ClientPoint Erfahrungen

ClientPoint
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166 Bewertungen
- Branche: Umweltdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Monatlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
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- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Automate your client communication and reporting processes easily!
Bewertet am 12.2.2023
ClientPoint is user-friendly and intuitive, making it easy for businesses like ours to manage...
ClientPoint is user-friendly and intuitive, making it easy for businesses like ours to manage client communication and reporting processes.
Vorteile
ClientPoint automates many manual tasks, such as client reporting and follow-ups, which saves time and reduces the risk of errors.
Nachteile
While ClientPoint integrates with some other tools and platforms, it may not be as well-integrated as some businesses would like.
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Everyone that does sales should use this awesome software
Bewertet am 7.4.2018
Using paperless is one of the best software programs to us for sales i recommend it for everyone...
Using paperless is one of the best software programs to us for sales i recommend it for everyone who is in the same field. You can keep track of all your proposals and everyone is always involved and it holds so many proposals and you can add whatever section you want them to see inside the proposal and medium user friendly once you get the hang of it.
Vorteile
Paperless makes it so you dont have to deal with sending or faxing, or presenting paper proposals. It is all email based which makes it a lot easier to produce sales and promote business, safe for the environment and the trees. It lets however many people you want involved have access to any proposal anytime from any device rather if they are at work or not. everybody could do their part to keep the proposal up to date and add whatever they need to in real time.
Nachteile
Logging in from your cell or a unrecognized device it makes you always check your email for a verification pin every single time, kind of annoying, even after you have used that same device a million times to log in to paperless. Sometimes i search for a certain proposal that is in there and it wont let me find out I have to start my search over and un mark certain boxes to find it. it quite often has small little issues that support will take care of when you contact them through email.
Antwort von ClientPoint
Hi Cathleen,
Thank you so much for taking the time to review Paperless Proposal. We think it's an awesome program as well.
Security and protecting your proposals is important to us and one way we do this is with verification pins. To reduce frequency for verification, try updating your browser privacy settings to save cookies from Paperless Proposal.
- Branche: Hausmeisterservice
- Unternehmensgröße: 201–500 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Paperless proposals has definitely made things easier for our company - everything is all...
Bewertet am 14.7.2017
Being able to view all proposals issued, viewed all at the same time.
Being able to view all proposals issued, viewed all at the same time.
Vorteile
The ability to quickly create and track proposals, save documents review and update. I also think being able to see if the customer has viewed the proposal is a great feature!
Nachteile
It would be great to be able to roll over an existing proposal to use and be able to edit, I think that would save some time when creating new proposals for the same client.
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Paperless proposal in used for market development
Bewertet am 19.4.2018
Overall in my opinion I dont have alot of experience with other sales software but this is program...
Overall in my opinion I dont have alot of experience with other sales software but this is program is awesome and my sales have dramatically increased in a short period of time. Recommend to anyone in Sales
Vorteile
In my opinion this software is awesome it lets all your fellow employees have access and make changes or update the same file any time from any device they use, with no flaw. It saves on paper no more faxing using up all kinds of ink, no bringing thick packets to sales appointments it is all now paperless and a lot more convenient. You can add notes modify, delete or add anything anytime you want and send it to a potential client.
Nachteile
If you take a break longer than a few minutes it automatically logs you out and you have to keep on logging back in every time you get busy and come back to it, kind of frustrating. You have to always clear the search bar before searching you cant just type in a specific client or file and just search it. It has its small glitches here and there but it makes up for it buy producing sales
Antwort von ClientPoint
Hi Jesse,
Thank you for your feedback. The team here at Paperless Proposal is thrilled to hear that your sales has increased.
Regarding the idle time, our support team is available to assist. Please reach out to support@paperlessproposal.com.
Thank you,
My
- Branche: Hausmeisterservice
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
A Game-Changing Service
Bewertet am 21.6.2016
Our experience with Paperless has been extremely positive. We've been working with them for about...
Our experience with Paperless has been extremely positive. We've been working with them for about two years, and have since onboarded our entire sales team (36 sales associates from all over the country) to the Paperless system.
Vorteile
The ability to regulate our entire portfolio of proposal parts, and have direct insight into what is being used are the two biggest advantages for us. The system is easy to use, and fairly intuitive for those of us who prefer to self-teach. We find that we use Paperless for our "single source of truth" for all relevant proposal materials.
Nachteile
There are very few faults that I could point out with the software. There are occasionally glitches (due to corrupted files) during pagination (the support team is always prompt to resolve them).
Antwort von ClientPoint
Josh,
Thank you for taking the time out to review our product. Glad to know you like it. We are actually working on a feature to put pagination on hold until all the merge docs have processed, this way every pagination attempt will go in smooth with out any files getting corrupted. Hope that will solve your problem. Along with that we do have couple more minor and major updates coming up which will excite you further. One of them is built-in word processor to local edit the files within Paperless.
Thanks,
Rahat
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Great Customer Experience
Bewertet am 21.6.2016
Our experience with Paperless Proposal has been completely positive. From the support team to...
Our experience with Paperless Proposal has been completely positive. From the support team to management, everyone on the team is passionate about the product and ensuring that each customer is happy with the tool. The integration with Salesforce.com is a new feature we're using and we've found it to be very helpful to increase the value of the information available to each sales rep and the management team.
Vorteile
I like the ability to customize the product to our exact needs, the ease of use, the fantastic support, the value and most importantly, the customer engagement and experience. A product with consistent branding, simple electronic delivery and tracking elements make it a fantastic resource. Our customers are able to view the proposal with any device at any time and we are able to track the progress. There are never any surprises.
Nachteile
The only con about this software would be the same for any software - sometimes it can be hard to get users to adopt a new system. However, with 1:1 training, integrations and all the resources Paperless Proposal will provide, this eases internal challenges.
Antwort von ClientPoint
D'Anna,
Thank you for taking the time out to review our product. Glad to know you like it.
Thanks for your kind words,
Rahat
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
I am a proposal writer for a large security company and use Paperless on a daily basis.
Bewertet am 22.6.2017
it allows for our products to be uniform across our large footprint.
it allows for our products to be uniform across our large footprint.
Vorteile
I love that the software allows for creating custom library's that contain all of our frequently used documents for quick access. I also love that I can contact Paperless Support and request that they add merge fields to the document to implant the customer name during the proposal editing stage.
Nachteile
I wish, for our industry, that there were more finalizing choices. Sometimes a certain industry, like gov't, can request that you cross reference responses, add info to the TOC or have certain language in the header or footer of each page. It would be extremely helpful if we could add these items in while editing in Paperless instead of having to download, open in PDF and make additional edits in Adobe. This creates a situation where the proposal in our library no longer contains the most updated version. So, if in a year we have to look back on the proposal, we may not recall that it had to be removed to finalize and we could potentially be using old info..
Antwort von ClientPoint
Barbara thanks for your review. Our CTO, Zeb Evans will reach out directly to you to address your concern.

- Branche: Hausmeisterservice
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
easy to upload customized documents for proposals
Bewertet am 26.6.2017
Vorteile
notifications after client has opened the proposal, great cover pages with photos and details, the ability to print the exact proposal that's being emailed to the customer, the ability to delay the sending of the proposal, and the data telling us how much time the customer spent on each page of the propsoal
Nachteile
can be a little slow in uploading, but not often.
would like the proposal review to be more of an overall shot, like a map and maybe some animation effects for the proposal.
- Branche: Computer-Software
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
ClientPoint - Congratulations You Just Got Four Hours Back in Your Busy Work Day!!
Bewertet am 25.2.2020
Me and my sales reps now have more time in our day to focus on generating revenue being that we...
Me and my sales reps now have more time in our day to focus on generating revenue being that we have four to six extra hours that was previously spend on sales proposals.
Vorteile
I love the fact that ClietPoint reduces the time it takes to produce an impactful business proposal. Before ClientPoint me and my team were allocating four to six hours to produce a sales proposal and now we leverage the software to produce proposals in barely ten minutes!
Nachteile
As a result of ClientPoint being so impactful and enabling, the stakeholders more times than not are reaching out to the sales team about ClientPoint. It is so amazing that it actually shifts their focus away from our teams' initiative of selling and produces curiosity as to what proposal system we are using.
- Branche: Hausmeisterservice
- Unternehmensgröße: 201–500 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Simplifies Proposals
Bewertet am 27.11.2018
My experience has been positive from inception. The CP team is very helpful. Customer service is ON...
My experience has been positive from inception. The CP team is very helpful. Customer service is ON POINT!
Vorteile
Client Point, formerly Paperless Proposal, allows you to create well well designed proposals in minutes.
Nachteile
You must ensure that alllll of the data you may need for a proposal is uploaded. Either that or upload each page individually.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 8.0 /10
ClientPoint for AEs
Bewertet am 14.10.2021
Fairly easy to use and clients appreciate the videos.
Fairly easy to use and clients appreciate the videos.
Vorteile
The ease in which you can add a personalized video to attract attention and help clients put a face to a name.
Nachteile
It can get convoluted when you are simply trying to send a video, as opposed to sending a video with an order agreement
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
My experiences using Paperless Proposal software
Bewertet am 12.3.2018
It lets you keep detailed notes from communication with potential new clients and allows as many...
It lets you keep detailed notes from communication with potential new clients and allows as many employees as you choose to have access to all files and proposals when ever they need to or want to make changes. You can access it from any device including cell phones
Vorteile
It lets you allocate one or as many employees as you want have constant access to recent and all proposals and documents in the system so everyone is kept up to date or if any current changes need to be made notes and changes could be added to the files also anywhere and any time by whoever has access . Environmentally safe cuts pack on paper use, save the trees!!!!
Nachteile
Starting to learn this software was kind of hard for me to start learning to use myself we had to have a trained professional come in and enlighten us and teach us how to properly use this software. But once you get used to using it it is very user friendly.
- Branche: Hausmeisterservice
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Great Tool
Bewertet am 21.6.2016
I've been using the software for several years and it works, just as you would expect. Whenever...
I've been using the software for several years and it works, just as you would expect. Whenever I've had any issue, a call or email, is responded to within minutes usually, and if something can't get resolved on the spot, is is done very fast and a follow up call or email to confirm always follows.
Vorteile
Being able to have everything I need at my fingertips, for any type client or any type work order. The template feature is great, for putting everything you need into the quote, with a single click.
Nachteile
Running reports, could be easier if the categories and status' were better defined
Antwort von ClientPoint
Steve,
Thank you for taking the time out to review our product. Glad to know you like it. We always listen to our client feedback and adapt accordingly. Please let us know how you would imagine the manage section fields to be defined so we can improvise on the section.
Thanks,
Rahat
- Branche: Buchhaltung
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
If you are in sales this is the must have software for proposals
Bewertet am 12.2.2019
Vorteile
If you are in sales this is the must have software for proposals. This software allows you to go paperless when creating, sending and receiving signed proposals that you create according to your expectations and details . it notifies you if your proposal has been opened and viewed and exactly what page(s) the client looked at so you know what questions to ask when you contact them again, its genius.
Nachteile
It would be better if they had a reminder notification that you can set a specific time and date after you contacted someone in case they give you a specific time to call them back you would automatically be notified when the time comes.
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Great software
Bewertet am 27.6.2017
Vorteile
This software is very easy to use and has simplified the proposal drafting process. It is very easy to insert additional pages into the document and preview before sending. Finally, it is also very easy to verify and review your win loss rate. Excellent software
Nachteile
The only thing I do not like about the system is the proposal IDs. We use our own IDs instead of the automatically generated ones however, every time you exit the proposal and reopen, you have to reenter the proposal ID. It's annoying but not a deal breaker
Antwort von ClientPoint
Alana, thanks for your review please contact support@paperlessproposal.com and we are sure we can address your concern around proposal IDs
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
Took our new client presentations to a new level
Bewertet am 26.6.2017
Vorteile
Allows us to gauge our clients interest
In our presentations. Super fast delivery . Being first to the line is often the difference between success & failure. A major marketing benefit for any growing organization.
Nachteile
There is no mobile app. I would like to report writing capabilities improved & forecasting capability needs improvement.
Antwort von ClientPoint
Owen, you're going to love the new Thunder Experience UI with new trend, pipeline, status and activity reports. You will be trained on this by your administrator this month.
- Branche: Hausmeisterservice
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Great user interface and customer service
Bewertet am 26.6.2017
Easy to use, less paper of course, tracking proposals in their pipeline. Stats for keeping track of...
Easy to use, less paper of course, tracking proposals in their pipeline. Stats for keeping track of everything from different market types, regions, average prices, individual sales team won/lost ratios, etc.
Vorteile
Simple to use and set up. Creates professional proposals in minutes that can be revised easily if necessary.
Nachteile
Certain file type modifications need to be uploaded or modified on the developer side. However, they are super quick to respond sometimes within 10-15 minutes of an email.
- Branche: Sicherheit & Untersuchungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Simple and Easy to use
Bewertet am 26.6.2017
Easy to use proposal template that makes sending out a customized proposal very simple and easy. ...
Easy to use proposal template that makes sending out a customized proposal very simple and easy. It always looks like a professional job when you use Paperless Proposal
Vorteile
Quick turn around time for my customers. The video option is very helpful when trying to explain something to your customer.
Nachteile
Needs a mobile app. Being able to input information on the go would benefit our outside sales team.
- Branche: Sicherheit & Untersuchungen
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Very easy to use
Bewertet am 21.6.2016
I have been using paperless proposal from the early stages. It is very easy to create customized...
I have been using paperless proposal from the early stages. It is very easy to create customized pages.
Vorteile
I like Paperless Proposal because it is incredibly easy to use. I like having the archive to review proposal I have completed in the past. I also enjoy knowing when our prospects review the proposal.
Nachteile
Something that I do not like is I do not have the option to sort by the manager or territory that I have completed the proposal for. I would like to see an additional sorting method.
Antwort von ClientPoint
Ashley,
Thank you for taking the time out to review our product. Glad to know you like it.
We can certainly add additional sorting filters for you. Please reach out to your Paperless Admin to contact support@paperlessproposal.com with the changes.
Thanks for your kind words,
Rahat
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
Used the system to submit 95% of estimates to clients/prospects. Very well received!
Bewertet am 10.7.2017
Vorteile
The system is extremely easy to use and gives a more formal approach when sending to customers. Also liked the feature where you could see when the clients opened or looked at.
Nachteile
Didn't connect with our internal system. At times, some of the steps seemed repetitive and wished it would have connected better.
Antwort von ClientPoint
Our new Thunder Experience UI is much easier to use and more intuitive. You will be trained on this from your administrator this month.
- Branche: Hausmeisterservice
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Very user friendly with a massive number of features
Bewertet am 26.6.2017
My average monthly sales have doubled with Paperless insight
My average monthly sales have doubled with Paperless insight
Vorteile
I love the ability to know when the proposal has been opened, what was viewed and for how long. Paperless has more features that I could possibly use.
Nachteile
I disliked the user interface before, but the recently revamped the entire interface and it is quite impressive.
The site does need a strong internet connection or may run very slow.
- Wöchentlich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
I love using Paperless Proposal
Bewertet am 6.3.2018
Paperless is the best software out there it is very user, and environmentally safe to use. It...
Paperless is the best software out there it is very user, and environmentally safe to use. It called also be integrated with other employees so everyone gets notified and is up to date on information at same time.
Vorteile
it lets you do contracts, and proposals via email no more using up paper, or time all day everyday. It files and keeps track of all your business you use it for and you can also add your notes regarding last communication. Very user friendly
Nachteile
It takes a little bit of time to learn how to change over to paperless without having a professional introduce and go over everything with you but once you have it is very easy and convenient to use. Recommend to everyone
- Branche: Telekommunikation
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Great product for companies who send multiple quotes
Bewertet am 28.12.2016
This product makes it easy for all of us who use the proposal documents to ensure consistency while...
This product makes it easy for all of us who use the proposal documents to ensure consistency while having the ability to customize the document. It provides excellent insight on how much time was spent reviewing the proposal.
Vorteile
The ability to see when the client has reviewed the proposal and how long they reviewed it for.
- Branche: Landwirtschaft
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Uspest inspector
Bewertet am 21.6.2016
Overall a very good product, seems to have some server issues and lagging hang up on processing...
Overall a very good product, seems to have some server issues and lagging hang up on processing documents but overall use is good
Antwort von ClientPoint
Brain,
Thank you for taking the time out to review our product. Glad to know you like it. We usually have server downtime during our occasional maintenance windows which are strategically scheduled during the weekend midnights with prior notification to our clientele. Other than those if you face server issue some other time then please contact support@paperlessproposal.com
Thanks,
Rahat
- Branche: Sicherheit & Untersuchungen
- Unternehmensgröße: 10.000+ Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Use it all the time. Very user friendly.
Bewertet am 7.6.2017
Quick turnaround on creating proposals.
Quick turnaround on creating proposals.
Vorteile
Ease of use and customer support. Support is always very responsive. Creating proposals are no longer a chore. Rather, the time it takes to produce one is cut about in half with Paperless Proposal.
Nachteile
Sometimes the connection to the application runs a bit slowly. Also, customization features are a little limited. Not a huge gripe though since this may be a company function more than anything.