Customizability: Variables and Fields
Define fields to pull in dynamic information.
(Based on 113 reviews)
Template Creation and Flexibility
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
(Based on 115 reviews)
How well the platform supports images, audio, and video in proposals.
(Based on 93 reviews)
Online Document Creation
Create adaptive online documents for view via browser or mobile device.
Create attractive PDF versions of proposals.
(Based on 114 reviews)
Brand proposals and the application's portal with your company's logos and branding.
(Based on 112 reviews)
Users can create new contracts within the platform using built-in document creation features.
Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
(Based on 37 reviews)
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
(Based on 25 reviews)
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
(Based on 30 reviews)
Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
Contracts can be stored in a central online repository with built in search capabilities.
Integrations / APIs
The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Document Builder Interface
Easily search for and add elements to a proposal.
(Based on 110 reviews)
Multiple users can edit a single document.
(Based on 86 reviews)
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
(Based on 82 reviews)
Ability to import sales and marketing collateral built outside of the solution
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
(Based on 15 reviews)
Overall storage and organziation capabilities
Track who is looking at proposals and how often or for how long.
(Based on 101 reviews)
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
(Based on 87 reviews)
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
(Based on 92 reviews)
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 104 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.
(Based on 89 reviews)
Couple accepting proposals and signing contracts together in one workflow.
(Based on 80 reviews)
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.
(Based on 61 reviews)
Push and pull data from quote applications to build proposals.
(Based on 42 reviews)
Ability to present to a prospect in-person
(Based on 5 reviews)
Virtual presentation capabilities via sharing screens
Not enough data available
The option to present live on a mobile device
(Based on 7 reviews)