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About Outbooks

Effortlessly streamline their client engagement process with Outbooks. This all-in-one proposal software allows business finance and bookkeeping service providers to create and manage engagement letters swiftly. Articulate their services, pricing, billing frequency, and engagement terms seamlessly, ensuring compliance with ease. Generate professional proposals and renewals in real-time during meetings, capturing client attention and accelerating conversions. With consistent and transparent pricing, clients can easily understand what they’re purchasing and how costs are calculated. Outbooks supports digital signatures from multiple decision-makers, simplifying approvals and maintaining a history of legally binding e-signatures. Clients can choose packages, enter payment details, and sign online from any location, making the process user-friendly and efficient. Elevate their proposal process with Outbooks, offering pre-designed templates and custom options to suit their needs, ensuring impressive, clear, and professional presentations every time.

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Screenshots & Videos

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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    86%
  • Reviews
    60%
  • Momentum
    61%
  • Popularity
    62%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Online

Outbooks Features

Proposal Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    86%

Collaborative Editing

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

Document Analytics

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

Document Library

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

Approval Workflow

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

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Customizable Branding

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

Alert Notifications

Alerts the user when predefined criteria is met

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

PDF Export

Enables to export the document to PDF file for easy sharing

Document Audit Trail

Tracks the document signature history and timestamp for legal attestation

CRM Integration

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

Customer Pipeline

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

Contact Management

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

Free Trial

Available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

Screenshots of Vendor Pricing Page

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Disclaimer: The pricing details were last updated on 02/08/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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Videos on Outbooks

Outbooks FAQs

What is Outbooks used for?

Outbooks is Proposal Software. Outbooks offers the following functionalities:

  • Collaborative Editing
  • Document Analytics
  • Document Library
  • Approval Workflow
  • e-Signature
  • Customizable Branding
  • Alert Notifications
  • Access Control

Learn more about Outbooks features.

What are the top alternatives for Outbooks?

Does Outbooks provide API?

No, Outbooks does not provide API.

Outbooks Contact

Vendor Details

Harrow, England - HA3 5RN

Contact Details

+44 330 057 8597

https://proposal.outbooks.com/

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