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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Planlined is a software solution designed specifically for employee-benefits brokers to facilitate benefit proposals. It handles U.S. group-health proposals, not property-and-casualty quoting or employer enrollment administration. It transforms quotes from carriers, SBCs, invoices, and rate sheets into easy-to-understand side-by-side comparisons, as well as branded proposal books and comprehensive employee benefit guides. Initially launched in 2025 under the name BART (Benefit Analysis Reporting Tool), it addresses the cumbersome task of manually entering data during renewal season. Instead of re-keying information from carrier PDFs into spreadsheets or presentations, Planlined streamlines this process by allowing users to upload their existing documents. The software automatically extracts plan data, presenting it in a normalized comparison format and highlighting any uncertainties for verification against the original source before sending it to clients. Once a case has been approved, users can export a customized proposal book and an employee enrollment guide, both featuring the branding elements of the agency, such as logos and color schemes. Since the data for both documents is derived from the same source files, consistency is maintained throughout. Additionally, plans and cases are archived in libraries for easy access during the next renewal period, while client share links allow for effortless sharing of comparisons without the need for attachments, enhancing convenience and efficiency. This innovative approach not only saves time but also minimizes errors, ultimately improving client satisfaction.

Description

tenderOS is an AI proposal generation platform built to automate the creation of RFQ and RFP responses using a company’s own historical documents. Businesses can upload past proposals, contracts, quotes, specification sheets, and other files without manually cleaning or tagging the archive first. The platform analyzes those materials to learn the organization’s tone, section structure, pricing approach, compliance language, branding, and common service descriptions. When a new opportunity arrives, tenderOS can draft a structured proposal that reflects the company’s previous work rather than relying on a generic writing template. Sales teams can review, edit, and approve the generated response instead of rebuilding recurring sections and pricing information manually. The system supports branded templates, PDF exports, proposal status tracking, and field mapping between opportunities and proposal content. It can be used independently or connected with CRM platforms such as Salesforce, Odoo, HubSpot, GoHighLevel, Zoho, and Pipedrive. CRM integrations allow proposal activity and status information to remain connected with the sales pipeline and associated opportunities. tenderOS is intended for manufacturers, energy companies, engineering firms, distributors, professional services organizations, and other businesses that regularly compete through formal bids and proposals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

GoHighLevel No 
HubSpot CRM No 
Odoo No 
Pipedrive No 
Salesforce No 
Zoho CRM No 

Integrations

GoHighLevel Yes 
HubSpot CRM Yes 
Odoo Yes 
Pipedrive Yes 
Salesforce Yes 
Zoho CRM Yes 

Pricing Details

$75/month
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

BART Technologies Inc

Founded

2025

Country

United States

Website

planlined.com

Vendor Details

Company Name

Webisoft

Founded

2016

Country

Canada

Website

tender-os.io

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration No 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

RFQ

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