Outbooks Proposal vs. PitchPower Comparison Chart

EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration SELF-SERVE SALES PROPOSALS Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required.

Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.

Cut response times by up to 90%. Optivalue.ai automates information discovery and drafting, freeing experts for the high-impact personalization that wins bids. It acts as an expert librarian for your knowledge base. Submit a questionnaire and get a complete, source-verified draft in minutes. Every answer is a verified fact, with precise source citations (document, page, date) for perfect traceability. You don't just answer correctly—you prove it. It's an engine of progress for your organization. Optivalue.ai performs a gap analysis to identify weaknesses in your documentation. The proposed improvements build your team's expertise. By following these recommendations to update your internal documents, you drive lasting progress across your entire organization. Enterprise-grade security compliant with GDPR, HIPAA, ISO, and FedRAMP ensures your data is safe. All plans include unlimited users and projects. Start your 14-day free trial. No credit card, no commitment.

AlsoThere is a global subsidiary-on-demand service that enables companies to conduct business, sign contracts, issue invoices, and collect payments in another country within as little as 48 hours without establishing a permanent physical or legal presence, while the vendor retains full control of customer relationships and the sales process. It operates as the vendor’s local representative across 40+ countries, handling local legal compliance, tax regulations, and fiscal requirements so companies can present local proposals, process purchase orders, generate compliant invoices in local currency, and manage multi-country sales consolidation seamlessly. Through its unified operational platform, AlsoThere reduces the costs, risks, and complexities associated with traditional expansion models such as direct sales, setting up subsidiaries, or working with distributors, while offering flexible programs like the Partner 3.0 model to optimize partner and distributor relationships.

Create accurate proposals from anywhere in under 2 minutes using hi-res imagery, energy analysis and 3D shading tools in Pylon's intuitive design studio. Pylon is the only solar design software to give you high-resolution imagery in-app with no monthly fees. Identify dates of concern and track shading impact throughout the year using Pylon's award-winning 3D Solar Shading toolkit. Help your team better understand customer consumption patterns and maximize self-consumption using Pylon's load profile and interval data analysis. Analyze load profiles & interval data. Close more solar proposals with interactive Web & PDF proposals, native eSignatures and a payment processing gateway. Fully integrated solar CRM designed to integrate with your solar design software and convert proposals. Get 2-way SMS and email, communications with your team, lead management, and ready-made deal pipelines with Pylon Solar CRM.

Our AI Docs contract automation software empowers small and midsized businesses to efficiently create, execute, and manage their contracts and sales documents with simple rules. These organizations rely on AI Docs to help them save labor, improve quality, and increase revenue. One of the features that sets AI Docs apart from other contract management solutions is its ability to capture your unique document and business rules through traditional logic and artificial intelligence. This enables your less contract-savvy users such as salespeople to generate customer agreements fast and error-free. AI Docs also provides a frictionless native electronic signature process and easy access to your contract data in a secure cloud environment hosted at Amazon Web Services (AWS). AI Docs, Inc. is a veteran-owned company based in the Chicago area which makes every effort to be the most accommodating vendor in the contract lifecycle management (CLM), proposal, and ROI software space.

Docmosis is a self-hosted or SaaS template-based document generation solution.  Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.

Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.

8am is the professional business platform designed to help law firms, accounting firms, and associations run more efficiently from intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, 8am unifies firm management, billing, and client engagement in one connected ecosystem. Its solutions automate administrative tasks, streamline compliance, and accelerate cash flow so professionals can focus on delivering exceptional client outcomes. With enterprise-grade security, seamless integrations, and award-winning support, 8am empowers professionals to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am’s technology to power their practices and simplify operations. Built for the way modern firms work, 8am helps you reclaim time, reduce complexity, and drive sustainable growth.

QuickFee (ASX: QFE) is a leading provider of payments, financing, and accounts receivable automation solutions for professional services firms, including 40% of the IPA Top 300 firms. Our platform is designed to streamline the Accounts Receivable process and accelerate revenue growth by integrating multiple online payment options and powerful invoicing tools within your practice management system. With QuickFee, firms can significantly reduce aging receivables, improve cash flow, and increase client spending. Clients can easily make payments using credit or debit cards, ACH/EFT transfers, or QuickFee's exclusive financing solution that allows them to spread payments over 3 to 12 months—while firms receive full payment upfront without incurring additional costs. Operating in the United States and Australia, QuickFee focuses on delivering scalable and affordable solutions backed by exceptional customer service.