Audience
Proposal Management solution for individuals
About Tilkee
There is a better way than an attachment or a shared drive to send your key, strategic documents! Simplify file creation and sharing (contracts, quotes etc.) - Avoid sending tedious emails and attachments to your contacts and ensure the secure delivery of your most sensitive documents. Send and share all your documents with your contacts from one centralised, shared, organised space. Add, delete and replace documents in a few clicks and make the relationship with your customers, prospects and partners seamless. With our lead scoring based on a predictive machine learning algorithm, you can instantly qualify your contacts and gauge their level of interest. Use Tilkee's lead scoring to trigger the next best possible step (automatated or manual), and improve your operational efficiency and profitability.
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Attach
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.
Learn more about Attach
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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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:
(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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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
Learn more about Revv
Pricing
Starting Price:
$19 per user per month
Free Trial:
Free Trial available.
Integrations
Company Information
Tilkee
Founded: 2013
France
www.tilkee.com
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Product Details
Platforms Supported
Cloud
Windows
iPhone
iPad
Android
Training
Documentation
Live Online
Support
Phone Support
Online
Tilkee Frequently Asked Questions
Q: What kinds of users and organization types does Tilkee work with?
Tilkee works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Tilkee support in their product?
Tilkee supports these languages: English.
Q: What kind of support options does Tilkee offer?
Tilkee offers support via phone support and online.
Q: What other applications or services does Tilkee integrate with?
Tilkee integrates with: Oracle CRM On Demand, Gmail, HubSpot Marketing Hub, Adobe Marketo Engage, Mailchimp, Microsoft Outlook, noCRM.io, Salesforce Agentforce Marketing, Salesforce, Wufoo, Zapier, and Zoho CRM.
Q: Does Tilkee have a mobile app?
Yes, Tilkee has a mobile app for iPhone, Android, and iPad.
Q: What type of training does Tilkee provide?
Tilkee provides training in the form of documentation and live online.
Q: Does Tilkee offer a free trial?
Yes, Tilkee offers a free trial.
Q: How much does Tilkee cost?
Pricing for Tilkee starts at $19 per user per month.
Tilkee Product Features
Proposal Management
Collaboration
Supported
Content Repository
Supported
Document Management
Supported
Electronic Signature
Supported
Knowledge Library
Supported
Templates
Supported
Automatic Formatting
Not Supported
Calendar Management
Not Supported
Contact Management
Not Supported
Pipeline Management
Not Supported
RFP Management
Not Supported
Requirements Management
Not Supported
Revision Management
Not Supported
Task Management
Not Supported
Version Control
Not Supported
