Compare Fresh Proposals vs Proposable

Summary

Fresh Proposals is a sales proposal management solution using which business houses can eliminate the traditional designing tools and bring in the modernized ones. Sales professionals and marketers can grab useful insights and analytics about proposal related interactions and improve their effectiveness in real-time. Professionals can monitor the performance of their sales, based on multiple parameters using the dashboard within the platform. Fresh Proposals sends on-time alerts via email when a particular proposal gets viewed or accepted. Companies can set revenue targets on an annual basis and monitor them at regular intervals. The customizable pre-designed templates, helps users in accelerating the process of making beautiful and engaging proposals. Various drag and drop blocks including images, textbox, signatures, tables etc enhance the interaction levels of an individual proposal. Its interactive quotation or pricing feature enables users to incorporate both fixed and recurring fees within the financial proposals and make items editable for the clients. The software facilitates real-time collaboration among the team members and clients. ..show more

Proposable is a proposal software that streamlines the process of e-Signing, creating, tracking, and delivering sales collateral. It reduces the time it takes to customize new proposals by simplifying your new proposal procedure to just a few clicks. With Proposable, you can skip the traditional copy/paste and instead use replace and search on all new proposals for your clients and prospects to save time and difficulties. You can impress your customers with stunning proposals that stand out from the crowd. You can incorporate video and rich media into your proposal webpages for a more realistic sales presentation. You can activate proposal payments to get your payment. You can create proposals dynamically from CRM opportunities and feed proposal proceedings back into your CRM for a clearer view of all your ongoing negotiations. You can view through metrics and track how each recipient responds to your sales collateral. You can set up SMS or email alerts for proposal views and other important events in real time. Additionally, you can control who has to approve ideas before they are sent out with Proposable. ..show more

Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Alert Notifications Alerts the user when predefined criteria is met

Approval Workflow Allows to route the documents to one or multiple people for seeking their approval

CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management

Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel

Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.

Document Analytics Helps to know the complete insights of a document like who, when and how it is used.

Document Audit Trail Tracks the document signature history and timestamp for legal attestation

Document Library Central repository to manage your assets like Images, PDF files, etc.,

PDF Export Enables to export the document to PDF file for easy sharing

e-Signature Electronic Signatures help users to sign their digital documents remotely

• Stripe Payments
• HubSpot CRM
• Salesflare
• Pabbly Connect
• Zapier
• Xero

• Stripe Payments
• HubSpot CRM
• Microsoft Dynamics 365 for Sales
• Salesforce
• NetSuite
• Pipedrive CRM
• Zapier
• Capsule
• Insightly

Top alternatives to Fresh Proposals

PandaDoc

Proposify

Ideagen Huddle

Qwilr

Bidsketch

Top alternatives to Proposable

Proposify

PandaDoc

Ideagen Huddle

Qwilr

Bidsketch