Alternatives to Proposal Manager

Are you fed up with not having enough time, money and resources to grow your business. Rev.io PSA (formerly Tigerpaw One) is a great way to take your technology services company to the next level without having to hire staff. Are you fed up with multiple systems that don’t communicate with each other? You no longer need multiple resources to accomplish your goals. Rev.io PSA can help you automate your business and streamline your operations. Are you fed up with losing money due to poor asset tracking? You don't know what's on your shelves, trucks, warehouses, at your customers' offices, or on your trucks. Are you fed up with not being able to collect on all your billable hours? Your profitability is dependent on how well your techs do their jobs. Labor is one of the biggest expenses. You can instantly view their work log, efficiency rates and even a snapshot about their billable hours with a tap of the finger.

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.

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

Get Proteus and get better productivity, better consistency, better control, and better visibility. Proteus is the complete project management solution built by energy experts for people in the energy sector. Proteus brings project planning, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves energy companies away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, stay accurate, deliver more projects and keep work simplified. Use Proteus to bring all project workflows together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place. Integrated with Microsoft 365. Project teams can collaborate with remote access to timesheets, equipment details, project costs, work completion status, and other resources. Generate invoices and manage client information, and legal contracts from a unified platform. Proteus enables project managers to store documents centrally and streamline workflows, technical calculations, and other operations. Monitor metrics in real time and get full project control.

The Virtual Proposal Center (VPC) is an online, collaborative platform designed to facilitate teamwork among partners who are geographically spread out, allowing them to share a unified workspace with all necessary resources for crafting effective proposals. VPC stands out for its user-friendliness, security, and adaptability. With its intuitive features for document management, workflow coordination, and configuration, along with a robust search capability, VPC has become an essential tool in the proposal development landscape. Established in 1996, Intravation has emerged as the leading provider of user-friendly, collaborative proposal management solutions. Our commitment lies in empowering our clients to boost their productivity and enhance proposal quality through streamlined management practices. We offer a flexible, web-based platform for collaborative content creation, continuously improving our services in response to client feedback and suggestions, ensuring we meet their evolving needs. This dedication to client satisfaction has been a key factor in our success and ongoing innovation.

With ProposalPad, you can tackle new business opportunities more effectively, increasing both productivity and the quality of your proposals and presentations. This innovative online proposal solution is specifically designed for small business owners, allowing for the seamless creation of high-quality project proposals. Why incur costs for a proposal template when this PDF proposal service enables you to effortlessly craft your own tailored proposals? Simply upload your business details, including services and logo, once, and you can start producing proposals that will give you a competitive edge. The intuitive settings dashboard provides you with insights into your progress, including the number of testimonials and references you've accumulated, as well as the acceptance rate of your proposals. You can also manage all your contacts from a single platform, and even import your contact list from other applications, making the process less cumbersome. This comprehensive system not only streamlines your proposal creation but also enhances your overall business management efficiency.

Cognogent empowers organizations by providing them with the expertise and insights of a comprehensive proposal development team, simplifying the intricate RFP processes through AI-enhanced solutions. Our goal is to create a smart proposal ecosystem that utilizes AI to revolutionize the realm of intelligent commerce, facilitating smooth value delivery to all parties involved. As technology progresses, we are moving towards a future of agent-to-agent communication, where AI systems will manage the drafting and responding to RFPs under human supervision. The sales engineering sector faces challenges such as high expenses, complexity, and dependencies in RFP creation. Vendors experience difficulties in assessing and responding to RFPs effectively, which can lead to lost opportunities and uninformed decisions on whether to bid or not. Buyers frequently encounter responses that are skewed towards vendors, lacking accurate solution alternatives and failing to foster competition, ultimately resulting in elevated costs and restricted options. Furthermore, our commitment to innovation ensures that we continuously adapt to address the evolving needs of both sellers and buyers in this dynamic marketplace.

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

Maintaining a consistent approach to repeatable proposal processes throughout the opportunity lifecycle can significantly boost your organization's performance in capture and proposal management. Octant goes beyond merely collecting data; it transforms that data into actionable insights. These insights have the potential to guide, shape, and streamline decision-making throughout the business development lifecycle and further. The effectiveness of Octant stems from its Business Development Lifecycle and Maturity Model, which are closely aligned with established industry best practices. By employing a structured, step-by-step approach, Octant enhances an organization's sales and proposal capabilities, ensuring a more efficient process. Additionally, the Octant Business Development Lifecycle emphasizes essential elements of planning, preparation, and positioning, ultimately maximizing the likelihood of securing a win. This comprehensive framework not only supports immediate goals but also fosters long-term growth and success within the organization.

Hyphenate is a technology-driven platform that streamlines the development of bespoke sales proposals and statements of work. By examining historical documents such as proposals, SOWs, and marketing materials, it gains insight into a company's strengths, offerings, and brand identity. Subject matter experts and solutions architects can provide pertinent details about sales prospects through various sources like emails and call transcripts. Subsequently, Hyphenate produces customized proposals that professionals can adjust and enhance as necessary. This innovative approach markedly decreases the time, effort, and resources generally needed to create high-quality proposals, empowering teams to react promptly to client inquiries. The platform caters to solution-focused teams in diverse sectors, including IT services, legal practices, management consulting, market research, insurance, construction, high-tech services, and finance. Additionally, its ability to quickly adapt to different industries makes it a versatile tool for enhancing business communication.

Bit2win CPQ equips sales teams, partners, and customers with the ability to configure intricate products and services, generate precise quotes, and forge more intelligent deals by utilizing the latest product and pricing information. This platform, tailored for enterprises transitioning to digital operations and automating sales processes and quoting, supports the sale of both physical goods and subscriptions, as well as recurring and usage-based pricing, bundles, and modifications to current service contracts, delivering one of the most effective out-of-the-box pricing functionalities available. As a comprehensive sales cloud solution, Bit2win encompasses all aspects of the multichannel sales cycle, ranging from price configuration to the development of go-to-market strategies. Furthermore, the Bit2win suite serves as an innovative omni-channel solution designed to enhance business workflows, pinpoint and manage sales opportunities, configure the appropriate product at the right price in real-time, streamline and expedite the sales cycle, boost operational efficiency, minimize errors, accelerate time-to-market, and foster customer engagement and loyalty. This platform not only optimizes sales practices but also ensures that businesses can adapt swiftly to changing market demands.

Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our innovative, best-in-class platform and customer value programs empower companies to accelerate growth, mitigate risk and improve the employee experience. With Responsive, frontline teams deliver superior responses using intelligent technologies to quickly, accurately and automatically manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs).

SalesDoc Architect (SDA) simplifies and automates the entire sales workflow for your team. By leveraging SDA's automation features, your sales personnel can work together more efficiently, generating tailored proposals, statements of work, and various sales documents that help reduce errors and prevent scope creep, which can negatively impact profit margins well after the deal has been closed. SDA employs Excel formulas to establish rules and logic for workflows right from the initial setup phase. It also allows for the automatic inclusion of frequently overlooked products and services in sales documentation. Solutions can be configured based on responses to qualification and discovery inquiries, which can then be integrated into output documents like proposals and statements of work. Moreover, workflow parameters can enforce the necessity of approvals from engineers or management depending on various factors such as margin, overall sale price, product configurations, or different conditions. This comprehensive approach not only enhances productivity but also ensures that all aspects of the sales process are thoroughly managed.

An innovative solution for crafting business proposals that allows you to differentiate yourself from competitors. With Duuers proposal editor, you can generate proposals significantly quicker than with your existing tools—up to ten times faster. You have the flexibility to select from a variety of pre-designed templates or create your own tailored designs. This capability not only conserves your time but also minimizes effort, ensuring that your clients recognize the value you place on their time from the very beginning. The thoughtfully designed quote templates enhance the overall customer experience, making the proposals easy to access and comprehend. Clients can promptly request further information or clarifications, leading to an increased likelihood of closing deals. You will receive notifications when a client opens, comments on, or accepts your proposal, keeping you informed throughout the process. The feature that allows for real-time edits to submitted proposals, without the need for resubmission, further enhances your chances of success. Your proposals will always appear polished and professional, no matter who the competitor is, ensuring that your company’s products, services, and brand are consistently presented in a cohesive manner. Ultimately, this streamlined approach to proposal management empowers you to secure more business while fostering stronger client relationships.

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

smartOFFICE stands out as the sole cloud-based, enterprise-level workflow software designed specifically for custom smart home integrators, crafted by experts in the field. With our innovative tools, you can quickly generate stunning proposals, and once the agreement is finalized, seamlessly invoice clients, procure products, and organize work schedules. Enhance your operational processes with smartOFFICE Online today; it supports you from the initial contact through to creating impressive online or PDF proposals in just minutes, while also overseeing purchasing, inventory management, project oversight, time tracking, and integration with accounting software like QuickBooks Online or Desktop. Serving as a comprehensive end-to-end solution, smartOFFICE equips you with everything you need to streamline your business. Our guided Welcome Process allows you to set up a working demo featuring the brands you offer in less than five minutes. Additionally, you can take advantage of our smartPRENEUR Academy to view a complete demo and learn at your own pace, typically within an hour. This ensures that you are not only proficient in using the software but also empowered to maximize your business potential.

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

The Outbooks Proposal Tool is specifically crafted for accounting and bookkeeping firms to enhance the efficiency of their proposal development and management procedures. This innovative tool facilitates the crafting of polished proposals that effectively showcase the firm’s brand identity. By automating engagement letter generation, it ensures that all communications are both compliant and uniform. The inclusion of integrated payment options simplifies the transaction process, allowing clients to conveniently settle their bills for services rendered. A standout characteristic of the Outbooks Proposal Tool is its commitment to consistent value-based pricing, which guarantees clients receive clear and equitable estimates. By utilizing the Outbooks Proposal Tool, accounting practices can significantly boost their operational efficiency, elevate the client experience, and uphold a high level of professionalism in every interaction with clients. Ultimately, this tool not only saves time but also fosters stronger client relationships by ensuring transparency and reliability.

Efficiently handling proposal resources can be quite challenging. Meridian for Proposal Teams simplifies these processes by equipping Proposal Managers with essential tools to ensure that timelines are adhered to while allowing subject matter experts to engage in the proposal development seamlessly and efficiently. Users can promptly access approved content and easily integrate it into any active document. Additionally, they can search for and extract a wide range of company resources, including technical data, drawings, biographies, product specifications, and more. Notable features and advantages include the ability to monitor and assess proposal progress at a glance, publish content to reusable libraries, collaborate on proposal volumes within a shared workspace, create and oversee virtual teams, maintain consistent document formatting, and ensure accountability through checks and balances, all built upon the robust Microsoft SharePoint platform. Ultimately, this solution streamlines the entire proposal process, enhancing both collaboration and efficiency.

Dynamic proposals, along with integrated document management and next-day turnarounds for CAD and engineering, enhance the sales process, ultimately improving both deal closure rates and overall efficiency. Our solar and roofing software simplifies access to your proposals, enabling quick customization from any location. With features ranging from personalized company branding to integrated lending options directly within the proposals, our software effectively streamlines operations for better deal closure and efficiency. Are your proposals adequately addressing the needs of your sales representatives? In a world that demands rapid responses, consumers expect real-time adjustments. The Solo solar proposal software empowers you to make live changes using our dynamic and interactive features. Our emphasis on speed and precision allows your sales team to request and receive a proposal in mere minutes while engaging with the customer at their home. Additionally, our comprehensive design team collaborates with you to develop a professional proposal template tailored to your specific branding and sales requirements, ensuring that your presentations resonate with potential clients. This level of customization not only enhances the professionalism of your proposals but also increases the likelihood of successful sales outcomes.

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.

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

Manage client relationships easily, track opportunities, estimate project costs, and manage client relations. To improve customer satisfaction and reduce project risk, deliver projects on-time and within budget. Faster reporting is possible and key decision-makers can be provided with role-based metrics. Project managers face difficult challenges in bringing projects/engagements in on schedule and at the highest level of profitability. Vision is a key ingredient to their success. - Real-time data to identify problems early enough so that corrective actions can be taken promptly - Tools to monitor the status of your project and the utilization of your staff. All financial, project, and resource planning data can be tracked in one integrated system.

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.

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.

Quote Manager CPQ for Microsoft Dynamics 365 is a robust add-on that seamlessly integrates with the Microsoft Dynamics 365 platform. This solution empowers your sales team to quickly generate and distribute professionally branded quotes within minutes. Unique to Dynamics 365, Quote Manager CPQ ensures that all setup, configuration, and data management occur within the same system, allowing for complete customization and the use of standard features like queries, charts, views, and workflows. The quoting system leverages Excel's export/import functionality for easy modifications to the Product Database, and it also utilizes PowerBI dashboards and PowerApps for enhanced analytics. Furthermore, the output of quotes can be tailored using standard Word Templates or through various additional tools. With Quote Manager CPQ, users can efficiently search through an extensive catalog of over 10,000 products, applying filters by category, make, supplier, and product description. Additionally, the platform allows for the easy addition of products to quotes, enabling customization of layouts that include comments and subtotals, along with the ability to edit descriptions as needed. This comprehensive solution not only streamlines the quoting process but also enhances overall sales productivity.

Managing proposals, contracts, and client communications just got easier. ClientPoint Enterprise simplifies document generation, automation, and AI-powered collaboration through ClientPoints—dedicated workspaces and relationship sidebar for prospects, customers, and partners. Schedule meetings, chat, video conference, share content, e-sign documents, and even process payments—all in one centralized platform. Seamlessly integrate your CRM, ERP, BI, and other business tools, or leverage ClientPoint’s custom CPQ and endpoint solutions to optimize your tech stack and cut unnecessary costs. The platform also includes a content library, document storage, template creation, and automation for sales decks, proposals, and RFPs. Pricing is tailored to your business needs, branding, and customization level. For solopreneurs and basic users, ClientPoint.me offers a free solution.

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.

Jumpstart your estimation process by leveraging templates and readily available content, minimizing the effort required to generate proposals that still maintain a personalized touch. With a collaborative approach, multiple team members can contribute to the same proposal simultaneously, ensuring that all updates are automatically recorded in an extensive changelog. This method helps circumvent resource allocation challenges by providing clear tracking and visual representation of project advancements. Proposals can be created, accessed, and modified from any device—be it a computer, tablet, or smartphone—making the process highly flexible. The inclusion of graphical representations, notifications, and real-time activity feeds keeps you informed about your team's actions. Additionally, consolidate frequently sold products and services in a single repository for quick access and reuse. Establish internal guidelines that empower junior staff to operate independently. Furthermore, you can invite, manage, and remove users as needed, while also setting permission levels that accurately reflect their roles in the estimation workflow. By streamlining these processes, teams can enhance their efficiency and responsiveness in proposal creation.

Reduce the time your sales teams dedicate to crafting content and assembling information for proposals by utilizing Conga Collaborate. This will free up valuable time with engaging online documents that enhance productivity and simplify workflows. With the ability to create tailored documents featuring the right content at the perfect moment, all derived from Salesforce data, your representatives can prioritize selling rather than compiling their proposals. This transition eliminates errors and provides more opportunities for connection. Your proposal becomes a persuasive tool, capturing audience attention swiftly through the incorporation of rich media such as videos. Furthermore, real-time notifications, tracking, and analytics allow you to monitor how prospects engage with the documents you’ve shared, ensuring timely follow-ups. Conga’s solutions are specifically designed to integrate effortlessly, enabling you to automate and optimize commercial operations from start to finish, ultimately leading to more successful outcomes for your team. Embrace this powerful tool to elevate your sales strategy and drive growth.

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

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

Tango consolidates all crucial elements of project management into a single accessible URL that you can share with your client. This unified link encompasses the proposal, the contract, communication logs, and change request management, along with invoicing and payment processing. By streamlining tedious account management tasks, Tango saves you an hour each day. You can set a goal for your AI-Form, which will dynamically generate questions to collect valuable information, enhancing your clarity on projects. The ready-to-sign proposal is fully customizable, allowing you to define the scope, terms, payment schedules, and contract details all in one place. With configurable payment terms that are automatically enforced, you can collect payments more efficiently, which boosts your cash flow. Designed to seamlessly integrate into the workflows of creative freelancers and agencies of various sizes, Tango is now utilized by a diverse range of businesses, including those focused on web design, branding, and digital marketing. Its versatility ensures that users can optimize their project operations effectively, making it an invaluable tool in today's fast-paced environment.

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.

DocuCollab is a powerful software solution that effectively allows for the oversight and administration of contracts, proposals, quotes, and various official documents. It enables real-time collaboration among team members, vendors, and customers, thereby boosting team productivity while significantly reducing clerical mistakes. With a focus on prudent management of sensitive documents, DocuCollab makes it easier to secure both official and personal information. You can seamlessly integrate your CRM, ERP, and HRM systems with DocuCollab to create a highly efficient, unified platform. Additionally, the software simplifies analytics and reporting processes. Negotiating terms and conditions is streamlined with its agile interface, which supports easy tracking of changes and comments. Users can create folders and set different levels of security, ensuring that all documents related to a contract or proposal are organized effectively. Designed to cater to businesses across various industries, DocuCollab is suitable for organizations of all sizes. By choosing DocuCollab, you gain a comprehensive tool that enhances document management and collaboration.

ServiceNow: ServiceNow makes it easier to manage RFPflow and Source-to-Pay Enterprise applications. Modernize procurement operations with AI and Digital Workflow. These tools automate manual work, increase productivity and improve visibility. Intelligent Source-toPay Applications for ServiceNow customers ServiceNow allows you to digitize sourcing, contracting and procurement processes. This will allow you to have greater control over costs and compliance. Request for Proposal Management. Accelerate vendor qualification using milestone-based RFX to-Award workflows and collaborative vendor scoring. Aavenir's simple-to-use Request for Proposal Management solution (RFP), streamlines the sourcing process and accelerates supplier qualification for strategic engagements. Streamlining Sourcing Is Critical to Success 63% of CPOs feel pressured to move quickly and skip market intelligence reviews.

EasyPQQ software has been crafted using insights from actual customer experiences and extensive industry knowledge. Its primary goal is to enhance efficiency and conserve time across all phases of document creation, management, and distribution, addressing fundamental requirements in the process. In the fast-paced landscape of modern business, generating proposals and bid submissions is vital for securing contracts, often under pressing deadlines. With EasyPQQ, you can swiftly create high-quality documents, and it also facilitates simultaneous collaboration among multiple users on a live document if needed. The software is adaptable for teams of any size, whether it's an individual project or a collaboration involving an international team across various locations, and its user-friendly cloud-based features ensure seamless operations from inception to completion, all while guaranteeing that your data is securely stored and backed up on a daily basis. Additionally, the platform's intuitive interface makes it easy for new users to get started quickly, further enhancing productivity.

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

A productivity suite designed for your needs. We recognize the challenges that come with maintaining a busy schedule. That's why our solutions simplify the tough tasks, allowing you to dedicate more time to your passions. Accomplish your goals with greater ease and speed, freeing you from the burdens of business management and enabling you to excel in your expertise. Track your time, generate reports, and process payments simultaneously. Quickly send contracts that have been vetted by lawyers to your clients in a matter of minutes. Store all your work documents in a centralized location and share them effortlessly with clients. Stay organized by managing tasks efficiently, allowing you to channel your energy towards what truly matters. While managing your time is essential, managing client expectations is equally crucial. Our tools are designed to alleviate the difficulties of keeping your clients informed and engaged. Initiate new client relationships positively with our adaptable proposal and estimate creation tool. Additionally, organize your clients in a comprehensive database to monitor vital information and enhance your overall client interaction. By integrating these tools, you can streamline your workflow and foster stronger connections with your clients.

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

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.

CanvasLogic's cloud-based product configurator software helps customers visualize custom products and allows them to close more deals quickly. This powerful software allows users the ability to create complex products in real time using photorealistic 3D visualization. Augmented Reality (AR), enhances the customer experience and allows them to imagine endless possibilities. You can automatically calculate pricing and configure the solution without errors. Create a seamless sales process by integrating CanvasLogic configurator and other sales enablement platforms such as CRM, eCommerce, PLM and PIM. CanvasLogic has been providing customers and partners with configurable visualization solutions for digitizing their sales, improving customer experience, and growing their businesses faster for more than 15 years. CanvasLogic was founded in 2001 and has received multiple design and innovation awards for its modular 3D configuration software. CanvasLogic's mission is to facilitate the creation of 3D configuration software.

Streamline your proposal process by eliminating the tedious tasks of copy/pasting and searching for replacements across all new proposals for your clients and leads. Transform your proposal workflow with just a few clicks, reducing the time spent from hours to mere minutes, while impressing your clients with visually appealing proposals that set you apart from the competition. Enhance your sales presentations by incorporating videos and rich media directly into your proposal pages, creating a more engaging experience that is sure to leave a lasting impression. Avoid the hassle of tracking down payments after your proposal is accepted by enabling proposal payments, allowing you to collect initial payments instantly with a simple process for your clients: review, accept, pay, and you're all set! Effortlessly integrate with the tools you already use to manage your sales data, ensuring a smooth and efficient proposal workflow. Dynamically generate proposals from your CRM opportunities and seamlessly push proposal updates back into your CRM, providing greater visibility into all your ongoing deals and enhancing your overall sales strategy. Ultimately, this approach not only saves time but also boosts your productivity and increases your chances of closing deals successfully.

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.

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

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

We assist B2B companies like yours in refining pricing strategies and enhancing sales to attain reliable and lucrative results while unlocking your limitless commercial capabilities. Our approach utilizes a combination of our exceptional talent, effective processes, and advanced technology. Discover our top-tier solutions designed to unleash the full commercial potential of your offerings, validated by leading companies around the globe. Vendavo Pricepoint stands out as a cloud-based dynamic price management software that consolidates all essential pricing information into a single, secure location. With this tool, pricing teams can establish and oversee their pricing strategies through customizable rules and calculations. This adaptable pricing framework can seamlessly extend across various products, regions, countries, channels, and customers, ensuring that pricing remains accurate and appropriate in every situation. Additionally, by leveraging our innovative solutions, organizations can gain a competitive edge in their respective markets.

BidMagic is capable of generating a professional proposal valued at $100,000 in a mere ten minutes, ensuring that your proposals will surpass those of your competitors. As you streamline your sales process, you will see immediate results that can significantly enhance your business efficiency. This award-winning software for AV and Security proposals has been specifically designed by professionals in the custom electronics installation industry. For anyone seeking a powerful, precise, user-friendly solution that produces visually appealing proposals, BidMagic is the ideal choice. Relying on DIY spreadsheets for proposal creation can lead to significant time loss due to constant cutting and pasting, not to mention the absence of effective product management or pricing controls. Accounting software lacks the capability to calculate labor costs or produce well-designed proposals, making it inadequate for your needs. Furthermore, other design software options tend to be prohibitively expensive, overly complex, and often necessitate costly training and lengthy setup times, as they are not tailored for sales professionals. By integrating the essential features you require, BidMagic stands out as the ultimate business platform specifically crafted for installation dealers, ensuring you have everything you need for success at your fingertips.

Quickly insert content, pricing, and layouts to craft compelling proposals within moments. This tool is ideal for sales professionals, teams, and anyone involved in finalizing agreements. Accelerate the signing process of your sales proposals with the e-signature feature, allowing you to secure client signatures online upon their approval. There’s also the option to export your proposals as PDFs. Clients will be impressed by a personalized landing page and stunning proposal templates. With web-based analytics for proposals and real-time notifications, you’ll stay informed when clients view proposals or require follow-ups. Bidsketch serves as proposal software designed to help you finalize deals rapidly, enabling you to concentrate on your core responsibilities. It’s a proposal management solution that can reduce your proposal preparation time significantly, allowing for increased upselling opportunities and higher closure rates within your sales pipeline. Numerous leading businesses and sales teams have transitioned to Bidsketch, resulting in thousands of users successfully closing deals worth hundreds of millions of dollars, all while saving valuable time. This innovative approach not only enhances productivity but also improves client satisfaction by streamlining the entire proposal process.

Optimize your tender procedures with our advanced AI-driven platform designed to assist you in answering questionnaires, securing tenders, and expanding your business. Experience the ease of our service today without the need for a credit card; say goodbye to tedious manual data entry. By connecting your data sources, our AI efficiently generates data-rich responses in natural language. Gain an organized view of all tender requirements and utilize AutoFill to complete tenders automatically, saving you precious time. With AI support, enhance the quality of your responses and utilize collaboration tools to engage your team effectively. This allows you to dedicate your time to business growth instead of administrative tasks. Our state-of-the-art automation technology ensures that you can complete tenders more swiftly and accurately than ever before, while seamless integrations empower you to leverage the full potential of your data. Collaborate in real-time and receive notifications to boost your team’s productivity and streamline your tender management process.