Name: Proposeful
Price: 19 USD
Author: Proposeful

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Batch Management Software

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Digital Rights Management (DRM)

Document Management

Dropshipping

Electronic Signature

Operational Analytics

Enterprise

Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

3D Printing

AI Governance

Application Lifecycle Management (ALM)

Cloud Storage

Consulting and Advisory Services

Content Delivery Networks (CDN)

Data Fabric

Data Recovery Service

Fraud Detection

Hadoop-Related

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Managed File Transfer (MFT)

Network Performance Monitoring

Office Migration and Repair

Robotic Process Automation (RPA)

System Monitoring

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Blogging

Competitive Intelligence

Content Management

Email Marketing

Local Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Web Analytics

Wholesale Marketplace

Marketing

Job Site Management

Project Management

Waste Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Access Security Brokers

User and Entity Behavior Analytics (UEBA)

Security

Architecture

Camp Management

Chargeback Management

Dental

Digital Forensics

Nonprofit CRM

Plagiarism Checker

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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.

Basic

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Solo

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Application for automating construction of sales proposals and/or scanning content for ambiguous or non-compliant language

Proposal

Proposal Creation & Organization

Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.

Proposal branding

Allows users to create branding rules and/or scan proposals for brand compliance.

Proposal templates

Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

Proposal content library updates

Users can update saved proposal language and standard proposal content.

Guided proposal creation

A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

Searchable proposal database

Proposals are organized in a central repository; users can easily locate proposals within the database.

Proposal Collaboration & Workflow

Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.

RFP management & response

Proposals can be created based on RFPs received.

Proposal collaboration & approval

Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.

User permissions/proposal editing controls

Users can set appropriate, granular controls over who can view vs. edit elements of proposals.

Sales proposal workflow

Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals,  and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.

Proposal automation user interface

User interface for setting up proposal automation is user friendly and easy to navigate.

Proposal Delivery

Features related to the distribution of proposals to clients and client interactions with proposals.

Proposal distribution

Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.

Interactive proposals

Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.

Proposal content tracking

Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal

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What is Proposeful?