Alternatives to Jetbuilt

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

Our automated solution has revolutionized the way businesses create a request for proposals (RFP). Our automated solution breaks down RFPs in simple, easy to understand business requirements that can then be analyzed, graded and delivered in a simplified manner. We have eliminated the confusion, headaches, ambiguity, and guesswork that are inherent in traditional RFP processes. Our green alternative saves time, money and paper. A wizard-based process allows you to identify your unique requirements and create a GreenRFP. You can either create an RFP or contribute to one. This allows you to identify your SME's and solicit content or questions, or you can operate on your own. After you have completed your GreenRFP, it is possible to send it to your team for approval and alignment before it is sent out to potential vendors. Vendors who are able to participate in the RFP can collaborate with their team members and delegate their responses.

Loopio is a technology company that assists enterprises in supercharging their responses to RFPs and DDQs as well as Security Questionnaires. Since 2014, Loopio has been adopted by over 800+ global leaders, including DocuSign and FedEx. Loopio users can generate better responses by using a searchable library that is up-to-date with their intuitive RFP Content Management System. Intelligent import and question auto-detection make it easier to kickstart responses quicker. Users can stop answering the same questions over-and-over by letting their Magic Request Automation tool answer FAQs in one click. Loopio's flexible pricing options allow you to take advantage of the platform's intelligent content and automation features. You can also try the platform for free.

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

Proposify is an online proposal software that allows you to control and monitor the most important stage in your sales process. The close. You can be confident and flexible in all aspects of deal design and sign-off. Make sales documents that are consistent and error-free. Get the insights you need to scale your process, make timely contacts, and forecast accurately. Your customers and prospects will enjoy a seamless sign-off experience The features include an easy-to-use design editor, electronic signatures and CRM integrations. Data-driven insights, interactive pricing and content management are just a few of the many options.

Our solution platform simplifies the entire process from drafting and answering Requests for Proposals (RFPs), Requests for Information (RFIs), and Questionnaires to the creation and configuration of Proposals, Contracts, and Sales Materials, making it easier to collaborate and generate successful responses. We have meticulously designed our platform with a wide array of tools and features that focus on scalability, customization, and streamlined workflows. Among our essential functions are tailored workflows, live tracking, and the ability to manage an unlimited number of projects. Furthermore, all our solution packages include these key features, ensuring that you consistently have access to top-tier functionalities that enhance your productivity and effectiveness. With our platform, you can confidently tackle any project and achieve remarkable results.

PSQuote effectively bridges the gap in Configure, Price, Quote (CPQ) processes specifically for services. This solution offers a cohesive approach to quoting professional services, allowing you to focus more on service delivery rather than the quoting process. If your current method relies on spreadsheets for estimates rather than utilizing Salesforce, it can lead to a disjointed experience that separates sales from delivery. Such disconnects often result in revenue leakage, meaning potential profits are lost along the way. Additionally, it complicates the ability to track the alignment between what was sold and what was actually delivered. Recognizing these challenges, we are committed to providing a better solution for your needs. With PSQuote, you can automate and streamline your quoting processes, ensuring accurate estimates and quotes for services. The platform facilitates a smooth transition from sales to delivery, offering a holistic perspective on service operations from the estimation phase all the way through execution. Moreover, it enhances forecasting accuracy and provides valuable inputs for demand planning. By empowering your sales team to quote services in alignment with your delivery methods, PSQuote represents the culmination of extensive experience in developing quoting tools tailored for a variety of clients. Experience the difference with PSQuote and transform how you manage your service quotations.

reDock uses AI/machine learning to automate content search tasks. This allows anyone on your team to find relevant information without SME chasing, or drowning in irrelevant results. You can quickly find the most relevant information from all your data repositories, software systems, and help your team win more RFPs, get more projects, increase revenue, and grow your business.

QuoteRobot simplifies the process for web professionals to create effective proposals, invoices, and contracts effortlessly. With our expertly crafted themes for proposals, invoices, and quotes, you can present a polished image. Instead of relying on traditional word processing software, you have the option to select from our unique themes or design one tailored to your needs. QuoteRobot intelligently extracts line item information from your documents, enabling you to determine the appropriate charges for each item automatically. You can choose to start with a blank slate or take advantage of our ready-made proposal templates, allowing you to dispatch your quotes swiftly. Additionally, you can archive previous proposals to serve as templates for future offers. Sending a proposal to a prospective client is a breeze, as they can approve it through your dedicated subdomain with just one click, and you may also include a PDF attachment. Furthermore, you can effortlessly create a comprehensive project timeline that includes payment milestones, ensuring that your clients are aware of their payment responsibilities to maintain progress. This streamlined approach not only enhances efficiency but also fosters better client relationships.

Few scenarios can test the limits of a team like the pressure of crafting a response to an RFP with a looming deadline. Given the intricate details involved in AEC design and construction proposals, a significant number of technical and marketing professionals are needed to work collaboratively. A considerable amount of time is spent drafting and refining responses, while searching for previously submitted information detracts from the attention required for the current proposal. The key to being shortlisted often lies in providing personalized responses that resonate with a particular client's project. Our proposal software initiates the process with intelligent content creation, allowing for the digital capture of information that is both easily searchable and reusable, enabling rapid population of your bespoke proposal responses. Picture a tool that simplifies the proposal development process, allowing field staff, project managers, marketers, and executives to work together effortlessly to produce a standout proposal that meets all requirements. This innovative approach not only enhances efficiency but also elevates the quality of the submissions, making a significant difference in competitive bids.

Introducing a comprehensive software solution for proposals, contracts, and quoting that streamlines your sales process. Our innovative online quoting system serves as the ultimate tool for automating documents, enhancing your CRM capabilities, and equipping you with everything necessary to convert leads into loyal customers. There's no need to juggle between various applications such as word processors, CPQ tools, eSignature solutions, and follow-up emails anymore. With Quote Roller, you can effortlessly generate sales documents, utilize dynamic quoting features, obtain electronic signatures, and refine your sales operations simultaneously. Experience a remarkable 35% increase in your team's productivity. By removing repetitive tasks associated with sales quotes and replacing outdated PDF proposals, Quote Roller enables your representatives to finalize deals more swiftly. You can save valuable time—at least one hour per document and several hours on each deal. The automated manager review system streamlines the approval process, while locked content ensures compliance with marketing, accounting, and legal standards. Now, you can rely on consistent and professional sales quotes and business proposals without fail, ensuring a seamless experience for both your team and clients.

Ascend offers essential sales tools that empower your team for success. Ensure bids are executed properly, expedite deal closures, and enhance the precision of your team's estimates. Boost visibility, utilize historical data effectively, and increase project margins with intuitive software solutions. Minimize the time it takes to deliver quotes while enhancing the reliability of your estimates. Create proposals more efficiently using templates and specification documents for faster approvals. Gain insights into your pipeline to foresee capacity challenges earlier, and seamlessly connect your systems for straightforward access to all customer information. With these tools, your team can work smarter and achieve greater results.

Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

The seProposals pricing tool assists your sales personnel in generating quotes efficiently. Only users with the proper authorization have the ability to modify prices, alleviating concerns over unauthorized discounts or pricing mistakes. You can conveniently find essential materials like cover letters, case studies, and images within the asset library. This ensures that your sales representatives always have access to up-to-date, approved content for proposals, even if they are newcomers to the team. Additionally, seProposals features seamless line-item integration with most prominent CRM platforms, allowing you to harness the full capabilities of your CRM, enhance sales productivity, and minimize errors caused by unnecessary duplicate data entry. We tailor our templates to align with your brand and design requirements, ensuring that every proposal maintains your corporate identity, regardless of who drafts it. As a result, your proposals not only look professional but also save valuable sales time by eliminating the need for formatting. Moreover, this streamlined process enables your team to focus more on closing deals rather than on administrative tasks.

GovAIQ is an innovative platform that utilizes artificial intelligence to enhance the management of proposals, specifically tailored for contractors engaging with government Requests for Proposals (RFPs) and Requests for Quotations (RFQs). It equips users with tools to craft detailed responses efficiently without requiring a large workforce, while also providing analysts to swiftly assess and qualify incoming RFPs/RFQs. With its proposal agents, the platform facilitates intricate drafting and oversight of proposals, promoting collaborative efforts among team members, external partners, and consultants. Importantly, GovAIQ prioritizes data security by ensuring that client information is not utilized for training or shared elsewhere. Additionally, it grants insights into market trends and activities, alongside an AI-powered reasoning engine that autonomously adjusts agents for creating sophisticated proposals. Designed specifically for teams, the platform promotes effective collaboration and the integration of diverse expertise into streamlined proposal workflows. GovAIQ also allows for unlimited team formation and member invitations, which aids in fostering smooth coordination and project execution. As a beta offering from G2X Labs, it is made available without any expressed warranties and is continually evolving to meet user needs.

QorusDocs helps you create business-critical documents faster. QorusDocs offers intuitive, powerful solutions for pitch, proposal, and content management that help sales and business development teams bridge content gaps. QorusDocs allows teams to create accurate and current pitches, proposals and contracts. QorusDocs can be used on-premise or in the cloud. Qorus proposal software empowers your staff to create tailored responses 5X faster for proactive proposals and presentations, pitches, RFQs, RFPs, RFIs and RFQs. Our proposal management software was designed to help you win more business, whether you are in Managed IT Services or SaaS. QorusDocs QPilot, the QorusDocs Artificial Intelligence Assistant, allows QorusDocs to accelerate content research and content generation, and to simplify collaboration between sales, bid, marketing, and business development teams in order to deliver business-critical documents.

Indy is an adaptive and all-in-one management software that allows freelancers to track everything, from payments to proposals. Indy makes time management and organization easy so users can focus on their work. This platform includes a collection of contract, proposal, and form templates that make it easier to get clients. Users can assign tasks to specific projects or to categories using the task tracking system. The time tracker tool allows users to log and categorize time spent on tasks as they work. This makes it easy to balance multiple projects or create invoices. Indy can generate detailed invoices for clients when it's time to pay. In return, clients have peace of mind knowing Indy uses top payment methods such as PayPal and Zelle. Indy is a versatile and reliable tool that can be used with other tools such as Profiles, Drive and Client Contacts.

SAP CPQ, previously known as CallidusCloud CPQ, enhances the customer journey by equipping your sales personnel and partners with the capability to manage intricate product configurations, streamline pricing, and create visually appealing proposals. With the SAP CPQ platform, you can ensure that customers receive the most suitable product at the ideal price and moment, thereby accelerating sales across various channels through seamless integration with any CRM or ERP system. By enabling sales representatives to expedite transactions across multiple platforms, the solution helps eliminate ordering mistakes, produce proposals in real-time, and tailor pricing for specific customers and channels. This integration fosters intelligent and streamlined sales processes that expedite quote generation, simplify approval workflows, shorten sales cycles, and allow staff to concentrate on driving sales. Additionally, it enhances business intelligence to capitalize on sales opportunities, boost cross- and up-selling efforts, and fine-tune pricing strategies while safeguarding profit margins. Ultimately, implementing SAP CPQ can lead to a more efficient sales environment that drives growth and enhances customer satisfaction.

Proposa transforms the journey from prospect to customer through an intuitive interface that accelerates your workflow, allowing you to create proposals three times faster than before. With intelligent insights that surpass those of traditional applications, you'll find yourself closing deals more effectively. Although the canvas starts as a blank slate, it will quickly fill with your ideas. The design of Proposa is both elegant and user-friendly, ensuring you can focus solely on what is essential. With five versatile building blocks, Proposa opens the door to endless creative possibilities, enabling you to easily incorporate text, multimedia, tables, lists, or slideshows. There's no need to waste time replicating what has already been established; Proposa features a smart templating system that simplifies the process of utilizing and reusing content from your own library. You don't need to possess graphic design skills to craft visually captivating proposals, as Proposa takes care of the design intricacies for you. Just add and arrange your content, and you'll be delighted with the outcomes, just like your prospects will be. Additionally, stay informed about your proposals’ status with real-time notifications that alert you when your prospects view your submissions, ensuring you never miss a moment to engage. This functionality helps you maintain a competitive edge in your outreach efforts.

Better Proposals makes it easy to create, track, send, and sign business documents in a matter of minutes. It comes with over 200 pre-written templates for proposals, contracts and sign-offs. You can automate your entire sales process using the 40+ integrations.

GovSignals has developed a groundbreaking GovCon platform aimed at improving, streamlining, and speeding up the processes involved in pre-RFP intelligence, capture, proposal creation, and AI knowledge management. By leveraging innovative AI-driven solutions, we are revolutionizing the landscape of government contracting. Our mission is to disrupt a multi-billion dollar sector, allowing state-of-the-art private sector technologies to swiftly obtain government contracts, which in turn strengthens both national security and economic advancement. GovSignals offers the most sophisticated AI solution for government contracting currently available. Regardless of whether you're part of a small enterprise or a Fortune 500 company, our platform significantly boosts the number of solicitations that government contractors can engage with and equips them to craft compliant and successful proposals in mere hours instead of the traditional months. We don’t merely respond to government trends; we are at the forefront of them, and as one of the industry's leading government data aggregators, we possess a unique understanding of potential government actions. This insight allows our users to strategically position themselves in the competitive landscape of government contracts.

DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).

Catapult™, an all-in-one Request for Proposal Solution, streamlines procurement departments by automating repetitive workflows and automating. Catapult allows you to create and respond, score and evaluate responses, and negotiate contract terms. You can also collaborate with your team members on question structure and responses, as well as build and manage your content library to speed up RFP responses. Catapult's workflow automation has helped clients reduce the time it takes for them to respond by more than 90% and increase their output by 66% using the same headcount. These same results can be achieved by you too, while increasing your confidence in your questions' effectiveness and quality for any RFP engagements. This is a Catapult exclusive.

Super Proposal is an all-in-one platform that enhances the efficiency and ease of creating, managing, and delivering professional proposals. Tailored for a wide range of industries, it provides various templates and tools that accelerate the proposal writing process while improving overall effectiveness. The platform boasts a robust array of features, which includes customizable proposal templates, a user-friendly drag-and-drop interface, and automation capabilities to save time. Additionally, it facilitates real-time collaboration, offers a client portal for better engagement, and supports digital signatures for seamless approval. With version control, detailed analytics and reporting, integrated payment options, and secure cloud-based storage, Super Proposal stands as a versatile solution for businesses seeking to optimize their proposal workflows. This innovative platform not only simplifies the proposal process but also enhances the overall user experience, making it an essential tool for organizations aiming to elevate their proposals.

To get started with proposal automation and quoting software, you will need to spend days training or pay for help from an IT consultant who has a Ph.D. in APIs. iQuoteXpress, (IQX), does the heavy lifting to quickly deliver a fully supported, customized, and integrated sales proposal and quoting system. It's a simple to use, configure, price, and quote system. Your brand values should be reflected in your sales proposals. IQX templates for proposal design will ensure that every quote you give to a customer has the same look and feel. We will create a custom dashboard for your quoting system and load your products, services, pricing schedules and even customers and accounts. Analytics is essential for sales enablement. We'll set up the back-end tracking tools to provide you with complete oversight and ensure that no proposal or business opportunity is missed.

WorkflowMax is a cost-effective, feature-rich solution that can help you increase project profitability. WorkflowMax is a cloud-based online workflow and job manager product from Xero. It has been used by more than 10,000 companies. These include time tracking, quoting, streamlined billing, job management, insights and reporting. WorkflowMax is ideal for creative agencies, engineers, surveyors and lawyers, IT companies and construction firms, consultants, and anyone who bills time.

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.

Reclaim time, profitability and cash flow with Ignition by automating proposals, billing, payment collection and workflows in a single platform. Ignition is the leading contracts, billing and collections automation platform for accounting and professional services businesses to spark greater efficiency and profitability. With a vision to transform how professional services and their clients do business together, Ignition empowers 7,500+ businesses to reach their full revenue potential. To date, Ignition customers have engaged 2 million clients and generated US $9b in revenue via the platform. Ignition’s 180–strong global workforce spans Australia, Canada, New Zealand, the Philippines, US and the UK.

Quickly produce customized and detailed quotes, securely store them in the cloud, and effortlessly send them to your clients with a single click. Our goal was to design an intuitive and practical tool. With the help of a brief video tutorial, you can master quotadoo® in just a matter of minutes. By utilizing quotadoo®, you can significantly cut down the time it takes to generate and dispatch your quotes. Reclaim valuable hours in your workday with quotadoo® and take control of your schedule. Enhance the effectiveness of your quotes with a polished and compelling presentation. Experience time savings of up to 90% compared to traditional methods. Dazzle your clients and stay ahead of the competition: generate and present your quote instantly while meeting clients, using your tablet. There’s no need for installations; thanks to our secure Cloud technology, quotadoo® is accessible whenever you need it, whether you’re in the office, at home, or on the go. This ensures that you can always be prepared to meet your clients' needs, no matter where you are.

Streamline your best practices, processes, and standards to support your proposal creators, sales personnel, and subject matter experts. Rest assured, the user-friendly design ensures that they will embrace it effortlessly. We would be delighted to assist you in measuring the potential impact your organization could achieve by investing in Expedience Software. Click here to initiate a Return on Investment (ROI) assessment. During this brief 15-minute session, we will ask you 20 straightforward questions to evaluate and score the quality and scalability of your existing proposals. Relying on manual proposal processes may be costing you significantly more than you think, as these outdated models not only waste valuable time but also diminish the productivity of proposal writers, sales team members, senior staff, and subject experts. The most effective proposal software integrates with the most advanced Generative AI available. Expedience automates your proposals within the platforms your team currently utilizes—Microsoft Word. This integration has become even more powerful with the introduction of Microsoft Copilot, the leading AI solution for crafting sales proposals. By harnessing this synergy, you can elevate your proposal creation process to new heights of efficiency and effectiveness.

From straightforward transactions to intricate sales processes, we have the solutions you need. WeEstimate, along with our specialized feature modules, offers customizable options to cater to national accounts, contract pricing, various catalogs, differing tax codes, advanced reporting, and the numerous sales hurdles encountered by larger, multi-location businesses. Meanwhile, WeSuite provides small to medium-sized enterprises with robust tools that fit their scale and budget, facilitating growth. Our sales management software and mobile applications enable your team to operate more effectively, present with professionalism, and enhance sales performance by streamlining and automating the entire quote-to-close journey. The ease of coordination and collaboration has reached new heights, as real-time, centralized information ensures that all team members remain aligned and focused on shared objectives. By leveraging pipeline insights and comprehensive sales analytics, you can make informed business choices that drive your organization forward and boost profitability. Ultimately, our solutions are designed to empower your team while propelling your business to new heights of success.

Flowcase, previously known as CV Partner, enables professional services organizations to effortlessly craft customized resumes, CVs, and case studies, thereby increasing their chances of winning bids while saving time. This innovative platform revolutionizes the management of CVs and case studies, allowing firms to efficiently tailor their credentials for various tenders. Users can swiftly emphasize the most pertinent experiences for each bid and proposal, and conveniently export their CVs and case studies in formats like Word, PowerPoint, and PDF. With its advanced search capabilities, finding the right team members for proposals becomes straightforward. The system facilitates easy customization and highlighting of relevant content for each submission, ensuring that CVs and case studies remain consistently updated and maintain a uniform layout. Additionally, customizable templates eliminate the need for tedious copy-pasting, making the process smoother. Collaboration with other companies on proposals is simplified, leading to enhanced consistency and quality across submissions. Flowcase consolidates all of these features into a single workflow, providing one cohesive system for managing all stakeholders involved in the proposal process. Moreover, the implementation of master CVs for each employee allows for a unified interface for data entry, streamlining the entire process even further.

Followup CRM is a simple CRM for sales and project management that's designed for construction companies. It will provide visibility into your team's activities, allow you to report on your progress internally and open up channels of transparency for collaboration between teams. This CRM will give you everything you need to make your business a success. Convert won opportunities into projects seamlessly, without losing any data. Track milestones, manage processes and integrate with other systems to ensure timely delivery and happy customers. Every business knows that winning a client is just the beginning. Customer relationships are only as good as the people who work together to deliver the product or service.

ClientTether is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

Relevant Match is a desktop app that measures the progress of your written proposal compared to the RFP/Solicitation key points. Developed over 20 years of working proposals. It jump starts your key themes, then keeps you on target. Competitive proposals are scored, not read. Relevant Match examines the work statement like a fingerprint, then calculates a match score and keeps track of each version, so you can rewrite and mature the proposal efficiently. Upload your Word or .PDF documents in just two clicks. One more click launches the analysis feature giving you insight into the proposal. The whole cycle takes about 15 minutes, so you can run the analysis as quickly as you make changes in your proposal. Easily communicate progress to executives and teams. No in-app advertisements, no bloatware, and no connection to the internet. It’s designed to be used in any situation where your proposal must be protected, including in a SCIF environment. Save time, save money, boost Pwin! That's the power of Relevant Match!

Routzy is an innovative iPad application designed for sales that combines the advanced features of various business tools into a comprehensive mobile sales hub. Transform your leads into loyal customers today by ensuring all communications with prospects and clients are neatly organized in one central location. Ideal for on-the-go sales teams, Routzy swiftly generates optimized sales routes, allowing you to maximize your time in the field. You can craft impressive quotes instantly, enhancing your chances of closing deals while you’re out and about. Furthermore, it enables you to digitize existing paperwork and deploy customized forms to handle various scenarios seamlessly. Elevate your sales presentations to effectively convey your ideas and strengthen your pitches. With Dropbox integration, you can easily access contact information and monitor team activities. Routzy essentially turns your iPad into the quintessential standalone sales tool. In summary, this application merges the robust features and capabilities of multiple business productivity apps into one efficient sales platform, empowering sales teams to operate more effectively.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Create your pricing and statement of work in just one straightforward step. With the ScopeStack platform, you can effortlessly select features from various technology categories, streamlining the scoping process considerably. Say goodbye to spending endless hours in front of your computer wrestling with word templates and correcting grammar. As you select features and functions, the ScopeStack platform automatically generates the scope for you. Additionally, you can visually assess the profitability of your projects and leverage essential business metrics for automatic project approval, making the entire process even more efficient and insightful.

The next decade will see a revolution in the language technology. We help organizations navigate this change successfully. We use cutting-edge solutions for natural language processing to help companies create compelling content in bids and proposals. We create bespoke language engines that are unique to each customer. We work together on a strategic program to deploy these language engines in order to achieve the benefits of producing and analysing compelling and compliant corporate material at scale. We work with our clients to identify the biggest growth challenges they face and determine where language technology will have the greatest impact on their business. Together, we explore how language tech can be deployed throughout the organisation to drive business growth.

It's more than just writing marketing copy or a pirate poem. Domain-aware generative AI securely uses your proprietary enterprise data in order to create unique and deeply technical content that is written in the voice of your company. Rohan, for example, creates contextually relevant content for proposals, grant applications, white papers and more, using historical data from your company. Create robust drafts based on your own data in hours or even days, giving you more time to focus on quality. Automatically generate detailed technical content to answer RFP questions. Instantly synthesize highly-technical information relevant to grant applications. Perform instantaneous deep diving of internal data in order to improve submissions.

Ombud is a RevOps tool that's built on a foundation in sales engineering, response management and enterprise-level RevOps. We go beyond simple automation and knowledge management to offer context-aware intelligent assistance. This allows RevOps teams achieve significant efficiency gains, reduce costs, and exceed growth goals. Ombuddies are AI enabled, context-aware assistants that support different roles within Revenue Operations. They automate routine task and provide real-time guidance for specific roles, boosting productivity and cutting costs. The Response Management Ombuddy will be your AI assistant to help you with the heavy lifting involved in creating, reviewing and submitting proposals, responses and other documents.

Selling services can be quite challenging, but since 10-30% of your company's revenue depends on it, it's crucial to get it right. WorkRails offers a solution for SaaS businesses by enhancing user adoption and minimizing churn rates. By breaking down the barriers between your sales and professional services teams, you can foster stronger connections. WorkRails improves alignment and minimizes friction across departments, enabling a collective achievement of success. When scoping is done correctly, it leads to enhanced customer engagement. With WorkRails, you can quickly and accurately scope service engagements, facilitating faster and more efficient planning while mitigating risks and scope creep. The era of laboriously entering data into complex spreadsheets to manage professional and managed services is over. To achieve unprecedented sales success, harness the power of automation and watch your deals multiply beyond your expectations. Embracing these changes will not only streamline your processes but also empower your teams to focus on what truly matters—serving your clients effectively.

The hybrid workplace is now a permanent fixture, and organizations that leverage its potential will be well-positioned to maximize their benefits. The Solution Engineering Tool, commonly referred to as "SET," is a software solution designed to empower business pursuit teams throughout the vital stages of the business acquisition process. It acts as a catalyst for enhancing your company's overall growth trajectory. By utilizing SET, professionals in business development, capture management, and proposal writing can engage in the critical strategic planning necessary to secure federal, state, local, and commercial contracts, including recompetes. Available in both cloud-based (on-demand) and on-premises formats, SET arrives just in time to meet the demands of the evolving work environment. With the capabilities that SET provides, you can effectively and succinctly respond to the key questions that arise when preparing a competitive bid. Furthermore, government contracting firms often invest considerable resources in formulating strategies and plans for their targeted pursuits. Embracing SET can streamline these efforts, ultimately leading to more successful outcomes in the bidding process.

Develop a comprehensive memory layer to thoroughly explore your data. Accelerate the drafting of responses with Generative AI that is specifically tailored to your organization’s curated content library and knowledge assets. Evaluate and scrutinize documents to identify essential criteria and assist in making informed bid or no-bid decisions. Generate outlines, concise summaries, and extract valuable insights. This encompasses all the necessary components for creating a cohesive and effective bidding organization, from searching for tenders to securing contract awards. Achieve complete visibility over your opportunity pipeline to effectively prepare, prioritize, and allocate resources. Enhance bid results with an unparalleled level of coordination, control, consistency, and adherence to compliance standards. Gain a comprehensive overview of the bid status at any stage, enabling proactive risk management. Bidhive now integrates with more than 60 different platforms, allowing seamless data sharing wherever it's needed. Our dedicated team of integration experts is available to help you establish and optimize the setup using our custom API, ensuring everything runs smoothly and efficiently. By leveraging these advanced tools and resources, your bidding process can become more streamlined and successful.

Tailored for B2B companies aiming to boost their win rates, streamline response management, and acquire deeper insights for enhanced decision-making and a unique customer experience, Avnio offers transformative automation solutions. With 'Avnio automation,' we are bridging the gaps in the sales process. Whether your goal is to generate flawless proposals through the Avnio Response Cloud, optimize your Salesforce data utilization via Avnio Tables, or access immediate answers on-the-go with The Avnio Assistant, our offerings cater to your needs. At the core of our solutions lies advanced technologies like machine learning, GPT, and natural language processing. Each action contributes to Avnio's growing intelligence and precision, allowing you to concentrate on what truly matters — your customers. Since our inception, Avnio has embraced a remote work culture, which is why collaboration is fundamentally integrated into our approach. Furthermore, all of our solutions are designed to seamlessly integrate with your preferred applications, including Slack, Teams, and Salesforce Chatter, ensuring a smooth user experience. By leveraging these partnerships, we enhance productivity and foster a more connected work environment.

Enhance the efficiency and quality of your business proposals with Quoters, which allows you to create distinctive sales documents for your clients while optimizing content reuse and cost management to save both time and money. Streamline your proposal process and elevate their appearance to significantly improve your productivity levels. Progress to a new standard by crafting unique sales documents that are accessible from anywhere, with Quoters offering unlimited functionality across all plans. In scenarios where a company's triumph hinges on an individual, Quoters becomes an essential tool for generating quotes, enabling you to concentrate on what truly matters: your business's growth. Utilize Quoters in the cloud to produce visually appealing and professional sales proposals, ensuring that your price quotes accurately reflect your brand's image. Effortlessly monitor the different versions of your projects while allowing clients to accept your proposals online, as securing immediate approval for your quotes can often prove challenging. Therefore, you have the flexibility to create as many versions as necessary, and once you’ve successfully persuaded your client, they can conveniently sign the quote online, making the entire process seamless and efficient. This innovative approach not only saves time but also enhances client satisfaction and engagement.

For those who handle projects, jobs, and teams regularly, Trackfront emerges as the ultimate tool for enhancing speed, intelligence, and efficiency in your work processes. The versatile array of tools offered by Trackfront can be utilized individually or in combination, tailored to fit your specific requirements. Furthermore, each tool can be personalized to align with your unique working style, allowing you to truly make it your own. Swiftly responding to potential leads with a tailored proposal significantly boosts your chances of securing new business opportunities. Trackfront streamlines the process of creating precise cost estimates and bespoke proposals with remarkable ease. Navigating the complexities of collaborating with clients or internal teams across various projects can prove to be quite daunting. However, Trackfront simplifies project collaboration by effectively organizing all communications, file sharing, approvals, project phases, milestones, deadlines, and much more. Ensuring your team remains on budget is the fastest route to maximizing profitability. With Trackfront, the management of time and expenses becomes effortlessly straightforward, empowering you to focus on what truly matters—delivering exceptional results. Ultimately, Trackfront is designed to elevate your project management experience, transforming challenges into seamless workflows.