4.6 out of 5 stars
(1259 Ratings)
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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4.8 out of 5 stars
(34 Ratings)
EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS
Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word!
THE MICROSOFT ADVANTAGE
Native to Microsoft Word, Expedience leverages the best of Microsoft 365:
• Use Rich Content (tables, charts, videos, PowerPoint slides, etc)
• Consistent Corporate Branding
• Copilot Generative AI
• Excel Data Integration
• Realtime Collaboration
AUTOMATED SALES PROPOSALS & SOWs
Create complete Microsoft Word document proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time.
TRUSTED CONTENT
Expedience stores your curated, branded, approved content in a library for quick reuse. This means that your team will have trusted content at their fingertips directly within Microsoft Word.
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Dealumi
Dealumi is an online platform tailored for B2B sales proposals, catering to business owners, sales executives, sales personnel, and marketing teams. It empowers users to create proposals efficiently using reusable templates along with a centralized repository for products, pricing, and corporate details. With the aid of AI, team members can generate product descriptions, customize proposal content for specific clients, and translate documents as necessary. The platform also facilitates proposal distribution via links or email, offers PDF export options, electronic approval, customer feedback, and activity monitoring that tracks opens and time spent on different sections. Collaboration is enhanced through features like comments, mentions, and version history, enabling teams to work together seamlessly. Furthermore, managers have the ability to review proposal engagement and assess sales performance metrics. Ultimately, Dealumi streamlines the entire process of proposal development, product information management, pricing calculations, and client documentation, while also providing valuable follow-up insights, creating a cohesive workflow for B2B sales endeavors. This comprehensive approach helps sales teams focus on winning more deals by simplifying and enhancing their proposal processes.
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Travel Tree
Travel Tree serves as a comprehensive browser-based platform designed for travel management companies, tour operators, and travel agencies. It integrates an AI-powered itinerary creation tool and quotation calculator, alongside features that allow users to import existing itineraries through files or links, modify travel plans, manage pricing and optional services, and disseminate customized proposals via secure client links. Additionally, the platform boasts a travel CRM system that manages inquiries, clients, and suppliers, as well as booking and payment processes, invoice generation, supplier pricing management, and client-oriented travel documents like vouchers and booking references. Teams have the capability to showcase itineraries directly on their websites, create proposals in various currencies, and translate content for diverse traveler audiences. As a cloud-based web application, Travel Tree is pivotal for streamlining trip planning, sales processes, and post-booking activities, enhancing overall efficiency in the travel industry. Furthermore, its user-friendly interface is designed to adapt to the unique needs of different travel businesses, ensuring that they can provide personalized service to their clients.
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