Proposal Management Software

This information was sourced from verified user reviews of Expedience Proposal Software

5

20

4

Ease of Use 4.7
Customer Service 5.0
Value for Money 4.9

Verified reviewers

+

"Beside the technical aspects of the software especially also the effort and support was marvelous...." Read the full review

Andreas

Head of Global Managed Services SD&C MCS Region WEE in Germany

This information was sourced from Expedience Proposal Software

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

This information was sourced from verified user reviews of Expedience Proposal Software

Pros:

Customized repository; uploading content, storing graphics and logos for easy retrieval. Read more

Cons:

Having to take the portfolio offline to make updates. Read more

This information was sourced from Expedience Proposal Software

Who Uses Expedience Proposal Software?

Expedience is the leading document automation solution for global B2B and B2G organizations that require collaboration, accuracy, branding, and the...

Countries available

Australia, Belgium, Canada, Denmark, Germany, Netherlands, New Zealand, Switzerland, United Kingdom, United States

Languages

Danish, English, French, German, Italian, Norwegian, Swedish

Responsive (formerly RFPIO)

4.6 (159)

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This information was sourced from verified user reviews of Responsive (formerly RFPIO)

Ease of Use 4.5
Customer Service 4.6
Value for Money 4.6

Verified reviewers

+

"Hundreds of hours saved in responding to questionnaires and RFPs. RFPIO offers very competitive..." Read the full review

Brian

Sr RFP Manager in US

This information was sourced from Responsive (formerly RFPIO)

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

This information was sourced from verified user reviews of Responsive (formerly RFPIO)

Pros:

Another great aspect is the value for money that the tool provides, compared to similar tools available in the market. Read more

Cons:

Elements of the RFPio projects interface are difficult to understand. There are too many places where a click opens up a menu of buried options. Read more

This information was sourced from Responsive (formerly RFPIO)

Who Uses Responsive (formerly RFPIO)?

Leading response teams — proposal, sales, presales, marketing, customer support, IT, security, compliance and more — trust Responsive to automate...

Countries available

Australia, Austria, Brazil, Canada, Denmark, Finland, France, Germany, India, Israel , Kuwait, Luxembourg, Mexico, Netherlands, New Zealand, Norway, Qatar, Saudi Arabia, Singapore, Sweden, United Arab Emirates, United Kingdom, United States and 13 others

Languages

English, French, German, Italian, Portuguese, Spanish, Traditional Chinese

Docusign

4.7 (8,845)

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This information was sourced from verified user reviews of Docusign

Ease of Use 4.7
Customer Service 4.5
Value for Money 4.5

Verified reviewers

+

"Between the fact that you can install Docusign on any device from any in the world in a major..." Read the full review

Yolandi

Network Admin in South Africa

This information was sourced from Docusign

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

This information was sourced from verified user reviews of Docusign

Pros:

Integrations and automations with Google suite also helping my business saving time and money. And because is paperless it has a positive effect on the protection of the planet. Read more

Cons:

I worry about the security and how some one maybe able to hack into my account. Since it is an electronic signature it is hard to id if it is my handwriting. Read more

This information was sourced from Docusign

Who Uses Docusign?

Designed for small to large businesses in insurance, finance, government, real estate, and other industries.

Countries available

Australia, Brazil, Chile, Colombia, Mexico, New Zealand, Spain, United Kingdom, United States

Languages

Brazilian Portuguese, Dutch, English, French, German, Italian, Japanese, Spanish

Jotform

4.7 (2,435)

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This information was sourced from verified user reviews of Jotform

Ease of Use 4.7
Customer Service 4.4
Value for Money 4.5

Verified reviewers

+

"My overall experience has been good. Their live chat support is great, and they have a support..." Read the full review

will

CEO in US

This information was sourced from Jotform

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

This information was sourced from verified user reviews of Jotform

Pros:

For surveys, reviews, or gathering any information from a group of people, JotForm is a simple solution. The program is incredibly simple to use and their customer support is very responsive. Read more

Cons:

Sometimes, there are delays on the sender’s end showing that the form has been completed. It’s usually not long - a few minutes, at most, but it can be annoying when we’re on the spot. Read more

This information was sourced from Jotform

Who Uses Jotform?

Whether you run a business, nonprofit, or work in education or healthcare, Jotform makes it easy to collect and manage information. Receive payments,...

Countries available

Australia, Brazil, Canada, China, France, Germany, Hong Kong SAR China, India, Ireland, Isle of Man , Japan, Mexico, Netherlands, New Zealand, Singapore, United Kingdom, United States and 7 others

Languages

Danish, Dutch, English, Finnish, French, German, Hungarian, Italian, Norwegian, Polish , Portuguese, Spanish, Swedish, Turkish and 4 others

PandaDoc

4.5 (1,208)

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This information was sourced from verified user reviews of PandaDoc

Ease of Use 4.4
Customer Service 4.3
Value for Money 4.2

Verified reviewers

+

"I've liked using Pandadoc. It's really easy to use and easy for others as well. The templates and..." Read the full review

Yasith

CEO in Sri Lanka

This information was sourced from PandaDoc

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

This information was sourced from verified user reviews of PandaDoc

Pros:

Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Read more

Cons:

Unfortunately I find the program a bit confusing, it took me a bit longer to understand everything. Read more

This information was sourced from PandaDoc

Who Uses PandaDoc?

PandaDoc is designed for businesses in professional services, education, healthcare, construction, sales, HR, marketing, technology, and other...

Countries available

American Samoa, Australia, Austria, Belgium, Brazil, British Virgin Islands, Bulgaria, Canada, Croatia, Cyprus , Czechia, Denmark, Finland, France, Germany, Greece, Hungary, India, Ireland, Israel, Italy, Jordan, Luxembourg, Malaysia, Malta, Mexico, Netherlands, New Zealand, Norway, Poland, Portugal, Romania, Slovakia, South Africa, Spain, Sweden, Switzerland, Thailand, US Virgin Islands, United Arab Emirates, United Kingdom, United States and 32 others

Languages

Dutch, English, French, German, Polish, Spanish, Swedish

HoneyBook

4.7 (651)

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This information was sourced from verified user reviews of HoneyBook

Ease of Use 4.6
Customer Service 4.7
Value for Money 4.6

Verified reviewers

+

"I love this program. I'm not sure if there is anything really like it on the market and I don't..." Read the full review

Amber

Owner in US

This information was sourced from HoneyBook

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

This information was sourced from verified user reviews of HoneyBook

Pros:

We have used it for a little over a year now, and this was so incredibly helpful filing taxes for the first time. Well worth the investment. Read more

Cons:

Also, the email feature within HoneyBook can be a bit confusing. Sometimes, I can't tell if an email sent or not. Read more

This information was sourced from HoneyBook

Who Uses HoneyBook?

Independent business owners including designers, photographers, marketers, freelancers, consultants, florists, caterers, videographers, and many...

Countries available

Canada, United States

Languages

English

Deltek Vision

4.1 (481)

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This information was sourced from verified user reviews of Deltek Vision

Ease of Use 3.6
Customer Service 4.0
Value for Money 3.7

Verified reviewers

+

"Good, but upgrades and updates need to be prioritized" Read the full review

Victoria

GD Project Manager in US

This information was sourced from Deltek Vision

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

This information was sourced from verified user reviews of Deltek Vision

Pros:

Tons of features, very robust system. Lots of customization possible. Read more

Cons:

I frequent users find it complex and difficult to use. Read more

This information was sourced from Deltek Vision

Who Uses Deltek Vision?

Deltek Vision supports professional services firms like management & IT consulting, market research and architecture & engineering.

Countries available

Australia, Denmark, France, Germany, Netherlands, Norway, Sweden, United Arab Emirates, United Kingdom, United States

Languages

Danish, Dutch, English, French, German, Norwegian, Swedish

Local product

Qwilr

4.6 (388)

Local product

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This information was sourced from verified user reviews of Qwilr

Ease of Use 4.5
Customer Service 4.6
Value for Money 4.3

Verified reviewers

+

"I've been using Qwilr to create, track and plan my estimates and proposals." Read the full review

Benjamin

Photographer in US

This information was sourced from Qwilr

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

This information was sourced from verified user reviews of Qwilr

Pros:

I love how professional these pages look and all the features you can add into one page. It was very simple and easy to create each page and then work with HubSpot as well. Read more

Cons:

No updates for the past few years probably. They have three different options of font customization and five different colors - that's it. Read more

This information was sourced from Qwilr

Who Uses Qwilr?

Qwilr is for businesses looking to represent their forward-thinking brands by turning their PDF documents into smart + interactive + mobile-friendly...

Countries available

Argentina, Australia, Belgium, Brazil, Canada, Chile, China, Colombia, Czechia, Denmark , Falkland Islands, Finland, France, Germany, Iceland, India, Ireland, Italy, Japan, Mexico, Netherlands, New Zealand, Singapore, United Kingdom, United States, Uruguay and 16 others

Languages

English

Sage 100

4.0 (346)

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This information was sourced from verified user reviews of Sage 100

Ease of Use 3.8
Customer Service 3.7
Value for Money 3.7

Verified reviewers

+

"We've been able to greatly improve how our manufacturing processes across various locations are..." Read the full review

Blake

Ecommerce & Consumer Products Manager in US

This information was sourced from Sage 100

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

This information was sourced from verified user reviews of Sage 100

Pros:

It can integrate with other products easily and is easy to use once trained. Read more

Cons:

You'll notice lag in the system regardless of the hardware resources assigned to it. Read more

This information was sourced from Sage 100

Who Uses Sage 100?

Company size between 10 and 200 employees. Very suitable for the areas of production, sales and professional services.

Countries available

Australia, Brazil, Canada, China, Germany, India, Japan, Mexico, United Kingdom, United States

Languages

Arabic, Brazilian Portuguese, Chinese, Dutch, English, European Portuguese, French, German, Polish, Portuguese , Spanish and 1 others

Agiled

4.7 (345)

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This information was sourced from verified user reviews of Agiled

Ease of Use 4.6
Customer Service 4.7
Value for Money 4.9

Verified reviewers

+

"What I enjoy most about Agiled is that it has everything I need in one dashboard. CRM, project..." Read the full review

Richard

Lawyer in US

This information was sourced from Agiled

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

This information was sourced from verified user reviews of Agiled

Pros:

Agiled.app is continuously improving the software and giving in more integrations and features. You can follow their roadmap and you will see this software is getting stronger day by day. Read more

Cons:

The only feature I'm missing is wave accounting and payment integration. Read more

This information was sourced from Agiled

Who Uses Agiled?

Small and medium sized businesses, Agencies and Freelancers

Countries available

United States

Languages

English

Ploomes

4.9 (317)

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This information was sourced from verified user reviews of Ploomes

Ease of Use 4.8
Customer Service 4.7
Value for Money 4.6

Verified reviewers

+

"Ploomes allows users to track leads, prioritize activities, and help stay organized through the..." Read the full review

Krunal

Cybersecurity Analyst in US

This information was sourced from Ploomes

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

This information was sourced from verified user reviews of Ploomes

Pros:

I really liked the platform and how it is extremely usual. Read more

Cons:

Sometimes the integration with other plataforms can be tricky to get right. Read more

This information was sourced from Ploomes

Who Uses Ploomes?

By being user-friendly like smaller CRMs and bringing powerful features from bigger CRMs, Ploomes is the best solution for medium-sized companies...

Countries available

Argentina, Bolivia, Brazil, Chile, Colombia, Ecuador, Falkland Islands, French Guiana, Guyana, Mexico , Paraguay, Peru, Portugal, Suriname, Uruguay, Venezuela and 6 others

Languages

English, Portuguese, Spanish

Proposify

4.4 (296)

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This information was sourced from verified user reviews of Proposify

Ease of Use 4.2
Customer Service 4.4
Value for Money 4.3

Verified reviewers

+

"Overall experience with Proposify is nice as it fullfill our current requirements quite well hence..." Read the full review

Aman Preet

Developer in India

This information was sourced from Proposify

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

This information was sourced from verified user reviews of Proposify

Pros:

User interface is nice and well thought out. No real learning curve for the most part. Read more

Cons:

Also some functionality can be a bit unstable or slower to respond. Read more

This information was sourced from Proposify

Who Uses Proposify?

Designed for midsize and large B2B service firms, the platform helps streamline proposal workflows for construction, professional services, informatio...

Countries available

Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Ireland , Italy, Netherlands, New Zealand, Norway, Poland, Portugal, South Africa, Spain, Sweden, Switzerland, United Kingdom, United States and 12 others

Languages

English

QuoteWerks

4.6 (192)

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This information was sourced from verified user reviews of QuoteWerks

Ease of Use 4.5
Customer Service 4.6
Value for Money 4.6

Verified reviewers

+

"Nothing can hinder me from using QuoteWerks because it has been giving us incredible experiences." Read the full review

Ruth

Budget Analyst in US

This information was sourced from QuoteWerks

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

This information was sourced from verified user reviews of QuoteWerks

Pros:

We can quote very easily using the customisable templates according to the requirement. We can easily integrate with third party software like ConnectWise that saves our time and money. Read more

Cons:

Inability to synch said data with our business system (BusinessVision) and CRM (Zoho). Read more

This information was sourced from QuoteWerks

Who Uses QuoteWerks?

QuoteWerks is used by companies of all sizes looking to streamline their current sales quoting process in order to provide their customers with...

Countries available

Australia, Canada, United Kingdom, United States

Languages

English

Relayto

4.8 (189)

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This information was sourced from verified user reviews of Relayto

Ease of Use 4.7
Customer Service 4.7
Value for Money 4.7

Verified reviewers

+

"What I like most about RELAYTO is its ease of use for anyone who has just started. RELAYTO provides..." Read the full review

Tanuj

Student in US

This information was sourced from Relayto

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

This information was sourced from verified user reviews of Relayto

Pros:

Im a Ui/Ux tester In Relayto i have stuck in step then i contact bwith the customer support they help me in very convenient way. Read more

Cons:

So far I haven't seen any cons per se but if I had to pick something, I would say they should have a drag and drop option too. But at the same time, their menu to add content is quite interactive. Read more

This information was sourced from Relayto

Who Uses Relayto?

B2B marketers B2B sellers

Countries available

Albania, Andorra, Anguilla, Antigua & Barbuda, Argentina, Aruba, Australia, Austria, Bahamas, Barbados , Belarus, Belgium, Belize, Bermuda, Bolivia, Bosnia & Herzegovina, Brazil, British Virgin Islands, Bulgaria, Canada, Cayman Islands, Chile, Colombia, Costa Rica, Croatia, Cuba, Curaçao, Cyprus, Czechia, Denmark, Dominica, Dominican Republic, Ecuador, El Salvador, Estonia, Falkland Islands, Faroe Islands, Finland, France, French Guiana, Germany, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guatemala, Guernsey, Guyana, Haiti, Honduras, Hungary, Iceland, Ireland, Isle of Man, Italy, Jamaica, Jersey, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Martinique, Moldova, Monaco, Montenegro, Montserrat, Netherlands, Nicaragua, North Macedonia, Norway, Panama, Paraguay, Peru, Poland, Portugal, Puerto Rico, Romania, Russia, San Marino, Serbia, Slovakia, Slovenia, Spain, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Suriname, Sweden, Switzerland, Trinidad & Tobago, Turks & Caicos Islands, Türkiye, US Virgin Islands, Ukraine, United Kingdom, United States, Uruguay, Vatican City, Venezuela, Åland Islands and 94 others

Languages

English

Jotform Sign

4.8 (187)

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This information was sourced from verified user reviews of Jotform Sign

Ease of Use 4.8
Customer Service 4.6
Value for Money 4.6

Verified reviewers

"I love how easy it is to create legal documents, custom fields and e-signatures!" Read the full review

Tatiana

Coach in US

This information was sourced from Jotform Sign

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

This information was sourced from verified user reviews of Jotform Sign

Pros:

Easy to use drop and drag system, templates for almost every field, create your own options, the built in integrations are a bonus. Read more

Cons:

If conducting a survey, limiting the amount of responses is a drag. Read more

This information was sourced from Jotform Sign

Who Uses Jotform Sign?

Whether you run a business, nonprofit, or work in education or healthcare, Jotform makes it easy to collect and manage information. Receive payments,...

Countries available

Afghanistan, Albania, Andorra, Argentina, Armenia, Austria, Azerbaijan, Bahrain, Bangladesh, Belarus , Belgium, Bhutan, Bolivia, Bosnia & Herzegovina, Brazil, Brunei, Bulgaria, Cambodia, Chile, China, Colombia, Croatia, Cyprus, Czechia, Denmark, Ecuador, Estonia, Falkland Islands, Faroe Islands, Finland, France, French Guiana, Georgia, Germany, Gibraltar, Greece, Greenland, Guernsey, Guyana, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Isle of Man, Israel, Italy, Japan, Jersey, Jordan, Kazakhstan, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Malaysia, Maldives, Malta, Moldova, Monaco, Mongolia, Montenegro, Myanmar (Burma), Nepal, Netherlands, North Macedonia, Norway, Oman, Pakistan, Palestinian Territories, Paraguay, Peru, Philippines, Poland, Portugal, Qatar, Romania, Russia, San Marino, Saudi Arabia, Serbia, Singapore, Slovakia, Slovenia, South Korea, Spain, Sri Lanka, Suriname, Sweden, Switzerland, Syria, Taiwan, Tajikistan, Thailand, Timor-Leste, Turkmenistan, Türkiye, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vatican City, Venezuela, Vietnam, Yemen, Åland Islands and 106 others

Languages

Arabic, Brazilian Portuguese, Chinese, Dutch, English, European Portuguese, French, German, Indonesian, Italian , Japanese, Korean, Polish, Portuguese, Spanish, Turkish and 6 others

ClientPoint

4.6 (166)

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This information was sourced from verified user reviews of ClientPoint

Ease of Use 4.6
Customer Service 4.7
Value for Money 4.4

Verified reviewers

+

"The ability to open my laptop and send a proposal to my customer almost immediately. Unlike my..." Read the full review

Zack

Director of Inside Sales in US

This information was sourced from ClientPoint

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

This information was sourced from verified user reviews of ClientPoint

Pros:

Excellent training and customer service. Quick turnaround times on modification requests. Read more

Cons:

I am giving the benefit of the doubt, but my proposals look bad. The pagination and graphics get thrown out of alignment and I can't seem to override or correct in local edit. Read more

This information was sourced from ClientPoint

Who Uses ClientPoint?

All sales, business, client success teams and vertical markets like SaaS, facility services, IT, security, business, marketing agencies, etc., need a...

Countries available

United States

Languages

English

Better Proposals

4.8 (164)

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This information was sourced from verified user reviews of Better Proposals

Ease of Use 4.7
Customer Service 4.8
Value for Money 4.8

Verified reviewers

+

"Overall, it is a really great software! If you're looking to create beautiful proposals that..." Read the full review

Shade

Business Owner in US

This information was sourced from Better Proposals

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

This information was sourced from verified user reviews of Better Proposals

Pros:

It simplifies so much for me. I also love that you can see when the proposal has been opened so you know whether to follow up. Read more

Cons:

There were a few things that were a little confusing during the set up process. Read more

This information was sourced from Better Proposals

Who Uses Better Proposals?

Ideal for marketing agencies, freelancers, web designers, social media agencies, SaaS businesses, and sales teams who want to win more business with...

Countries available

Anguilla, Antigua & Barbuda, Aruba, Australia, Austria, Bahamas, Barbados, Belgium, Belize, Bermuda , Brazil, British Virgin Islands, Canada, Cayman Islands, Costa Rica, Cuba, Czechia, Denmark, Dominica, Dominican Republic, El Salvador, Finland, France, Germany, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guatemala, Guernsey, Haiti, Honduras, Iceland, Ireland, Isle of Man, Italy, Jamaica, Jersey, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Martinique, Mexico, Moldova, Monaco, Montenegro, Montserrat, Netherlands, New Zealand, Nicaragua, North Macedonia, Norway, Panama, Poland, Portugal, Puerto Rico, Russia, San Marino, Slovenia, South Africa, Spain, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Sweden, Switzerland, Trinidad & Tobago, Turks & Caicos Islands, US Virgin Islands, Ukraine, United Kingdom, United States and 67 others

Languages

Arabic, Brazilian Portuguese, Catalan, Croatian, Czech, Danish, Dutch, English, Estonian, European Portuguese , Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Lithuanian, Norwegian, Polish, Portuguese, Romanian, Russian, Slovak, Slovenian, Spanish, Swedish, Thai, Turkish and 19 others

SmartDocs

4.7 (152)

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This information was sourced from verified user reviews of SmartDocs

Ease of Use 4.6
Customer Service 4.5
Value for Money 4.6

Verified reviewers

+

"Working online with groups and being able to compile the work as a group is one major advantage. It..." Read the full review

Mary

editor, photographer, social media manager @ icc in Kenya

This information was sourced from SmartDocs

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

This information was sourced from verified user reviews of SmartDocs

Pros:

I love the product it integrates nicely through the entire windows suite. I don't have any issues with it. Read more

Cons:

It can be difficult to format, especially when you want to import photos. Also difficult to create columns. Read more

This information was sourced from SmartDocs

Who Uses SmartDocs?

Used by Sales Teams of 10s, 100s, and 1000s to automatically create proposals, RFPs, SOWs, and more. Our customers see productivity increase 80% or...

Countries available

Canada, United States

Languages

English

Local product

Ignition

4.7 (146)

Local product

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This information was sourced from verified user reviews of Ignition

Ease of Use 4.6
Customer Service 4.8
Value for Money 4.5

Verified reviewers

+

"It has been so easy to work with Practice Ignition, and anytime I can't figure out how to do..." Read the full review

Beth

Administrator in US

This information was sourced from Ignition

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

This information was sourced from verified user reviews of Ignition

Pros:

The professionalism of final product. Ability to integrate testimonial videos. Read more

Cons:

It can be a bit tricky to navigate between invoices. Read more

This information was sourced from Ignition

Who Uses Ignition?

Accountants, Bookkeepers and Professional Services businesses.

Countries available

Australia, Canada, New Zealand, South Africa, United Kingdom, United States

Languages

English

17hats

4.4 (131)

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This information was sourced from verified user reviews of 17hats

Ease of Use 4.3
Customer Service 4.4
Value for Money 4.3

Verified reviewers

+

"I was looking for a platform that could serve several functions at a reasonable price point. I..." Read the full review

Nancy

Virtual Assistant in US

This information was sourced from 17hats

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

This information was sourced from verified user reviews of 17hats

Pros:

We really liked that clients could view and sign the contract and pay the invoice in pretty much one step. Read more

Cons:

I cannot speak to anyone on the phone which was extremely frustrating. All the learning is through videos and I think the videos are well done, however, I prefer a more personal approach. Read more

This information was sourced from 17hats

Who Uses 17hats?

We serve small businesses and solo business owners.

Countries available

United States

Languages

English

Quotient

4.8 (126)

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This information was sourced from verified user reviews of Quotient

Ease of Use 4.8
Customer Service 4.8
Value for Money 4.6

Verified reviewers

+

"Not only is the software super easy to use, it is super customizable. I've never used any other..." Read the full review

Alyssa

Technical Sales Consultant in US

This information was sourced from Quotient

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

This information was sourced from verified user reviews of Quotient

Pros:

Without a doubt one of the best investments I have made in my business. Read more

Cons:

The import/export is a bit tricky. I'm not sure if the product is limited or it's just my lack of knowledge, but I couldn't get the data I needed to export. Read more

This information was sourced from Quotient

Who Uses Quotient?

All small to medium size businesses, from almost any industry. Basically, anyone who requires a quoting system for creating professional quotes and...

Countries available

Australia, Canada, Ireland, New Zealand, Singapore, South Africa, United Arab Emirates, United Kingdom, United States

Languages

English

Proposable

4.4 (115)

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This information was sourced from verified user reviews of Proposable

Ease of Use 4.2
Customer Service 4.3
Value for Money 4.3

Verified reviewers

+

"This software is brilliant if you’re sending proposals and contracts regularly and even better if..." Read the full review

Chloe

Business Owner in UK

This information was sourced from Proposable

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

This information was sourced from verified user reviews of Proposable

Pros:

Due to the great integration with Pipedrive, there is next to no manual data entry (other than quantity and price variations). Read more

Cons:

The only thing I dislike about the software is that the quotes/proposals are designed to be tied to the contact record, rather than the Opportunity record. That is my only complaint. Read more

This information was sourced from Proposable

Who Uses Proposable?

Software, Technology, Medical, Agencies, Travel, Service Businesses

Countries available

Canada, United States

Languages

English

Prospero

4.8 (115)

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This information was sourced from verified user reviews of Prospero

Ease of Use 4.8
Customer Service 4.8
Value for Money 4.9

Verified reviewers

+

"Onboarding was a breeze with the templates and great support. We easily migrated all our existing..." Read the full review

Elad

Owner in Israel

This information was sourced from Prospero

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

This information was sourced from verified user reviews of Prospero

Pros:

Unlimited proposals and best value for money platform. Read more

Cons:

It is in english at the moment and I am not sure if there are other languages, but not Italian. Read more

This information was sourced from Prospero

Who Uses Prospero?

Any business that sends proposals to clients Freelancers Agencies Creatives Designers Writers Developers Entrepreneurs Consultants

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia , Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bhutan, Bolivia, Bosnia & Herzegovina, Botswana, Brazil, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Cape Verde, Cayman Islands, Central African Republic, Chad, Chile, China, Colombia, Comoros, Congo - Brazzaville, Congo - Kinshasa, Cook Islands, Costa Rica, Croatia, Cuba, Cyprus, Czechia, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Eswatini, Ethiopia, Falkland Islands, Faroe Islands, Fiji, Finland, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Isle of Man, Israel, Italy, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Libya, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Myanmar (Burma), Namibia, Nauru, Nepal, Netherlands, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Rwanda, Réunion, Samoa, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, Somalia, South Africa, South Korea, Spain, Sri Lanka, St Helena, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Sudan, Suriname, Sweden, Switzerland, Syria, São Tomé & Príncipe, Taiwan, Tajikistan, Tanzania, Thailand, Timor-Leste, Togo, Tonga, Trinidad & Tobago, Tunisia, Turkmenistan, Turks & Caicos Islands, Tuvalu, Türkiye, US Virgin Islands, Uganda, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Yemen, Zambia, Zimbabwe, Åland Islands and 218 others

Languages

English

Oneflow

4.6 (109)

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This information was sourced from verified user reviews of Oneflow

Ease of Use 4.7
Customer Service 4.6
Value for Money 4.4

Verified reviewers

+

"I enjoy working with OneFlow a lot. It's a real QoL improvement compared to the offers we used to..." Read the full review

Lucas

Account Executive in Netherlands

This information was sourced from Oneflow

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

This information was sourced from verified user reviews of Oneflow

Pros:

Oneflow has been incredibly easy and intuitive to use, it has made issuing and signing contracts a breeze, and really impacted my day to day positively. Read more

Cons:

As all systems, you can get spamed with notifications but once you find the setting (no so hard, just me being lasy) you can choose what you want to have. Read more

This information was sourced from Oneflow

Who Uses Oneflow?

Oneflow is a cloud-based contract management tool designed for businesses in human resources (HR), information technology (IT), construction,...

Countries available

Denmark, Finland, France, Germany, Netherlands, Norway, Sweden, United Kingdom, United States

Languages

Danish, Dutch, English, Finnish, French, German, Norwegian, Portuguese, Spanish, Swedish

Conga Document Generation

4.4 (108)

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This information was sourced from verified user reviews of Conga Document Generation

Ease of Use 4.0
Customer Service 4.2
Value for Money 4.0

Verified reviewers

+

"When it comes to content management then one can surely go for conga document generation while if..." Read the full review

Aman Preet

Developer in India

This information was sourced from Conga Document Generation

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

This information was sourced from verified user reviews of Conga Document Generation

Pros:

Helpful to use and we really do use it quite a bit. Read more

Cons:

Sometimes the solution user interface is a little tricky and difficult to work with. Read more

This information was sourced from Conga Document Generation

Who Uses Conga Document Generation?

Conga works with midsize to enterprise organizations across industries, including software & technology, manufacturing, hospitality, logistics &...

Countries available

Australia, Belgium, Brazil, Canada, Denmark, Finland, France, Germany, Hong Kong SAR China, Iceland , India, Ireland, Italy, Japan, Mexico, Netherlands, New Zealand, Norway, Singapore, Spain, Sweden, Switzerland, United Kingdom, United States and 14 others

Languages

Chinese, Danish, Dutch, English, Finnish, French, German, Hungarian, Italian, Norwegian , Polish, Portuguese, Spanish, Swedish, Turkish and 5 others

Proposal Management Software

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