Alternatives to Proposal Kit
Compare Proposal Kit alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Proposal Kit in 2024. Compare features, ratings, user reviews, pricing, and more from Proposal Kit competitors and alternatives in order to make an informed decision for your business.
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ConnectWise CPQ
ConnectWise
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce. -
2
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. -
3
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
4
XaitPorter
Xait
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. -
5
HoneyBook
HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.Starting Price: $19 monthly ($16 annually) -
6
DocSales
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.Starting Price: $29 / month -
7
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 -
8
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) -
9
RocketDocs
RocketDocs
From creating and responding to RFPs, RFIs and Questionnaires to assembling and configuring Proposals, Contracts and Sales Collateral, our platform of solutions makes it easier than ever to share, collaborate and create winning responses. We’ve thought of everything when it comes to our platform’s tools and features including scalability, personalization and workflow. Our core features include custom workflows, real time tracking, and capability for unlimited projects. To top it all off, our core features are included in all of our solution offerings, so you always have access to world-class functions that help you work at top speed and efficiency. -
10
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 -
11
QuoteRobot.com
QuoteRobot
QuoteRobot makes it easy for web professionals to write winning proposals, invoices, and contracts. Our professionally designed proposal, invoice, and quote themes help you look your best. Rather than using a word processor, use one of our hand-crafted themes or create your own. QuoteRobot mines line item data from your quotes, invoices, and proposals to help you know what to charge for every item, automatically. Start from scratch, or use of our pre-written proposal templates to get your quote out the door more quickly. Save past proposals to use as templates for repeat pitches. Email your potential client a proposal with an optional PDF attachment and they can approve it on your own subdomain with a single click. Easily generate a detailed timeline of your project, complete with payment milestones so your clients know when to pay you to keep things moving.Starting Price: $19 per month -
12
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. -
13
Relevant Match
Relevant Software
Relevant Match is a desktop app that measures the progress of your written proposal compared to the RFP/Solicitation key points. Developed over 20 years of working proposals. It jump starts your key themes, then keeps you on target. Competitive proposals are scored, not read. Relevant Match examines the work statement like a fingerprint, then calculates a match score and keeps track of each version, so you can rewrite and mature the proposal efficiently. Upload your Word or .PDF documents in just two clicks. One more click launches the analysis feature giving you insight into the proposal. The whole cycle takes about 15 minutes, so you can run the analysis as quickly as you make changes in your proposal. Easily communicate progress to executives and teams. No in-app advertisements, no bloatware, and no connection to the internet. It’s designed to be used in any situation where your proposal must be protected, including in a SCIF environment. Save time, save money, boost Pwin! -
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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. -
15
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 -
16
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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Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
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Bidrik
Bidrik
Create client quotes, sales proposals, product sheets, and folders with our flexible templates, or upload your existing sales materials and combine them freely. You can set up your business profile with just a few clicks. The sales documents on the account will be adjusted to these settings. Bidrik will be your sales hub, where you create and store everything you send to your customers. It will help you close your deals fast. Send sales quotes and proposals online, directly to the customer. See when they are opened, how much is read, and for how long. Set up automatic reminders. Bidrik works as your automated digital sales assistant, and processes your customers’ orders without having to spend much time or thought on the matter. With a clear dashboard and real-time stats, you're making progress. Do not lose business, get alerts when quotes and contracts are about to expire.Starting Price: $23 per month -
19
Kytes PSA
Kytes
Kytes PSA is an enterprise-class low-code/no-code software platform for digitizing & automating business processes for project-based industries like IT Software & Services, Consulting & others. The key capabilities include Opportunity Management, Project Estimations & Automate Proposal Making, Project & Delivery Management, Project Financials, Resource Management, Timesheets and Leave Management, Billing Automation, and New Product Development (NPD) for Pharma & others. Some key differentiators are integrated rule-based Workflow Management, Estimation Engine, Proposal & Documents Editor, Resource Allocation Engine & so on. ProductDossier PSA provides the following outcomes: 1) Improved Project profitability by 5-10% 2) Improved resource utilization resulting in higher overall revenues 3) Reduced DSO by generating accurate invoicing on-time 4) Increased winnable proposals due to accurate estimations -
20
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 -
21
Qwilr
Qwilr
Make ridiculously good-looking sales and marketing documents that help you save time and win more work with Qwilr. Trusted by thousands of businesses for beautifying their communications, Qwilr is for innovative and forward-thinking teams. It is an interactive and mobile-friendly platform that lets teams rework sales and marketing collateral, such as quotes, proposals, pitches, and documents, into stunning web pages. Qwilr also offers users the ability to embed videos, maps, surveys, spreadsheets, and more, to their documents.Starting Price: $49.00/month -
22
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. -
23
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 -
24
ONTILITY Pro
Energy Matters
Trusted by Thousands of Professionals. Building on almost 2 decades of front-line experience working with solar & renewable energy professionals, ONtility ProTM is designed to speed up and enhance the sales process. Easily crunch the numbers, generate professional sales proposal materials, and manage your sales activities. ONtility ProTM helps you focus on what matters: identifying your customers` needs, designing smart solutions, and getting new business on the books. Produce accurate performance and pricing estimates that reflect current energy rates, incentives and rebates. Includes a PV Layout Tool: define buildings, installation areas, keep out areas and obstacles. The Solar PV Layout Tool auto places PV modules, creates sun path shade views, provides 3D views and more!Starting Price: $54.95 per month -
25
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. -
26
iQuote Xpress
iQuote Xpress
Most proposal automation and quoting software requires days of training or paying for help from an IT consultant with a Ph.D in APIs just to get started. But with iQuoteXpress (IQX), we do the heavy lifting to rapidly deliver a customized, integrated, and fully supported sales proposal and quoting solution. It’s a configure, price, quote system that's easy to roll out and easy to use. Your sales proposals should reflect your brand values. IQX tailored proposal templates will help ensure a consistent look and feel for every quote you put in a customer's hands. We’ll build a custom, branded dashboard for your quoting software, and load your catalog of products, services, pricing schedules, even your customers and accounts. Sales enablement requires analytics, and we’ll deploy the back-end tracking tools to give you complete oversight, and help ensure no proposal or business opportunity goes missing.Starting Price: $39 per year -
27
NiftyQuoter
NiftyQuoter
Creating and managing proposals by NiftyQuoter online proposal software can easily save you 50% of your time. Three kinds of templates: theme templates, content templates and pricing templates. Combine these, make some custom changes if needed, and you can send it to your client by email right via NiftyQuoter. Or you can always create your own template. Customize the design of templates to match your brand with just a few clicks of a mouse. You can even change the colors of background images, headings, text etc. easily. You can reply to their comments readily via NiftyQuoter online proposal software and they will be able to see your reply in real time. Stop using Word, start using NiftyQuoter proposal software!Starting Price: $19 per month -
28
Routzy
Coalesce Software
Routzy is an iPad sales app that rolls the advanced features of several business utilities into a single, mobile sales center. Turn your leads into customers today. Stay organized by logging all your prospect and customer communication in one place. The perfect tool for a mobile sales team, Routzy generates optimized sales routes in seconds. Create sleek, snazzy quotes on the fly for a better shot at closing deals in the field. Digitize your existing paperwork and roll out with the forms to handle any situation. Make killer presentations to express your ideas and bolster your sales pitch. Access contact data and track workforce activity with Dropbox integration. Routzy is a mobile sales CRM (customer relationship management) app for the iPad®. Simply put, this application turns an iPad into the ultimate standalone sales tool. With Routzy, we've rolled the advanced features and functionality of several business productivity utilities into a single sales center.Starting Price: $34.99 per user per month -
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QuoteWerks
Aspire Technologies, Inc
For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.Starting Price: $199.00/one-time/user -
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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 -
31
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 -
32
XaitProposal
Xait
Automate the RFI, RFP, and tender response process and accelerate the creation of dazzling, high-impact documents that win you more business. Our cloud-based platform enables proposal teams to collaborate on multiple RFPs, RFIs, and tenders with real-time co-authoring. Smart features for task assignments, comments, feedback, and approvals keep your team in sync, now perfectly capable of delivering high-quality documents within minutes. Streamlined creation with automated formatting, version control, and layout templates, combined with our content library and collaborative editing, ensures you have time to focus on details, personalization, and quality of content. Deliver dazzling on-brand, high-impact bids that reflect the quality of your services. Templates and automated formatting ensure professional proposals and bids are perfectly aligned with your brand. Combine intuitive step-by-step questionnaires with our content library to build custom proposals quickly. -
33
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. -
34
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 -
35
Duuers
Duuers
A simple tool for business proposals that helps you stand out from the crowd. With Duuers proposal editor you can create proposals 10 times faster than with your current tools. You can choose from ready-made templates and you can create your own ones. You save both time and effort. Your customer will feel right from the first touch that their time is also valued. Ready-made well-designed quote templates will help you create a good customer experience. The offer is easy to open and read. The customer can immediately ask for more information and clarifications, which you can answer - you will win more deals. You will be notified when the customer has opened, commented on, or accepted the offer. The ability to edit submitted offers on the fly, without re-submissions, improves winning trades. Always a professional-looking proposal, regardless of the bidder. Always promote your company's products, services, and brand in a unified way.Starting Price: $59 per month -
36
RFPflow
Aavenir
RFPflow, Source-to-Pay Enterprise Applications: Do more with ServiceNow. Modernize procurement operations using AI and Digital Workflow that automate manual work, increase productivity, and enhance visibility. Intelligent Source-to-Pay Applications for ServiceNow Customers. Digitize sourcing, contracting, procurement, and accounts payable processes on the ServiceNow for greater compliance and control over costs. Request For Proposal Management. Accelerate the vendor qualification process using milestone-based RFX-to-Award workflow and collaborative vendor scoring. Aavenir's easy-to-use Request for Proposal Management (RFP) solution streamlines the sourcing cycle and accelerates supplier qualification for strategic supplier engagements. Why Streamlining Sourcing is Critical to Success? The pressure to speed forces 63% of CPOs to skip reviewing market intelligence or introduce bad trade-offs, such as lower supplier quality, higher costs or contract proliferation. -
37
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 -
38
SAP CPQ
SAP
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. -
39
Cosential
Cosential
Cosential helps commercial Architecture, Engineering and Construction (AEC) firms grow revenue, decrease costs of winning new business and end chaos with its “Growth and Relationship Management” software and services for CRM, proposal management, marketing and more. As the leader in the AEC industry, for 20+ years Cosential has helped over 1,000 AEC firms increase annual revenue by 1% or more and increase productivity in key business development processes by up to 50%. See a 30-minute demo. -
40
Clientjoy
Clientjoy
Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.Starting Price: $149 one-time fee -
41
smartOFFICE Online
Simply Reliable
smartOFFICE is the only cloud based Enterprise-Grade workflow software developed for the custom smart home integrator, by custom smart home integrators. Create beautiful proposals quickly using our one-of-a-kind tools. Once you close the deal, invoice the client, order the products and schedule the work. Implement a better process with smartOFFICE Online today. From first point of contact to creating beautiful online or pdf proposals in minutes through managing the entire process from purchasing, inventory, project management, time tracking, iOS and Android field apps, and accounting integration with QuickBooks Online or Desktop, smartOFFICE is your complete end-to-end solution. Our step-by-step Welcome Process will help you setup a working demo including the brands you sell within 5 minutes. Then utilize our smartPRENEUR Academy to watch a complete demo and educate yourself at your own pace in about an hour.Starting Price: $29.99/month/user -
42
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 -
43
Colibro
Colibro
Business tools that work for you. Proposals' intuitive text editor lets you focus on the content and forget about the formatting. Get notified immediately when your clients perform key actions. Break down costs of products and services with ease using a pricing table. Add your logo, terms & conditions and any additional notes you want to share with your clients. Your invoices live in the Colibro platform and you will know when your clients have viewed them. Keep track of which invoices are settled and which are still outstanding by entering payments against your invoices. Need to bill your clients periodically? Automate the process and save time every cycle. Upload receipt files anywhere in your browser to quickly create expenses. Group expenses to create reports for your records and to export to your accounting software of choice. Keep track of spending based on expense categories and client jobs.Starting Price: $9 per month -
44
Tispr
Tispr
A productivity suite built for you. We understand the hassle behind the hustle. That's why we make it easier to handle the difficult things so you can spend more time doing what you love most. Get stuff done easier and faster so you can spend less time managing your business and more time on what you do best. Record, report, and get paid for your time—all at the same time. Send lawyer-vetted contracts to your clients in minutes. Keep all your work files in one place and easily share them with your clients. Manage tasks simply and stay organized so you can focus on what's important. Managing your time is one thing. Managing expectations is another. Our tools help ease the challenges that come with keeping your clients up-to-date and informed. Start new client relationships on the right foot with a flexible proposal and estimate builder. Organize and add clients to your customer database to keep track of important details.Starting Price: $16 per month -
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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 dedicationStarting Price: €10 per month -
46
Funnel CRM
Funnel CRM
Never miss closing a deal, or following up with a customer again. All growing businesses run into the same fundamental problems. Losing track of your leads, buried under email, forgetting to followup. The good news? Funnel solves them all. Try Funnel CRM free for 14 days. A simple CRM software to track leads, manage follow-ups, less data entry, more sales. Its that quick and easy. Use our simple form builder to create contact forms. Paste the code you get into your website, done. Contact form submissions create deals that are placed in a sales funnel, instead of a messy inbox. Know when your messages have been viewed by your customers. Awe your customers with professional, well-formatted proposals. Multiple currencies supported. Funnel builds and maintains your contacts database, based on the information they provide through the contact forms. No effort required. You can use your favorite email client or mobile phone to reply to your customers.Starting Price: $10.00 per month -
47
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. -
48
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. -
49
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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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.