ShareMethods Alternatives

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.

Clarity Connect was developed exclusively for and is native to Skype for Business. That means no additional software clients need to be installed – agents and supervisors can simply open a web browser to get started. Clarity Connect does not duplicate or complicate Skype for Business’ infrastructure or call control, has access to its unified communications and collaboration functionality, and retains Skype for Business’ excellent voice quality and reliability. Clarity Connect is cloud-managed, so you can deploy a contact center for the on-premises installation of Skype for Business. Best of all, there’s no need for additional on-premises infrastructure or additional software clients, reducing costs, and improving efficiency. Clarity Connect, by Perficient, scales to meet the challenging demands of geo-distributed contact centers without the need for cost-prohibitive hardware or dedicated operational staff.

36 Dollar 360 is the industry's lowest-priced and most broadly deployable 360-degree assessment solution. Created by SVI LLC, 36 Dollar 360 relieves the pain caused by inefficient feedback collection, cost-prohibitive deployments, and laborious reports preparation. Easy to use and deploy, 36 Dollar 360 provides built-in competency models and on-demand downloading of reports for employees. Primary features include a drag-and-drop interface, project dashboard, data import and export, access control, email reminders, and result summarization. 36 Dollar 360 is ideally suitable for companies looking to improve their employee management and leadership capabilities. The platform supports small and midsize businesses as well as teams within large companies. The ability to enter your own competencies should your organization have its own unique competency models. SingleSurvey™ technology for all-at-once evaluation of multiple targets.

Our clever software lets you easily create, manage and order local store marketing materials within your corporate identity framework. Until now, executing brand-compliant marketing was cost-prohibitive and inefficient for multi-site businesses. Our clever software lets you easily create, manage and order local store marketing materials within your corporate identity framework. Customization and modification of materials with ease - no design skills required! Use editable templates built specifically for your brand to order customized printed items. A single source of truth for approved brand assets such as images, videos, PDF's and more - no more thumb drives or emailing assets back and forth. Visualize and share everything from signage to social media guidelines.

Real estate transaction management doesn’t need to be frustrating and overly complicated. Paperless Pipeline is built for better transaction management. Less clicks, less clutter, and less work. That’s better transaction management software for you, your admins, your agents, and your company. See all your transactions & tasks on one page. Automate reminders, tasks, and milestones. Send emails and attachments in less time. Better is simple. Make the process simpler for everyone. No matter how you work, give your entire real estate company a better way to stay on schedule, streamline communication, and close on-time. Focus entirely on transaction management. Customize checklists for your company. Give agents access with the right permissions. Start for free, and scale with ease. Better transaction management focuses on the core features that make a measurable difference, save time, and allow companies to grow and scale with ease.

Hub is our newest product, comprised of two components: Designer and Hub Platform. Hub allows you to design stunning templates and output data-rich documents. You just need to signup once for our document automation solution to enjoy easy template management, scheduling future reports, and generate documents on-demand. Windward Hub is the comprehensive, hosted solution you need to generate, manage, and share all of your documents and reports with the click of a button. Windward provides streamlined production of contracts, proposals, sales collateral, and much more. Output accurate and error-free documents every time with our dynamic document generation solution. Windward Hub centralizes your template creation process. No more emailing files back and forth or messy versioning workarounds. In the Windward Hub portal, you can view up to date versions of your document templates: one location for managing templates across the entire document automation process means more time savings.

IntelligenceBank Knowledge Management makes it easy to share and collaborate on documents and data with your team. With robust workflow, approvals and an audit trail. Keep track of customer contacts, proposals, work products, invoices and contracts. With granular permissions, give your customer access to your shared information and collaborate on briefs. Manage, share and measure your customer insights. Automatically alert your team when new data is available and integrate third party resources in a single, easy to use platform. Create custom pages to showcase customer segments and key themes. Legal departments love our case management applications, whereby each case can be tracked, actions can be assigned and linked to related documentation. Granular permissions mean people only see cases relevant to them. Ensure your sales team has the latest sales and marketing collateral. Customize proposals, give sales managers instant access to creative and receive alerts.

ImportYeti started as a combination of some downtime created by the coronavirus and my desire to give back to the eCom community that has given me so much. Bill of ladings is public information that every large eCom or supply chain professional I know uses but they are too cost-prohibitive, challenging to obtain, and difficult to use for the average joe. ImportYeti's goal is to solve that problem. There is no business without users. We are crazy about our users and we want them to be crazy about us. Accordingly, we focus our energy on making them ecstatic about ImportYeti and the value we create. ImportYeti was built alongside our users. We constantly seek feedback, try to understand our customer's world, and intensely focus on developing what will have the largest positive impact on them. The supply chain space has a very slow idea diffusion rate. There is a lot of opportunities to help our users make better supply chain decisions around complex issues.

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.

Faster, lighter, easier and specialized for the design of rural infrastructure, RoadEng significantly speeds up the corridor design process. Built from the ground up to work with surfaces, cross-sections, and alignments, RoadEng handles larger data sets in ways other civil design software cannot. No additional CAD software required. You don’t need to struggle with complicated and expensive CAD software. No need to learn and re-learn complicated software for complex highway interchanges and other things you don’t do. Geometric corridor design in a simple and intuitive user interface. Visualize your road design in 3D, plan, profile and section views simultaneously. Make a change to the project, dynamically watch all of the windows update. Minimize earthwork costs for roads, highways, and other corridor projects. Automatically balance your mass haul. Get the lowest cost vertical alignment.

For businesses and government agencies that want to thrive, every second matters. This is especially true of hourly employees whose productivity depends on how they spend their time. Unfortunately, many hourly employees steal time by committing what’s known as buddy punching. This happens when one employee clocks in for another and can end up costing employers up to 3% of gross payroll. Biometric time clocks can help to prevent buddy punching but can be cost-prohibitive, especially when factoring in maintenance fees. Plus, fingerprint biometrics may not work reliably for all employees. Luckily, RightPunch™ can solve these issues. RightPunch™ is an affordable biometric soft clock that integrates with popular workforce management systems like UKG/Kronos and ADP. Simply install the software on any Windows PC or tablet, plug in the biometric device, and you immediately have a low-cost solution to eliminate buddy punching.

It is getting more and more challenging to effectively staff the hourly and frontline roles in businesses. These roles typically have the highest turnover rates—as much as 140% according to some studies. That means in 12 months all workers have been replaced and some have not lasted even one year. Hospitality and retail have the highest turnover rates. The hiring cost and hiring the right employee is of utmost importance to business owners/leaders. One of the biggest issues the business community faces is getting exposure for their open opportunities. Job boards and other recruitment advertisements are expensive and cost-prohibitive. Moreover, the business websites are primarily customer focused and are often hard to navigate for employment—not to mention upkeep and maintenance difficulties. Your business front is the most enticing and best advertising—capture your candidates right there—don't send them on a wild goose chase somewhere else to find your open opportunities.

Defex was developed to be a simple, yet powerful, cloud-based defect and task management software. Our software allows you to annotate plans, allocate tasks and manage these tasks through to completion. We started Defex to explore the requirements of a customer - but after interest from other DCODE GROUP clients, we launched it as its own Software as a Service (SAAS) solution. When working with a client on an Inspection Tool, we came across the problem of explaining the exact location of a Defect or Issue being reported. On review, we found a number of solutions available - but most were off-shore solutions and many were cost-prohibitive. So we decided to find a better way of recording Defects or Issues in a way that made them easy to find by other users and/or on subsequent inspections.

If you have teams on the road, manage jobs and work schedules and would like to try a different way of working, then we can help with ConnectManager. Easy to use and extremely easy to set up. It can be fully customised to integrate with your existing business systems. Our powerful scheduling engine will help you to get the right engineer, with the right skills and materials, at the correct time to that appointment. Our powerful scheduling engine will help you to get the right engineer, with the right skills and materials, at the correct time to that appointment. Schedule and control complex jobs in the Projects module. You can group jobs and teams together and keep tight control of costs and materials. This module helps you manage the complete Voids process from tasking up the Voids pre-inspection through to viewing and post inspection.

Calculate your startup valuation with leading valuation methods. Our valuation engine offers a solid and easy way to calculate your enterprise value, using leading valuation methods: Berkus Method, the Payne Scorecard Method, the Startup Rating Method, the Venture Capital Method, and the First Chicago Method. Calculate your startup valuation based on 5 popular valuation models, following international valuation guidelines. Provide your stakeholders with a professional report from an independent source, that can be easily shared or downloaded from your profile. Easily share valuation reports with your team, investors, and business partners. Our valuation engine will guide you through our calculator based on your profile and will compare inputs with peers. Easily access reliable data of the major financial databases, without usual complications and additional costs. Solid market data from third parties is key for valuations.

Make ridiculously good-looking sales and marketing documents that help you save time and win more work with Qwilr. Trusted by thousands of businesses for beautifying their communications, Qwilr is for innovative and forward-thinking teams. It is an interactive and mobile-friendly platform that lets teams rework sales and marketing collateral, such as quotes, proposals, pitches, and documents, into stunning web pages. Qwilr also offers users the ability to embed videos, maps, surveys, spreadsheets, and more, to their documents.

Inspire your clients by sending them beautiful content rich trip itineraries and proposal that they can access directly from a web browser. Pull content from your library of images, past trips, accommodation, etc. Also, no need to edit, save, attach, email word documents. You can make changes to a clients proposal in real-time. Manage your clients and leads as they flow through your sales process. This highly configurable module allows you to set up the platform to match your sales process and tracking protocols. Allow your clients to access their itineraries offline using the a branded mobile app. Oasis allows you to collect passenger information, collect and share documents, share custom notifications, as well as track flight status in real time. Using the mobile app your customers can access all of this information offline while traveling.

Engage your target audience with real-time, compliant collateral. Broadridge's ContentHub makes it easy to share sales and marketing content on demand, digitally or in print. All from one, secure location. Your sales and marketing teams rely on accurate, up-to-date content. Now kits, brochures, flyers and prospectuses are at your fingertips. In seconds, sales teams can send via digital or print — while you maintain control. ContentHub can support your sales enablement, distributed marketing and collateral fulfillment initiatives. Our representatives and specialists are ready with the solutions you need to advance your business.

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.

Quotation Management Software(EngQuote), a specialized software exclusively developed to create, revise/modify, monitor, submit and track complex quotations suitable for any industry. The software empowers the sales team to increase their productivity and achieve more sales by the simplified proposal processes accessible anywhere 24x7. With this software, it will be much easier and faster for the sales team to document all the inquiries, generate professionally & timely created accurate quo. sales and marketing professionals, small businesses, startups, individuals, companies, business organizations. We also have skill test features which emphasize on detecting personality traits. The software helps to maximize the chances to win every quote and proposal, as well as minimize the loss of sales opportunities through the access-based approval process inbuilt in the software. This ensures the sales representatives to obtain approval before a quote can be sent.

Voyager™ is a best-in-class middleware platform enabling the development of state-of-the-art mobile applications for the enterprise – applications that facilitate communication and collaboration through reliable, real-time, and secure sharing and distribution of information and content. Voyager™ provides simpler and better Service Oriented Architecture, allowing developers to solve problems without wasting time learning overly complex SOA code and configurations, and thereby carving out a distinct position for itself among all middleware tools and SOA products. The driving purpose of Voyager™ is to increase design flexibility, reduce complexity, and accelerate the development of collaborative mobile applications across the enterprise, leveraging all connected device assets and facilitating M2M communications.

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.

Oracle Partner Relationship Management provides a branded partner portal where channel managers and partners can collaborate, share and manage leads, register deals, and create quotes. This integrated solution offers a complete, connected partner experience and helps businesses grow their partner sales channels to increase revenue. Develop custom portals where channel managers and partners can collaborate on lead-to-quote management, business planning, request-to-claim workflows, and more. Offer a flexible partner portal for personalized channel management and a branded user interface. Your brand matters, whether it’s you or a partner representing it. Understand and optimize your partner’s performance in a complex and evolving environment. Oracle offers your channel managers a complete view into partner performance and overall channel program performance. Increase results with a complete set of tools from onboarding to joint marketing collateral to end-to-end lead management.

Sizle helps you share mission-critical documents more safely and effectively. Add documents quickly and accurately in one click, even large, complex files at over 1GB+ or 10,000+ pages. Easily annotate, convert, merge and customize documents with powerful markup and editing tools. Choose a sharing method, set viewer identification rules and stay on the pulse with real-time viewer analytics.

Create new proposals automatically from your past proposals using AI. Sign up for free, or choose a plan that suits your team. Upload your past documents, to Google Drive, SharePoint, or Dropbox. Start using Docue to send sales proposals and quotes 10X faster. You can sign up for free, upload your past proposals, and draft new proposals faster.

Learn to ship software like a pro. There's no substitute for hands-on experience. But for most students, real-world tools can be cost-prohibitive. That's why we created the GitHub Student Developer Pack with some of our partners and friends. Everything you need for your virtual event. Design for engagement and we'll take care of the tools. The virtual event kit gives students the resources to make running online events simple and accessible. Everything you need to build your next website. Learn how to design and build your own website as you learn the basics of web development. The intro to web dev experience gives students the tools to start you on a path, no matter how much experience or technical knowledge you currently have. With the provided tools, anyone can create professional-looking graphics and designs. Featuring thousands of templates and an easy-to-use editor. Affordable registration, hosting, domain management, and much more.

These days, 68% of consumers are dissatisfied with their in-store shopping experience. That means consumers expect new in-store services so they can have a “pain-free” experience. These days, consumers want to be able to make any purchase they wish, from anywhere, at any time, with their preferred payment method. With so many new services available in stores, existing checkout systems are on their way out. Brands no longer need a checkout system; they need a single in-store interface designed with the sales associate in mind. Traditional checkout systems aren’t just obsolete; they’re not sufficiently intuitive. Their infrastructure doesn’t work with online payment and in-store picking, for example, and the migrations can be complicated. With the SoCloz omnichannel platform, the sales associate is more central to the action than ever before. Associates now have a key interface in hand, so they can manage the full range of omnichannel orders.

Sales and marketing can easily personalize their proposals & presentations, without damaging the graphic design and document layout. Easily combine documents such as PPT, PDF, Word, videos & images to create one unique business proposal that will be read in the intended order. Your sales force automatically receives notifications when new documents are uploaded to Uprez. Available in one central place, existing documents are automatically updated with new releases. Boost client interest with exciting, dynamic presentations, even during meetings without an Internet connection. Access statistics, such as documents 'read', 'shared', 'downloaded', and receive email notifications when your proposals have been opened.

Super Proposal is a powerful tool designed to enhance the proposal process for businesses. It features secure, legally binding digital signatures that allow clients to sign documents instantly, eliminating the delays associated with traditional methods. This ensures that proposals are valid and tamper-proof, speeding up the sales cycle significantly. The platform also offers real-time tracking of document changes and interactions, providing transparency and accountability. Users can monitor every modification, fostering client trust and ensuring compliance with legal standards. Additionally, Super Proposal supports multiple languages, making it adaptable for international clients. This feature enhances communication and engagement, allowing businesses to reach a broader audience. Overall, Super Proposal streamlines workflows, improves efficiency, and builds stronger client relationships through its comprehensive functionalities.

CRM for solar companies. Streamline your sales process from lead management and technical and financial assessment to proposal preparation, e-signing, and billing. Solar Logics comes with a built-in solar panel system size and cost calculator. We understand that different solar installers use different methods for calculating the system size. That's why Solar Logics allows you to enter your own technical, geographical, and constructional constraints into the calculator. No matter how many lenders you work with and what states your clients are at, Solar Logics allows you to enter loan and incentive details and uses those figures to estimate the short and long-term savings in the proposal document. Solar Logics generates solar energy system proposals based on the results of the calculators. Your proposal includes the charts and tables indicating electricity bill before and after solar installation, savings and incentives, projected payback period, and loan repayment plan breakdown.

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

Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Restrict user’s level of access in SharePoint to the same level that is assigned to them in Dynamics 365 CRM. Furthermore, replicate any changes made to Dynamics 365 CRM security privileges in SharePoint. Integrate with SharePoint, Dropbox or Azure Blob as the cloud storage location for your files and attachments. Drag and drop multiple files and folders to upload them all at once. Generate anonymous links to the documents to share outside of the organization. Directly email the files as attachments or links to documents from within CRM. Upload, Rename, Delete & Search files from cloud storage. Bulk Migrate Note/Email/Sales Literature attachments to the configured cloud storage. Security Template to control user privileges to the various actions discussed above.

Nowadays products and services are more complex and personalized, hence it is more difficult for organizations to manage a wide range of products and pricing alternatives. Product pricing becomes difficult when pricing is based on dynamic parameters and the need for separate configurations for each channel increases the cost of creating new proposals. When sales representatives are not able to apply the required discounts and control the prices, sales opportunities can easily be lost and serious losses in order rates may occur due to wrong orders. Effective bid management is inevitable for effective sales operation. Etiya Configure, Price, Quote (CPQ) manages the complexity of multiple services carried out by different functions in a single offer, making complex product, pricing and business rules centrally, automatically and in real time accessible. It helps to produce accurate and structured offers.

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly starting from $6 AUD dollars with seamless workflow and automation features to simplify the sales and lead management process. The software has an array of features include tracking and sharing contact emails, attachments, appointment, customer relationships, marketing, leads generation, storage, quotes and proposals, invoicing with customisable dashboards plus more. Access the right information at the right time from anywhere, whether you're at your desk or in the field. Rely on our proven efficient and intelligent platform designed to integrate and scale with your needs. Lower costs, reduce errors, and improve productivity with efficient processes that fit your requirements.

Mybase is a unique freeform database software that allows entry of unstructured text, webpages, images, documents, emails and even arbitrary files without regard to length or format. All information is compressed with an integrated zip utility and stored in the tree structured outline form. Unlike traditional database systems, Mybase accepts text input like a word processor, and provides better methods for capturing, editing, organizing, retrieving, searching and sharing information. Attached documents and related entries are restructured and listed in a single hierarchical list view located at the right side of the main frame, in order to have a larger view of contents as well as a more flexible relation view. Support of Mermaid for Markdown documents to contain flowcharts and diagrams.

Generate stunning, personalized experiences that drive more engagement, revenue, and brand loyalty. Pixai is content creation, management, and delivery cloud-based software that enables customer-facing teams to configure, instantly generate, and share personalized communications with customers. Pixai’s unique personalization capabilities allow for the selection of optimal topics and formats for every buyer profile and each opportunity. Employees can use existing content to mix, build, and deliver customized sales pieces instantly, thereby reducing the time, cost, and complexity of developing personalized sales and marketing tools. Select the desired document topics from a list of existing messages. Select your preferred document format and sharing preferences.

Ready to use Omnichannel Software Solution in the Cloud (SaaS), that can help your business drive cross-channel sales and manage independent affiliates and robust sales representatives networks with web tools that have modular process coverage that accelerates growth all while minimizing technology costs. With over 30 years of experience serving businesses within Highly Complex Sales Environments in different verticals: E-commerce Retail, Stores, and Direct Sales in all of its models: Affiliate and Influencer Marketing, MLM, party plan, unilevel, binary, and more. Our multi-module, multilingual, multicurrency, multicountry solution provides on-demand scalability to businesses with different sales channels to grow while keeping technology costs low and infrastructure security high. We are committed to improving the life of millions of Independent Sellers around the world by leveraging disruptive and democratic technologies.

INFOCU5 is an extension of your existing team. We flex and scale with your business, so you only pay for the overflow help you use. Scalable, omnichannel support team. On-demand sales and service agents, increase CLV and AOV, optimize data and leads, only pay for ticket and talk time. Voice, messaging, email, dedicated brand ambassadors, etc. Extension of your internal team. Maintains brand vision and message and tracks campaign performance. We combine our enterprise-level contact center software with our global, on-demand customer service and sales marketplace so that businesses can affordably interact with their customers and tap into overflow contact center marketplace of agents when you need the extra backup support. Our marketplace is a global, on-demand team of customer service and sales agents who work as your backup support when your internal team needs the extra help.

Zoomifier is one simplified, integrated, and easy-to-use platform that lets your sales team unleash the power of video to better engage their customers. Organize, browse, search, share, embed or present an unlimited number of high-resolution videos, animations, 360 panoramic videos, 3D graphics, presentations, virtual tours and more with no size or length restrictions in a centralized and secure repository. Create a video library to enable marketing & sales. You don’t need to hire Hollywood talent to create videos. Zoomifier lets your sales team easily create personalized videos in minutes using existing sales collateral, presentations, and proposals. Zoomifier enables you to easily embed and edit video directly on presentation slides, and configure exactly how it is presented to your audience. There are no size, length or bandwidth constraints to worry about. Insert videos into your sales presentations and brochures.

Know what happens to your sales collateral after you hit send. Manage collateral usage, track how prospects engage with it and understand which collateral helps close deals. Know who opens your documents, what pages they read and who they forward it to so you can gauge their interest. Be smarter with your time, focus on prospects in your pipeline who engage with your content and nudge the ones who don’t. Know when to reach out and what to talk about, so you can take the right action and keep your deals moving forward. Send the wrong file? Don’t worry, make changes or swap it with another one even after you’ve hit send. Password protection, set an expiry date or revoke access to make sure your documents don’t fall into the wrong hands. Attach helps you understand how your customers interact with your content so you know how to time and tailor your follow-up for maximum impact. Align your sales & marketing department with a library of approved content.

Enter manually or import your existing contacts. The CRM will auto- match fields, check for duplicates and incorrect data making it easy to get started. Enter manually or import your existing contacts. The CRM will auto- match fields, check for duplicates and incorrect data making it easy to get started. Standardize the sales process with workflows, sales scripts, email templates, view your sales pipeline and forecast, and share sales material with the entire team. Mass email up to 5,000 emails per day and 150,000 emails per month, run drip campaigns and easily view open rates, click-through rates, and bounce rates to determine campaign effectiveness. Organize mission-critical documents for utilization in workflows or one-off scenarios like: Call Scripts, HR Word Documents, PDF Contracts or Marketing collateral, Excel, PPT Presentations and Utilize over 100 Tagging Codes to save time on document changes.

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

Cloud Engage can measurably enhance your fundraising results. It’s a perfect fit for small-medium-sized charities because, as a cloud solution, it delivers the latest in technical functionality without the need for a prohibitive, upfront financial investment. This flexible, scalable platform is a smart business tool that will deliver easy management and reporting for fundraising campaigns. It will also allow you to view, and use, donor data in a more strategic manner and give you an up-to-date view of financial performance. It’s difficult for one charity’s voice to be heard amongst many competing voices. The challenges of donor recruitment increase as expectations and communications channels evolve. Charities cannot survive by depending on sporadic donations. It’s vital they find methods to transform one-off contributors into supporters who regularly and repeatedly donate.

A workflow application designed to reduce repetition of paperwork within the insurance industry, resulting in a faster sales cycle, fewer errors and happy clients. Combine provider forms into one document requesting the information from your customer once. Client information is gathered and mapped to every selected provider form. Dot the i’s and cross the t’s before sending each completed form to your client for their signature. Deliver fully executed documents to insurance providers directly from the BlockForms application. Advance your business with a comprehensive and intuitive data collection process. BlockForms automatically completes common fields across multiple carrier forms (including those fields that ask the same question differently) saving you time and preventing errors. Give your team the gift of time this sales cycle by deploying a faster and simpler work method.

The on-demand Rocket® EDX solution brings Electronic Data Interchange (EDI) to your business as an easy-to-use service. There's no need for complex implementations or internal support. You'll get faster data exchange, increased visibility into your daily transactions, reduced costs, and the confidence that errors haven't been introduced by a manual data entry process. Challenged with integrating data transactions between your manufacturing, supplier, or retail partners across the globe? Every day, global manufacturers in the automotive, aerospace, retail, and consumer goods industries use Rocket EDX on-demand EDI technology to complete transactions with their trading partners. With Rocket EDX, you automatically send and process business transactions between your enterprise and trading partners using EDI. You’ll meet the EDI requirements of your current and future trading partners, and your document exchange process and protocols will be in compliance with your standards.

eDocs, eSign - Paperwork 2.0 for Every Business. Legal eSign, Smarter Sales Contracts, eDocs with Payments, Winning Proposals, Complex Forms, Online Applications & More. When your client e-signs a doc, pays an invoice, buys a product, or schedules an appointment, we will create a free account for them if needed, then store the signed doc, receipts, and other uploads in your shared social online workroom. Your account automatically includes a social CRM (Client Relationship Manager + contacts address book) built in as an option. We specialize in service based small businesses. SwiftCloud can help you get documents signed, go paperless even with complex forms or PDFs, get paid and collect money, schedule appointments, and automate your small business. Our #1 focus is being the best paperless software bar none.

Whether you are a general practitioner or a consultant, and work solo or as a small group, you will find UniCharts™ electronic medical records system sufficient for your clinical documentation and workflow needs. It is being successfully used in a wide range of medical specialties including Primary Care, Neurology, Psychiatry, Cardiology, Pulmonology, Urology, Physical Medicine & Rehab and Pain Management. Incorporating the best of client-server and browser technologies, it is one of the most advanced EMR software in terms of functionality and user interface design. You can achieve the goal of office automation and paperless medical records through any technology solution but with our electronic medical records software, you will have a much smoother and easier transition at a mere fraction of the cost. For a small practice, EMR implementation cannot go any easier and cheaper than this.

Kolibrys© EMS is a unique environment offering all necessary tools required by a company to manage daily tasks while focusing on its key activities. Kolibrys© EMS significantly reduces operating costs (TCOA) while improving the productivity and profitability of the company. Kolibrys© EMS manages every operational and functional process by integrating all features necessary for a company, such as: Order Processing, Stock Management and Supply Chain, Customer Relationship Management, Point Of Sales, Document Management, Mobility Management… all gathered in a shared, centralized environment. This module is the engine of Kolibrys© EMS environment. Deployed in the Cloud or on site, it synchronizes the various modules of Kolibrys via a centralized and shared database. G-Sys analyses your needs and specificities, proposes modules and necessary functionalities, then integrates and customises Kolibrys ©EMS according to the needs of your company.

GTM Buddy is an innovative sales enablement solution that helps your revenue team close deals faster. It empowers sales enablers to spend more time on actual enablement and less time on tool administration. It also helps product marketers to find out the most performing collateral and ensure the adoption of their latest sales content. And most importantly, our contextual AI helps sellers to share the most relevant information with buyers at the right time. We are neither the most advanced sales enablement platform nor the global #1 sales enablement platform. But we won’t ask you to spend your time doing grudge work related to manual tagging, creating complex folder structures, or building smart pages that don’t serve the purpose. Book a 30-minute demo with our product consultant and discover how GTM Buddy stands out from other sales enablement software.

SmartSales is an all-in-one field sales CRM that eliminates paperwork, allows reps on the road to sell more and better, and saves them up to 90 minutes a day. With territory management, prospects and customers are geolocated and can be segmented. With constant accuracy, it stocks, prices, and docs are always up to date. Keep track of everything, customize and generate in-depth visit reports as well as succinct notes. Action-driven, place orders right away in the app. No more extra waiting time. Sales representatives often need to carry a lot of paper documents & product catalogs to their appointments. They don't have a real-time view of stock availability during their appointments. They get their orders signed on paper documents that need to be manually re-encoded in the CRM afterward. They sometimes show outdated marketing documents to their customers. Then SmartSales is what you need!