Alternatives to Privia

Compare Privia alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Privia in 2024. Compare features, ratings, user reviews, pricing, and more from Privia competitors and alternatives in order to make an informed decision for your business.

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    AI Docs

    AI Docs

    AI Docs, Inc.

    Our AI Docs contract automation software empowers small and midsized businesses to efficiently create, execute, and manage their contracts and sales documents with simple rules. These organizations rely on AI Docs to help them save labor, improve quality, and increase revenue. One of the features that sets AI Docs apart from other contract management solutions is its ability to capture your unique document and business rules through traditional logic and artificial intelligence. This enables your less contract-savvy users such as salespeople to generate customer agreements fast and error-free. AI Docs also provides a frictionless native electronic signature process and easy access to your contract data in a secure cloud environment hosted at Amazon Web Services (AWS). AI Docs, Inc. is a veteran-owned company based in the Chicago area which makes every effort to be the most accommodating vendor in the contract lifecycle management (CLM), proposal, and ROI software space.
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    PandaDoc

    PandaDoc

    PandaDoc

    PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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    XaitPorter
    XaitPorter is the benchmark team co-authoring and document automation software solution. Ideal for complex tenders, proposals, reports and other high-impact, high-value documents. Implemented by major corporations around the world. XaitPorter is a cloud-based solution that provides complete control over the document production. The functionality includes built-in workflow, easy reuse of content and automatic formatting, layout and numbering.
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    Zomentum

    Zomentum

    Zomentum

    Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.
    Starting Price: $99/month (up to 2 users)
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    EasyPQQ

    EasyPQQ

    EasyPQQ

    The EasyPQQ software has been developed from real customer use cases and years of expertise in the industry. Based on core needs for document creation, the purpose of EasyPQQ is to maximise efficiency and save time throughout all stages of creation, management and distribution of documents. In today's competitive business environment, proposals and bid submissions are critical to winning work whilst being produced to increasingly tight deadlines. EasyPQQ enables you to produce high-quality documents quickly and efficiently while allowing multiple collaborators to work on the same live document if desired. It has been designed to accommodate any size team and project, whether a solo project or an international team spanning multiple countries, the easy cloud-based team collaboration allows for smooth execution from start to finish with the confidence of knowing your data is secure and backed up daily.
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    SendSites

    SendSites

    Third Social

    The hospitality sale is about matching your proposal to the planner’s vision for the event. SendSites enables sales managers to quickly create interactive proposals that make your property stand out. Many proposals will be viewed on a mobile device. Make your first impression with high-impact visuals and videos that look great anywhere on any device. SendSites proposals automatically adjust to screen size and look fantastic. It’s worry-free and makes you look like the pro you are. SendSites is built for salespeople. Our mission is to empower sales teams to deliver marketing-quality content with the flexibility needed to close deals in the real world. With SendSites, you don’t need to be a designer to produce beautiful proposals that really sell your property. Because we focus on hospitality sales, know your workflow, and provide hands-on support, you’ll never be stuck trying to do marketing work. SendSites streamlines proposal development so you can focus on selling.
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    Notch

    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.ncy
    Starting Price: €19 per month/user
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    XaitProposal
    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.
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    DocuCollab

    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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    Indy

    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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    WeSuite

    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
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    ProposalPad.com

    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
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    XaitWebProposal
    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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    Proposal Manager

    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.
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    VisibleThread Docs

    VisibleThread Docs

    VisibleThread

    Increase Your Win Rate by 9.8% and save 66.7h per proposal with VT Docs. Our document analysis software for proposal and contract teams is used by 9 of the top 15 U.S. government contractors. Boeing, General Dynamics, Northrop Grumman and others use it to improve compliance and efficiency. It allows Bid Center Teams to: - Shred RFPs & Create Compliance Matrices in Minutes - Ensure Compliance by spotting Gaps & Risks - Extract Acronym Definitions & Occurrences - Remove Ambiguity & Confusion - Make Faster Bid / No-Bid Decisions - Ensure Alignment on Win Themes - Reduce ‘Scope Creep’ in RFP/BID Responses - Identify Federal Acquisition Regulation & Flow-Down Clauses
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    GetAccept

    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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    Tango

    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
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    Quoter

    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
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    RFP360

    RFP360

    RFP360

    RFP360 empowers sourcing and procurement teams to centralize their RFx process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. In addition to making smarter buying choices, customers improve efficiency, mitigate risk and increase engagement when issuing RFPs, RFIs, vendor assessments and more. Our request management software introduces digital transformation and automation into sourcing routines. With full-circle features like a template library, workflow, scoring and messaging, buyers and sellers easily collaborate and communicate in one place throughout the purchasing lifecycle. And at every step, RFP360 ensures strategic decisions are informed, objective and fair.
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    Catapult

    Catapult

    Catapult HQ

    Catapult™ is an all-in-one Request for Proposal solution that streamlines procurement departments through repeatable workflows and automation. With Catapult you can create and respond to new opportunities, evaluate and score responses, and, deliberate over contract terms. In addition, you can collaborate with team members over question structure or responses as you build and manage your content library to expedite RFP responses. With Catapult’s workflow automation clients have reduced the time it takes to respond by over 90% while increasing output by 66% with the same headcount. You too can experience these same results while increasing your confidence in the effectiveness of your questions or the quality of your responses for any RFP engagements in a quick and efficient manner that is unique to Catapult subscribers.
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    Ombud

    Ombud

    Ombud

    Ombud’s Sales Content Collaboration platform empowers global revenue teams with centralized, contextual, and collaborative sales content so they can respond effectively on every new business opportunity. Global reps need accurate content at their fingertips, and leaders need confidence that what is presented to customers and prospects is the highest possible quality. With Ombud Rx, you can power sales content creation for your sales, pre-sales, proposal, sales operations, and security teams to win business. The result for global enterprises like Capgemini, Magellan Health, Pegasystems, Sysco, and Zendesk is a consistent message, faster turnaround time, and professional deliverables at each key step of the sales process. Ombud is headquartered in Denver, Colorado. To see how Ombud can bring your team to the content promised-land, visit https://ombud.com
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    Ideagen Huddle
    Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.
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    Starting Price: $11.00/month/user
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    Nibaal

    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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    ProjectMark

    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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    Zbizlink

    Zbizlink

    Zbizlink

    Zbizlink is a dynamic, cloud-based proposal management tool that combines six core business applications. More than just a proposal management tool, it’s engineered to ease government and commercial proposals and support the full business development lifecycle with numerous super-smart, time-saving features – RFP Parser, global autofill, role-specific dashboards, customizable templates – and much more. Real-time dashboard and easy integration with third-party tools. We help proposal teams Finish proposals faster, Zbizlink can be accessed from a PC, tablet or cellphone. Intelligently simple RFP response.
    Starting Price: per user per month
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    Solo

    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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    Qorus

    Qorus

    Qorus Software

    Create business-critical documents more efficiently with Qorus. Qorus helps sales and business development teams bridge the content gap by offering powerful, intuitive pitch, proposal and content management solutions. With Qorus, teams can create accurate and up-to-date pitches, proposals, contracts, RFP responses, and more. Qorus 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 50% of proposal management software users reporting increases in the number of requests received in 2022, it’s important to track prospect engagement for smarter, more relevant follow-up communication.
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    Virtual Proposal Center
    The Virtual Proposal Center (VPC) is a collaborative, browser-based application enabling a geographically dispersed, multi-partner proposal team to have a common work center with access to the tools and information needed to create successful proposals. VPC is above all easy to use, secure, and flexible. Intuitive document, workflow and configuration management features, combined with a powerful search tool, make VPC an indispensable part of the proposal development process. Founded in 1996, Intravation has grown to become the premier provider of easy-to-use, collaborative proposal management tools. We are dedicated to helping our customers increase their productivity and improve their quality through more efficient proposal management. We provide a flexible, easy-to-use, web-based, collaborative content development solution. We constantly enhance our product based on feedback and suggestions from our customers.
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    Capture2Proposal
    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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    seProposals

    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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    PROPRICER

    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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    Expedience Proposal Software

    Expedience Proposal Software

    Expedience Software

    Automate your best practices, processes, and standards to guide your proposal writers, sales teams, and subject experts. And don’t worry, it’s so easy to use they will use it. We would love the opportunity to help you quantify the impact your business can expect from investing in Expedience Software. Click here to request a Return on Investment (ROI) calculation. In this 15-minute session, we will ask 20 simple questions to assess and grade your current proposal quality and scalability. Manual proposal processes are likely costing you far more than you realize. These models waste time and kill the productivity of proposal writers, sales team members, senior staff, and subject experts. Worse yet, mistakes and inconsistencies may be actually losing you opportunities that you would otherwise be winning.
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    XaitAI

    XaitAI

    Xait

    XaitAI aims to significantly increase the quality and efficiency of the proposal process. Ideal for complex tenders, proposals and documents where teams make faster, more informed bid decisions and skip the “blank page” delays. Quickly analyze bids, surface key decision points and delegate tasks. Quickly identify relevant content suggestions and save time. Eliminate doubt and hesitation from the decision and writing process. XaitAI offers a significant opportunity for time savings, especially for teams focused on large, complex bids, tenders and proposals. Unlike a “search,” XaitAI understands, assesses and suggests based on what it learns from your business data. We envision XaitAI as a business tool that works as an aid and supplement to the bid analysis and proposal development process. By learning and understanding your data, and how you use it, XaitAI can identify patterns and trends to make better suggestions.
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    Estimo

    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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    Workspace

    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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    123PAS

    123PAS

    123PAS

    The only software application on the market that can check for possible "non-compliance" issues before authors write a "single word". The [compliance support] report shown below is automatically generated when the pm creates a cross-referenced compliance matrix. This is just one of "several" compliance support reports created by our software. Automation in the color review area, provides the reviewers with tools that will produce much more “effective” pink, red and gold team reviews. Whether you are conducting an internal rolling review of specific portions of your proposal or a full review of your proposal by an entire review team, our automated color review tools will speed up the process and make it easier for your review team to complete their tasks and relay their comments and suggestions on making your proposal a better and more compelling document.
    Starting Price: $375 per user per month
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    Proposal Studio

    Proposal Studio

    Jack in the box

    Responding to public tenders is an exacting procedure that requires you to know and follow certain key steps. Gather and organise all the elements to be included in the bid package, in the order requested in the tender instructions. All of the elements used in your bids: company presentation, CSR, quality, safety, standard waste management plan, etc. The entire set of administrative documents required for your bid, all with a uniform look: DC1 and DC2 forms for France, certificates, official company registration, etc. Optimised content layout thanks to a publishing engine. Simplifies personalisation and fine-tuning of responses, but also archiving and keeping track of bids. Proposal Studio makes it easier to choose and personalise the texts, images and documents used in business proposals and bids, even when the RFP instructions specify a set format. The proposal management expert with more than 8,000 salespeople.
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    Ascend

    Ascend

    Mindbox Studios

    Ascend provides the sales tools your team needs to succeed. Get bids done right. Close deals faster and improve the accuracy of your team's estimates. Improve visibility, leverage historical data, and improve project margins with easy-to-use software tools. Reduce quote turnaround time and increase the accuracy of your estimates. Generate proposals using templates and spec docs for quicker signoffs. Get visibility into your pipeline and anticipate capacity issues sooner. Link your systems for easy access to all of the customer info.
    Starting Price: $25 per month per user
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    SAP CPQ
    SAP CPQ (formerly CallidusCloud CPQ): Provide a richer customer experience by empowering your sales team and partners to offer complex product configurations, optimized pricing, and great-looking proposals. With the SAP CPQ solution, you can offer the right product at the right price and time, and accelerate sales through any channel by seamlessly connecting SAP CPQ to any CRM or ERP platform. Help sales reps sell through more channels faster by eliminating order errors, generating proposals instantly, and providing customer- and channel-specific pricing. Establish intelligent, integrated sales processes to generate quotes faster, simplify approvals, cut sales cycles, and free staff to focus on sales. Improve business insights to maximize sales opportunities, increase cross- and up-selling, and optimize pricing, while protecting margins.
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    SmartDocs

    SmartDocs

    36Software

    SmartDocs by 36Software is an innovative tool that transforms Word into an easy content management solution. Whether you write technical publications, proposals and contracts, medical and regulatory documents, or reports and audits, SmartDocs can help you save time and money, and create better content. It offers features such as reusable snippets, reusable variables, document snapshots, intuitive user interface, content map, status notifications, and so much more. SmartDocs is available in three editions--Professional, Express and Desktop--and all are scalable to fit the needs and sizes of teams.
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    Jetbuilt

    Jetbuilt

    Jetbuilt

    Jetbuilt is the premier project platform for integrators and facility designers. Nurture leads, estimate, propose, and manage projects in the audio visual industry, along with all things low voltage. Pull from over 2 million items in the Jetbuilt database. Connect to your vendors and keep your dealer pricing updated for fast and confident quoting. Get project approvals faster as your clients easily grasp complex proposals through Jetbuilt's clear organization and graceful presentation. All with near-zero training time for your team. Built on the cloud, remotely collaborate with your team and clients on projects large and small. Track your inventory of items from the warehouse shelf to the van, temporary on-site storage and final installed location. As you estimate, see what stock you have available to drop into a project. From lead-tracking, project quoting, to installation, Jetbuilt provides power and efficiency to help you close more projects faster.
    Starting Price: $62.00/month/user
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    Rohirrim

    Rohirrim

    Rohirrim

    More than just creating marketing copy or a poem written by a pirate. Domain-aware generative AI securely leverages your proprietary enterprise data to create unique, deeply technical content written in your company’s voice. For example, Rohan creates contextually relevant original content for proposals, grants, white papers, and more – generated using the proprietary, historical data captured from within your enterprise. Create robust drafts in hours or days based on your company’s own data, leaving you the time and space to focus on quality. Automatically generate detailed, cited technical content that answer RFP queries. Instantly synthesize highly technical information relevant to grant applications. Perform instantaneous deep dives of internal data to improve submissions.
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    QuoteCloud

    QuoteCloud

    Corporate Interactive International Pty Ltd

    #1 Sales Quoting Software & Sales Proposal Software * Create and send sales quotes, easier and faster * Know when your customer is reading your sales quote. Make your move at the right time, QuoteCloud will message you when your customer opens a sales quote. * Stand out from the crowd . Create interactive documents that set you apart from your competition. * Industry Specific Software Extensions. Explore a library of software extensions that make the difference in your industry. Built by experts just for you! * No design skills required. Use our library of sales quote templates, design your own, or ask us for help. * Easy customer eSignatures. Add e-signatures to make it super easy for your customers to sign legally binding documents. * Get Paid Faster With integrated e-signature and payment features, your prospect can sign your legally binding terms and conditions and pay a deposit in minutes. *Live Chat. Live chat with customers while they read your sales quotes.
    Starting Price: $39 /user per month
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    Avnio

    Avnio

    Avnio

    Designed for B2B organizations who want to increase win rates, process more responses, and gain greater insights to enable better decisions and a differentiated customer experience. With 'Avnio automation' we’re closing the gaps in the sales cycle. Whether you want to deliver perfect proposals with the Avnio Response Cloud, maximize the value from your Salesforce data with Avnio Tables, or receive answers on-demand, wherever you are with The Avnio Assistant, we’ve got the solution. Machine learning, GPT, and natural language processing sit at the heart of our solutions. Every action taken helps Avnio to build intelligence and accuracy giving you time to focus on what really matters - your customers. Avnio has been a remote company since day one, that’s why collaboration is hard-wired into everything we do. All of our solutions were created to work with your favorite apps such as Slack, Teams & Salesforce Chatter.
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    Twenty5

    Twenty5

    Twenty5

    Intelligent project based cost estimating and proposal pricing from Twenty5 for companies running SAP to bid commercial projects (and estimate capital projects) faster, more accurately and with more confidence. iPE from Twenty5 helps you drive top-down and bottom-up costing and pricing, combines the art and science of project planning and cost estimating, and leverages the combined power of your team and your data to create realistic cost models that include factors and formulae, based on our powerful algorithms running on SAP HANA to mine your ERP data. Mitigate three-point estimating, risks and exploit opportunities to deliver more profitable programs by calculating risk-adjusted cost and margins, and track execution risk and management reserves. And once you win your project, track estimated vs. planned vs. actual / EAC costs and revenues with our powerful project forecasting, change control, risk and issue tracking and status tools which come fully integrated with SAP.
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    PitchPerfect

    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.
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    TeamGram

    TeamGram

    TeamGram

    The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.
    Starting Price: $12 per user per month
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    Responsive

    Responsive

    Responsive

    Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications.
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    DealHub

    DealHub

    DealHub.io

    DealHub's award-winning Revenue Amplification Platform offers the most complete and connected revenue workflow for your organization. Our zero-code solution empowers visionary leaders to connect their teams and processes, execute deals faster, and create predictable pipeline more effectively than ever before. Our platform centralizes B2B buyer communications and connects every stage of the sales lifecycle – all from one easy-to-use guided selling playbook. DealHub customers benefit from increased average deal size, faster time-to-revenue, greater sales rep productivity, and real-time buyer intent data. Our Revenue Amplification Platform includes: Configure-Price-Quote (CPQ) Contract Management Subscription Management DealRoom DealHub integrates natively with Salesforce, Microsoft Dynamics 365, Freshworks and other leading CRMs. Visit dealhub.io to accelerate your sales and revenue operations.
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    Offorte

    Offorte

    Offorte

    Proposal software that helps you win more deals in a smarter way. Offorte empowers businesses and entrepreneurs to seal more deals and conserve invaluable time by offering clever solutions for the generation and dispatch of compelling proposals. Crafting a proposal can often be perceived as a chore, even though it is critical to business success. Our goal is to alleviate this pressure and make the process more engaging for entrepreneurs through the use of digital, interactive proposals. Our perspective on proposals sets us apart. We steer clear of monotonous, order confirmation-esque proposals that are commonplace in generalist software. Our unwavering focus is on business proposals and orchestrating your triumphs. Crafting exceptional proposals that sell your dedication
    Starting Price: €10 per month