mitch w.
2 years ago
Verified
If you are in sales this is the must have software for proposals
If you are in sales this is the must have software for proposals. This software allows you to go paperless when creating, sending and receiving signed proposals that you create according to your expectations and details . it notifies you if your proposal has been opened and viewed and exactly what page(s) the client looked at so you know what questions to ask when you contact them again, its genius.
macanthony o.
2 years ago
Verified
My experiences using Paperless Proposal software
It lets you keep detailed notes from communication with potential new clients and allows as many employees as you choose to have access to all files and proposals when ever they need to or want to make changes. You can access it from any device including cell phones
Ari S.
2 years ago
Verified
ClientPoint for AEs
Fairly easy to use and clients appreciate the videos.
Ryan L.
2 years ago
Verified
easy to upload customized documents for proposals
notifications after client has opened the proposal, great cover pages with photos and details, the ability to print the exact proposal that's being emailed to the customer, the ability to delay the sending of the proposal, and the data telling us how much time the customer spent on each page of the propsoal
Barbara B.
2 years ago
Verified
I am a proposal writer for a large security company and use Paperless on a daily basis.
it allows for our products to be uniform across our large footprint.