Verified
Paperless Unites and Organizes
I highly recommend Paperless Proposal to organizations looking to organize and streamline processes for collaboration on, creation of, distribution of, and reporting on proposals.
Verified
Welcome to the New World
It was a big step for our organization to make the move to go Paperless and we would not go back to what we were doing before. Glen, Zeb and Roli never shy away from a challenge. As a Building Service Contractor with intricate proposal requirements the Paperless Proposal team have been very patient with the high standards and expectations of our work group. In our first year we have gotten 90 percent of the way to where we want to get from a proposal automation POV. The good news is that the Paperless team continues to improve the system and work us to make it better for our purposes. I
Verified
Daily use by my sales team for over two years.
Paperless Proposals is a powerful tool from my perspective of a sales manager. It allows me to ensure that my entire sales team is consistently using the same format and materials so that we can maintain a consistent level of professionalism. Additionally, it gives me the ability to review proposals before they go out regardless of the time or my location. The analytics are extremely powerful. They give us the ability to see when customers view proposals and what they are spending the most time viewing. Finally, my ability to see the volume of proposals and close percentages for my team is invaluable.
Verified
Best sales tool in the market.
Having used PP for the past 2 years, we have been able to quickly sign clients by not only impressing them with the speed and thoroughness of our proposals but also having the ability to personalize it to them and their market. It literally takes me 5 minutes to build a full proposal with complete company profile. This is a very user friendly software and extremely easy to teach other team members. Having met with the PP group in Atlanta last year, I had my eyes opened to how limited we have been using its full potential. I would highly recommend this product to any company seriously looking to increase their sales.
Verified
A great way to share work with other people without killing trees!
It's good for the environment, it makes communication seamless, and it gives me new ideas for ways to present my ideas! It's also nice you can have other people review a draft before you send it out to clients, all with no printing.