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.
Get notified when and how much time your recipients spent on each page of your sales collateral. With Saydoc real-time intelligence you can follow up when your document is top-of-mind. Analytics are broken down by Recipient name, time spent per page, phrases searched, physical location, devices used and much more. You can even set your document to self-destruct at a specific time or protect with login credentials.
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
Real time notifications and analystics when your sales document is read.
Per month to send 10 proposals. $1 for additional proposals in the month.
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?
What platforms does this service support?
Proposeful is available on all devices as a web application. Proposals can be downloaded as PDF.