Proposeful

Proposeful is a business proposal software designed to streamline the process of creating and sending professional proposals and contracts to clients. This software solution is suitable for businesses of all sizes, from small and medium-sized enterprises (SMEs) to large corporations. According to the vendor, professionals and industries such as consultants, service providers, buying and selling goods, HR teams, supply chain, schools, and gyms can all benefit from the features and functionality offered by Proposeful.

Key Features

Beautiful Proposals With Access Notification: Proposeful allows users to create professional proposals using customizable templates. According to the vendor, users can track when clients open their proposals, providing real-time notifications. The access notification feature aims to help users gauge client interest and engagement with their proposals.

Legally Binding Electronic Signature: Proposeful offers a feature for electronically signing PDF files, which the vendor claims is legally binding. Users can create document templates and customize them to sign documents in seconds. The electronic signature feature integrates with CRM systems, enabling users to create, customize, and sign documents directly from their pipeline.

Document Template Management: Proposeful provides functionality for managing document templates, allowing users to reuse proposal templates. Users can easily organize and search proposals using tags. The vendor states that this feature helps users streamline their proposal management process and improve efficiency.

CRM Integration and Automation: Proposeful integrates with CRM systems, allowing users to automate their proposal workflows. Users can connect Proposeful to their CRM and other tools to automate the proposal process. According to the vendor, the CRM integration and automation feature helps users save time and improve productivity.

Proposal Tracking: Proposeful offers intelligent reports that track client interaction with proposals. Users can see how long clients spend on each part of the proposal, providing valuable insights. The proposal tracking feature aims to help users understand client engagement and make data-driven decisions.

Full Customization: Proposeful allows users to fully customize their proposal templates. Users can easily add content, change colors, and upload images, videos, forms, and other rich content to their proposals. According to the vendor, the full customization feature helps users create personalized and visually appealing proposals.

Online or Offline Access: Proposeful enables users to send proposals to clients via email or message, allowing them to view proposals anywhere. Users can also generate a PDF version of the proposal that can be printed and brought to meetings. The online or offline access feature provides flexibility in sharing and accessing proposals.

Collect Data With Custom Forms: Proposeful allows users to collect data from clients using custom forms in their proposals. Users can create forms to gather information or collect feedback directly within the proposal. The custom forms feature aims to help users streamline data collection and improve communication with clients.

Get Signed Copies and Certificate on Your Email: Proposeful automatically sends users signed copies of documents and a certificate via email. Users can easily keep track of signed documents and have a record of the signing process. According to the vendor, this feature ensures users have a secure and reliable record of signed documents.

Create Contracts from Your CRM: Proposeful integrates with CRM systems, allowing users to create contracts directly from their pipeline. Users can customize and sign contracts seamlessly within their CRM platform. The vendor claims that this feature streamlines the contract creation process and improves efficiency.