Alternatives to Upland Qvidian

Compare Upland Qvidian alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Upland Qvidian in 2026. Compare features, ratings, user reviews, pricing, and more from Upland Qvidian competitors and alternatives in order to make an informed decision for your business.

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    Expedience Software

    Expedience Software

    Expedience Software

    EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration SELF-SERVE SALES PROPOSALS Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required.
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    optivalue.ai

    optivalue.ai

    optivalue.ai

    Cut response times by up to 90%. Optivalue.ai automates information discovery and drafting, freeing experts for the high-impact personalization that wins bids. It acts as an expert librarian for your knowledge base. Submit a questionnaire and get a complete, source-verified draft in minutes. Every answer is a verified fact, with precise source citations (document, page, date) for perfect traceability. You don't just answer correctly—you prove it. It's an engine of progress for your organization. Optivalue.ai performs a gap analysis to identify weaknesses in your documentation. The proposed improvements build your team's expertise. By following these recommendations to update your internal documents, you drive lasting progress across your entire organization. Enterprise-grade security compliant with GDPR, HIPAA, ISO, and FedRAMP ensures your data is safe. All plans include unlimited users and projects. Start your 14-day free trial. No credit card, no commitment.
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    ConnectWise CPQ

    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.
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    XaitPorter
    XaitPorter is the benchmark team co-authoring and document automation software solution. Ideal for complex tenders, proposals, reports and other high-impact, high-value documents. Implemented by major corporations around the world. XaitPorter is a cloud-based solution that provides complete control over the document production. The functionality includes built-in workflow, easy reuse of content and automatic formatting, layout and numbering.
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    DocSales

    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.
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    TheGreenRFP

    TheGreenRFP

    TheGreenRFP

    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.
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    Zomentum

    Zomentum

    Zomentum

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

    Revv

    Revv

    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
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    Proposify

    Proposify

    Proposify

    Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.
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    RocketDocs

    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.
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    reDock

    reDock

    reDock

    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.
    Starting Price: $75/month/user
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    Quilt

    Quilt

    Quilt

    Quilt is an AI-powered assistant platform built for technical sales, proposals, and solution teams that automates time-consuming tasks such as answering RFPs and preparing for demos. The platform includes a Questionnaire Assistant that enables users to complete up to 95% of RFP questionnaire responses in minutes, a Knowledge Assistant that turns an organization’s knowledge base (files, chats, transcripts, support records, wikis) into a conversational interface, and a forthcoming Live Assistant that will act as a meeting-sidekick for technical calls. Quilt integrates seamlessly with file storage, chat history, sales-enablement systems, and corporate wikis, enabling teams to draw on up-to-date organizational content in situ. It is designed with enterprise-grade security in mind; customer data is isolated, models are not fine-tuned on shared data, and all data is encrypted at rest and in transit with SOC 2 Type 2 compliance.
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    Responsive

    Responsive

    Responsive

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

    Ombud

    Ombud

    Built on a foundation of expertise in sales engineering and response management, Ombud serves enterprise-level RevOps teams. We move beyond basic automation and knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, and surpass growth goals. Ombuddies are AI-enabled, context-aware assistants designed to support various roles within Revenue Operations. They automate routine tasks and provide real-time, role-specific guidance, significantly boosting productivity and reducing costs. The Response Management Ombuddy is your AI companion to help with the heavy lifting of creating, reviewing, and submitting proposals and responses.
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    Zbizlink

    Zbizlink

    Zbizlink

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

    QorusDocs

    QorusDocs

    Create business-critical documents more efficiently with QorusDocs. QorusDocs helps sales and business development teams bridge the content gap by offering powerful, intuitive pitch, proposal and content management solutions. With QorusDocs, teams can create accurate and up-to-date pitches, proposals, contracts, RFP responses, and more. QorusDocs 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 QorusDocs’ QPilot (QorusDocs AI Assistant), QorusDocs further accelerates content research, content generation and continues to simplify collaboration within sales, bid, marketing and business development teams to deliver business critical documents.
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    Loopio

    Loopio

    Loopio

    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.
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    RFP360.ai

    RFP360.ai

    Tri-Force Consulting Services

    RFP360.ai is an AI-powered platform designed to transform the way organizations create, respond to, and evaluate RFPs (Requests for Proposals). It simplifies and automates the entire RFP lifecycle, from creation to award, enabling both buyers and suppliers to work smarter and faster. With features like AI-driven proposal generation, automated compliance checks, intelligent scoring, and collaborative workflows, RFP360.ai ensures greater efficiency, improved decision-making, and enhanced compliance. The platform is tailored for government agencies, enterprises, and suppliers, offering centralized content management, real-time tracking, and actionable analytics. RFP360.ai empowers teams to streamline their sourcing processes, reduce manual work, and increase win rates for proposals.
    Starting Price: $100 per RFP
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    ProjectMark

    ProjectMark

    ProjectMark

    Nothing brings out the worst in a team then working on an RFP response with a tight deadline. Due to the technical nature of AEC design and construction proposals, they require a lot of technical staff, combined with marketing staff. Countless hours are spent writing and re-writing proposal responses. Hunting for information that's already been submitted takes away from focusing on the current proposal. Creating tailored responses to a specific client's project is what ultimately leads to a shortlisted proposal. Our proposal software starts with smart content creation or capturing content once digitally, make it easily searchable, and re-usable to populate your custom proposal responses quickly. Imagine a tool that makes proposal creation easy. Field staff, project managers, marketers, and executives can collaborate seamlessly to create an amazing proposal.
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    Flowcase

    Flowcase

    Flowcase

    Flowcase (formerly CV Partner) empowers professional services firms to create tailored resumes, CVs, and case studies with ease, helping them to win more bids in less time The new way to manage your CVs and Case Studies. Easily manage and tailor your company’s credentials for tenders. Quickly highlight the most relevant experience for each bid and proposal. Effortlessly export CVs and Case Studies to Word, PowerPoint and PDF. Use advanced search to find the right people for the proposal. Easily tailor and highlight relevant content for each proposal. Always up to date CVs and case studies in the same layout. Customizable templates to avoid copy paste. Collaborate on proposals with other companies. Increase consistency and quality in proposals. Some of our core features and benefits. One Single Workflow. One system for managing all stakeholders in the proposal process. Master CVs. One master CV for each employee provides a single interface for data input.
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    Proposal Studio

    Proposal Studio

    Jack in the box

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

    seProposals

    salesElement

    The seProposals pricing engine guides your sales team when creating a quote. Only authorized users can change pricing, so you don’t have to worry about unapproved discounts or other pricing errors. Easily access key resources such as cover letters, case studies, and images in the asset library. Ensure your sales reps always have current, approved content for proposals– even if they are new to your team. seProposals offers built-in, line-item integration with most major CRM systems. Leverage the full power of your CRM, maximize your sales efficiency and reduce errors that arise from unnecessary duplicate data-entry. We customize our templates to fit your brand and design specs. So every proposal, regardless of who creates it, adheres to your corporate style. Your proposals will look great without wasting any sales times on formatting.
    Starting Price: $85 per user per month
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    Proposable

    Proposable

    Proposable

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

    Catapult

    Catapult HQ

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

    GovAIQ

    GovAIQ

    GovAIQ is an AI-native proposal management platform designed to streamline RFP/RFQ processes for government contractors. It offers tools for writing comprehensive responses without extensive staffing, analysts for quickly analyzing and qualifying RFPs/RFQs, and proposal agents for multi-layered proposal drafting and management. The platform supports team collaboration, including with external partners and consultants, and ensures data privacy by not using client data for training or sharing. GovAIQ provides market activity and trend insights, and its AI-driven reasoning engine autonomously configures agents to deliver dynamic, nuanced proposals. The platform is built for teams, enabling effective collaboration and integration of expertise into efficient proposal pipelines. It also offers unlimited team creation and member invitations, facilitating seamless coordination and project execution. GovAIQ is a beta product of G2X Labs, provided without expressed warranties.
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    ClientPoint

    ClientPoint

    ClientPoint

    ClientPoint Enterprise platform helps you easily manage document and proposal generation, automation, tracking and AI-powered business relationship workspaces (called ClientPoints) and relationship sidebar for prospects, customers and partners. Schedule, message, video conference, share content, e-sign, and pay all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. The enterprise platform allows for integration of your CRM, ERP, BI and other tools, or use ClientPoint end point solutions, including custom CPQ, and formentioned tools, to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform
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    Fedmarket Proposal Architect
    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.
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    Talewind

    Talewind

    Talewind

    Talewind is a service-enabled proposal software platform that transforms complex sales document workflows into efficient, repeatable processes tailored to your business needs using hands-on configuration and ongoing support. It automates document generation so teams can create proposals, statements of work, and contracts in minutes instead of hours by answering a few guided questions, eliminating manual formatting and reducing errors. Talewind centralizes content in a searchable knowledgebase to simplify RFP/RFI responses, maintain brand consistency, and ensure accuracy while enabling dynamic pricing and configure-price-quote (CPQ) capabilities for scalable, rules-based quotes and orders. Talewind also provides a digital sales room to showcase content in a branded, one-stop buyer experience with engagement tracking and analytics, plus integrated eSignature and approval workflows to accelerate deal closure.
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    GetAccept

    GetAccept

    GetAccept

    GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.
    Starting Price: $25 per user per month
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    Letter AI

    Letter AI

    Letter AI

    Letter AI helps your revenue teams win more, better, and faster. Equip your revenue teams with everything they need to close deals, from training & coaching to collateral to real-time help, in a unified platform with AI at the core. Supercharge your revenue teams with engaging, personalized, and always up-to-date content and coaching. built-in minutes with AI. Configure mock personas to practice your sales pitch, and build interactive training, video-based learning, and certification pathways in minutes using just your existing docs. Discover the right assets and personalize them for your customers, or build from scratch with AI magic. Ask anything and receive a personalized response from your own AI co-pilot with deep expertise in your company & products. Security and privacy are at the top of your mind, so they are at the top of your mind for us. We are secured by industry-leading security frameworks and never use your data to train our models.
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    Relevant Match

    Relevant Match

    Relevant Software

    Relevant Match Online (RMO) is a powerful web application designed to optimize your proposal by aligning it with key points from the RFP or solicitation. Built on 20+ years of experience, it helps jump-starts key themes and keeps you on track. In competitive bidding, proposals are scored - not just read. RMO analyzes the work statement like a fingerprint, calculates a match score, and tracks versions to help refine your proposal efficiently. Upload your Word or PDF documents, then launch the analysis with one click for insights in under 5 minutes, enabling rapid iteration and continuous improvement. Easily share progress with executives and proposal teams. Relevant Match Online is designed for simplicity and ease of use. For organizations requiring a fully offline solution in secure environments such as SCIFs, Relevant Match Desktop (RMD) is available, ensuring data protection without internet connectivity. Save time, cut costs, and boost your Pwin with RMO!
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    AutogenAI

    AutogenAI

    AutogenAI

    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.
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    Proposa

    Proposa

    Proposa

    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.
    Starting Price: $25 per month
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    RFPflow

    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.
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    Upland Kapost

    Upland Kapost

    Upland Software

    The Upland Kapost content operations platform unites revenue teams to speak in one voice across each customer journey. Because we know those managing the complexity of end-to-end content—particularly at scale—deserve a platform that’s up to the challenge. Upland Kapost Premier Success Plans eliminate the need for costly custom services and build a solid foundation for your success. Platinum is our top-tier plan, and it provides your business with the highest level of experience and value.
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    Indy

    Indy

    Indy

    Indy is an adaptive, all-in one management software that helps freelancers and small businesses track everything from proposals to payments. Indy makes organization and time management easy, letting its users focus on their work. This platform features a library of proposal, contract, and form templates to make getting clients easier. The task tracking system allows users to assign individual tasks to larger projects or categories. As users work on tasks, the time tracker tool logs and categorizes time spent on each task, making it easy to balance multiple projects and create invoices. When it’s time to get paid, use Indy to generate a detailed invoice to send right to clients: in return they get peace of mind knowing that Indy uses the web’s top payment methods, like PayPal and Zelle. With other tools like Profiles, Drive, and Client Contacts, Indy’s features make it a versatile and reliable addition to any creative team.
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    123PAS

    123PAS

    123PAS

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

    Jetbuilt

    Jetbuilt

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

    Upland Altify

    Upland Software

    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.
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    Rohirrim

    Rohirrim

    Rohirrim

    More than just creating marketing copy or a poem written by a pirate. Domain-aware generative AI securely leverages your proprietary enterprise data to create unique, deeply technical content written in your company’s voice. For example, Rohan creates contextually relevant original content for proposals, grants, white papers, and more – generated using the proprietary, historical data captured from within your enterprise. Create robust drafts in hours or days based on your company’s own data, leaving you the time and space to focus on quality. Automatically generate detailed, cited technical content that answer RFP queries. Instantly synthesize highly technical information relevant to grant applications. Perform instantaneous deep dives of internal data to improve submissions.
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    SAP CPQ
    SAP CPQ (formerly CallidusCloud CPQ): Provide a richer customer experience by empowering your sales team and partners to offer complex product configurations, optimized pricing, and great-looking proposals. With the SAP CPQ solution, you can offer the right product at the right price and time, and accelerate sales through any channel by seamlessly connecting SAP CPQ to any CRM or ERP platform. Help sales reps sell through more channels faster by eliminating order errors, generating proposals instantly, and providing customer- and channel-specific pricing. Establish intelligent, integrated sales processes to generate quotes faster, simplify approvals, cut sales cycles, and free staff to focus on sales. Improve business insights to maximize sales opportunities, increase cross- and up-selling, and optimize pricing, while protecting margins.
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    GovSignals

    GovSignals

    GovSignals

    GovSignals created the intelligent GovCon platform designed to enhance, optimize, and accelerate pre-RFP intelligence, capture, proposal development, and AI knowledge management workflows. We are shaping the future of government contracting with breakthrough AI-driven solutions. We’re actively disrupting a multi-billion dollar industry, enabling cutting-edge private sector technologies to rapidly secure government contracts, fortifying our national security and economic growth. GovSignals has built the most advanced government contracting AI solution on the market. Whether you're from a small business or a Fortune 500, our platform increases the number of solicitations government contractors can pursue and empowers them to produce winning, fully compliant proposals in hours rather than months. We don’t just follow government trends; we lead them, as one of the largest government data aggregators in the industry, we’re able to understand what the government will do.
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    Upland PSA

    Upland PSA

    Upland Software

    Embrace efficient capacity planning and utilization strategies for optimal workload and profitability. Make informed, data-driven decisions to streamline your services operations and optimize the financial health of your organization, with PSA-native insights and analytics. Put the spotlight on your customer by bringing together traditional professional service automation with proposal automation, knowledge management, and customer sentiment. Upland PSA transforms the way services organizations deliver projects from the first interaction with their customers to ongoing customer success. With robust timesheet and expense capture, project and workforce management, customer billing and project financials, our PSA software goes further and gives you proposal automation, knowledge management, and customer surveys, helping you put the spotlight on the customer to deliver better customer outcomes, starting from Day One.
    Starting Price: $20 per user per month
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    Sofon Guided Solutions
    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.
    Starting Price: $30000.00/one-time
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    Meridian for Proposal Teams
    Managing proposal resources is never simple. Meridian for Proposal Teams smoothes out the procedures by giving Proposal Managers the tools they need to keep the schedule moving towards a successful delivery while providing the all-important subject matter experts with the ability to contribute in a timely and friendly way to the overall proposal effort. Get immediate access to approved content and quickly import into any working file. Search and retrieve company information, technical information, drawings, biographies, product data and much more. Here are just a few of the significant features and benefits: View and track proposal efforts at a glance, search and publish to reusable content libraries, work on proposal volumes in a collaborative workspace, build and manage virtual teams, common document formatting, accountability with checks and balances, built on Microsoft SharePoint.
    Starting Price: $8 per month
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    Solution Engineering Tool (SET)

    Solution Engineering Tool (SET)

    Solution Engineering Tool (SET)

    The hybrid workplace is here to stay, and the companies that embrace its opportunities will be poised to find the most value. The Solution Engineering Tool, or “SET” for short, is software that enables the success of your organization’s business pursuit teams through the essential activities of the business acquisition lifecycle. It is a force multiplier to your company’s overall business growth. SET helps business development, capture management, and proposal executives do the necessary strategic thinking to win federal, state & local, and commercial bids, even recompetes. SET is available as a cloud (i.e., on-demand) or on-premises software and is just in time for the “future of work” today. With SET, you can sharply and concisely answer the most important question when submitting a competitive bid. Government contracting companies can spend significant time and effort developing opportunities/capturing plans for strategic pursuits.
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    Avnio

    Avnio

    Avnio

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

    Mimiran

    Mimiran

    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.)
    Starting Price: $19.00/month/user
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    DeepRFP

    DeepRFP

    DeepRFP

    DeepRFP is AI RFP software for proposal teams, consultants, and small businesses that need help preparing RFP responses and narrative proposals. The platform organizes each bid, tender, solicitation, or proposal opportunity into a workspace where users can upload RFP files, company content, past performance, technical material, and other reference documents. DeepRFP uses proposal-focused AI agents and workflows to support RFP analysis, requirement review, compliance analysis, compliance matrix creation, proposal drafting, questionnaire responses, pricing strategy, and proposal review. Users can generate analysis reports, proposal drafts, compliance briefings, pricing narratives, proposal reviews, and compliance matrices, while Ask Anything provides shorter, on-demand answers inside the workspace. DeepRFP is designed for small businesses, proposal consultants, government contractors, and lean proposal teams that want practical proposal workflows without enterprise software bloat.
    Starting Price: $75 per month
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    Super Proposal

    Super Proposal

    Super Proposal

    Super Proposal is a comprehensive proposal creation platform designed to streamline and simplify the process of drafting, managing, and delivering professional proposals. It is designed to cater to businesses in various sectors, offering templates and tools to make proposal writing faster, more efficient, and more effective. Below is a detailed of the full functionality of Super Proposal: 1. Customizable Proposal Templates 2. Drag-and-Drop Interface 3. Proposal Automation 4. Real-Time Collaboration 5. Client Portal 6. Digital Signatures 7. Version Control 8. Comprehensive Analytics and Reporting 9. Integrated Payment Options 10. Cloud-Based Storage and Security Super Proposal is a versatile, comprehensive platform that streamlines the process of creating, sending, and managing business proposals.
    Starting Price: $24/month