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

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

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

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

In my opinion this software is awesome it lets all your fellow employees have access and make changes or update the same file any time from any device they use, with no flaw. It saves on paper no more faxing using up all kinds of ink, no bringing thick packets to sales appointments it is all now paperless and a lot more convenient. You can add notes modify, delete or add anything anytime you want and send it to a potential client.

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

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

The reporting features are nice.

It is cumbersome.

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

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

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

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

Paperless proposal now lets you conduct business and send proposals through email now instead of always having to print and fax or do paperwork for contracts. It makes sales a lot more convenient and definitely helps you keep track of all your leads and proposals that you have sent to new or potentially new clients. It also allows anyone in your company to have access and modify or add anything to the same specific document in real time so everybody knows whats going on and is kept in the loop.

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

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

The flexibility and customization ability of the platform. I can get as creative as I need to to win the business.

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

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

I love how this software enables all relevant persons to stay update with potential clients information and everyone can have access to add notes or change proposal information. I can use this on any device I use it on my cell and lab top as well and I never have any problems. Help and Support is good at getting back to you quickly when you call them and leave a message or send an email. they are pretty decent at fixing issues pretty quick. You can send email proposals, no more paper proposals, good for the trees less paper being used.

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

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

It lets you allocate one or as many employees as you want have constant access to recent and all proposals and documents in the system so everyone is kept up to date or if any current changes need to be made notes and changes could be added to the files also anywhere and any time by whoever has access . Environmentally safe cuts pack on paper use, save the trees!!!!

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

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

I love how you can keep track on all your notes for each individual client and it can be integrated with several people at one time and they all have access to update communication or keep an eye on what has been going on the client history. It has graphs that tell how the percentage of lost, sold, and won accounts and how much money you have made . Environmentally safe no more using all kinds of paper to send out proposals.

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

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

The ease of creating such a customized presentation to the customers

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

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

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

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

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

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

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

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

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

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

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

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

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

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

My average monthly sales have doubled with Paperless insight

I love the ability to know when the proposal has been opened, what was viewed and for how long. Paperless has more features that I could possibly use.

I disliked the user interface before, but the recently revamped the entire interface and it is quite impressive. The site does need a strong internet connection or may run very slow.

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

How easy it is to use.

That you have to pay for each user

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

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

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

Overall a very good product, seems to have some server issues and lagging hang up on processing documents but overall use is good

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

it lets you do contracts, and proposals via email no more using up paper, or time all day everyday. It files and keeps track of all your business you use it for and you can also add your notes regarding last communication. Very user friendly

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

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

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

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

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

Ease of use and adding videos to make proposals stand out.

none

Highly recommend.

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

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

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

What I love about this software is that you can share as many documents/files as you like in one single proposal. You can customize your proposal to be however you want it to be.

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

I like the Paperless Proposal software the most regarding its ease of convenience when sending a lot of info to a prospect quickly.

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