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.
(Based on 31 reviews)
Online Document Creation
Create adaptive online documents for view via browser or mobile device.
(Based on 38 reviews)
Create attractive PDF versions of proposals.
(Based on 23 reviews)
Brand proposals and the application's portal with your company's logos and branding.
(Based on 29 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.
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 30 reviews)
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
(Based on 36 reviews)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
(Based on 44 reviews)
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
(Based on 43 reviews)
Push and pull data from CRM to build proposals and update statuses with clients.
(Based on 21 reviews)
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.
(Based on 10 reviews)
Push and pull data from quote applications to build proposals.
(Based on 6 reviews)