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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Proposa transforms the journey from prospect to customer through an intuitive interface that accelerates your workflow, allowing you to create proposals three times faster than before. With intelligent insights that surpass those of traditional applications, you'll find yourself closing deals more effectively. Although the canvas starts as a blank slate, it will quickly fill with your ideas. The design of Proposa is both elegant and user-friendly, ensuring you can focus solely on what is essential. With five versatile building blocks, Proposa opens the door to endless creative possibilities, enabling you to easily incorporate text, multimedia, tables, lists, or slideshows. There's no need to waste time replicating what has already been established; Proposa features a smart templating system that simplifies the process of utilizing and reusing content from your own library. You don't need to possess graphic design skills to craft visually captivating proposals, as Proposa takes care of the design intricacies for you. Just add and arrange your content, and you'll be delighted with the outcomes, just like your prospects will be. Additionally, stay informed about your proposals’ status with real-time notifications that alert you when your prospects view your submissions, ensuring you never miss a moment to engage. This functionality helps you maintain a competitive edge in your outreach efforts.

Description

Create your pricing and statement of work in just one straightforward step. With the ScopeStack platform, you can effortlessly select features from various technology categories, streamlining the scoping process considerably. Say goodbye to spending endless hours in front of your computer wrestling with word templates and correcting grammar. As you select features and functions, the ScopeStack platform automatically generates the scope for you. Additionally, you can visually assess the profitability of your projects and leverage essential business metrics for automatic project approval, making the entire process even more efficient and insightful.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM No 
HubSpot Customer Platform No 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 

Pricing Details

$25 per month
Free Trial Yes 
Free Version No 

Pricing Details

$500 per month
Free Trial Yes 
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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Proposa

Founded

2017

Country

United States

Website

getproposa.com

Vendor Details

Company Name

ScopeStack

Founded

2017

Country

United States

Website

scopestack.io

Product Features

Proposal Management

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

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling No 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Document Generation

Batch Processing Yes 
Collaboration No 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

IT Project Management

Bug Tracking No 
Issue Management No 
Milestone Tracking No 
Percent-Complete Tracking No 
Portfolio Management No 
Prioritization No 
Product Roadmapping No 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Supports Agile No 
Supports Scrum No 
Task Management Yes 
Testing / QA Management No 
Time & Expense Tracking Yes 

IT Service

Contract Management No 
IT Asset Management No 
Incident Management No 
Knowledge Management No 
Release Management No 
Self Service Portal No 
Service Catalog Yes 
Service Reporting Yes 
Ticket Management No 

Job Costing

Bills of Material No 
Budgeting & Forecasting Yes 
Change Orders Yes 
Cost-to-Completion Tracking No 
Invoice Management No 
Overrun Reporting No 
Percent-Complete Tracking No 
Production Cost Tracking No 
Purchase Order Management No 
Quotes / Estimates Yes 
Time Tracking No 
Work Order Management Yes 

Proposal Management

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

RFP

Bid Management No 
Collaboration Yes 
Content Management Yes 
Data Import / Export Yes 
Due Date Tracking No 
Knowledge Library Yes 
Progress Tracking Yes 
RFP Creation Yes 
RFP Responding Yes 
Requirements Management Yes 
Task Management Yes 
Templates Yes 
Vendor Management No 

Sales Enablement

Collaboration Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management Yes 
Territory Management No 
Training Management No 

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