Customizability: Variables and Fields
Define fields to pull in dynamic information.
Template Creation and Flexibility
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
How well the platform supports images, audio, and video in proposals.
Online Document Creation
Create adaptive online documents for view via browser or mobile device.
Create attractive PDF versions of proposals.
Brand proposals and the application's portal with your company's logos and branding.
(Based on 8 reviews)
Document Builder Interface
Easily search for and add elements to a proposal.
Multiple users can edit a single document.
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
Ability to import sales and marketing collateral built outside of the solution
(Based on 22 reviews)
Overall functionality of building unique sales and marketing collateral within the product
Pre-built templates for fast and simple content creation
Ability to search through all content to easily find necessary collateral
Overall storage and organziation capabilities
Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
(Based on 16 reviews)
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral
Notification as to when a prospects interacts with a piece of collateral
The level of engagement for a specific account based on the presented collateral
How frequently sales teams use a particular piece of content and its effectiveness
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
(Based on 12 reviews)
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
Push and pull data from CRM to build proposals and update statuses with clients.
Not enough data available
Couple accepting proposals and signing contracts together in one workflow.
API / Integrations
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Not enough data available
Push and pull data from quote applications to build proposals.
Ability to present to a prospect in-person
Virtual presentation capabilities via sharing screens
The option to present live on a mobile device