All Proposable Reviews
1-25 of 115 Reviews
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Anthony
Verified reviewer
Design, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2019
Extremely useful software
Overall, the software has been very good with only a few minor things that we did not like. Once you really get using it, it gets better and better because you build a nice library of re-usable content. Also, the support from their team has been top notch. Every email is answered in a day or less... usually a few hours.... or minutes.
PROSI have used two other proposal systems before this one and both were very frustrating to use. Proposable was easier to use and had more features than the others at very near the same price. We have now been using it for years with our sales team and it has become a staple of our business software stack and baked into our daily processes.
CONSThe content editor is still difficult to use. Technically, this is sometimes called a WYSIWYG or WhatYouSeeIsWhatYouGet editor. It is the form element that let's you stylize text and create bullet point lists, etc. The content editor in this system is pretty darn frustrating to use if you want to do anything other than very simple text formatting. Even bullet points don't always look right. For us, this is less of an issue because we have in-house coding teams. So we can make things look great in our proposals using CSS code rather than trying to struggle with the WYSIWYG editor.
Clay
Verified reviewer
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
4
Reviewed March 2019
Great tool for digital business owners!
Very easy to save templates and bust out quick proposals for fast turn-around. This has helped up speed up the sales process. And it looks very professional.
PROSYou can see when and how long the recipient has viewed the proposal. If they have questions, they can leave comments/questions right in the proposal. It makes everything easy to look very professional on. This has saved me so much time and has sped up our normally long sales process.
CONSI would love to get notifications when someone is viewing the proposal I sent to them, or if they have left a comment. I usually have to manually review this and it can easily be missed or time-consuming. The interface and UI could definitely be more robust, and the creation of proposals from templates can be confusing sometimes. There are definitely ways to streamline this and make it easier to do.
Vendor Response
Thanks for the review Clay!
Replied March 2019
Wes
Computer Software, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2018
Once you know all the 'quirks' Proposable is reasonably serviceable.
A centralized repository of all of our quotes. Very attractive proposals.
PROSThe Proposable support team (and especially Gabe) is the best. They have always been very responsive.
CONSIn 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.
Anonymous
11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed March 2019
Great Baseline Proposal Software for Small Teams
Our agency used to write all proposals in Microsoft Word from scratch and didn't track how many dollars were "out there". Proposable allows us to centralize all proposals for team coverage and better-hold ourselves accountable for open contracts.
PROSCentralizes our proposals and provides simple tracking for views/downloads/signatures. Templates and sections allow for easy formatting of more boilerplate proposals.
CONSLearning curve can be steep for some as library elements can be confusing to the uninitiated. Would like to be able to adjust margins and add branding to header/footer regions. Would also like for monthly recurring charges to appear in the proposal's total in the tracking dashboard
Vendor Response
Thanks for the review!
Replied March 2019
Anonymous
51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed May 2018
Proposable has made sending out agreements a sinch and really sped up the process for our sales team
Ease of use. Quick to edit and modify if needed
PROSThe 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.
CONSThey 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
Anonymous
51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed September 2018
Have not found anything better, great produt
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!
CONSA 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.
Anonymous
11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed September 2018
Many improvements from the beginning
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.
PROSI like that you can drag and drop images easily as well as attachments.
CONSWe 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".
Anonymous
51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed December 2018
Our customers ask about our proposals all the time!
I would recommend proposable to anyone that is looking for a easy to use online system. You can get implemented quickly and your customers will love it!
PROSThe customer experience for our customers is top notch. They love how easy it is to click the link review and accept all online. We have had a ton of our clients buy proposable after going though our sales cycle.
CONSThere are some things that are limited but they do a good job of adding features as a newer software company.
Vendor Response
Thanks for the great review!
Replied December 2018
Anonymous
11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2018
We have a small user base at SAAS company working in live entertainment. Proposable is great.
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.
CONSBuilding your template is more akin to working in Wordpress than Microsoft Word. it is cumbersome at times.
Anonymous
51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
5
Reviewed May 2018
Love proposable
Clean proposals to clients. Tracking when proposals are opened and accepted. Easy transition to billing page, connectivity to CRM help us capture payment.
PROSI love how clean the interface looks, especially for the client. Text message updates when a proposal is viewed or accepted is life changing.
CONSAlthough 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.
Vendor Response
Awesome - Thanks for the great review!
Replied May 2018
Heidi
Construction, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2019
Creating a proposal.
As a company we generate estimates constantly. Proposable stream lines the process.
PROSProposable is easy to use. The layout of the proposal is clean and organized and very professional looking. Overall using proposable is fairly easy and customer support is good.
CONSThere are times will the body of the proposal will be cut off or dropped down in the box below. I haven;t figured out how to fix it.
Vendor Response
Thanks Heidi for the great review!
Replied March 2019
Taylor
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2018
Best proposal software ever!!!
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.
CONSIt 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
Awesome - Thanks for the great review Taylor!
Replied July 2018
Leigh
Leisure, Travel & Tourism, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2019
Proposable has helped to increase sales!
It helps you create visually appealing information to share with clients and colleagues
CONSThere is a learning curve when you first start using the software and there have been a few bugs here and there but they are quick to answer any questions or concerns we have
Lisa
Computer Software, 5,001-10,000 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2019
Quotes never looked better!
Very good because the company is responsive to feature requests for improvements.
PROSThe modern look and feel of the proposals was a great upgrade for us.
CONSThe estimate needs to be enhanced to allow for unit (x) quantity = monthly rate (x) number of months = total. As it is now, some of the calculations are manual (you have to start with monthly rate) and subject to errors.
Vendor Response
Thanks for the review Lisa and also for the feedback!
Replied March 2019
Dan
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed May 2018
Easy to use templates and electronic signature software.
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.
CONSCould 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.
Marilyn
Market Research, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed March 2019
Good.
It is convenient, saves time, and is tidy. I don't have to reinvent the wheel for every SOW.
PROSOnce you get the feel of the software, it is consistent and easy to use. I love the e-signatures. I like that my clients can unclick options they do not want. Overall good and functional software.
CONSSometimes I want to add a piece or change something and it is a little tricky. I like the framework, but sometimes it is unflexable - however - that could be user ignorance and not the software.
Javier
Program Development, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed September 2018
Usage feedback
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.
PROSon-line, stores templates, contact list import/export. Analytics and read receipt notification. Proposal aging, duplicates/copy quote , status change.
CONSThere 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
Austin
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2018
I get asked weekly who we are using for our proposals/contracts. Proposable for the win.
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.
CONSI 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.
Anonymous
Used weekly for less than 12 months
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed May 2018
Does what it advertises to do, albeit sometimes difficult to use the library and formatting
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.
PROSGenerates 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.
CONSCreating 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.
Chad
Verified reviewer
Entertainment, 2-10 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
FUNCTIONALITY
4
Reviewed March 2021
Keeping everyone on the same page!
Easy to create tailor made packages and exceptionally easy to send/track. I enjoyed the templates offered. Very easy to get started and going. They offer a free trial- if it keeps going like this I could see us using this fulltime.
PROSProposable allows our team to keep better track of your outgoing potential connections. With a screen called "dashboard" it allows you to view accepted, in progress and declined proposals as well as total views your proposals may have gotten. Wish well worded/structured templates it helps people like us. With the tools on your belt we will be able to succeed in business. There is some videos on youtube that are very informative- incase you're like us and you're new to creating proposals. Very friendly -easy on the eyes heads up display/ layout.
CONSHonestly not much to be said here. I'll always say yes to more information and tutorials around business but thats mostly because we are a new operation. Seems a little over whelming at first.
George
Verified reviewer
Used weekly for more than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed May 2018
We use the tool a few times a month for client proposals
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
CONSHorrible mobile experience , may leave because of this issue, difficult to setup advanced pricing and totaling of estimates.
Anonymous
1 employee
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2019
Proposable Review
allows you to make a high quality, professional proposal fast. save time.
PROSSaves Time. Clears high quality document Can add video and images to Proposable Use tags to update Easily edit and combine parts. Customise url Notification on what is read and when it is read.
CONSDoes not have integration with Zoho Crm Cannot create multiple intro letter templates. Each Proposable may need different opening letter
Erik
Computer Software, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2019
We Love Proposable
Proposable is laid out in a great way which makes it really easy to learn. Between proposal templates and the ability to duplicate proposals, it is really easy to quickly create, edit, and send out a proposal to our potential customers. We also really like how we can see who viewed the proposal and when, so we know how to best tailor our follow up messaging. Their support team has always been super helpful in helping us resolve issues.
CONSThere's no cons that I can think of about this software, it does what we need it to do.
Jason
Verified reviewer
Marketing and Advertising, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed March 2019
Good End Product
I've used it for years. Its ok.
PROSThe final deliverable and associated tracking are great.
CONSThe process of creating a template would be easier to do in photoshop because the formatting tool are rough.
Anthony
Online Media, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2018
Proposable review
Great! Easy to use.
PROSEasy to use and handle. Very friendly tool.
CONSThat every time you want to access an accepted proposal you have to go back and start over instead of just clicking back.