Proposable: SalesForce integration at a reasonable cost.
November 16, 2018

Proposable: SalesForce integration at a reasonable cost.

Pablo Povarchik | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Proposable

We use Proposable as the only solid app for Sales Quotes that integrates with Salesforce at a reasonable cost.
  • Proposable Integrates fairly well with Salesforce by fetching contact's data and also updating the Opportunity status automatically when the client signs off.
  • I can add and take out sections to the proposals giving me the flexibility to create proposals for different scopes without writing everything from scratch.
  • 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).
  • Proposable is not my ideal solution, but it met the requirements of integrating with Salesforce to avoid duplicate data entry and automatic status update.
  • I haven't seen an increase in won proposals compared with other systems.
  • Overall, it does its job fairly well though it has room for improvement.
I selected Proposable because of the solution to our needs vs cost balance. I think Proposable has a lot of room for improvement, but if you need to integrate with Salesforce without spending a fortune, this is your way to go.
Proposable is better suited for proposals worth investing time on. Longer or complex sales processes or high worth. Because it is difficult to create custom proposals quickly, I believe this is not a fit for transactional-like situations.

Proposable Feature Ratings

Proposal branding
Proposal templates
Proposal content library updates
Searchable proposal database
Proposal collaboration & approval
User permissions/proposal editing controls
Sales proposal workflow
Proposal automation user interface
Proposal distribution
Interactive proposals
Proposal content tracking