Create Impressive Business Proposals in Under 10 minutes

Proposal software that helps you win more business

Shorten Sales Cycle • Custom Quote Tools • Tracking Analytics

Create Impressive Business Proposals in Under 10 minutes

Proposal software that helps you win more business

Shorten Sales Cycle • Custom Quote Tools • Tracking Analytics

Paperless Proposal Screen Shots

CREATE PROPOSALS ONLINE

CLOUD CONTENT

PROPOSAL ANALYTICS

CRM INTEGRATION

CREATE

Paperless Proposal allows your sales team the ability to create powerful engaging custom proposals quickly and efficiently by ensuring that they’re always working with the latest and most accurate proposal content and assets. Create all your proposals, templates, price quotes and ebrochures in one centralized library repository and pull and push information directly into your proposals or eBrochures from your CRM.

CREATE

Paperless Proposal allows your sales team the ability to create powerful engaging custom proposals quickly and efficiently by ensuring that they’re always working with the latest and most accurate proposal content and assets. Create all your proposals, templates, price quotes and ebrochures in one centralized library repository and pull and push information directly into your proposals or eBrochures from your CRM.

SEND

Differentiate your business and include all your office files, videos, templates, pricing quotes and ebrochures in one viewer. It’s an easy and engaging way to send all your content in one link online and viewable on all devices.

SEND

Differentiate your business and include all your office files, videos, templates, pricing quotes and ebrochures in one viewer. It’s an easy and engaging way to send all your content in one link online and viewable on all devices.

MANAGE

Ensure that every step of your proposal process is pain free, optimized, and as transparent as possible from creation to close. Know where the proposal is in the lifecycle process with unsent, sent, viewed, signed and downloaded proposals updated automatically based on prospect actions.

MANAGE

Ensure that every step of your proposal process is pain free, optimized, and as transparent as possible from creation to close. Know where the proposal is in the lifecycle process with unsent, sent, viewed, signed and downloaded proposals updated automatically based on prospect actions.

TRACK

Track how clients and prospects interact with your proposals. With real time analytics and notifications you can stay connected and engaged knowing exactly what each person looked at, for how long and in the order it was viewed. Track if it was shared with or forwarded to a decision maker or competitor. Very powerful analytics to help shorten the sales cycle and customer close rates.

TRACK

Track how clients and prospects interact with your proposals. With real time analytics and notifications you can stay connected and engaged knowing exactly what each person looked at, for how long and in the order it was viewed. Track if it was shared with or forwarded to a decision maker or competitor. Very powerful analytics to help shorten the sales cycle and customer close rates.

MULTIMEDIA

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 an engaging experience to capture your audience’s attention and get your message across.

MULTIMEDIA

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 an engaging experience to capture your audience’s attention and get your message across.

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

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, Microsft 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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