Alternatives to XaitAI

Compare XaitAI alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to XaitAI in 2024. Compare features, ratings, user reviews, pricing, and more from XaitAI competitors and alternatives in order to make an informed decision for your business.

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    Scoro

    Scoro

    Scoro

    Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.
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    HoneyBook

    HoneyBook

    HoneyBook

    HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.
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    AI Docs

    AI Docs

    AI Docs, Inc.

    Our AI Docs contract automation software empowers small and midsized businesses to efficiently create, execute, and manage their contracts and sales documents with simple rules. These organizations rely on AI Docs to help them save labor, improve quality, and increase revenue. One of the features that sets AI Docs apart from other contract management solutions is its ability to capture your unique document and business rules through traditional logic and artificial intelligence. This enables your less contract-savvy users such as salespeople to generate customer agreements fast and error-free. AI Docs also provides a frictionless native electronic signature process and easy access to your contract data in a secure cloud environment hosted at Amazon Web Services (AWS). AI Docs, Inc. is a veteran-owned company based in the Chicago area which makes every effort to be the most accommodating vendor in the contract lifecycle management (CLM), proposal, and ROI software space.
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  • 4
    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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    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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    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.
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    XaitWebProposal
    XaitWebProposal guides you through the creation of custom mini-websites without a web developer. Ideal for sales and proposal teams looking to save time, engage buyers and keep the conversation flowing. Engagement provides opportunity insight. XaitWebProposal delivers a unique and fast way to stand out from the competitive crowd. Content and layout have important roles to play, XaitWebProposal governs both automatically for professional, on-brand documents. More engagement means more opportunities, XaitWebProposal automates the construction of mini-sites based on your content and layout to save time. Interaction accelerates the sales cycle, XaitWebProposal’s interactive experience keeps the conversation flowing.
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    Capture2Proposal
    Capture2Proposal is the leading GovCon business development, sales intelligence and capture lifecycle management platform. Identify and target opportunities as early as 36 months before the solicitation date giving you the runway needed to shape the deal. C2P’s machine-learning model analyzes your pipeline and feedback to suggest relevant federal procurement opportunities to consider. Easily create custom data fields to align C2P to your business development and capture processes and pipeline reporting needs. Contacts library and activity tracking ensures your winning process is repeatable and lessons learned are readily available. Integrated proposal scheduling, task and document management simplify data calls and streamline proposal planning and development. Invite, assign roles, and manage your proposal teams’ access to C2P’s DFARS/NIST SP 800-171 compliant proposal repository with ease.
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    XaitProposal
    Automate the RFI, RFP, and tender response process and accelerate the creation of dazzling, high-impact documents that win you more business. Our cloud-based platform enables proposal teams to collaborate on multiple RFPs, RFIs, and tenders with real-time co-authoring. Smart features for task assignments, comments, feedback, and approvals keep your team in sync, now perfectly capable of delivering high-quality documents within minutes. Streamlined creation with automated formatting, version control, and layout templates, combined with our content library and collaborative editing, ensures you have time to focus on details, personalization, and quality of content. Deliver dazzling on-brand, high-impact bids that reflect the quality of your services. Templates and automated formatting ensure professional proposals and bids are perfectly aligned with your brand. Combine intuitive step-by-step questionnaires with our content library to build custom proposals quickly.
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    CV Partner

    CV Partner

    CV Partner

    The new way to manage your CVs and Case Studies. Easily manage and tailor your company’s credentials for tenders. Quickly highlight the most relevant experience for each bid and proposal. Effortlessly export CVs and Case Studies to Word, PowerPoint and PDF. Use advanced search to find the right people for the proposal. Easily tailor and highlight relevant content for each proposal. Always up to date CVs and case studies in the same layout. Customizable templates to avoid copy paste. Collaborate on proposals with other companies. Increase consistency and quality in proposals. Some of our core features and benefits. One Single Workflow. One system for managing all stakeholders in the proposal process. Master CVs. One master CV for each employee provides a single interface for data input. Case studies. Add case studies to new proposals and display your previous successes. Bespoke Proposals. Use templates to quickly format how you present the knowledge and experience in your organization
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    Super Proposal

    Super Proposal

    Super Proposal

    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.
    Starting Price: $24/month
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    TenderEyes

    TenderEyes

    Tradax Group

    One powerful platform to support your tender and bid management process, goals and activities. Transform your working ways and win outcomes. Intelligently manage your opportunities qualification, sales pipeline and resources. Rapidly mobilize projects and automate information requests, response and approval activities. Quickly generate structured directories of content for easy use, updating and improvement. Effectively create wider team working, talking, sharing, learning and innovation. Integrated Public Procurement Portals and smarter opportunity identification, qualification tracking and approval. Dedicated secure library with auto-population, easy search and access to tender documentation, questions and responses.
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    Estimo

    Estimo

    Estimo

    Kick-start estimates by using templates and utilising off-the-shelf content. Reduce the overhead of creating proposals that still feel bespoke. Everyone can work on the same proposal together, at the same time. Updates are automatically saved and recorded in a comprehensive changelog. Avoid project resourcing issues through the clear tracking and visualisation of project progress. Create, access and edit proposals wherever you are – from your computer, tablet or mobile. Graphical visualisations, notifications and live activity feeds help you to stay on the ball with actions across your team. Store frequently sold products and services in one place, so that they can be quickly re-used. Define internal instructions, enabling junior team members to work autonomously. Invite, manage and remove users. Assign permission schemes that reflect their role within the estimation process.
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    VisibleThread Docs

    VisibleThread Docs

    VisibleThread

    Increase Your Win Rate by 9.8% and save 66.7h per proposal with VT Docs. Our document analysis software for proposal and contract teams is used by 9 of the top 15 U.S. government contractors. Boeing, General Dynamics, Northrop Grumman and others use it to improve compliance and efficiency. It allows Bid Center Teams to: - Shred RFPs & Create Compliance Matrices in Minutes - Ensure Compliance by spotting Gaps & Risks - Extract Acronym Definitions & Occurrences - Remove Ambiguity & Confusion - Make Faster Bid / No-Bid Decisions - Ensure Alignment on Win Themes - Reduce ‘Scope Creep’ in RFP/BID Responses - Identify Federal Acquisition Regulation & Flow-Down Clauses
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    Colibro

    Colibro

    Colibro

    Business tools that work for you. Proposals' intuitive text editor lets you focus on the content and forget about the formatting. Get notified immediately when your clients perform key actions. Break down costs of products and services with ease using a pricing table. Add your logo, terms & conditions and any additional notes you want to share with your clients. Your invoices live in the Colibro platform and you will know when your clients have viewed them. Keep track of which invoices are settled and which are still outstanding by entering payments against your invoices. Need to bill your clients periodically? Automate the process and save time every cycle. Upload receipt files anywhere in your browser to quickly create expenses. Group expenses to create reports for your records and to export to your accounting software of choice. Keep track of spending based on expense categories and client jobs.
    Starting Price: $9 per month
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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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    Proposal Architect

    Proposal Architect

    Fedmarket.com

    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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    Proposeful

    Proposeful

    Proposeful

    Proposeful is the perfect solution to send proposals and contracts, track when clients open them and close sales faster with electronic signature. Proposeful is the perfect business proposal software to write beautiful proposals and share them with clients quickly. With our business proposal software you'll know when a client opens your proposal and how long they spend on each part of it. Let clients accept your proposals with just a few clicks. Connect Proposeful to your CRM and thousands and other tools to automate your proposals. Invite unlimited users to your account and let them reuse proposal templates and easily close deals. Organize and search proposals with tags and see how well they've performed. Know how clients interact with your proposals with our intelligent reports. Every access is tracked and you can learn how long your client spent on each part of your proposal. All of our templates are fully customizable.
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    XaitRFI
    XaitRFI guides teams through RFI, DDQ, and security questionnaire response creation. XaitRFI is ideal for individuals and teams who must deliver strategic answers despite tight deadlines. A guided approach taps an accurate content library for faster response creation, approval, and delivery. Tasks and workflow take the stress out of responses, keeping teams in sync and saving time for personalizing content. Fast, accurate responses boost morale and save time for more opportunities, increasing your throughput and win rate. XaitRFI saves time by guiding you through the response creation process, offering suggestions and visibility for faster, more professional RFI, DDIQ, and security questionnaire responses. Automatically respond to questions using approved on-message content for personalizing. Enforce your brand layout and eliminate time spent on formatting and numbering. Straightforward workflow keeps content up-to-date and on track for reuse.
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    Lancelot

    Lancelot

    MarketBranch

    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.
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    Virtual Proposal Center
    The Virtual Proposal Center (VPC) is a collaborative, browser-based application enabling a geographically dispersed, multi-partner proposal team to have a common work center with access to the tools and information needed to create successful proposals. VPC is above all easy to use, secure, and flexible. Intuitive document, workflow and configuration management features, combined with a powerful search tool, make VPC an indispensable part of the proposal development process. Founded in 1996, Intravation has grown to become the premier provider of easy-to-use, collaborative proposal management tools. We are dedicated to helping our customers increase their productivity and improve their quality through more efficient proposal management. We provide a flexible, easy-to-use, web-based, collaborative content development solution. We constantly enhance our product based on feedback and suggestions from our customers.
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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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    Solo

    Solo

    Solo

    Dynamic proposals, integrated doc management, and next day turnarounds on CAD & engineering streamline the sales process, optimizing deal closure and efficiency. With our solar & roofing software, you not only have easy access to your proposals, but can quickly customize them from anywhere. From personalized company branding to integrated lending options all within the proposals, our software streamlines the process, optimizing deal closure and efficiency. Are your proposals meeting your sales reps’ needs? In today’s fast-paced world, consumers expect adjustments on-the-fly. With the Solo solar proposal software, you can make changes live with our dynamic and interactive features. Speed and accuracy are our focus, allowing your sales reps to request and receive a proposal in minutes while in the customer’s home. Finally, our full-service design team will create a professional proposal template catered to your branding and sales needs.
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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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    QuoteRobot.com

    QuoteRobot.com

    QuoteRobot

    QuoteRobot makes it easy for web professionals to write winning proposals, invoices, and contracts. Our professionally designed proposal, invoice, and quote themes help you look your best. Rather than using a word processor, use one of our hand-crafted themes or create your own. QuoteRobot mines line item data from your quotes, invoices, and proposals to help you know what to charge for every item, automatically. Start from scratch, or use of our pre-written proposal templates to get your quote out the door more quickly. Save past proposals to use as templates for repeat pitches. Email your potential client a proposal with an optional PDF attachment and they can approve it on your own subdomain with a single click. Easily generate a detailed timeline of your project, complete with payment milestones so your clients know when to pay you to keep things moving.
    Starting Price: $19 per month
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    Better Proposals

    Better Proposals

    Better Proposals

    Better Proposals helps you create, send, track, and sign business documents in just a few minutes. With over 200 pre-written and pre-designed templates for proposals, contracts, sign-offs, and more, it takes the work out of document creation. Its 40+ integrations enable you to automate your entire sales process by using only one platform. Modern, on-brand proposals that streamline your sales process. Sent, tracked, and signed in minutes. Impress at first glance. A professional first impression goes a long way towards closing any deal. Luckily, we know what’s important, what to avoid, and how to create a powerful image that builds immediate trust, and it's all built into Better Proposals. Track the proposals you send and get real-time updates as your clients read, sign, and send them back faster than ever. With Proposal AI's automatic suggestions, you'll convert more by discovering exactly what's working in your industry.
    Starting Price: $19 per month
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    Privia

    Privia

    Privia

    Privia is the government contractor’s go-to solution for developing high-quality, stand-out proposals faster and easier. What makes Privia unique? Privia is designed specifically for the proposal team; to facilitate the process workflow, synchronize the teams assignments and deadlines, and empower team collaboration. Over 10,000 users from small, mid-size, and enterprise organizations leverage Privia every day to improve productivity, save time and deliver the proposal quality today's evaluator's demand for the win.
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    Proposal Manager

    Proposal Manager

    Coldwater Technology

    Proposal Manager is a modular proposal management solution that allows for the complete management of RFPs for virtually any industry. This robust application is designed to be integrated with your existing ERP or MRP system, empowering your sales team to have accurate product information on-demand. Embedded within the application is a fully user-maintained Product Configurator. This configuration utility allows for a complete definition of the allowable features and options you want to provide and establishes price points for each of the options, which can also be easily added and removed. We also equipped this application with the ability to manage your customers and their contact information, which will allow you to, quickly and efficiently generate and deliver proposals. If your company is currently facing challenges with the creation and delivery of accurate and thorough proposals, Proposal Manager is the end-to-end solution you need to employ to automate the RFP process.
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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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    Relevant Match

    Relevant Match

    Relevant Software

    Relevant Match is a desktop app that measures the progress of your written proposal compared to the RFP/Solicitation key points. Developed over 20 years of working proposals. It jump starts your key themes, then keeps you on target. Competitive proposals are scored, not read. Relevant Match examines the work statement like a fingerprint, then calculates a match score and keeps track of each version, so you can rewrite and mature the proposal efficiently. Upload your Word or .PDF documents in just two clicks. One more click launches the analysis feature giving you insight into the proposal. The whole cycle takes about 15 minutes, so you can run the analysis as quickly as you make changes in your proposal. Easily communicate progress to executives and teams. No in-app advertisements, no bloatware, and no connection to the internet. It’s designed to be used in any situation where your proposal must be protected, including in a SCIF environment. Save time, save money, boost Pwin!
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    Tended.ai

    Tended.ai

    Tended.ai

    Streamline your tender processes with our AI-powered platform. We help you answer questionnaires, win tenders and grow your business. Try it out today, no credit card is required. No more manual data entry. Connect your data sources and we'll take it from there. Our AI produces data-enhanced responses in natural language. Receive a clear overview of all requirements in the tender. Fill the tender automatically with AutoFill and save valuable time. Improve your responses with a little bit of help from AI. Use our collaboration tools to involve your team and get the right people involved. Free up your time and focus on growing your business instead. Our cutting-edge automation technology allows you to complete tenders faster and more accurately than ever before. Unleash the power of your data through seamless integrations with your tools. Enhance your team's productivity with our real-time collaborative tool and notifications.
    Starting Price: $19 per month
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    Nulius

    Nulius

    Nulius

    Get used to Nulius' editor in no time. Seamlessly migrate and start creating your proposals with no learning curve at all. Choose the template and cover that fits best your proposal, insert pricing tables, your logo or any other image and adapt the smallest details of it. Everything that happens with your proposal gets recorded, so you can easily see the progress of closing. You'll get an email for the most important events as well. Live notifications when your prospect opens, accepts or denies your proposal, so you can react fast and win. Save time with custom fields, use formulas for automatic calculations and updates. Reuse content whenever possible with our Content Library and never write the same content twice. Insights that help you engage your clients. Know how much time your client has spent reading the proposal, segmented by page and version. Find out who's your best performing teammate and get detailed reports for any period.
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    Octant

    Octant

    Octant

    Consistent execution of repeatable proposal processes throughout the opportunity lifecycle can help enhance your organization’s capture and proposal management performance. Octant doesn’t just help organizations collect data – it turns it into meaningful information. Information that can inform, influence and facilitate decision-making in the life cycle of business development and beyond. Octant’s ability to achieve this is lies in its Business Development Lifecycle and Maturity Model, which are tied to proven industry best practices. Octant employs a step-by-step, guided process to help improve the efficiency and effectiveness of an organization’s sales and proposal capabilities. The Octant Business Development Lifecycle addresses key fundamentals of planning, preparing and ultimately positioning an organization for the best chance at a win.
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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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    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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    Quote Roller
    All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time.
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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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    Quoter

    Quoter

    Quoter Software

    Quoter is an online quoting platform for sales teams. Quoter helps sales teams save time, increase control, and win deals faster by streamlining the sales quote and proposal process. It comes with reusable quote and proposal templates, quote and email tracking, easy, online acceptance and payment, CRM and accounting integration, and so much more. Create more quotes, eliminate bottlenecks, and get paid faster with Quoter. Quoter is a lightning fast, modern quoting platform for technology service providers. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. All of our core plans include unlimited users. Create impressive, accurate quotes in just a few clicks. Rest easy knowing exactly when your quotes are opened. Seamless PSA, CRM, distributor, and accounting integrations. Leverage our automation to encourage more people to quote.
    Starting Price: $99 per month
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    RFP360

    RFP360

    RFP360

    RFP360 empowers sourcing and procurement teams to centralize their RFx process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. In addition to making smarter buying choices, customers improve efficiency, mitigate risk and increase engagement when issuing RFPs, RFIs, vendor assessments and more. Our request management software introduces digital transformation and automation into sourcing routines. With full-circle features like a template library, workflow, scoring and messaging, buyers and sellers easily collaborate and communicate in one place throughout the purchasing lifecycle. And at every step, RFP360 ensures strategic decisions are informed, objective and fair.
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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.
    Starting Price: 0
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    smartOFFICE Online

    smartOFFICE Online

    Simply Reliable

    smartOFFICE is the only cloud based Enterprise-Grade workflow software developed for the custom smart home integrator, by custom smart home integrators. Create beautiful proposals quickly using our one-of-a-kind tools. Once you close the deal, invoice the client, order the products and schedule the work. Implement a better process with smartOFFICE Online today. From first point of contact to creating beautiful online or pdf proposals in minutes through managing the entire process from purchasing, inventory, project management, time tracking, iOS and Android field apps, and accounting integration with QuickBooks Online or Desktop, smartOFFICE is your complete end-to-end solution.​ Our step-by-step Welcome Process will help you setup a working demo including the brands you sell within 5 minutes. Then utilize our smartPRENEUR Academy to watch a complete demo and educate yourself at your own pace in about an hour.
    Starting Price: $29.99/month/user
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    ONTILITY Pro

    ONTILITY Pro

    Energy Matters

    Trusted by Thousands of Professionals. Building on almost 2 decades of front-line experience working with solar & renewable energy professionals, ONtility ProTM is designed to speed up and enhance the sales process. Easily crunch the numbers, generate professional sales proposal materials, and manage your sales activities. ONtility ProTM helps you focus on what matters: identifying your customers` needs, designing smart solutions, and getting new business on the books. Produce accurate performance and pricing estimates that reflect current energy rates, incentives and rebates. Includes a PV Layout Tool: define buildings, installation areas, keep out areas and obstacles. The Solar PV Layout Tool auto places PV modules, creates sun path shade views, provides 3D views and more!
    Starting Price: $54.95 per month
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    EasyPQQ

    EasyPQQ

    EasyPQQ

    The EasyPQQ software has been developed from real customer use cases and years of expertise in the industry. Based on core needs for document creation, the purpose of EasyPQQ is to maximise efficiency and save time throughout all stages of creation, management and distribution of documents. In today's competitive business environment, proposals and bid submissions are critical to winning work whilst being produced to increasingly tight deadlines. EasyPQQ enables you to produce high-quality documents quickly and efficiently while allowing multiple collaborators to work on the same live document if desired. It has been designed to accommodate any size team and project, whether a solo project or an international team spanning multiple countries, the easy cloud-based team collaboration allows for smooth execution from start to finish with the confidence of knowing your data is secure and backed up daily.
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    Deltek Vision
    Easily manage client relationships, track opportunities, and estimate project costs. Reduce project risk and deliver projects on time and on a budget to improve customer satisfaction. Employ faster-reporting processes and provide role-based metrics to key decision-makers. Project Managers face daunting challenges to bring projects/engagements in on time and at the highest possible level of profitability. Vision helps them accomplish these tasks with real-time information to help identify problems early enough to allow for timely -course correction. Tools to constantly monitor project status and staff utilization. One integrated system to track all financial, project and resource planning data. By leveraging the processes and people that make your business unique, Deltek cloud solutions serve as the framework for ultimate project growth and profitability.
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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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    WeSuite

    WeSuite

    WeSuite

    For simple to complex sales, we’ve got you covered. WeEstimate and our special-feature modules allow for ease of customization to support national accounts, contract pricing, multiple catalogs, disparate tax codes, sophisticated reporting, and the many other sales challenges facing larger, multi-site organizations. WeSuite helps small to medium businesses grow with powerful tools scaled for your size and budget. Our sales management software and mobile solutions empower your team to work more efficiently, present more professionally, and sell more effectively by simplifying and automating the quote-to-close process. Coordination and collaboration has never been easier. Real-time, centralized data keeps team members on the same page, working toward common goals. Make smarter business decisions based on pipeline transparency and detailed sales reporting. Grow your organization and increase profitability.
    Starting Price: $69.95 per month
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    TeamGram

    TeamGram

    TeamGram

    The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.
    Starting Price: $12 per user per month
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    Bit2win

    Bit2win

    Bit2win

    Bit2win CPQ empowers sales, partners and customers to configure complex products/services, deliver accurate quotes and create smarter deals with most updated product and pricing information. Bit2win, designed for enterprises going digital and sale processes & quoting automation, enables sale of tangible goods and subscriptions, recurring and use-based pricing, bundles and amendments to existing service contracts providing among the best out-of-the-box pricing functionality on the market. A real complete sales cloud suite that covers the entire multichannel sales cycle processes, from price configuration to go-to-market strategy. Bit2Win suite is the innovative omni-channels solution to optimize business processes, identify and manage sales opportunity, configure right product at right price in real-time, simplify and shorten sales cycle, increase efficiency and reduce errors, speed time-to-market and bring differentiation, assure customer engagement and loyalty.
    Starting Price: $50 per user per month
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    quotadoo

    quotadoo

    quotadoo

    Quickly generate detailed and personalized quotes, store them safely in the cloud and send them to your customers with one click. We wanted to create a practical and easy to use tool. Thanks to the quick video guide, it takes just a few minutes to learn how to use quotadoo®. With quotadoo® you drastically reduce the time needed to create and send your quotes. Earn hours of work thanks to quotadoo® and take back your time. Increase the success of your quotes with a professional and impactful presentation. Save up to 90% time compared to manual models. Impress your customers and beat the competition over time: create and deliver your quote even immediately when you are at the customer's, by connecting with your tablet. You do not have to install anything: thanks to the secure Cloud technology, you can use quotadoo® whenever you want from the office, from home or on the move.
    Starting Price: €79 per year
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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.