposal for ease of approval and review. Once someone creates a library of content, then it's easy to combine the sections and send a proposal to a client.

A client can approve electronically. Collaboration tools help to keep comms both internally and with proposal recipient regarding comments and changes.

Cons: Creating the content. Difficult to use tools for editing. What you see is not what you get. Seems to require a knowledge of HTML to get formatting right.

Overall: Quick generation of proposals once the library of content was developed.

Easy to send proposals via email.

Easy to approve or decline proposals.

Archive of proposals such as approved, declined, draft, in-progress, and so on.

New User

Sep 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: It was very easy to learn and use and has many features that make proposal generation fast and efficient.

Cons: Some customers have the email link filtered out by spam software and never receive the proposal.

Capterra loader

We use the tool a few times a month for client proposals

May 29, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: Notifications of read proposals,nice to be able to saved section , proposal variables are handy, I enjoy the prefab samples for a good starting point for my proposals

Cons: Horrible mobile experience , may leave because of this issue, difficult to setup advanced pricing and totaling of estimates.

Proposable

Sep 11, 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: 8.0/10 Not
Likely
Extremely
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Pros: Ease of use and how quick you can get a proposal out

Cons: Approval process to send out proposals which comes directly from the software

Overall: Happy and would recemend

Capterra loader

Asure End User Review

Sep 11, 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: Quick turn around on proposals and analytics.

Cons: Glitches in the system which cause it to crash.

Proposable Is Great

Sep 11, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
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Pros: The software allows you send very professional proposals for an affordable cost.

Cons: No real cons, it may take a little time to learn how to customize the templates.

Overall: We tried other systems for proposals prior to using proposable and most were either too expensive or didn't offer the robust features we wanted.

Fantastic product - much better than Pandadoc

Nov 18, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: Having been responsible for producing quotes for software and consultancy deals for many years I was always looking for that next best proposal software. Started with Quoteroller (Pandadoc) which is OK, not great and the support was never really there.

Have recently moved all our operations globally to Proposable - it's great, easy to use and the support is excellent.

Great App for Service Industry!

Dec 03, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

5 / 5
Value for Money

Comments: "We have been using Proposable for several years. We find that being able to track your prospects interest level in the different categories of your proposal offers a huge advantage. But the ability to add video is state of the art. Video provides you another opportunity to provide one last pitch of why your product or service is superior. I highly recommend standing out from your competitors and using Proposable."

Pros: - Professional presentation - Keeps branding consistent - Video usage ability

Cons: Every concern I had was rectified in new version.

Proposable

Sep 16, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: It allows me to send a professional proposal to my client. Everything is in one place for ease of reference. I don't spend time putting together a bunch of PDF documents unnecessarily.

Cons: Clients are rarely able to view our proposals from a mobile device. It is incredibly frustrating.

Love using proposable to make quotes and proposals for clients

Jun 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Proposable is easy to use, automatically saves as you work and makes it easy to customize what you're working on.

Cons: The only negative I can think of is that it's not very mobile friendly. When looking at completed proposals, it's not easy to view for clients on a mobile device

Simplicity is always better

Nov 27, 2015
4/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

5 / 5
Value for Money

Comments: One of my most used applications, simple enough, good templates, easy to modify, and minimalistic UX, old version is still available, new one is improving each time more.

Pros: Easy to use, awesome Customer Service from Gabe. Very stable, if you know HTML, CSS, you will be in the heaven.

Cons: No Electronic Signature Need fancy templates for Marketing Agencies Clients

Room for improvement

Sep 12, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: It was nice to have one place for actual proposals to be kept in one spot and signed and they are easy to duplicate.

Cons: Do not care for the limited amount of templates and lack of ease when editing, seems that formatting is always an issue and gives me a lot of problems when adding a lot of info. I feel it is over priced for what I am really getting and how annoying it is to use.

A system to generate more revenue

Sep 11, 2018
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Proposable allows easy creation of a standard to use for templates and custom proposals.

Cons: Most people are confused about the delivery or the email lands in spam.

Overall: Productive and efficient.

It offers a nice presentation

Jun 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: How it allows me to present my product professionally. I also like the read receipt which tells me when my client read it and how long they've been on it.

Cons: The cost of the product is my least favorite. I only use one template therefore its not providing as much value.

Overall: I do get to present my proposal professionally as it offers alot more information than my clients expected.

Capterra loader

Great Software - Takes a little time to get familiar with it.

Sep 17, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: I like the templates that I can duplicate and use as references.

Cons: Some of the text editing didn't work as it should. Some of the buttons and areas were hard to locate.

Overall: It was a great software - may need a bug check/audit for minor things. Overall I recommend it.