Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
With a beautiful interface, you can create an unforgettable experience for your clients. Manage client requests, send briefs, proposals, and get client signature-off. Integrate all the apps you use into the same interface. No more app switching. All your smart documents are accessible through a single interface. All your client content requests, briefs and proposals, SoWs, status updates, sign-off requests, and so on, can be kept in one place. Each document can contain action items. A summary of all the tasks your client must complete will be displayed to them. Help them to deliver on time. Allow your client to access the apps you already use. Figma prototypes, Airtable bases and Trello boards are all possible. You can also add client testimonials to your case studies and reuse them in any Proposal.
API Access
Has API
No
API Access
Has API
No
Integrations
Airtable
No
Canva
No
Dropbox
No
Figma
No
Google Drive
No
Trello
No
Integrations
Airtable
Yes
Canva
Yes
Dropbox
Yes
Figma
Yes
Google Drive
Yes
Trello
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$9 per month
Billed monthly or annually
Free Trial
No
Free Version
Yes
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
SuperOkay
Country
United Kingdom
Website
superokay.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
Dashboard
Annotations
No
Data Source Integrations
No
Functions / Calculations
No
Interactive
No
KPIs
No
OLAP
No
Private Dashboards
Yes
Public Dashboards
Yes
Scorecards
No
Themes
No
Visual Analytics
No
Widgets
No
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
No
Document Archiving
Yes
Document Assembly
Yes
Document Capture
Yes
Document Conversion
No
Document Delivery
Yes
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
File Sharing
Audit Trail
No
Chat / Messaging
No
Collaboration
Yes
Document Management
Yes
Drag & Drop
No
Electronic Signature
No
Encryption
No
File Synchronization
No
Search
No
User Management
Yes
Version Control
No
Workflow Management
No