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Description
Propelio serves as a proposal tool tailored for independent professionals such as freelancers, studios, consultants, and small agencies that need to quickly create effective proposals without dedicating excessive time to the process. Users can select from over 30 specialized templates, modify the project scope, adjust pricing, and incorporate their branding, then share a single link that clients can access and sign from any device, eliminating the need for accounts or printed documents. The platform provides real-time notifications when proposals are viewed and maintains a signed record featuring a content hash for an unambiguous audit trail. Clients can also interact with pricing tables to select their preferences prior to signing. All functionalities are bundled into one comprehensive plan, charged per seat with a minimum requirement of one seat, available in GBP, USD, or EUR, ensuring that businesses have everything they need at their fingertips. The convenience and efficiency that Propelio offers can significantly enhance the proposal process for independent businesses.
Description
QuoteRobot simplifies the process for web professionals to create effective proposals, invoices, and contracts effortlessly. With our expertly crafted themes for proposals, invoices, and quotes, you can present a polished image. Instead of relying on traditional word processing software, you have the option to select from our unique themes or design one tailored to your needs. QuoteRobot intelligently extracts line item information from your documents, enabling you to determine the appropriate charges for each item automatically. You can choose to start with a blank slate or take advantage of our ready-made proposal templates, allowing you to dispatch your quotes swiftly. Additionally, you can archive previous proposals to serve as templates for future offers. Sending a proposal to a prospective client is a breeze, as they can approve it through your dedicated subdomain with just one click, and you may also include a PDF attachment. Furthermore, you can effortlessly create a comprehensive project timeline that includes payment milestones, ensuring that your clients are aware of their payment responsibilities to maintain progress. This streamlined approach not only enhances efficiency but also fosters better client relationships.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Datto Workplace
FreshBooks
Harvest
Stripe
Pricing Details
$18/month
Free Trial
Free Version
Pricing Details
$19 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Rebellious Digital
Website
propelio.app/
Vendor Details
Company Name
QuoteRobot
Founded
2013
Website
quoterobot.com
Product Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Product Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management