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 ProofHub
ProofHub is a leading cloud-based project management software, loved by around 85,000+ small teams to large businesses from all over the globe. It is an online collaboration tool that comes with integrated Group chat, quick Discussions on projects, Workflows and Kanban boards, Project reports, proofing tool and many more powerful features. Helping teams to Plan, Collaborate, Organize and Deliver projects on time, and within budget, ProofHub comes across as the complete project management tool!
ProofHub enables the teams to collaborate and communicate over organizational matters in an easy and flexible manner from one place. It is available for both Android and iOS operating systems so every individual attached to a project can connect to a project from any distant location.
ProofHub is priced along 2 tiers and can be billed annually for a 10% discount. Plus, they offer a discount of 20% on monthly billing and 20% + 10% on annual billing to nonprofit organizations. Both the tiers support very basic features like task and reminder automation, one-to-one chat, and time tracking tools (e.g. a calendar), and integration with 3rd party apps (e.g. Dropbox, Google Drive). While unlimited users are supported in both of their packages, the Ultimate Control plan allows more projects and storage space, and also more features like Dark theme, Custom Form, Custom roles, White labeling, Network control, Manage trash, Priority support, API access and many more. Support is available for all via email and live chat. A free 30-day trial is also available.
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
Batch Permissions & Access
Budgeting
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Expense Tracking
External Integrations
Gantt Charts
Multi-User
Notifications
Scheduling
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Travel Management
Time Management
Resource Management
Collaboration Support
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
An online task management software that lets you run your day, your tasks and your projects, efficiently!
Online time tracking software in ProofHub will help you to record every hour spent on each task and project.
ProofHub’s online gantt chart software helps you to connect tasks, set dependencies, and track project progress to make sure that projected deadline is met every time.
Reports in ProofHub’s online project reporting software represent all your important project information in the form of bar graphs, line graphs, pie charts, and tables etc.
Keep all your stuff secure and neatly organized in folders and subfolders, to make online file sharing simple and easy.
Plan your day, your work, and your life better with ProofHub.
ProofHub’s online proofing software streamlines the proofing and approval process to save your time and effort.
Focus on your work while still maintaining an open channel of communication using ProofHub chat.
Share ideas, discuss issues, find answers by collaborating with your team members, clients, and anyone who is involved in the project with this online collaboration tool.
Easily manage tasks with Workflows and Kanban Boards in ProofHub by creating task list and task stages. Move tasks between different stages to keep an eye on the progress made and ensure steady flow of work.
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
ULTIMATE CONTROL
$89.00
unlimited user(s) / year
Included in plan:
Unlimited projects
Unlimited users
100GB storage
Custom roles
White labelling
Custom Workflows
Project manager
Network control
Manage Trash
API access for data transport
Project and resource reports
Advanced activity logs
Account transfer tool
Priority support
Data export
Core Fetures
ESSENTIAL
$45.00
unlimited user(s) / year
Included in plan:
40 projects
Unlimited users
15GB storage
Core 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, ProofHub have integrations with Box, DropBox, OneDrive, Google Drive Freshdesk and FreshBooks
Does this service offer multi-user capability (e.g. teams)?
Yes, you can add as many people to your account.
Who are the main user groups of this service?
From freelancers to small business to large corporations, everyone can benefit from ProofHub.
What are some applications this service is commonly used in tandem with?
From gantt chart to chat and from discussions to report everything in ProofHub is native. Apart from integrations there's no app users have to use alongside ProofHub.
What is this service generally used for?
The service is generally used for Project Management, Team Collaboration and making work life easy for teams.
What platforms does this service support?
It is compatible with all devices whether it is mobile or desktop. ProofHub also have native android app available on Playstore and native iOS app will be made available very soon.
Does this service offer an API?
Yes, for more details regarding API please visit https://github.com/ProofHub/api
Does this service offer guides, tutorials and or customer support?
Yes, ProofHub have a dedicated support team that’s available to help the customers. It also have a Live chat, Help page, and YouTube video tutorials. It also offer a demo. For more information, please visit: https://helpbolt.proofhub.com/contact/
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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