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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

The Outbooks Proposal Tool is specifically crafted for accounting and bookkeeping firms to enhance the efficiency of their proposal development and management procedures. This innovative tool facilitates the crafting of polished proposals that effectively showcase the firm’s brand identity. By automating engagement letter generation, it ensures that all communications are both compliant and uniform. The inclusion of integrated payment options simplifies the transaction process, allowing clients to conveniently settle their bills for services rendered. A standout characteristic of the Outbooks Proposal Tool is its commitment to consistent value-based pricing, which guarantees clients receive clear and equitable estimates. By utilizing the Outbooks Proposal Tool, accounting practices can significantly boost their operational efficiency, elevate the client experience, and uphold a high level of professionalism in every interaction with clients. Ultimately, this tool not only saves time but also fosters stronger client relationships by ensuring transparency and reliability.

Description

Streamline your proposal process by eliminating the tedious tasks of copy/pasting and searching for replacements across all new proposals for your clients and leads. Transform your proposal workflow with just a few clicks, reducing the time spent from hours to mere minutes, while impressing your clients with visually appealing proposals that set you apart from the competition. Enhance your sales presentations by incorporating videos and rich media directly into your proposal pages, creating a more engaging experience that is sure to leave a lasting impression. Avoid the hassle of tracking down payments after your proposal is accepted by enabling proposal payments, allowing you to collect initial payments instantly with a simple process for your clients: review, accept, pay, and you're all set! Effortlessly integrate with the tools you already use to manage your sales data, ensuring a smooth and efficient proposal workflow. Dynamically generate proposals from your CRM opportunities and seamlessly push proposal updates back into your CRM, providing greater visibility into all your ongoing deals and enhancing your overall sales strategy. Ultimately, this approach not only saves time but also boosts your productivity and increases your chances of closing deals successfully.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Capsule No 
Insightly No 
Pipedrive No 

Integrations

Capsule Yes 
Insightly Yes 
Pipedrive Yes 

Pricing Details

£30
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Outbooks

Founded

2011

Country

United Kingdom

Website

proposal.outbooks.com

Vendor Details

Company Name

Proposable

Founded

2009

Country

United States

Website

www.proposable.com

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository Yes 
Document Management No 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Alternatives

Alternatives

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