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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Create tailored, professional proposals on any device in mere seconds, whether you’re at the job site or elsewhere. You can send the bid immediately or save it to your account for later access. Pro-Posal conveniently generates an automatic reminder after seven days to follow up, which will display on your dashboard calendar. Utilize Pro-Posal to enhance communication with your clients effectively. Simply log into the program through our website to access your dashboard. Prefer not to handle the account setup yourself? No worries! Just send us an email, and Jessica will create your account at no cost. Additionally, keep important contact information stored within Pro-Posal to streamline follow-ups for future services. This ensures you never miss an opportunity to reconnect with your clients.

Description

The seProposals pricing tool assists your sales personnel in generating quotes efficiently. Only users with the proper authorization have the ability to modify prices, alleviating concerns over unauthorized discounts or pricing mistakes. You can conveniently find essential materials like cover letters, case studies, and images within the asset library. This ensures that your sales representatives always have access to up-to-date, approved content for proposals, even if they are newcomers to the team. Additionally, seProposals features seamless line-item integration with most prominent CRM platforms, allowing you to harness the full capabilities of your CRM, enhance sales productivity, and minimize errors caused by unnecessary duplicate data entry. We tailor our templates to align with your brand and design requirements, ensuring that every proposal maintains your corporate identity, regardless of who drafts it. As a result, your proposals not only look professional but also save valuable sales time by eliminating the need for formatting. Moreover, this streamlined process enables your team to focus more on closing deals rather than on administrative tasks.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Constant Contact Lead Gen & CRM No 
QuickBooks Online No 
Salesforce No 
Zoho CRM No 

Integrations

Constant Contact Lead Gen & CRM Yes 
QuickBooks Online Yes 
Salesforce Yes 
Zoho CRM Yes 

Pricing Details

$30 per month
Free Trial No 
Free Version No 

Pricing Details

$85 per user per month
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Pro-Posal

Website

www.CloseTheJob.com

Vendor Details

Company Name

salesElement

Founded

2004

Country

United States

Website

www.saleselement.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 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 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management No 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management 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 

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