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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Collaborate more efficiently, simplify monotonous tasks, and design tailored workflows that empower teams to effortlessly create, route, review, process, and access content. The drag-and-drop setup enables you to automate complex tasks without any coding skills required. Ensure a smooth workflow for full-time, on-site, virtual, or freelance teams globally. Retrieve files, send documents for review and approval, generate forms, gather eSignatures, monitor pending tasks, and evaluate project progress from any location. Consolidate various interfaces for indexing and distributing data, making it compatible with other applications. Additionally, gather information from a wide range of formats, including email, fax, physical documentation, forms, and beyond, thus enhancing overall productivity and organization.

Description

OpenProposal offers a comprehensive proposal solution designed to assist freelancers, agencies, and small enterprises in securing deals more efficiently. Users can design polished proposals effortlessly using a drag-and-drop interface, gather legally recognized e-signatures, and receive payments immediately through Stripe integration. The platform boasts features like customizable templates, live tracking, and detailed analytics. By consolidating separate tools for proposals, e-signatures, and invoicing into a single, user-friendly platform, OpenProposal streamlines the entire process for its users. This approach not only enhances productivity but also simplifies the workflow for managing business transactions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

CAPSYS Capture Yes 
ExpensePoint Yes 

Integrations

CAPSYS Capture No 
ExpensePoint No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Upland Software

Founded

2010

Country

United States

Website

www.uplandsoftware.com

Vendor Details

Company Name

OpenProposal

Founded

2025

Country

United States

Website

sendprop.com

Product Features

Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control No 

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

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