Proposable FeaturesSupercharge your sales proposals and gain fresh insight into your sales process.
Drag & Drop Builder
With simple drag & drop proposal blocks and a catalog of Free Proposal Templates to get you started, Proposable makes it dead-simple to create and edit your sales documents. Ditch “find-&-replace with custom merge tags that instantly customize your proposals with customer and opportunity data for lightning-fast proposal creation and delivery.
Collaborate on Proposals
Easily collaborate with teammates on proposals with internal comments. Mention team members to bring them into a proposal, or re-assign ownership when you need to handoff the proposal to another teammate or department.
Close the faster with integrated e-Signature workflow. Place signatures, initials, and text field elements throughout your proposal wherever you need prospects to take action and your prospect is guided through a quick acceptance workflow to complete their acceptance. Counter-signing support is also included. Learn more about E-Signing.
Set the amount you want to collect on each proposal, and your customer is immediately prompted to pay after they accept your proposal. No more chasing down that initial payment – just turn it on and get paid right away. Learn more about proposal payments.
Quickly build quotes, bids, and estimates with our flexible estimate block. With optional line-items, optional quantities, taxes, discounts and more, you can quickly represent your products and services in a polished and readable format. Organize all your products and services in the Pricing Catalog for instant recall. Estimates support most foreign currencies. Learn more about estimates.
Proposal Activity Stream
Monitor all proposal activity across all departments and team members with the proposals dashboard. See all prospect activity in real-time as they view and interact with your sales content. This is mission-control for sales managers!
Always know that approved proposals are going out to customers with the manager approval feature. Decide which team members and which proposals need approval and further simplify your proposal process.
Sales Content Library
Easily organize and distribute all your sales content from inside a content library. Store proposal templates, individual proposal sections, and estimate line-items in one central repository to easily share with sales departments or individual team members.
De-mystify what’s happening with every proposal your team delivers. See detailed analytics on each proposal to gauge how each recipient is interacting with your sales material. Find out what proposal sections are engaging your customers and which ones they skip over.
Never wonder again what is happening with all your delivered sales content. Turn on email and text (SMS) notifications for various prospect actions, like proposal views, comments, downloads, and more.