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Paperless Pipeline

Paperless Pipeline is a cloud-based contract management and sales pipeline tool designed for small to medium-sized businesses. It helps streamline processes by automating tasks, tracking communications, and managing proposals and contracts in one place, improving collaboration and reducing administrative burdens among teams. The software also provides real-time visibility into sales performance and customer relationships.

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Reviews and Ratings of Paperless Pipeline

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G2 Rating

4.6 (21 Reviews)

SaasGuro Rating

Overall 2.9 (74 Reviews)
Value for Money
Ease of Use
Support

Capterra Rating

4.8 (10 Reviews)

What verified reviews from expects say about
Paperless Pipeline

Insights from field experts about Paperless Pipeline from first hand

D. Lee

I've streamlined my sales process with Paperless Pipeline - its intuitive workflow management and seamless integrations have boosted efficiency and reduced errors, allowing me to focus on what matters most: closing deals.

J. Moore

Underwhelming experience with Paperless Pipeline - its clunky interface and limited customization options hindered my ability to efficiently manage sales pipeline, resulting in wasted time and frustrated clients.

G. Lee

I've been using Paperless Pipeline for months and it's revolutionized my sales process. Easy to use, streamlined workflows, and seamless integration with our CRM have increased efficiency by 30% and reduced errors significantly.

C. Johnson

I was underwhelmed with Paperless Pipeline's clunky interface and lack of features, despite its promise as a pipeline management tool. Inconsistent reporting and limited customization options made it difficult to streamline my workflow.

D. Harris

I'm thoroughly impressed with Paperless Pipeline's user-friendly interface and streamlined workflow management. Its robust features have significantly reduced my time spent on quote-to-order processes, allowing me to focus on sales growth. The customizable pipeline views and automated work...

L. Moore

I've found Paperless Pipeline to be a game-changer for our sales team. The seamless integrations with other tools and the customizable workflows have streamlined our entire process, saving us time and reducing errors. The user-friendly interface has also increased adoption rates among our ...

C. Harrison

I've been utilizing Paperless Pipeline for several months now and I'm extremely satisfied with its performance. The user interface is intuitive and easy to navigate, which has significantly streamlined our procurement process. I appreciate how it automates repetitive tasks, such as quote t...

Paperless Pipeline is best fit for these top industries

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Manufacturing

Manufacturing industry software for production planning, quality control, and supply chain management. Advanced solutions to monitor processes, ensure product standards, and track materials. Trusted by manufacturers to support reliable and high-quality production.

Hospitality

Hospitality industry software for hotel management, guest services, and booking operations. Top solutions to handle reservations, manage staff, and improve guest experiences. Trusted by hotels and resorts to support efficient and welcoming hospitality services.

Agriculture

Agriculture industry software for crop management, livestock tracking, and supply chain operations. Advanced solutions to monitor growth, manage resources, and ensure sustainability. Key tools for efficient and productive farming practices.

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Frequently asked questions about Paperless Pipeline

Find answers to the most relevant queries to be able to make decisions right away.

What is Paperless Pipeline?

Paperless Pipeline is a CRM and proposal management tool designed for sales teams, specifically for the construction industry.

How does Paperless Pipeline help with proposal management?

Paperless Pipeline provides a centralized platform to create, edit, and manage proposals, including templates, pricing, and custom content.

Is Paperless Pipeline customizable?

Yes, Paperless Pipeline allows users to customize templates, add company branding, and tailor the software to their specific business needs.

Can I integrate Paperless Pipeline with other tools and services?

Yes, Paperless Pipeline offers integrations with popular tools like Google Drive, Dropbox, and QuickBooks, as well as APIs for custom integration.

How does Paperless Pipeline track sales pipeline activity?

Paperless Pipeline allows users to create and manage a sales pipeline, including stages, tasks, and deadlines, providing visibility into sales activity and progress.

Is Paperless Pipeline secure?

Yes, Paperless Pipeline is built on a secure platform, with data encryption, two-factor authentication, and regular security updates to protect user data.

Can I access Paperless Pipeline from anywhere?

Yes, Paperless Pipeline is cloud-based, allowing users to access the software from any device with an internet connection.

How does Paperless Pipeline handle collaboration and communication?

Paperless Pipeline allows teams to collaborate on proposals and sales pipeline activity through commenting, task assignments, and email notifications.

Is there support for multiple users and user roles within Paperless Pipeline?

Yes, Paperless Pipeline supports multiple user accounts and customizable user permissions, making it suitable for teams of varying sizes.

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