Paperless Proposal Software


 

Paperless Proposal is a cloud-based proposal generation and sales solution that allows users to create, send, manage and track proposals, contracts, brochures and more. It’s suitable for sales and marketing teams in businesses of all sizes. Key features include proposal creation, tracking and analytics tools and customized branding.

Paperless Proposal enables users to create custom proposals with the help of proposal templates, brochures and price quotes from a centralized library. Users can attach various content types including text files, videos, brochures and pricing quotes and share them with clients. Users can check the status of all proposals, including sent, unsent, viewed and downloaded, from the dashboard.

Real-time analytics provide information on total engagement status, activity logs and viewed and shared items. The e-signature feature allows proposals to be completely processed online from start to close.

Paperless Proposal offers integration with Salesforce, Microsoft Dynamics, NetSuite, Sertify, RightSignature and DocuSign.

 

Paperless Proposal - Analytics
 
  • Paperless Proposal - Analytics
    Analytics
  • Paperless Proposal - Cost-analysis tool
    Cost-analysis tool
  • Paperless Proposal - Dashboard
    Dashboard
  • Paperless Proposal - Electronically sign proposals
    Electronically sign proposals
  • Paperless Proposal - Sales-proposal pipeline
    Sales-proposal pipeline
  • Paperless Proposal - Real-time sales reporting
    Real-time sales reporting
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

121 Reviews of Paperless Proposal

Showing 1-20 of 121

 

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Jamison from Lincoln Property Company

July 2017

July 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
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Pros

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

Cons

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

Source: Capterra
 

Michele from All Seasons Cleaning

July 2017

July 2017

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

Ease-of-use

Functionality

Product Quality

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Value for Money

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Pros

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

Cons

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

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

Source: Capterra
 

Rachel from Imperial Commercial Cleaning
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2017

July 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

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Support

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

Pros

The ability to quickly create and track proposals, save documents review and update. I also think being able to see if the customer has viewed the proposal is a great feature!

Cons

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

Source: Capterra
 

Maria from Principal
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

July 2017

July 2017

Easy to use!

Ease-of-use

Functionality

Product Quality

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Value for Money

Ease-of-use
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Quality
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Support

Able to send quickly information to potential candidates

Pros

User friendly
Good recruiting tool
Easy functions for user and recipient
Efficient tracking of candidate information

Cons

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

Source: Capterra
 

Haley from Master Klean
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

July 2017

July 2017

Efficient

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
Value for Money
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Pros

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

Source: Capterra
 

Carol from Cypress Creek Pest Control, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

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

Ease-of-use

Functionality

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Customer Support

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Ease-of-use
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Support

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

Pros

The ramp up is very quick. The software is amazingly easy to use. The customer support is extremely quick and accurate. They are also helpful and willing to modify certain aspects with no problems. I can't say enough good things about the customer support.

Source: Capterra
 

Rya from Securitas USA
Number of employees: 10,000+ employees Employees number: 10,000+ employees

July 2017

July 2017

What a lifesaver!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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Support

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

Pros

I love that we can upload all our files into the system and use as we go along. I especially like how helpful the paperless team is when it comes to helping us create custom merge docs to use within our library.

Cons

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

Source: Capterra
 

Sandra from Nth Degree

July 2017

July 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
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Support
Pros

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

Cons

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

Source: Capterra
 

James from Vortex-Intl
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2017

July 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Functionality
Functionality
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Quality
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Pros

Ease of use for my customers. The shareability: that they can share with other people makes it easy to get the proposal into the correct peoples hands.

Cons

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

Source: Capterra
 

Alana from Servus Ltd

June 2017

June 2017

Great software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

This software is very easy to use and has simplified the proposal drafting process. It is very easy to insert additional pages into the document and preview before sending. Finally, it is also very easy to verify and review your win loss rate. Excellent software

Cons

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

Source: Capterra
 

Dylan from Stratus Building Solutions
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

June 2017

June 2017

Very user friendly with a massive number of features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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My average monthly sales have doubled with Paperless insight

Pros

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

Cons

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

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

Source: Capterra
 

Brian from Dematic

June 2017

June 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
Value for Money
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Pros

Because of how the data is gathered and put into a spreadsheet, it lessens time to create proposals.

Cons

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

Source: Capterra
 

Steve from Image One Facility Solutions
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Great user interface and customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Pros

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

Cons

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

Source: Capterra
 

Reahanna from Champion National Security

June 2017

June 2017

Great communication and organizational team to help develop project.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

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

Cons

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

Source: Capterra
 

Stephen from Nature Research
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

June 2017

June 2017

does what it says on the tin

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

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

Source: Capterra
 

Owen from IBS Direct

June 2017

June 2017

Took our new client presentations to a new level

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

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

Cons

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

Source: Capterra
 

Zack from Guardian Alarm Systems
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Simple and Easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
Value for Money
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Support

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

Pros

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

Cons

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

Source: Capterra
 

Charlotte from Vonachen Services Inc.

June 2017

June 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

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

Cons

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

Source: Capterra
 

Danielle from Dematic inc

June 2017

June 2017

Feature Heavy and easy Proposal Generation

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
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Pros

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

Cons

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

Source: Capterra
 

Ryan from Marsden Northwest
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

June 2017

June 2017

easy to upload customized documents for proposals

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

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

Cons

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

Source: Capterra
 
 
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