seProposals Reviews & Product Details

There are so many things that I love about our program! Ease of use, surprise tools around every corner, the template features (less typing!!), and the informational dashboard. I enjoy being able to use it at home when someone needs a proposal in a pinch in the evening or weekend. It beats running in to the office after hours! Our whole office loves the proposal system! Review collected by and hosted on G2.com.

There really isn't much room for dislike. The system will glitch on a rare occasion (it says OOPS...) but it's very rare and when we email for help, we receive a response back impressively fast!! Even more impressively from a different time zone!! Review collected by and hosted on G2.com.

Me and my team work on proposals that combine a specific set of products that our company manufactures and integrates, along with products from other companies, as well as the services needed to integrate and service them over the solution lifecycle. "Automating" such solutions proposals is therefore quite difficult, because the configuration of products and services is variable for each customer, and our sales teams customize each proposal to reflect the specific configuration that they have designed and are pricing.

seProposals' best and most salient characteristic is its focus. With it, our sales teams can pull content for the products and services that they are proposing, add content from third parties, modify our standard service content to ensure that each proposal is customized for the specific solution, and deliver it in an attractive, branded package--all without the help of a proposal manager or other proposal professional to help guide the process.

We've tried other proposal automation platforms in the past, and they've erred on the side of trying to do too much. Either they try to handle solicited RFPs and unsolicited sole-source proposals all at once (driving up tool complexity and user learning curves beyond tolerance), or they try to address the entire sales process, from opportunity identification through sales capture (requiring the entire company to shift processes to accommodate the tool).

seProposals focuses specifically on automating the content and format of unsolicited, sole-source proposals. This attention to a specific use case enables it to be slotted into an existing sales process without having a ripple effect on the rest of the organization, and enables sales teams to speed up their delivery of sole-source sales documents while leaving their RFP process unaffected. While seProposals can be modified to address RFP content as well (and we have plans in that area), we use it specifically for our large sole-source business, and it meets that need beautifully.

The other strength to seProposals is the company itself. SalesElement "gets" proposals. Their sales team anticipates issues, suggests solutions based on their experience with other customers, and proactively develops customizations and enhancements to address specific pain points. We've been able to work with them in an open and transparent partnership throughout our implementation of seProposals, and I've always found them to be responsive to our needs--often above and beyond our expectations. Review collected by and hosted on G2.com.

Any issues that I've found in seProposals or SalesElement are more attributable to the complexity of our requirements, than to any limitations of the tool. Review collected by and hosted on G2.com.

The SalesElement team work with our company to develop the system we've been using now for over 8 years. We utilize the seProposals system for our everyday quoting/binding of insurance proposals. The system is easy to use and to train new employees. We have had relatively few instances of the system being down and in those rare occurrence, the salesElement team is in constant contact with us to resolve the issue. We've had the same salesElement team working with our company since the beginning, which ensure they understand our needs. Review collected by and hosted on G2.com.

No dislikes at this time. Review collected by and hosted on G2.com.

I like that the tool is user friendly. It does what it says it can do. Review collected by and hosted on G2.com.

I would prefer if there was save and finish later option in the input user form Review collected by and hosted on G2.com.

Time and attention to detail. They never close and they don't fatigue in the process. Review collected by and hosted on G2.com.

There is nothing about this system that I don't like. Review collected by and hosted on G2.com.