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Pandadoc makes it easier than ever to create high-quality, professional proposals right inside your CRM. Use templates and tokens to automatically create new proposals in seconds, or use the drag-and-drop proposal builder to create custom, media-rich proposals that will knock the socks off of your prospects. Once they're sent, advanced analytics let you track your proposal views and signatures from anywhere. Learn more about PandaDoc Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Learn more about PandaDoc
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, and turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing. Learn more about ConnectWise Sell Quote & Proposal Automation Anytime, Anywhere designed for IT Solution Providers Learn more about ConnectWise Sell
Collaborate efficiently with each proposal created, reviewed and signed in one central place. An all-in-one document management to help individuals and teams run their business. RevvSales is a superior alternative to Google docs or Microsoft Word with easier to use templates, approvals and workflows. 1000+ businesses trust us with their document management. Integrate data with your systems of records: CRM, Payroll, Accounting. Running your business, one document at a time, is our business! Learn more about RevvSales All-in-one document management for teams anywhere. Running your business, one document at a time, is our business! Learn more about RevvSales
Proposify helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements. On-brand, reusable templates and central storage for proposal content save reps time, while proposals rich with interactive pricing, videos, and live chat impress your prospects. View metrics gives insight into how long each section is viewed, and our integration with your fave apps, like Salesforce, allow reps to easily create sales docs without leaving the CRM. Learn more about Proposify Proposify reduces friction in your sales workflow making it easy for your sales reps to quickly create professional-looking proposals. Learn more about Proposify
Better Proposals helps you create your proposals faster, makes them look more professional and gives you all the tools you need to win the job as quick as possible. Knowing when your proposals are opened, forwarded and downloaded helps you follow up at exactly the right time in the most appropriate way. Allowing your clients to sign your proposals online means you can strike while the iron is hot. Sending better proposals creates you a better business. Learn more about Better Proposals Web based software to let you create proposals faster, make them look incredible, and win the job faster with digital signatures. Learn more about Better Proposals
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 Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations. Learn more about Qwilr
iQuoteXpress (IQX) is an affordable, easy-to-use, fully supported sales proposal automation solution (a.k.a, configure, price, quote, or CPQ). Send more professional and more accurate quotes in less time. IQX integrates with Zoho, Dynamics, Salesforce, Oracle, and more with ease, and includes custom proposal templates, centralized product and pricing configuration, sales quote tracking and reporting tools, and much more. Per-user, per-month pricing. Learn more about iQuoteXpress iQuoteXpress (IQX) is an affordable, fully supported, sales proposal automation solution. Integrates w/CRM & ERP or use standalone. Learn more about iQuoteXpress
Cincom CPQ software is an enterprise configure-price-quote platform that improves the buying experience for B2B customers. Beginning with product configuration, Cincom CPQ creates real-time pricing and quoting options with guided recommendations, and delivers a proposal on the fly. With expert knowledge at their fingertips, sales reps, dealers and resellers have all of the data they need to sell. More importantly, customers have all of the information they need to order and buy. Learn more about Cincom CPQ Cincom CPQ cuts sales costs, creates a better buyer experience and increases margins on complex sales deals. Learn more about Cincom CPQ
Our clients tell us they are 35% more efficient when they use Huddle to manage bids and proposals. With Huddle you get an easier way to assemble bid teams, request files, collaborate and co-edit documents, and control file versions. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Huddle is cloud-based - it's easy to deploy, and comes with no set-up costs. Its also approved for government tenders. Learn more about Huddle Better team collaboration across your bid and proposal management process, means faster opportunity-to-revenue! Learn more about Huddle
Apttus CPQ is the #1 enterprise multi-channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily - Click the Button on the Right to watch our Demo. It handles simple to highly complex product & pricing configurations across all sales channels (field, telesales, partners, E-Commerce). It is part of a complete suite of, integrated applications that enable the Quote-to-Cash process: Contracts, Incentives, Billing and Order Mgmt. and E-Commerce. Learn more about Apttus CPQ Apttus CPQ is designed to help companies configure, price and quote deals accurately, quickly, and easily. Learn more about Apttus CPQ
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. Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. Small business owners and freelancers have tripled their bookings and saved multiple hours a day using HoneyBook tools. $1/month for 6 months with code "ALLINONE" :) Tools for the modern creative professional: proposals, contracts, payments, and more. $1/Month for 6 months with code "ALLINONE" :)
At RFP360, we leverage the best innovations technology can offer to simplify the RFP process. Maybe you send out RFPs and are looking for a better way to compare responses. Or maybe you respond to RFPs and want to be able to find and reuse past content faster. Either way, we can help. With our industry-leading RFP software, we empower people like you to focus more time and energy on what really matters your core business. At RFP360, we leverage the best innovations technology can offer to simplify the RFP process.
ClientPoint helps you win more business, get higher close rates, shorter sales cycles & lightning fast proposal creation with our top rated sales enablement solution. Quickly create, send, manage and track engaging multimedia eBrochures, proposals, price and product quotes, contracts, presentations and more. Integrates with Salesforce, Microsoft Dynamics, NetSuite, Hubspot, Zoho, Base, DocuSign, Sertifi and Right Signature. Sales & marketing teams looking to improve their online relationship with prospects & clients. We tie SaaS together into a ClientPoint.
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. Proposable empowers your company to create, track, and sign all your proposals without the headaches.
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. SmartDocs transforms Microsoft Word into an easy proposal creation tool. Improve productivity from Day 1. Powerful yet easy-to-use.
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. Online quoting and proposal tool that allows to accept quotes and proposals instantly, and integrates with Xero and QuickBooks Online.
Seismic provides a multi-faceted, scalable solution for proposals and RFPs, including an automated approach to personalizing the story, smart workflows and features for managing institutional knowledge, and problem-solving tools for proposal communications. Empower sellers to deliver faster, better proposals - proposals that differentiate and win.
RFPIO is a cloud-based response management platform that helps companies streamline their business proposal efforts, submit high-quality responses, and create impactful revenue streams. With a patented import process and an AI-enabled recommendation engine, the solution goes beyond collaboration and automation and enables organizations to intelligently respond to complex documents like RFPs, RFIs, and Security Questionnaires, while making use of their best content and past performance data. RFPIO is an AI-enabled response management solution that enables organizations to intelligently respond to complex documents like RFPs.
QuoteWerks is an affordable turn-key quoting and proposal solution with over 86,000 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. QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process.
Loopio is the leading RFP Response Management software that helps businesses supercharge and scale their response process for RFPs, RFIs, DDQs, Security Questionnaires, and more. The proof is in the numbers. Loopio delivers results: * 37% increase in the number of responses completed, *10% decrease in sales cycle time, *35% decrease in time spent on crafting responses. Over 800+ of the world's best companies use Loopio to respond faster, improve response quality, and win more business. Loopio's leading RFP Response Management software helps businesses supercharge and scale responses to RFPs and Security Questionnaires.
RocketDocs is an integrated sales enablement platform that helps clients of all sizes and industries succeed by moving at the speed of sales, with the power of productivity. Our platform of solutions makes it easier than ever to create and respond to RFPs, RFIs, and questionnaires, as well as assemble and configure proposals, contracts, and sales collateral. With over 25 years of innovation under our belt, we know what it takes to build long-lasting, valuable, efficient solutions. Delivering a powerful proposal software & sales enablement tool to respond quickly, accurately & securely to proposals & questionnaires
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. Architecture, Engineering, and Construction Growth and Relationship Management¿ for CRM, proposal management, marketing.
Practice Ignition is a powerful way to run your client-focused business. Create and track proposals with built in contracts and engagement letters, bill clients with variable payment options (recurring, one time, etc.) and get important business insights all in one place. Then you can automate your accounting and workflow tasks through integrations. Practice Ignition will help you sign more clients, improve cash flow, streamline client on-boarding and forecast your company's success. Practice Ignition is a powerful way to manage your client-focused business. Proposals, contracts, billing, business intelligence +
Transform your document generation and create processes that connect all parts of your business. Create an easy, accurate, efficient flow of information across the document steps that make your business run. * Set up document templates, workflows and approvals * Wizard-based document creation * Share and collaborate on documents securely in real time * Keep documents safe and accessible in a central, secure cloud repository Web-based tool that helps businesses automate document generation processes and by connecting all parts of business.
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, and turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing. Quote & Proposal Automation Anytime, Anywhere designed for IT Solution Providers
Collaborate with prospects in real time through dynamic proposals. Assign next steps to potential customers (with deadlines), bring multiple decision makers together, share sales content, and chat in real time. Every step of the way. Eliminate inaccurate forecasting by knowing exactly who looked at your content, who they shared it with, and the required next steps. Send collaborative proposal that guide prospects through the buyer journey. Assign next steps, share content, and chat in realtime.
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. Create beautiful proposals without fighting software or digging through old files. Spend more time on clients, less time on proposals.
2018 APMP Vendor of the Year. Produce professional sales documents faster to win more deals! Qvidian is a perfect fit for companies of 1000 employees or more. Drive efficiency with a single trusted content library. Expedite RFP draft creation with intelligent AutoFill. Streamline content approvals with automated workflows. Measure results with visual analytics dashboards. On average, Upland Qvidian clients report increasing productivity by 40% and win rates by 28%. Qvidian is a cloud RFP and Proposal Automation software that empowers enterprises to increase win rates. 2018 APMP Vendor of the Year.
Salesforce CPQ delivers automated sales quoting 5 to 10 times faster and easier to deploy than traditional CPQ applications. With out-of-the-box capabilities like Guided Selling and Pricing & Discount Schedules, you can save your sales reps' time while turning around accurate, branded proposals at greater speed all without leaving Salesforce. Streamline the process that affects sales all the way through to revenue recognition all in one place. Salesforce CPQ automates sales quotes enabling companies to configure product, price appropriately, generate quotes, and manage orders.
Simplify the way you create, send and track professional proposal documents. If you're a solo user or a company with dozens of quote and proposal writers, QuoteOnSite recovers lost time wasted on quoting. Show discounts, keep track of P&L on each quote (or for all quotes), create price lists for re-use, request quote approvals easily and defined your use hierarchy. Integrate QuoteOnSite to your website using the contact form plugin; quotes are auto-generated from website requests. Growing and high-performing teams use QuoteOnSite to Create, Send and track beautiful quotes and proposals. No training required.
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! At Tilkee, we revolutionise the way you sell and market! We put intelligence and efficiency back into your sales & marketing processes.
EasyPQQ proposal and tender management software is specifically designed to save time, improve quality and help you win more work. It's the ideal solution for streamlining the process involved in completing all kinds of RFI, RFP, RFQ PQQ, ITT and all other types of bid. Functionality includes: content management; native search; auto-response suggestion, previous answer knowledge base; CVs & Case Study database; branding & design; reporting. Bid proposal and tender management software designed to save time, improve quality and help you win more work.
PROPRICER is a suite of industry leading proposal pricing tools used by more than 400 government contractors and agencies worldwide. PROPRICER continues to be an unparalleled solution for developing, submitting, analyzing, and revising cost proposals. Our software supports estimating and pricing teams, government cost analysts and managers during the entire acquisition cycle. PROPRICER software replaces homegrown and excel-based pricing tools with a centralized database-driven solution. Proposal pricing software used by federal agencies and contractors to replace homegrown and excel-based pricing tools.
Sofon is a Sales Automation solution that simplifies, accelerates and improves the sales process of customer specific products or services. Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations. Quotations can be automatically transformed into production orders. Sofon guides sales to choose the best product fulfilling the needs of the potential buyer and to help them to a buying decision. Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations
Increase your PWIN rate by 9.8% and save 66.7h per proposal with VisibleThread Docs. VisibleThread gives you back control of your content by helping you analyze and optimize thousands of documents quickly and accurately. If you are shredding multiple RFPs, scanning documents for compliance or reviewing proposals for clarity and consistency, then VisibleThread can help you. Customers include Boeing, General Dynamics, Northrop Grumman and 9 of the top 15 US Govt contractors. Document analysis solution designed to help businesses generate compliance matrices, manage bids, maintain document versions and more
The leading Sales Management Software "from Contact to Contract" created to help our clients build strong & permanent operational methodologies throughout their company. WeSuite provides lead management, powerful & flexible quote & proposal generation, real time reporting, in-the-field quoting & surveying, in addition to over 10 software modules targeted for business improvement. WeSuite solutions provide immediate ROI & ongoing savings along with excellence in training & ongoing support. Provides lead management, sales estimating and quote & sign with customers from the initial contact to the end contract.
Proposal and contract creation software with a database of sample proposals as well as project management and estimating features. Thousands of pages of included content (templates, samples, how-to guides). Hundreds of visual design themes. Works on Mac and Windows (optional included Wizard software requires Word for Windows). Software helps create customized templates for all types of proposals - business proposals, grants, contracts, quotes, bids and other detailed business documents. Proposal and contract creation software with a database of sample proposals as well as project management and estimating features.
We are disrupting document tracking and eSigning. Document tracking and electronic signatures are often used separately. Combine them, add intelligent sales automation and see the difference in number of closed deals. GetAccept users close 83% more deals than industry average. GetAccept offering sales proposal workflow, eSignatures, video introductions, document analytics, deal accelerator and much more! Create your free account today and learn the secret behind successful sales. Double Your Close Rate with Intelligent Sales Proposals Automation including eSigning to close more deals.
For 25 years, Expedience Software's award-winning RFP & Proposal solution has helped sales and proposal teams create beautiful, branded, persuasive proposals in Microsoft Word. Expedience leads the industry with its innovative extension of MS Office, including advanced automation and Excel integration to produce winning proposals, Excel RFPs, SOWs, DDQs, and more. With customers worldwide, Expedience is the premier solution for financial, healthcare, legal, manufacturing, technology, and more. Proposal professionals and sales teams create beautiful, branded, persuasive proposals and RFP responses in Microsoft Word.
Qorus brings your best minds and content together to create proposals that win. Customize and assemble proposals up to five times faster without endlessly searching through files and use our powerful recommendations engine to enable your team to find the most up to date and relevant components, even as your content library continues to expand. Build personalized proposals targeted to your prospects in minutes versus hours. Qorus is an intuitive sales enablement solution that enables teams to create RFPs, proposals & pitches more efficiently & accurately.
XaitPorter is a complete all-in-one co-authoring software solution for teams to collaboratively create, manage and produce documents. Streamline and optimize your document production to maximize your revenue from bids and proposals and other business-critical documents. The X factor for winning bids and proposals.XaitPorter is the benchmark team co-authoring and automation solution.
Privia provides an array of products to help organizations streamline the entire bid, capture & proposal process from pipeline management & reporting to teammate collaboration & proposal development. Unlike other document & collaboration tools, Privia is focused on combining all workflows & documents as you evaluate bids and develop proposals. We also offer a wide variety of professional services, including a team of proposal experts who are available to augment your proposal team. Integrates document management, productivity tools and best-practice workflows in a workspace for government contractors and partners.
MiClient offers complete solution for Proposal Management; from creating a proposal to the closure. With the inclusion of automated Client On-boarding process, assure greater conversion rate and improved Client Experience. This also helps you to understand your proposals and get all the details to increase your Closures. Reduce the Churn and convert more proposals to Active Invoices. An effortless way to Deliver Winning Proposals, Automate Client On-boarding and improve Payment Collection experience.
Meridian for RFP Analysis not only automates the complex process of requirements managements, it also expedites the development of annotated outlines, compliance and cross-reference matrices, and author worksheets for narrative input. It can even assemble the authors narrative into a draft proposal. If you want to be better prepared for kick-off meetings, provide your proposal team with the critical proposal artifacts needed to develop a winning proposal and save time, please contact us! Automates RFP/Contract requirements management, creates annotated outlines, compliance/cross-reference matrices and author worksheets.
Proposa merges design and data that influences decision. Sales professionals don't have to be an artist to create stunningly beautiful and smart interactive proposals. Instead of using the tired Powerpoint deck, or worse, an unformatted email, Proposa sends web-based proposals that influences decision. Intelligence is built right in. Know when you're top of mind and when your prospects are reading your proposals. Gather important intel on what sections of your proposal are being. Ditch Powerpoints and create & send beautiful online proposals in seconds, track prospect behavior, and win more deals, faster.
Save time for daily tasks replacing your boring sales keynotes with turbocharged responsive online proposals. Track everything in just one place, from the first version to the last one and create your invoice by connecting with any software using Zapier. Software for proposal management with templates built in for quick use, as well as advanced quotation features.
Zbizlink is a dynamic, cloud-based proposal management tool that combines six core business applications into a single tool to help small to corporate proposal teams automate the proposal process.Its engineered to ease government and commercial proposals and support the full business development lifecycle with super-smart, time-saving features RFP Parser, global autofill, role-specific dashboards, customizable templates and much more.Discover partner potential and qualified resources. Tool to manage the proposal process with templates to help your team collaborate and get organized.Finish the proposal 3Xs fast!
Zywave Code SixFour is a benefits consulting platform that empowers insurance agents and benefits brokers to deliver better, more strategic outcomes to their clients. Its technology platform allows you to automate content, provide better data management and simplify administration. Zywave Code SixFour is a platform for benefit brokers to automate quoting, proposals, benchmarking, & claims analysis for their clients
Shred /Parse documents (RFPs) & generate Compliance Matrices (including X-Ref), Find Differences between versions, Generate real RACI matrices, Readability with Ranking per "what is important to you", Find & Validate Acronyms & more. -- Gives you control via Dynamic Tasks, Templates, Dictionaries with weighted values that reveal the significance or important content & more. Secure in your own environment (SCIF) -- Customers include Boeing, General Dynamics, AECOM, Raytheon, L3Harris, & others. A document analysis application for consultants & small to large companies. Generate Compliance Matrices, other artifacts & reports.
Intralinks is the most trusted financial technology provider for information sharing in the global banking, dealmaking and capital markets. Our award-winning virtual data rooms (VDRs) facilitate more than 7500 transactions annually and support more than four million users from all over the world. Our dedicated services team provides the industrys best service and support for mergers and acquisitions, alternative investments, and banking and securities. Use our artificial intelligence-assisted Intralinks VDRs are the leading solution for high-stakes, strategic transactions from M&A due diligence to partnership negotiation.
Customers such as Lockheed Martin Aerospace, Rockwell Collins, Northrop Grumman and Boeing use infoRouter in their proposal development departments to generate and manage massive content for their proposals. A huge number of documents, graphics and complicated technical text must be created, managed and reviewed by a community of authors. Reusing standard text, using standardized forms to capture information can be critical. InfoRouter provides all the right tools to accomplish these tasks. InfoRouter provides all the right tools to help manage the complicated process of putting together winning proposals.
Easy to set up and easy to use, DealHub creates the perfect brand experience on every quote, proposal, order form, contract, and agreement you send. Automate sales workflows, approvals and track buyer engagement. Close more deals, faster, with our end-to-end solution. The DealHub solution is native within Salesforce CRM and Microsoft Dynamics CRM. Easy to set up and easy to use, DealHub creates the perfect brand experience on every quote, proposal, contract or agreement you send.
Powerful software for contractors who sell and install AV, Security, Medical, IT and Electronic Systems.Works with QuickBooks, Online Product Library with 100,000+ AV and Security Products. 30 Day risk free guarantee. Project management solution that enables contractors to create professional proposals, manage product data & handle sales prospects.
Create beautiful proposals using pre-built templates, with approved content blocks, and customer data from your CRM or ERP system. With the Armatic template editor you can create beautiful proposals, SOWs, Quotes and Contracts to be used across your organization in a managed and controlled framework and fully integrated into your invoice and billing process. Create beautiful proposals using pre-built templates, with approved content blocks, and customer data from your CRM or ERP system.
R3's WinCenter Software for Federal Government Contractors is a comprehensive system for Opportunity Pipeline Management. It helps you know what's going on with ALL your opportunities: - Real-time visibility into opportunities from ID through Award - One system for all the work - BD, capture, and proposal - High-level dashboard views of the entire opportunity pipeline - Drill-down access into the details, work, and activities of each opp - GovCon specific best practices and standards. R3's WinCenter Software for Federal Government Contractors is a comprehensive system for Opportunity Pipeline Management.
RFP Tool for Investment Fiduciaries: InHub's RFP solution allows users to create a customized RFP questionnaire, submit the questionnaire to chosen candidates, evaluate proposals side-by-side, take notes online and prudently document the entire process for a fiduciary audit file. Common RFPs types include Investment Consultant RFPs, Recordkeeper RFPs, Actuarial RFPs, Trustee RFPs, Investment Manager RFPs and more. Sample RFP questions, potential candidates and additional services are offered. InHub is evolving the way the institutional investment community hires by bringing the RFP process online through 1 simple technology.
Business proposal and sales quotation software that provides alerts, sales forecasting, images/videos adding, and legal compliance. Business proposal and sales quotation software that provides alerts, sales forecasting, images/videos adding, and legal compliance.
The new standard in services CPQ. ScopeStack takes a complex presales process and creates a simple and easy method for delivering quick and accurate statements of work. ScopeStack provides a simple and easy method for delivering quick and accurate statements of work.
Create, send and track professional sales proposals that can be viewed/accepted by your client online, from any device. - Create templates of individual sections or entire proposals to save you time when creating proposals - Send online sales proposals to your clients that look great on all devices (computer, tablet, phone, etc.) - Integreate images and streaming video into the proposals - Get notified when your client first views the proposal - Track sales performance with sales analytics Create, send and track professional sales proposals that can be viewed and accepted by your client online, from any device.
Vendavo CPQ Cloud helps B2B organizations coordinate, control, and streamline their quote-to-cash processes by making sure sales reps have the right combinations of products and pricing for every situation, while spending less time on sales administrative tasks and more time on meeting customer expectations. With Vendavo CPQ Cloud, enterprises can now increase sales productivity and win rates while delivering an improved customer experience. As a result, elevated enterprise profitability. Enterprises can now increase sales productivity and win rates while delivering an improved customer experience.
Data-driven Configure, Price, Quote (CPQ) to maximize revenue and margin performance. The solutions data science-driven guidance provides recommendations for the right offer at the right price based on customer segmentation, buying patterns and willingness to pay. In addition, advanced guided selling allows you to intelligently cross-sell and upsell. Data-driven Configure, Price, Quote (CPQ) with price guidance to maximize revenue and margin performance.
PitchPerfect enables users to build high quality, fully branded pitch and BD documents in seconds, pulling content from a single CMS (MS SharePoint). Add, edit, and move content from within Microsoft Word and PowerPoint, without using a wizard-based or online system, simply by using the dynamic PitchPerfect ribbon. Search through and insert content easily with configurable search fields and our inbuilt preview tool. Record pitch data to automatically create visualisations and reports. On-premise tool that enables users to build high quality proposal and BD documents directly within Microsoft Word and PowerPoint.
Thousands of European Tender Portals in One Tool. Translated and Tailored for Your Business. Finding relevant tenders has never been easier. See something you like? One click is all we need. Our unique Tender Fingerprint algorithm processes the tender you are viewing and creates an unique fingerprint so we can match it to relevant tenders in the future. No time wasted selecting categories or setting filters. No more keywords needed. Thousands of Tender Portals in One Tool. Translated and Tailored for Your Business. Finding relevant tenders has never been easier.
Create effective quotes with a nice template, descriptions, images, and send them to your customers within a click. Beat your competitors to the punch: as soon as your customer asks you for a quotation, you can generate it in seconds, even when you are with your customer and you're not in your office, because quotadoo works in the secure cloud and you can access it everywhere. Create effective quotes with a nice template, descriptions, images, and send them to your customers within a click. Use it everywhere.
seProposals is THE easy-to-use proposal and quoting platform. Your sales people can create visually stunning proposals quickly. You can lock down information they are not permitted to edit--ensuring text approved by legal doesn't get altered, while fostering collaboration on content that speaks to prospects. Sales and marketing staff create the proposals on-the-fly--with as much flexibility or restraint as you allow. seProposals is highly customizable and integrated with leading CRM solutions Easy-to-use Proposal AND Quoting platform. Let your sales people create visually stunning PDFs--FAST. Create proposals anywhere.
Powerful web-based platform built to help hospitality sales professionals drive group sales. Shift sales proposals and brochures to a complete online experience. Powerful web-based platform built to help hospitality sales professionals drive group sales. Shift sales proposals and brochures online
Collaborative platform for quote management for buyer & supplier side. Assessments, pricing, vendor management, contract execution. Collaborative platform for quote management for buyer & supplier side. Assessments, pricing, vendor management, contract execution.
Lancelot was designed to make it as easy as possible for freelancers, service professionals and small businesses to create beautiful proposals. Create professional and fully customizable proposals, track clients opens and views, accept signatures online and much more. Lancelot was designed to make it as easy as possible to create beautiful proposals.
Quote Anything in Minutes - Any Pricing, Any Currency, Any Language, Any Design. Save time and eliminate costly errors by managing your products, pricing and proposals all in one place. Integrates with Salesforce, HubSpot, Pipedrive and other CRM. Create and send winning proposals and quotes in minutes. Includes E-Sign and proposal activity tracking.
Cabinet Pricing & Ordering software is a comprehensive and customizable ERP solution for cabinet manufacturers and kitchen & bath retail businesses and showrooms. It offers an error-free ordering process, proposal and customer management capabilities, easy management of dealer orders and return merch, access to vendors catalogs, convenient comparison and real-time price analysis of different vendors and styles, as well as seamless collaboration and communication solution. Cabinet Pricing & Ordering software is a completely customizable ERP solution designed to help kitchen businesses drive growth faster.
Propfire is online software that helps you create business proposals faster and easier. No frustrating design templates to modify. With Propfire you can create proposals on the fly, even right on your phone at a client meeting. You can then print a pdf of your proposal, share a link or embed the proposal on your own website. Propfire is online software that helps you create business proposals faster and easier. No frustrating templates. Easy and intuitive.
Quote Manager is a powerful add-on completely native within Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes. As a native solution, Quote Manager works with all the standard Dynamics features: word templates, PDF generation, email PDF, export to excel, dashboards, charts, email templates, Power Automate, Power BI. The system is future-proofed as new capabilities are added to Dynamics. Quote Manager is a powerful add-on completely native within Dynamics 365. Quoting faster. Reducing errors. Selling more.
Internet application which enables organizations to plan, assemble, review, store, and disseminate proposal information. VPC is a collaborative web browser based tool that provides configuration management, version control, intelligent search, and work flow tools. Internet application which enables organizations to plan, assemble, review, store, and disseminate proposal information.
A B2B proposal automation system that helps you win more sales by using our unique technology and knowledge management practices to create intelligently designed proposals. Proposal automation system that helps you win more sales by creating intelligently designed proposals.
Brings together automated product configuration, pricing and document generation into one platform for complex solution providers. Brings together automated product configuration, pricing and document generation into one platform for complex solution providers.
Presentation tool that allows you to create custom proposals for your customers - invoicing, follow up system and easy to add PDF docs. Presentation tool that allows you to create custom proposals for your customers - invoicing, follow up system and easy to add PDF docs.
Proposal writing solution for small businesses that helps gather project requirements with customizable online client questionnaires. Proposal writing solution for small businesses that helps gather project requirements with customizable online client questionnaires.