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March 8, 2010

Proposable – Polished Sales Proposals Made Easy

If you frequently create and distribute sales proposals to clients, then Proposable is an application that could potentially change the way you do business. The web-based system streamlines the process of creating and distributing business proposals, and lets you save past proposals to use as whole templates or specific sections of those proposals to be mixed-and-matched depending on the client. Proposable can handle sending those documents, too—delivering important proposals over the web and notifying you as soon as those files have been opened.

Before you can send a proposal, you’ll first have to create one. Proposable makes the process easy by with its “Proposal Builder” feature, which allows you to import your current sales materials to be used in your new branded proposals. Quick-start templates can help newbies get a head start on the process, while the system’s rich media capabilities allow you to embed videos and other multimedia elements directly into your proposals. Once the perfect document has been drafted, it’s time to hit send. By mailing proposals through the Proposable system, you’ll be able to get instant notifications when the proposal has been opened, and see directly which sections were viewed first.

When clients have follow-up questions, they can ask them from within the Proposable system. All proposals have comment functionality, which allows clients to post their questions with ease. Finally, for larger sales staffs, Proposable lets you work together as a team. The system provides a real-time record of all sales materials that have been sent out and which team member sent each document. Whether you’re self-employed freelancer or a sales team manager for a large company, Proposable is a proposal creation and management system with enough features to help everyone be more productive.

Practical Uses:

  • Create a new proposal to send to a client
  • Save time by using a proposal template rather than creating one from scratch
  • Coordinate sales efforts with coworkers and keep track of who sent which proposals
  • Track when a client opened your proposal and follow up at the right time

Insider Tips:

  • Upload your company logo to appear on your Proposable documents
  • Embed videos into your proposals to give clients a clearer picture of what you can do
  • Turn off access to proposals at any time to prevent the wrong people from viewing them
  • Use analytics to get a better idea of which sections are being read first

What we liked:

  • Proposable offers a free 30-day trial with no credit card required
  • Even Basic accounts offer total branding and customization features
  • Ability to save specific sections to mix-and-match templates
  • Comments section makes it easier for clients to get their questions answered before accepting or rejecting a proposal

What we didn’t like:

  • Proposable charges extra fees for Team accounts with more than three users

Alternatives:

Company Info:

  • Launched: February 2010
  • Privately Held
  • Headquarters: Bloomington, Indiana
  • Founded by: James Kappen
  • Web site: http://www.proposable.com

Costs:

  • Basic plan is $19/month
  • Pro plan is $29/month
  • Team plan is $79/month

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