Customizability: Variables and Fields
Define fields to pull in dynamic information.
(Based on 143 reviews)
Template Creation and Flexibility
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
(Based on 147 reviews)
How well the platform supports images, audio, and video in proposals.
(Based on 127 reviews)
Online Document Creation
Create adaptive online documents for view via browser or mobile device.
(Based on 23 reviews)
Create attractive PDF versions of proposals.
Brand proposals and the application's portal with your company's logos and branding.
(Based on 142 reviews)
Document Builder Interface
Easily search for and add elements to a proposal.
(Based on 134 reviews)
Multiple users can edit a single document.
(Based on 17 reviews)
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
(Based on 121 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
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 129 reviews)
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
(Based on 133 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 124 reviews)
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
(Based on 132 reviews)
Push and pull data from CRM to build proposals and update statuses with clients.
(Based on 74 reviews)
Couple accepting proposals and signing contracts together in one workflow.
(Based on 102 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 54 reviews)
Push and pull data from quote applications to build proposals.
(Based on 57 reviews)
Ability to present to a prospect in-person
Virtual presentation capabilities via sharing screens
Not enough data available
The option to present live on a mobile device