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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Proposeful serves as an ideal platform for dispatching proposals and contracts, enabling you to monitor client engagement and expedite sales through electronic signatures. It is an excellent tool for crafting visually appealing proposals that can be shared swiftly with potential clients. With this software, you'll gain insights into when your proposals are accessed and the time spent on specific sections. Clients can conveniently accept proposals with just a few clicks, streamlining the approval process. By integrating Proposeful with your CRM and numerous other applications, you can automate your proposal management efficiently. You can invite an unlimited number of users to collaborate within your account, allowing them to utilize proposal templates for seamless deal closures. The system allows you to categorize and search proposals using tags while providing visibility on their performance metrics. Additionally, the analytics feature offers valuable insights into client interactions with your proposals, tracking every access point and duration spent on each proposal section. All templates available on Proposeful are fully customizable to suit your needs, ensuring you can tailor your outreach. This flexibility enables businesses to maintain a professional appearance while adapting to various client preferences.

Description

Propovo is an online platform designed for agencies, consultants, freelancers, and sales teams to streamline their proposal and sales processes. It empowers users to convert notes from clients, meeting transcripts, and relevant business information into customizable proposals, contracts, statements of work, and quotes. With a user-friendly visual editor, it allows for the use of reusable templates, branding elements, and service pricing options, while branded client rooms facilitate document sharing, electronic signature collection, and tracking of engagement activities. The interconnected nature of contacts, deals, proposals, and client rooms within a sales pipeline enables teams to efficiently oversee opportunities from the first point of contact to the final delivery of documents. Additionally, Propovo Copilot aids in crafting client communications for user review, enhancing overall productivity. The service seamlessly integrates with CRM systems, calendars, email, and various workflow tools, also supporting webhook-based automation for optimized processes. Accessible via web browsers, it fosters collaboration with clients and effective management of sales-related documents, ensuring a comprehensive solution for sales teams.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Calendly No 
ClickUp No 
Fathom No 
Fireflies.ai No 
Gmail No 
Google Drive No 
HubSpot CRM No 
Make No 
Microsoft Outlook No 
Pipedrive No 
Salesforce No 
Slack No 
Zapier No 
Zoho CRM No 
n8n No 

Integrations

Calendly Yes 
ClickUp Yes 
Fathom Yes 
Fireflies.ai Yes 
Gmail Yes 
Google Drive Yes 
HubSpot CRM Yes 
Make Yes 
Microsoft Outlook Yes 
Pipedrive Yes 
Salesforce Yes 
Slack Yes 
Zapier Yes 
Zoho CRM Yes 
n8n Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29/seat/month
Eligible first-time paid customers choosing monthly billing pay $29/seat/month until cancellation under the early-bird offer. Yearly billing is $288/seat/year. Prices are in USD before applicable taxes. Each seat adds 2,000 AI credits per month to a shared team pool. Clients and proposal recipients can view, comment and sign without paid seats. The 14-day trial includes 250 AI credits, requires no payment card and does not charge automatically.
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Proposeful

Founded

2016

Country

Brazil

Website

proposeful.com

Vendor Details

Company Name

Propovo

Country

United States

Website

propovo.com

Product Features

Proposal Management

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

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 

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