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Proposal Management Software

Proposal Management software helps companies manage the proposal and RFP process. Bidders may quickly create strong business proposals and responses to RFPs that are tailored to the needs of each proposal. This software is helpful in automating the more cumbersome aspects of proposal writing while maintaining a detailed and professional-looking document. Some Proposal Management software is also a good fit for companies that are soliciting proposals. In this case, the software helps to organize and evaluate various aspects of multiple proposals at once. Proposal Management software is related to Quoting software, Contract Management software, and Professional Services Automation software.

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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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
ProfiQuote is a quoting tool to create accurate and appealing price quotes, proposals, and estimates effortlessly and quickly. Learn more about ProfiQuote
ProfiQuote is a quoting tool to create accurate and appealing price quotes, proposals, and estimates effortlessly and quickly. It is a user-friendly online software designed to optimize quotation process and streamline sales, allowing to generate professionally polished quotes to satisfy customers and win more deals across diverse industries. Learn more about ProfiQuote

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
End-to-end automated proposal management, made easy with Jotform Enterprise
End-to-end proposal management, all in one platform. Supercharge your proposal processes with Jotform Enterprise. Choose from hundreds of templates, and create and deploy proposals in minutes. Leverage Jotform Sign and Approvals to collect e-signatures and automatically route proposals to relevant parties, easily tracking progress every step of the way. Ensure your team is in the loop with Jotform Teams workspaces, where you can organize team assets like proposal documents, PDFs, and forms. Learn more about Jotform

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Agiled is an all-in-one software that helps small businesses manage CRM, finance, projects, and documents in one integrated platform.
Agiled is an all-in-one business management software that helps users manage CRM, projects, documents, finance, and more from one centralized platform. The software offers contact management, deal tracking, invoicing, contract building, task management, and automation workflows to streamline business operations. Learn more about Agiled

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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 Dynamics CRM, HubSpot, Zoho, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, TD Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more. Learn more about QuoteWerks

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Check out relayto.com/showcase and book a meeting with us: https://rla.to/meet-with-relayto
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. https://rla.to/pitch Learn more about Relayto

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Our business relationship, proposal automation, and e-sign platform helps you manage workspaces for prospects, customers & partners.
ClientPoint Enterprise platform helps you easily manage contract proposal and business relationship workspaces (called ClientPoints) for each of your prospects, customers and partners, where you can share documents, e-sign, schedule, message, video conference, all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. The enterprise platform allows for integration of your CRM and other tools, or use ClientPoint end point solutions to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Easily update all your partners in one step on a Content Management Platform that levels up how you feature your products and your partner solution. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform Learn more about ClientPoint

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Ploomes is the largest CRM company based in Latin America, unifying CRM features with workflows and proposal automations.
Ploomes is the largest CRM company based in Latin America, helping leaders and sales managers on solving the main issue with CRM implementation: engagement. Unifying CRM features with workflows and proposal automations, Ploomes becomes the Sales hub of operations, granting visibility and trustful data to leaders and managers. Learn more about Ploomes

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Responsive’s (formerly RFPIO) Strategic Response Management SaaS platform automates the work that goes into RFPs, RFIs, DDQs and more.
Responsive (formerly RFPIO) develops intelligent, automated software that transforms how organizations share and exchange critical information. With Responsive, the leading strategic response management platform, response teams automate up to 80% or more of RFPs in seconds and develop higher quality responses 40% faster. AI-driven efficiencies go far beyond RFPs, helping frontline teams to also streamline RFIs, security questionnaires, DDQs, risk assessments, and more. Learn more about Responsive (formerly RFPIO)

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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 businesses, and land more clients. Learn more about 17hats

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Quotient streamlines the quoting and proposal process, making it easy to create, send, and manage quotes. Your customers will love it.
Quotient is simple to use online quoting and proposal software that lets you create, send, and manage your quotes. You'll save time, look more professional, and make more money with Quotient. It runs in a web browser – on Mac, Windows, and mobile iOS/Android. Quotient seamlessly integrates with Zapier, Xero, QuickBooks Online, Insightly, Capsule and MailChimp. Learn more about Quotient

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
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

Features

  • Document Management
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting