Proposable: SalesForce integration at a reasonable cost.
November 16, 2018
Proposable: SalesForce integration at a reasonable cost.
Score 7 out of 10
Vetted Review
Verified User
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.