Alternatives to Planlined
Compare Planlined alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Planlined in 2026. Compare features, ratings, user reviews, pricing, and more from Planlined competitors and alternatives in order to make an informed decision for your business.
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Expedience Software
Expedience Software
EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration SELF-SERVE SALES PROPOSALS Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required. -
2
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 -
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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. -
4
eRFP
InHub
Make your next request for proposal (RFP) fast, smooth, and efficient. As a trusted RFP concierge, InHub LLC’s leading Investment Consultant eRFP platform allows investment fiduciaries to complete the RFP process cost-efficiently. Using our robust eRFP technology, users can efficiently create a customized RFP questionnaire, submit the questionnaire to chosen candidates, evaluate proposals side-by-side, take notes online, and document the entire process for a fiduciary audit file. With InHub, you can speed up the RFP process while reducing risk and cutting costs.Starting Price: $1000.00/one-time -
5
Cluda
Cluda
Cluda is an AI-powered insurance policy analysis, comparison, and renewal automation platform designed to help brokers and insurance professionals streamline their back-office workflows by eliminating manual checks, reducing errors, and speeding up key tasks. It uses intelligent document ingestion to upload and standardize complex policy documents in formats like PDF and Word, automatically extracts key data and clauses using advanced OCR and AI, and generates clear side-by-side policy comparisons that highlight differences in coverage, exclusions, and terms with direct links back to the source documents for verification, reducing the risk of missed changes and compliance issues. Cluda also maps extracted and compared data into branded renewal reports using firm-specific templates, saving hours of manual reporting and enhancing client communications, and it supports an AI-driven assistant for coverage queries and policy insights. -
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LTC Quote Plus
StrateCision
The successor to StrateCision's acclaimed LTC Quote program for LTC quote comparisons, LTC Quote Plus is the new industry standard for comparing LTC policy rates. With LTC Quote Plus, you can get quotes for a single client or a couple, for virtually all current LTC insurance plans. Choose levels for all benefits, including special riders unique to the policy. Create single or comparative proposals, up to 6 on a page. Show additional illustrations such as cost of waiting, how inflation protection increases benefits, and alternative premium tables. Quotes are state specific and designed to mirror those of the carriers' software. StrateCision's LTC Quote Plus is an enhanced program which adds many features requested by users, including save and retrieve proposals Screen preview of all illustrations. Search for all plans with the benefits you are looking for, and rank them in order of increasing premium. Synchronize benefits for spouses. E-mail illustrations to clients.Starting Price: $25.00/month/user -
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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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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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ClientPoint
ClientPoint
ClientPoint Enterprise platform helps you easily manage document and proposal generation, automation, tracking and AI-powered business relationship workspaces (called ClientPoints) and relationship sidebar for prospects, customers and partners. Schedule, message, video conference, share content, e-sign, and pay all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. The enterprise platform allows for integration of your CRM, ERP, BI and other tools, or use ClientPoint end point solutions, including custom CPQ, and formentioned tools, to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform -
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Meridian for Proposal Teams
XRSolutions
Managing proposal resources is never simple. Meridian for Proposal Teams smoothes out the procedures by giving Proposal Managers the tools they need to keep the schedule moving towards a successful delivery while providing the all-important subject matter experts with the ability to contribute in a timely and friendly way to the overall proposal effort. Get immediate access to approved content and quickly import into any working file. Search and retrieve company information, technical information, drawings, biographies, product data and much more. Here are just a few of the significant features and benefits: View and track proposal efforts at a glance, search and publish to reusable content libraries, work on proposal volumes in a collaborative workspace, build and manage virtual teams, common document formatting, accountability with checks and balances, built on Microsoft SharePoint.Starting Price: $8 per month -
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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 -
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SpecBot
SpecBot
SpecBot is an AI-powered proposal generator for freelancers and small agencies. Fill in a short intake form — client name, project type, budget, timeline, requirements — and get a complete, professional proposal in seconds. Every section is fully editable so you can customize tone, pricing, and scope before sending. Share proposals via a branded client link instead of PDF attachments and get notified when clients view them. Free tier includes 10 AI proposals per month. Pro plans from $12/mo for 50 proposals.Starting Price: $12/month/user -
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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. -
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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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seProposals
salesElement
The seProposals pricing engine guides your sales team when creating a quote. Only authorized users can change pricing, so you don’t have to worry about unapproved discounts or other pricing errors. Easily access key resources such as cover letters, case studies, and images in the asset library. Ensure your sales reps always have current, approved content for proposals– even if they are new to your team. seProposals offers built-in, line-item integration with most major CRM systems. Leverage the full power of your CRM, maximize your sales efficiency and reduce errors that arise from unnecessary duplicate data-entry. We customize our templates to fit your brand and design specs. So every proposal, regardless of who creates it, adheres to your corporate style. Your proposals will look great without wasting any sales times on formatting.Starting Price: $85 per user per month -
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Meridian for RFP Analysis
XRSolutions
Meridian for RFP Analysis is a reliable request for proposal (RFP) management solution for state, federal, and local bids. Available with on-premise deployment and supports Windows operating systems, Meridian for RFP Analysis helps your organization by providing critical proposal artifacts needed to develop a winning proposal. By leveraging Meridian for RFP Analysis, you can create comprehensive proposal outlines and perform efficient requirement analysis on any RFP document. Available on all our products at a per license, annual agreement and includes the following benefits. Unlimited Phone Support. Unlimited email Support. Major version upgrades at no cost. Priority notification of product updates. Access to weekly training webinars. Invitations to Beta testing and product round tables. Build a compliance matrix and cross references with Meridian for RFP Analysis.Starting Price: $98 per month -
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Nulius
Nulius
Get used to Nulius' editor in no time. Seamlessly migrate and start creating your proposals with no learning curve at all. Choose the template and cover that fits best your proposal, insert pricing tables, your logo or any other image and adapt the smallest details of it. Everything that happens with your proposal gets recorded, so you can easily see the progress of closing. You'll get an email for the most important events as well. Live notifications when your prospect opens, accepts or denies your proposal, so you can react fast and win. Save time with custom fields, use formulas for automatic calculations and updates. Reuse content whenever possible with our Content Library and never write the same content twice. Insights that help you engage your clients. Know how much time your client has spent reading the proposal, segmented by page and version. Find out who's your best performing teammate and get detailed reports for any period. -
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Formlio
Formlio
Formlio is a no-code proposal platform that helps teams create interactive, responsive web proposals instead of static PDFs. Users can build polished client-facing documents from professionally designed templates and reusable content blocks, including sections for text, visuals, videos, portfolios, case studies, testimonials, timelines, process, FAQs, pricing, graphs, approvals, and e-signatures. Formlio makes it easier to present scope, packages, pricing, optional add-ons, timelines, deliverables, and proof of work in one engaging proposal. Interactive quoting lets prospects explore options and see totals update in real time, while built-in approvals and e-signatures help move the deal forward inside the document. After sending a proposal, teams can track engagement with proposal analytics, including views, time spent, approvals, and client activity. Formlio is designed to help service businesses save time, present their work better, reduce back-and-forth, and win more clients.Starting Price: 15 -
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Outbooks Proposal
Outbooks
Outbooks Proposal Tool is designed for accounting and bookkeeping firms to streamline their proposal creation and management process. The Outbooks Proposal Tool simplifies the creation of professional proposals that reflect the brand’s identity. The tool automates the generation of engagement letters, ensuring compliance and consistency. Integrated payment options simplify transactions, making it easier for clients to pay for services. One of the most notable features of the Outbooks Proposal Tool is consistent value-based pricing, ensuring that clients receive transparent and fair quotes. With Outbooks Proposal Tool, accounting practice can enhance their efficiency, improve client experience, and maintain professionalism in all client communications.Starting Price: £30 -
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Qarar
Qarar
Qarar is an AI‑enabled business case management platform that lets teams collaboratively build CFO‑ready business cases in minutes using customizable templates, defined assumptions, and a spreadsheet‑free interface. It automates ROI and cost‑benefit modeling, provides guided frameworks for value propositions, and enables real‑time comparison and review of multiple scenarios. Designed to centralize all business case workflows, Qarar indexes assumptions, financial inputs, and narrative justifications to maintain consistency across proposals and preserves institutional knowledge as team members rotate. With built‑in sales enablement features, it streamlines the creation of polished, investor‑grade documents—complete with charts, executive summaries, and stakeholder‑specific analyses- and offers version control and portfolio management tools for the office of the CFO to track, compare, and approve cases at scale.Starting Price: $999 per month -
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Docue.AI
Docue.AI
Create new proposals automatically from your past proposals using AI. Sign up for free, or choose a plan that suits your team. Upload your past documents, to Google Drive, SharePoint, or Dropbox. Start using Docue to send sales proposals and quotes 10X faster. You can sign up for free, upload your past proposals, and draft new proposals faster.Starting Price: $25 per month -
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Proposal.biz
Proposal.biz
Proposal.biz is an AI-powered platform that helps businesses create, send, and track professional proposals and quotes. It streamlines the sales process with customizable templates, real-time engagement tracking, e-signatures, and a smart content library that extracts branding and pricing details automatically. Teams can collaborate on documents in real time, eliminating version control issues and back-and-forth emails. Built-in analytics show exactly when a proposal is opened, viewed, or signed, helping sales teams follow up at the right moment. Proposal.biz integrates with CRMs like HubSpot and Zoho, and supports Slack notifications so teams stay updated the moment a client interacts with a document. By replacing static documents and scattered email threads with a centralized, trackable proposal workflow, Proposal.biz helps businesses present themselves professionally, reduce turnaround time, and close deals faster.Starting Price: $19/month -
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Estimo
Estimo
Kick-start estimates by using templates and utilising off-the-shelf content. Reduce the overhead of creating proposals that still feel bespoke. Everyone can work on the same proposal together, at the same time. Updates are automatically saved and recorded in a comprehensive changelog. Avoid project resourcing issues through the clear tracking and visualisation of project progress. Create, access and edit proposals wherever you are – from your computer, tablet or mobile. Graphical visualisations, notifications and live activity feeds help you to stay on the ball with actions across your team. Store frequently sold products and services in one place, so that they can be quickly re-used. Define internal instructions, enabling junior team members to work autonomously. Invite, manage and remove users. Assign permission schemes that reflect their role within the estimation process. -
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BrightPropose
Bright
BrightPropose enables accounting firms to generate professional, branded client proposals and letters of engagement in minutes rather than hours, thanks to smart templates and a built-in pricing calculator that removes guesswork and under-pricing. Its features include full customisation of proposals, emails and engagement letters to match a firm’s visual identity; fast creation of accounting-service templates; accurate and consistent pricing using a calculator configured for variable services; a streamlined workflow that transfers client data from the firm’s practice management system; and digital client onboarding via secure e-signatures so the transition from proposal acceptance to project initiation is seamless. With BrightPropose, you can impress clients, send proposals quickly, increase profitability, save time, simplify your workflow, and onboard clients effortlessly, all while maintaining branding and service consistency.Starting Price: $796.74 per year -
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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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Propelio
Rebellious Digital
Propelio is proposal software for independent businesses: freelancers, studios, consultants, and small agencies who need to send proposals that win work without spending hours building them. Pick from more than 30 industry templates, customise the scope, pricing, and branding, then send a single link your client can read and sign from any device, with no account or printing required. Propelio shows you when a proposal is opened, notifies you in real time, and stores a signed record with a content hash for a clear audit trail. Interactive pricing tables let clients choose options before they sign. Every feature is included in one plan, priced per seat with a single-seat minimum, in GBP, USD, or EUR.Starting Price: $18/month -
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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 -
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RFP360.ai
RFP360.AI
What is RFP360.AI? RFP360.AI is an AI-powered RFP management platform that helps buyers and suppliers manage the Request for Proposal process in one centralized system. It supports RFP creation, supplier response management, proposal drafting, collaboration, evaluation, scoring, and decision-making. Whom Do We Serve? For Buyers: RFP360 AI helps procurement teams, sourcing managers, government agencies, and enterprise organizations create structured RFPs, invite suppliers, manage questions, evaluate proposals, compare vendors, and improve procurement visibility. For Suppliers: RFP360 AI helps vendors, service providers, contractors, sales teams, and proposal teams analyze RFPs, manage opportunities, reuse approved content, generate AI-assisted proposal drafts, and prepare responses faster. RFP360 AI reduces manual work, improves consistency, and helps teams make smarter RFP decisions.Starting Price: $100 per RFP -
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Talewind
Talewind
Talewind is a service-enabled proposal software platform that transforms complex sales document workflows into efficient, repeatable processes tailored to your business needs using hands-on configuration and ongoing support. It automates document generation so teams can create proposals, statements of work, and contracts in minutes instead of hours by answering a few guided questions, eliminating manual formatting and reducing errors. Talewind centralizes content in a searchable knowledgebase to simplify RFP/RFI responses, maintain brand consistency, and ensure accuracy while enabling dynamic pricing and configure-price-quote (CPQ) capabilities for scalable, rules-based quotes and orders. Talewind also provides a digital sales room to showcase content in a branded, one-stop buyer experience with engagement tracking and analytics, plus integrated eSignature and approval workflows to accelerate deal closure. -
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Octant
Octant
Consistent execution of repeatable proposal processes throughout the opportunity lifecycle can help enhance your organization’s capture and proposal management performance. Octant doesn’t just help organizations collect data – it turns it into meaningful information. Information that can inform, influence and facilitate decision-making in the life cycle of business development and beyond. Octant’s ability to achieve this is lies in its Business Development Lifecycle and Maturity Model, which are tied to proven industry best practices. Octant employs a step-by-step, guided process to help improve the efficiency and effectiveness of an organization’s sales and proposal capabilities. The Octant Business Development Lifecycle addresses key fundamentals of planning, preparing and ultimately positioning an organization for the best chance at a win. -
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Benelinx
Benelinx
Benelinx is a cloud-based agency management platform designed specifically for employee benefits insurance brokers to manage sales, client relationships, and policy operations in a unified digital system. Built on the Salesforce platform, it combines CRM capabilities, workflow automation, and insurance-specific data management into a single environment that supports the entire lifecycle of employee benefits services—from prospecting and quoting to policy management and renewal. It replaces fragmented tools and manual processes with integrated workflows that streamline agency operations, eliminate duplicate data entry, and centralize information across teams. Benelinx includes an integrated quoting engine, a customizable market plan library, and an automated document generator that allows brokers to move from quote to proposal and finalized sale much faster than traditional manual processes. -
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Origin Benefits
Origin Benefits
Origin Benefits is an AI-powered Global Benefits Intelligence platform designed to help HR and benefits teams centralize, analyze, and optimize employee benefits across multinational organizations through a single, intelligent system. It brings together fragmented benefits data, such as plans, policies, vendors, and financial structures, from multiple countries and systems into one structured environment, creating a single source of truth that eliminates reliance on spreadsheets and disconnected tools. It uses its proprietary AI engine, Cuido, to transform this data into actionable insights, enabling teams to identify inefficiencies, uncover cost-saving opportunities, and make faster, more informed decisions about benefits strategy. Origin also automates administrative workflows such as renewals, comparisons, and compliance tracking, reducing manual effort while ensuring organizations remain audit-ready and aligned with local regulations across regions. -
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Proposal Kit
Cyber Sea
Businesses small to large and individuals like yourself in every industry have been using Proposal Kit to create their business proposals, quotes, plans and contracts for over 20 years. Order now, download and get started in minutes. No ongoing subscription fees. Free support is included. Proposal Kit is well suited for tough times like these. Save costs with a single low-cost purchase instead of incurring ongoing monthly fees. All our proposal packages include templates and layouts for all types of businesses and situations including healthcare and medical, transportation, logistics, security, pitching new business opportunities, business restructuring, crisis management, etc. Our staff is available to assist in helping you put together any kind of proposal document you need. Install locally or on your network or cloud. Contract and proposal writing for any business. Proposals and contracts for many situations. 15,000 page content library.Starting Price: $69.00/one-time/user -
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Hyphenate
Hyphenate
Hyphenate is an AI-powered platform that accelerates the creation of highly customized sales proposals and statements of work. By analyzing past documents, including proposals, SOWs, and marketing collateral, it comprehends a company's capabilities, services, and brand voice. Subject matter experts and solutions architects can input relevant information about sales opportunities through emails, call transcripts, and other materials. Hyphenate then generates tailored proposals, allowing experts to refine and edit the content as needed. This process significantly reduces the time, energy, and resources typically required to produce quality proposals, enabling teams to respond swiftly to client requests. The platform is designed for solution-oriented teams across various industries, including IT services, law firms, management consulting, market research companies, insurance brokerage, construction, high-tech professional services, and financial services. -
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Advise Wise
Advise Wise
Advise Wise is a cloud-based financial advisory platform that helps advisers source, compare, and manage later-life mortgage and equity release products tailored to clients’ needs with powerful filters, integrated property and medical underwriting, side-by-side plan comparisons, and Quick Quote tools for fast preliminary figures. It includes an integrated CRM where advisers can store client data, case documents, product searches, and key fact illustrations in one secure place, upload files of any format, and track case progress while fulfilling regulatory requirements such as Consumer Duty and FCA guidance. It also features an integrated Fact Find template that pre-populates with client and property information, AI-assisted Suitability Letter creation, and one-click submission of KFIs and online applications via API connections with lenders; advisers can also select and instruct specialist solicitors directly from a client case. -
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Web Benefits Design
Web Benefits Design
Web Benefits Design (WBD) is a leading national employee benefits technology, communication, and administration firm. WBD works with companies of all sizes to develop employee benefit solutions on the cutting edge of technology and value. We provide a one stop solution for employees and Human Resources to manage benefits. Customized benefits website with company logo, colors, images, and branding. The Supersite creates a single access point for enrollment, benefit comparisons, plan documents, forms, contacts, and decision support tools. For an engaging, high impact experience, our interactive decision support tool helps employees calculate future care considerations, annual premium cost, and benefit design to specifically recommend the right plan. WBD offers best in class COBRA and ACA! Our ben-admin platform provides fully integrated eligibility logic with real-time COBRA and ACA data updates and reports. One team. One eligibility source. One solution. -
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Notch
Notch
Notch is a modern proposal and document builder tailored to small sales teams and agencies. It allows teams to collaborate effectively with their clients, track progress, and close deals faster. Key Features: - Shared Spaces: Seamlessly share proposals and documents with our simple Space builder. - Signatures: Incorporate e-signatures to get client approvals and close deals. - Interactive Offer: Create customizable proposals that clients can interact with, selecting or adjusting service packages directly. - Interactive Tasks: Assign tasks within the document, enhancing clarity on responsibilities and deadlines. - Space Analytics: Analyze client interactions to optimize content and increase engagement. Notch is ideal for small teams aiming to streamline workflows and improve sales efficie.ncyStarting Price: €19 per month/user -
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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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Workspace
TapChief
Create proposals, manage projects and send invoices, all in one place, with Workspace. Manage leads and win more clients with beautiful proposals. Organize leads into groups with custom labels. Create proposals from existing templates and save to reuse later for different clients. Collect project requirements with custom forms shared on email or chat. Manage multiple projects on one dashboard. Track progress across projects and zoom in on details to address risks. Customize stages and properties to match your project lifecycle. Add team members and invite clients to share updates in real-time. Breakdown projects into tasks and milestones. Scope your projects by creating tasks from templates or previous projects. Assign tasks to teams, create sub-tasks and set due dates. Track your tasks in a calendar, board or list view and filter by assignee or project. Create invoices, manage your finances and get paid, on time. -
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Conga Collaborate
Conga
Cut back on the time your sales teams spend creating content and piecing together information for their proposals with Conga Collaborate. Gain time back with engaging online documents. Say hello to increased productivity and streamlined workflows. Create customized documents with the right content at the right time, based on the data in Salesforce. Your reps will be able to focus on selling, instead of pulling together their proposals. No more errors and more time to connect. Your proposal makes your case. Engage your audience quickly with rich media like video. Real-time notifications, tracking and analytics let you see how your prospect is interacting with the document you sent for timely follow up. Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end. -
41
Curate
Curate.co
Curate is a special event management platform created specifically for the needs of caterers, florists, and rental companies. Unlike spreadsheets and sticky notes, Curate automates the entire process from proposal to strike, letting event pros spend more time doing the things they love most. Curate offers three different products that work seamlessly together: Curate Proposals, Curate COGS, and Curate Rentals. When tasks are automated, more time can be spent on your business and your passions outside of it. Users have decreased time spent creating wholesale orders from hours to minutes. Cut down on hours spent generating proposals and create digital proposals during client consultations. Users have reported increasing their on-the-spot bookings by 400%.Starting Price: $100 per month -
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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 -
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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. -
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Zywave CPQ
Zywave
The Industry’s only complete, integrated solution that will transform your quoting and renewal process. Simplify complex and time-consuming processes to unlock the full growth potential of your agency. Configuring, pricing and quoting is an essential function of any insurance brokerage. For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience. Zywave CPQ - Benefits leads the market with the most innovative solution that automates mission-critical steps of a benefits buyers’ journey. Driven by data, you are able to configure multiple benefit options which provides strategic insights for your clients. Streamline the quoting step with direct access to carrier pricing, which is supported with the ability to present professional, custom-branded proposals. Simply put, using Zywave CPQ - Benefits allows you to sell and service better than ever – ultimately fueling growth. -
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Ideon
Ideon
Ideon is a centralized, cloud-based infrastructure platform that provides data management and connectivity solutions for the health insurance and employee benefits ecosystem. It enables carriers, InsurTech platforms, HR systems, and benefits administrators to access and exchange plan data, provider data, and enrollment information through a single, unified API integration. Instead of building and maintaining multiple complex connections with individual insurance carriers, organizations can connect once to Ideon and gain access to normalized, real-time data from hundreds of carriers nationwide, significantly reducing integration complexity and operational costs. It includes core products such as IdeonQuote, which delivers accurate plan, rate, and eligibility data for quoting and comparison; IdeonSelect, which provides comprehensive provider and network data to support care navigation and decision-making; and IdeonEnroll, which enables scalable, automated enrollment. -
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Bidsketch
Bidsketch
Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before. -
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Nibaal
Nibaal
Nibaal offers you the advantage of detailed and well-crafted proposals to win that business deal. The proposal software platform enables you to draft, manage and send business proposals, efficiently. Develop proposals in both offline and online mode without worrying about synchronization. Nibaal’s Synchronization feature provides automatic syncing of the data available in your PC & online. Create proposals with active collaboration from other users. Collaborate and work as a team on a proposal with Invite Member feature. Our team studies your business requirement and provides software that is tailor-made for your distinct needs. It is customized in a way to offer the best proposal solution for your organization. -
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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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PROPRICER
Executive Business Services
Our estimating and pricing tool captures every piece of information related to developing cost proposals, then allows you to manipulate the data to provide cost breakdowns and roll-ups any way you choose. Our government proposal software saves detailed historic pricing data for reuse and future reporting. Pricing teams can develop new cost proposals faster by tapping into the data and rationale behind previously successful proposals. With days of formula validation and checking eliminated, pricing teams can use the advanced pricing features to find the perfect project scenario and price. Gain new levels of confidence knowing your pricing formulas, structure, and user permissions are all locked down in one uniform database. -
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Super Proposal
Super Proposal
Super Proposal is a comprehensive proposal creation platform designed to streamline and simplify the process of drafting, managing, and delivering professional proposals. It is designed to cater to businesses in various sectors, offering templates and tools to make proposal writing faster, more efficient, and more effective. Below is a detailed of the full functionality of Super Proposal: 1. Customizable Proposal Templates 2. Drag-and-Drop Interface 3. Proposal Automation 4. Real-Time Collaboration 5. Client Portal 6. Digital Signatures 7. Version Control 8. Comprehensive Analytics and Reporting 9. Integrated Payment Options 10. Cloud-Based Storage and Security Super Proposal is a versatile, comprehensive platform that streamlines the process of creating, sending, and managing business proposals.Starting Price: $24/month
