Proposable vs. Qwilr vs. Sofon Proposal Organizer

It is a great solution for small to medium-sized businesses. It is fairly customizable, and their support team has been great to work with us. They have helped us build some custom workflows to push a customer straight to a credit card page once they sign the proposal. This has really helped increase conversions when signing on a new customer.

Incentivized

It is great for presentations to customers and keeping them engaged in your presentation. Although it is great for creating a highly customizable presentation, some users may want even more control over font, font size and font color. Some of my colleagues have expressed some dissatisfaction with the formatting as well as saving any formatting changes that have made.

Incentivized

In my opinion, the most valuable characteristic of SPO is that by answering simple questions a very complex product can be configured; therefore the scope of delivery is defined very well. In addition, SPO has great flexibility to manage prices and costs. However, SPO is configurator of parts that allows incorporating basic design rules for their selection. SPO is not a optimised for developing complicated engineering design rules.

• Very professional
• Easy to navigate and use
• Easy to edit and draw up new proposals

Incentivized

• It has different and useful templates that can help you start creating amazing presentations
• It is really intuitive to use
• It can incorporate files from other companies like: Drive and YouTube in a really organic way.

Incentivized

• Top Down approach
• Drive sales representatives to their goal
• Clear final calculation

• The user interface is not intuitive and you'll need some time to understand where things are.
• The structure of the proposals is sort of rigid and is difficult to create really beautiful documents (unless you are a genius designer).

Incentivized

• Quick support
• Wish it was easier to turn the links on and off.
• Some of their custom block styles could be easier to edit.

Incentivized

• SQL servers may lead to unexpect failures
• Tables created in SPO could have better interface with the user
• Management of user licences could be easier

Great product with great service.

Unfortunately I have no possibility to renew or not renew SPO so it is difficult to answer to this question

At the beginning, there is a slight learning curve, but once you get the way out of it, it becomes easy to use.

Incentivized

Onboarding was very organized and simple. Our account manager made it easy for our team to learn the tool by organizing several group training sessions.

Incentivized

I didn't choose Proposable over DocuSign, but I did use it at a previous company. Proposable is great for the smaller business and makes the creation and sending of agreements so easy! DocuSign was nice, but it was more complex in my experience and created a bottleneck for our sales team to get approval. I'm sure this was more of our own internal process, but between the two, Proposable was much faster to get what you needed in the form of an agreement. Less time freed up more time for selling!

Incentivized

Qwilr was a really quick and easy setup, which I think is great for smaller teams that have simple sales processes and cycles. Once more complication is it will fall short in providing the level of control and detail that is needed for a larger sales team. The end product is very elegant but comes down to the needs of the organization.

Incentivized

The previous product we used was developed by ourselves so my experience is very limited. I can say that having a software like SPO we can configure the product without any programming experience and this makes things faster and better. Moreover, I can say that MS Office compatibility is a strong point.

• It has left a great impression on current prospects and clients
• It is the easiest way to draw up terms of an agreement
• It is the best way to track who and when a prospect is viewing a proposal

Incentivized

• Increased efficiency when using Qwilr's library content to create proposals.
• Can save existing building blocks to use toward future proposals.
• Can keep track of analytics on who is viewing the documents sent.

Incentivized

• Reduce quotation time at the proposal office,
• better definition and more organise project scope at project management level
• centralisation of knoweldeg: one problem, one solution