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.
(Based on 60 reviews)
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 56 reviews)
Document Builder Interface
Easily search for and add elements to a proposal.
Multiple users can edit a single document.
(Based on 45 reviews)
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
(Based on 40 reviews)
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 54 reviews)
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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 36 reviews)
Couple accepting proposals and signing contracts together in one workflow.
(Based on 42 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 29 reviews)
Push and pull data from quote applications to build proposals.
(Based on 27 reviews)