Alternatives to Outbooks Proposal
Compare Outbooks Proposal alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Outbooks Proposal in 2024. Compare features, ratings, user reviews, pricing, and more from Outbooks Proposal competitors and alternatives in order to make an informed decision for your business.
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ConnectWise CPQ
ConnectWise
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. -
2
Proteus
Xergy
Proteus is the complete project management software built by energy experts for the energy sector. Proteus brings pre-project planning, winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves companies in oil and gas and renewables away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, win more business, deliver more projects and keep work simplified. Proteus brings everything together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place on a centralized platform. Proteus dramatically improves efficiency by improving the way margins are managed, resulting in cost savings to allow your company to scale and grow. Maximize value across the project lifecycle. Get better visibility, better control, better consistency and better productivity.Starting Price: $35 per user per month -
3
iQuote Xpress
iQuote Xpress
Most proposal automation and quoting software requires days of training or paying for help from an IT consultant with a Ph.D in APIs just to get started. But with iQuoteXpress (IQX), we do the heavy lifting to rapidly deliver a customized, integrated, and fully supported sales proposal and quoting solution. It’s a configure, price, quote system that's easy to roll out and easy to use. Your sales proposals should reflect your brand values. IQX tailored proposal templates will help ensure a consistent look and feel for every quote you put in a customer's hands. We’ll build a custom, branded dashboard for your quoting software, and load your catalog of products, services, pricing schedules, even your customers and accounts. Sales enablement requires analytics, and we’ll deploy the back-end tracking tools to give you complete oversight, and help ensure no proposal or business opportunity goes missing.Starting Price: $39 per year -
4
Super Proposal
Super Proposal
Super Proposal is a powerful tool designed to enhance the proposal process for businesses. It features secure, legally binding digital signatures that allow clients to sign documents instantly, eliminating the delays associated with traditional methods. This ensures that proposals are valid and tamper-proof, speeding up the sales cycle significantly. The platform also offers real-time tracking of document changes and interactions, providing transparency and accountability. Users can monitor every modification, fostering client trust and ensuring compliance with legal standards. Additionally, Super Proposal supports multiple languages, making it adaptable for international clients. This feature enhances communication and engagement, allowing businesses to reach a broader audience. Overall, Super Proposal streamlines workflows, improves efficiency, and builds stronger client relationships through its comprehensive functionalities.Starting Price: $24/month -
5
XaitProposal
Xait
Automate the RFI, RFP, and tender response process and accelerate the creation of dazzling, high-impact documents that win you more business. Our cloud-based platform enables proposal teams to collaborate on multiple RFPs, RFIs, and tenders with real-time co-authoring. Smart features for task assignments, comments, feedback, and approvals keep your team in sync, now perfectly capable of delivering high-quality documents within minutes. Streamlined creation with automated formatting, version control, and layout templates, combined with our content library and collaborative editing, ensures you have time to focus on details, personalization, and quality of content. Deliver dazzling on-brand, high-impact bids that reflect the quality of your services. Templates and automated formatting ensure professional proposals and bids are perfectly aligned with your brand. Combine intuitive step-by-step questionnaires with our content library to build custom proposals quickly. -
6
Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
7
WeSuite
WeSuite
For simple to complex sales, we’ve got you covered. WeEstimate and our special-feature modules allow for ease of customization to support national accounts, contract pricing, multiple catalogs, disparate tax codes, sophisticated reporting, and the many other sales challenges facing larger, multi-site organizations. WeSuite helps small to medium businesses grow with powerful tools scaled for your size and budget. Our sales management software and mobile solutions empower your team to work more efficiently, present more professionally, and sell more effectively by simplifying and automating the quote-to-close process. Coordination and collaboration has never been easier. Real-time, centralized data keeps team members on the same page, working toward common goals. Make smarter business decisions based on pipeline transparency and detailed sales reporting. Grow your organization and increase profitability.Starting Price: $69.95 per month -
8
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 -
9
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. -
10
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 -
11
PitchPerfect
Enable Business Solutions
PitchPerfect automates the creation of high quality, branded and consistent pitch documents, allowing more time for you to focus on tailoring the pitch content to meet the specific requirements. Success resides in firm’s ability to sell themselves through an ever-increasing number of well-crafted pitches that focuses on core competencies and make them stand out from the competition. Almost every piece of new business is won through an ability to demonstrate why they are the best law firm to work with for that specific client. Firms wish to produce sophisticated looking, professional draft pitch documents quickly and easily so that the pitch team can focus on the winning content. Time, resource and sourcing content constraints often makes this task very difficult and inefficient but PitchPerfect solves these problems. -
12
Duuers
Duuers
A simple tool for business proposals that helps you stand out from the crowd. With Duuers proposal editor you can create proposals 10 times faster than with your current tools. You can choose from ready-made templates and you can create your own ones. You save both time and effort. Your customer will feel right from the first touch that their time is also valued. Ready-made well-designed quote templates will help you create a good customer experience. The offer is easy to open and read. The customer can immediately ask for more information and clarifications, which you can answer - you will win more deals. You will be notified when the customer has opened, commented on, or accepted the offer. The ability to edit submitted offers on the fly, without re-submissions, improves winning trades. Always a professional-looking proposal, regardless of the bidder. Always promote your company's products, services, and brand in a unified way.Starting Price: $59 per month -
13
ProposalSmartz
ProposalSmartz
The Ultimate Business Document Software! ProposalSmartz is excellent software that creates all your important documents like business proposals, letters, contracts, invoices and estimates. ProposalSmartz ensures that you close all your business leads in first go by creating winning proposals within minutes. It’s time to say Goodbye to expensive content writers. Proposalsmartz contains professional business proposals, letters, contracts, invoices and estimates written by industry experts. You need not depend on expensive content writers with this easy-to-use business proposal software. You can generate business proposals and other documents in just 3 simple steps and publish them. Proposalsmartz proposal software provides you with a huge number of business proposal templates for different documents depending on your industry. You can easily search for the required template and use it as per your choice. All the business proposal samples in Proposalsmartz have been created and reviewed.Starting Price: $49.95 one-time payment -
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Proposeful
Proposeful
Proposeful is the perfect solution to send proposals and contracts, track when clients open them and close sales faster with electronic signature. Proposeful is the perfect business proposal software to write beautiful proposals and share them with clients quickly. With our business proposal software you'll know when a client opens your proposal and how long they spend on each part of it. Let clients accept your proposals with just a few clicks. Connect Proposeful to your CRM and thousands and other tools to automate your proposals. Invite unlimited users to your account and let them reuse proposal templates and easily close deals. Organize and search proposals with tags and see how well they've performed. Know how clients interact with your proposals with our intelligent reports. Every access is tracked and you can learn how long your client spent on each part of your proposal. All of our templates are fully customizable. -
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ProjectMark
ProjectMark
Nothing brings out the worst in a team then working on an RFP response with a tight deadline. Due to the technical nature of AEC design and construction proposals, they require a lot of technical staff, combined with marketing staff. Countless hours are spent writing and re-writing proposal responses. Hunting for information that's already been submitted takes away from focusing on the current proposal. Creating tailored responses to a specific client's project is what ultimately leads to a shortlisted proposal. Our proposal software starts with smart content creation or capturing content once digitally, make it easily searchable, and re-usable to populate your custom proposal responses quickly. Imagine a tool that makes proposal creation easy. Field staff, project managers, marketers, and executives can collaborate seamlessly to create an amazing proposal. -
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smartOFFICE Online
Simply Reliable
smartOFFICE is the only cloud based Enterprise-Grade workflow software developed for the custom smart home integrator, by custom smart home integrators. Create beautiful proposals quickly using our one-of-a-kind tools. Once you close the deal, invoice the client, order the products and schedule the work. Implement a better process with smartOFFICE Online today. From first point of contact to creating beautiful online or pdf proposals in minutes through managing the entire process from purchasing, inventory, project management, time tracking, iOS and Android field apps, and accounting integration with QuickBooks Online or Desktop, smartOFFICE is your complete end-to-end solution. Our step-by-step Welcome Process will help you setup a working demo including the brands you sell within 5 minutes. Then utilize our smartPRENEUR Academy to watch a complete demo and educate yourself at your own pace in about an hour.Starting Price: $29.99/month/user -
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QuoteRobot.com
QuoteRobot
QuoteRobot makes it easy for web professionals to write winning proposals, invoices, and contracts. Our professionally designed proposal, invoice, and quote themes help you look your best. Rather than using a word processor, use one of our hand-crafted themes or create your own. QuoteRobot mines line item data from your quotes, invoices, and proposals to help you know what to charge for every item, automatically. Start from scratch, or use of our pre-written proposal templates to get your quote out the door more quickly. Save past proposals to use as templates for repeat pitches. Email your potential client a proposal with an optional PDF attachment and they can approve it on your own subdomain with a single click. Easily generate a detailed timeline of your project, complete with payment milestones so your clients know when to pay you to keep things moving.Starting Price: $19 per month -
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XaitWebProposal
Xait
XaitWebProposal guides you through the creation of custom mini-websites without a web developer. Ideal for sales and proposal teams looking to save time, engage buyers and keep the conversation flowing. Engagement provides opportunity insight. XaitWebProposal delivers a unique and fast way to stand out from the competitive crowd. Content and layout have important roles to play, XaitWebProposal governs both automatically for professional, on-brand documents. More engagement means more opportunities, XaitWebProposal automates the construction of mini-sites based on your content and layout to save time. Interaction accelerates the sales cycle, XaitWebProposal’s interactive experience keeps the conversation flowing. -
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QuoteWerks
Aspire Technologies, Inc
For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.Starting Price: $199.00/one-time/user -
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Flowcase
Flowcase
Flowcase (formerly CV Partner) empowers professional services firms to create tailored resumes, CVs, and case studies with ease, helping them to win more bids in less time The new way to manage your CVs and Case Studies. Easily manage and tailor your company’s credentials for tenders. Quickly highlight the most relevant experience for each bid and proposal. Effortlessly export CVs and Case Studies to Word, PowerPoint and PDF. Use advanced search to find the right people for the proposal. Easily tailor and highlight relevant content for each proposal. Always up to date CVs and case studies in the same layout. Customizable templates to avoid copy paste. Collaborate on proposals with other companies. Increase consistency and quality in proposals. Some of our core features and benefits. One Single Workflow. One system for managing all stakeholders in the proposal process. Master CVs. One master CV for each employee provides a single interface for data input. -
21
Quoters
Cloudman Labs
Create faster and better business proposals. Generate unique sales documents for your clients, reusing content and managing your costs to save time and money. Make your proposals more agile. Make them look better. Boost your productivity. Move up to the next level, creating unique sales documents for your clients accessible anywhere. Quoters has no limits on any plan. When a company’s success depends on a single person. Quoters will be your best weapon for quoting, so you can focus on what truly matters: your business. With Quoters, work in the cloud to create well-designed and professional sales proposals, so your price quotes are a true representation of your image. Keep track of the versions of your project and let clients accept your proposals online. It’s difficult (if not impossible) to get your quote accepted right away. That’s why you can create all the versions you need. And once you’ve convinced your client, he/she can sign the quote online.Starting Price: $4.90 per user per month -
22
Sofon Guided Solutions
Sofon
Software for quick and easy Proposal generation, Product Configuration, Pricing, Quotation and Order creation. For more than 20 years we help companies with our standard CPQ Software to grow whilst reducing costs and improving quality. We make complex sales processes of companies repeatable and scalable. This ensures standardization, guaranteed, consistent quality and the ability to do much more with the same capacity. Sofon aims to ensure that its customers make the broadest and deepest possible use of its solutions in their organization, so that they get the maximum return from Sofon.Starting Price: $30000.00/one-time -
23
Bidrik
Bidrik
Create client quotes, sales proposals, product sheets, and folders with our flexible templates, or upload your existing sales materials and combine them freely. You can set up your business profile with just a few clicks. The sales documents on the account will be adjusted to these settings. Bidrik will be your sales hub, where you create and store everything you send to your customers. It will help you close your deals fast. Send sales quotes and proposals online, directly to the customer. See when they are opened, how much is read, and for how long. Set up automatic reminders. Bidrik works as your automated digital sales assistant, and processes your customers’ orders without having to spend much time or thought on the matter. With a clear dashboard and real-time stats, you're making progress. Do not lose business, get alerts when quotes and contracts are about to expire.Starting Price: $23 per month -
24
Tango
Tango
Tango brings together all the essential aspects of project operations into a single URL shared by you and your client. This single URL includes the proposal, the contract, communications, and change request management. invoicing & payments. Tango saves you 1 hr/day by streamlining your mundane "account management" tasks. Set a goal for your AI-Form and watch as it dynamically asks questions to gather high-quality information that helps you gain clarity. The sign-ready proposal, is customizable with scope, terms, payment and contract all in one. Configurable payment terms that are automatically enforced to collect payment faster, enhancing cash flow. We built Tango to fit into the workflows of creative freelancers & agencies of all shapes and sizes. Tango is currently used by a wide array of shops - web design, branding, and digital marketing.Starting Price: $25 per month -
25
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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Ignition
Ignition
Ignition is the leading revenue generation platform for accounting and professional services businesses to spark greater efficiency and profitability. Ignition automates and optimizes proposals, billing, payments and workflows in a single platform that fits seamlessly into existing technology stacks. With a vision to transform how professional services and their clients do business together, Ignition empowers 7,000+ businesses to reach their full revenue potential. To date, Ignition customers have engaged over 1.5 million clients and generated US $6.6b in revenue via the platform. Ignition’s 180–strong global workforce spans Australia, Canada, New Zealand, the Philippines, US and the UK.Starting Price: $99 per month -
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Indy
Indy
Indy is an adaptive, all-in one management software that helps freelancers and small businesses track everything from proposals to payments. Indy makes organization and time management easy, letting its users focus on their work. This platform features a library of proposal, contract, and form templates to make getting clients easier. The task tracking system allows users to assign individual tasks to larger projects or categories. As users work on tasks, the time tracker tool logs and categorizes time spent on each task, making it easy to balance multiple projects and create invoices. When it’s time to get paid, use Indy to generate a detailed invoice to send right to clients: in return they get peace of mind knowing that Indy uses the web’s top payment methods, like PayPal and Zelle. With other tools like Profiles, Drive, and Client Contacts, Indy’s features make it a versatile and reliable addition to any creative team.Starting Price: $12 month/user -
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ONTILITY Pro
Energy Matters
Trusted by Thousands of Professionals. Building on almost 2 decades of front-line experience working with solar & renewable energy professionals, ONtility ProTM is designed to speed up and enhance the sales process. Easily crunch the numbers, generate professional sales proposal materials, and manage your sales activities. ONtility ProTM helps you focus on what matters: identifying your customers` needs, designing smart solutions, and getting new business on the books. Produce accurate performance and pricing estimates that reflect current energy rates, incentives and rebates. Includes a PV Layout Tool: define buildings, installation areas, keep out areas and obstacles. The Solar PV Layout Tool auto places PV modules, creates sun path shade views, provides 3D views and more!Starting Price: $54.95 per month -
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Lancelot
MarketBranch
Quickly and easily create professional proposals that represent your freelance offering with Lancelot. It only takes minutes, not hours to craft the perfect proposal with Lancelot. Our aim is to make it as simple as possible to create beautiful proposals with ease. When you’re ready, send your proposal through Lancelot and get real-time notifications when your client has viewed your proposal. Your client can sign and accept your proposal directly through Lancelot, reducing the friction of sending documents back and forth. Save time and avoid the frustration of manual formatting. With Lancelot, creating a fully customized proposal takes minutes instead hours. First impressions matter. Impress your clients with a beautifully designed and professional proposal with a premium cover image. No more printing and scanning just to get a signature! Your clients can sign your proposal online with an e-signature. -
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Colibro
Colibro
Business tools that work for you. Proposals' intuitive text editor lets you focus on the content and forget about the formatting. Get notified immediately when your clients perform key actions. Break down costs of products and services with ease using a pricing table. Add your logo, terms & conditions and any additional notes you want to share with your clients. Your invoices live in the Colibro platform and you will know when your clients have viewed them. Keep track of which invoices are settled and which are still outstanding by entering payments against your invoices. Need to bill your clients periodically? Automate the process and save time every cycle. Upload receipt files anywhere in your browser to quickly create expenses. Group expenses to create reports for your records and to export to your accounting software of choice. Keep track of spending based on expense categories and client jobs.Starting Price: $9 per month -
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Tispr
Tispr
A productivity suite built for you. We understand the hassle behind the hustle. That's why we make it easier to handle the difficult things so you can spend more time doing what you love most. Get stuff done easier and faster so you can spend less time managing your business and more time on what you do best. Record, report, and get paid for your time—all at the same time. Send lawyer-vetted contracts to your clients in minutes. Keep all your work files in one place and easily share them with your clients. Manage tasks simply and stay organized so you can focus on what's important. Managing your time is one thing. Managing expectations is another. Our tools help ease the challenges that come with keeping your clients up-to-date and informed. Start new client relationships on the right foot with a flexible proposal and estimate builder. Organize and add clients to your customer database to keep track of important details.Starting Price: $16 per month -
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Funnel CRM
Funnel CRM
Never miss closing a deal, or following up with a customer again. All growing businesses run into the same fundamental problems. Losing track of your leads, buried under email, forgetting to followup. The good news? Funnel solves them all. Try Funnel CRM free for 14 days. A simple CRM software to track leads, manage follow-ups, less data entry, more sales. Its that quick and easy. Use our simple form builder to create contact forms. Paste the code you get into your website, done. Contact form submissions create deals that are placed in a sales funnel, instead of a messy inbox. Know when your messages have been viewed by your customers. Awe your customers with professional, well-formatted proposals. Multiple currencies supported. Funnel builds and maintains your contacts database, based on the information they provide through the contact forms. No effort required. You can use your favorite email client or mobile phone to reply to your customers.Starting Price: $10.00 per month -
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Proposable
Proposable
Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow with just a few clicks and go from spending hours on customizing new proposals to just minutes. Wow, your clients with beautiful proposals stand out above the rest. Add video and rich media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact. Stop chasing down payments after your proposal is accepted. Turn on proposal payments to collect your initial payment instantly. Your client simply follows the steps, review, accept, pay and your done! Easily connect to the products you already use to manage your sales data to enable a seamless sales proposal workflow. Dynamically create proposals from your CRM opportunities and push proposal events back into your CRM for better visibility of all your in-progress deals. -
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Upland Qvidian
Upland Software
Build a winning proposal and respond to request for proposal (RFP) more efficiently with Upland Qvidian. Cloud-based and feature-rich, Upland Qvidian is an enterprise-grade RFP and proposal automation software solution that streamlines content management and drives business efficiency via a single trusted content library. Key benefits of using Upland Qvidian include centralizing sales and proposal content, enabling real-time collaboration, measuring business performance, ensuring compliance, creating and delivering professional documents, and more. -
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Solo
Solo
Dynamic proposals, integrated doc management, and next day turnarounds on CAD & engineering streamline the sales process, optimizing deal closure and efficiency. With our solar & roofing software, you not only have easy access to your proposals, but can quickly customize them from anywhere. From personalized company branding to integrated lending options all within the proposals, our software streamlines the process, optimizing deal closure and efficiency. Are your proposals meeting your sales reps’ needs? In today’s fast-paced world, consumers expect adjustments on-the-fly. With the Solo solar proposal software, you can make changes live with our dynamic and interactive features. Speed and accuracy are our focus, allowing your sales reps to request and receive a proposal in minutes while in the customer’s home. Finally, our full-service design team will create a professional proposal template catered to your branding and sales needs. -
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ProposalPad.com
ProposalPad
Using ProposalPad you can respond to new business opportunities with greater efficiency, higher productivity, and the consistent quality proposals and presentations you desire. ProposalPad is a unique online proposal system developed for small business owners that makes it easy to create professional-quality project proposals. Why pay for a proposal template when this PDF proposal service allows you to quickly and easily develop your own personalized proposals? Just upload your company information, services, and logo once, and you're ready to start creating proposals that will put you ahead of the competition. The settings dashboard lets you know exactly where you stand. How many testimonials, and references you have listed and what percentage of your proposals have been accepted. Manage all of your contacts in one place. You can even import your contact list from other applications to prevent too much additional work.Starting Price: $18 per month -
37
BidMagic Proposal Software
BidMagic
BidMagic can create a $100,000 professional proposal in just 10 minutes. The proposals will blow away your competition! As you automate your sales workflow, the results will be immediate. This award-winning AV & Security proposal software was created by and for custom electronics installation salespeople. If you need power, accuracy, ease of use and great-looking proposals BidMagic is for you. If you create proposals with DIY spreadsheets – you waste lots of time cutting and pasting. Plus you do not have product management or price controls. If you use accounting software for product management, you cannot calculate labor or create professional-looking proposals. Other “Design” programs are too expensive, too complicated, require expensive training, and extended lead time to start up. They are not intended for salespeople. BidMagic combines the top features you need into the ultimate business platform for installing dealers.Starting Price: $1,299 one-time payment -
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Meridian for Proposal Teams
XRSolutions
Managing proposal resources is never simple. Meridian for Proposal Teams smoothes out the procedures by giving Proposal Managers the tools they need to keep the schedule moving towards a successful delivery while providing the all-important subject matter experts with the ability to contribute in a timely and friendly way to the overall proposal effort. Get immediate access to approved content and quickly import into any working file. Search and retrieve company information, technical information, drawings, biographies, product data and much more. Here are just a few of the significant features and benefits: View and track proposal efforts at a glance, search and publish to reusable content libraries, work on proposal volumes in a collaborative workspace, build and manage virtual teams, common document formatting, accountability with checks and balances, built on Microsoft SharePoint.Starting Price: $8 per month -
39
Pro-Posal
Pro-Posal
Create custom, professional proposals on any device in literally seconds, on OR off the job site. Send the bid right there on the spot, or save to your account for later use. Pro-Posal will set an automatic 7 day reminder to follow up that will appear on your dashboard calendar. Use Pro-Posal to communicate with your customer. Log into the program via our website and enter the dashboard. Don’t want to set up your account yourself? No problem. Shoot us an e mail and Jessica can set up your account for you free of charge. Keep contact information in Pro-Posal for follow up on the next service.Starting Price: $30 per month -
40
Proposal Manager
Coldwater Technology
Proposal Manager is a modular proposal management solution that allows for the complete management of RFPs for virtually any industry. This robust application is designed to be integrated with your existing ERP or MRP system, empowering your sales team to have accurate product information on-demand. Embedded within the application is a fully user-maintained Product Configurator. This configuration utility allows for a complete definition of the allowable features and options you want to provide and establishes price points for each of the options, which can also be easily added and removed. We also equipped this application with the ability to manage your customers and their contact information, which will allow you to, quickly and efficiently generate and deliver proposals. If your company is currently facing challenges with the creation and delivery of accurate and thorough proposals, Proposal Manager is the end-to-end solution you need to employ to automate the RFP process. -
41
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. -
42
Capture2Proposal
Capture2
Capture2Proposal is the leading GovCon business development, sales intelligence and capture lifecycle management platform. Identify and target opportunities as early as 36 months before the solicitation date giving you the runway needed to shape the deal. C2P’s machine-learning model analyzes your pipeline and feedback to suggest relevant federal procurement opportunities to consider. Easily create custom data fields to align C2P to your business development and capture processes and pipeline reporting needs. Contacts library and activity tracking ensures your winning process is repeatable and lessons learned are readily available. Integrated proposal scheduling, task and document management simplify data calls and streamline proposal planning and development. Invite, assign roles, and manage your proposal teams’ access to C2P’s DFARS/NIST SP 800-171 compliant proposal repository with ease. -
43
inRetail
Intelometry, Inc.
Founded in 2003, Intelometry, Inc. is a Technology and Consulting Services Company that specializes in retail electricity and natural gas market operations. Intelometry clients consist of retail energy suppliers, large energy users and user groups, and consulting firms located across the continental U.S. Intelometry’s product lines and offerings fall into three primary categories including: • Retail energy transactional software developed and supported by Intelometry for use by retail energy suppliers, energy brokers, and large end users • Consulting services specializing in retail energy market operations, regulatory matters and new market entry • Production and distribution of retail energy data critical to market operations and analysis Key Intelometry staff have held senior management roles in prominent energy companies and consulting firms. This real world experience affords our team a high level of credibility and insight when working with our clients. -
44
PSQuote
CLD Partners
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients. -
45
Tilkee
Tilkee
There is a better way than an attachment or a shared drive to send your key, strategic documents! Simplify file creation and sharing (contracts, quotes etc.) - Avoid sending tedious emails and attachments to your contacts and ensure the secure delivery of your most sensitive documents. Send and share all your documents with your contacts from one centralised, shared, organised space. Add, delete and replace documents in a few clicks and make the relationship with your customers, prospects and partners seamless. With our lead scoring based on a predictive machine learning algorithm, you can instantly qualify your contacts and gauge their level of interest. Use Tilkee's lead scoring to trigger the next best possible step (automatated or manual), and improve your operational efficiency and profitability.Starting Price: $19 per user per month -
46
NiftyQuoter
NiftyQuoter
Creating and managing proposals by NiftyQuoter online proposal software can easily save you 50% of your time. Three kinds of templates: theme templates, content templates and pricing templates. Combine these, make some custom changes if needed, and you can send it to your client by email right via NiftyQuoter. Or you can always create your own template. Customize the design of templates to match your brand with just a few clicks of a mouse. You can even change the colors of background images, headings, text etc. easily. You can reply to their comments readily via NiftyQuoter online proposal software and they will be able to see your reply in real time. Stop using Word, start using NiftyQuoter proposal software!Starting Price: $19 per month -
47
Bonsai
Bonsai
What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.Starting Price: $17 per month -
48
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. -
49
Quoter
Quoter Software
Quoter is an online quoting platform for sales teams. Quoter helps sales teams save time, increase control, and win deals faster by streamlining the sales quote and proposal process. It comes with reusable quote and proposal templates, quote and email tracking, easy, online acceptance and payment, CRM and accounting integration, and so much more. Create more quotes, eliminate bottlenecks, and get paid faster with Quoter. Quoter is a lightning fast, modern quoting platform for technology service providers. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. All of our core plans include unlimited users. Create impressive, accurate quotes in just a few clicks. Rest easy knowing exactly when your quotes are opened. Seamless PSA, CRM, distributor, and accounting integrations. Leverage our automation to encourage more people to quote.Starting Price: $99 per month -
50
Nusii
Nusii
Gone are the days of spending hours and hours in Photoshop or Indesign. Nusii lets you add your own branding to our “out-of-the-box-beautiful” templates in minutes. And that's not all, with your own custom domain and email address, no one will even know you're using an online service at all! There's nothing worse than sending off a proposal for that awesome new project only to have no idea whether it's even been seen! Nusii will keep you in the loop, always. We'll let you know when your client opens the email that contains their proposal link, and again when they open their proposal. Nusii let’s you save and insert your best content, along with your pricing at the click of a button. What’s more, with Nusii’s variables you won’t even need to worry about swapping out your old client’s company details, our proposal variables automagically removes the need for the traditonal find and replace.Starting Price: $19 per month