Propovo
5.0 out of 5 stars
(1 Rating)
Propovo is a cloud-based proposal and sales workspace for agencies, consultants, freelancers and sales teams. It helps users turn client notes, meeting transcripts and business context into editable proposals, statements of work, contracts and quotes. A visual editor supports reusable templates, branding and service pricing, while branded client rooms provide a place to share documents, collect electronic signatures and follow engagement activity. Contacts, deals, proposals and client rooms are connected in a sales pipeline, helping teams manage opportunities from initial contact through document delivery. Propovo Copilot assists with preparing client communications for user review. The service connects with CRM, calendar, email and workflow tools through documented integrations, and supports webhook-based workflows. Browser-based access supports creating proposals, collaborating with clients and managing sales documents.
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Salesbuildr
Salesbuildr is a cloud-based sales platform for managed service providers (MSPs) that combines distributor catalogs and pricing with quoting, proposals and pipeline management. Sales teams can build quotes from synchronized product catalogs, apply pricing and approval rules, and send branded online proposals with customer choices and electronic signatures. Accepted quotes can sync with Autotask, ConnectWise Manage or HaloPSA, while HubSpot supports CRM synchronization. Other capabilities include recurring contracts, leasing calculations, multi-currency quoting, localized proposal content, prospecting, whitespace analysis to identify service gaps across customer accounts, and a branded storefront for self-service ordering. A public REST API and webhooks support custom integrations. Salesbuildr is designed for MSP sales teams managing distributor-sourced products and services, recurring agreements and customer opportunities.
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ConnectWise CPQ
4.5 out of 5 stars
(22 Ratings)
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.
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Formlio
Formlio is a no-code proposal platform that helps teams create interactive, responsive web proposals instead of static PDFs. Users can build polished client-facing documents from professionally designed templates and reusable content blocks, including sections for text, visuals, videos, portfolios, case studies, testimonials, timelines, process, FAQs, pricing, graphs, approvals, and e-signatures.
Formlio makes it easier to present scope, packages, pricing, optional add-ons, timelines, deliverables, and proof of work in one engaging proposal. Interactive quoting lets prospects explore options and see totals update in real time, while built-in approvals and e-signatures help move the deal forward inside the document.
After sending a proposal, teams can track engagement with proposal analytics, including views, time spent, approvals, and client activity. Formlio is designed to help service businesses save time, present their work better, reduce back-and-forth, and win more clients.
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