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Proposal Management Software
Proposal Management software helps companies manage the proposal and RFP process.
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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.
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document Management
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
...
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document Management
PandaDoc is an all-in-one tool to create, edit, send, track, and eSign Proposals and other business documents quickly and easily.
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!
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document 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.
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...
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document 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
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document 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.
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document Management
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.
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document 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.
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document 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 sales leaders the control and visibility you need to better manage your sales document process and double your close rates. Create, send, track, and close quotes, contracts, and proposals with confidence.
Create impressive sales documents that are brand consistent and error-free. Get valuable insights on how prospects are interacting with your proposals so reps can make timely follow-ups and nurture the deal to a close. Find out what your best reps are doing vs low performers so you can replicate and scale your process and accurately forecast. Deliver a seamless, professional, sign-off experience for your customers and prospects.
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...
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document Management
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.
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document 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 Dynamics CRM, HaloPSA, 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.
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...
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document Management
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
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document Management
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 Sign
...
Read more
Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document Management
Top customized proposal/doc creation, automation, e-sign & payment platform with collaborative team, prospect & customer workspaces.
Fully customized ClientPoint Enterprise platform for all industries, revolutionizes proposal creation, automation and business relationship workspaces for each of your prospects, customers and partners, where you can share documents, e-sign, schedule, message, and video conference, all in one secure place. Propose & close deals faster, serve and grow clients better, and transform your most valuable business relationships.
Integrate 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
...
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document Management
Impress clients and win their business Better Proposals makes it easy with 250+ templates, eSignatures, payments and advanced tracking
Better Proposals is the proposal software that empowers marketing agencies, freelancers, and sales professionals to win more business. Impress clients at first sight with 250+ professionally designed templates. With mobile-friendly web-based documents, proposals can feature videos, images, eSignatures, and even secure payments.
Save hours with reusable templates and promote team collaboration with one central hub for all your sales documents. Integrate with 50+ tools like HubSpot, Salesforce, Stripe, and PayPal. Track proposal performance to identify winning strategies, and never miss a deal with real-time notifications.
Better Proposals is more than just proposal software - it's a faster, more effective sales process. Start your free trial today and see why we're the secret weapon of top-performing sales teams.
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...
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document 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.
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...
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document Management
Reclaim time, profitability and cash flow with Ignition by automating proposals, billing, payment collection and workflows.
From proposals to payments, Ignition simplifies every step—empowering professional services to sell, bill, and get paid. Automate agreements, billing, payment collection and workflows to boost efficiency, revenue and cash flow.
Ignition is trusted by over 7,500 service-based businesses, including accounting, bookkeeping, agencies, consulting and financial services.
To date, Ignition customers have generated US $9b in revenue via the platform.
Learn more about Ignition
...
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document Management
Responsive’s (formerly RFPIO) AI-driven Strategic Response Management platform drives more deals won with smarter, faster responses.
Responsive (formerly RFPIO) is the industry leader in Strategic Response Management with a suite of AI-driven solutions to help bid and response teams win more deals with smarter, faster responses. Responsive AI drafts answers and manages collaborative workflows so your teams can deliver winning responses to RFPs, RFIs, DDQs, VSQs, and more 80% faster. Harness a single source of truth so your frontline teams can share and exchange critical information while confidently responding to bids, inquiries, and questionnaires with the best answers from the most intelligent solution.
Learn more about Responsive (formerly RFPIO)
...
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document 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 businesses, and land more clients.
Learn more about 17hats
...
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document Management
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
...
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document 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
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document 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
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document 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
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document 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
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document Management
QorusDocs is AI-powered proposal management software that creates sales responses that stand out.
QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins.
Learn more about QorusDocs
...
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Features
- Proposal Generation
- Electronic Signature
- Approval Process Control
- Automatic Formatting
- Content Library
- Audit Trail
- Version Control
- Workflow Management
- Knowledge Base Management
- Document Management
