Alternatives to Proposable

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.

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

Our platform of solutions makes it easy to collaborate, share and create winning responses, from creating RFPs, RFIs, and Questionnaires to assembling Proposals, Contracts, and Sales Collateral. Our platform's tools and features include scalability and personalization. We have thought of everything. Our core features include custom workflows and real-time tracking, as well as the ability to create unlimited projects. Our core features are available in all our solutions, so you can always access world-class functions that will help you work efficiently and speedily.

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 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.

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.

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.

Traditional CRMs work in the same way as the Space Shuttle. Mimiran is like riding a bicycle. Start connecting immediately by importing contacts. Use proven templates to create Lead Magnets, Proposals, or other forms of communication. Simple and intuitive application. Concierge onboarding. For additional social motivation, connect with your peers and share the conversations you are having. You're not on the clock; you're on an adventure. Mimiran CRM is the only CRM that can help you refine your mission and positioning to make marketing and sales easier. This positioning can be used to create compelling Lead Magnets and conversation starters. Pick your Super Hero name, and tell your Origin Story (superheroes don't have bios).

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.

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.

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.

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.

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.

Create professional proposals quickly and easily for your freelance work with Lancelot The creation of a perfect proposal with Lancelot takes just minutes and not hours. We want to make it as easy as possible to create beautiful proposals. Send your proposal to Lancelot when you are ready. You will receive real-time notifications once your client has reviewed your proposal. Lancelot allows your client to sign and accept your proposal without the need to send documents back and forth. You can save time and avoid the hassle of manual formatting. Lancelot makes it easy to create a fully customized proposal in minutes, instead of hours. First impressions count. Impress your clients with a professionally designed proposal and a premium cover photo. No need to scan and print your signature. With an e-signature, your clients can sign the proposal online.

Effectively build, monitor, and close RFP businesses Cendyn Proposals 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

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.

You must automate sales to stay at the forefront of business. Smart CPQ software accelerates sales teams to deliver the right product at a fair price in a matter of minutes. PROS configure, price and quote software solutions help accelerate sales by allowing your team to respond quickly to customer quotes. Integrate AI-based price optimization science to increase the chances of your sales team winning the sale from the first quote. Your team can now quickly and accurately quote the right products at a fair price with PROS CPQ software solutions. You can skip the speed bumps. Smart CPQ technology speeds up the sales process. It provides powerful, intuitive CPQ software that allows your reps to find the right product, configure configurations, manage approvals and price the right amount.

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.

Funel.io is an innovative client-management platform specifically tailored for businesses in marketing and sales. It offers a multitude of smart AI tools, including buyer persona creators and a spam checker. The platform is designed to streamline your workflow, from client onboarding to daily updates. Integrating blockchain technology, Funel provides an extra layer of data security. Features like the proposals and invoice creator assist in creating professional and personalized documents for your clients. The real-time updates module facilitates frequent communication between your team and clients. By using Funel, you can focus more on enhancing business-client relationships and less on administrative tasks. Upgrade your business with Funel.io & transform client management.

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.

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

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.

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.

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.

BidMagic can quickly create a professional proposal for $100,000 in less than 10 minutes. Your competition will be stunned by your proposals! Automating your sales process will immediately improve your results. This award-winning AV & Security proposal tool was designed by and for custom electronics salespeople. BidMagic is the right tool for you if you are looking for power, accuracy, ease-of-use, and great-looking proposals. You waste a lot of time copying and pasting proposals created with DIY spreadsheets. You don't have price controls or product management. Accounting software is not able to calculate labor costs or create professional-looking proposals. Other "Design" programs can be too costly, too complex, require expensive training and take a longer time to set up. These programs are not for salespeople. BidMagic combines all the best features into the ultimate platform for installing dealers.

Software to quickly generate proposals, product configurations, pricing, quotations, and order creation. Our standard CPQ Software has been helping companies grow for over 20 years. It also helps to reduce costs and improve quality. Complex sales processes can be made repeatable and scalable by us. This allows for standardization, consistent quality, and the ability of companies to do more with the same amount of resources. Sofon strives to ensure its customers make the most of its solutions within their organizations, so that they get maximum return on Sofon.

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.

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.

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.

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.

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

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.

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.

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.

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.

Many companies treat federal government proposal writing like a stepchild. These companies view the process of responding to a federal Request for Proposal as a complicated and tedious task. Instead, it becomes a series chaotic events that culminates in a last-minute crunch just days (and nights) before the proposal is due. The Proposal Manager (if there is one), who can produce the majority of the proposal but cannot provide the technical solution to the customer's problem, is the center of all this chaos. Proposals are most successful because they have a customer-centric, compelling, technical approach. Usually, the center of the chaos is the one who produces the approach. The Proposal Architect uses a table-driven method to develop a technical solution for a customer's problem. The Proposal Architect will provide suggested formats for work breakdowns. These will then be converted to linked tables with task and subtasks to create a detailed outline of the technical approach.

With our flexible templates, you can create client quotes, sales propositions, product sheets, folders, and more. You can also upload your sales materials and mix them. In just a few steps, you can create your business profile. These settings will affect the sales documents. Bidrik will become your sales hub. It will store and create everything you send to customers. It will speed up the closing of deals. You can send sales proposals and quotes online directly to the customer. You can see when they were opened, how many pages were read, and how long. Set up automatic reminders. Bidrik is your digital assistant and automates the processing of orders for customers. You can see the progress you are making with a clear dashboard, real-time stats and a clear dashboard. Don't lose business. Get alerts when contracts and quotes are about to expire.

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.

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.

QuoteRobot makes it easy to create winning proposals, invoices, or contracts for web professionals. Our professionally designed quote, invoice, proposal themes will help you look your best. Instead of using a word processor, you can use one of our themes or create your own. QuoteRobot automatically extracts line item data from all your proposals, invoices, or quotes to determine the price you should charge for each item. To get your quote out faster, you can either start from scratch or use our pre-written proposal templates. You can save past proposals to be used as templates for future pitches. Send your potential client a proposal along with an optional PDF attachment. They can then approve it on their own subdomain in just one click. You can quickly create a detailed timeline for your project with payment milestones, so clients know when to pay you.

smartOFFICE is the only cloud-based Enterprise-Grade workflow software designed for custom smart home integrations. Our unique tools make it easy to create beautiful proposals quickly. After closing the deal, invoice the client and order the products. Then schedule the work. SmartOFFICE Online makes it easier to implement a better process.

Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Grow your agency faster by building lasting relationship with your clients, through every step of costumer journey. Set up processes so your Sales people always know what to do next. Sales Pipeline shows you the items that need your attention so you never miss an Opportunity. Take control by getting real-time reports and statuses for all of your team’s Sales Activities. Create Proposals and Contracts in no time with Pre-defined Templates and Items. Take control by getting real-time Reports and Statuses for all of your Team’s Proposals. Add clients and their contacts on the platform with restricted access. Find history with a particular client in one place across projects, proposals and invoices. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.

Express Finance mobile app allows you to quickly, easily, and securely close more deals while on the go. DLL's exclusive patent-pending app streamlines sales and increases revenue potential. It was designed in direct alignment to the needs of our partners. Quickly calculate multiple payment options. You can choose from different terms, rates, and end-of-lease options. You can share financing and contracts with your customers. You can sign and close deals from your mobile device. You can access trade-up numbers in real-time. Transmit transactions for credit approval. You can quickly calculate alternative payment options and send a financing request to your customer with DLL's patent-pending Express Finance Mobile App. DLL's patent-pending Express Finance Mobile App allows you to sign a financing contract during your customer meeting. Use our 'dial for Dollars' feature to calculate the total sales amount that corresponds with your customers' desired monthly payment using DLL’s patent pending Express Finance app.

Flowcase (formerly CV Partner), empowers professional service firms to create tailored CVs, resumes, and case study with ease. This helps them win more bids faster. The new way of managing your CVs and Case Studies. Manage and customize your company's credentials to bids. Highlight the most relevant experience in each bid or proposal. Export CVs and Case Studies in Word, PowerPoint and pdf. Use advanced search to locate the right people for your proposal. Content can be easily tailored and highlighted for each proposal. CVs and case study layouts are always up-to-date. Customizable templates that eliminate copy and paste. Collaboration on proposals with other companies. Consistency and quality of proposals can be improved. Our core features and benefits. One single workflow. All stakeholders in the proposal management process can be managed by a single system. Master CVs. A master CV for every employee allows for a single data entry interface.

All your products, teams, and processes can be managed in one platform (digital or call center driven, or field agent driven). Never miss a sales opportunity. The prospect-to-customer journey in B2C businesses is not always straightforward. There are many paths to closure. There are many sales journeys that involve different channels, processes and teams. LeadSquared connects them all, processes, distributed teams and touchpoints. This gives you one platform for sales execution - for your digital team, call center agents, feet on the street teams (sales and partner onboarding, service), as well as operations. LeadSquared reduces the noise your teams have to deal with and allows them to concentrate on their next task. This will increase their efficiency and help them sell more. No-code sales process creator. You can create the best sales workflows possible for your products and teams. Sales processes can be dynamic and flexible.

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!

Prospecting is one of the most profitable business practices you can do, but it is also one that is difficult to master. Prospecting can be tedious and easy to make mistakes. Bad numbers can waste valuable time, and unanswered calls can be brutally repetitive. The Arch PowerDialer can help. The PowerDialer is all about efficiency. Your contact rate will increase by up to 400% It takes only five minutes to learn how to use PowerDialer. It works with any Mac, PC, tablet, or smartphone. PowerDialer automatically pushes contact information and reminders to the PowerDialer's lead portal or selected integrated 3rd-party CRMs. This will save you valuable time. Expired (Withdrawn/Cancelled), For sale by owner, For rent by owner, neighborhood (just listed/just sold), preforeclosure or your proprietary call list is easily loaded and are dynamically managed using our web portal. It doesn't require any special equipment and works with any Mac, iPad, tablet, or any other type of phone.

Alyce can help you build personal relationships with your customers, prospects, and partners. This will result in one-to-one gifting. It's called a Personal Experience Platform. It's time for a new approach to enterprise marketing outreach and sales. One that not only breaks through, but builds bonds. Spam is when you send spam. Alyce's AI automates personal search and recommends personal gifts to each prospect that appeals their #5to9 interests – their life outside of the office. You'll see that what makes people tick also makes them act. You can transform the things we all send into things that we all love and delight more customers by managing your swag through a custom swag marketplace. This platform is designed for enterprises to increase conversions, build pipeline, and measure the impact of their spend.

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.

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.