Best RFP Software for Salesforce
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Compare the Top RFP Software that integrates with Salesforce as of September 2024
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This a list of RFP software that integrates with Salesforce. Use the filters on the left to add additional filters for products that have integrations with Salesforce. View the products that work with Salesforce in the table below.
What is RFP Software for Salesforce?
RFP software is a tool used by businesses to streamline the Request for Proposal (RFP) process. It allows users to create, distribute, and track RFPs, as well as receive and evaluate responses from potential vendors. The software typically includes features such as customizable templates, automated notifications and reminders, collaboration tools, and analytics for performance tracking. With the use of RFP software, organizations can save time and effort in managing the RFP process while also ensuring transparency and efficiency in vendor selection. It is a useful resource for companies of all sizes across various industries. Compare and read user reviews of the best RFP software for Salesforce currently available using the table below. This list is updated regularly.
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1
Proposify
Proposify
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.Starting Price: $35/month -
2
RocketDocs
RocketDocs
From creating and responding to RFPs, RFIs and Questionnaires to assembling and configuring Proposals, Contracts and Sales Collateral, our platform of solutions makes it easier than ever to share, collaborate and create winning responses. We’ve thought of everything when it comes to our platform’s tools and features including scalability, personalization and workflow. Our core features include custom workflows, real time tracking, and capability for unlimited projects. To top it all off, our core features are included in all of our solution offerings, so you always have access to world-class functions that help you work at top speed and efficiency. -
3
Dialect
Dialect
Dialect's auto-drafting helps you respond to every questionnaire in minutes instead of days. In-line citations make response verification a breeze. You don't need to manually fill in webforms, questionnaires, or maintain response libraries. Dialect studies your past responses and the best of all your content to provide the best answers. Auto-drafting uses the latest in generative AI to draft candidate responses to questionnaires. It's trained on the best of your previous responses and knowledge base to ensure high accuracy. Finally, our co-pilot includes in-line citations, so that you can verify and trust the responses you submit. Dialect requires no painful import and export. It automatically understands the structure of your questionnaire, whether it's a spreadsheet, document, or web portal. Our extension works directly within Google Chrome to automatically complete the full questionnaire.Starting Price: $50 per month -
4
Loopio
Loopio
Loopio is a technology company that helps enterprises supercharge their responses to RFPs, DDQs, and Security Questionnaires. It’s been adopted by more than 800+ world-leading organizations, including DocuSign, FedEx, IBM, Sprinklr, and Thomson Reuters, since 2014. Loopio users can create better responses with a searchable library of up-to-date knowledge with their intuitive RFP content management system. The intelligent import and question auto-detection help you kickstart responses faster—no copying and pasting required. Users can also stop answering the same questions over and over again by letting their Magic RFP automation tool respond to FAQs in one click. Loopio’s flexible pricing plans help you leverage the platform’s intelligent content management and automation features for all of your responses. They also offer free trials. -
5
Upland Qvidian
Upland Software
Build a winning proposal and respond to request for proposal (RFP) more efficiently with Upland Qvidian. Cloud-based and feature-rich, Upland Qvidian is an enterprise-grade RFP and proposal automation software solution that streamlines content management and drives business efficiency via a single trusted content library. Key benefits of using Upland Qvidian include centralizing sales and proposal content, enabling real-time collaboration, measuring business performance, ensuring compliance, creating and delivering professional documents, and more. -
6
Ombud
Ombud
Ombud’s Sales Content Collaboration platform empowers global revenue teams with centralized, contextual, and collaborative sales content so they can respond effectively on every new business opportunity. Global reps need accurate content at their fingertips, and leaders need confidence that what is presented to customers and prospects is the highest possible quality. With Ombud Rx, you can power sales content creation for your sales, pre-sales, proposal, sales operations, and security teams to win business. The result for global enterprises like Capgemini, Magellan Health, Pegasystems, Sysco, and Zendesk is a consistent message, faster turnaround time, and professional deliverables at each key step of the sales process. Ombud is headquartered in Denver, Colorado. To see how Ombud can bring your team to the content promised-land, visit https://ombud.com -
7
PSQuote
CLD Partners
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients. -
8
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. -
9
Tribble
Tribble
As a Chrome extension, Tribble answers your RFPs and InfoSecs, follows your users where they work, and unlocks real-time collaboration. Put your questionnaires on auto-pilot, and say goodbye to stale data. In Slack and Teams, Tribble provides deal guidance to sales teams, answers deep technical product questions, and shares industry knowledge. Bridge knowledge and enablement gaps while allowing your pre-sales teams to scale in real time. Scale expertise across your company with Tribble, a digital teammate that integrates with your systems, learns from your data, updates stale content, and crafts proposals. Showcases one unified voice to your customers, regardless of who is answering a questionnaire. Have confidence that you are providing the right responses to your customers. Our agent fields questions from any app and answers hundreds within seconds. Escalate to an expert using our extension’s native Slack and Teams integrations.
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