Alternatives to i-linked

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

  • 1
    ConnectWise CPQ

    ConnectWise CPQ

    ConnectWise

    ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.
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    DocuCollab

    DocuCollab

    DocuCollab

    DocuCollab is a robust software, where contracts, proposals, quotes, and other official documents can be monitored and managed effectively. Collaborate with the team, vendors, and customers in real-time. Enhance your team productivity and minimize clerical errors. Manage your sensitive documents prudently. With DocuCollab, ensuring the security of the official/personal information is easier. Link your CRM, ERP, and HRM software with DocuCollab for a highly-efficient integrated platform. Analytics and reporting made simpler with DocuCollab. Negotiate on terms and conditions with the agile software. DocuCollab facilitates an easy and effective negotiation channel through track changes and comments. Create folders and assign levels of security with DocuCollab. Organize all the documents pertaining to a contract/proposal in a simple yet effective manner. DocuCollab is designed to suit businesses of all ranges across industry verticals.
    Starting Price: $19 per month
  • 3
    Nuntor

    Nuntor

    Nuntor

    Nuntor is a proposal-first platform designed to simplify how businesses share and manage client-facing documents. It allows users to create a single, stable link for proposals and other documents that can be updated without needing to resend files. The platform ensures that recipients always access the most current version, even if pricing, scope, or content changes. Nuntor supports various document types, including proposals, pricing sheets, sales decks, and reports. It also maintains QR code continuity, so printed or shared links remain valid even after updates. With features like password protection and access controls, users can securely manage document sharing. By eliminating version confusion, Nuntor helps streamline communication and improve client workflows.
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    Little Vista

    Little Vista

    Little Vista

    Tablet Activity Recorder - Create and share Observations, Learning Stories, Curriculum-Linked Activities with photos and video, track Attendance, Meals and Sleep records, for one or multiple children, in an instant! Key information is always at your fingertips! Less time on admin and paperwork, more time with children. Manager - Ease the administrative challenges you face each day. Attendance Tracking, Fee Collection, Occupancy Planning and Reporting has never been easier. Little Vista 'Manager' also provides you with a 360-degree view on all Observations, Curriculum linked Activities, Meals and Sleep records, instantly available at the click of a button, ensuring you know what's happening at all times! Family App - Share real-time updates with your families throughout the day, including photos, videos, audio clips, curriculum-based activities, and important additional information around meals and sleep records.
    Starting Price: €1.50/month
  • 5
    Slydeck

    Slydeck

    Slydeck

    Gain Deeper Insights and Improve Customer Experience. Increase your close ratio on policies and proposals within your insurance market. Higher than average close rates. Our solution makes it easy to share proposals, quotes, policies, and track how your prospects engage with them to see what peaks their interest. How It Works: Step 1. Drag and drop your file into SlyDeck email attachment tracking software download. Step 2. Copy or share the link to file email attachment tracking software review. Step 3. Review insights and plan your follow up. Insight Matters. Slydeck helps you plan the next conversation. Benefits: User Friendly Drag and drop your file into SlyDeck. Share a URL via our platform or email, text, WhatsApp, #slack or any other communication platform. Platform to Advise. Are prospects looking at your proposals and other documents? Is their interest peaked by something in particular? Our platform enables you to find out.
    Starting Price: $10 per user, one-time payment
  • 6
    Ascend

    Ascend

    Mindbox Studios

    Ascend provides the sales tools your team needs to succeed. Get bids done right. Close deals faster and improve the accuracy of your team's estimates. Improve visibility, leverage historical data, and improve project margins with easy-to-use software tools. Reduce quote turnaround time and increase the accuracy of your estimates. Generate proposals using templates and spec docs for quicker signoffs. Get visibility into your pipeline and anticipate capacity issues sooner. Link your systems for easy access to all of the customer info.
    Starting Price: $25 per month per user
  • 7
    EasyQuote HVAC
    Whether your company is commercial or residential, EasyQuote HVAC can save your business time & money with affordable & easy to use software. Our estimation software was specifically designed to be easy & affordable for small businesses while also having the quality features that are functional for all business sizes. EasyQuote Software is not like other HVAC software. It requires no expensive training or classes, no contracts, every purchase includes 1 year tech support, and tech support updates are affordable. Proposals have never been this easy. With EasyQuote HVAC you select your equipment quickly from pop up menus. It's so fast you will be able to give your customer several options and close the sale right in their living room. Generate Job files and proposals in seconds. EasyQuote allows multiple variations of quote for good, better, and best presentations or even a gas versus heatpump comparison.
    Starting Price: $595 one-time payment
  • 8
    DonorKinetics

    DonorKinetics

    Adaptive BIBO Innovations

    Premier fundraising software. Link your donors to campaigns by recording the date and amount of their contributions. You will always know the exact amount a donor contributed. Create campaigns to capture and categorize all fundraising activities. Record donations made towards each campaign. Track donor names, addresses and link them to donations and fundraising campaigns. Never lose track of your donors! Never lose sight of your goals! Generate reports on any donor, campaign or donation. Effortlessly generate mailing labels for communicating with your donors using DonorKinetic's label tool. 24x7 Access. Secure. Compatible with all modern browsers. No software installation required.
    Starting Price: $29.99 per month
  • 9
    PDFTrackr

    PDFTrackr

    PDFTrackr

    Every proposal, deck, or report you send can win or lose a deal, and PDFTrackr tells you how it landed. Share it as a secure tracked link and see who opened it, which pages they read, and where they stopped, with bots and email scanners filtered out of your counts so the numbers are real. The part worth paying for is Signals: instead of raw data, you see who came back, who's genuinely engaged, and who's worth a call right now, with a per-recipient verdict on whether a prospect actually read it and a real-time alert the moment they open. Follow up at the exact moment a buyer is interested, and close more deals. Built for sales teams, consultants, and agencies who sell with documents. Free is complete: 500MB, full page-by-page analytics, 12-month history, and virus scanning, no credit card. Pro ($9/month or $84/year) adds Signals, real-time alerts, per-recipient verdicts, CSV export, bulk personalized links, folders, versioning, and watermarking.
    Starting Price: Free
  • 10
    Bidrik

    Bidrik

    Bidrik

    Create client quotes, sales proposals, product sheets, and folders with our flexible templates, or upload your existing sales materials and combine them freely. You can set up your business profile with just a few clicks. The sales documents on the account will be adjusted to these settings. Bidrik will be your sales hub, where you create and store everything you send to your customers. It will help you close your deals fast. Send sales quotes and proposals online, directly to the customer. See when they are opened, how much is read, and for how long. Set up automatic reminders. Bidrik works as your automated digital sales assistant, and processes your customers’ orders without having to spend much time or thought on the matter. With a clear dashboard and real-time stats, you're making progress. Do not lose business, get alerts when quotes and contracts are about to expire.
    Starting Price: $23 per month
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    NUMIQ

    NUMIQ

    NUMIQ s.r.o.

    NUMIQ is the pricing & proposal tool for contractors who don’t want to waste time haggling. You get a regularly updated price list of common construction works (masonry, painting, electrics, plumbing, tiling, demolition and more) and a fast calculator that turns items into a clear, professional quote. Adjust prices to your reality, add your own items and units, set mark-ups and tax, save templates, and spin quick variants for different scopes or materials. Share the quote as a PDF with your logo or a link; your client sees transparent numbers, and you see when they opened and accepted it, so you can lock the start date instead of negotiating. Track jobs and revisions, keep notes, and duplicate winning quotes in seconds. Cloud-synced on mobile and desktop, on site and in the office. Built for speed, clarity and profit. Become a pro with NUMIQ.
    Starting Price: 35€/month
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    Docue.AI

    Docue.AI

    Docue.AI

    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.
    Starting Price: $25 per month
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    LTC Quote Plus

    LTC Quote Plus

    StrateCision

    The successor to StrateCision's acclaimed LTC Quote program for LTC quote comparisons, LTC Quote Plus is the new industry standard for comparing LTC policy rates. With LTC Quote Plus, you can get quotes for a single client or a couple, for virtually all current LTC insurance plans. Choose levels for all benefits, including special riders unique to the policy. Create single or comparative proposals, up to 6 on a page. Show additional illustrations such as cost of waiting, how inflation protection increases benefits, and alternative premium tables. Quotes are state specific and designed to mirror those of the carriers' software. StrateCision's LTC Quote Plus is an enhanced program which adds many features requested by users, including save and retrieve proposals Screen preview of all illustrations. Search for all plans with the benefits you are looking for, and rank them in order of increasing premium. Synchronize benefits for spouses. E-mail illustrations to clients.
    Starting Price: $25.00/month/user
  • 14
    FASTTAC

    FASTTAC

    FASTTAC

    Quickly find your current facility and project information, by drawing location, using our patented GridLink technology. Empower your team to instantly find up-to-date information, view documents, and work from any location. You don’t have time to go digging through drawings and documents; give your team the information they need to make a decision. Instantly increase your speed, accuracy, and quality by giving your team the most up to date information and drawings at their fingertips. Fasttac reduces the time it takes to find information by 25%, increasing your efficiency and decreasing the number of mistakes made on the job. Our patented grid organizes and stores information in an intuitive way, providing faster access to drawings, documents, and more. Upload any drawing or any document, ensuring that you have all of your information in a single repository. FastLink allows you to link points on your drawings to locations on other drawings, PDFs, Videos, notes, and more.
    Starting Price: $49 per month
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    Quoters

    Quoters

    Cloudman Labs

    Create faster and better business proposals. Generate unique sales documents for your clients, reusing content and managing your costs to save time and money. Make your proposals more agile. Make them look better. Boost your productivity. Move up to the next level, creating unique sales documents for your clients accessible anywhere. Quoters has no limits on any plan. When a company’s success depends on a single person. Quoters will be your best weapon for quoting, so you can focus on what truly matters: your business. With Quoters, work in the cloud to create well-designed and professional sales proposals, so your price quotes are a true representation of your image. Keep track of the versions of your project and let clients accept your proposals online. It’s difficult (if not impossible) to get your quote accepted right away. That’s why you can create all the versions you need. And once you’ve convinced your client, he/she can sign the quote online.
    Starting Price: $4.90 per user per month
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    Yurts

    Yurts

    Yurts

    Find information across disparate data sources and organizational silos. Critical documents like employee handbooks, user manuals, and insurance policies. A platform with the flexibility to deliver on future applications, whatever they may be. Draft emails, research reports, proposals, and other long and short-form content. Standardized content like FAQ responses, status reports, and product descriptions. Leverage the AI-based guided composition and auto-citation feature to write documents with suggested claims, quotes, and facts based on your input. Once you’re done writing, the fact-checking feature reviews your content for invalidated claims so you can edit where needed. Upload information from your public and private data into knowledge collections and use knowledge extractors to structure it into claims, facts, and quotes.
  • 17
    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
  • 18
    LumaQuote

    LumaQuote

    CodeMasters Agency

    LumaQuote is lighting audit and proposal software built for contractors, lighting retrofit companies, distributors, and energy teams. It helps users collect project details, organize areas and fixture counts, compare existing lighting with proposed LED replacements, estimate energy savings, add utility rates, include controls opportunities, account for rebates, calculate installation costs, and generate branded retrofit proposals. Instead of building every lighting quote in spreadsheets, teams can move from audit to proposal in a more consistent workflow. LumaQuote is designed for commercial lighting upgrades, LED retrofit projects, rebate-supported proposals, and contractor sales teams that need cleaner numbers, faster quoting, and professional client-facing PDF proposals.
    Starting Price: $99/month
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    Beamprobe

    Beamprobe

    Beamprobe

    Beamprobe is a secure document sharing and sales enablement platform — a modern alternative to DocSend. Share pitch decks, proposals, contracts, and sales collateral with trackable links instead of attachments. Get real-time analytics on who viewed your documents, which pages they spent time on, and when they re-opened the file. Control access with email verification, passwords, expiration dates, NDA gates, and one-click revocation. Custom branded viewer with your domain, logo, and colors keeps the experience on-brand. Built for founders raising capital, sales teams sending proposals, and consultants sharing reports. Integrates with your CRM and existing workflow. Faster, cleaner, and more affordable than DocSend, with no learning curve. Free plan available; paid plans unlock advanced analytics, custom domains, team workspaces, and data rooms.
    Starting Price: $19/month
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    trackingThis

    trackingThis

    trackingThis

    Store images, files, certificates and jobs centrally so everyone can easily access the records and processes wherever and whenever they need them. Record and monitor your PAT, LOLER, PUWER, asbestos, legionella, fire safety, vehicle checks and more. We provide failsafe compliance with robust auditing, engaging reports and automated notifications. Manage the movement of assets like a boss with our booking module. Deliver on every customer order. Availability, pricing, documents, proposals and quotes, all done accurately with less administration. Implement an efficient and robust inspection & maintenance schedule that maximises asset life and prevents breakdowns. Your business goals are easy to achieve with our flexible workflows, reports, charts, tables, and alerts. Create workflows that work for your business. Saving you time and allowing staff to get more jobs done in a day.
    Starting Price: $15 per month
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    PBworks Agency Hub
    Get the pulse of your agency's business with management reports. See the summary of each project on a single, visual screen. Store, share, and collaborate on documents, images, and other files. Link each task to the relevant content and resources. Build a collaborative intranet for each office. Your clients will be better informed, more deeply engaged, and more loyal. View a visual, up-to-date single-screen summary of your project. Assign and track deliverables with tasks linked to content. Automated notifications keep everyone up to date. Bring together your customers, partners, and vendors. Store, discuss, search & share text, files, and documents. Every file you need is accessible by computer, smartphone, or tablet. A truly free project management option without time limits. Greater content capabilities. Greater customizability and branding. Comprehensive security and access control. Centralized administration and control.
    Starting Price: $30 per month
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    Undock

    Undock

    Undock

    Undock works like autocomplete to suggest meeting times based on your availability and preferences. Undock’s calendar assistant puts your schedule at your fingertips in Gmail, Outlook 365 and Superhuman. Share individual times or send a link to your calendar for your guests to choose. Schedule in Slack, Twitter, Linkedin and any app on your phone. Undock remembers the times you propose across all platforms you so you never double book. Take control of your calendar by setting preferred meeting times, daily limits & rules. Undock’s suggestions for meeting times work around your schedule. Set daily and weekly meeting limits so you never get overloaded. AI learns your scheduling behavior to suggest optimal meeting times. Set preferred working hours and ideal time of day for meetings.
    Starting Price: $10 per month
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    Beloga

    Beloga

    Beloga

    The intelligent knowledge hub that transforms how power users and teams capture, connect, and evolve collective wisdom. In today's digital world, the greatest challenge is storing data from different sources in one place and retrieving insights from it at lightning speed. Harness scattered knowledge effortlessly. Beloga's capture feature instantly consolidates notes, files, documents, and links from various sources into one unified platform. Focus on learning while the logo handles organization, revolutionizing your information. Seamlessly search across multiple sources simultaneously, revolutionizing information retrieval from personal data to web insights. Customize your search experience by selecting one or multiple sources, ensuring the most relevant and accurate curated information at your fingertips. Create a digital sanctuary with a dedicated library tailored just for you. Safely and securely store all your thoughts, ideas, and knowledge in one centralized location.
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    Benelinx

    Benelinx

    Benelinx

    Benelinx is a cloud-based agency management platform designed specifically for employee benefits insurance brokers to manage sales, client relationships, and policy operations in a unified digital system. Built on the Salesforce platform, it combines CRM capabilities, workflow automation, and insurance-specific data management into a single environment that supports the entire lifecycle of employee benefits services—from prospecting and quoting to policy management and renewal. It replaces fragmented tools and manual processes with integrated workflows that streamline agency operations, eliminate duplicate data entry, and centralize information across teams. Benelinx includes an integrated quoting engine, a customizable market plan library, and an automated document generator that allows brokers to move from quote to proposal and finalized sale much faster than traditional manual processes.
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    iQuote Xpress

    iQuote Xpress

    iQuote Xpress

    Most proposal automation and quoting software requires days of training or paying for help from an IT consultant with a Ph.D in APIs just to get started. But with iQuoteXpress (IQX), we do the heavy lifting to rapidly deliver a customized, integrated, and fully supported sales proposal and quoting solution. It’s a configure, price, quote system that's easy to roll out and easy to use. Your sales proposals should reflect your brand values. IQX tailored proposal templates will help ensure a consistent look and feel for every quote you put in a customer's hands. We’ll build a custom, branded dashboard for your quoting software, and load your catalog of products, services, pricing schedules, even your customers and accounts. Sales enablement requires analytics, and we’ll deploy the back-end tracking tools to give you complete oversight, and help ensure no proposal or business opportunity goes missing.
    Starting Price: $39 per year
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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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    ACS 2000

    ACS 2000

    Agency Computer Systems

    Desktop comparative rating and client management. Stand-alone application for agency use. Easy and powerful interface with detailed help. Complete underwriting and application of All Discounts and Surcharges. Obtain real-time quotes directly from participating carrier systems. More available lines of business than any other rating vendor. Store your Auto, Motorcycle, Home, Dwelling Fire, Mobile Homeowners and Residential Estimate quotes in one Client database. ACS saves your answers. No need to re-answer any questions on the same quote. Store default coverages to save time. Automatic Vehicle & Territory search databases complete with company-specific symbols and ISO-Verisk Strategic Alliances protection class look-up. Print single or multiple company quotes. Email quotes, proposals & applications. Free trials, walkthroughs, and training are all available upon request. Friendly technical support is available via phone, chat, remote access or email.
    Starting Price: $50 per month
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    DocBeacon

    DocBeacon

    VIOware Technologies Co.

    DocBeacon is a secure document sharing and analytics platform that shows what readers actually read. Rather than stopping at page-level metrics, DocBeacon’s in-page heatmaps map attention at the section level—spot the moments that keep attention and the exact points where readers drop off. Using personalized links, you can track views, total/average reading time, scroll depth, completion rate, and contact-level engagement. Controls like access codes, link expiration, and download restrictions safeguard sensitive content without adding friction. A real-time dashboard and per-document reports surface high-intent readers and high-impact sections, helping sales teams, founders, and content marketers prioritize outreach and improve decks, proposals, and collateral. DocBeacon brings document sharing, document tracking, and document analytics into one lightweight workflow.
    Starting Price: $25/month
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    Connect Software

    Connect Software

    Connect Software

    Designed for the Commercial HVAC Service industry, Connect Software has proven to help grow service contractors by an average of 20% each year. Connect provides comprehensive asset/equipment management, customer management, pricing for multiple types of service agreements, project agreements and "Quick Quotes". Connect also produces 28 custom, professionally branded documents, a robust CRM and full field and contract management capabilities. Never lose a proposal or lead. Connect Sales provides transparency to all opportunities ever created, creating an ever-growing "warm lead" list. Control what is put in front of your customers, from professional presentations to updated Terms & Conditions and more. Access customer info, proposals, sales dashboards and more, from any device, anywhere with an Internet connection. Benefit from improved efficiency, communication and professionalism in one simple package.
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    DocMastR

    DocMastR

    ParrotCode

    Quote "It is certainly far more than a simple document management tool, more an overall enterprise information/knowledge management system". DocMastR stores documentation and connects project teams using document management. Easy controlled access of documentation to the entire organization including Clients, Vendors and Suppliers. Transmittal management of all Client and Vendor Documents. Automated Master Document Register (MDR). Look-Ahead reports are pro-active and alert document owners of the documents due within the look-ahead period, thus they assist in forward planning individual’s workloads. Late reports result in a reactive response. Documents appear on the Late report either because the forecast issue date was unrealistic in the first place, in which case it should be re-forecast, or, because Client, company or Vendor are overdue creating or reviewing the document. Greenbook Technology, Proposal Management. Automated Databook Generation. Bespoke Reporting.
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    Costimator

    Costimator

    MTI Systems

    Helping shops accurately estimate more quotes, win more jobs and generate more profits. Estimate with or without the aid of a 3D CAD model. Utilize time tested and industry validated cost models to quickly estimate labor times and costs. Simultaneously estimate multiple quantities by automatically amortizing setup and other quantity sensitive costs. Centralized database enables real time updates and quick retrieval and review of estimate data throughout the organization. Import tools enable mass uploading of manufacturing data to quickly refresh quotes with the most current information. Export tools can be easily utilized to produce custom reports and links to other software, such as ERP/MRP systems. Automatically generates a formal quote as well as a series of useful management reports.
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    SimpleSign

    SimpleSign

    Simple Sign

    Secure & legally binding signatures. Build smart templates and workflows to simplify your signature needs. Developer friendly REST API. Get started today and implement a world class esigning to any software. Monitor and keep track of all your supplier agreements to avoid unnecessary expenses. Collect eSignatures from the POS systems you already use. Give your customers a better user experience. Publish your templates to a link and allow visitors to fill in their information and sign. All your documents are one search away. Never lose a document again. Close deals faster by understanding when and how your clients interact with your documents. Get real-time tracking of every document interaction.Build beautiful and intelligent templates, with an easy to use drag-and-drop editor. Share them across your organization. Set customized rules and restrictions to avoid human errors.
    Starting Price: €15 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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    EasyEstimate

    EasyEstimate

    EasyEstimate

    EasyEstimate is cloud-based construction estimating and quoting system designed to help UK builders, trades, and contractors create professional, detailed estimates, customer quotes, material orders, cost breakdowns, and invoices quickly and accurately while working from any device. It includes up-to-date material pricing with a searchable library of tens of thousands of items, customizable templates for common job types, built-in calculators for labor and materials, and plan takeoff tools that let users upload and measure PDF plans for accurate quantity costings without manual math. Users can collaboratively work on tenders in real time, store project documents, photos, and notes against jobs, and use timeline tracking for payments and communications, helping reduce errors and prevent lost billable extras. EasyEstimate organizes customers and job details, allows quotes to be branded and customized, and supports export or client delivery via interactive web links.
    Starting Price: $161.32 per month
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    Finmo

    Finmo

    Lendesk

    Finmo is a digital mortgage platform for the modern mortgage broker. Enjoy an optimized mortgage experience, from application intake to product qualification to direct to lender submission. An optimized mortgage experience that enables a mortgage in minutes for Canadian mortgage professionals; from application intake to product qualification to direct to lender submission. Upon signing up to Finmo, there is a mobile-friendly, intuitive application link ready to start sending to borrowers. Finmo was built borrower first, meaning everything from document collection to communications is easy and intuitive. When a broker sends the link to the borrower, Finmo analyzes the borrower’s application and automatically requests the right documents from the borrower, and follows up when needed. No action or chasing is needed from the broker. With Finmo’s Equifax integration, quickly pull credit and get liabilities automatically added to the application.
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    Baseplate

    Baseplate

    Baseplate

    Embed and store documents, images, and more. High-performance retrieval workflows with no additional work. Connect your data via the UI or API. Baseplate handles embedding, storage, and version control so your data is always in-sync and up-to-date. Hybrid Search with custom embeddings tuned for your data. Get accurate results regardless of the type, size, or domain of the data you're searching through. Prompt any LLM with data from your database. Connect search results to a prompt through the App Builder. Deploy your app with a few clicks. Collect logs, human feedback, and more using Baseplate Endpoints. Baseplate Databases allow you to embed and store your data in the same table as the images, links, and text that make your LLM App great. Edit your vectors through the UI, or programmatically. We version your data so you never have to worry about stale data or duplicates.
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    ArchitectureQuote

    ArchitectureQuote

    ArchitectureQuote

    ArchitectureQuote presents an innovative platform to help you find the right architect for any type of project and get projects estimates for free! Start your project and get a free quote instantly! Create your online profile with requirements and inspirational pictures and proposals will not make you wait. Browse through architects portfolios, ask questions, get more inspiration and find the one architect that fits your needs best. Instantly receive proposals from Architects automatically. Compare and collaborate with Architects for the best proposals and designs.
    Starting Price: $79.00/month
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    EBP CRM
    Save precious time by retrieving the information you have collected in your CRM tool without any re-entry! Take advantage of third-party synchronization, add a quote to your sales management solution from the opportunity sheet of your customer management software, make the link between the status of opportunities and the status of quotes, etc. The General Data Protection Regulation (GDPR) aims to harmonize European legislation around data protection, taking into account technological developments. A good knowledge of your prospects and customers is essential to ensure follow-up and the development of your business. With your CRM software , save the whole commercial exchanges: e-mails, calls, letters. Follow the evolution of sales opportunities and create targeted marketing campaigns.
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    VisitBasis

    VisitBasis

    VisitBasis Tech

    Collect in-store data with VisitBasis and turn it into informative, fully customizable dashboards and reports that are easy to read and share. Build forms and fully customize them to suit your business needs. Create simple and product-based forms in seconds with VisitBasis. Receive up to 16 different data types from your field team: photo, barcode scan, signature, etc. All questions from paper checklists can be easily converted into VisitBasis smart audit forms. We have developed a simple and intuitive Form Builder tool, which offers a straightforward way of adding questions, features response validation to prevent human errors, and provides extra question-specific instruments for each type of question. Create product-based forms for planogram compliance checks and merchandising audits. Link as many products as you need, add product images for added convenience and keep your product reports in order.
    Starting Price: $0.20 per month
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    Papermind

    Papermind

    Papermind

    Create, edit and share articles with your team members. Drag and drop documents or link to your G Suite content and more. Store all of your articles and files in one place. Create organized collections and improve visibility through tags. Share articles and files with your team through Slack. Get started by downloading Papermind and then sign in with Slack. Create beautiful articles using our simple text editor. Use the formatting toolbar to apply styles, links and more. Create a great reading experience for your team. Drag and drop in images, link to files and external links and more. Create powerful associations between articles by adding tags. Use tags to build powerful collections of content. Simply drag all your files, documents or media into Papermind at once. We’ll handle the rest. The global search will index all of your content. Simply type in a keyword to discover your files, media and links.
    Starting Price: $19 per 10 users per month
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    Streamlyne Research
    The Proposal Development module provides for the collaborative development of a proposal, including the collection of data and attachments required by your institution for approvals, reporting, and tracking. Up to three users can edit a development proposal concurrently: one in the budget where detailed and modular budgets can be built using your rates and object codes, one uploading and editing attachments, and one in the remainder of the proposal record where details about the project personnel, compliance details, and additional summary data is entered. Information collected here can be used to support internal processes and procedures for all submissions and can serve double duty for Grants.gov opportunities through its System-to-System submission capabilities. The Institutional Proposal module provides a versioned master record for the proposal. An Institutional Proposal is automatically created when a development proposal is finalized.
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    QuoteCloud

    QuoteCloud

    Corporate Interactive International Pty Ltd

    #1 Sales Quoting Software & Sales Proposal Software * Create and send sales quotes, easier and faster * Know when your customer is reading your sales quote. Make your move at the right time, QuoteCloud will message you when your customer opens a sales quote. * Stand out from the crowd . Create interactive documents that set you apart from your competition. * Industry Specific Software Extensions. Explore a library of software extensions that make the difference in your industry. Built by experts just for you! * No design skills required. Use our library of sales quote templates, design your own, or ask us for help. * Easy customer eSignatures. Add e-signatures to make it super easy for your customers to sign legally binding documents. * Get Paid Faster With integrated e-signature and payment features, your prospect can sign your legally binding terms and conditions and pay a deposit in minutes. *Live Chat. Live chat with customers while they read your sales quotes.
    Starting Price: $39 /user per month
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    LinkTexting

    LinkTexting

    LinkTexting

    LinkTexting will save you from losing customers and downloads. Each download of a mobile app is mission-critical to growth. You'll be up and running in minutes without your developers needing to become SMS experts. We scale for you so you don't have to worry about carrier limits and internationalization. We work in 190+ countries. Use our LinkTexting “Smart Link” and we'll automatically send your users to the correct app store after detecting their device type. We provide analytics that show you how often your app is downloaded, from where, and how many times the links that are sent are opened. Automatically detect the visitors location to show the correct country flag, phone number field and button text presets matched with their corresponding localized App Store Badges. Developers will rejoice in using our complete, well documented API set along with our existing template to build a customized experience in a flash.
    Starting Price: $19 per month
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    Kite App

    Kite App

    Kite App

    The mapping and collaboration platform. Designed for a familiar mapping experience out-of-the-box. Maps are a great way to share and communicate, both privately or publicly. Locations create context for your team and are searchable so you never lose information. Chat makes your team work. Share photos, links, and information in real time. Posted locations open a group thread for real time chat, sharing and notifications. Threads are searchable so that you won't lose information as it slips back in time. Add photos to any post thread to share a visual story with teammates and guests. Simply tap and search for any location, or direct message in a map group. Pins on the map change to red when there are new updates at a location so you can easily tack what you've missed. If you need to know where your team is, you can enable live tracking to see who's close to where.
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    Healthie

    Healthie

    Healthie

    Join over 2,000 health & wellness organizations who use Healthie to deliver beautiful virtual-first experiences and build long-term relationships with clients. Client Portal accessible on web & mobile, for clients to book appointments, make payments, and share health data with their wellness provider. Securely collect insurance & credit card information from clients to store within your client's profile. Add your schedule to your website, social accounts, emails, and more for easy online client booking. Drip out pre-recorded videos, educational handouts, meal plans, recipes, quizzes, and surveys. Share a URL link for online participant enrollment to your website, social accounts, emails, and newsletters. Create custom packages for clients to purchase online; obtain a URL link to share your packages virtually.
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    Pitchwise

    Pitchwise

    Pitchwise

    Pitchwise is a modern document sharing and data room platform built for founders, operators, and teams managing high-stakes external documents. Whether you are raising capital, sharing board updates, distributing reports, or sending proposals, Pitchwise replaces scattered attachments and uncontrolled links with structured, trackable sharing. Instead of guessing whether documents were reviewed, Pitchwise provides real-time engagement insights showing who opened your files, how long they spent reviewing them, and which sections received the most attention. Teams can create secure data rooms to organize financials, legal documents, and sensitive materials for due diligence, while maintaining full control over access, permissions, and document visibility. Pitchwise helps teams move from reactive document sharing to a structured workflow where clarity, visibility, and control are built into every interaction.
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    Starting Price: $13/month/user
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    Adilo

    Adilo

    Adilo

    Go beyond video hosting, get all the tools you need to transform your regular videos into conversion machines that grow your business rapidly. Simply record video messages and videos lessons on your computer with no plugins, downloads or installs required. Video communication is a 2-way street. SnapByte lets you share snap links with your customers or just anyone. All the person has to do is click your special link and they can record videos for you (nothing to download or install). Bring your team together and work together in 1 dashboard. Streamline feedback with time-coded comments, review videos in the pipeline before publishing. Create unlimited video playlists and showcase them flawlessly. Use your playlist to build a tutorial libraries, video series and mini-vlog shows. The playlists can be embedded on your blogs, websites, help centres or e-learning websites or share their link directly on Adilo.
    Starting Price: $29 per month
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    Proposal.biz

    Proposal.biz

    Proposal.biz

    Proposal.biz is an AI-powered platform that helps businesses create, send, and track professional proposals and quotes. It streamlines the sales process with customizable templates, real-time engagement tracking, e-signatures, and a smart content library that extracts branding and pricing details automatically. Teams can collaborate on documents in real time, eliminating version control issues and back-and-forth emails. Built-in analytics show exactly when a proposal is opened, viewed, or signed, helping sales teams follow up at the right moment. Proposal.biz integrates with CRMs like HubSpot and Zoho, and supports Slack notifications so teams stay updated the moment a client interacts with a document. By replacing static documents and scattered email threads with a centralized, trackable proposal workflow, Proposal.biz helps businesses present themselves professionally, reduce turnaround time, and close deals faster.
    Starting Price: $19/month
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    Docshark

    Docshark

    Docshark

    Docshark combines secure document sending, read proof, e-signatures, and data rooms into one link, so you always know a document was read before it was signed. Unlike DocuSign or DocSend, Docshark handles the entire flow in one place. Share a controlled link with a password, expiry, and view limits. Track time spent on every page. Collect signatures with OTP identity verification, 20+ field types, sequential routing, and a tamper-evident audit trail. For multi-file deals, Spaces gives you a data room with an NDA gate, per-file permissions, watermarks, and a built-in Q&A inbox. Mako, the built-in AI assistant, auto-suggests field placement and generates plain-language briefings for signers. Built for agencies, founders, legal, and ops teams who send contracts, proposals, and NDAs. Free plan available. No credit card required.
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    Tave Studio Manager
    Táve helps photographers organize, optimize, and ultimately automate complete workflows. Cut out busy work and save hours previously spent on repetitive, manual tasks. Collecting leads is crucial for business. Táve’s included forms work on any website and allow you to generate quality leads each month. Quotes, questionnaires, contracts, and invoices, all in one spot. Give your clients a single link that they can use, so they’re always in the know. Never let a client slip through the cracks again. Our automations keep your business moving, and make sure you stay on task. Take advantage of pricing psychology and send quotes with multiple packages and optional add-ons to ensure your clients are getting exactly what they need. Solid client relationships are built on a foundation of trust and understanding. Our questionnaires allow you to collect important information that can be used in contracts and emails.