Alternatives to Funnel Scripts
Compare Funnel Scripts alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Funnel Scripts in 2026. Compare features, ratings, user reviews, pricing, and more from Funnel Scripts competitors and alternatives in order to make an informed decision for your business.
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Nutrient SDK
Nutrient
Nutrient is the comprehensive solution for all your PDF needs, offering tools that effortlessly integrate and operate PDF functionality across any platform. 1. SDK PRODUCTS Integrate robust PDF functionality into iOS, Android, Windows, web (JavaScript), or any cross-platform technology, providing capabilities such as PDF viewing, markup, collaboration, and more. 2. LIBRARIES Utilize our potent .NET and Java libraries to boost your backend applications with batch processing of redactions and PDF forms, OCR’d scanned text, and editing of PDF documents, directly from your application server. 3. PROCESSOR Our dynamic PDF microservice, Processor, enables swift generation of PDFs from HTML, including HTML forms, along with Office-to-PDF conversions, OCR, redaction, and XFDF merging and exporting. 4. PDF API Use hosted PDF API to generate, convert, and modify PDF documents in your workflows. We manage the development and server administration, letting you focus on what you do best. -
2
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. -
3
Docmosis
Docmosis Pty Ltd
Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce. -
4
RAD PDF
Red Software
Add a fully functional PDF editor to your ASP.NET website in minutes! Compatible with 99% of desktop & mobile browsers, from Internet Explorer 6 through the latest iOS Safari release, RAD PDF simply works. No plugins or other software needed. RAD PDF natively supports the most commonly used PDF features. Beyond a PDF reader, RAD PDF equips web applications with a browser-based PDF editor & PDF annotator. Features not even available in Adobe Acrobat Reader can be used to provide advanced PDF functionality. By enabling PDF form filling, PDF redaction, & PDF signing directly in the web browser, RAD PDF users can utilize PDF features without worrying about having the right platform or software installed! Allow your app to design new PDF forms, protect content, sign PDFs, & more using an intuitive graphical user interface (GUI). Client (JavaScript) and server APIs allow for endless possibilities .NET Core, Framework, & .NET 5+ supported Try editing any PDF with RAD PDF, FREE! -
5
Klyck
Klyck
Klyck is your go-to content solution for organizing, finding, and sharing information. Centralize your team's knowledge, provide quick and easy access to all your content. Customize pages tailored for every situation to save time, money and endless email threads. By bringing your content and knowledge together, Klyck helps you find what you need, when you need it. With analytics, gain a clear picture and improve understanding of content performance, customer engagement, and sales user activity for sales and marketing leaders with superior data-driven strategic solutions.Starting Price: $9/month/user -
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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 -
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FileInvite
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
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DocuGenerate
DocuGenerate
Easily generate PDF documents like invoices, letters, contracts, agreements, certificates and more with our API and web app. Prepare your Word template with tags where you want to have dynamic text. Then provide the data as JSON or in an Excel file. For each data item, a document will be generated from the template by replacing the tags with the actual data. The advanced customization options can help your business generate PDF documents for any use case with minimal effort. After uploading the template, the merge tags are automatically detected based on the template content. Create personalized experiences for your business using our REST API. Generate in bulk thousands of PDF documents like invoices, letters, contracts, agreements, certificates, and more. Simply call the generate document API endpoint with your data and in a few seconds a document will be generated from the specified template, ready for use in your own application or workflow.Starting Price: $19 per month -
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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 -
10
PrizmDoc
Accusoft
Through a collection of UI components and content manipulation APIs, PrizmDoc provides customizable document processing to help developers deliver in-browser document creation, editing, and collaboration functionality, to enhance their software applications. Our functionality integrates on the client and server side smoothly, creating a seamless experience for both you and your users. Render and display dozens of file types, from Adobe PDFs and Microsoft Office files to CAD and DICOM formats, in a browser without the need to download or open native applications. Designed for seamless integration with your application, our zero footprint HTML5 viewer is fully customizable, from quick integrations with minimal configuration to complete programmatic control using our extensive JavaScript API. -
11
Sanity
Sanity.io
Sanity is a Content Operating System designed to power modern content applications and AI-driven workflows. It combines a flexible headless CMS, real-time collaboration tools, and a scalable content database called Content Lake. Developers can configure Sanity Studio with TypeScript and React to build fully customized content workspaces. The platform supports visual editing, structured content modeling, and powerful querying using GROQ. With built-in compute and AI capabilities, teams can automate workflows and trigger serverless functions based on content changes. Sanity integrates seamlessly with popular frameworks like Next.js, React, Vue, and many others. It enables organizations to build, manage, and scale content-driven experiences without backend limitations.Starting Price: $0 per project per month -
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Automatic Script
Etison
Powerful software for writing great sales letters, emails, VSL scripts, webinar slides, ads, and more. No writing or sales experience needed to create sales messages in minutes. Automatic Script is professional copywriting software that automates the process of creating your sales messages. You'll never stare at a blank canvas, wondering what to write, again! The beauty of Automatic Script is that it automates the process of writing effective sales copy that ordinarily, could cost you thousands of dollars, tons of time, and lots of trial-and-error to obtain. No more staring at a blank page, wondering what to write! Select the kind of script you want to create. You can choose from any of the script types I mentioned earlier … things like Long-Form Sales Letters, Email Campaigns, Headlines, and so on. Once you’ve selected a script type, pick a sample script to model. For example, let’s say you choose Sales Letters.Starting Price: $39 per month -
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CopyPro
CopyPro.ai
Everything from email campaigns to sales pages to ad copy to industry-specific content and more—you name it, CopyPro delivers it to you within minutes, and at a fraction of the cost of hiring a copywriter. Plus, CopyPro’s AI-driven template library includes some of the greatest copywriters and marketers alive. Use natural language searches, filtered searches by marketer styles, search by templates, and more. Create a project, add the templates you need, and off you go. CopyPro organizes your projects neatly by template type, which makes funnel-building fast. You can add templates at any time to any project, edit them with our AI to suit your taste, add new terms into your customized marketing blueprint we call your "niche", and voilà: your projects become funnels. CopyPro intelligently seeds your sales copy with keywords known to convert, while giving you the option to self-select, add, and edit. You can also use our AI to customize even further, giving you truly unique copy.Starting Price: $59 per month -
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Seismic
Seismic
The Seismic Enablement Cloud is a comprehensive platform designed to enhance sales, marketing, and customer success teams' ability to engage and convert customers. It offers a range of features including content management, sales training, and coaching tools to ensure that teams have the right resources at the right time. With powerful analytics, Seismic enables users to track engagement and optimize performance by delivering insights into content effectiveness and team activities. The platform leverages AI and machine learning to provide personalized content recommendations and streamline workflows, making it easier for teams to collaborate and drive revenue growth. By unifying enablement functions, Seismic helps organizations improve sales effectiveness, accelerate the buyer's journey, and ultimately achieve better business outcomes. -
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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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ScopeStack
ScopeStack
Build your pricing and statement of work in one simple step. The ScopeStack platform allows you to easily pick and choose features across different technology towers for a simple scoping process. No more long hours behind the computer, managing word templates and editing grammar. The ScopeStack platform automatically builds the scope while you are choosing features and functions. Visually determine which projects are more profitable and use key business metrics to auto approve projects.Starting Price: $500 per month -
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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. -
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Seidat
Seidat
Seidat is a cloud-based slide deck platform for sales and marketing teams. Seidat makes it easy to manage your company's presentations from one place and scale them to your whole organization. There you can create, edit, share, eSign and present - online and face-to-face your interactive presentations. Seidat has unique matrix and hotspot navigation which makes the slide decks convenient to present interactively and change the path on the spot. Every slide you create or import from powerpoint goes to the slide bank. From slide bank, you can pick and choose slides for your presentations. This way creating new presentations is fast. In Seidat, you can use smart slides to keep everyone's different materials (with generic slides) up-to-date by just one click. From brand management, your marketing team can define which colours and fonts to use. Shared image bank with your original brand logos and pictures help with keeping the presentations according to your brand.Starting Price: €49.00/month/team -
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Dropdeck
Dropdeck
Dropdeck's AI design engine automatically creates beautiful slide decks, documents, reports, lead magnets, presentations, and more — instantly. All you have to do is start typing... Dropdeck starts designing the second you start typing. It's like your own personal chatbot for design. Drag your images into your project and Dropdeck will create the perfect layout and design for you, automatically. Don't have your own? Dropdeck will find the right ones for you. The Magic Wand automatically creates a handful of pre-made designs and layouts for your specific content. Don't like one? Switch to another with just a click. Not sure where to start? Use AI Mode to start generating the content for you. Then sit back and watch your content come to lift as Dropdeck designs it for you. Create a "deck" that can used for pitch decks, presentations, product demos, and webinars. Or create a "document" that can be used for ebooks, reports, whitepapers, and more.Starting Price: $19 per month -
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think-cell
think-cell Sales
think-cell Suite is the productivity software professionals trust to turn complex data into best-in-class PowerPoint slides. With over 1.3 million users in 35,000 organizations, think-cell is the industry standard for creating better business presentations faster. think-cell offers 40+ chart types, including waterfalls, Mekkos, and Gantt charts, all with smart automations handling layout, design, and annotations like CAGR lines. With think-cell Libary, users can search and reuse slides from their entire PowerPoint repository, or choose from 250+ ready-made professional templates to get presentations off the ground faster. think-cell Assist adds AI capabilities, from generating charts using verified data and editing slides via natural language chat to translating full presentations across 100+ languages, all while keeping formatting intact. Seamlessly integrated with PowerPoint and Excel, think-cell automates time-consuming tasks so teams can focus on the story behind the daStarting Price: 27.30 per month -
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empower
empower GmbH
The empower® Suite is a Microsoft 365–integrated software suite for the consistent and efficient creation of presentations and documents. It consists of three modules that can be used individually or in combination. empower® Slide Generation combines AI, templates, automation, and corporate content to enable the creation of presentations in minutes, without manual formatting. empower® Chart Creation is designed for building complex business charts and is ideal for data-driven presentations. With 40+ chart types, including waterfall, Mekko, and Gantt charts, Excel linking and automatic layout adjustments, users create charts approximately 50 % faster. Existing PowerPoint charts and charts from other charting add-ins can be converted into empower® charts with a single click. empower® Template Management centrally provides up-to-date Office templates and automatically applies them across Microsoft 365, ensuring brand consistency and legal compliance with minimal effort.Starting Price: $11.99/month/user -
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SYDLE ONE
SYDLE
Gravitational architecture of integration with other systems to achieve digital transformation in organizations. Automated, flexible and result-oriented processes for a scalable and quality business. Integrated content management combined with processes to generate and maintain large volumes of structured, up-to-date and reliable data. CRM 360 for customer and partner relationship: better management, more sales and greater retention. Real-time data analysis – in charts or extractions – to make visual management easier, provide insights and support decision-making. Have your other areas oriented to a strategy with procurement, marketing, IT, logistics and legal integrated processes. Make your administrative processes efficient – from purchases to reimbursements – and improve your team’s results. Automate your organization’s HR department and manage the whole process, from admission to dismissal.Starting Price: $19 per month -
23
Web2Docx
Web2Docx
Web2Docx is a developer-friendly, SDK-first API service that converts live HTML into high-quality PDF, DOCX, and image files. Built for speed, reliability, and flexibility, Web2Docx makes it easy to automate document and image generation for your web apps, SaaS platforms, or internal tools. Whether you’re generating invoices, reports, resumes, or visual previews, Web2Docx helps you turn web content into downloadable documents with just a few lines of code. Supports custom headers, footers, styling, and more. Key Features: Convert raw HTML or URLs to PDF, DOCX, and images Lightweight, fast, and scalable Easy SDK integration for JavaScript/Node.js Ideal for SaaS apps, developers, and automation workflows Get started in minutes and scale document generation effortlessly.Starting Price: $29/month -
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AI Document Suite
AI Doc Suite
Aidocsuite.com's AI Document Suite is a next-generation, AI-powered workspace for creating, editing, and converting documents, slides, spreadsheets, images, and audio-video content — all in one browser-based suite. Powered by Free Document Maker (fdmGTP Engine), it delivers intelligent document generation, smart PDF editing, AI writing assistance, and instant file conversion with zero sign-up or watermark. 🧩 Feature Highlights (for “Features” or “Key Functionality” box) AI Writer + Editor: Write, rewrite, and refine instantly with fdmGTP’s intelligent engine. AI PDF Generator: Turn text prompts into styled, downloadable PDFs. AI Report Builder: Generate reports, proposals, and summaries with context-aware AI. Smart Excel Generator: Build spreadsheets and formulas automatically. AI Slides, Audio & Media Generators: Create presentations, voiceovers, visuals, and clips directly in your browser. No Sign-Up or Watermark: Free, secure, and fully browser-based. is a next-genStarting Price: $0 -
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officeatwork
officeatwork
officeatwork is a suite of Microsoft 365-integrated apps designed to streamline branded communication by simplifying template management, content insertion, brand governance, and email signature automation across Word, PowerPoint, Excel, Teams, and SharePoint. It offers features like centralized template libraries (ensuring users always start with the most up-to-date “right” template), dynamic templates that auto-populate user or department-specific data, branded styling enforcement, image/content choosers linked to corporate asset libraries, email signature management, and slide/content reuse tools, all accessible where users already work. The platform is built with security and governance in mind; it uses delegated permissions so customer data remains in their own Microsoft 365 tenant, no customer data is stored externally, and it aligns with Microsoft security and compliance frameworks. For IT teams, it provides centralized deployment, automated updates, and usage-based licensing.Starting Price: $13 per month -
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Document Maestro
RINA SYSTEMS
Document Maestro provides users with the ability to quickly and easily create 60-80% of a completely new document based on previously written documents. The software indexes corporate documents, searches for specific terms and saves relevant sections of documents in tagged groups. Document Maestro is ideal for searching large volumes of documents to find key concepts. Users can highlight and save portions of documents considered to be relevant or well written, and these concepts can be searched later for inclusion in new documents. Saving favorites allows frequent users to access their “best of” clauses to quickly construct well-written documents. Document Maestro prioritizes documents to find the most relevant results first and quickly presents documents for review. To search documents, users enter a detailed query by providing search terms, and submit the query to the search engine to process the results. -
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COVALYZE
Valunoo
COVALYZE optimizes your whole strategic procurement process - from demand management to RfP comparison. With COVALYZE you get a much better category data set including all technical business specification in a structured format. By combining detailed business specifications with supplier prices you will get new insights into your category data, e.g. what business features are driving the price in your category, how can I reduce article variants and many more .- Book a free demos session! COVALYZE is a platform for OEMs and enterprise manufacturers needing to drive down costs of sourced components and services whilst accelerating time to market. COVALYZE provides relevant inputs to your negotiations in one place. Price of component features, overpriced parts, high-price suppliers, you all name it.Starting Price: €750 per month -
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DocuCollab
DocuCollab
DocuCollab is a robust software, where contracts, proposals, quotes, and other official documents can be monitored and managed effectively. Collaborate with the team, vendors, and customers in real-time. Enhance your team productivity and minimize clerical errors. Manage your sensitive documents prudently. With DocuCollab, ensuring the security of the official/personal information is easier. Link your CRM, ERP, and HRM software with DocuCollab for a highly-efficient integrated platform. Analytics and reporting made simpler with DocuCollab. Negotiate on terms and conditions with the agile software. DocuCollab facilitates an easy and effective negotiation channel through track changes and comments. Create folders and assign levels of security with DocuCollab. Organize all the documents pertaining to a contract/proposal in a simple yet effective manner. DocuCollab is designed to suit businesses of all ranges across industry verticals.Starting Price: $19 per month -
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Enxoo
Enxoo
Move to Industry Cloud and transform the relationships with your clients, partners and employees. Enxoo is dedicated to automate all of your crucial business processes by offering industry-specific digital transformation platforms created from our years of experience, industry expertise and tech skills. The “Industry” element stands for ready-made solutions designed for the telecommunications sector. We deliver expertise through our industry-specific solutions, products, and professional services. Our Industry Cloud platform is a unique combination of Salesforce + Enxoo for Communications. The scalable solution allows for fast implementation of productized features and functionality at a high-security level. Our agile project delivery approach allows us to effectively communicate with customers, building a one-team spirit. Our experienced and competent teams support customers at all stages of their digital transformation journey. -
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Responsive
Responsive
Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications. -
31
Portant
Portant
Portant is like a mixture of Docusign and Zapier. We make it easy to build powerful document workflows with the tools you actually use. The simplest way to automate business-critical documents. Automate contract eSigning. Select a Google Doc agreement template, add an eSignature placeholder, and put your contract signing on auto-pilot. Generate batches of invoices. Select a Google Sheet of invoice data, add a Google Docs invoice template, and generate 10, 100, or even thousands of invoices at a time. Every time a Google Form is submitted an incident report PDF is automatically generated and shared via email. Google Forms to PDF. Select a Google Form, add tags to a Google Doc or Slides template, and generate PDFs from responses. Portant can automatically generate documents any time someone responds to a form or any time a spreadsheet is updated. Portant is a document automation solution that integrates with the tools you already use, so you can get back to the important stuff.Starting Price: $42 per month -
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Doco
McCarren
Doco is an AI-native writing assistant built directly into Microsoft Word, designed for professionals who create structured, document-heavy content. Key Features: Reference any file or folder from your desktop, OneDrive, or SharePoint—then use custom projects and workflows to generate high-quality text, tables, or slides effortlessly. Doco’s Smart Library and adaptive drafting engine surface the right context and insert results with formatting intact—no cleanup needed. Built for proposal writers, legal teams, educators, and policy analysts. Doco’s Enterprise-ready features include SOC 2 Type II compliance, SSO/SAML, and a dedicated SLA. With Doco, teams gain speed, consistency, and compliance—making everyday documents extraordinary.Starting Price: $12/month -
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FastReport .NET
Fast Reports
Full-featured reporting library for .NET Core, Blazor, .NET 5, .NET 6, ASP.NET, MVC and Windows Forms. With FastReport .NET, you can create application-independent .NET reports. In other words, FastReport .NET can be used as a standalone reporting tool. - Includes powerful visual report designer for creating and modifying the reports. Your application can run the designer from the code. - Includes online report designer for ASP.NET (only in Enterprise edition). - Connect to any database, use any of its tables or create queries. - Add dialogue form(s) to your report to prompt for parameters before running a report. - Using built-in script you can manage the interactions with dialogue form controls and perform complex data handling. - Finally, view the result and print or export it to many common document formats.Starting Price: $499.00/developer -
34
Follow Up Pal
Follow Up Pal
Follow Up Pal is the easiest way to automate your sales process, and close more business in less time! No complex software or CRM, if you can send an email, you already know how to use Follow Up Pal. Since Follow Up Pal is Cloud-based, hosted software, there is nothing for you to install or set up. Follow Up Pal includes built-in emails, written by professional copywriters, that are proven to nurture the prospect, keep them engaged, and most importantly, Close more Business for you! Ask any top Salesperson what their secret is, and consistent follow-up will always be at the top of their list. Our customers see a minimum of 20-40% increase in their close rate after using Follow Up Pal. Just add your Follow Up Pal email address to the BCC line on your mail, and we'll take over from there. We are so confident in Follow Up Pal improving your business, we offer a 60-day Money Back Guarantee.Starting Price: $35.00/month/user -
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textBEAST SmartTemplates
ASBware
TextBEAST SmartTemplates is a clipboard and document assembly/automation application featuring user-defined variable text for intelligent templates. Just set up a template and add your selectable variable text for consistent and rapid customization of documents such as letters, communications, and contracts. You can create templates with variables that allow users to simply select the correct options each time a template is utilized. This process would normally require programming/coding but with SmartTemplates, it can be done using a simple graphical user interface. Variables with advanced features let you compose meaningful, grammatically correct sentences from the chosen options, saving time while producing professionally worded documents reliably and consistently.Starting Price: $59.95 -
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Yooba Slides
Yooba
Yooba Slides optimizes your sales process, from conception to conversion. Yooba provides your sales and marketing departments with a unified solution and full design capabilities, ensuring that all sales materials are current, clear, and centrally controlled. Download our app and receive a tour along with inspiring demos. Features: • Use images, text, PDF, Word, PowerPoint, XLS, videos and more • Share selected files as email attachments, directly from your slide • Connect your tablet to a projector and present for a large audience • Collect client interest with custom forms directly from your slides • Built in analytics and viewing patterns for presentations • Follow up on updates with email alerts • Password protect slides with documents within presentations • Link to pre-defined company web pages directly inside your slideStarting Price: $35.00/month/user -
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KUBRA iMail
KUBRA
KUBRA iMail™ lets you compose and design business-critical documents that maximize the impact of each customer engagement. Web-based tools help you create and design documents such as letters and notifications. Then, our state-of-the-art facilities across North America turn those document templates as well as bills, statements, and invoices into personalized paper documents and mail them to your customers. KUBRA iMail includes web-based tools for creating and managing document templates that include personalized information and targeted marketing messages on the document, on the envelope, or as a separate insert. Our DoxsDirect™ document composition software securely imports your customer profile or billing files, provides data extraction and mapping, and uses pre-defined business rules to compose documents with customer-specific messages and data-driven charts, graphics, and calculations. -
38
DocOrigin
Eclipse Corporation
DocOrigin is the solution for generating professional, dynamic, high-fidelity business documents. Whether you need to produce large volumes of invoices or statements, or a single customer letter, DocOrigin can handle your requirements quickly, easily, and affordably. You can leverage the data stored in legacy, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and other line-of-business applications to provide customers, suppliers, and employees with documents that contain the right information, in the preferred output formats, delivered to the desired devices. Integrates easily with existing legacy applications and processes. Dynamic HTML documents for both presentation and data collection. Repurpose unused space in transactional documents for custom content. Generate a single document on demand or continuous batch generation. Intuitive template creation with DocOrigin Design. -
39
Verticalls
Goomeo
🚀 How It Works? 1/ An app fully integrate with your preferred video call software like Microsoft Teams and Google Meet (We are working on Zoom also) 2/ The dashboard where you can setup all your tools for your sales/csm team Use all the sales/csm support tools at your disposal to perform during your videoconference: checklists, sales pitches, battlecards, meeting script, crm viewer and crm qualifier 3/ Transcription and recording of meetings Whether it's to improve, to find information, or simply to report on a meeting, access the audio recording or the written transcription of your video call. 4/ Analytics and interactive report Find the complete schedule of your meeting with the interactive report. Thanks to statistics, measure your performance.Starting Price: $34.99 -
40
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 -
41
TemplatesGo
TemplatesGo
No more printing, scanning, or emailing paperwork back and forth. Convert documents into easy-fill forms for faster completion and deal closure. With TemplatesGo’s easy-to-use solution, from entering client data to completing your proposals, agreements, contracts, or any documents, you now can do it within minutes. Our user-friendly platform makes creating a fillable form from your document a breeze. Anyone can effortlessly complete and access generated documents, without the hassle of printing, scanning, or managing files like PDF, Word, or Mac Pages. Easily complete forms and swiftly review documents with our technology. Speed up document processing for accurate, error-free results in both format and content. Reuse and update the form as needed for ultimate convenience. -
42
Zoomifier
Zoomifier
Zoomifier is one simplified, integrated, and easy-to-use platform that lets your sales team unleash the power of video to better engage their customers. Organize, browse, search, share, embed or present an unlimited number of high-resolution videos, animations, 360 panoramic videos, 3D graphics, presentations, virtual tours and more with no size or length restrictions in a centralized and secure repository. Create a video library to enable marketing & sales. You don’t need to hire Hollywood talent to create videos. Zoomifier lets your sales team easily create personalized videos in minutes using existing sales collateral, presentations, and proposals. Zoomifier enables you to easily embed and edit video directly on presentation slides, and configure exactly how it is presented to your audience. There are no size, length or bandwidth constraints to worry about. Insert videos into your sales presentations and brochures.Starting Price: $200 per month -
43
Documati
Documati
Documati is a high volume document generation software that integrates with any CRM or ERP. Leverage our scalable REST API from Zapier, RPA platforms, no-code and low-code platforms or your custom build applications. Open your CRM in Chrome browser, choose a document template and simply click the button. You just generated a Word, PDF or PowerPoint document filled with the data from your CRM. Look how a tedious routine turns into a 1-minute activity. Connect to any CRM without starting a costly CRM integration project. Generate 100s of documents in 1 minute by merging data into the template. Just connect your CRM system and click the button. The last thing is to look while Documati fill out your document. -
44
Interface
Interface
A brand new way for creators to get customers. Turn your expertise into an automated selling machine with Interface, a video quiz funnel builder for creators. With Interface quiz funnels you don't have to be a slick marketer to get more leads and customers. Give your prospects an experience they will remember, and want more of. Our video-based quiz funnel allows you to understand each and every prospect as an individual. Teach your visitors something new about their situation that they have previously overlooked. Deepen the relationship with segmented email. Continue the conversation by sending segmented email campaigns. Send each person a different video with tailored advice. With quiz funnels, you can ask questions and then present personalized recommendations based on each person's responses. Increase conversions by presenting the right offer to each person. By diagnosing your prospect’s pain, Interface allows you to prescribe the right offer and close the sale. -
45
Docmo
Docmo
Integrated governance means produced content is always current and correct. Automation that handles exceptions means your team can focus on high-value work. Prepare custom templates instantly. Populate: images, tables, charts, etc. Reactive workflows. Add inputs, questionnaires, calculations. Compose emails with attachments. Professional customizations, configuration. Noninvasive. No migration. Secure, HIPAA compliant. Docmo lives behind Excel and automates Word, Outlook, etc. So, users don't need to learn a new system. Turn hours of work into minutes. No more double-entry. Pull content from any app. Ensure current templates, legal verbiage, and data are used. Easily revise previously prepared documents. Documents produced with Docmo are professional, complete, current, and correct. Log templates generated, revisions, user volume, etc. Relevant content, templates, calculations, and verbiage are automatically chosen.Starting Price: $160 per hour -
46
LegalDocs
LegalDocs
LegalDocs is changing the way individuals and businesses manage legal paperwork. Our mission is simple: make legal processes more accessible, affordable, and hassle-free. From bills of sale and lease agreements to NDAs and more, we offer a wide range of ready-to-use, customizable legal documents designed to save you time and money. Whether you're a small business owner, freelancer, landlord, or just someone looking to handle legal matters independently, LegalDocs gives you the tools to do it confidently—no legal expertise required. Just choose your document, fill in the details, and download a professionally crafted, legally binding form in minutes. Built on simplicity, transparency, and user-first design, LegalDocs is made for real people navigating real-life legal needs. From starting a business to securing a lease, we make legal work smart, straightforward, and stress-free. No jargon. No hidden fees. Just legal made effortless. -
47
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 -
48
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 -
49
Xara Cloud
Xara
Create content that speaks to your audience. A complete toolkit that reflects your ideas with visual results. No design skills required. Business owners, managers, and employees alike produce tons of content all day for sales and marketing, attracting new partners, and securing new investors. However, most people use basic tools, don’t have years of design experience, or are just frankly intimidated by design. Xara Cloud automates the application of critical brand elements such as logo, colors and fonts. All content produced by the team is on-brand without hundreds of hours of revision and constant input from designers. Let anyone express themselves without risk of damaging your brand.Starting Price: $12.99/ Month -
50
Paperflite
Paperflite
Paperflite is a marketing collateral and sales content management platform. With Paperflite marketing teams can curate, organize and distribute their content to sales teams, customer success teams and channel partners. Paperflite provides real-time engagement analytics on internal and external user interaction with your content so sales reps can prioritize leads and know when to follow up. Paperflite integrates with industry-leading CRMs and Marketing tools and available across devices.Starting Price: $30 per user per month
