Proposable

View analytics and performance metrics broken down by department

Monitor all proposal activity across departments and team members with real-time prospect interaction data

Detailed analytics on each proposal showing how recipients interact with sales material, which sections engage customers, and engagement metrics

Real-time team performance metrics and competitive insights for sales managers

Instantly customize proposals with customer and opportunity data for lightning-fast proposal creation and delivery

Collaborate on proposals with internal comments, mention team members to bring them into proposals, and reassign ownership for handoffs

Simple drag and drop proposal blocks with a catalog of free proposal templates to create and edit sales documents

Growing list of pre-built sales templates to get started quickly or create custom templates from scratch

Add video and rich-media directly into proposal pages for more immersive sales presentations

Organize all products and services in a pricing catalog for instant recall when building estimates

Centralized repository to store and organize proposal templates, sections, and estimate line items for team access

Customize where prospects are redirected after accepting a proposal

Create custom URLs for proposals to enhance branding and tracking

Export proposal and performance data for external analysis and reporting

Full API access to build custom applications and integrations

Sync contacts and deals with CRM products to dynamically create proposals from opportunities and push proposal events back into CRM

Build custom integrations with third-party systems and tools

Email and SMS notifications for proposal views, comments, downloads, and other prospect actions on delivered content

Organize proposals and team members by department with separate stats and controls

Collect initial payments instantly after prospect acceptance with Stripe integration, eliminating manual payment chasing

Create quotes, bids, and estimates with optional line items, quantities, taxes, discounts and support for foreign currencies

Integrated e-signature workflow with signature, initial, and text fields throughout proposals with counter-signing support

Dedicated account manager for enterprise customers

Professional training for teams on using the Proposable platform

Professional assistance with creating and optimizing proposal templates

Require approval from specific team members before proposals are delivered to control proposal quality