Create Impressive Proposals in Under 10 minutes.
Proposal software that helps you win more business.
Shorten the Sales Cycle with Custom Quote Tools and Tracking Analytics.

CLOUD CONTENT

PROPOSAL ANALYTICS

CRM INTEGRATION

CREATE PAPERLESS PROPOSALS

Paperless Proposal is a cloud based proposal presentation and tracking software for Sales, Management and Marketing. Paperless Proposal allows your business to produce a high volume of personalized sales proposals quickly and efficiently by integrating information your CRM system directly into your proposals!

TRACK PROPOSAL ANALYTICS

Your proposal may be reviewed by multiple people before you close the sale. With Paperless Proposal, you will know exactly what each person cares most about by looking at tracking analytics. Tracking analytics show when each person in the prospect’s company viewed your proposal, what they looked at, and how long they looked at it for. If someone focuses on your training for example you know to follow up with them and stress how you excel at that. If someone else only focused on pricing you will be able to come up with a strategy for that as well.

Paperless Proposal Analytics

CREATE MULTIMEDIA PROPOSALS

Use video directly in your proposal as a memorable way to illustrate your company’s capabilities and personally explain differentiators and competitive advantages thus giving a 3 dimensional approach to capture your audience’s attention and get your message across.

MANAGE YOUR PIPELINE

Ensure that every step of your proposal process is as pain free, optimized, and transparent as possible from creation to close. At Paperless Proposal we specialize in helping you do this. See exactly what bids your sales reps have out on the street and stay informed with real-time updates. Know where the proposal is in the lifecycle process with Unsent, Sent, Viewed, Signed proposals updated automatically based on prospect actions.

Paperless Proposal Analytics

GENERATE REAL-TIME SALES REPORTS

GAIN VALUABLE INSIGHT AFTER YOUR PROPOSALS ARE SENT

At a glance on the manage screen you can see exactly which proposal have been sent, viewed, or approved.  If you are using PDF files for your proposals right now you lose all insight as soon as your rep hits send. Paperless Proposal updates sales reports based on prospect actions, so when a prospect is sent a proposal, views a proposal or approves a proposal the pipeline report is updated.

68% increase in sales using Paperless Proposal
Paperless Proposal Reporting

INTEGRATE WITH YOUR CRM

Paperless Proposal makes it easy to send proposals using your CRM, automatically logging all proposal activity back into the CRM. Access your CRM based Client Information and Contacts Seemlessly from Your CRM When a rep uses CRM integration with Paperless Proposal they simply select the opportunity in the CRM from Paperless Proposal

  • The company, opportunity, and contacts are pulled into the proposal
  • The proposal documents can then be customized with the information

Know when your proposals have been sent, viewed, and accepted from within your CRM as Paperless Proposal Integrates seamlessly with SalesForce CRM, and NetSuite CRM.

Paperless Proposal Salesforce integration

Paperless Proposal NetSuite Integration
Paperless Proposal RIght Signature Partner
Paperless Proposal NetSuite Integration

CaterEase crm

WHO USES PAPERLESS PROPOSAL?

 

SALES TEAMS

• Product info and proposals Pipeline reports
• Tracking analytics
• Files in one centralized library
• eSignature for faster approval

 

STARTUPS

• Engaging pitch decks
• Dynamic presentations
• Track investor interests
• Make your materials stand out

 

BUSINESS DEVELOPMENT

• Differentiate yourself from the competition
• Understand your clients interests
• Integrates with your CRM and ERP
• Organize and collaborate

 

MARKETING

• Add collateral and white papers
• Quickly send eBrochures
• Add multi-media videos and recorded messages
• Mobile friendly and responsive

 

Check out what our clients are saying about us

Very user friendly and great customer service

“This is a very user friendly product and very customizable. In fact, we were told that our company does things that were never thought of by the developers. Whenever we think of something new to add, they review how that would benefit just our company, or all of their clients, and then they implement accordingly. The customer service is quick and thorough, with follow up to verify your…”

Read the full Paperless Proposal review

Steve Conn

Director of Operations, Image One Facility Solutions

Paperless Proposal provides for real time collaboration and effective organization.

“Collaborative nature for distributed teams; ability to store and share latest versions of files; organizational abilities of system; ability to “hide” private docs; ability for clients to e-sign.”

Read the full Paperless Proposal review

Aubrae Wagner

Chief Operations Officer, Enveritas Group

500% decrease in time spent creating proposals by using Paperless Proposal
150% increase proposal opportunities with Paperless Proposal

Capterra Reviews

Read Paperless Proposal reviews on G2 Crowd

Contact Us Today For Better Proposals Tomorrow!

If you are interested and would like to learn more, send us an inquiry and we will get back to you as soon as we can!

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