Proposeful is the perfect business proposal software for writing, sending and managing business proposals and quotes.
Proposeful offers the most powerful proposal editor on the market, which lets you design and write beautiful proposals even if you're not a designer. Every visit to your proposals are tracked so you can see how long clients spend on each part of your document.
Your clients can accept your proposals digitally in seconds using only an email address. Proposeful is also a powerful business proposal automation software that lets you create proposals automatically with data from your CRM and thousands of other tools.
About QuoteWerks
QuoteWerks is a non-industry specific quoting and proposal application enabling companies of all sizes to quickly and efficiently create detailed, professional quotes and proposals.
Our seamless integrations to the most popular CRMs (such as ACT!, Autotask, ConnectWise, Salesforce, MS CRM, Outlook and more), complete integrations to QuickBooks and Sage 50, and our IT Distributor links (including Tech Data, Ingram Micro, Synnex, D&H, Comstor, Scansource and more) provides our users with a stable and dynamic solution to streamline their sales process.
Features
API
Audience Targeting
Contact Management
Contact Sharing
Conversion Tracking
Customer Management
Data Export
Data Import
Email Integration
Expense Tracking
External Integrations
Inventory Tracking
Lead Management
Lead Scoring
Multi-Currency
Multi-User
Notifications
Project Management
Supplier Management
Features
API
Audience Targeting
Contact Management
Contact Sharing
Conversion Tracking
Customer Management
Data Export
Data Import
Email Integration
Expense Tracking
External Integrations
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-Currency
Multi-User
Notifications
Supplier Management
Pricing
Sales Motivator
Order management
Summary
Send online business proposals that can be accepted digitally
See client activity on proposals
Automate your proposals with data and activity from your CRM
Unlimited Users and Integrations on all Plans
Pay as You Go Flexible Pricing
Summary
Create professional sales quotes and proposals in minutes
Integrate with current systems to ensure accurate forecasts
Streamline your sales process
Track customer interactions on each sales document
Review progress through dashboard
Order directly through IT Distributors
Affordable solution for any size business in any industry
Pricing
Starter
$19.00
Per month to send 10 proposals. $1 for additional proposals in the month.
Included in plan:
Unlimited Users
All Integrations
All Features
Pricing
Standard Edition
$20.00
1 user(s) / month
Included in plan:
Base package
Includes most links to CRMs
Professional Edition
$27.00
1 user(s) / month
Included in plan:
Includes features of Standard Edition and also Accounting Integrations
Includes Dashboard
Corporate Edition
$40.00
1 user(s) / month
Included in plan:
Includes all features of Standard and Professional
Includes advanced integrations (Autotask, ConnectWise, MS Dynamics)
FAQs
Who are the main user groups of this service?
Consulting business, marketing agencies and consultants, I.T. and development service providers, financial service providers, accountants, law firms and several other service providers.
Does this service offer multi-user capability (e.g. teams)?
All Proposeful plans allow for unlimited users, collaborating on documents and sharing proposal templates with your team.
What is this service generally used for?
Designing and writing beautiful proposals;
Getting proposals accepted digitally;
Automating proposal creation with CRM integrations;
Does this service offer guides, tutorials and or customer support?
Yes, Proposeful has a very complete knowledge base with several tutorials and offers timely support by email.
Does this service integrate with any other apps?
Proposeful has an API and integrates with Zapier and several CRMs and other applications.
What are some applications this service is commonly used in tandem with?
Proposeful allows proposal automation when connected to a CRM like Hubspot CRM, Pipedrive or Salesforce.
Users can create, customize and send proposals automatically when a deal on a CRM reaches a certain stage. They can also update their CRMs and other tools with data from visits to proposals and when proposals get accepted.
Does this service offer an API?
Yes.
What platforms does this service support?
Proposeful is available on all devices as a web application. Proposals can be downloaded as PDF.
FAQs
Does this service integrate with any other apps?
Yes, QuoteWerks integrates with over 12 different CRM and PSA applications (such as salesforce.com, Autotask, ConnectWise, MS Dynamics, Outlook, Google Contacts, SugarCRM, ACT!) as well as QuickBooks and Sage 50.
Does this service offer multi-user capability (e.g. teams)?
Yes, QuoteWerks is available for single or multiple users.
Does this service offer an API?
Yes, the API is offered free of charge.
Who are the main user groups of this service?
Any company or individual looking to create line-item based professional quotes or proposals.
What are some applications this service is commonly used in tandem with?
QuoteWerks is commonly used in conjunction with the most powerful CRM and PSA systems including salesforce.com, Autotask, ConnectWise, ACT!, Outlook, Google Contacts, QuickBooks, Sage 50 and much more.
What is this service generally used for?
QuoteWerks is used to automate the creation and delivery of sales quotes and proposals to clients.
What platforms does this service support?
This program operates on a Windows platform.
Does this service offer guides, tutorials and or customer support?
Yes, QuoteWerks includes a free help file, videos, support forum, and phone and email support are also available.
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