Proposal Studio Alternatives

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.

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.

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.

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.

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.

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.

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.

Federal government proposal writing is treated like a mysterious stepchild by many companies. For these companies, the process of writing a response to a federal Request for Proposal (RFP) is not a process at all. Rather, it becomes a series of chaotic events culminating in a last-minute crunch the day (and night) before the proposal is due. All of this chaos is focused around the Proposal Manager (if you have one) who can produce most of the proposal but not the critical technical solution to the customer's problem. Most proposals win because of a customer-centric, compelling technical approach, and producing the approach is usually the center of the chaos. The Proposal Architect uses a table-driven approach to developing a technical solution to a customer's problem. Suggested formats for work breakdown structures are provided and then converted to linked tables of task and subtasks to generate a detailed outline of the technical approach.

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.

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.

Software for quick and easy Proposal generation, Product Configuration, Pricing, Quotation and Order creation. For more than 20 years we help companies with our standard CPQ Software to grow whilst reducing costs and improving quality. We make complex sales processes of companies repeatable and scalable. This ensures standardization, guaranteed, consistent quality and the ability to do much more with the same capacity. Sofon aims to ensure that its customers make the broadest and deepest possible use of its solutions in their organization, so that they get the maximum return from Sofon.

Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time.

Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow with just a few clicks and go from spending hours on customizing new proposals to just minutes. Wow, your clients with beautiful proposals stand out above the rest. Add video and rich media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact. Stop chasing down payments after your proposal is accepted. Turn on proposal payments to collect your initial payment instantly. Your client simply follows the steps, review, accept, pay and your done! Easily connect to the products you already use to manage your sales data to enable a seamless sales proposal workflow. Dynamically create proposals from your CRM opportunities and push proposal events back into your CRM for better visibility of all your in-progress deals.

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.

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.

Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships.

Traditional CRMs are like the Space Shuttle. With Mimiran, it’s like riding a bike. Import contacts and start connecting right away. Use proven templates for Lead Magnets, Proposals, and more. Simple, intuitive application. Concierge onboarding. Connect with peers and share how many conversations you’re having for additional social motivation. You’re not just on the clock, you’re on a mission. Mimiran is the only CRM that helps you hone your mission and positioning to make sales and marketing easier. Use that positioning to craft compelling Lead Magnets, conversation starters, and more. Plus, pick your Super Hero name and tell your Origin Story (super heroes don’t have bios.)

Create dynamic product bundles and specify internal rules and dependencies to prevent errors in configuring complex products compose quotes with products and configurable product bundles to make the best offers. Configure pricing rules and discount schedules to automate condition-based pricing apply special terms and get approvals to provide individual terms for your customers. Generate quotes PDFs using configurable branded templates, negotiate on terms, sign off deals automate recurrent quotes, and timely manage subscriptions. Visibility of all pricing and configuration rules applied. You'll be able to see how exactly was this price calculated at last! Automatic configuration capabilities for bundles and quotes. Configure conditional adding/removing products on the quote level, not just bundle.

Managing proposal resources is never simple. Meridian for Proposal Teams smoothes out the procedures by giving Proposal Managers the tools they need to keep the schedule moving towards a successful delivery while providing the all-important subject matter experts with the ability to contribute in a timely and friendly way to the overall proposal effort. Get immediate access to approved content and quickly import into any working file. Search and retrieve company information, technical information, drawings, biographies, product data and much more. Here are just a few of the significant features and benefits: View and track proposal efforts at a glance, search and publish to reusable content libraries, work on proposal volumes in a collaborative workspace, build and manage virtual teams, common document formatting, accountability with checks and balances, built on Microsoft SharePoint.

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.

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.

The new way to manage your CVs and Case Studies. Easily manage and tailor your company’s credentials for tenders. Quickly highlight the most relevant experience for each bid and proposal. Effortlessly export CVs and Case Studies to Word, PowerPoint and PDF. Use advanced search to find the right people for the proposal. Easily tailor and highlight relevant content for each proposal. Always up to date CVs and case studies in the same layout. Customizable templates to avoid copy paste. Collaborate on proposals with other companies. Increase consistency and quality in proposals. Some of our core features and benefits. One Single Workflow. One system for managing all stakeholders in the proposal process. Master CVs. One master CV for each employee provides a single interface for data input. Case studies. Add case studies to new proposals and display your previous successes. Bespoke Proposals. Use templates to quickly format how you present the knowledge and experience in your organization

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.

BidMagic can create a $100,000 professional proposal in just 10 minutes. The proposals will blow away your competition! As you automate your sales workflow, the results will be immediate. This award-winning AV & Security proposal software was created by and for custom electronics installation salespeople. If you need power, accuracy, ease of use and great-looking proposals BidMagic is for you. If you create proposals with DIY spreadsheets – you waste lots of time cutting and pasting. Plus you do not have product management or price controls. If you use accounting software for product management, you cannot calculate labor or create professional-looking proposals. Other “Design” programs are too expensive, too complicated, require expensive training, and extended lead time to start up. They are not intended for salespeople. BidMagic combines the top features you need into the ultimate business platform for installing dealers.

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.

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.

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.

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.

SalesDoc Architect (SDA) automates and streamlines your entire sales process. Your sales team will collaborate better and use SDA’s automation to generate customized proposals, statements of work, and other sales documentation eliminating mistakes and scope creep that can erode margins long after the sale. SalesDoc Architect utilizes Excel formulas to create rules and workflow logic starting at the initial configuration level. Workflows can be programmed to automatically include products and services that are often forgotten. Answers to qualification and discovery questions can drive solution configuration rules and also flow into output documents such as proposals and statements of work. Workflow rules can also be used to require engineer or management approvals based on margin, total sale price, product configuration scenarios, or any variety of conditions.

Language technology will transform the world over the next decade. We help organizations successfully navigate that change. We deploy cutting-edge natural language processing solutions to enable companies to write compelling content for bids and proposals. We build bespoke language engines unique to each of our customers. We collaborate on a strategic transformation program to deploy those language engines to deliver the benefits of producing and analyzing compelling and compliant corporate content at scale. We work with clients to identify their biggest growth challenges and reveal where language tech will make the biggest business impact. Together we explore how it can be deployed across the organisation to drive growth.

#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.

Manage and monitor the entire document lifecycle with infoRouter, a scalable electronic document management system (EDMS) for small to medium-sized businesses. infoRouter helps drive efficiency and productivity across the board by providing users the tools to capture, classify, search, share, and archive critical company documents and records. The platform also offers full integration into MS Office tools, multi-language support, and a web services API.

Deliver a better customer experience with Cincom CPQ. Cincom CPQ is a configure price quote (CPQ) solution ideal for manufacturing companies and businesses that offer complex products and services. Available both as a cloud-based and on-premise solution, Cincom CPQ is loaded with features designed to improve the B2B customer experience, enable digital transformation, improve sales performance, streamline product configuration, enhances sales proposals, and more.

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.

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.

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.

Funel.io, a cutting-edge client management platform for businesses immersed of marketing and sales. Unveil an array of ingenious AI tools, such as the prowess of buyer persona generators and an adept spam checker. Tailored to redefine efficiency, Funel.io seamlessly navigates your workflow journey, from the intricacies of client onboarding to the pulse of daily updates. Enriched with the power of blockchain technology, Funel.io adds an additional layer of data security, ensuring the safeguarding of your valuable information. Elevate your professionalism with features like the proposals and invoice creator, empowering you to craft sophisticated and personalized documents that leave a lasting impression on your clients. Stay connected through the real-time updates module, fostering frequent and fluid communication between your team and clients. With Funel.io at your helm, transcend the mundane and redirect your focus towards amplifying business-client relationships.

Improve the visual buying experience for your customers. Provide your customers with a visual selection experience during their research and engagement. Sales channels will gain a competitive advantage and accelerated path to conversion. And you’ll be able to sell products quicker by eliminating costly errors and duplication of effort, while speeding up the sales cycle. Drive interest generation through fulfillment with a single solution across the enterprise. Grow the number of opportunities and generate more quotes through an intuitive and efficient quoting solution. Meet customer requirements with shortened quote-to-delivery times. Improve win rates with less dependency on internal staff. Automatically create accurate proposals and downstream fulfillment information. Accelerate new product introduction by adapting quicker to market demands.

Streamline your tender processes with our AI-powered platform. We help you answer questionnaires, win tenders and grow your business. Try it out today, no credit card is required. No more manual data entry. Connect your data sources and we'll take it from there. Our AI produces data-enhanced responses in natural language. Receive a clear overview of all requirements in the tender. Fill the tender automatically with AutoFill and save valuable time. Improve your responses with a little bit of help from AI. Use our collaboration tools to involve your team and get the right people involved. Free up your time and focus on growing your business instead. Our cutting-edge automation technology allows you to complete tenders faster and more accurately than ever before. Unleash the power of your data through seamless integrations with your tools. Enhance your team's productivity with our real-time collaborative tool and notifications.

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.

Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before.

Businesses small to large and individuals like yourself in every industry have been using Proposal Kit to create their business proposals, quotes, plans and contracts for over 20 years. Order now, download and get started in minutes. No ongoing subscription fees. Free support is included. Proposal Kit is well suited for tough times like these. Save costs with a single low-cost purchase instead of incurring ongoing monthly fees. All our proposal packages include templates and layouts for all types of businesses and situations including healthcare and medical, transportation, logistics, security, pitching new business opportunities, business restructuring, crisis management, etc. Our staff is available to assist in helping you put together any kind of proposal document you need. Install locally or on your network or cloud. Contract and proposal writing for any business. Proposals and contracts for many situations. 15,000 page content library.

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.

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.

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.

One powerful platform to support your tender and bid management process, goals and activities. Transform your working ways and win outcomes. Intelligently manage your opportunities qualification, sales pipeline and resources. Rapidly mobilize projects and automate information requests, response and approval activities. Quickly generate structured directories of content for easy use, updating and improvement. Effectively create wider team working, talking, sharing, learning and innovation. Integrated Public Procurement Portals and smarter opportunity identification, qualification tracking and approval. Dedicated secure library with auto-population, easy search and access to tender documentation, questions and responses.

Forget about bad data! Third party data partners + our own crawling allows our AI to aggregate, match and verify real-time company info, emails, mobile numbers, social profiles and more across 500+ million profiles and 10+ million companies! Salespeople love that we provide hyper-targeted lead searches and provide actual contact data. Not to mention complete list building automation so they spend more time talking to prospects vs researching them. Sales teams love using our integrations with their CRM and workflow tools along with the de-duplication of leads. Marketers love that we provide personal emails as well as business emails so you can have higher match rates for custom audience ad targeting and building outreach lists for their sales team.

Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel.

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.

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.