Paperless Proposal Software

Client Point has been flexible with allowing us to add the fields we need.

Pros

Client Point..formerly Paperless Proposal has introduced a CRM add on to the proposal program. This makes it easy to add proposals directly from the CRM with out retyping everything. It also shows the calls, leads, and pipeline data as well as the deals closed. Very neat and easy to use.

Cons

I would like the cover page prompt to be the first item to fill out when doing the proposal because sometimes we forget to do it and the proposal goes out with out a cover page.

Pros

The ability to submit and track a proposal is easy and request are stored for further review or if you need to look back for reference.

Cons

Navigation was a bit confusing at first but once familiar with this product, ease of use was enhanced.

great tool for professionals

Pros

I love that my administrator and my boss can review the proposals before the final is sent to the customer

Cons

No cons about this product. i have not had a bad experience or used a better similar products or service.

Paperless proposals is a awesome program for creating proposals and sending them via email and than they returned signed by new client and a start date is created.

Pros

Paperless proposals lets me keep track of all my new leads I create and I could put in all my notes pertaining to each specific phone. Paperless allows you to create proposals for potential new clients and send them via email. Once the client receives proposal they could look it over and electronically sign it and send it back and done. No more bulky packets or having through all thasy

Cons

I think it would be that much better if after you entered your notes for a specific client you were able to set a reminder of date and time someone requests for you to reach out to them and follow up so that way you are not wearing out your welcome and they would probably appreciate it also.I dont have anything negative to say about it. It has little quirks that happen here and there but not to often and it fixes it self anyway

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

Pros

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.

Cons

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.

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

Pros

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

Cons

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

Using paperless is one of the best software programs to us for sales i recommend it for everyone who is in the same field. You can keep track of all your proposals and everyone is always involved and it holds so many proposals and you can add whatever section you want them to see inside the proposal and medium user friendly once you get the hang of it.

Pros

Paperless makes it so you dont have to deal with sending or faxing, or presenting paper proposals. It is all email based which makes it a lot easier to produce sales and promote business, safe for the environment and the trees. It lets however many people you want involved have access to any proposal anytime from any device rather if they are at work or not. everybody could do their part to keep the proposal up to date and add whatever they need to in real time.

Cons

Logging in from your cell or a unrecognized device it makes you always check your email for a verification pin every single time, kind of annoying, even after you have used that same device a million times to log in to paperless. Sometimes i search for a certain proposal that is in there and it wont let me find out I have to start my search over and un mark certain boxes to find it. it quite often has small little issues that support will take care of when you contact them through email.

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

Pros

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

Cons

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

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

Pros

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

Cons

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

Pros

The ability to open my laptop and send a proposal to my customer almost immediately. Unlike my competition, I can send my proposal before leaving the customers parking lot. Support (when needed) is always quick and easy.

Cons

Load time of web based software. Sometime it takes a few minutes to save a created page. This happens on a fairly regular basis.

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

Pros

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!!!!

Cons

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

Pros

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

Cons

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

Pros

Paperless is very easy to access. It gives several options for walking through each step to better help you navigate. It also helps track the amount of revenue from each client before or after they accept your proposal. The best and only way to track clients for current and future contracts.

Cons

Recently paperless updated to a nee version. At version just like any new program it was a little hard to navigate but in no time I was navigating through like there wasnt even an update.

Helps coordinate and keep track of all potential and new clients

Pros

Helps every employee keep track of detailed notes for potential business and everyone has access and receives emails at the same time so everyone is on the same page.

Cons

The new version takes some getting used to compared to the original version but once you get the hang of it it is very useful software i recommend it to everyone.

There are a ton of benefits to having this software especially if you are in sales and business development. I recommend it to everyone to use

Pros

I love this software it lets you leave up to date notes that can be shared with as many employees as you want it to share with so that everyone is kept up to date, has access and stays in the loop. If a client emails in all the employees attached receive it at the same time.

Cons

When searching for clients all ready in your list you have to keep the "unfiled" box unmarked before the right client will come up while searching. It kind of takes some time to get used to using the software and sometimes difficult to bring up specific client you are looking for. But once you learn it it is very cool.

Pros

I hate writing proposals. Absolutely hate it.

Paperless Proposal helps me craft new proposals in minutes, using templates and a file library that keeps all my content at hand.

The best part is I can easily share it with clients and then keep track of who's opened the document and who hasn't. This helps me follow up with them and understand what makes them buy or not.

Cons

I'd like to see improvements in the way you search for docs in the media library. Could be way simpler and faster.

Pros

I like that clients can sign proposals electronically, upload, and leave comments. I like the look and feel of the dashboard.

Cons

I do not like that it is not fully customizable. You cannot click on obvious fields for sorting, you cannot adjust system defaults and filters for viewing a page, you cannot get rid of duplicate contacts, you cannot duplicate a deal, there are too many steps to empty the trash, creating a template is not as easy as it should be, etc. Overall, takes a lot of steps to complete some of the most basic tasks.

Pros

The amount of info/value you can add to any proposal. Very customized. Training was very detailed and the ability to track when a customer has opened it up, viewed or left comments is very powerful.

Cons

Needs a few trial run before you completely get it. Would like to see a few sample bids that we can mess around with as well.

Pros

I love sending a link to my prospect and that they can navigate by section headings for their ease of use.

Cons

I am giving the benefit of the doubt, but my proposals look bad. The pagination and graphics get thrown out of alignment and I can't seem to override or correct in local edit.

Pros

What I most like about using paperless proposal is that we have all of our documents uploaded and filed so that it takes seconds to create a simple proposal.

Cons

What I least like about using paperless proposal is that it can be difficult to edit uploaded documents.