CREATE
Create dynamic consistent proposals in minutes with templates & easily upload word, excel, PDF & powerpoint files. Differentiate your company & upgrade your proposal look & feel to help separate you from the competition & stand out from the rest.

TEMPLATES
Easily customize your proposal to your client directly within Paperless Proposal with merge field templates.

PAGE VIEW
We have provided the user a richer full page view experience which you can zoom in & out , see full page or move between documents & sections.

MANAGEMENT CENTER
See exactly what bids your sales reps have out on the street and stay informed with real-time updates. Where the proposal is in the lifecycle process with Unsent, Sent, Viewed, Signed proposals.

PIPELINE DASHBOARD CHARTS
See exactly how your proposals are perfoming out on the street with home page dashboard charts. Sort & filter your pipeline by sales rep, division, market, region, date range & with won/lost percentages.

TRACK (STATS)
Wouldn't you like to know what your prospects & clients are looking at & their true interests. With our Tracking Analytics you can see exactly what your prospects & clients have clicked on & spent time looking at giving you insight into their true interests allowing your team to focus their sales strategy on closing more deals.

ADD COMPANY VIDEO & RECORD VIDEO
Personalize your proposals & record an intro video with your camera or upload a company video right into your proposal document for a more dynamic multi-media experience.

eSIGNATURE
Your clients can now approve the proposal instantly online with our eSignature. Receive e-mail notifications from viewed & signed proposals keeping you in the know.

GOOGLE DOCs INTERGRATION
You now have the ability to create a Google Doc. (Googles version of MicroSoft Office). Which gives you the choice of creating a word, excel or power point file within Paperless & not having to leave the Paperless work space.

eBROCHURE
Send company information to your prospects quickly with eBrochure before you get to a proposal and track what they’re interested in to better close the deal.

EMAIL
Proposals are sent to clients & prospects with a hyperlink. This opens a website like presentation containing all the proposal files, video etc. The user can either send it through the Paperless system or copy the link into their own email. We have taken every measure to ensure the highest levels for a safe delivery.

COVER PAGE
We have provided two cover page layouts to choose from, a standard cover & full page cover. You can add a company logo & an image. If you have your own hide our version.

 

 

DOWNLOAD & PRINT
In addition to being web based the user or client can also download & print. You have the ability to check the pages you want to print for a hardcopy.

 

DOWNLOAD FOR EXCEL REPORTING
You now have the ability to download all your proposal file content into an Excel file for detailed reporting.