If you’re running a B2B sales team, you know proposal management can be a mess. Docs get scattered, version control goes out the window, and “just getting a quote out” can take days. If you’re looking at proposal tools to cut the chaos, you’ve probably stumbled across Proposable. This review is for sales leaders, ops folks, and anyone who’s tired of duct-taping together proposals with PDFs and endless email threads. Let’s see if this tool actually makes life easier—or just adds another login to your stack.
What is Proposable, Really?
Proposable pitches itself as a proposal software built to help sales teams create, send, and track business proposals. The basic promise: faster, more organized deals, fewer headaches, and a better shot at closing.
The features sound good on paper—template libraries, e-signatures, analytics, even payment integrations. But does it actually deliver? And is it worth the price for a B2B sales team that sends dozens (or hundreds) of proposals a month? Let’s dig in.
The Setup: Getting Started (and Where You’ll Trip)
The Good
- Onboarding is straightforward. The UI is clean, and you won’t get lost clicking around.
- Templates save time. You can start with pre-built proposal templates or bring your own. This is a lifesaver if you’re sending out similar docs all the time.
- Integrates with common CRMs. Salesforce, HubSpot, and a few others are supported. This cuts down on double entry.
The Not-So-Good
- Customization has a learning curve. If you want proposals that really match your brand, expect to do some tinkering. The editor is drag-and-drop, but not as flexible as Google Docs or Word.
- Template management isn’t perfect. If you’ve got a big team and lots of templates, keeping them organized can get messy.
Pro Tip: Don’t try to migrate every old proposal into Proposable on day one. Start with your most common template, get buy-in, and build from there.
Creating and Sending Proposals: The Core Workflow
This is where Proposable is supposed to shine. Here’s how it actually plays out:
The Workflow
- Choose a template (or create one from scratch).
- Customize the details—pricing tables, terms, client info.
- Send directly from the app via email, with tracking baked in.
- Get notified when the client opens, views, or signs.
What Works
- Speed: Once templates are dialed in, you can send a solid proposal in minutes, not hours.
- Tracking: You’ll know when a client opens the doc, which beats that awkward “just checking in to see if you saw my email” follow-up.
- E-signatures: No more chasing down scanned PDFs. Clients can sign right in the browser.
What Doesn’t (or Barely Works)
- Formatting is limited. Don’t expect pixel-perfect layouts. If you need proposals to look exactly like your designer made them, you’ll be frustrated.
- Mobile experience is just OK. Recipients can view and sign on mobile, but editing proposals on your phone? Don’t bother.
- Collaboration features are basic. If your proposals need heavy back-and-forth with legal, finance, or multiple sales reps, things can get clunky—comments exist, but it’s not Google Docs.
Ignore: The “presentation” mode sounds nice, but most clients won’t care. They want clarity, not a slideshow.
Proposal Tracking, Analytics, and Follow-Ups
This is one of the big selling points: knowing what happens after you hit send.
What You Get
- Real-time notifications: See who opened your proposal and how long they spent on each section.
- Automated reminders: Nudge clients when they go dark, without you having to remember.
- Deal tracking: See open, won, and lost proposals in a dashboard view.
Useful? Yes. But Don’t Expect Magic.
- Analytics are blunt tools. Knowing a client spent 10 minutes on “Pricing” is nice, but it doesn’t tell you why they didn’t sign.
- Reminders can get spammy. Use them sparingly, or you’ll annoy your prospects.
Pro Tip: Use analytics to spot bottlenecks—like if everyone stalls at your terms section. Fix the doc, don’t just send more reminders.
Integrations, Payments, and E-Signatures
Integrations
- CRMs: Salesforce, HubSpot, Pipedrive, and a few others work with Proposable. The sync is decent, but you may need to massage data fields to get things just right.
- Zapier: Opens up more automation, but expect some trial and error.
Payments
- Stripe integration: Clients can pay directly from a proposal, which is slick if you’re selling services or retainers.
- But: Not everyone pays at proposal stage. Don’t expect this to replace invoicing for complex deals.
E-Signatures
- Legit and easy. If you’re tired of DocuSign or Adobe Sign, this works right out of the box.
- Not for complex contracts. Works best for straightforward agreements.
Team Management and Permissions
If you’ve got a sales team bigger than five, you’ll care a lot about this.
- User roles are there, but basic. You can set up admins, editors, and viewers, but there’s not a ton of granularity.
- Approval workflows exist, but they’re not airtight. If you need true legal sign-off before anything goes out, you’ll need to supplement with another process.
Heads up: If you’re in a regulated industry, double-check what Proposable covers for compliance. It’s fine for most B2B sales, but not a fit for highly-sensitive deals.
Pricing: Worth It?
Proposable isn’t dirt cheap, but it’s not in the “enterprise SaaS sticker shock” range either. You’ll pay per user, with add-ons for things like custom branding or advanced integrations.
- For small teams: Worth it if proposals cost you real time and lost deals.
- For big orgs: Watch out for per-user creep. It adds up fast.
- Trial available: Use it before you commit. The free trial is long enough to see if it fits your team’s actual workflow.
Skip: Paying extra for features you won’t use. If you don’t need payment collection, don’t add it.
The Bottom Line: Should You Use Proposable?
If you’re a B2B sales leader drowning in proposal versions, chasing signatures, and tired of “Did you see my email?” threads, Proposable will save you time—if you keep your process simple. It’s not perfect: the design tools are limited, collaboration is basic, and the analytics won’t tell you why a deal died. But for most sales teams, the headaches it removes outweigh the quirks.
Start small: set up one or two core templates, get the team on board, and tweak as you go. Don’t try to automate every edge case right away. The simpler your proposal process, the more value you’ll get from Proposable—or any tool, for that matter.
Keep it simple, watch what actually works for your team, and don’t be afraid to ditch features you don’t need. That’s how you’ll actually close more deals—and keep your sanity.