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 software, CPQ software, e-signature software, and accounting software.
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.
With Conga Composer and Conga Collaborate (formerly Octiv), transform your document generation and create processes that connect all parts of your business. Gain the power to generate accurate, beautifully designed digital documents — both traditional and web-based. Share them and collaborate online to optimize customer engagement.
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.
- 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.
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".
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.
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.
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
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.
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
Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals, to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.
DealHub is an award-winning Sales Engagement and CPQ platform that delivers a personalized buying experience at every step of the sales and prospecting funnels. DealHub enables Sales reps and buyers to meet, engage and collaborate online on relevant, personalized and dynamic content, while gaining real-time insights on buyer engagement and disposition. From simple to complex, DealHub’s CPQ software allows sales teams to configure quotes and proposals faster with fewer errors. By minimizing administrative tasks and allowing sales teams to focus on engaging more effectively with buyers, DealHub helps sales operations reduce the sales cycle and increase revenue. DealHub operates natively within Salesforce CRM and Microsoft Dynamics 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.
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.
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.
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.
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.
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.
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”)
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.
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.
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.
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.
Tacton’s manufacturing software solutions connect customer with product and factory for smarter business. By putting customers at the heart of the process, we focus on their needs, enabling better sales and more efficient operations. Drawing upon 20 years of AI research, our constraints based configurator goes beyond CPQ, transforming the way you do business - letting your customers build relationships with their clients, not just products. With global manufacturing expertise, we work with partners such as ABB, Bosch, Caterpillar Propulsion, Daimler, MAN, Mitsubishi, Siemens, Toshiba and Yaskawa. Tacton is headquartered in Stockholm, Sweden, with additional regional headquarters in Chicago, USA, Karlsruhe, Germany, Warsaw, Poland and Tokyo, Japan.
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.
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.
Oneflow offers a powerful sales tool that automates the last mile of the selling process. Sales teams use Oneflow to accelerate the sales cycle and increase the hit rate with interactive e-contracts - speeding up the negotiation flow 10x with "live editing" and making it easy for the prospects to sign from any device.
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.