Alternatives to Privia

AI Docs contract automation software enables small and midsized organizations to easily generate, sign, and manage contracts and sales documents. Let AI Docs help you get control of your contracts in order to save labor, improve quality, and boost income. With the AI Docs contract lifecycle management (CLM) software, rules and logic guide users through contract configuration and creation. All necessary data is captured, all required clauses are incorporated. No errors are introduced, no ‘leftover’ or inappropriate information is included. This unique rule-based approach empowers less contract-knowledgeable employees and partners to configure and create contracts while ensuring accuracy and eliminating bottlenecks. AI Docs, Inc. is a veteran-owned, Chicago-area company. Our AI Docs product automates the creation of contracts and sales documents such as proposals and return on investments (ROI). We strive to be the most accommodating software company that our customers work with.

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.

XaitPorter is a benchmark team co-authoring software solution. Perfect for complex tenders, proposals and reports, as well as other high-value, high-impact documents. Major corporations worldwide use this method. XaitPorter, a cloud-based solution, gives you complete control over your document production. It features a built-in workflow, easy reuse and automatic formatting, layout, and numbering.

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.

EasyPQQ software was developed from real customer use cases, and years of industry experience. EasyPQQ was developed to meet core requirements for document creation. Its purpose is to maximize efficiency and save time at all stages of creation, distribution, and management of documents. In today's competitive business environment, bid submissions and proposals are essential to win work. They must also be produced within tight deadlines. EasyPQQ allows you to quickly and efficiently produce high-quality documents while allowing multiple collaborators the ability to work on the same document. It can be used for any size project or team, including solo projects and international teams. The cloud-based collaboration makes it easy to execute your project smoothly from start to finish. You can also have the peace of mind that your data is safe and backed up every day.

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.

GovAIQ is a proposal management platform that uses AI to streamline the RFP/RFQ process for government contractors. It provides tools for writing comprehensive answers without extensive staffing. Analysts can quickly analyze and qualify RFPs/RFQs. Proposal agents can draft and manage multi-layered proposals. The platform allows for team collaboration with external consultants and partners, and does not use client data to train or share. GovAIQ offers market insights and trends, and its AI-driven logic engine configures agents autonomously to deliver dynamic and nuanced proposals. The platform was designed for teams to enable effective collaboration and integration expertise into efficient pipelines. It also allows unlimited team creation, member invitations and seamless project execution. GovAIQ is the beta version of G2X Labs and is provided without express warranties.

DocuCollab is a robust and flexible software that allows you to monitor and manage contracts, proposals, and other official documents. Real-time collaboration with customers, vendors, and the team. Increase productivity of your team and reduce clerical errors Be careful with sensitive documents. DocuCollab makes it easier to protect your personal and official information. DocuCollab enables you to link your CRM, ERP and HRM software for an efficient integrated platform. DocuCollab makes analytics and reporting easier. The agile software makes it easy to negotiate terms and conditions. DocuCollab facilitates a smooth and effective negotiation channel by allowing you to track changes and make comments. DocuCollab allows you to create folders and assign security levels. DocuCollab makes it easy to organize all documents related to a contract/proposal. DocuCollab can be used by businesses of all sizes and industry verticals.

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.

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.

Tango combines all essential aspects of project management into a single URL that you and your client can share. This URL includes the proposal and contract, communications, as well as change request management. Invoicing & Payments. Tango streamlines your mundane "account-management" tasks to save you an hour/day. Set a goal and watch your AI-Form dynamically ask questions to gather high quality information that helps you gain clarification. The customizable proposal includes scope, payment, and terms all in one. Payment terms that can be configured and automatically enforced will help to increase cash flow by collecting payment faster. Tango was designed to fit the workflows of freelancers and agencies of all sizes. Tango is used by many shops, including web design, branding and digital marketing.

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 hybrid workplace will remain, and companies that embrace it will find the greatest value. The Solution Engineering Tool (SET) is a software that enables your organization's acquisition teams to succeed by facilitating the essential activities in the business acquisition cycle. It is a powerful tool for your company's growth. SET helps business development executives, capture managers, and proposal executives to do the strategic thinking needed to win federal, State & Local, and commercial bids. SET is available in the cloud (i.e. on-demand) and on-premises, just in time for today's "future work". With SET you can answer the most important questions when submitting a bid. Government contracting companies can spend significant time and effort developing opportunities/capturing plans for strategic pursuits.

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.

Zbizlink, a cloud-based proposal management tool, combines six core business applications. It's more than a proposal management tool. It is designed to make it easier for government and commercial proposals. Integration with third-party tools is possible through a real-time dashboard. Zbizlink helps proposal teams finish proposals faster. It can be accessed via a smartphone, tablet, or computer. Intelligently simple RFP responses.

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.

Automate your best practices and standards for your proposal writers, sales team, and subject experts. It's so simple to use, they'll use it. We would love to help you quantify what impact Expedience Software can have on your business. Click here to request an ROI calculation. During this 15-minute session we will ask you 20 simple questions in order to assess your current proposal's quality and scalability. Manual proposal processes may cost you more than you think. These models waste time, kill productivity, and are inefficient for proposal writers, sales staff, senior staff and subject experts. The best proposal software and the most powerful Generative Artificial Intelligence on the market. Expedience automates your proposals in the same place that your team works today, Microsoft Word. Now, this connection is stronger than ever. Microsoft Copilot is undisputed AI leader when it comes to creating sales proposals.

GovSignals developed the intelligent GovCon platform to enhance, optimize and accelerate preRFP intelligence, proposal development and AI knowledge management workflows. With AI-driven solutions, we are shaping the future for government contracting. We're actively disrupting an industry worth billions of dollars, enabling cutting edge private sector technologies to quickly secure government contracts. This will strengthen our national security and economic development. GovSignals is the most advanced AI solution for government contracting on the market. Our platform allows government contractors to pursue more solicitations, whether they are a Fortune 500 company or a small business. It also enables them to produce winning proposals that are fully compliant in hours, rather than months. As one of the biggest government data aggregators, we are able to predict what the government is going to do.

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.

Cognogent provides businesses with the knowledge, insights and expertise of a full proposal development team. AI-driven solutions streamline complex RFP processes. Our vision is to create an intelligent proposal ecosystem that uses AI to transform the landscape for intelligent commerce and enable seamless value delivery for all stakeholders. As technology advances, we are moving towards agent-to-agent communications, where AI tools create and respond to RFPs under human supervision. RFP development is a complex process that involves high costs and interdependencies. Sellers have a difficult time evaluating and responding to requests for proposals, which can lead to missed opportunities and poor bid/no-bid decision making. Buyers are often given responses that are biased towards the vendor, lack accurate solutions, and do not drive competition. This leads to higher costs and fewer choices.

GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features. Our Digital Sales Room has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts. With a comprehensive suite of features designed to increase win rates, GetAccept stands at the forefront of the digital sales transformation.

Ascend offers the tools your team needs for success in sales. Get bids done right. Your team will be able to close deals quicker and improve their estimates. Easy-to-use software tools can improve visibility, leverage historical information, and increase project margins. You can reduce turnaround times and improve the accuracy of your estimates. For faster signoffs, generate proposals using templates and specification docs. Get visibility into your pipeline to identify potential capacity issues earlier. For easy access to all customer information, connect your systems.

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.

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.

Close more projects faster with the premier cloud-based project platform for integrators and facility designers. Track leads, estimate, and manage installations large and small. Connect to your vendors for updated dealer pricing. Present graceful, well-organized proposals that sell. Jetbuilt is the fast, intuitive and powerful AV project solution.

SPEED + access anytime, anywhere! + speed up time to create & send sales quotes + give customers an easy way to e-sign sales quotes + centralised text, video, spreadsheet, image and PDF content libraries for your salespeople to drag and drop into sales quotes + build a library of sales quote templates to perfect your sales pitch in target markets + customer address book -- to save time when creating sales quotes + prospect finder -- use the contact finder robot to search the web for cold call lists WIN + increase your sales conversion + create impressive & accurate quotes + know when customers are reading your sales quotes + get paid faster with easy online acceptance and payments + live chat with clients while they read your sales quote + stop messy sales quotes + don't forget key information...record customer contact history for each sales quote AUTOMATE + automate sales forecasting + seamless integration to your CRM and accounting packages + keep a full version history of sales quotes sent to a client + automatically expire sales quotes past their "time to live" + automatic currency conversions - get real time exchange rate for foreign currencies

RFP Software for Solicitation and Contract Analysis Streamline manual document review and enhance quality throughout the entire lifecycle. On average, customers see a 9.8% increase in their win rate with VT Docs. VisibleThread is a trusted partner for 11 of the top 15 U.S. Government Contractors. Our advanced technology empowers thousands of users across organizations of all sizes, from small businesses to mid-market and large enterprises. VT Docs, VisibleThread’s premier RFP solution, is widely used across key industries, including Defense & Space, IT Services, Healthcare, Engineering & Construction, and more.

Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure.

iPE from Twenty5 helps companies using SAP for ERP who work in project-centric industries such as professional services, aerospace & defense, construction or any asset-intensive company, to better cost, plan and price their projects. Fully integration with popular CRM tools such as MS-Dynamics and Salesforce, and with their and SAP's CPQ tools, iPE from Twenty5 converts your companies best practices and library of "done something similar before" project templates into winnable, profitable bids and proposals which you can submit with confidence. We combine the art of subject matter expertise with the data science of estimating based on prior performance history, cost estimating relationships and parametric estimating, importing your master data such as labor categories and rates from SAP, and products or bills of material from your PLM tool, and exporting the resulting project to SAP project systems, CPM, Primavera or MS-Project

We have the right solution for you, whether your sales are simple or complex. WeEstimate and its special-feature modules make it easy to customize to support national accounts and contract pricing. They also allow for multiple catalogs, different tax codes, sophisticated reporting, as well as other sales challenges that larger multi-site organizations face. WeSuite is a powerful tool that helps small and medium businesses grow. It can be scaled to your budget and size. Our sales management software and mobile solutions enable your team to work more efficiently, present better, and sell more effectively. They can simplify and automate the quote-to close process. Collaboration and coordination have never been easier. Team members can collaborate and stay on the same page with real-time, central data. Based on detailed sales reporting and pipeline transparency, you can make better business decisions. Profitability can be increased and your company's growth can be enhanced.

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.

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.

Nibaal gives you the opportunity to create detailed proposals that will win you that business deal. The proposal software platform allows you to quickly create, manage, and send business proposals. You can create proposals online and offline without worrying about synchronization. Nibaal's Synchronization function automatically synchronizes all data on your computer and online. You can create proposals with active collaboration by other users. Invite Member allows you to collaborate and work together on a proposal. Our team will analyze your business requirements and create software that meets your specific needs. It is tailored to your needs in order to provide the best proposal solution.

Integrated doc management, dynamic proposals, and next-day turnarounds on CAD & engineering streamline sales processes, optimizing deal closure, efficiency, and productivity. Our solar & roofing software allows you to quickly customize your proposals from anywhere. Our software streamlines the process and optimizes efficiency. Are your proposals meeting the needs of your sales reps? Consumers expect quick adjustments in today's fast-paced environment. You can make changes instantly with the Solo solar proposal software's interactive and dynamic features. Our focus is speed and accuracy. This allows sales reps to request and get a proposal within minutes while visiting the customer's house. Our full-service design team will create a professional proposal template that is tailored to your branding and sales needs.

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.

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.

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.

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.

Capture2Proposal, the most trusted GovCon platform for sales intelligence, business development and capture lifecycle management is Capture2Proposal.

Hyphenate, an AI-powered platform, accelerates the creation and customization of sales proposals and statements. It analyzes past documents such as proposals, SOWs and marketing collateral to understand a company's capabilities and services. Subject matter experts and solution architects can input relevant sales information through emails, call transcriptions, and other material. Hyphenate generates tailored proposals that allow experts to edit and refine the content. This process reduces the amount of time, energy and resources required to produce high-quality proposals, allowing teams to respond quickly to client requests. The platform is designed to help solution-oriented teams in a variety of industries, such as IT services, law offices, management consulting, market-research companies, insurance brokerages, construction, high-tech professionals services, and financial 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.

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.

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.

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.

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.

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.

Only software on the market that can detect possible non-compliance issues before authors write a single word. The [compliance assistance] report below is automatically generated by the pm when it creates a cross-referenced matrix. This is only one of several compliance support reports that our software can create. The automated color review area provides reviewers with the tools to produce more "effective" pink and red team reviews. Our automated color review tools can be used to speed up the process, make it easier for reviewers to review your proposal and provide feedback and suggestions that will help you make it a better document.

SAP CPQ (formerly CallidusCloud CPQ: Enhance customer experience by empowering sales teams and partners to offer complex product configurations and optimized pricing. The SAP CPQ solution allows you to offer the right product at a right price and time. It also makes it easy to connect SAP CPQ with any CRM or ERP platform. Sales reps can sell more channels faster by reducing order errors, generating proposals immediately, and providing channel- and customer-specific pricing. To generate quotes faster, reduce approval times, speed up sales cycles, and allow staff to concentrate on sales, create intelligent, integrated sales processes that automate sales. To maximize sales opportunities, increase cross and up-selling, optimize pricing, and protect margins, improve business insight.

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.

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.