Alternatives to ClientPoint
Compare ClientPoint alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ClientPoint in 2026. Compare features, ratings, user reviews, pricing, and more from ClientPoint competitors and alternatives in order to make an informed decision for your business.
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Expedience Software
Expedience Software
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. -
2
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
3
XaitPorter
Xait
XaitPorter is the benchmark team co-authoring and document automation software solution. Ideal for complex tenders, proposals, reports and other high-impact, high-value documents. Implemented by major corporations around the world. XaitPorter is a cloud-based solution that provides complete control over the document production. The functionality includes built-in workflow, easy reuse of content and automatic formatting, layout and numbering. -
4
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.Starting Price: $29 / month -
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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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RocketDocs
RocketDocs
From creating and responding to RFPs, RFIs and Questionnaires to assembling and configuring Proposals, Contracts and Sales Collateral, our platform of solutions makes it easier than ever to share, collaborate and create winning responses. We’ve thought of everything when it comes to our platform’s tools and features including scalability, personalization and workflow. Our core features include custom workflows, real time tracking, and capability for unlimited projects. To top it all off, our core features are included in all of our solution offerings, so you always have access to world-class functions that help you work at top speed and efficiency. -
7
QorusDocs
QorusDocs
Create business-critical documents more efficiently with QorusDocs. QorusDocs helps sales and business development teams bridge the content gap by offering powerful, intuitive pitch, proposal and content management solutions. With QorusDocs, teams can create accurate and up-to-date pitches, proposals, contracts, RFP responses, and more. QorusDocs 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 QorusDocs’ QPilot (QorusDocs AI Assistant), QorusDocs further accelerates content research, content generation and continues to simplify collaboration within sales, bid, marketing and business development teams to deliver business critical documents. -
8
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 -
9
OneMob
OneMob
Create video, build microsites, run campaigns, track everything and sync back to your CRM. Recording a video can be stressful. OneMob makes the recording process as easy and versatile as possible. The best-performing videos are as personal as possible. Need a way to make and send personalized videos to dozens or hundreds of customers? OneMob makes it possible. Try our robust sales engagement platform to create more meetings, pipeline and revenue! Upload, manage and maintain all your sales and marketing content. Build company and client branded, personalized web pages of content. Send up to 2500 personalized emails, amplified by video. Generate branded links and share them through any channel. Track opens, clicks, watch time, document downloads, button clicks, etc. Collect text and video responses, all logged back to your CRM.Starting Price: $20 per month -
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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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Talewind
Talewind
Talewind is a service-enabled proposal software platform that transforms complex sales document workflows into efficient, repeatable processes tailored to your business needs using hands-on configuration and ongoing support. It automates document generation so teams can create proposals, statements of work, and contracts in minutes instead of hours by answering a few guided questions, eliminating manual formatting and reducing errors. Talewind centralizes content in a searchable knowledgebase to simplify RFP/RFI responses, maintain brand consistency, and ensure accuracy while enabling dynamic pricing and configure-price-quote (CPQ) capabilities for scalable, rules-based quotes and orders. Talewind also provides a digital sales room to showcase content in a branded, one-stop buyer experience with engagement tracking and analytics, plus integrated eSignature and approval workflows to accelerate deal closure. -
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Upland Qvidian
Upland Software
Build a winning proposal and respond to request for proposal (RFP) more efficiently with Upland Qvidian. Cloud-based and feature-rich, Upland Qvidian is an enterprise-grade RFP and proposal automation software solution that streamlines content management and drives business efficiency via a single trusted content library. Key benefits of using Upland Qvidian include centralizing sales and proposal content, enabling real-time collaboration, measuring business performance, ensuring compliance, creating and delivering professional documents, and more. -
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trumpet
trumpet
Streamline your sales back and forth into centralized, personalized and trackable sales rooms. Eliminate the chaos of overflowing inboxes by embracing a vibrant space where every piece of your sales and customer success materials can be accessed through a single link. Share recordings of demos, collaborative action plans, documents, educational content, and beyond. Stand out from the competition by consolidating the entire sales process within one organized, customizable, and trackable workspace. We support you from outreach, to post-demo, to closing and onwards to onboarding and account management.Starting Price: £29 per user per month -
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ClearSlide
Bigtincan
Sales Enablement that Closes Deals. The most complete sales engagement platform for content, communications, and sales intelligence to make every buyer interaction count. Organize recommended content and team collections to ensure discoverability – making it easy to assemble and personalize content that is always up to date. Make every customer interaction matter — online, email, mobile, screen share and in-person communications made easy. Unprecedented visibility into every customer interaction – giving reps, sales leaders and marketers the engagement insights they need to make better business decisions. Guide sellers to the right content, at the right CRM stage – unique rules-based recommendations drive an awesome sales process and increase productivity. On-board faster and scale best practices – ClearSlide Replay recordings and performance dashboards support coaching and visibility into meetings, presentations, and slides.Starting Price: $35.00 per user per month -
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Dock
Dock
The best way to work with people outside your company. Collaborative workspaces for prospects, customers, investors, and partners. Transform the customer experience from demo to onboarding and beyond. Manage the customer lifecycle and get engagement analytics along the way. Clients always know where to go when they need something. One destination that hosts all of your links, pdfs, meeting agendas, deliverables, project timelines, proposals, and more. Embed your favorite software from Figma to Google Slides to Vimeo. Navigate complex deals and onboard customers. Stop using that spreadsheet. Instead, build a collaborative mutual action plan with customers, share status, align due dates, assign tasks, leave comments and upload files. Personalization at scale. Create branded spaces with custom content. Share feedback & move projects along. Customers comment on what you’re working on and share key resources with file uploads.Starting Price: $29 per month -
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Letter AI
Letter AI
Letter AI helps your revenue teams win more, better, and faster. Equip your revenue teams with everything they need to close deals, from training & coaching to collateral to real-time help, in a unified platform with AI at the core. Supercharge your revenue teams with engaging, personalized, and always up-to-date content and coaching. built-in minutes with AI. Configure mock personas to practice your sales pitch, and build interactive training, video-based learning, and certification pathways in minutes using just your existing docs. Discover the right assets and personalize them for your customers, or build from scratch with AI magic. Ask anything and receive a personalized response from your own AI co-pilot with deep expertise in your company & products. Security and privacy are at the top of your mind, so they are at the top of your mind for us. We are secured by industry-leading security frameworks and never use your data to train our models. -
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seProposals
salesElement
The seProposals pricing engine guides your sales team when creating a quote. Only authorized users can change pricing, so you don’t have to worry about unapproved discounts or other pricing errors. Easily access key resources such as cover letters, case studies, and images in the asset library. Ensure your sales reps always have current, approved content for proposals– even if they are new to your team. seProposals offers built-in, line-item integration with most major CRM systems. Leverage the full power of your CRM, maximize your sales efficiency and reduce errors that arise from unnecessary duplicate data-entry. We customize our templates to fit your brand and design specs. So every proposal, regardless of who creates it, adheres to your corporate style. Your proposals will look great without wasting any sales times on formatting.Starting Price: $85 per user per month -
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123PAS
123PAS
The only software application on the market that can check for possible "non-compliance" issues before authors write a "single word". The [compliance support] report shown below is automatically generated when the pm creates a cross-referenced compliance matrix. This is just one of "several" compliance support reports created by our software. Automation in the color review area, provides the reviewers with tools that will produce much more “effective” pink, red and gold team reviews. Whether you are conducting an internal rolling review of specific portions of your proposal or a full review of your proposal by an entire review team, our automated color review tools will speed up the process and make it easier for your review team to complete their tasks and relay their comments and suggestions on making your proposal a better and more compelling document.Starting Price: $375 per user per month -
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Fedmarket Proposal Architect
Fedmarket
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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Dubb
Dubb
Easily create actionable videos from anywhere to get more engagement, bookings, and sales. Drive more engagement to emails and social posts. Get more meaningful appointments on your calendar. Drive more engaged prospects through your sales funnel. Dubb video landing pages are easily sent via email, LinkedIn, SMS, CRMs and more to convert viewers into clients. We're all about meeting you where you are. Grab a free trial to Dubb today to see how we can lift up your stack with video. Use the Dubb Mobile App to create dynamic business videos with ease. Share your videos on your favorite channels and provide multiple calls to action. Get tracking of your contacts' engagement from email, forms, video and calls-to-action. Use the Dubb Mobile App to create dynamic business videos with ease. Share to your favorite channels where your contact are to drive conversions. Get tracking of your contacts' engagement from email, video and calls-to-action.Starting Price: $59 per user per month -
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Proposal Studio
Jack in the box
Responding to public tenders is an exacting procedure that requires you to know and follow certain key steps. Gather and organise all the elements to be included in the bid package, in the order requested in the tender instructions. All of the elements used in your bids: company presentation, CSR, quality, safety, standard waste management plan, etc. The entire set of administrative documents required for your bid, all with a uniform look: DC1 and DC2 forms for France, certificates, official company registration, etc. Optimised content layout thanks to a publishing engine. Simplifies personalisation and fine-tuning of responses, but also archiving and keeping track of bids. Proposal Studio makes it easier to choose and personalise the texts, images and documents used in business proposals and bids, even when the RFP instructions specify a set format. The proposal management expert with more than 8,000 salespeople. -
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SAP CPQ
SAP
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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Meridian for Proposal Teams
XRSolutions
Managing proposal resources is never simple. Meridian for Proposal Teams smoothes out the procedures by giving Proposal Managers the tools they need to keep the schedule moving towards a successful delivery while providing the all-important subject matter experts with the ability to contribute in a timely and friendly way to the overall proposal effort. Get immediate access to approved content and quickly import into any working file. Search and retrieve company information, technical information, drawings, biographies, product data and much more. Here are just a few of the significant features and benefits: View and track proposal efforts at a glance, search and publish to reusable content libraries, work on proposal volumes in a collaborative workspace, build and manage virtual teams, common document formatting, accountability with checks and balances, built on Microsoft SharePoint.Starting Price: $8 per month -
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Ravyn
Ravyn
Ravyn is the world's first, ultra-fast AI sales tool for capturing insights to grow your revenue and deepen your relationships. Ravyn's AI automatically captures and categorizes insights directly from your notes. As you capture insights, Ravyn automatically builds next-gen client profiles that fuel deeper relationships and meaningful engagement. Ravyn is the only sales platform in the world that provides a more complete and human view of your clients so you can turn cold business contacts into happy clients for life. Ravyn is a great AI tool for: • Sales Professionals • Account Management • Marketing Professionals • Business Development • Customer Success • HR & Recruiting • Investment Managers • Nonprofits & FundraisingStarting Price: $19 per month -
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RELAYTO
RELAYTO
How do you 100X you content? RELAYTO is the #1 Interactive Experience platform that transforms your static content (PDFs, MP4s, images) into engaging interactive experiences, enabling viewers to choose their own path and self-educate. With RELAYTO, you can create an unlimited number of public and private interactive experiences equipped with security, permissions and user management to control who has access to your content. Metrics deliver insights on 360 digital body language, activity and intent, summarizing when & where viewers spent their time, so you can prioritize your outreach efforts... and keep improving your content. From e-books and white papers to pitches and proposals RELAYTO is the simplest way to make your existing content captivating and insightful.Starting Price: $100/user/month -
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DealPoint
DealPoint
Attain better close rates and sharpen your forecasting. DealPoint is deal management & collaboration software that helps sales teams ace complex solution sales. Our customer’s reps see 2x close rates, +20% ACV and faster velocity while managers see forecasting accuracy improve up to 95%. A clear path from today to customer value — easily customized and ready to share in seconds. Align profiles of your team with counterparts on the buying team and track who is doing what. The metrics you need for proof of value and deal status plus two-way CRM integration. Easily share case studies, requirements, links, and the latest documents all in one place. Reps don’t enjoy SFDC — so DealPoint keeps it updated for them. Serious buyers want to know how you will deliver on promises.Starting Price: $70 per user per month -
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envivo
envivo.io
Increase your deal close-rate by sending hyper-personalized offers to prospects via a branded microsite, with the opportunity to cluster the content you send for more impact, engage in personal chats with your prospects, personalized email reminders, and much more. The moment of first contact is when your personalized relationship with your prospect begins. It starts with proposal, moves to signature, and then comes onboarding. envivo is the only solution you’ll need for everything related to your clients. Answer all their questions, make them offers, share documents, manage contracts and onboarding. envivo is a personal dialogue with your customers and prospects, who can access your offer from any device, be it smartphone, tablet or laptop.envivo brings everything together for you. Instead of countless emails, phone calls and documents in an endless expanse of communication, the entire sales cycle finally happens in one digital place.Starting Price: €19 per month -
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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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Sculptor CPQ
Twistellar
Create dynamic product bundles and specify internal rules and dependencies to prevent errors in configuring complex products compose quotes with products and configurable product bundles to make the best offers. Configure pricing rules and discount schedules to automate condition-based pricing apply special terms and get approvals to provide individual terms for your customers. Generate quotes PDFs using configurable branded templates, negotiate on terms, sign off deals automate recurrent quotes, and timely manage subscriptions. Visibility of all pricing and configuration rules applied. You'll be able to see how exactly was this price calculated at last! Automatic configuration capabilities for bundles and quotes. Configure conditional adding/removing products on the quote level, not just bundle.Starting Price: Free -
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Sofon Guided Solutions
Sofon
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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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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Docue.AI
Docue.AI
Create new proposals automatically from your past proposals using AI. Sign up for free, or choose a plan that suits your team. Upload your past documents, to Google Drive, SharePoint, or Dropbox. Start using Docue to send sales proposals and quotes 10X faster. You can sign up for free, upload your past proposals, and draft new proposals faster.Starting Price: $25 per month -
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Outbooks Proposal
Outbooks
Outbooks Proposal Tool is designed for accounting and bookkeeping firms to streamline their proposal creation and management process. The Outbooks Proposal Tool simplifies the creation of professional proposals that reflect the brand’s identity. The tool automates the generation of engagement letters, ensuring compliance and consistency. Integrated payment options simplify transactions, making it easier for clients to pay for services. One of the most notable features of the Outbooks Proposal Tool is consistent value-based pricing, ensuring that clients receive transparent and fair quotes. With Outbooks Proposal Tool, accounting practice can enhance their efficiency, improve client experience, and maintain professionalism in all client communications.Starting Price: £30 -
34
Funel.io
Funel.io
Funel.io, a cutting-edge client management platform for businesses immersed of marketing and sales. Unveil an array of ingenious AI tools, such as the prowess of buyer persona generators and an adept spam checker. Tailored to redefine efficiency, Funel.io seamlessly navigates your workflow journey, from the intricacies of client onboarding to the pulse of daily updates. Enriched with the power of blockchain technology, Funel.io adds an additional layer of data security, ensuring the safeguarding of your valuable information. Elevate your professionalism with features like the proposals and invoice creator, empowering you to craft sophisticated and personalized documents that leave a lasting impression on your clients. Stay connected through the real-time updates module, fostering frequent and fluid communication between your team and clients. With Funel.io at your helm, transcend the mundane and redirect your focus towards amplifying business-client relationships.Starting Price: $299 -
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Lancelot
MarketBranch
Quickly and easily create professional proposals that represent your freelance offering with Lancelot. It only takes minutes, not hours to craft the perfect proposal with Lancelot. Our aim is to make it as simple as possible to create beautiful proposals with ease. When you’re ready, send your proposal through Lancelot and get real-time notifications when your client has viewed your proposal. Your client can sign and accept your proposal directly through Lancelot, reducing the friction of sending documents back and forth. Save time and avoid the frustration of manual formatting. With Lancelot, creating a fully customized proposal takes minutes instead hours. First impressions matter. Impress your clients with a beautifully designed and professional proposal with a premium cover image. No more printing and scanning just to get a signature! Your clients can sign your proposal online with an e-signature. -
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Vieu
Vieu
Vieu up levels every sales pursuit into faster, bigger strategic wins. Enterprise sellers are drowning in data and insights from various Sales Intelligence software vendors. They do not need more data or more insights but they need prescriptive contextual actions for a given enterprise pursuit. Given a target enterprise account, Vieu provides an entire AI-generated execution plan for each enterprise pursuit from prospecting to planning to proposal. -
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Bigtincan
Bigtincan
Bigtincan’s sales enablement platform helps organizations grow customer engagements into long-term valued relationships via four pillars of sales enablement: sales content management, sales training and coaching, document automation, and internal communications. Designed in collaboration with Apple, our device-agnostic platform offers users a beautiful, intuitive UI that can be fully personalized to your brand and the way your teams work. Our UI is mirrored across desktop and mobile, making Bigtincan one of the only true mobile sales enablement platforms in the industry. Integrated software solutions — including a modern learning management software (LMS), document automation, and a digital catalog application — can be purchased as add-ons to extend the functionality of the main Bigtincan Hub platform. Additionally, 100+ third-party integrations allows Bigtincan to work seamlessly with your company’s existing tech stack.Starting Price: $39.50 per user per month -
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Hyphenate
Hyphenate
Hyphenate is an AI-powered platform that accelerates the creation of highly customized sales proposals and statements of work. By analyzing past documents, including proposals, SOWs, and marketing collateral, it comprehends a company's capabilities, services, and brand voice. Subject matter experts and solutions architects can input relevant information about sales opportunities through emails, call transcripts, and other materials. Hyphenate then generates tailored proposals, allowing experts to refine and edit the content as needed. This process significantly reduces the time, energy, and resources typically required to produce quality proposals, enabling teams to respond swiftly to client requests. The platform is designed for solution-oriented teams across various industries, including IT services, law firms, management consulting, market research companies, insurance brokerage, construction, high-tech professional services, and financial services. -
39
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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Notch
Notch
Notch is a modern proposal and document builder tailored to small sales teams and agencies. It allows teams to collaborate effectively with their clients, track progress, and close deals faster. Key Features: - Shared Spaces: Seamlessly share proposals and documents with our simple Space builder. - Signatures: Incorporate e-signatures to get client approvals and close deals. - Interactive Offer: Create customizable proposals that clients can interact with, selecting or adjusting service packages directly. - Interactive Tasks: Assign tasks within the document, enhancing clarity on responsibilities and deadlines. - Space Analytics: Analyze client interactions to optimize content and increase engagement. Notch is ideal for small teams aiming to streamline workflows and improve sales efficie.ncyStarting Price: €19 per month/user -
41
Quoters
Cloudman Labs
Create faster and better business proposals. Generate unique sales documents for your clients, reusing content and managing your costs to save time and money. Make your proposals more agile. Make them look better. Boost your productivity. Move up to the next level, creating unique sales documents for your clients accessible anywhere. Quoters has no limits on any plan. When a company’s success depends on a single person. Quoters will be your best weapon for quoting, so you can focus on what truly matters: your business. With Quoters, work in the cloud to create well-designed and professional sales proposals, so your price quotes are a true representation of your image. Keep track of the versions of your project and let clients accept your proposals online. It’s difficult (if not impossible) to get your quote accepted right away. That’s why you can create all the versions you need. And once you’ve convinced your client, he/she can sign the quote online.Starting Price: $4.90 per user per month -
42
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. -
43
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. -
44
SP CE
SPCE
Give the customer an overview of the complete process with meetings and tasks along the way. Show professionalism and gain trust by being transparent and prepared. Ensure progress in the sales process by assigning tasks to internal staff and the client. Monitor progress to ensure customers are still engaged. Run online meetings like never before. With predefined agendas that keep you on track and context sensitive functionality that change the experience in the meeting depending on the objective of each agenda item. Store and share documents with the client. Proposals, specs, RFPs, and even contracts for signing. Everything in one place and always up to date.Starting Price: $ 45 per month -
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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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BrightPropose
Bright
BrightPropose enables accounting firms to generate professional, branded client proposals and letters of engagement in minutes rather than hours, thanks to smart templates and a built-in pricing calculator that removes guesswork and under-pricing. Its features include full customisation of proposals, emails and engagement letters to match a firm’s visual identity; fast creation of accounting-service templates; accurate and consistent pricing using a calculator configured for variable services; a streamlined workflow that transfers client data from the firm’s practice management system; and digital client onboarding via secure e-signatures so the transition from proposal acceptance to project initiation is seamless. With BrightPropose, you can impress clients, send proposals quickly, increase profitability, save time, simplify your workflow, and onboard clients effortlessly, all while maintaining branding and service consistency.Starting Price: $796.74 per year -
47
Mimiran
Mimiran
Traditional CRMs are like the Space Shuttle. With Mimiran, it’s like riding a bike. Import contacts and start connecting right away. Use proven templates for Lead Magnets, Proposals, and more. Simple, intuitive application. Concierge onboarding. Connect with peers and share how many conversations you’re having for additional social motivation. You’re not just on the clock, you’re on a mission. Mimiran is the only CRM that helps you hone your mission and positioning to make sales and marketing easier. Use that positioning to craft compelling Lead Magnets, conversation starters, and more. Plus, pick your Super Hero name and tell your Origin Story (super heroes don’t have bios.)Starting Price: $19.00/month/user -
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Topo.io
Topo.io
Topo.io enables sales teams to move forward with buyers by centralizing stakeholders, resources, and deals—all in one place. Always keep track of prospects' activity and engagement by connecting Topo.io with your CRM and other business tools saving you time with follow-ups and reporting. Manage your QBR in a structured way and share key objectives with your clients. Gather all the information shared during the sales cycle to ensure proper onboarding. Identifies and replicates the best practices of top performers and shares them with the team. Reduce the time to first deal by providing your Reps with templates already adapted to your sales cycle. Track the content that performs best and ensure good alignment between sales and marketing.Starting Price: €49 per user per month -
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Ascendx
Ascendx
Ascendx is an enterprise-grade SaaS platform designed to enhance Salesforce by providing AI-driven solutions across sales, service, data, and operations. Its connected portfolio includes tools for sales enablement, service automation, workflow orchestration, data integration, and point-of-sale experiences. It automates lead and case assignments while ensuring secure data management and real-time replication to platforms like Snowflake. Ascendx offers document automation within Salesforce and enables mobile and in-store transactions seamlessly integrated with CRM data. Ascendx's modular architecture allows enterprises to adopt solutions as needed, ensuring scalability and compliance. Ascendx empowers organizations to unlock the full potential of their CRM systems. -
50
Flowcase
Flowcase
Flowcase (formerly CV Partner) empowers professional services firms to create tailored resumes, CVs, and case studies with ease, helping them to win more bids in less time The new way to manage your CVs and Case Studies. Easily manage and tailor your company’s credentials for tenders. Quickly highlight the most relevant experience for each bid and proposal. Effortlessly export CVs and Case Studies to Word, PowerPoint and PDF. Use advanced search to find the right people for the proposal. Easily tailor and highlight relevant content for each proposal. Always up to date CVs and case studies in the same layout. Customizable templates to avoid copy paste. Collaborate on proposals with other companies. Increase consistency and quality in proposals. Some of our core features and benefits. One Single Workflow. One system for managing all stakeholders in the proposal process. Master CVs. One master CV for each employee provides a single interface for data input.
