Alternatives to Capture2Proposal

Compare Capture2Proposal alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Capture2Proposal in 2024. Compare features, ratings, user reviews, pricing, and more from Capture2Proposal competitors and alternatives in order to make an informed decision for your business.

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    DocSales

    DocSales

    DocSales

    DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.
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    Zomentum

    Zomentum

    Zomentum

    Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.
    Starting Price: $99/month (up to 2 users)
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    reDock

    reDock

    reDock

    reDock uses AI and machine learning to automate content and data search tasks, allowing anyone on your team to find the right information without SME chasing or drowning in irrelevant results. Quickly find the most suitable information from across all your data repositories and software systems, easing RFP frustration and helping your team win more proposals, get more projects, earn more revenue and grow your business.
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    R3 WinCenter for GovCon

    R3 WinCenter for GovCon

    R3 Business Solutions

    R3 WinCenter is a proposal management software specifically designed to meet the ever-evolving needs of proposal professionals who are working on complex RFP response. Integrating capture and proposal management into a single system, R3 WinCenter streamlines and automates the work of all participants across the GovCon Business Development Lifecycle. R3 WinCenter delivers six core capabilities: knowledge asset management, opportunity lifecycle management, capture management, proposal management, teaming partner engagement, and reporting and analytics.
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    Octant

    Octant

    Octant

    Consistent execution of repeatable proposal processes throughout the opportunity lifecycle can help enhance your organization’s capture and proposal management performance. Octant doesn’t just help organizations collect data – it turns it into meaningful information. Information that can inform, influence and facilitate decision-making in the life cycle of business development and beyond. Octant’s ability to achieve this is lies in its Business Development Lifecycle and Maturity Model, which are tied to proven industry best practices. Octant employs a step-by-step, guided process to help improve the efficiency and effectiveness of an organization’s sales and proposal capabilities. The Octant Business Development Lifecycle addresses key fundamentals of planning, preparing and ultimately positioning an organization for the best chance at a win.
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    Meridian for RFP Analysis
    Meridian for RFP Analysis is a reliable request for proposal (RFP) management solution for state, federal, and local bids. Available with on-premise deployment and supports Windows operating systems, Meridian for RFP Analysis helps your organization by providing critical proposal artifacts needed to develop a winning proposal. By leveraging Meridian for RFP Analysis, you can create comprehensive proposal outlines and perform efficient requirement analysis on any RFP document. Available on all our products at a per license, annual agreement and includes the following benefits. Unlimited Phone Support. Unlimited email Support. Major version upgrades at no cost. Priority notification of product updates. Access to weekly training webinars. Invitations to Beta testing and product round tables. Build a compliance matrix and cross references with Meridian for RFP Analysis.
    Starting Price: $98 per month
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    XaitAI

    XaitAI

    Xait

    XaitAI aims to significantly increase the quality and efficiency of the proposal process. Ideal for complex tenders, proposals and documents where teams make faster, more informed bid decisions and skip the “blank page” delays. Quickly analyze bids, surface key decision points and delegate tasks. Quickly identify relevant content suggestions and save time. Eliminate doubt and hesitation from the decision and writing process. XaitAI offers a significant opportunity for time savings, especially for teams focused on large, complex bids, tenders and proposals. Unlike a “search,” XaitAI understands, assesses and suggests based on what it learns from your business data. We envision XaitAI as a business tool that works as an aid and supplement to the bid analysis and proposal development process. By learning and understanding your data, and how you use it, XaitAI can identify patterns and trends to make better suggestions.
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    Catapult

    Catapult

    Catapult HQ

    Catapult™ is an all-in-one Request for Proposal solution that streamlines procurement departments through repeatable workflows and automation. With Catapult you can create and respond to new opportunities, evaluate and score responses, and, deliberate over contract terms. In addition, you can collaborate with team members over question structure or responses as you build and manage your content library to expedite RFP responses. With Catapult’s workflow automation clients have reduced the time it takes to respond by over 90% while increasing output by 66% with the same headcount. You too can experience these same results while increasing your confidence in the effectiveness of your questions or the quality of your responses for any RFP engagements in a quick and efficient manner that is unique to Catapult subscribers.
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    Orbidal

    Orbidal

    Orbidal

    Growth-focused enterprises are using Orbidal’s proven methods, best practice responses and competition insights to move their average scores of 60% to winning scores of 90% and over. Our complete bidding system brings together the content, tools and strategies you need to produce successful bid submissions time and again. It’s built on insights and expertise from over 7,000 successful international proposals and uses machine learning to drive your bid success further. Too many enterprises are in the dark about how bids are marked and what’s involved in achieving a 90% winning score. Intelligent content, winning templates and multiple tools integrated into Orbidal guide you through the basics to achieving higher scoring responses consistently. All RFP responses are stored, giving you the starting point to bid, win and repeat, again and again. The platform’s systematic approach lets you engage with colleagues readily and gather contributions with ease.
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    Nibaal

    Nibaal

    Nibaal

    Nibaal offers you the advantage of detailed and well-crafted proposals to win that business deal. The proposal software platform enables you to draft, manage and send business proposals, efficiently. Develop proposals in both offline and online mode without worrying about synchronization. Nibaal’s Synchronization feature provides automatic syncing of the data available in your PC & online. Create proposals with active collaboration from other users. Collaborate and work as a team on a proposal with Invite Member feature. Our team studies your business requirement and provides software that is tailor-made for your distinct needs. It is customized in a way to offer the best proposal solution for your organization.
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    Proposeful

    Proposeful

    Proposeful

    Proposeful is the perfect solution to send proposals and contracts, track when clients open them and close sales faster with electronic signature. Proposeful is the perfect business proposal software to write beautiful proposals and share them with clients quickly. With our business proposal software you'll know when a client opens your proposal and how long they spend on each part of it. Let clients accept your proposals with just a few clicks. Connect Proposeful to your CRM and thousands and other tools to automate your proposals. Invite unlimited users to your account and let them reuse proposal templates and easily close deals. Organize and search proposals with tags and see how well they've performed. Know how clients interact with your proposals with our intelligent reports. Every access is tracked and you can learn how long your client spent on each part of your proposal. All of our templates are fully customizable.
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    TenderEyes

    TenderEyes

    Tradax Group

    One powerful platform to support your tender and bid management process, goals and activities. Transform your working ways and win outcomes. Intelligently manage your opportunities qualification, sales pipeline and resources. Rapidly mobilize projects and automate information requests, response and approval activities. Quickly generate structured directories of content for easy use, updating and improvement. Effectively create wider team working, talking, sharing, learning and innovation. Integrated Public Procurement Portals and smarter opportunity identification, qualification tracking and approval. Dedicated secure library with auto-population, easy search and access to tender documentation, questions and responses.
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    Proposal Architect

    Proposal Architect

    Fedmarket.com

    Federal government proposal writing is treated like a mysterious stepchild by many companies. For these companies, the process of writing a response to a federal Request for Proposal (RFP) is not a process at all. Rather, it becomes a series of chaotic events culminating in a last-minute crunch the day (and night) before the proposal is due. All of this chaos is focused around the Proposal Manager (if you have one) who can produce most of the proposal but not the critical technical solution to the customer's problem. Most proposals win because of a customer-centric, compelling technical approach, and producing the approach is usually the center of the chaos. The Proposal Architect uses a table-driven approach to developing a technical solution to a customer's problem. Suggested formats for work breakdown structures are provided and then converted to linked tables of task and subtasks to generate a detailed outline of the technical approach.
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    ProposalPad.com

    ProposalPad.com

    ProposalPad

    Using ProposalPad you can respond to new business opportunities with greater efficiency, higher productivity, and the consistent quality proposals and presentations you desire. ProposalPad is a unique online proposal system developed for small business owners that makes it easy to create professional-quality project proposals. Why pay for a proposal template when this PDF proposal service allows you to quickly and easily develop your own personalized proposals? Just upload your company information, services, and logo once, and you're ready to start creating proposals that will put you ahead of the competition. The settings dashboard lets you know exactly where you stand. How many testimonials, and references you have listed and what percentage of your proposals have been accepted. Manage all of your contacts in one place. You can even import your contact list from other applications to prevent too much additional work.
    Starting Price: $18 per month
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    Relevant Match

    Relevant Match

    Relevant Software

    Relevant Match is a desktop app that measures the progress of your written proposal compared to the RFP/Solicitation key points. Developed over 20 years of working proposals. It jump starts your key themes, then keeps you on target. Competitive proposals are scored, not read. Relevant Match examines the work statement like a fingerprint, then calculates a match score and keeps track of each version, so you can rewrite and mature the proposal efficiently. Upload your Word or .PDF documents in just two clicks. One more click launches the analysis feature giving you insight into the proposal. The whole cycle takes about 15 minutes, so you can run the analysis as quickly as you make changes in your proposal. Easily communicate progress to executives and teams. No in-app advertisements, no bloatware, and no connection to the internet. It’s designed to be used in any situation where your proposal must be protected, including in a SCIF environment. Save time, save money, boost Pwin!
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    Bidsketch

    Bidsketch

    Bidsketch

    Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before.
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    XaitWebProposal
    XaitWebProposal guides you through the creation of custom mini-websites without a web developer. Ideal for sales and proposal teams looking to save time, engage buyers and keep the conversation flowing. Engagement provides opportunity insight. XaitWebProposal delivers a unique and fast way to stand out from the competitive crowd. Content and layout have important roles to play, XaitWebProposal governs both automatically for professional, on-brand documents. More engagement means more opportunities, XaitWebProposal automates the construction of mini-sites based on your content and layout to save time. Interaction accelerates the sales cycle, XaitWebProposal’s interactive experience keeps the conversation flowing.
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    PROPRICER

    PROPRICER

    Executive Business Services

    Our estimating and pricing tool captures every piece of information related to developing cost proposals, then allows you to manipulate the data to provide cost breakdowns and roll-ups any way you choose. Our government proposal software saves detailed historic pricing data for reuse and future reporting. Pricing teams can develop new cost proposals faster by tapping into the data and rationale behind previously successful proposals. With days of formula validation and checking eliminated, pricing teams can use the advanced pricing features to find the perfect project scenario and price. Gain new levels of confidence knowing your pricing formulas, structure, and user permissions are all locked down in one uniform database.
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    Kytes PSA

    Kytes PSA

    Kytes

    Kytes PSA is an enterprise-class low-code/no-code software platform for digitizing & automating business processes for project-based industries like IT Software & Services, Consulting & others. The key capabilities include Opportunity Management, Project Estimations & Automate Proposal Making, Project & Delivery Management, Project Financials, Resource Management, Timesheets and Leave Management, Billing Automation, and New Product Development (NPD) for Pharma & others. Some key differentiators are integrated rule-based Workflow Management, Estimation Engine, Proposal & Documents Editor, Resource Allocation Engine & so on. ProductDossier PSA provides the following outcomes: 1) Improved Project profitability by 5-10% 2) Improved resource utilization resulting in higher overall revenues 3) Reduced DSO by generating accurate invoicing on-time 4) Increased winnable proposals due to accurate estimations
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    Clientjoy

    Clientjoy

    Clientjoy

    Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.
    Starting Price: $149 one-time fee
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    ProjectMark

    ProjectMark

    ProjectMark

    Nothing brings out the worst in a team then working on an RFP response with a tight deadline. Due to the technical nature of AEC design and construction proposals, they require a lot of technical staff, combined with marketing staff. Countless hours are spent writing and re-writing proposal responses. Hunting for information that's already been submitted takes away from focusing on the current proposal. Creating tailored responses to a specific client's project is what ultimately leads to a shortlisted proposal. Our proposal software starts with smart content creation or capturing content once digitally, make it easily searchable, and re-usable to populate your custom proposal responses quickly. Imagine a tool that makes proposal creation easy. Field staff, project managers, marketers, and executives can collaborate seamlessly to create an amazing proposal.
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    Proposal Kit

    Proposal Kit

    Cyber Sea

    Businesses small to large and individuals like yourself in every industry have been using Proposal Kit to create their business proposals, quotes, plans and contracts for over 20 years. Order now, download and get started in minutes. No ongoing subscription fees. Free support is included. Proposal Kit is well suited for tough times like these. Save costs with a single low-cost purchase instead of incurring ongoing monthly fees. All our proposal packages include templates and layouts for all types of businesses and situations including healthcare and medical, transportation, logistics, security, pitching new business opportunities, business restructuring, crisis management, etc. Our staff is available to assist in helping you put together any kind of proposal document you need. Install locally or on your network or cloud. Contract and proposal writing for any business. Proposals and contracts for many situations. 15,000 page content library.
    Starting Price: $69.00/one-time/user
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    Proposable

    Proposable

    Proposable

    Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow with just a few clicks and go from spending hours on customizing new proposals to just minutes. Wow, your clients with beautiful proposals stand out above the rest. Add video and rich media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact. Stop chasing down payments after your proposal is accepted. Turn on proposal payments to collect your initial payment instantly. Your client simply follows the steps, review, accept, pay and your done! Easily connect to the products you already use to manage your sales data to enable a seamless sales proposal workflow. Dynamically create proposals from your CRM opportunities and push proposal events back into your CRM for better visibility of all your in-progress deals.
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    Zbizlink

    Zbizlink

    Zbizlink

    Zbizlink is a dynamic, cloud-based proposal management tool that combines six core business applications. More than just a proposal management tool, it’s engineered to ease government and commercial proposals and support the full business development lifecycle with numerous super-smart, time-saving features – RFP Parser, global autofill, role-specific dashboards, customizable templates – and much more. Real-time dashboard and easy integration with third-party tools. We help proposal teams Finish proposals faster, Zbizlink can be accessed from a PC, tablet or cellphone. Intelligently simple RFP response.
    Starting Price: per user per month
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    QuoteRobot.com

    QuoteRobot.com

    QuoteRobot

    QuoteRobot makes it easy for web professionals to write winning proposals, invoices, and contracts. Our professionally designed proposal, invoice, and quote themes help you look your best. Rather than using a word processor, use one of our hand-crafted themes or create your own. QuoteRobot mines line item data from your quotes, invoices, and proposals to help you know what to charge for every item, automatically. Start from scratch, or use of our pre-written proposal templates to get your quote out the door more quickly. Save past proposals to use as templates for repeat pitches. Email your potential client a proposal with an optional PDF attachment and they can approve it on your own subdomain with a single click. Easily generate a detailed timeline of your project, complete with payment milestones so your clients know when to pay you to keep things moving.
    Starting Price: $19 per month
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    Virtual Proposal Center
    The Virtual Proposal Center (VPC) is a collaborative, browser-based application enabling a geographically dispersed, multi-partner proposal team to have a common work center with access to the tools and information needed to create successful proposals. VPC is above all easy to use, secure, and flexible. Intuitive document, workflow and configuration management features, combined with a powerful search tool, make VPC an indispensable part of the proposal development process. Founded in 1996, Intravation has grown to become the premier provider of easy-to-use, collaborative proposal management tools. We are dedicated to helping our customers increase their productivity and improve their quality through more efficient proposal management. We provide a flexible, easy-to-use, web-based, collaborative content development solution. We constantly enhance our product based on feedback and suggestions from our customers.
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    Qorus

    Qorus

    Qorus Software

    Create business-critical documents more efficiently with Qorus. Qorus helps sales and business development teams bridge the content gap by offering powerful, intuitive pitch, proposal and content management solutions. With Qorus, teams can create accurate and up-to-date pitches, proposals, contracts, RFP responses, and more. Qorus is available on premise and in the cloud. Qorus proposal management software empowers your team to create tailored responses for proactive proposals, presentations, pitches, RFIs, RFQs and RFPs 5X faster. Whether you work in Managed IT Services, SaaS, Professional Services, or Legal, our proposal management software is purpose-built to help you stay competitive and simply win more business. With 50% of proposal management software users reporting increases in the number of requests received in 2022, it’s important to track prospect engagement for smarter, more relevant follow-up communication.
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    Privia

    Privia

    Privia

    Privia is the government contractor’s go-to solution for developing high-quality, stand-out proposals faster and easier. What makes Privia unique? Privia is designed specifically for the proposal team; to facilitate the process workflow, synchronize the teams assignments and deadlines, and empower team collaboration. Over 10,000 users from small, mid-size, and enterprise organizations leverage Privia every day to improve productivity, save time and deliver the proposal quality today's evaluator's demand for the win.
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    iQuote Xpress

    iQuote Xpress

    iQuote Xpress

    Most proposal automation and quoting software requires days of training or paying for help from an IT consultant with a Ph.D in APIs just to get started. But with iQuoteXpress (IQX), we do the heavy lifting to rapidly deliver a customized, integrated, and fully supported sales proposal and quoting solution. It’s a configure, price, quote system that's easy to roll out and easy to use. Your sales proposals should reflect your brand values. IQX tailored proposal templates will help ensure a consistent look and feel for every quote you put in a customer's hands. We’ll build a custom, branded dashboard for your quoting software, and load your catalog of products, services, pricing schedules, even your customers and accounts. Sales enablement requires analytics, and we’ll deploy the back-end tracking tools to give you complete oversight, and help ensure no proposal or business opportunity goes missing.
    Starting Price: $39 per year
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    NiftyQuoter

    NiftyQuoter

    NiftyQuoter

    Creating and managing proposals by NiftyQuoter online proposal software can easily save you 50% of your time. Three kinds of templates: theme templates, content templates and pricing templates. Combine these, make some custom changes if needed, and you can send it to your client by email right via NiftyQuoter. Or you can always create your own template. Customize the design of templates to match your brand with just a few clicks of a mouse. You can even change the colors of background images, headings, text etc. easily. You can reply to their comments readily via NiftyQuoter online proposal software and they will be able to see your reply in real time. Stop using Word, start using NiftyQuoter proposal software!
    Starting Price: $19 per month
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    Expedience Proposal Software

    Expedience Proposal Software

    Expedience Software

    Automate your best practices, processes, and standards to guide your proposal writers, sales teams, and subject experts. And don’t worry, it’s so easy to use they will use it. We would love the opportunity to help you quantify the impact your business can expect from investing in Expedience Software. Click here to request a Return on Investment (ROI) calculation. In this 15-minute session, we will ask 20 simple questions to assess and grade your current proposal quality and scalability. Manual proposal processes are likely costing you far more than you realize. These models waste time and kill the productivity of proposal writers, sales team members, senior staff, and subject experts. Worse yet, mistakes and inconsistencies may be actually losing you opportunities that you would otherwise be winning.
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    SendSites

    SendSites

    Third Social

    The hospitality sale is about matching your proposal to the planner’s vision for the event. SendSites enables sales managers to quickly create interactive proposals that make your property stand out. Many proposals will be viewed on a mobile device. Make your first impression with high-impact visuals and videos that look great anywhere on any device. SendSites proposals automatically adjust to screen size and look fantastic. It’s worry-free and makes you look like the pro you are. SendSites is built for salespeople. Our mission is to empower sales teams to deliver marketing-quality content with the flexibility needed to close deals in the real world. With SendSites, you don’t need to be a designer to produce beautiful proposals that really sell your property. Because we focus on hospitality sales, know your workflow, and provide hands-on support, you’ll never be stuck trying to do marketing work. SendSites streamlines proposal development so you can focus on selling.
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    ZoomInfo InboxAI
    ZoomInfo InboxAI (formerly Komiko) is the number one AI-based customer success solution for Salesforce. With ZoomInfo InboxAI, businesses can retain and expand accounts through strengthening customer relationships. As an email integration software, ZoomInfo InboxAI captures all emails, meetings, and relevant client information and analyzes opportunities to recommend playbooks. ZoomInfo InboxAI also accurately predicts potential churn so teams can act fast to turn deals around and close them. With InboxAI, you can sync your sales teams’ email inboxes directly to Salesforce. No more manual updates in Salesforce. Gain full visibility into engagement with Accounts & Opportunities. Achieve improved Pipeline Management. It’s a win-win.
    Starting Price: $19.00 per user per month
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    Vendavo

    Vendavo

    Vendavo

    We help B2B organizations like yours optimize pricing and sales and achieve predictable, profitable outcomes – and realize your unlimited commercial potential. How? By putting our world-class people, processes, and technology to work. Explore our best-in-class solutions for unlocking the unlimited commercial potential of your products or services, proven in practice by market leaders the world over. Vendavo Pricepoint is a cloud-based dynamic price management software solution that enables organizations to bring together all the relevant pricing-related information across their business in one secure place. Pricing teams set and manage pricing strategies in the form of user-configurable rules and calculations. This flexible pricing logic can then scale across their catalogs of products, regions, countries, channels, and customers to ensure that the price is always right, no matter the context.
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    Nulius

    Nulius

    Nulius

    Get used to Nulius' editor in no time. Seamlessly migrate and start creating your proposals with no learning curve at all. Choose the template and cover that fits best your proposal, insert pricing tables, your logo or any other image and adapt the smallest details of it. Everything that happens with your proposal gets recorded, so you can easily see the progress of closing. You'll get an email for the most important events as well. Live notifications when your prospect opens, accepts or denies your proposal, so you can react fast and win. Save time with custom fields, use formulas for automatic calculations and updates. Reuse content whenever possible with our Content Library and never write the same content twice. Insights that help you engage your clients. Know how much time your client has spent reading the proposal, segmented by page and version. Find out who's your best performing teammate and get detailed reports for any period.
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    Estimo

    Estimo

    Estimo

    Kick-start estimates by using templates and utilising off-the-shelf content. Reduce the overhead of creating proposals that still feel bespoke. Everyone can work on the same proposal together, at the same time. Updates are automatically saved and recorded in a comprehensive changelog. Avoid project resourcing issues through the clear tracking and visualisation of project progress. Create, access and edit proposals wherever you are – from your computer, tablet or mobile. Graphical visualisations, notifications and live activity feeds help you to stay on the ball with actions across your team. Store frequently sold products and services in one place, so that they can be quickly re-used. Define internal instructions, enabling junior team members to work autonomously. Invite, manage and remove users. Assign permission schemes that reflect their role within the estimation process.
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    Workspace

    Workspace

    TapChief

    Create proposals, manage projects and send invoices, all in one place, with Workspace. Manage leads and win more clients with beautiful proposals. Organize leads into groups with custom labels. Create proposals from existing templates and save to reuse later for different clients. Collect project requirements with custom forms shared on email or chat. Manage multiple projects on one dashboard. Track progress across projects and zoom in on details to address risks. Customize stages and properties to match your project lifecycle. Add team members and invite clients to share updates in real-time. Breakdown projects into tasks and milestones. Scope your projects by creating tasks from templates or previous projects. Assign tasks to teams, create sub-tasks and set due dates. Track your tasks in a calendar, board or list view and filter by assignee or project. Create invoices, manage your finances and get paid, on time.
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    erxes

    erxes

    erxes

    We offer a single solution for sales, marketing, and customer service teams, with a focus on the entire customer experience. Our mission is to provide equal opportunities for growth for all types of businesses and help them achieve greater output. Leverage growth marketing and scale your business with Growth Hacking. Convert your prospects into potential customers with Email & SMS Marketing. Never miss a potential lead by capturing them with customizable Pop-ups & Forms. Drive leads to a successful close with our Kanban-style boards in the Sales Pipeline. Coordinate and manage all your customer interactions in the Contact Management. Identify qualified leads and increase sales effectiveness with Lead Scoring. Stay in sync with your customers and staff through Team Inbox. Connect with your customers in continuous omnichannel with Messenger. Educate both your customers and staff with Knowledge Base.
    Starting Price: $20/month
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    GetAccept

    GetAccept

    GetAccept

    GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.
    Starting Price: $25 per user per month
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    LeadLander

    LeadLander

    LeadLander

    Identify anonymous website visitors with LeadLander. Take a peek at some of the key features of one of the industry's leading website visitors analytics' solutions, LeadLander. Better decision making is possible with LeadLander’s intuitive dashboard design. With information readily available at your fingertips including recent visiting companies and in some cases, recent individual visitors, you have a snapshot overview of who’s visiting your website. LeadLander provides specific details about each visitor on your website, their journey through your website pages, as well as company details including website, address and phone number. This powerful information arms sales, business development, and marketing teams with the strategic insight to focus on their prospecting and lead follow up initiatives to maximize sales opportunities. You are able to identify the pages most viewed by your website visitors to validate the success of your inbound and outbound marketing efforts.
    Starting Price: $75/month
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    Ascend

    Ascend

    Mindbox Studios

    Ascend provides the sales tools your team needs to succeed. Get bids done right. Close deals faster and improve the accuracy of your team's estimates. Improve visibility, leverage historical data, and improve project margins with easy-to-use software tools. Reduce quote turnaround time and increase the accuracy of your estimates. Generate proposals using templates and spec docs for quicker signoffs. Get visibility into your pipeline and anticipate capacity issues sooner. Link your systems for easy access to all of the customer info.
    Starting Price: $25 per month per user
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    ExecAtlas

    ExecAtlas

    Equilar

    ExecAtlas empowers dealmakers, business development professionals, and sales teams with cutting-edge relationship intelligence. Tackle the crucial “last mile” challenge, equipping your team with the right information at the right time to win deals. Bridge the gap between data and actionable insights, putting relationships at the center of every deal. Identify “who-knows-who” by mining organization data, and syncing CRM activity with executive and board relationship maps to identify who can influence deals in your pipeline. Track executive and board member transitions, empowering you with real-time updates on key leadership changes within target accounts. Shorten sales cycles through access to key decision makers and influencers at target accounts and discover new business opportunities within your contacts’ network. Access over 2.5 million board member and executive profiles and 360+ million professional connections all on one platform.
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    RFPflow

    RFPflow

    Aavenir

    RFPflow, Source-to-Pay Enterprise Applications: Do more with ServiceNow. Modernize procurement operations using AI and Digital Workflow that automate manual work, increase productivity, and enhance visibility. Intelligent Source-to-Pay Applications for ServiceNow Customers. Digitize sourcing, contracting, procurement, and accounts payable processes on the ServiceNow for greater compliance and control over costs. Request For Proposal Management. Accelerate the vendor qualification process using milestone-based RFX-to-Award workflow and collaborative vendor scoring. Aavenir's easy-to-use Request for Proposal Management (RFP) solution streamlines the sourcing cycle and accelerates supplier qualification for strategic supplier engagements. Why Streamlining Sourcing is Critical to Success? The pressure to speed forces 63% of CPOs to skip reviewing market intelligence or introduce bad trade-offs, such as lower supplier quality, higher costs or contract proliferation.
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    VisibleThread Docs

    VisibleThread Docs

    VisibleThread

    Increase Your Win Rate by 9.8% and save 66.7h per proposal with VT Docs. Our document analysis software for proposal and contract teams is used by 9 of the top 15 U.S. government contractors. Boeing, General Dynamics, Northrop Grumman and others use it to improve compliance and efficiency. It allows Bid Center Teams to: - Shred RFPs & Create Compliance Matrices in Minutes - Ensure Compliance by spotting Gaps & Risks - Extract Acronym Definitions & Occurrences - Remove Ambiguity & Confusion - Make Faster Bid / No-Bid Decisions - Ensure Alignment on Win Themes - Reduce ‘Scope Creep’ in RFP/BID Responses - Identify Federal Acquisition Regulation & Flow-Down Clauses
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    Dealcode

    Dealcode

    Dealcode

    AI Guided Selling Software: for B2B and SaaS Sales Teams! Dealcode analyzes your CRM and identifies success patterns in your sales process. Learn how your pipeline health is doing, which deals are at risk and how to increase your sales teams productivity with AI Guided Selling. Dealcode is a SaaS company that develops and provides an AI Guided Selling solution for B2B sales teams. By using artificial intelligence it helps to minimize subjective components in the sales process, enabling sales teams to close deals faster and more efficiently. Existing CRM systems are analyzed based on 150 factors to determine the perfect sales process - making Dealcode the world's first system that uses machine learning to determine a custom winning formula for each company and customer. The result: revenue and growth become more predictable, sales efficiency measurably increases, and resources remain stable.
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    FinListics ClientIQ

    FinListics ClientIQ

    FinListics Solutions

    Move the deal forward, hone in on sales intelligence that allows you to demonstrate your solution’s value throughout the buyer’s journey. FinListics' ClientIQ a leading platform to help today's sales professionals elevate their sales and develop meaningful business cases leading to larger ROI's. This powerful tool gives you the edge to identify opportunities through company and industry-specific insights. With FinListics' ClientIQ you instantly have the facts, figures, and industry-specific knowledge to speak the language of your buyers. C-Level executives expect you to understand their company's key business issues. With FinListics ClientIQ, our clients find they can develop stronger relationships with those decision makers by speaking to what matters most. With business insights that capture the executive buyer's attention, clearly demonstrate the benefits of your solution. 79% of our clients report stronger relationships with executives.
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    Sofon Guided Solutions
    Software for quick and easy Proposal generation, Product Configuration, Pricing, Quotation and Order creation. For more than 20 years we help companies with our standard CPQ Software to grow whilst reducing costs and improving quality. We make complex sales processes of companies repeatable and scalable. This ensures standardization, guaranteed, consistent quality and the ability to do much more with the same capacity. Sofon aims to ensure that its customers make the broadest and deepest possible use of its solutions in their organization, so that they get the maximum return from Sofon.
    Starting Price: $30000.00/one-time
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    Tango

    Tango

    Tango

    Tango brings together all the essential aspects of project operations into a single URL shared by you and your client. This single URL includes the proposal, the contract, communications, and change request management. invoicing & payments. Tango saves you 1 hr/day by streamlining your mundane "account management" tasks. Set a goal for your AI-Form and watch as it dynamically asks questions to gather high-quality information that helps you gain clarity. The sign-ready proposal, is customizable with scope, terms, payment and contract all in one. Configurable payment terms that are automatically enforced to collect payment faster, enhancing cash flow. We built Tango to fit into the workflows of creative freelancers & agencies of all shapes and sizes. Tango is currently used by a wide array of shops - web design, branding, and digital marketing.
    Starting Price: $25 per month
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    SAP CPQ
    SAP CPQ (formerly CallidusCloud CPQ): Provide a richer customer experience by empowering your sales team and partners to offer complex product configurations, optimized pricing, and great-looking proposals. With the SAP CPQ solution, you can offer the right product at the right price and time, and accelerate sales through any channel by seamlessly connecting SAP CPQ to any CRM or ERP platform. Help sales reps sell through more channels faster by eliminating order errors, generating proposals instantly, and providing customer- and channel-specific pricing. Establish intelligent, integrated sales processes to generate quotes faster, simplify approvals, cut sales cycles, and free staff to focus on sales. Improve business insights to maximize sales opportunities, increase cross- and up-selling, and optimize pricing, while protecting margins.
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    XTEN-AV

    XTEN-AV

    XTEN-AV

    We at XTEN-AV, have one aim: to transform the professional AV experience; amazing designs, winning proposals and everything in between. We achieve that by implementing the latest software technologies such as cloud computing, artificial intelligence & machine learning. We want to empower the AV system integrators and designers to achieve 10x more, to increase productivity by 10x, 10x more revenue, 10x more profits and 10x more satisfaction and happiness.