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QorusDocs is AI-powered proposal management software that creates sales responses that stand out.
Learn more about QorusDocs
QorusDocs is AI-powered proposal development software that automates the creation of strategic sales responses that stand out and win deals. Personalized for each prospect, proposals are professional, on brand, and error free, and include content proven to lead to better win rates. Easily produce high quality proposals that give your team the best chance to win.
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Quote & Proposal Automation Anytime, Anywhere designed for IT Solution Providers
Learn more about ConnectWise CPQ
ConnectWise CPQ (formerly ConnectWise Sell) offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generate quotes, follow up on them, & turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, & ConnectWise PSA provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.
Learn more about ConnectWise CPQ
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
CV Partner is used by leading professional services firms to manage their CVs and Case Studies and to win more bids and proposals.
Learn more about CV Partner
CV Partner is a SaaS tool to automate how you manage CVs/Resumes and Case Studies for bids and proposals. With CV Partner, you can tailor your company's CVs and credentials for tenders, bids or RFPs. Also, the tool allow for effortless exporting of CVs and Case Studies to Word, PowerPoint and PDF, including client and bid specific templates. Companies who use CV Partner spend 50% less time updating CVs and Case Studies, and is used by leading brands in the professional services industry.
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Conga CPQ has the capabilities you need to deliver accurate proposals more quickly and create smarter deals.
Learn more about Conga CPQ
More than 80 percent of B2B decision makers think sales reps are unprepared. And salespeople only spend about 22% of their time actually selling. What if you could
empower your sales team to sell more, with a faster sales cycle?
Conga CPQ leverages AI and machine learning to act as a “virtual coaching staff.” By eliminating manual processes and driving better selling behaviors, CPQ lets reps generate proposals faster and more accurately, ultimately leading to bigger deals at a higher win rate.
Learn more about Conga CPQ
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
PandaDoc is an all-in-one tool to create, edit, send, track, and eSign Proposals and other business documents quickly and easily.
Learn more about PandaDoc
PandaDoc is an all-in-one tool to create, edit, track, and eSign Proposals quickly and easily. Discover a better way to generate professional-looking proposals. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, APIs, and 24/7 live human support. Our average user creates a proposal in under 4 min and reports a 20% increase in closed rates. Join 50,000 businesses that automate proposals, speed up the pipeline, and win more deals!
Learn more about PandaDoc
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Respond to RFPs in minutes. Starting at just $39 a seat, IQX includes proposal templates, product/pricing config, free support, & more.
Learn more about iQuoteXpress
Respond to proposals faster and more professionally with iQuoteXpress, an RFP response tool made by salespeople FOR salespeople. Starting at just $39 a seat, IQX lets you create RFP responses and sales quotes in just a few minutes. Use standalone or integrate with HubSpot, Zoho, Dynamics, Salesforce, Shopify, and more. IQX includes custom proposal templates, centralized product and pricing configuration, sales quote tracking and reporting tools, and FREE support.
Learn more about iQuoteXpress
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
The X factor for winning bids and proposals. XaitPorter is the benchmark team co-authoring and proposal solution.
Learn more about XaitPorter
XaitPorter is the benchmark team co-authoring and automation software solution for proposals, bids and other business-critical documents. Let your co-authors focus on creating bid-winning content, while teams become more efficient to reduce production time and costs. Streamline and optimize your document production to maximize your revenue. Deliver high quality documents up to 70% faster. Discover the X-factor for bids and proposals today!
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Cincom CPQ cuts sales costs, creates a better buyer experience and increases margins on complex sales deals.
Learn more about Cincom CPQ
Cincom CPQ is an omnichannel configure-price-quote platform that improves the B2B buying and selling experience. Beginning with product configuration, Cincom CPQ creates real-time pricing and fast quoting with guided recommendations to handle dynamic product promotions and specialized pricing.
With expert knowledge at their fingertips, sales reps, dealers and resellers have all of the data they need to easily deliver custom, branded proposals in a fraction of the time.
Learn more about Cincom CPQ
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
GleanQuote makes complex quoting and proposals easy by helping with configuration, pricing, and proposal generation challenges.
Learn more about GleanQuote
GleanQuote helps teams that have configuration, pricing and proposal generation challenges. Our CPQ and Proposal Automation software is easy to implement and even easier to use and integrates seamlessly with the most popular CRMs.
Your team will be able to create, send and close even the most complex quotes and proposals in minutes. Sales and margins will go up. Wasted time and mistakes will go down.
Learn more about GleanQuote
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
We focus on the value of business relationships. top.legal reinvents how sales and legal teams draft, negotiate and close contracts.
Learn more about top.legal
top.legal is in the business of improving your contractual relationships. We found that traditional processes that are bound to MS Word and paper leave money on the table, as Word Ping-Pong is a time-waster.
top.legal reinvents how sales and legal teams draft, negotiate and close contracts. Features include automation for scaling the contracting process, collaboration tools for negotiation and contract analysis and integrations.
Learn more about top.legal
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
XaitProposal makes it easy to build your business documents with relevant, up-to-date content and an automatically formatted document.
Learn more about XaitProposal
XaitProposal is a user-friendly solution for managing commercial documents. It allows users to produce commercial offers and tender responses in an efficient and relevant way, individually or in team. Our clients estimate a time saving of up to 70% in the construction of their documents.
Your benefits? A shared content base, control of your brand image, and consistency of form and content.
The benefits for the writers? Up-to-date content, automatic layout, time saving and more relevant offers
Learn more about XaitProposal
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Turn around quick proposals that convert with our customizable and interactive templates.
Learn more about Zomentum Grow
Zomentum Grow Proposal Module helps Partners build professional and aesthetic proposals. Send proposals in the form of real-time microsites. Customize your proposal template to add a personalized touch. Reduce errors and save time with digital signature for endorsement.
Learn more about Zomentum Grow
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
DocuSign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence
DocuSign is changing how business gets done by empowering more than 250,000 companies and more than 100 million users in 188 countries to send, sign and manage agreements anytime, anywhere, on any device with trust and confidence.
DocuSign replaces printing, faxing, scanning and overnighting paper documents to transact business. Their technology enables organizations of every size, industry and geography to make every agreement fully digital to keep life and business moving forward.
Learn more about DocuSign
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Everything you need to manage projects: pipeline, proposals, contracts, payments, and more.
Start your 7 day free trial today.
Proposal management software for independent professionals—that's HoneyBook.
HoneyBook makes it easy to book more clients, manage projects, and get paid all in one place.
With proposals, invoices, contracts, payments, and scheduling at your fingertips, you have everything you need to give clients a great experience.
Start your 7 day free trial today.
Learn more about HoneyBook
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management, and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment.
Learn more about Deltek Vision
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations.
Create the perfect proposal, pitch, sales quote and more with Qwilr.
Stand out from the crowd with Qwilr's easy to use page builder, extensive image and video library, designer-created templates and more. Add interactive quotes, e-sign, and automate essential sales tasks with integrations to your CRM and business software. Move conversations forward faster with page notifications and analytics on how the page is viewed.
Learn more about Qwilr
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Business management platform that comes with CRM, HRM, financial management, and project management.
Business management platform that comes with CRM, HRM, financial management, and project management.
Learn more about Agiled
Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Sage 100 is an ERP platform for growing and medium-sized sales and manufacturing companies.
Sage 100 is the right ERP solution for your industry. Sage 100 is an ERP platform for growing and medium-sized sales and manufacturing companies. It is the ERP solution for medium-sized companies that want to design their business processes individually. Sage 100 offers you integrated applications for every company area, which you can easily put together individually.
Learn more about Sage 100
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Proposify's the proposal software that gives you control and visibility into the most important stage of your sales process. The close.
Proposify is the online proposal software that gives control and visibility into the most important stage of your sales process. From deal design to sign-off, get the confidence and flexibility to manage and close all your quotes, contracts, and proposals.
Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. And deliver a seamless sign-off experience for your customers and prospects.
Learn more about Proposify
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
RFP360 empowers sourcing and procurement teams to centralize their entire RFx (RFP, RFI, RFQ) process in a single, digital workspace.
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, RFQs, vendor assessments and more. Our request management software introduces digital transformation and automation into purchasing routines.
Learn more about RFP360
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process.
QuoteWerks is an affordable turn-key quoting and proposal solution with over 88,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectWise, salesforce, MS CRM, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, Tech Data, Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more.
Learn more about QuoteWerks
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Our enterprise platform helps you manage business relationship workspaces for each of your prospects, customers and partners.
Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. Pricing (starting at $95/seat) varies depending on your company needs.
Learn more about ClientPoint
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
SmartDocs transforms Microsoft Word into an easy proposal creation tool. Improve productivity from Day 1. Powerful yet easy-to-use.
SmartDocs brings state-of-the-art proposal automation tools right into Microsoft Word's intuitive and user-friendly environment. Our customers see a productivity improvement of up to 80%. That means what takes you days or weeks to produce will now take mere minutes to create with SmartDocs. No IT professional is needed to implement and maintain SmartDocs. Your team will centralize approved content, automate templates, and eliminate costly mistakes. Scalable for teams of 5 to 5000+ writers.
Learn more about SmartDocs
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Web based software that takes the work out of proposal creation and helps you win business faster.
Better Proposals helps you impress clients at first sight with high-quality proposals that look great on any device. Customize one of 100+ professionally designed templates or create your own in a few minutes thanks to its intuitive editor. And once your proposals are sent, you'll know exactly when they were received, opened, read, printed, forwarded, and signed.
Learn more about Better Proposals
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Proposable empowers your company to create, track, and sign all your proposals without the headaches.
Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals, to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.
Learn more about Proposable
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
17hats is your premier small business management platform.
17hats provides a single hub for client communications, proposals, contracts, online payments, project management, bookkeeping, client management, and more. Designed to eliminate busy work, 17hats simplifies repetitive tasks with templates and automated workflows. At home or on the go, more than 40,000 entrepreneurs use 17hats to organize, systemize, get paid faster, grow their business, and land more clients.
Learn more about 17hats
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Online quoting and proposal tool that allows to accept quotes and proposals instantly, and integrates with Xero and QuickBooks Online.
Quotient is super-intuitive online quoting and proposal software that lets you create, send and manage your quotes and proposals. You'll save time and make more money with Quotient. Available 100% securely anywhere on the Mac, Windows and iPhone/iPad. Quotient seamlessly integrates with Zapier, Xero, QuickBooks Online, Insightly, Capsule, Highrise and MailChimp.
Learn more about Quotient
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Ignition is an all-in-one platform to automate and optimize proposals, client agreements, billing and payment collection.
Ignition is an all-in-one platform for professional services that empowers businesses to get paid faster, and run smarter.
Automate and optimize your proposals, client agreements, billing and payment collection to put an end to late payments, unbilled work and mundane repetitive admin.
With Ignition, accounting and professional services businesses get paid faster for all of their work, are more efficient and become more profitable.
Learn more about Ignition
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
RFPIO is a response management platform helping teams share knowledge, collaborate, and digitally transform the response processes.
RFPIO develops technology that advances the B2B purchase lifecycle and accelerates growth by making knowledge accessible and collaboration simple. The world’s leading response management software can complete up to 80% of an RFP in seconds, turn around higher quality responses 40% faster, and increase win rate by 15%. With more than 250,000 global users, RFPIO customers rely on AI with a human touch to improve sales outcomes, add transparency to the B2B purchase lifecycle, and do their best work
Learn more about RFPIO
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Indy is a productivity platform for managing independent businesses, from contract creation to getting paid and everything in between.
Indy is an all-in-one admin solution for your independent business. With Indy, you can easily manage your business and clients from first contact with a prospect to payment and everything in between. Indy is designed for talented independent professionals to have all the tools they need to run their businesses in one place. Create proposals, contracts, and invoices, manage projects, track time automatically, store files, and create custom workflows that save you up to 8 hours of work each week.
Learn more about Indy
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Professional proposal management software. Create beautiful proposals with ease. Impress your clients and win more projects.
Professional proposal management software. Create beautiful proposals with ease. Impress your clients and win more projects.
With Prospero, you can create beautiful proposals, track their performance and get them signed by your clients digitally from any device.
Choose from a variety of pre-made content and templates, save your own sections and templates, save lots of time, and integrate with payments, CRMs, and invoicing tools.
You can invite your team members and set permissions and roles.
Learn more about Prospero
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Conga Composer ensures creation, delivery, and storage of documents, driving revenue success and growth.
Conga Composer is the go-to solution for creating beautiful, accurate digital documents using pre-built or customized templates auto-populated with data from Salesforce.
And, with the Conga Composer API, you can easily embed document generation solutions into any website, application, and/or platform, and populate documents with data from any system of record while sending and saving those documents as needed.
Learn more about Conga Document Generation
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Achieve more results with an online CRM that was designed for photographers and creative entrepreneurs.
Grow faster and better using a CRM system that is designed to support the needs of individual entrepreneurs and creative businesses. You can access customer data anytime and take actions when you need it, and not after deadlines or important dates.
Learn more about Alboom CRM
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
RocketDocs' proposal management and sales enablement solutions boost your efficiency and empower your success.
RocketDocs' proposal management and sales enablement solutions leverage an integrated content hub to boost your efficiency and empower your success. With over 25 years of experience in the response management industry, we know what it takes to build long-lasting, valuable, efficient solutions.
Create faster responses, better proposals, and bigger wins.
Learn more about RocketDocs
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Loopio's leading RFP response management software helps mid-large businesses supercharge and scale responses to RFPs.
Loopio is the leading RFP response management software for mid-large organizations. We help companies supercharge and scale their response process for RFPs, RFIs, DDQs, Security Questionnaires, and more.
Loopio delivers results: *51% increase in the number of responses completed, *85% win more business, *42% decrease in time spent on crafting responses.
Over 1300+ companies use Loopio to respond faster, improve response quality, and win more business.
Learn more about Loopio
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Check out how our platform can make your documents come to life: https://rla.to/pitch
RELAYTO is the #1 Interactive Experience platform that transforms your static content (PDFs, MP4s, images, blogs) into engaging interactive experiences, enabling viewers to choose their own path and self-educate.
With RELAYTO, you can create an unlimited number of public and private interactive experiences equipped with security, permissions and user management to control who has access to your content.
Learn more about Relayto
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Architecture, Engineering, and Construction Growth and Relationship Management for CRM, proposal management, marketing.
Construction, Architecture and Engineering proposal management. Grow revenue, decrease costs of winning new business and end chaos with Cosential "Growth and Relationship Management" software for CRM, proposal management, marketing and more. With Cosential, you can identify the right opportunities, leverage internal experience, understand relationship history, generate winning proposals, organize teaming opportunities, dramatically speed up the bid process, and more. See a 30-minute demo.
Learn more about Unanet CRM by Cosential
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Manage all your business-critical document processes from one system. Use workflows to eradicate manual tasks and increase efficiency.
DocFlite (Powered by QuoteOnSite) provides a central hub for SME’s that need to take control of document processes.
Manage a multitude of document types including Quotes, Proposals, Contracts and Feedback Forms.
Workflows seamlessly connect different processes together improving overall efficiency.
Integrate with HubSpot, SalesForce, QuickBooks, Sage and Xero to streamline your entire process.
Learn more about DocFlite
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Bonsai is the only tool you need to run your business. Manage your clients, deliver great work, get paid, and track your finances.
Bonsai is the all-in-one product suite for small agencies, solopreneurs, freelancers, and contractors. Bonsai streamlines every aspect of your workflow, from proposals, scheduling, to invoicing, task management to time track, tax prep, business banking and beyond.
Learn more about Bonsai
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
The government contract proposal pricing software that helps develop, analyze, submit, and negotiate cost and pricing data.
ProPricer is a proposal pricing software built to produce solutions to maximize efficiency and accuracy in the development, submission, evaluation, negotiation, and audit of proposal pricing. From storage of historical proposal data to ease of generating various reports,
ProPricer empowers Government Contractors to quickly and easily build custom proposals, perform what-if analyses, and integrate all proposal data—all with one software platform.
Learn more about ProPricer
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Collaborate on cross-border bids and proposals with ease, improve your proposal management process and reduce your time-to-revenue.
Our clients tell us they are 35% more efficient when they use Ideagen Huddle to manage bids and proposals.
It gives you an easier way to assemble bid teams, request files, collaborate, co-edit documents and control versions - all approved to government tender standards. Built-in approval workflow means you'll never miss a deadline and our free mobile app keeps you connected even when you're on the road. Ideagen Huddle is cloud-based too - easy to deploy, and comes with no set-up costs.
Learn more about Huddle
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Oneflow transforms the outdated contract process into a wonderfully connected pre-sign, sign, and post-sign digital experience.
Oneflow automates entire contract process from creating to e-signing and managing, all in one place. Turning clunky, static agreements into truly digital contracts.
Create and collaborate your contracts directly in the browser. Sign with a click. Manage lifecycle and get contract insights. Integrate seamlessly with your CRM.
Processes are faster, decisions are better, and deals are quicker. It’s an easier, smoother, and smarter way for teams of all shapes and sizes to handle their contracts.
Learn more about Oneflow
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Quoter is your sales system that increases capacity and reduces purchasing friction.
More than 30% of sales-related activities can be automated.
With Quoter, your team can send winning sales quotes in seconds. Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.
Our unlimited user pricing plans coupled with our automation workflows allow you to empower more of your staff to sell, without fear of losing control.
Learn more about Quoter
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Take your revenue to new heights. Sell and bill on one platform. Configure, Price, and Quote complex deals all on the world's #1 CRM.
Take your revenue to new heights. Sell and bill on one platform. Configure, Price, and Quote complex deals all on the world's #1 CRM. Unify sales and finance with complete visibility across the customer lifecycle from quote to retention. Give Sales teams and channel partners the necessary tools to quickly configure, price and quote complex solutions. Automate discounts, pricing, and approvals to maximize revenue and margins
Learn more about Salesforce CPQ & Billing
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Consolidate your entire deal (deal notes, resources, next steps)
Consolidate your entire deal (notes, resources, next steps) all in one collaborative workspace.
Hold reps accountable with a deal engagement score, deadlines, and automatic email reminders.
Create and duplicate templates with one click. Make sure your reps sell with consistency and nothing falls through the cracks.
See buyer activity and deal engagement with interactive dashboards, so you know exactly what's happening in your deals.
Save your deals. Sell smarter. Close consistently.
Learn more about Recapped
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Create beautiful proposals without fighting software or digging through old files. Spend more time on clients, less time on proposals.
We've spoken at length with hundreds of successful consultants and agencies about proposals. Here's what we learned:
Delivering proposals is a constant struggle with procrastination, overly-complex tools, and scattered organization.
Nusii is designed from the ground up to help you create beautiful proposals without fighting software or digging through old files.
Spend more time on your clients, and less time on proposals. We think you'll win more business that way.
Learn more about Nusii
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
With Qvidian, sales and proposal teams can create standout proposals, presentations, and sales documents in record time—and win more!
Upland Qvidian automates away the tedious and frustrating parts of your RFx response and proposal processes. With Qvidian, sales and proposal teams can collaborate effortlessly to quickly deliver polished and compliant proposals, presentations, and sales documents.
Worldwide, over 200,000+ users trust Qvidian to meet deadlines, tame proposal chaos, and win more deals.
Learn more about Qvidian
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
Fluent is a powerful document automation platform that revolutionizes how enterprises generate data-driven templates.
Fluent (formerly Windward Core) is a powerful document generation platform combining an MS Office designer plugin, a centralized template manager, and a best-in-class engine to automate your business’s frequently created documents.
-Work on templates in MS Word, Excel, or PowerPoint
-Link data from JSON, XML, SQL databases, or 150+ supported integrations
-Automate documents like reports, contracts, and presentations in PDF, HTML, DOCX, XLSX, PPTX, RTF, direct to printer, or as images
Learn more about Fluent
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
partnertribe is designed for professionals and businesses that are looking for a "lean" deal flow management system
Want to create a digital business proposal effortlessly? Partnertribe is the tool for you! It helps you quickly build online proposals and share them with your prospects. They will see the proposal just like a web page and will be able to review and sign it online. Partnertribe also includes an automatic form builder to collect leads from your marketing campaigns and a related CRM to manage commercial opportunities, all in one place.
Learn more about partnertribe
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
At Tilkee, we revolutionise the way you sell and market! We put intelligence and efficiency back into your sales & marketing processes.
Tilkee is a SaaS tool which tells you exactly how anyone reads any document you send through any channel so that you can contact the right prospect, at the right time, with the right action to seamlessly close more deals and maximise your revenue.
Tilkee alerts you in real-time as to how much time was spent on each page by each person, on which device, the % of the document read, etc.
Our algorithm scores each prospect's interest to help you prioritise your follow-ups and close the deal!
Learn more about Tilkee
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Features
- RFP Management
- Document Management
- Content Library
- Collaboration Tools
- Templates
- Knowledge Base Management
