Proposify 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.

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.

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.

We’ve transformed the way businesses build a request for proposal (RFP). Our automated solution breaks down RFPs into simple, easy-to-understand business requirements that can be analyzed, graded, and delivered in a streamlined manner. We’ve eliminated the guesswork, headaches, and ambiguity that are inherent to the traditional RFP process while providing a green alternative that saves time, money, paper, and other resources. Creating a GreenRFP begins by allowing you to identify your unique requirements through an easy-to-use wizard-based process. As an RFP creator or contributor, you can identify your SME’s to solicit content and questions or operate independently if you choose. When you’re done creating your GreenRFP, you are able to send it to your internal team for alignment and approvals before sending it out to the potential vendors. Vendors that are fortunate enough to participate in your RFP, can collaborate and delegate the responses amongst their team members.

Revv gives businesses the speed and brand consistency in their documents to stand out from competitors. It’s the ideal wingman, supporting entrepreneurs in their dream of running a business, one document at a time. The intuitive user interface and 1000+ vetted, pre-formatted templates, encourage users to be self powered, requiring no code or special skills to set up and manage. Documents are smartly organized, created, reviewed, shared & eSigned in one central place so that you can focus on your job. Use Revv’s machine learning abilities to competently navigate and analyze complex counter-party documents and reduce dependency on experts. Integrate with business systems such as CRM and payments via Zapier or simply connect to Google sheets to import data into documents. Key features 1000+ ready to use, pre-formatted templates Easy to use document editor Smart document repository with support for attachments Integrate apps via Zapier, native APIs Get documents filled & eSigned

Loopio is a technology company that helps enterprises supercharge their responses to RFPs, DDQs, and Security Questionnaires. It’s been adopted by more than 800+ world-leading organizations, including DocuSign, FedEx, IBM, Sprinklr, and Thomson Reuters, since 2014.‍ Loopio users can create better responses with a searchable library of up-to-date knowledge with their intuitive RFP content management system. The intelligent import and question auto-detection help you kickstart responses faster—no copying and pasting required. Users can also stop answering the same questions over and over again by letting their Magic RFP automation tool respond to FAQs in one click. Loopio’s flexible pricing plans help you leverage the platform’s intelligent content management and automation features for all of your responses. They also offer free trials.

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.

The redesigned Professional Document Analyzer leverages AI Natural Language Processing (NLP) for enhanced content analysis and advanced readability. Our recent redesign simplifies the user experience (UX) with a common user interface (UI), delivers enhanced settings for creation and maintenance, and provides enhanced flexibility and reduced complexity to empower both casual users and super users. Analyzes (parse / shred) your RFPs for words like Must, Shall, Will and your custom keywords/phrases – Supports 6 File Types. Create a Compliance Matrix with 2 clicks in an Excel template or MS Word document. Analysis Results panel – Manipulate your analysis results by splitting, combining, annotating, and filtering. Share your Compliance Matrix and reports with 2 clicks.

reDock uses AI and machine learning to automate content and data search tasks, allowing anyone on your team to find the right information without SME chasing or drowning in irrelevant results. Quickly find the most suitable information from across all your data repositories and software systems, easing RFP frustration and helping your team win more proposals, get more projects, earn more revenue and grow your business.

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.

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.

Protect your documents and use PDF tracking to find out who, when and how is viewing your PDFs. Use HelpRange for lead generation so that your documents would work as lead magnets for you. HelpRange helps sales, analysts, content creators, and marketing teams to be more secure and efficient. Ask users about their email before they view your document (lead magnets). Track for how long and what pages were read. Let only one user to view your PDF at the same time. Use end-to-end encryption to secure your PDF.

Contract lifecycle management and digital signature platform with the world's highest security and 100% AI automation. INHUBBER simplifies contracts, making them comprehensible, interactive, and easy to manage. It eliminates inefficiencies associated with manual contract analysis, management, and approval processes. INHUBBER provides AI-powered management of contractual obligations and deliverables. Business flow is improved through automated AI reminders, contract fulfillment, and fast approvals. The platform's own digital signature approves ZIP, Excel, video, and any other file format. Due to its 100% security, large SMEs and corporations trust INHUBBER with their contracts.

Ignition is the leading revenue generation platform for accounting and professional services businesses to spark greater efficiency and profitability. Ignition automates and optimizes proposals, billing, payments and workflows in a single platform that fits seamlessly into existing technology stacks. With a vision to transform how professional services and their clients do business together, Ignition empowers 7,000+ businesses to reach their full revenue potential. To date, Ignition customers have engaged over 1.5 million clients and generated US $6.6b in revenue via the platform. Ignition’s 180–strong global workforce spans Australia, Canada, New Zealand, the Philippines, US and the UK.

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

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

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

Proposa takes you from prospect to customer with an intuitive interface that helps you build three times faster than you currently do. With smart insights that legacy applications can't provide, you'll close more. The canvas may be blank but it won’t be for long. The Proposa interface is elegant and simple allowing you to concentrate only on what matters. Proposa provides 5 building blocks that allow for limitless options. Add text, multimedia, tables, lists, or slideshows, with ease. Don’t spend time building what’s already been built. Proposa’s smart templating system allows you to easily use and reuse content from your own library. You don’t have to be a graphic artist to create visually stunning proposals. Proposa handles the design details. Simply add and position your content and you’ll be as impressed as your prospects. Know when you're top-of-mind. Proposa sends real-time open notifications when your prospects open your proposal.

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.

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.

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.

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!

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.

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.

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.

PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients.

Streamline your sales back and forth into centralized, personalized and trackable sales rooms. Eliminate the chaos of overflowing inboxes by embracing a vibrant space where every piece of your sales and customer success materials can be accessed through a single link. Share recordings of demos, collaborative action plans, documents, educational content, and beyond. Stand out from the competition by consolidating the entire sales process within one organized, customizable, and trackable workspace. We support you from outreach, to post-demo, to closing and onwards to onboarding and account management.

Selling services is hard—but with 10-30% of your company’s revenue riding on it, getting it wrong isn’t an option. Here’s how WorkRails helps SaaS companies increase adoption and reduce churn. Break down silos between your sales and PS teams and start building connections instead. WorkRails aligns and reduces friction among departments, so everyone can enjoy the sweet taste of success. Proper scoping leads to better customer engagement. WorkRails allows you to scope service engagements quickly and accurately for faster, more efficient planning—reducing downstream risk and creep. Gone are the days of wasting time manually inputting into complicated spreadsheets to sell professional and managed services. To close more deals than you ever thought possible, you need the power of automation.

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.

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

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

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.

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.

No more insane drive folders. Search, find, share, and track content everywhere with our sales enablement tools. After you easily upload and link your ebooks, one-pagers, whitepapers, sales decks, videos, battle cards, and more, you’ll be able to go way beyond Drives to track sales actions and deliver insights into sales results. Give sellers the ability to link, share, and track collateral. Build custom collections and site resource pages in minutes for your personalized campaigns or channel sales. Understand what sales is using to close deals and double-down on what’s working to secure future pipeline. Configure funnel stages, content types, and tags, so sales knows which assets to use at each stage of the sales process and buyers journey. Group content by product, industry, and region for expanding teams that are covering verticals and multiple product lines.

There is a better way than an attachment or a shared drive to send your key, strategic documents! Simplify file creation and sharing (contracts, quotes etc.) - Avoid sending tedious emails and attachments to your contacts and ensure the secure delivery of your most sensitive documents. Send and share all your documents with your contacts from one centralised, shared, organised space. Add, delete and replace documents in a few clicks and make the relationship with your customers, prospects and partners seamless. With our lead scoring based on a predictive machine learning algorithm, you can instantly qualify your contacts and gauge their level of interest. Use Tilkee's lead scoring to trigger the next best possible step (automatated or manual), and improve your operational efficiency and profitability.

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.

#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.

Forward enables sales teams to win deals and onboard customers faster. Forward's engagment platform centralises all resources, stakholders, sales tools and interactions within a single digital workspace, for seamless collaboration, standout experience and faster buyer decisions. Each of Forward’s digital sales rooms is shareable with a single link and comes packed with superpowers: - Real-time collaboration for seamless deal progress, - Sales insights to track engagement - Mutual-action plans to keep your deal on track - Auto-personalization to stand out from competitors Sales team can take control of there deals, minimize friction, and achieve higher conversion rates. Sign up for Forward's free trial and find out the best way to drive your deals forward effortlessly!

As a Chrome extension, Tribble answers your RFPs and InfoSecs, follows your users where they work, and unlocks real-time collaboration. Put your questionnaires on auto-pilot, and say goodbye to stale data. In Slack and Teams, Tribble provides deal guidance to sales teams, answers deep technical product questions, and shares industry knowledge. Bridge knowledge and enablement gaps while allowing your pre-sales teams to scale in real time. Scale expertise across your company with Tribble, a digital teammate that integrates with your systems, learns from your data, updates stale content, and crafts proposals. Showcases one unified voice to your customers, regardless of who is answering a questionnaire. Have confidence that you are providing the right responses to your customers. Our agent fields questions from any app and answers hundreds within seconds. Escalate to an expert using our extension’s native Slack and Teams integrations.

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.

Sharpsell.ai’s sales playbook automation platform helps large sales teams to scale deal-winning behavior with dynamic product illustrations, real-time learning, and personalized content. Arm your sales team with dynamic sales pitches, ready reckoners, and personalized content. Just-in-time learning helps sellers engage and convince customers across different stages of the sales cycle. Sales pitches tailored to every customer persona. Ready reckoners with product insights at your fingertips. Byte-sized content that can be personalized on the go. Sharpsell.ai empowers RMs and frontline sales executives with content and tools that help them up-sell, cross-sell, and drive revenue while having more meaningful conversations with clients. Our platform capabilities serve a diverse range of roles and business units. Identify customer needs and make an elevator pitch for relevant products. Share collateral, handle objections, and close the sale.

Sales Enablement that Closes Deals. The most complete sales engagement platform for content, communications, and sales intelligence to make every buyer interaction count. Organize recommended content and team collections to ensure discoverability – making it easy to assemble and personalize content that is always up to date. Make every customer interaction matter — online, email, mobile, screen share and in-person communications made easy. Unprecedented visibility into every customer interaction – giving reps, sales leaders and marketers the engagement insights they need to make better business decisions. Guide sellers to the right content, at the right CRM stage – unique rules-based recommendations drive an awesome sales process and increase productivity. On-board faster and scale best practices – ClearSlide Replay recordings and performance dashboards support coaching and visibility into meetings, presentations, and slides.

Give your sales team and prospects the benefit of a guided selling journey. Each Zebra module is part of an overall strategy to guide your team to the prospects and customers where your solution delivers the most value. Zebra Scoring is a unique way to qualify opportunities upfront and throughout the sales cycle. Are requests for resources such as solution and demonstration experts, access to R&D, sales and executive management based on a measurable prioritization process? Do your VoC's organize and quantify all the ways your solution creates value? Guided selling helps every rep understand and talk to strategic deals as if they had closed them. How often are you using a business case? Does it include total cost of ownership and ROI based on your VOC's? Build a collaborative business case directly with prospects in Zebra. Sellers and buyers are guided through the production of a mutually agreed upon business case.

Easily deliver dynamic content experiences across the sales cycle — empowering you to closer bigger deals, faster. An easy, no-code, intuitive interface so anyone can create account-based microsites faster without waiting for developers or designers. Make every moment matter. Turn your content into personal, interactive, and delightful digital experiences. It’s time to demystify the “digital” in digital transformation. TIME Sites is the first no-code platform​ that empowers you to create unlimited custom websites and personalized digital experiences while maintaining global brand styles. Build the content of your dreams—for every customer purpose, at any scale. Our top-rated Customer Success team will take you from idea to execution in days, not months. From bespoke sales presentations and proposals to personalized customer portals and targeted account-based marketing campaigns, the possibilities are endless.

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.

You have one chance to make a first impression. It’s time to go digital. Built for enterprise sales teams with zero coding or design skills. Wow your prospects with personalized, trackable, and secure websites that get better response rates and engagement. Digital content experience is a term used to talk about content that you share with a specific audience, online. It can include all kinds of things like video, audio, images, documents, infographics, newsfeeds and more. You’ll hear these experiences referenced by all sorts of names, including content hubs, portals and landing pages but think of them as mini-websites or microsites. Zoomforth is a no code / low code design platform that enables enterprise teams to create beautiful content experiences (in the form of microsites) quickly, securely and at scale. With a dedicated support team that’s available 24 hours a day, we’ll have you up and running in no time.

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.

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.

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.