#1 cloud-based proposal generation software.
Shorten the sales cycle and customer close rates with predictive insights and analytics.
OVER $1 BILLION IN PROPOSALS WON USING PAPERLESS PROPOSAL
HOW MUCH MONEY WILL YOU SAVE WITH PAPERLESS PROPOSAL?
Enter the number of proposals your team sends out per month.
If your team sends a single quote or proposal, Paperless Proposal will have paid for itself.
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.”
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
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.
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.
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.
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.
SEE US AT THE FOLLOWING UPCOMING EVENTS