Proposal software is designed to streamline and automate the proposal and request for proposal (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include CRM, CPQ, sales effectiveness, e-signature, accounting, and e-commerce software to help populate product and service data and record analytics and sale information.
To qualify for inclusion in the Proposal category, a product must:
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PandaDoc is the complete digital document solution, designed for efficiency. Create, send, track, and eSign documents -- all from one intuitive and easy-to-use platform. Supercharge your CRM with our PandaDoc integrations. PandaDoc is an ideal platform for managing organizational documents including proposals, quotes, contracts, HR documents, and more. Create media-rich documents with a single click. Access completed documents from inside the platform at any time. Our clients are consistently reporting on average: 15% higher value per closed contract 30% higher close rates 50% less busy work 100% accuracy & compliance Other features include: Electronic signatures Document insights Seamless editing Templates Workflow automation Content management Configure Price Quote (CPQ) For more information and full product features, visit us at www.pandadoc.com.
Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business. - Reimagine your old decks and PDFs and dream up creative, inspiring communications that look professional and are easy to make with our high-quality Template Library. - Use our interactive pricing tools to give your clients a quote that’s flexible, interactive and adaptable to their needs. Create quote packages, upsell using optional line items, and provide conditional pricing in an interactive format. - Streamline your sales process by using allowing your clients to accept, sign, and pay in one seamless flow. Integrate with HubSpot, Salesforce, accounting tools, and more. - Invite your team and collaborate on the same document at the same. Control exactly who has access, so important documents are never overridden. - Promote or privately share your Qwilr Pages across any device. Update your live content, even after sharing, so typos become a thing of the past. - Get deep insights into what’s making your business tick and course correct accordingly. See how many times your Qwilr Page was viewed, which sections they spent the most time on, and create reports quickly with our Audit Trail. - Take control of your communications with and re-use your favorite sections in a single click or use your company’s template, with your set company fonts and colors.
Nintex DocGen™ for Salesforce, formerly referred to as Nintex Drawloop, simplifies document creation in Salesforce using the same data and documents you use today. This transforms documents into automated business processes that accelerate sales and business results, empowering employees to do more of what they do best. Document generation processes can be activated with the click of a button, by batch, or workflow, with users never having to leave the familiarity of Salesforce. Nintex DocGen for Salesforce helps you accelerate sales and service, by enabling quick sales quotes, order forms, proposals, invoices, contracts, reports, account plans, business/pipeline reviews, forecasts, and account summaries.
- Combine buy-side and sell-side contract management with interfaces built specifically for Legal and their most frequent collaborator – Sales - Give back time to legal and other departments with easy to manage CLM features designed specifically for each department’s needs - Provide your Legal team with a system created specifically for them, while keeping other departments’ primary systems, such as CPQ, CRM and ERP solutions, up-to-date - For Salesforce users, Conga offers advanced capabilities with seamless UI integration, redlining and comprehensive contract management entirely within the Salesforce platform - Full flexibility to store and easily find all your contracts in Salesforce, Conga Novatus, Box, Dropbox, or other systems - Quickly create professional error-free contracts, regardless of length or complexity, customized with rich text and images - Keep a safe and secure cloud based repository for all legal approved clauses in our Clause library - Bundle commonly used clauses together in clause bundles to speed up contract creation and ensure corresponding clauses are always included. - Control which users have access to which clauses and contracts based on user permissions - Automatically route approvals based on workflow rules saving time and involving appropriate parties at the appropriate time.
RFPIO’s cloud-based software helps streamline proposal management efforts in the RFP response process. The trusted solution automates the import and export functions, centralizes content for proposals and security questionnaires, and facilitates collaboration among key stakeholders. At the heart of the user-friendly application is RFPIO’s dynamic answer library enhanced by an intelligent recommendation engine, that provides centralized content and a collaboration hub. Bi-directional integrations with many popular technologies, along with an open API, allow teams to connect instantly to people and content. Reports and dashboards give clear visibility into the RFP process—including project status and progress, and analytics for actionable insights.
Loopio’s RFP response software streamlines the way enterprises respond to RFPs, RFIs, and Security Questionnaires. Why dig through past proposals, chase subject-matter experts, and spend hours updating old content when Loopio can help automate this for you. Book a demo today to find out why our customers are saying that Loopio is "The Best Thing Out There For RFPs".
DocSend helps sales and marketing teams find and share the content that drives deals forward. DocSend's powerful link-based system makes it easy to analyze content performance and get visibility into target accounts. With DocSend, businesses can finally connect content to key business outcomes. Join over 5,300 companies that rely on DocSend to close more deals, faster. Say goodbye to attachments, and hello to more revenue.
Reinventing the Document and eSigning Workflow through intelligent automation, personalized recipient engagement, and the easiest digital signature on the market. GetAccept helps you create and send documents that stand out against your competition. Double your close rate by taking control of the end of your sales process.
Integration | Price | Support | Features With over 83,000 Users in 101 countries, QuoteWerks is the Market Leading sales quoting and proposal solution. What really sets QuoteWerks apart is it's turn key implementation, affordable pricing, legendary phone support, and most importantly the 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, Staples, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes. The Details: QuoteWerks is specialized (CPQ) software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals. QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database. You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Sage 50 - US Edition / Peachtree. QuoteWerks has the ability to group items items using Bundles or Kits. The QuoteWerks Configurator simplifies building a quote by presenting the sales rep with a list of products to choose from step-by-step. The list of products displayed at each step will be based on the previous selection. The lists of products and number of steps are specified when the configuration is setup. One of the main advantages of using the configurator is that once it has been setup, the sales rep can very easily pick products from the lists presented to them, ensuring that the sales rep will not forget to add products they should. Thus, reducing training costs and mistakes. Our IT Industry Solution provides an integration with Tech Data, Ingram Micro, SYNNEX, D&H and more. You can get real-time pricing and warehouse availability from your vendors and using our QuoteWerks Product Content Subscription (powered by Etilize), customer friendly product descriptions, product images, and marketing descriptions. With QuoteWerks you can also submit orders electronically to your vendors and receive order status with shipping tracking numbers, serial numbers and more. With our QuoteValet® Add-on, you know when your customer views your quote and your customer sign electronically - no more signing and faxing, and can collect credit card payment including deposits. It integrates with your Accounting software like QuickBooks, Sage 50 US Edition / Peachtree, or others through 3rd party Accounting add-ons so when those quotes become orders you don't have to re-enter your orders, and those orders can be submitted electronically to your vendors! All of this eliminates costly mistakes. QuoteWerks has been empowering businesses for over 25 years - increasing their productivity and closing more sales by simplifying and speeding up their price quoting/proposal processes in the office and on the road.
ClientPoint formally Paperless Proposal is a cloud-based Sales Enablement and Proposal Generation Solution that allows your sales team the ability to quickly and easily create, send, mange and track, and manage all of your business proposals, contracts, quotes, multimedia eBrochures and more online in minutes. You can add, office word, powerpoint, excel files, pdfs, multimedia videos, websites, google docs and manage your sales reps pipelines reports to see what's in your proposal lifecycle. With our Tracking and Analytics you can see exactly what your prospects and clients have clicked on and spent time looking at, which provides you with insight into their true interests, and allowing you to focus your sales strategy on closing more deals. You get all of this without having to install any software. As long as you have an Internet connection you can make sophisticated proposals in minutes. Your proposals are delivered as a link in an email. There are no attachments, no size limitations, bounce back, trash or spam. The prospect clicks open the proposal and all their activity is tracked, plus with eSignature they can approve the bid immediately online. ClientPoint will differentiate your company and make the sales process productive & efficient, reduce costs and the information you get back with analytics can be a powerful sales tool! Productivity: ClientPoint helps produce winning proposals and other sales related documents quickly and easily. In under 10 minutes you'll create persuasive, client-focused sales documents that are structured and formatted to help you win more business. • Create dynamic proposals • Proposal lifecycle tracking • User friendly • Secure documents • Create Sales Documents Faster — Create winning documents in a fraction of the time. Using CLientPoint, sales people will create a comprehensive proposals in minutes, not hours. • Produce Documents with a Consistent Look & Feel — create documents that match your corporate identity. Proven Results Increase Win Rates One important outcome of implementing ClientPoint will be increased win rates through use of a more persuasive approach to proposal content and organization. Simply automating the process without improving the output does only part of the job. With automation and persuasive content, you will be able to generate a higher volume of proposals. And they will be of a higher quality so that you win more frequently. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify
Quote | Propose | Close Create proposals that win and quotes that close with ConnectWise Sell, the quote and proposal solution of the ConnectWise Suite. ConnectWise Sell is the all-in-one, cloud based quoting software for IT Solution Providers and Resellers that creates quotes and proposals anywhere, anytime. With a quote and proposal automation solution that ties into ConnectWise, you can manage sales for growth, create professional quotes and proposals in minutes, and automatically update your sales pipeline accordingly. ConnectWise was named a Niche Player in the 2018 Gartner Magic Quadrant for Configure, Price, Quote Application Suites. The full report can be accessed here. (https://info.connectwise.com/corporate/announcements/gartner-magic-quadrant) With ConnectWise Sell’s guided quote creation and automated sales coaching, it's easy to create a well-structured sales cycle and ensure that your team adheres to it. Deliver your quotes and proposals via ConnectWise Sell's online, interactive quote delivery system. Clients can customize their order and instantly accept their quote with built-in e-signature capabilities. With ConnectWise Sell, you can: • Pull live pricing from Ingram Micro, Tech Data, Synnex, and more • Integrate seamlessly with Salesforce, NetSuite, Dynamics CRM, Autotask, and ConnectWise Manage • Easily quote Cisco products • Leverage a library of quote templates • Stand out with professional quotes and proposals • Gain control of your sales pipeline • Easily access pricing and availability • Deliver your quotes with a secure, online, and interactive web link • Receive customer approvals with built-in eSignature
For Marketing & Sales team responding to RFPs, you get: #1 A powerful search engine that helps you find, edit, and reuse past proposals & responses in seconds. #2 Your whole team on the same page with centralized, real-time collaboration. #3 Clean dashboards that visualize progress, showing who is working on what, and what needs to be done. In other words, the "process" managed, so you can focus on content. Flexible pricing structure lets you pick the plan that fits your needs and your team.
Practice Ignition combines your proposal, contract and client payment in to one smart document. It helps you win more clients, do less admin and streamline your business. Build proposals in seconds that include your terms of service (contract). Collect payments on your proposals for one-off or recurring payments. Monitor and grow your business with the business intelligence dashboard.
Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Enable your sales reps and channel partners with the guideance they need to find the best solution for each customer. With the strength of Oracle Cloud infrastructure, you can be assured that this revenue gateway is enterprise-grade, performant, and secure. Oracle CPQ Cloud can be deployed stand-alone or in conjunction with leading CRM, eCommerce, Service, and ERP platforms to provide omni-channel customer experiences, while eliminating quote-to-cash friction.
Proposal software for creative agencies and online businesses. Stop fighting with Word, Google Docs, and unruly PDF’s. Nusii is the fastest way to close your next deal. With professional proposal templates, notification system, proposal tracking, and online signing, we know we can help your business grow.
XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care of formatting, layout and numbering. Xait with XaitPorter has 50,000+ users globally. Xait has majority of the larger oil service and engineering companies globally, and 50+ oil companies as clients. In addition, Xait have clients in the CRO industry, ITC, Engineering, construction, and more. XaitPorter is used for a wide variety of documents such as tenders, contracts, license applications, field development plans, well reports, annual reports and more. XaitPorter is built for complex documents and has a built-in workflow to manage teams collaborating on business critical documents. XaitPorter automatically takes care of formatting, layout and numbering. In addition, as XaitPorter is built on a database, XaitPorter ensure that our clients can more efficiently manage, maintain and leverage their content.
Vendavo® CPQ Cloud is a SaaS solution that provides robust integrated guided selling, product and pricing configuration, quotation, proposal and contract support for your business. Whether you are a sales professional looking for real-time information to improve your cycle time, or responsible for profit across a product line or P&L, Vendavo® CPQ Cloud provides capability to easily respond to customer requests – no matter where they are coming from: online or offline, from self-serve or full-service buying channels. And, you’ll know that current pricing, T&Cs, and other supporting documents are being provided at the click of a button. With Vendavo® CPQ Cloud, your sales people achieve improved performance in the quoting cycle, which means more quotes – that are more accurate, and less time spent on administrative burdens. That’s why companies that use CPQ best achieve 5x more growth in revenue than those that don’t. (Aberdeen CPQ Study, Jul 2016: “Powering a Profitable Sales Organization”)
Create winning business proposals & contracts with minimal effort and cost with downloadable software, proposal templates, legal contracts & sample proposals. A single low-cost price for unlimited use - save more with no ongoing monthly fees and free support. With Proposal Kit you can create your own visual design theme or use one of our hundreds of stock designs. The customizable template library includes over 2000 chapters that cover all types of proposals and industries. The included library of sample proposals shows how many types of proposals in many industries have been written using Proposal Kit. And the included Wizard software lets you quickly and easily custom assemble proposals templates for any situation in a visual design of your choice.
Qorus helps organizations create business critical documents more efficiently and accurately. Documents like proposals, RFPs, pitches and reports. Our software is incredibly powerful but highly intuitive and very easy to use. Even the most untechnical of users can quickly create accurate, personalized and compliant documents like - proposals, contracts, RFP’s, pitches, and reports. Qorus runs on Microsoft Azure and integrates with Microsoft Office to enhance document productivity. Our award-winning Customer Success team ensures our customers across all industries get the most value from our software. Qorus Software has offices in Seattle, London and Cape Town. Learn more at www.qorusdocs.com
https://uplandsoftware.com/qvidian/ | 1-800-272-0047 Qvidian RFP and Proposal Automation software empowers enterprises to win more business by streamlining processes, improving productivity, and creating more effective sales documents. Qvidian is the only enterprise-grade proposal automation solution, providing security, compliance and simplicity at scale to more than 1,000 companies and 200,000 users worldwide. Drive efficiency, with a single content library where all assets are stored in approved language and branding. Expedite creating RFP, DDQ, and other questionnaire response drafts by automatically filling in the most relevant answers with AutoFill. Streamline content approvals and build audit trails, with automated, multi-step reviewer workflows. Track and measure KPIs, with custom analytics dashboards. After launching Qvidian, on average, clients report a 40% increase in productivity, 30% reduction in RFP response times, and 28% increase in win rates.
KBMax is redefining CPQ & ecommerce for companies globally. Our product configurator is the only one that can handle complex business rules, 3D visualization, real-time pricing, CAD automation & integrations. This end-to-end solution results in an awesome buying experience, a faster sales cycle & a more efficient manufacturing process.
Proposal Software, Inc. (PSI) has the world’s most powerful proposal software and sales enablement tool that facilitates quick, accurate, and secure responses to proposals and questionnaires. Some of the largest financial, asset management, healthcare, and technology companies use PSI to streamline their RFP and RFI processes, empowering their businesses to manage high proposal volumes with lean teams. With PSI, you can easily search for approved content in a centralized database, create proposals in minutes in the assembly center, and streamline approvals with your subject matter experts - all with a few clicks. We also offer robust reporting, integration with Salesforce and your other CRM systems, and a mobile option for untethered access to the data you need, when you need it. We offer both on-premise and cloud-based solutions to meet the needs of our customers. As a result of working with PSI, you’ll be producing more high-quality proposals than ever before. Not only is our technology best-in-class, you won’t find a more experienced team of people in the industry. Our consultant teams have decades of experience as proposal writers and managers themselves, so they’ve walked the walk in the industry and provide unique insight to help you improve your business and performance. To ensure you achieve your goals when launching PSI, we provide expert consultants to walk you through implementation and a dedicated Customer Success Manager to ensure you’re getting maximum value from the partnership for years to come.
Create proposals in minutes without leaving Microsoft Word. SmartDocs brings state-of-the-art proposal automation tools right into Word's intuitive and user-friendly environment, making it so easy to learn and use. This means less writing, eliminating mistakes, and winning more proposals. Automate document creation. Collaborate, Customize, and Track.
Privia© is the industry-leading solution for bid, capture and proposal management. We provide leading commercial organizations, government contractors and teaming partners with an integrated document management, best practice workflows and productivity tools in a common workspace. Whether you are a large enterprise or a small or medium-sized organization, your ability to effectively manage your new business pipeline and collaborate efficiently on proposals is critical to your success. Privia's products and services are designed to support the process of bidding on—and winning—new business. Privia’s software solution will help your team perform simultaneous virtual reviews of documents and graphics. Seamless integration with Microsoft applications such as Office, Excel, PowerPoint, Project and Outlook allows your bid team and contributors to work within familiar tools. This integration also eliminates the need to save document versions outside of Privia. Users can effortlessly publish emails and documents from these applications directly into Privia workspaces. Integration with Salesforce extends Privia’s value even further. Privia's team of proposal managers, volume leads, technical writers and editors, and production leads can join your next proposal effort in any stage of the process. Our consultants have several years of proposal experience and are ready to help your organization win. Our professional services offering combine the best technology and people to boost your win rate and maximize your team’s potential.
TACTON – BRIDGE THE GAP BETWEEN SALES AND MANUFACTURING Tacton’s intelligent configuration engine – a model-based constraint solver – lets you configure sophisticated products in a flexible yet completely accurate way. Tacton’s configurator can then automatically generate fully priced, accurate sales quotes and BOMs containing many thousands of components – helping keep your business a well-oiled sales machine. The solution drives revenue growth and profitability by making it simpler and faster to sell complex products Tacton focus is on anticipating and meeting the needs of innovative manufacturing businesses, particularly those engaged in smart manufacturing (Industry 4.0) initiatives. The flagship product, Tacton configurator, synchronizes engineering and production with sales. The solution’s intuitive browser-based application simplifies defining product configuration rules, and in updating them as products change.
The #1 rated cloud CPQ platform. Verenia CPQ is the only omnichannel CPQ that brings together CPQ, Self-Service, Sales Portals, and B2B2C eCommerce, all under one platform. Trusted by leading companies like Yamaha Motor Company, Bennington Marine and Rise Broadband, Verenia CPQ has all the power and scalability to support the growth of all businesses. It is the only all-in-one cloud CPQ solution that includes Guided Selling, Product Configuration, Proposals, Sales Portals and more to take your business to the next level.
DealHub Sales Engagement & CPQ Platform is a unified solution that delivers consistent sales engagements at every step of the sales and prospecting processes, enabling sales and buyers to meet, engage and collaborate online on relevant, personalized and dynamic content, while gaining real-time insights on buyers’ engagement and disposition. DealHub operates natively within Salesforce.com CRM and offers: • Configure-Price-Quote (CPQ) • Document Generation • Contract Management and Redlining • E-signature • Real-time Engagement Analytics • Predictive Sales Playbooks • Interactive Content Sharing and Engagement DealHub.io is trusted by fastest-growing technology companies, including ThoughtSpot, SalesLoft, Sisense, Looker, Clicktale, Tipalti, Dynamic Yield, INFINIDAT, Kaminario and AlgoSec. DealHub CPQ is a built-in dynamic quote generator that enables sales to create quotes, contracts and sales collaterals at the touch of a button. Rule-based templates automatically customize documents and their contents based on region, language, customer profile, product and any other chosen parameters. DealHub CPQ lets you embed customized sizing, margin and ROI calculators directly into your guided selling process. These calculators, together with DealHub’s rule-based configurator, ensure your sales reps and channel partners deliver the right solutions at the optimal price points.
Cincom CPQ™ is a configure-price-quote solution that dramatically improves the buying experience for your customers. Beginning with product configuration, Cincom CPQ creates real-time pricing and quoting of those configurations and delivers a proposal on the spot. With expert knowledge at their fingertips, your sales reps and dealers have everything they need to win more business and your customers have everything they need to make a buying decision quickly.
As the industry's most secure document collaboration solution for enterprise and government, our clients tell us they are more efficient, more secure, and their teams more engaged when they use Huddle! With Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Huddle syncs all of this activity across all of your devices - so no matter where you, your team, or your clients are, you're always connected to the latest updates. - Break through the firewall. Secure external collaboration with partners and clients is simple with Huddle. - Huddle keeps everyone synchronized to the latest document revision and updates, across all of their devices. - Edit your documents in Microsoft Office (including O365), and Google G-Suite, then sync to Huddle to manage collaboration across your business and with clients. - Take the complexity out of managing your projects. Assign tasks and set approvals against your documents, and easily track progress. - Stay connected to the conversation. Every document in Huddle has its own comment stream. @mention individuals or entire teams to keep the conversation connected to the content. - Lower TCO than Microsoft SharePoint
iQuote Xpress is a web-based SaaS application which enables businesses to automate their sales estimating process using the latest internet technology. Sales personnel is able to easily and quickly generate sales proposals which are more detailed, accurate and include product marketing information. iQuote Xpress users enjoy an enhanced image as professional communication is consistently delivered to the customer.
Octant’s powerful capture, proposal management and IDIQ task order management off-the-shelf software – combined with business intelligence, capture, proposal and contract automation and governance capabilities – helps unite business and technology, enrich collaboration, and optimize business performance.
PleaseReview™ is quite simply a revolution in the collaborative review and co-authoring of documents. Whether you need to review or co-author documents within your department, across the enterprise (inside or outside the firewall) or with your customers, partners and suppliers, PleaseReview expedites the process within its secure, structured and controlled environment.
Axiom Sales Manager is a web-based sales application that empowers sales efficiency for both your sales force and sales management. With Axiom, your sales force effectively creates quotes and proposals for their customers while you effectively administer your sales force, your product pricing and your sales pipeline.
Managing proposal resources is never simple. Meridian for Proposal Teams smoothes out the procedures by giving Proposal Managers the tools they need to keep the schedule moving towards a successful delivery while providing the all-important subject matter experts with the ability to contribute in a timely and friendly way to the overall proposal effort. Here are just a few of the significant features and benefits: View and track proposal efforts at a glance Search and Publish to reusable content libraries Work on Proposal Volumes in a collaborative workspace Build and manage virtual teams Common document formatting Accountability with checks and balances
Quotegine is an online tool that enables you to create dynamic and professional business proposals. Quotegine proposals are much more powerful than a standard Word document. They are easier to create, have more features, are interactive and provide trackable results. Quotegine allows for team collaboration on sales proposals as well.
It’s like hiring the most responsible office assistant you can imagine for a fraction of what an office assistant costs. And it does the job the way you want it to. Every time. ResponsiBid allows you to quickly build proposals in any service field, particularly carpet cleaning, window cleaning, pressure washing, window tinting, and solar panel cleaning... but the custom items area will allow you to build a proposal for anything you can imagine. ResponsiBid then automates the follow-up and aggregates the data so that you know where you are getting the best leads and customers. Some of our features include: - Proposal total customization - Price floors for certain geographic and/or building sizes - Automatic trip charge inclusion - "Call screen" inputting of callers allows you to either give anonymous bids, quickly find existing customers, or start a bid to be finished later - Pricing adjustment in any conceivable way - Commercial or residential bids - Full reporting on all quotes over time periods - Automated follow-up or follow-up reminders to admin users to make phone call follow-ups - Website integration for leads to get instant quotes-- or to begin a quote - Block competitors from getting quotes on the website - CRM integration allows your quotes to generate prospect profiles in your customer management software - A bidding hub that puts all prospects into an actionable sequence
RFPMonkey.com makes responding to RFPs so easy a monkey could do it! Well, not an actual monkey, but that's the idea. Use RFPMonkey to create libraries of reusable content, manage that content, track and manage RFPs, and use your library content to quickly respond to your RFPs.
This solution is ideal for sales professionals that want to spend more time selling and closing deals and less time authoring documents. If you are tired of searching through old documents for the best content, tired of cutting and pasting, and tired of struggling with formatting problems, then our Internet-based system, Sales Document Builder, is the perfect solution for you.
VISIBLETHREAD DOCS Document analysis and sales proposal software tool for Proposal Management Teams and Contract Teams. It instantly pinpoints non-compliant content and poor readability in your sales proposals and contracts. - Shred RFPs & contracts and create a compliance matrix or responsibility matrix in minutes - Cross reference RFPs and proposals for compliance and scan contracts for risk indicators - Improve document readability and ensure single tone of voice for your proposals & contracts CUSTOMERS Boeing, Accenture, Engility, General Dynamics, Lockheed Martin, and many more. TESTIMONIALS "The immediate impact of signing with VisibleThread was that we were able to complete compliance matrices much faster. Where we might have taken up to 6 hours to convert a 70 page document, we now convert that document in minutes." Tom Barth - Director Bids & Proposals | Rapiscan Systems "We have had VisibleThread inside our organisation for a couple of years now. It has decreased the time it takes us to develop a compliance matrix for the bid process by about 50%. We more recently are incorporating its use into contracting as well. We have seen 80% decrease in amount of the time it takes to shred a contract and develop a matrix that allows us to evaluate our performance against that contract." Holly Meyer- Business Development Director | Noridian Healthcare Solutions BENEFITS - Scans MS Office and PDF documents. - Shred RFPs & Contracts in Minutes - Automatically Generate a Compliance Matrix - Automatically generate a Responsibility Matrix - Reach Faster Bid/No-Bid Decisions - Ensure Compliance by Spotting Gaps & Risks - Speed Up Readability Proofing and Editing - Ensure Alignment on Win Themes - Extract Acronym Definitions & Occurrences in the Document - Reduce “Scope Creep” due to Ambiguity in RFP/Bid Response - Identify Federal Acquisition Requirements (FAR) and Flow-Down Clauses
RFP technology platform built to solicit exact and measurable responses. DirectRFP solves the key RFP management challenges experienced by procurement professionals. DirectRFP is the only solution that allows procurement teams to easily create, share, structure, measure, and analyse RFPs to find the best and exact solution for their business needs without the ambiguity and confusion of traditional paragraph-based answers. Offering a 60% reduction in creation time and 50% reduction in costs.
EasyPQQ cloud based bid, proposal & tender writing software makes the task of completing a pre-qualification or tender easier, whether it's a PQQ, RFP, RFI or ITT, thanks to its ability to: store & manage your pre-qualification & tender knowledgebase >> find previous responses or commonly required information >> automatically suggest answers to questions >> manage and review content from multiple contributors >> allow multiple users to work on a submission concurrently >> store, find & attach Partner profiles & CVs >> store, find & attach project profiles & case studies >> generate branded documents at the touch of a button >> Save time, improve quality, win more work With its powerful search engine indexing all of your previous content, you can say goodbye to continuously searching for answers that you know that you’ve used somewhere before. EasyPQQ can automatically suggest the most appropriate responses, which you can use, modify or reject. EasyPQQ is a web based platform, so your team can collaborate on the same live document from wherever they are. Users have access to approved content from a shared library resulting in an increase in document quality. Document management becomes simple; assign questions to the most appropriate members of your team, see which questions have been answered, which need approving and keep track of all the changes made. When your documents are complete, EasyPQQ can output them using your company brand look and feel, putting an end to the problem of collating multiple documents supplied in different formats. Irrespective of industry, business or document type, EasyPQQ saves you time, increases the quality of your documents and helps you win more work. EasyPQQ – it’s like having an extra member in your team.
Estimo is RFP response and proposal creation software that streamlines your sales process by keeping all your sales data (estimates, clients, rate cards, products and project performance) in one place. With Estimo you can create, deliver and e-sign your proposals quickly and efficiently. Who uses Estimo? Anyone who sells products or services: account managers and business developers; marketing, digital, and creative agencies; builders, lawyers, freelancers, consultants, and event organisers… any business that need to create accurate, customised proposals and track projects profitability.
Expedience RFP and Proposal automation software helps your team create beautiful proposals and responses to RFPs quickly and easily. The implementation is completely developed and contained within Microsoft Word with no outside software beyond Word's native components and structures. Expedience Software is developed by the creators of Pragmatech's RFP Machine and Proposal SmartDocs. The ideal solution for RFP/Proposal response, questionnaires, and compliance review using only one software platform - Microsoft Word. Book a demo today to learn why our customers enjoy using Expedience RFP and Proposal Automation solutions.
Koneka's Document Engineering Platform leverages workflow, business rules, rich content definition and Natural Language Processing / Machine Learning to support the assembly, modification and production of large and complex documents that draw content from a variety of sources, and require input from many contributors.
ONtility ProTM is designed to speed up and enhance the sales process. Easily crunch the numbers, generate professional sales proposal materials, and manage your sales activities. ONtility ProTM helps you focus on what really counts: identifying your customers` needs, designing smart solutions, and getting new business on the books.
PitchPerfect enables users to build high quality, fully branded pitch and BD documents in seconds, pulling content from a single CMS (MS SharePoint). Add, edit and move content from within Microsoft Word and PowerPoint, without using a wizard-based or online system, simply by using the dynamic PitchPerfect ribbon. Search through and insert content easily with configurable search fields and our inbuilt preview tool. Record pitch data to automatically create visualisations and reports.
PleaseCompose brings structure and control to the document creation process. It works on the premise that users are more comfortable working within a Microsoft Word environment to generate documents. By using DITA principles to facilitate content reuse in the Word environment, templates are generated from which new documents are created, complete with structure such as layout, heading levels etc., and other Word attributes.
Plus23 Modern Proposals is a collaboration and online proposal software designed for small medium businesses. Sellers and buyers interact and collaborate inside each proposal in a pre-sales setting. Features: Automate with templates and e-Signature. Delegate to co-workers with built-in team collaboration. Collaborate with Prospects to save time for both sides. Benefits: Sellers are responsive to buyers and efficient with proposal management.
ProposalGENie is an easy to use web based system which automates the writing of your sales proposals; a critical tool to which sales people rarely devote sufficient attention. ProposalGENie allows your sales team to create, in minutes, a fully personalised and tailored sales proposal which your prospective customers will find highly professional and appealing. ProposalGENie is proven, time and again, to initiate startling increases in sales.
Proposal Manager is a modular proposal management solution that allows for the complete management of RFPs for virtually any industry. This robust application is designed to be integrated with your existing ERP or MRP system, empowering your sales team to have accurate product information on-demand.
With the Proposal Studio software, you'll get business proposals and responses to RFQs to match your corporate branding . This tool allows to optimize the time spent writing proposals commercial , to perpetuate and share good practice. The software facilitates the selection and customization of all texts, images and documents of commercial proposals and responses to tender with free form or shape which (private markets, public procurement).
Bidding on government contracts, or RFPs, can be a tedious and time-consuming process. It is absolutely vital to be accurate and competitive in your pricing. The last thing your business needs is to be denied a contract due to defective pricing. RFP requirements often include special reporting formats and data submissions. If you are using a homegrown or spreadsheet based pricing system, these types of requirements can take lots of manpower to complete. There is a better way! Your pricing tool shouldn’t hold you back; it should have your back. PROPRICER’s proposal pricing software replaces those complex, error-prone spreadsheets of the past. Changes that took days or weeks to process can be done with PROPRICER in a few simple keystrokes. Some of PROPRICER’s benefits include: - Streamlining the contractor’s proposal pricing process standardizing pricing - Saving time; the user can respond to more RFPs in less time and win more contracts. - Offering a collaborative working environment. Multiple pricers and estimators can work on different aspects of the pricing at one time. - Producing custom reporting and outputs required in the RFP - Updating a rate once and have it reflected throughout the proposal. - Eliminating formula errors that can happen in spreadsheets
TAS has extensive responsibility experience in analyzing business requirements, developing the RFP specifications and requirements, setting tasks and duties for the project team, reviewing and scoring vendor proposals, working as a member of the contract negotiation team and assuring vendor compliance with contracts.
Routzy is an acclaimed iPad CRM app that squeezes the functionality of several specialized business programs into one centralized, do-it-all sales center. This mobile, agile app helps you turn leads into customers on the go. Make your sales in the field with nothing more than your iPad! From forms to sales calls and from quotes to routing, Routzy does it all.
SalesDoc Architect brings togetWhy choose SDA buttonher product configuration, pricing andwatch SDA in action document generation into one platform, so you can build and generate comprehensive proposals and other critical sales documents in minutes, and with only a few mouse clicks.
ScopeSmart is a unique tool that leverages historical data to improve new business proposals. ScopeSmart provides a clean, modern interface with easy-to-use templates to develop proposals with deliverables, roles & rates... while also allowing freeform entry for highly customized projects.
SmartGrant software is designed around a collection of key profiles that will aid in the proposal preparation and award management functions. With carefully developed profiles, the lion's share of the data required to complete federal (and most state, local and foundation) proposals will automatically flow into sponsor forms, thus relieving investigators and sponsored research administrators from this mundane task.
With our proposal software, you can automate your proposals process - freeing your team to focus on the critical details and win more business. Easily find and use the content you need for every opportunity, collaborate more effectively, ensure you're bidding the best resources possible, and monitor your progress anywhere you are!
SupplierSelect is a platform which provides support to buyers and consultants with the RFP project lifecycle. Users can create and publish surveys for vendors to complete. A message board tool allows users to communicate securely with vendors. Automated scoring and auditing tools are provided.
TenderEyes™ is a robust and functionally rich solution that addresses all of the organisation’s needs with regard to submitting detailed, fully approved and winning tenders. It becomes the focal point in the organisation for managing tenders and improves the effectiveness of your teams and will improve your success ratios.
VARStreet will give you an attractive and professional quote, complete with rich content, images and technical specifications, for the consideration of your customers. It has features like up-sell and cross-sell suggestions, which will maximize your potential sell through.
WeSuite provides lead management, powerful & flexible quote & proposal generation, real time reporting, in-the-field quoting & surveying, in addition to over 10 software modules targeted for business improvement. WeSuite solutions provide immediate ROI & ongoing savings along with excellence in training & ongoing support.
WinCenterTM provides the competitive edge you need to manage your business. Our proven 5-phase Business Winning process is embedded in the software, allowing you to easily manage your opportunities, action items, documents, artifacts, graphics, resumes, reporting, color reviews, and gate reviews—all from a single location.