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Proposal Management Software
Proposal Management software helps companies manage the proposal and RFP process. Bidders may quickly create strong business proposals and responses to RFPs that are tailored to the needs of each proposal. Proposal Management tools are helpful in automating the more cumbersome aspects of proposal writing while maintaining a detailed and professional-looking document. Some Proposal Management solutions are also a good fit for companies that are soliciting proposals. In this case, proposal software helps to organise and evaluate various aspects of multiple proposals at once. Proposal software is related to Quoting software, Contract Management software, and Professional Services Automation software. Find the best proposal management software for your organisation in Australia. Read more Read less
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262 results
Quote & Proposal Automation Anytime, Anywhere designed for IT Solution Providers
Learn more about ConnectWise CPQ
ConnectWise CPQ (formerly ConnectWise Sell) offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generate quotes, follow up on them, & turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, & ConnectWise PSA provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.
Learn more about ConnectWise CPQ
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Flag RFPs for bid/no-bid, assignments, etc. directly from MS Word. Collaborate real-time with custom reports & automatic notifications.
Learn more about Expedience Proposal Software
With Expedience, proposal managers stay inside MS Word while capturing requirements, clarifications, bid/no bid, assignments, win themes & more! Collaborate in real-time within Office 365. Leverage modern MS Word comments to produce custom reports & automatically notify SMEs. Ensure complete visibility with clean & simple reports pushed right to Excel! Answer Word, Excel & Web RFPs with simple & intuitive Word-based content library that enforces consistent formatting, branding & messaging.
Learn more about Expedience Proposal Software
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Responsive’s (formerly RFPIO) Strategic Response Management SaaS platform automates the work that goes into RFPs, RFIs, DDQs and more.
Learn more about Responsive (formerly RFPIO)
Responsive (formerly RFPIO) develops intelligent, automated software that transforms how organizations share and exchange critical information. With Responsive, the leading strategic response management platform, response teams automate up to 80% or more of RFPs in seconds and develop higher quality responses 40% faster. AI-driven efficiencies go far beyond RFPs, helping frontline teams to also streamline RFIs, security questionnaires, DDQs, risk assessments, and more.
Learn more about Responsive (formerly RFPIO)
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
PandaDoc is an all-in-one tool to create, edit, send, track, and eSign Proposals and other business documents quickly and easily.
Learn more about PandaDoc
PandaDoc is an all-in-one tool to create, edit, track, and eSign Proposals quickly and easily. Discover a better way to generate professional-looking proposals. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, APIs, and 24/7 live human support. Our average user creates a proposal in under 4 min and reports a 20% increase in closed rates. Join 50,000 businesses that automate proposals, speed up the pipeline, and win more deals!
Learn more about PandaDoc
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
QorusDocs is AI-powered proposal management software that creates sales responses that stand out.
Learn more about QorusDocs
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
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
CV Partner is used by leading professional services firms to manage their CVs and Case Studies and to win more bids and proposals.
Learn more about CV Partner
CV Partner is a SaaS tool to automate how you manage CVs/Resumes and Case Studies for bids and proposals. With CV Partner, you can tailor your company's CVs and credentials for tenders, bids or RFPs. Also, the tool allow for effortless exporting of CVs and Case Studies to Word, PowerPoint and PDF, including client and bid specific templates. Companies who use CV Partner spend 50% less time updating CVs and Case Studies, and is used by leading brands in the professional services industry.
Learn more about CV Partner
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Cincom CPQ cuts sales costs, creates a better buyer experience and increases margins on complex sales deals.
Learn more about Cincom CPQ
Cincom CPQ is an omnichannel configure-price-quote platform that improves the B2B buying and selling experience. Beginning with product configuration, Cincom CPQ creates real-time pricing and fast quoting with guided recommendations to handle dynamic product promotions and specialized pricing.
With expert knowledge at their fingertips, sales reps, dealers and resellers have all of the data they need to easily deliver custom, branded proposals in a fraction of the time.
Learn more about Cincom CPQ
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Respond to RFPs in minutes. Starting at just $39 a seat, IQX includes proposal templates, product/pricing config, free support, & more.
Learn more about iQuoteXpress
Respond to proposals faster and more professionally with iQuoteXpress, an RFP response tool made by salespeople FOR salespeople. Starting at just $39 a seat, IQX lets you create RFP responses and sales quotes in just a few minutes. Use standalone or integrate with HubSpot, Zoho, Dynamics, Salesforce, Shopify, and more. IQX includes custom proposal templates, centralized product and pricing configuration, sales quote tracking and reporting tools, and FREE support.
Learn more about iQuoteXpress
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Proteus' proposal tool means you can write complex proposals faster, with 100% accuracy and win more business.
Learn more about Proteus
Use Proteus to write flawless and consistent proposals for your clients faster. Built by project experts for companies in large capital investment sectors, Proteus brings winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Stay in control of your sales process and projections with dashboards and reporting tools, and win more business by tracking and monitoring all your new client opportunities.
Learn more about Proteus
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
End-to-end automated proposal management, made easy with Jotform Enterprise
Learn more about Jotform
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
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
DocuSign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence
DocuSign is changing how business gets done by empowering more than 250,000 companies and more than 100 million users in 188 countries to send, sign and manage agreements anytime, anywhere, on any device with trust and confidence.
DocuSign replaces printing, faxing, scanning and overnighting paper documents to transact business. Their technology enables organizations of every size, industry and geography to make every agreement fully digital to keep life and business moving forward.
Learn more about DocuSign
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Everything you need to manage projects: pipeline, proposals, contracts, payments, and more.
Start your 7 day free trial today.
Proposal management software for independent professionals—that's HoneyBook.
HoneyBook makes it easy to book more clients, manage projects, and get paid all in one place.
With proposals, invoices, contracts, payments, and scheduling at your fingertips, you have everything you need to give clients a great experience.
Start your 7 day free trial today.
Learn more about HoneyBook
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management, and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment.
Learn more about Deltek Vision
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Local product
Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations.
Create the perfect proposal, pitch, sales quote and more with Qwilr.
Stand out from the crowd with Qwilr's easy to use page builder, extensive image and video library, designer-created templates and more. Add interactive quotes, e-sign, and automate essential sales tasks with integrations to your CRM and business software. Move conversations forward faster with page notifications and analytics on how the page is viewed.
Learn more about Qwilr
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Business management platform that comes with CRM, HRM, financial management, and project management.
Business management platform that comes with CRM, HRM, financial management, and project management.
Learn more about Agiled
Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Sage 100 is an ERP platform for growing and medium-sized sales and manufacturing companies.
Sage 100 is the right ERP solution for your industry. Sage 100 is an ERP platform for growing and medium-sized sales and manufacturing companies. It is the ERP solution for medium-sized companies that want to design their business processes individually. Sage 100 offers you integrated applications for every company area, which you can easily put together individually.
Learn more about Sage 100
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
RFP360 empowers sourcing and procurement teams to centralize their entire RFx (RFP, RFI, RFQ) process in a single, digital workspace.
RFP360 empowers sourcing and procurement teams to centralize their RFx process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. In addition to making smarter buying choices, customers improve efficiency, mitigate risk and increase engagement when issuing RFPs, RFIs, RFQs, vendor assessments and more. Our request management software introduces digital transformation and automation into purchasing routines.
Learn more about RFP360
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Proposify's the proposal software that gives you control and visibility into the most important stage of your sales process. The close.
Proposify is the online proposal software that gives control and visibility into the most important stage of your sales process. From deal design to sign-off, get the confidence and flexibility to manage and close all your quotes, contracts, and proposals.
Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. And deliver a seamless sign-off experience for your customers and prospects.
Learn more about Proposify
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process.
QuoteWerks is an affordable turn-key quoting and proposal solution with over 88,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectWise, salesforce, MS Dynamics CRM, HubSpot, Zoho, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, TD Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more.
Learn more about QuoteWerks
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Our enterprise platform helps you manage business relationship workspaces for each of your prospects, customers and partners.
Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. Pricing (starting at $95/seat) varies depending on your company needs.
Learn more about ClientPoint
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Web based software that takes the work out of proposal creation and helps you win business faster.
Better Proposals helps you impress clients at first sight with high-quality proposals that look great on any device. Customize one of 100+ professionally designed templates or create your own in a few minutes thanks to its intuitive editor. And once your proposals are sent, you'll know exactly when they were received, opened, read, printed, forwarded, and signed.
Learn more about Better Proposals
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
SmartDocs transforms Microsoft Word into an easy proposal creation tool. Improve productivity from Day 1. Powerful yet easy-to-use.
SmartDocs brings state-of-the-art proposal automation tools right into Microsoft Word's intuitive and user-friendly environment. Our customers see a productivity improvement of up to 80%. That means what takes you days or weeks to produce will now take mere minutes to create with SmartDocs. No IT professional is needed to implement and maintain SmartDocs. Your team will centralize approved content, automate templates, and eliminate costly mistakes. Scalable for teams of 5 to 5000+ writers.
Learn more about SmartDocs
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Check out relayto.com/showcase and book a meeting with us: https://rla.to/meet-with-relayto
RELAYTO is the #1 Interactive Experience platform that transforms your static content (PDFs, MP4s, images, blogs) into engaging interactive experiences, enabling viewers to choose their own path and self-educate.
With RELAYTO, you can create an unlimited number of public and private interactive experiences equipped with security, permissions and user management to control who has access to your content. https://rla.to/pitch
Learn more about Relayto
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Ploomes is the largest CRM company based in Latin America, unifying CRM features with workflows and proposal automations.
Ploomes is the largest CRM company based in Latin America, helping leaders and sales managers on solving the main issue with CRM implementation: engagement. Unifying CRM features with workflows and proposal automations, Ploomes becomes the Sales hub of operations, granting visibility and trustful data to leaders and managers.
Learn more about Ploomes
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Local product
Ignition is an all-in-one platform to automate and optimize proposals, client agreements, billing and payment collection.
Ignition is an all-in-one platform for professional services that empowers businesses to get paid faster, and run smarter.
Automate and optimize your proposals, client agreements, billing and payment collection to put an end to late payments, unbilled work and mundane repetitive admin.
With Ignition, accounting and professional services businesses get paid faster for all of their work, are more efficient and become more profitable.
Learn more about Ignition
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
17hats is your premier small business management platform.
17hats provides a single hub for client communications, proposals, contracts, online payments, project management, bookkeeping, client management, and more. Designed to eliminate busy work, 17hats simplifies repetitive tasks with templates and automated workflows. At home or on the go, more than 40,000 entrepreneurs use 17hats to organize, systemize, get paid faster, grow their businesses, and land more clients.
Learn more about 17hats
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Proposable empowers your company to create, track, and sign all your proposals without the headaches.
Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals, to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.
Learn more about Proposable
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Quotient streamlines the quoting and proposal process, making it easy to create, send, and manage quotes. Your customers will love it.
Quotient is simple to use online quoting and proposal software that lets you create, send, and manage your quotes. You'll save time, look more professional, and make more money with Quotient. It runs in a web browser – on Mac, Windows, and mobile iOS/Android. Quotient seamlessly integrates with Zapier, Xero, QuickBooks Online, Insightly, Capsule and MailChimp.
Learn more about Quotient
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Conga Composer ensures creation, delivery, and storage of documents, driving revenue success and growth.
Conga Composer is the go-to solution for creating beautiful, accurate digital documents using pre-built or customized templates auto-populated with data from Salesforce.
And, with the Conga Composer API, you can easily embed document generation solutions into any website, application, and/or platform, and populate documents with data from any system of record while sending and saving those documents as needed.
Learn more about Conga Document Generation
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
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
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Professional proposal management software. Create beautiful proposals with ease. Impress your clients and win more projects.
Professional proposal management software. Create beautiful proposals with ease. Impress your clients and win more projects.
With Prospero, you can create beautiful proposals, track their performance and get them signed by your clients digitally from any device.
Choose from a variety of pre-made content and templates, save your own sections and templates, save lots of time, and integrate with payments, CRMs, and invoicing tools.
You can invite your team members and set permissions and roles.
Learn more about Prospero
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Achieve more results with an online CRM that was designed for photographers and creative entrepreneurs.
Grow faster and better using a CRM system that is designed to support the needs of individual entrepreneurs and creative businesses. You can access customer data anytime and take actions when you need it, and not after deadlines or important dates.
Learn more about Alboom CRM
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
partnertribe is designed for professionals and businesses that are looking for a "lean" deal flow management system
Want to create a digital business proposal effortlessly? Partnertribe is the tool for you! It helps you quickly build online proposals and share them with your prospects. They will see the proposal just like a web page and will be able to review and sign it online. Partnertribe also includes an automatic form builder to collect leads from your marketing campaigns and a related CRM to manage commercial opportunities, all in one place.
Learn more about partnertribe
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
RocketDocs' proposal management and sales enablement solutions boost your efficiency and empower your success.
RocketDocs' proposal management and sales enablement solutions leverage an integrated content hub to boost your efficiency and empower your success. With over 25 years of experience in the response management industry, we know what it takes to build long-lasting, valuable, efficient solutions.
Create faster responses, better proposals, and bigger wins.
Learn more about RocketDocs
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Loopio's leading RFP response management software helps mid-large businesses supercharge and scale responses to RFPs.
Loopio is the leading RFP response management software for mid-large organizations. We help companies supercharge and scale their response process for RFPs, RFIs, DDQs, Security Questionnaires, and more.
Loopio delivers results: *51% increase in the number of responses completed, *85% win more business, *42% decrease in time spent on crafting responses.
Over 1300+ companies use Loopio to respond faster, improve response quality, and win more business.
Learn more about Loopio
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Architecture, Engineering, and Construction Growth and Relationship Management for CRM, proposal management, marketing.
Construction, Architecture and Engineering proposal management. Grow revenue, decrease costs of winning new business and end chaos with Cosential "Growth and Relationship Management" software for CRM, proposal management, marketing and more. With Cosential, you can identify the right opportunities, leverage internal experience, understand relationship history, generate winning proposals, organize teaming opportunities, dramatically speed up the bid process, and more. See a 30-minute demo.
Learn more about Unanet CRM by Cosential
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Bonsai is the only tool you need to run your business. Manage your clients, deliver great work, get paid, and track your finances.
Bonsai is the all-in-one product suite for small agencies, solopreneurs, freelancers, and contractors. Bonsai streamlines every aspect of your workflow, from proposals, scheduling, to invoicing, task management to time track, tax prep, business banking and beyond.
Learn more about Bonsai
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Manage all your business-critical document processes from one system. Use workflows to eradicate manual tasks and increase efficiency.
DocFlite (Powered by QuoteOnSite) provides a central hub for SME’s that need to take control of document processes.
Manage a multitude of document types including Quotes, Proposals, Contracts and Feedback Forms.
Workflows seamlessly connect different processes together improving overall efficiency.
Integrate with HubSpot, SalesForce, QuickBooks, Sage and Xero to streamline your entire process.
Learn more about DocFlite
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Collaborate on cross-border bids and proposals with ease, improve your proposal management process and reduce your time-to-revenue.
Our clients tell us they are 35% more efficient when they use Ideagen Huddle to manage bids and proposals.
It gives you an easier way to assemble bid teams, request files, collaborate, co-edit documents and control versions - all approved to government tender standards. Built-in approval workflow means you'll never miss a deadline and our free mobile app keeps you connected even when you're on the road. Ideagen Huddle is cloud-based too - easy to deploy, and comes with no set-up costs.
Learn more about Ideagen Huddle
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
The government contract proposal pricing software that helps develop, analyze, submit, and negotiate cost and pricing data.
ProPricer is a proposal pricing software built to produce solutions to maximize efficiency and accuracy in the development, submission, evaluation, negotiation, and audit of proposal pricing. From storage of historical proposal data to ease of generating various reports,
ProPricer empowers Government Contractors to quickly and easily build custom proposals, perform what-if analyses, and integrate all proposal data—all with one software platform.
Learn more about ProPricer
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Oneflow transforms the outdated contract process into a wonderfully connected pre-sign, sign, and post-sign digital experience.
Oneflow automates entire contract process from creating to e-signing and managing, all in one place. Turning clunky, static agreements into truly digital contracts.
Create and collaborate your contracts directly in the browser. Sign with a click. Manage lifecycle and get contract insights. Integrate seamlessly with your CRM.
Processes are faster, decisions are better, and deals are quicker. It’s an easier, smoother, and smarter way for teams of all shapes and sizes to handle their contracts.
Learn more about Oneflow
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Quoter is your sales system that increases capacity and reduces purchasing friction.
More than 30% of sales-related activities can be automated.
With Quoter, your team can send winning sales quotes in seconds. Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.
Our unlimited user pricing plans coupled with our automation workflows allow you to empower more of your staff to sell, without fear of losing control.
Learn more about Quoter
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Take your revenue to new heights. Sell and bill on one platform. Configure, Price, and Quote complex deals all on the world's #1 CRM.
Take your revenue to new heights. Sell and bill on one platform. Configure, Price, and Quote complex deals all on the world's #1 CRM. Unify sales and finance with complete visibility across the customer lifecycle from quote to retention. Give Sales teams and channel partners the necessary tools to quickly configure, price and quote complex solutions. Automate discounts, pricing, and approvals to maximize revenue and margins
Learn more about Salesforce CPQ & Billing
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Wethos is made for freelancers, by freelancers. Create proposals, invoice clients, and get paid - without switching tabs.
Made for freelancers, by freelancers, Wethos aims to help freelancers run and scale their businesses. With access to crowd-sourced pricing recommendations, Wethos helps freelancers create proposals, invoice clients, and get paid - all in one place. Work smarter and more efficiently with Wethos' templated scopes of work, services, and contract terms. Pitch bigger projects, expand your offerings, and raise your rates - all from Wethos.
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Create beautiful proposals without fighting software or digging through old files. Spend more time on clients, less time on proposals.
We've spoken at length with hundreds of successful consultants and agencies about proposals. Here's what we learned:
Delivering proposals is a constant struggle with procrastination, overly-complex tools, and scattered organization.
Nusii is designed from the ground up to help you create beautiful proposals without fighting software or digging through old files.
Spend more time on your clients, and less time on proposals. We think you'll win more business that way.
Learn more about Nusii
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Consolidate your entire deal (deal notes, resources, next steps)
Consolidate your entire deal (notes, resources, next steps) all in one collaborative workspace.
Hold reps accountable with a deal engagement score, deadlines, and automatic email reminders.
Create and duplicate templates with one click. Make sure your reps sell with consistency and nothing falls through the cracks.
See buyer activity and deal engagement with interactive dashboards, so you know exactly what's happening in your deals.
Save your deals. Sell smarter. Close consistently.
Learn more about Recapped
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Build personalized workspaces for each deal, uncover blindspots and win more deals.
Aligned is a collaborative workspace for sellers & buyers. It streamlines complex deals by bringing all conversations, stakeholders, next-step management, and buyer resources into a single, shared workspace for each deal. Aligned simplifies and enhances the buying experience. Buyer committees are empowered to make faster decisions by removing friction and aligning at every step of the sales process. Sellers gain more control over deals, higher engagement, faster deal progression, and visibility
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
With Qvidian, sales and proposal teams can create standout proposals, presentations, and sales documents in record time—and win more!
Upland Qvidian automates away the tedious and frustrating parts of your RFx response and proposal processes. With Qvidian, sales and proposal teams can collaborate effortlessly to quickly deliver polished and compliant proposals, presentations, and sales documents.
Worldwide, over 200,000+ users trust Qvidian to meet deadlines, tame proposal chaos, and win more deals.
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Easy to set up and easy to use, DealHub creates the perfect brand experience on every quote, proposal, contract or agreement you send.
One Sales Conversation in One Location.
Close deals faster by bringing your buyer and seller together into a collaborative digital experience.
DealHub’s DealRoom sales proposal software technology enables sales teams to quickly compile and generate customized business proposals into one convenient and easy-to-send digital room, while delivering an intuitive experience, personalized content and all the information customers need in every stage of the buying journey.
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
Local product
Realtair allows agents to create, edit and send prospecting, pre-list and proposal presentations in minutes.
Realtair is the leading end-to-end property sales platform designed for real estate. Realtair allows agents to create, edit and send prospecting, pre-list and proposal presentations in minutes. Unlike other proposal builders, once you win the listing, easily create and send a contract to seal the deal, then set up a property campaign for the upcoming auction or take offers online. Experience the true end-to-end real estate workflow.
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Features
- Document Management
- Content Library
- Audit Trail
- Electronic Signature
- Workflow Management
- Version Control
- Knowledge Base Management
- Proposal Generation
- Approval Process Control
- Automatic Formatting
