Audience
Companies looking for an advanced Proposal Management solution
About 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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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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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:
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(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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PandaDoc
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PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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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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Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
RocketDocs
Founded: 1988
United States
rocketdocs.com
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Product Details
Platforms Supported
Cloud
Windows
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online
RocketDocs Frequently Asked Questions
RocketDocs Product Features
Proposal Management
Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Pipeline Management
RFP Management
Requirements Management
Revision Management
Templates
Version Control
Calendar Management
Electronic Signature
Knowledge Library
Task Management
RFP
Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Task Management
Vendor Management
Requirements Management
Templates
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Goals / Quota Management
Training Management
