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.
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.
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.
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.
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.
WHO USES PAPERLESS PROPOSAL?
• Product info and proposals Pipeline reports
• Tracking analytics
• Files in one centralized library
• eSignature for faster approval
• Engaging pitch decks
• Dynamic presentations
• Track investor interests
• Make your materials stand out
• Differentiate yourself from the competition
• Understand your clients interests
• Integrates with your CRM and ERP
• Organize and collaborate
• 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…”
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.”
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