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.
-
1
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 -
5
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) -
6
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
Proposify
Proposify
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.Starting Price: $35/month -
8
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. -
9
Revolear
Revolear
Revolear is an AI-powered digital deal platform designed to transform how companies structure, negotiate, and close complex business-to-business transactions by combining sales engagement, pricing, proposals, and contracting into a single unified system. It enables organizations to move from traditional tools like spreadsheets, presentations, and static documents to a collaborative, cloud-based environment where buyers, sellers, and stakeholders can work together on a shared source of data throughout the entire deal lifecycle. It includes AI-driven sales agents that automate discovery, analyze buyer needs, generate tailored proposals, and deliver precise responses using company content, while operating continuously with consistent messaging and pricing accuracy. It provides a digital sales room experience where buyers can explore personalized content, review pricing, negotiate terms, and sign contracts asynchronously, with every interaction tracked and optimized. -
10
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 -
11
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 -
12
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 -
13
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. -
14
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. -
15
SpecBot
SpecBot
SpecBot is an AI-powered proposal generator for freelancers and small agencies. Fill in a short intake form — client name, project type, budget, timeline, requirements — and get a complete, professional proposal in seconds. Every section is fully editable so you can customize tone, pricing, and scope before sending. Share proposals via a branded client link instead of PDF attachments and get notified when clients view them. Free tier includes 10 AI proposals per month. Pro plans from $12/mo for 50 proposals.Starting Price: $12/month/user -
16
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. -
17
Proposal.biz
Proposal.biz
Proposal.biz is an AI-powered platform that helps businesses create, send, and track professional proposals and quotes. It streamlines the sales process with customizable templates, real-time engagement tracking, e-signatures, and a smart content library that extracts branding and pricing details automatically. Teams can collaborate on documents in real time, eliminating version control issues and back-and-forth emails. Built-in analytics show exactly when a proposal is opened, viewed, or signed, helping sales teams follow up at the right moment. Proposal.biz integrates with CRMs like HubSpot and Zoho, and supports Slack notifications so teams stay updated the moment a client interacts with a document. By replacing static documents and scattered email threads with a centralized, trackable proposal workflow, Proposal.biz helps businesses present themselves professionally, reduce turnaround time, and close deals faster.Starting Price: $19/month -
18
Better Proposals
Better Proposals
Better Proposals helps you create, send, track, and sign business documents in just a few minutes. With over 200 pre-written and pre-designed templates for proposals, contracts, sign-offs, and more, it takes the work out of document creation. Its 40+ integrations enable you to automate your entire sales process by using only one platform. Modern, on-brand proposals that streamline your sales process. Sent, tracked, and signed in minutes. Impress at first glance. A professional first impression goes a long way towards closing any deal. Luckily, we know what’s important, what to avoid, and how to create a powerful image that builds immediate trust, and it's all built into Better Proposals. Track the proposals you send and get real-time updates as your clients read, sign, and send them back faster than ever. With Proposal AI's automatic suggestions, you'll convert more by discovering exactly what's working in your industry.Starting Price: $19 per month -
19
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. -
20
Ignition
Ignition
Founded in 2013, Ignition is the leading revenue and billing automation platform for firms and agencies to transform their sales, billing and payment processes. Ignition automates proposals, invoicing, payments and workflows in a single AI-powered platform, empowering 8,500+ businesses to sell, bill and get paid for their services with ease. To date, Ignition customers have managed relationships with over 2.4 million clients and earned $13b in revenue via the platform. With 91% of payments collected automatically, Ignition customers get predictable cash flow and revenue at scale. Ignition’s global workforce spans Australia, Canada, New Zealand, the Philippines, US and the UK.Starting Price: $39 per month -
21
Cendyn Proposals
Cendyn
Create contactless, personalized, on-brand, and media-rich proposals with Cendyn Proposals. Seize first-responder advantage and dramatically increase group bookings by replying to RFPs in minutes. Easily add pre-designed descriptive overviews, floor plans, menus and detailed specifics of your meeting and event facilities. Tailor each sales proposal based on the recipient by using native language or compelling video content, for example, to help you stand out. Automatically embed your F&B with Cendyn Catering. Visually tell a story so your client can picture their event at your hotel! Through multiple integrations with the leading sales & catering applications, ‘rates and dates’ are instantly and accurately published to your proposal, saving time, and reducing errors. Inbox alerts notify you in real time the moment a prospect opens your Cendyn Proposal, allowing you to reach out directly while the event is top of mind. -
22
GovAIQ
GovAIQ
GovAIQ is an AI-native proposal management platform designed to streamline RFP/RFQ processes for government contractors. It offers tools for writing comprehensive responses without extensive staffing, analysts for quickly analyzing and qualifying RFPs/RFQs, and proposal agents for multi-layered proposal drafting and management. The platform supports team collaboration, including with external partners and consultants, and ensures data privacy by not using client data for training or sharing. GovAIQ provides market activity and trend insights, and its AI-driven reasoning engine autonomously configures agents to deliver dynamic, nuanced proposals. The platform is built for teams, enabling effective collaboration and integration of expertise into efficient proposal pipelines. It also offers unlimited team creation and member invitations, facilitating seamless coordination and project execution. GovAIQ is a beta product of G2X Labs, provided without expressed warranties. -
23
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. -
24
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 -
25
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. -
26
RFP360.ai
RFP360.AI
What is RFP360.AI? RFP360.AI is an AI-powered RFP management platform that helps buyers and suppliers manage the Request for Proposal process in one centralized system. It supports RFP creation, supplier response management, proposal drafting, collaboration, evaluation, scoring, and decision-making. Whom Do We Serve? For Buyers: RFP360 AI helps procurement teams, sourcing managers, government agencies, and enterprise organizations create structured RFPs, invite suppliers, manage questions, evaluate proposals, compare vendors, and improve procurement visibility. For Suppliers: RFP360 AI helps vendors, service providers, contractors, sales teams, and proposal teams analyze RFPs, manage opportunities, reuse approved content, generate AI-assisted proposal drafts, and prepare responses faster. RFP360 AI reduces manual work, improves consistency, and helps teams make smarter RFP decisions.Starting Price: $100 per RFP -
27
XTEN-AV
XTEN-AV
XTEN-AV is a next-generation, cloud-based AV design and proposal software tailored for AV system integrators, consultants, and designers. It streamlines the entire AV project workflow—covering needs analysis, system design, documentation, and proposal generation—within a single intuitive platform. Powered by AI and automation, XTEN-AV enables users to quickly create AV schematics, rack layouts, cable drawings, and bills of materials. Its extensive product library with drag-and-drop functionality simplifies the design process, while real-time collaboration tools and CRM integrations boost team productivity. XTEN-AV empowers AV professionals to reduce errors, save time, and deliver accurate, professional-grade AV solutions with speed and scale, making it ideal for small firms and large enterprises alike.Starting Price: $44.25 -
28
AgencyPitch
GrahAI Systems
AgencyPitch is an AI proposal generator built specifically for marketing agencies — SEO, PPC, social media, web design, and content marketing. Unlike general document tools that serve 50,000 industries, AgencyPitch ships with native retainer + setup-fee pricing, 60-second founder video pitches, inline qualifying questions, e-signature, and setup-deposit collection in a single workflow. It replaces PandaDoc + DocuSign + Stripe Invoicing for a flat $119/month covering 5 users — no per-seat charges. Average setup time is 5 minutes versus roughly 4 weeks of configuration for PandaDoc. Agencies use AgencyPitch to send proposals that close faster, collect deposits up front, and qualify prospects mid-proposal. 14-day free trial. Plans: Free, Solo $39/mo, Agency $119/mo, Pro $279/mo (annual).Starting Price: $39/month (Solo) -
29
AutogenAI
AutogenAI
Language technology will transform the world over the next decade. We help organizations successfully navigate that change. We deploy cutting-edge natural language processing solutions to enable companies to write compelling content for bids and proposals. We build bespoke language engines unique to each of our customers. We collaborate on a strategic transformation program to deploy those language engines to deliver the benefits of producing and analyzing compelling and compliant corporate content at scale. We work with clients to identify their biggest growth challenges and reveal where language tech will make the biggest business impact. Together we explore how it can be deployed across the organisation to drive growth.Starting Price: $0 -
30
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 -
31
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. -
32
Meridian for RFP Analysis
XRSolutions
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 -
33
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 -
34
TheGrantsMaster
TheGrantsMaster
TheGrantsMaster is an AI-powered grant-writing platform built for nonprofits, consultants, and agencies who need funder-ready proposals without the weeks of manual work. Instead of starting from a blank page, users generate a complete, tailored draft from a single input, then use built-in tools to validate it against funder requirements, score it before submission, and collaborate with teammates on specific sections. Key capabilities include: AI Proposal Generation – Turn a short project summary into a full, funder-ready grant proposal in minutes Funder Alignment & Compliance Checks – Automatically validate drafts against specific funder guidelines AI Scoring – Get a readiness score before submitting Grant Discovery – Search thousands of funding sources to find grants matching your mission Team Collaboration – Assign sections, invite reviewers, and manage drafts together Pipeline Tracking – Monitor submissions, win rates, and funding pipeline in one dashboardStarting Price: $29/month -
35
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 -
36
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. -
37
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 -
38
Rohirrim
Rohirrim
More than just creating marketing copy or a poem written by a pirate. Domain-aware generative AI securely leverages your proprietary enterprise data to create unique, deeply technical content written in your company’s voice. For example, Rohan creates contextually relevant original content for proposals, grants, white papers, and more – generated using the proprietary, historical data captured from within your enterprise. Create robust drafts in hours or days based on your company’s own data, leaving you the time and space to focus on quality. Automatically generate detailed, cited technical content that answer RFP queries. Instantly synthesize highly technical information relevant to grant applications. Perform instantaneous deep dives of internal data to improve submissions. -
39
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. -
40
Qwilr
Qwilr
Make ridiculously good-looking sales and marketing documents that help you save time and win more work with Qwilr. Trusted by thousands of businesses for beautifying their communications, Qwilr is for innovative and forward-thinking teams. It is an interactive and mobile-friendly platform that lets teams rework sales and marketing collateral, such as quotes, proposals, pitches, and documents, into stunning web pages. Qwilr also offers users the ability to embed videos, maps, surveys, spreadsheets, and more, to their documents.Starting Price: $49.00/month -
41
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. -
42
SEQUESTO
SEQUESTO
SEQUESTO supports tender teams with cutting-edge, AI-driven technology that automates the most repetitive, error-prone, and time-consuming tasks. The platform’s AI analyses your historical RFPs, product and service descriptions, compliance documents, certificates, boilerplates, and historical tenders. AI highlights critical information like deadlines and compliance requirements in your PFPs and suggests the most relevant answers. Summarise, resize, and merge information from various files and then drag & drop this refined content directly into your ready-to-go proposal. Analyses questionnaire viability in 1 minute based on past interactions, company capabilities, and resource checks. Analyses tender viability in 1 minute based on tender requirements, certifications, red flags, and project specifications. Our platform automates the response process, enhancing efficiency and accuracy. -
43
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. -
44
Cognogent
Cognogent
Cognogent equips businesses with the knowledge and insights of an entire proposal development team, streamlining complex RFP processes through AI-driven solutions. Our vision is to build an intelligent proposal ecosystem that leverages AI to transform the landscape of intelligent commerce, enabling seamless value delivery to all stakeholders. As technology evolves, we are advancing toward agent-to-agent communication, where AI tools handle the creation and response of RFPs with human oversight. The sales engineering market is burdened with high costs, complexity, and interdependencies in RFP development. Sellers struggle with evaluating and responding to RFPs efficiently, leading to missed opportunities and poorly informed bid/no-bid decisions. Buyers often receive responses that are vendor-biased, lack accurate solution options, and fail to drive competition, resulting in higher costs and limited choices. -
45
GovSignals
GovSignals
GovSignals created the intelligent GovCon platform designed to enhance, optimize, and accelerate pre-RFP intelligence, capture, proposal development, and AI knowledge management workflows. We are shaping the future of government contracting with breakthrough AI-driven solutions. We’re actively disrupting a multi-billion dollar industry, enabling cutting-edge private sector technologies to rapidly secure government contracts, fortifying our national security and economic growth. GovSignals has built the most advanced government contracting AI solution on the market. Whether you're from a small business or a Fortune 500, our platform increases the number of solicitations government contractors can pursue and empowers them to produce winning, fully compliant proposals in hours rather than months. We don’t just follow government trends; we lead them, as one of the largest government data aggregators in the industry, we’re able to understand what the government will do. -
46
Ombud
Ombud
Built on a foundation of expertise in sales engineering and response management, Ombud serves enterprise-level RevOps teams. We move beyond basic automation and knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, and surpass growth goals. Ombuddies are AI-enabled, context-aware assistants designed to support various roles within Revenue Operations. They automate routine tasks and provide real-time, role-specific guidance, significantly boosting productivity and reducing costs. The Response Management Ombuddy is your AI companion to help with the heavy lifting of creating, reviewing, and submitting proposals and responses. -
47
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 -
48
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 -
49
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 -
50
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