Alternatives to Meridian for Proposal Teams

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. Visit our website to learn more or to book a demo at www.proposify.com.

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

XaitAI aims at increasing the quality and efficiency in the proposal process. Ideal for complex documents, proposals, and tenders where teams can make better informed decisions faster and avoid the "blank pages" delays. Analyze bids quickly, identify key decision points and delegate work. Save time by identifying relevant content suggestions quickly. Eliminate uncertainty and hesitation in the decision-making and writing processes. XaitAI can save a lot of time, especially for teams working on large, complex proposals, bids and tenders. Unlike a search, XaitAI understands your business data and makes suggestions based on its findings. XaitAI is a tool that we envision as a supplement and aid to the bid and proposal development process. XaitAI is able to identify patterns and trends by learning and understanding the data you provide and how you use it.

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.

Nothing is worse than a team working to meet a tight deadline for a RFP response. AEC design and construction proposals are technical in nature, so they require both marketing staff and technical staff. Writing and rewriting proposals takes hours. It's distracting to focus on the current proposal and not to search for information that has already been submitted. It is important to create tailored responses to each client's specific project. This will ultimately lead to a shortlisted proposal. Our proposal software allows you to quickly create custom proposals by capturing the content once it is digitally captured. Imagine a tool that makes it easy to create proposals. To create an outstanding proposal, field staff, marketers, project managers, and executives can all work seamlessly together.

The Ultimate Business Document Software! ProposalSmartz is a great software that creates all important documents such as business proposals, letters and contracts, invoices, estimates, and invoices. ProposalSmartz makes it easy to close business leads quickly by creating winning proposals in minutes. It's time for you to say goodbye to expensive content writers. Proposalsmartz offers professional business proposals, letters and contracts, as well as invoices and estimates, that are written by industry professionals. This easy-to-use software for business proposals will save you the cost of hiring expensive content writers. In just three easy steps, you can create business proposals and other documents and then publish them. Proposalsmartz proposal software offers a wide range of templates for business proposals, depending on your industry. You can search for the template you need and then choose to use it. All Proposalsmartz business proposal templates have been reviewed and created.

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.

Virtual Proposal Center (VPC), a browser-based collaborative application, allows multi-partner proposal teams to have a shared work center and access to the tools and information required to create successful proposals. VPC is easy to use, secure and flexible. VPC is an essential part of the proposal development process. It has intuitive document, workflow, and configuration management features. Intravation was founded in 1996 and has since grown to be the leading provider of collaborative, easy-to-use proposal management tools. We are committed to helping our customers improve their productivity and quality through more efficient proposal managing. We offer a web-based, flexible, and collaborative content development platform. Based on customer feedback, we constantly improve our product.

Qorus makes it easier to create business-critical documents. Qorus is a powerful content management tool that helps sales and business development teams bridge content gaps. It offers intuitive, intuitive pitch, proposal, and content management solutions. Qorus allows teams to create accurate and current pitches, proposals and contracts. Qorus can be used on-premise or in the cloud. Qorus proposal management software allows your team to create customized responses for proactive proposals, presentations and pitches, RFQs, and RFPs up to 5X faster. Our proposal management software can be used by anyone in Managed IT Services or SaaS, Professional Services or Legal. It is designed to help you remain competitive and win more business.

ProposalPad allows you to respond to new business opportunities more efficiently, with higher productivity, and with the consistent quality proposals and presentations that you want. ProposalPad is an online proposal system that's designed for small businesses. It makes it easy to create professional-quality proposals. This PDF proposal service makes it easy to create your own customized proposals. Simply upload your company information, logo, and services once and you can start creating proposals that will set you apart from the rest. The settings dashboard will show you exactly where you are. How many testimonials, references, and percentage of your proposals have been accepted? All of your contacts can be managed in one place. To save time, you can import contacts from other applications.

The new way to manage CVs and Case Studies. You can easily manage and customize your company's credentials to tenders. Highlight the most relevant experience for each proposal and bid. Export CVs and Case Studies quickly and easily to Word, PowerPoint, and PDF. Advanced search can be used to locate the right people for your proposal. You can easily tailor and highlight the relevant content for each proposal. You can always find the most recent CVs and case studies in one layout. You can create your own templates so that you don't have to copy paste. Collaborate with other companies to create proposals. Improve consistency and quality of proposals These are some of our core benefits and features. One Workflow. All stakeholders can be managed in one system. Master CVs. A master CV for each employee gives you one interface for data input. Case studies. Case studies can be added to your proposals. Bespoke proposals Templates allow you to quickly format the way you present your knowledge and experience within your organization.

XaitWebProposal helps you create custom mini-websites, without the need for a web developer. Ideal for sales teams and proposal teams who want to save time, engage with buyers and keep the discussion flowing. Engagement provides insight into opportunities. XaitWebProposal is a fast and unique way to stand out in the crowd. XaitWebProposal automatically manages content and layout for professional documents that are on-brand. XaitWebProposal automates mini-sites based upon your content and layout, saving you time. Interaction accelerates sales cycles, XaitWebProposal keeps the conversation flowing with its interactive experience.

Public tender responses are a complex process that requires you to be familiar with and follow certain steps. Gather and organize all elements that will be included in the bid package in the order specified in the tender instructions. All elements required for your bids: company presentation and CSR, safety, quality, standard waste management plan, etc. All administrative documents necessary for your bid. They all have a uniform appearance: DC1 and DC2 forms in France, certificates, official company registrations, etc. A publishing engine allows for optimized content layout. It makes it easier to personalise and fine-tune responses. It also allows for archiving and tracking of bids. Proposal Studio allows you to personalise and choose the text, images, and documents used in business proposals or bids. Even if the RFP instructions specify a specific format, it is easy to do this. Expert in proposal management with over 8,000 salespeople.

Nulius' editor is easy to use. You can easily migrate your proposals and begin creating them with no learning curve. Select the best template and cover for your proposal. Insert pricing tables, logos, or other images and adjust the details. You can see the progress of your closing by recording everything that happens to your proposal. You will receive an email notification for the most important events. Live notifications will be sent to you when your prospect accepts, denies, or opens your proposal. This allows you to respond quickly and win. Use formulas to automate calculations and update, and save time with custom fields. Use our Content Library to reuse content and avoid writing the same content twice. These insights will help you engage clients. Find out how long your client spent reading the proposal. Segmented by page and version. Get detailed reports for any period to find out who is your top performing teammate.

This simple tool allows you to create business proposals that stand out from the rest. Duuers proposal editor makes it 10x faster to create proposals than your current tools. You can either choose from pre-made templates or create your own. This saves both time and effort. You will make your customer feel valued right away. You can create a positive customer experience by using ready-made, well-designed quote templates. It is easy to read and open the offer. You can instantly answer customer questions and provide more information. This will help you win more deals. When the customer accepts, comments on, or opens the offer, you will be notified. It is easier to win trades by being able to modify submitted offers immediately, without having to submit again. No matter who the bidder is, always present a professional-looking offer. Your company's products and services should be promoted in a cohesive way.

Conga Collaborate can cut down on time sales teams spend creating content or putting together information for proposals. Engaging online documents can help you save time. Say hello to improved productivity and simplified workflows. Based on Salesforce data, create customized documents with the right content for the right time. Instead of putting together proposals, your reps can focus on selling. There will be no more mistakes and more time to connect. Your proposal makes your case. Engage your audience quickly using rich media such as video. You can track and analyze how your prospect interacts with the document you have sent. Conga products are purpose-built for seamless integration so that you can automate, streamline and streamline your commercial operations from beginning to end.

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, vendor assessments and more.

SmartDocs from 36Software is an innovative tool that converts Word into a simple content management solution. SmartDocs is a tool that can help you save time, money, and create better content. SmartDocs offers many features, including reusable snippets and reusable variables, document snaps, intuitive user interfaces, content maps, status notifications, and more. SmartDocs is available in three editions--Professional, Express and Desktop--and all are scalable to fit the needs and sizes of teams.

Orbidal's proven methods and best practices, as well as competition insights, are helping growth-oriented businesses move from 60% average score to winning scores of over 90%. Our complete bidding system combines all the content, tools, and strategies you need to submit successful bids time after time. It is based on the insights and expertise of over 7,000 international proposals. Machine learning is used to further improve your bid success. Many enterprises don't know how bids are scored and what it takes to achieve a 90% winning score. Orbidal's intelligent content, winning templates, and many tools will help you achieve higher scoring responses. All RFP responses are saved, so you can bid, win, and repeat. The platform's systematic approach allows you to easily engage with colleagues and gather contributions.

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.

A productivity suite designed for you. We understand the hustle and bustle. We make it easy to handle the tough stuff so you can spend more of your time doing what you love. You can get things done faster and easier so that you can spend less time managing your company and more time doing what you love. All in one: Record, report, and get paid. In minutes, you can send your clients lawyer-vetted contracts. All your work files can be kept in one place so you can easily share them with clients. You can manage tasks easily and stay organized so that you can concentrate on the important things. It's one thing to manage your time. It's another thing to manage expectations. Our tools make it easier to keep your clients informed and up-to-date. With a flexible proposal builder and estimate generator, you can start new client relationships with confidence. To keep track of important details, organize and add clients to your client database.

Never let a deal slip or fail to follow up with a customer. All businesses that are growing face the same fundamental problems. You lose track of your leads, get lost under emails, and forget to follow up. The good news is that you can get rid of all this by using Funnel. Funnel can solve them all. Try Funnel CRM for free for 14 days. Simple CRM software that tracks leads and manages follow-ups. Less data entry means more sales. It's quick and easy. To create contact forms, you can use our easy form builder. Copy the code and paste it into your website. Contact form submissions allow you to place deals in a sales funnel instead of an inbox. Know when customers have viewed your messages. Impress your customers with professionally-formatted proposals. Multiple currencies supported. Funnel creates and maintains your contacts list based on the information that they provide through contact forms. No effort required. To reply to customers, you can use your favorite email client and your mobile phone.

AI allows you to create new proposals based on your previous proposals. Sign up for free or choose the plan that best suits your team. Upload your old documents to Google Drive or Dropbox. Use Docue for faster sales proposals and quotes. Sign up for free and upload your previous proposals to create new proposals faster.

Meridian for RFP Analysis provides a reliable solution for managing request for proposals (RFPs) for state, federal, or local bids. Meridian for RFP Analysis is available with on-premise deployment and supports Windows OS operating systems. It provides critical proposal artifacts that can be used to help your organization develop a winning proposal. Meridian for RFP Analysis allows you to create detailed proposal outlines and conduct efficient analysis of any RFP document.

A living space for complex deals. Mutual action plans that hold prospects accountable and ensure that nothing slips through the cracks. Keep everything in one place. Ensure clients complete the next steps. Clients, stakeholders, as well as team members, are kept accountable by automatic email reminders. Consolidate your entire deal in one place. No more scrolling through endless email threads or spreadsheets. One place for you and the client. Forecast deal outcomes accurately. Get visibility into the status and potential outcomes of your deals without complex reports. Jump in before it's too late. With repeatable playbooks, you can assemble your best reps. Use reusable templates to help everyone perform at their best. Integrate into your existing workflow. Recapped integrates seamlessly with Salesforce, Dropbox and Google Drive.

Proposeful allows you to send proposals and contracts, track clients' openings and close sales quicker with electronic signature. Proposeful is the ideal business proposal software. It allows you to quickly create beautiful proposals and share them with clients. Our business proposal software will let you know when a client opens your proposals and how long they spend on each. With just a few clicks, clients can accept your proposals. Connect Proposeful with your CRM and other tools to automate the submission of your proposals. Invite unlimited users to your account. They can reuse proposal templates and close deals easily. You can organize and search for proposals using tags to see how they performed. Our intelligent reports will allow you to track how clients interact with your proposals. You can track every client's access and see how long they spent on each section of your proposal. All templates are customizable.

Proposal Kit has been used by small and large businesses, as well as individuals in every industry, to create business proposals, plans, quotes, plans, and contracts for over twenty years. Download Proposal Kit now and you can get started in minutes. No ongoing subscription fees. Support is provided at no additional cost. Proposal Kit is ideal for times like these. Instead of paying monthly fees, save money with one low-cost purchase. All of our proposal packages include templates for all types businesses and situations, including healthcare and medical. Our staff is ready to help you create any type of proposal document that you require. Install locally, on your network, or in the cloud. Writing proposals and contracts for any business. Many situations require proposals and contracts. 15,000 page content library.

Upland Qvidian makes it easier to create a winning proposal, and respond to RFPs more efficiently. Upland Qvidian, a cloud-based, feature-rich proposal and RFP automation software solution for enterprises, streamlines content management and improves business efficiency through a single trusted content repository. Upland Qvidian offers many key benefits, including centralizing sales and proposal content and enabling real-time collaboration. It also ensures compliance and allows for the creation and delivery of professional documents.

In minutes, you can easily add content, fees, or designs to create persuasive proposals. This is ideal for salespeople, sales teams, or anyone who closes deals. You can get your sales proposals signed quicker with the eSignature feature. Client signatures can be captured online after they approve. You can also export to PDF. With a customized client landing page and attractive proposal templates, you'll impress your clients. You'll be notified instantly when clients open proposals and need follow-up. Bidsketch, proposal software, helps you close deals quickly. So you can concentrate on your work. It's proposal management that cuts down on proposal time, allows you to up-sell for more sales, and closes more deals in your sales pipeline. Bidsketch has been adopted by top businesses and sales teams. Thousands of people now close hundreds of millions of dollars in a shorter time frame than ever before.

One powerful platform to support all your tender and bid management goals and activities. Transform the way you work and achieve better results. Manage your sales pipeline, opportunities and resources intelligently. Automate the information requests, responses and approval activities to mobilize projects quickly. Create structured directories for content that can be updated and improved easily. Create a wider team to work, talk, share, learn and innovate. Integrated Public Procurement Portals, smarter opportunity identification and qualification tracking, and approval. Secure library with auto-population and easy search, and access to tender documents, questions and answers.

When creating a quote, the seProposals pricing engine will guide your sales team. Only authorized users can modify pricing. This means you don't need to worry about pricing errors or discounts that have not been approved. Access key resources like case studies, cover letters, and images from the asset library. You can ensure that your sales reps have the most current, approved content for proposals. This is true even if the material is new to you. seProposals integrates seamlessly with all major CRM systems. Maximize the power of your CRM to maximize sales efficiency and reduce errors caused by duplicate data entry. Our templates can be customized to match your brand and design specifications. Every proposal, no matter who it is created, follows your corporate style. Your proposals will look great, and you won't have to waste any sales time formatting them.

You can create professional, custom proposals on any device in seconds. You can either send the bid immediately or save it to your account for later. Pro-Posal will automatically set a reminder for follow-up within 7 days. This will be displayed on your dashboard calendar. Pro-Posal is a tool that allows you to communicate with customers. Log in to the program via our website, and then enter the dashboard. You don't want to create an account? No problem. Send us an email and Jessica will set up your account free of charge. Keep your contact information in Proposal so that you can follow up on the next service.

Proposal Manager allows you to manage all RFPs in any industry. This robust application can be integrated with your existing ERP system or MRP system to allow your sales team to access accurate product information on-demand. The application includes a user-maintained Product Configator. This configuration utility allows you to define all the features and options that you wish to offer and also establishes the price points for each option. You can easily add or remove options. This application also has the ability to manage customers and their contact information. This will allow you to quickly and efficiently create and deliver proposals. Proposal Manager is the perfect solution to automate the RFP process if your company is having difficulty creating and delivering accurate and complete proposals.

Effectively build, monitor, and close RFP businesses eProposal can help increase event and group bookings dramatically by responding to RFPs within minutes. A branded, web-based presentation that can be accessed in multiple languages allows you to quickly deliver a personal touch and media-rich RFP responses. You can create powerful proposals with personalized welcome messages, personalized videos, pre-designed content, and common files like floor plans, audio/visual overviews, and many other useful files. All of these files are readily available at your disposal. You can cut through the noise and deliver the face-to-face experience everyone wants to an online proposal. Highlights * Build quickly and easily on the fly * Personalize your proposal * Multi-language options * Respond to RFPs within minutes * Real-time notifications * Design approved by the brand

The hospitality sale is about matching your proposal with the planner's vision. SendSites allows sales managers to quickly create interactive propositions that make your property standout. Many proposals can be viewed on mobile devices. High-impact visuals and videos will make a lasting impression. They can be viewed on any device. SendSites proposals adjust to the screen size and look amazing. It's easy to use and makes you appear like a pro. SendSites was designed for salespeople. Our mission is to empower salespeople to create marketing-quality content and have the flexibility to close real deals. SendSites is a platform that allows you to create beautiful proposals that will sell your property. We focus on hospitality sales and can help you with all aspects of marketing. SendSites makes proposal development easy so you can concentrate on selling.

Automate your best practices, procedures, and standards to guide proposal writers, sales teams, subject experts, and other staff. It's so simple they'll use it. We would love to help you determine the potential impact Expedience Software will have on your business. Click here to request a Return-on-Investment (ROI) calculation. We will ask 20 questions to evaluate and grade your current proposal's quality and scalability in this 15-minute session. You may be paying far more for manual proposal processes than you realize. These models can waste time and reduce productivity for proposal writers, sales staff members, senior staff members, and subject experts. Worse, inconsistencies and mistakes could be costing you opportunities you would otherwise be gaining.

Our pricing and estimating tool captures all information necessary to develop cost proposals. The data can then be manipulated to create cost breakdowns or roll-ups in any way you like. Our government proposal software can save detailed historical pricing data for future reporting. Pricing teams can quickly develop cost proposals by using the data and reasoning behind previous successful proposals. Pricing teams no longer need to validate and check formulas. They can now use advanced pricing features to find the right project scenario and price. You can feel confident knowing that your pricing structure, pricing formulas, and user permissions are all stored in one database.

NiftyQuoter's online proposal software can help you save up to 50% on your time by allowing you to create and manage proposals. There are three types of templates: pricing templates, content templates, and theme templates. You can combine these templates, make any necessary changes, and send it to your client via email via NiftyQuoter. You can also create your own template. You can customize the templates to match your brand in just a few mouse clicks. You can also change the background images, headings and text colors. easily. You can respond to their comments easily via NiftyQuoter online proposition software. They will be able see your reply in real-time. Use NiftyQuoter proposal software instead of Word!

Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects.

Workspace allows you to create proposals, manage projects, and send invoices all from one place. Beautiful proposals will help you manage leads and win more customers. Create custom labels for leads to organize them into groups. Save existing templates to create proposals and reuse them later for different clients. Use chat or email to collect project requirements. Multiple projects can be managed from one dashboard. You can track progress across projects and zoom in to see details to address risks. You can customize stages and properties to fit your project's lifecycle. Invite clients to update in real-time and add team members. Break down projects into tasks and milestones. Scope your projects using templates or previous projects. Assign tasks to groups, create subtasks, and set due dates. You can track your tasks in a board, list or calendar view. You can filter by assignees or projects. Manage your finances, create invoices and get paid on time.

Your next request for proposals (RFP) will be smooth, efficient, and fast. InHub LLC's eRFP platform for Investment Consultants allows investment fiduciaries, as well as trusted RFP concierges, to complete the RFP process efficiently and cost-effectively. Our robust eRFP technology allows users to create a customized RFP questionnaire and submit it to selected candidates. They can also take notes online and evaluate proposals side by side. The entire process can be documented for a fiduciary audit. InHub makes it easy to speed up the RFP process and reduce risk while also cutting costs.

Automate your RFI, RFP and tender response processes and create stunning, high-impact documents to win more business. Our cloud-based platform allows proposal teams to collaborate in real-time on multiple RFPs and RFIs. Smart features such as task assignments, comments and feedback, and approvals, keep your team in sync. They are now able to deliver high-quality documents in minutes. With automated formatting, layout templates, version control and layout templates, along with our content library, you can focus on the details, personalization and quality of your content. Deliver stunning, high-impact proposals that are on-brand and reflect the quality of your service. Templates and automated formats ensure that professional bids and proposals are perfectly aligned to your brand. Use our content library and intuitive step-bystep questionnaires to quickly create custom proposals.

Notch is an innovative proposal and document builder designed for small sales teams and agencies. It allows teams collaborate effectively with clients, track progress and close deals quicker. Key Features - Shared Spaces : Easily share documents and proposals with our simple Space Builder. - Signatures - Use e-signatures for client approvals to close deals. - Interactive Offer : Create proposals that are customizable and clients can interact with by selecting or adjusting services directly. - Interactive Tasks : Assign tasks in the document to increase clarity about responsibilities and deadlines. - Space Analytics : Analyze interactions with clients to optimize content and improve engagement. Notch is perfect for small teams looking to streamline workflows and increase sales efficiency.

Templates and off-the-shelf content can be used to kick-start estimates. It is possible to reduce the cost of creating proposals that feel unique while still reducing overhead. All parties can work together on the same proposal at the same time. All changes are automatically saved and stored in a changelog. Clear tracking and visualisation of project progress helps to avoid project resourcing issues. You can create, access, and edit proposals from anywhere you are, whether it's your mobile, tablet, or computer. You can stay on top of your team's actions with graphic visualisations, notifications, and live activity feeds. Store frequently-sold products and services in one location so they can be quickly re-used. To enable junior team members to work independently, define internal instructions. Invite, manage, and remove users. Assign permissions that reflect their role in the estimation process.

No more wasting hours in Photoshop and Indesign. Nusii lets you add your own branding to our "out-of-the-box-beautiful" templates in minutes. You can also have your own domain and email address so that no one will know you are using an online service. Nothing is worse than sending out a proposal for a new project and not knowing if it has been received. Nusii will keep in touch with you, every time. We will let you know when your client opens their proposal link email, and when they open the proposal. Nusii allows you to save and insert your best content along with your pricing, all at the touch of a button. Nusii's variable will take the hassle out of swapping old client details. Our proposal variables automatically remove the need for a traditional find and replace.

Your organization's ability to capture opportunities and manage them can be improved by consistently executing repeatable proposal processes all through the opportunity lifecycle. Octant does more than just help organizations collect data. It transforms it into useful information. Information that can inform, influence, and facilitate decision-making throughout the entire business development life cycle and beyond. Octant's Business Development Lifecycle (and Maturity Model) are tied to industry best practices. They are the key to Octant's ability achieve this. Octant uses a step-by, guided process to improve an organization's proposal and sales capabilities. The Octant Business Development Cycle addresses the fundamentals of planning, preparing, and finally positioning an organization for the best possible chance of a win.

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.

You can create better and faster business proposals. Create unique sales documents for clients by reusing content and managing costs to save time. Make your proposals more flexible. Make them look better. Increase your productivity. You can take your sales skills to the next level by creating unique sales documents that are accessible from anywhere. Quoters offers unlimited plans. A company's success is dependent on one person. Quoters is your best tool for quoting so you can concentrate on what really matters: your business. Quoters allows you to work in the cloud to create professional sales proposals. This will ensure that your price quotes reflect your brand. You can keep track of all versions of your project, and clients can accept your proposals online. It can be difficult, if not impossible, to get your quote accepted immediately. You can create as many versions as you need. Once you have convinced your client, he/she will be able to sign the quote online.

All-in-one contract, proposal, and quoting software. Our online quoting software makes document automation easy. We enhance your CRM and offer everything you need to convert your leads into paying customers. There's no need to switch between word processors and CPQ tools. Quote Roller allows you to create sales documents, use dynamic quoting, receive electronic signatures, improve sales processes, and more. Your team's productivity will increase by 35% Quote Roller makes it easier for reps to close deals faster by eliminating duplicate work on sales quotes and replacing old PDF proposals. You can save at least an hour per document and several hours per sale. Automated manager reviews can help to streamline the approval process. Locked content meets accounting, legal, and marketing requirements. You can now count on consistent sales quotations and business proposals every time.

Our enterprise platform allows you to manage business relationships workspaces for all your prospects, customers, and partners. You can also schedule meetings, share materials, and make other arrangements from one place. You can nurture leads more effectively, close deals faster, help clients grow and serve them better, and transform your most valuable business relationships.