Best Proposal Manager Alternatives in 2025
Find the top alternatives to Proposal Manager currently available. Compare ratings, reviews, pricing, and features of Proposal Manager alternatives in 2025. Slashdot lists the best Proposal Manager alternatives on the market that offer competing products that are similar to Proposal Manager. Sort through Proposal Manager alternatives below to make the best choice for your needs
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Rev.io PSA
Rev.io
45 RatingsAre 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. -
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AI Docs
AI Docs, Inc.
15 RatingsAI 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. -
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eRep
Revalize
$75/user/ month 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! -
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Proteus
Xergy
$35 per user per monthGet 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. -
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Virtual Proposal Center
Intrav@tion
Virtual Proposal Center (VPC), a browser-based collaborative application, allows multi-partner proposal teams to have a shared work center and access to the tools and information required to create successful proposals. VPC is easy to use, secure and flexible. VPC is an essential part of the proposal development process. It has intuitive document, workflow, and configuration management features. Intravation was founded in 1996 and has since grown to be the leading provider of collaborative, easy-to-use proposal management tools. We are committed to helping our customers improve their productivity and quality through more efficient proposal managing. We offer a web-based, flexible, and collaborative content development platform. Based on customer feedback, we constantly improve our product. -
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ProposalPad.com
ProposalPad
$18 per monthProposalPad 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. -
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Duuers
Duuers
$59 per monthThis simple tool allows you to create business proposals that stand out from the rest. Duuers proposal editor makes it 10x faster to create proposals than your current tools. You can either choose from pre-made templates or create your own. This saves both time and effort. You will make your customer feel valued right away. You can create a positive customer experience by using ready-made, well-designed quote templates. It is easy to read and open the offer. You can instantly answer customer questions and provide more information. This will help you win more deals. When the customer accepts, comments on, or opens the offer, you will be notified. It is easier to win trades by being able to modify submitted offers immediately, without having to submit again. No matter who the bidder is, always present a professional-looking offer. Your company's products and services should be promoted in a cohesive way. -
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Octant
Octant
Your organization's ability to capture opportunities and manage them can be improved by consistently executing repeatable proposal processes all through the opportunity lifecycle. Octant does more than just help organizations collect data. It transforms it into useful information. Information that can inform, influence, and facilitate decision-making throughout the entire business development life cycle and beyond. Octant's Business Development Lifecycle (and Maturity Model) are tied to industry best practices. They are the key to Octant's ability achieve this. Octant uses a step-by, guided process to improve an organization's proposal and sales capabilities. The Octant Business Development Cycle addresses the fundamentals of planning, preparing, and finally positioning an organization for the best possible chance of a win. -
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smartOFFICE Online
Simply Reliable
$29.99/month/ user 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. -
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SalesDoc Architect
Cors Productivity Solutions
SalesDoc Architect (SDA), automates and streamlines the entire sales process. SDA's automation will make it easier for your sales team to collaborate and generate custom proposals, statements and work orders. This will reduce scope creep and mistakes that can lead to lower margins. SalesDoc Architect uses Excel formulas to create rules, and workflow logic, starting at the initial configuration level. You can program workflows to include products and services that are frequently forgotten. Answers to discovery and qualification questions can be used to create solution configuration rules. They also flow into output documents like proposals and statements. Workflow rules can be used to request engineer or management approvals based upon margin, total sales price, product configuration scenarios or any other condition. -
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Cendyn Proposals
Cendyn
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 -
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Integrated doc management, dynamic proposals, and next-day turnarounds on CAD & engineering streamline sales processes, optimizing deal closure, efficiency, and productivity. Our solar & roofing software allows you to quickly customize your proposals from anywhere. Our software streamlines the process and optimizes efficiency. Are your proposals meeting the needs of your sales reps? Consumers expect quick adjustments in today's fast-paced environment. You can make changes instantly with the Solo solar proposal software's interactive and dynamic features. Our focus is speed and accuracy. This allows sales reps to request and get a proposal within minutes while visiting the customer's house. Our full-service design team will create a professional proposal template that is tailored to your branding and sales needs.
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iQuote Xpress
iQuote Xpress
$39 per yearTo 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. -
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GovAIQ
GovAIQ
GovAIQ is a proposal management platform that uses AI to streamline the RFP/RFQ process for government contractors. It provides tools for writing comprehensive answers without extensive staffing. Analysts can quickly analyze and qualify RFPs/RFQs. Proposal agents can draft and manage multi-layered proposals. The platform allows for team collaboration with external consultants and partners, and does not use client data to train or share. GovAIQ offers market insights and trends, and its AI-driven logic engine configures agents autonomously to deliver dynamic and nuanced proposals. The platform was designed for teams to enable effective collaboration and integration expertise into efficient pipelines. It also allows unlimited team creation, member invitations and seamless project execution. GovAIQ is the beta version of G2X Labs and is provided without express warranties. -
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Deltek Vision
Deltek
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. -
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Experlogix CPQ
Experlogix
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. -
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Conga Collaborate
Conga
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. -
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Responsive
Responsive
2 RatingsResponsive (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). -
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Estimo
Estimo
Templates and off-the-shelf content can be used to kick-start estimates. It is possible to reduce the cost of creating proposals that feel unique while still reducing overhead. All parties can work together on the same proposal at the same time. All changes are automatically saved and stored in a changelog. Clear tracking and visualisation of project progress helps to avoid project resourcing issues. You can create, access, and edit proposals from anywhere you are, whether it's your mobile, tablet, or computer. You can stay on top of your team's actions with graphic visualisations, notifications, and live activity feeds. Store frequently-sold products and services in one location so they can be quickly re-used. To enable junior team members to work independently, define internal instructions. Invite, manage, and remove users. Assign permissions that reflect their role in the estimation process. -
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Bit2win
Bit2win
$50 per user per monthBit2win CPQ allows sales, partners, and customers to create complex products/services, provide accurate quotes, and make smarter deals using the most current product and pricing information. Bit2win is a digital platform for businesses that enables them to sell tangible goods, subscriptions, use-based and recurring pricing, bundles, amendments to existing service contracts, and provides the best pricing functionality available. The complete sales cloud suite covers all aspects of multichannel sales, from price configuration to going-to-market strategy. Bit2Win suite is an innovative omnichannels solution that optimizes business processes, identifies and manages sales opportunities, configures right product at the right price in real time, reduces sales cycle times, increases efficiency and reduces errors, speeds time-to-market, differentiates, and assures customer engagement and loyalty. -
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Cognogent
Cognogent
Cognogent provides businesses with the knowledge, insights and expertise of a full proposal development team. AI-driven solutions streamline complex RFP processes. Our vision is to create an intelligent proposal ecosystem that uses AI to transform the landscape for intelligent commerce and enable seamless value delivery for all stakeholders. As technology advances, we are moving towards agent-to-agent communications, where AI tools create and respond to RFPs under human supervision. RFP development is a complex process that involves high costs and interdependencies. Sellers have a difficult time evaluating and responding to requests for proposals, which can lead to missed opportunities and poor bid/no-bid decision making. Buyers are often given responses that are biased towards the vendor, lack accurate solutions, and do not drive competition. This leads to higher costs and fewer choices. -
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Quote Manager
CRM Dynamics
$17 per month per userQuote Manager CPQ for Microsoft Dynamics 365. Microsoft Dynamics 365's powerful add-on, Quote Manager CPQ, is fully native to Microsoft Dynamics 365. This add-on allows sales teams to quickly create and send professional branded quotations from Dynamics 365. Quote Manager CPQ, the only Quote/CPQ software 100% dedicated to Dynamics 365, holds all configuration, data and set up data in Dynamics. You have complete control over any customizations or use of standard Microsoft Dynamics 365 features like queries, charts, views, workflows, and views. The standard Excel export/import functionality for Product Database modifications is used, along with PowerBI dashboards or PowerApps. Standard Word Templates and other add-ons control the output of quotes. Quote generation. Search over 10,000+ products. Filter by category, make and supplier. You can add products to the quote, modify the layout with comments, sub-totals and edit descriptions -
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SAP CPQ
SAP
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. -
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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.
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Tango
Tango
$25 per monthTango 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. -
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Quote Roller
PandaDoc
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. -
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Proposa
Proposa
$25 per monthProposa allows you to go from prospect to customer in three times the time it takes. It has an intuitive interface that makes it easy for you to build three times faster than what you do currently. You'll be able to close more deals with smart insights that legacy applications don't offer. Although the canvas may seem blank, it will soon be filled with valuable insights. Proposa's interface is simple and elegant, allowing you to focus on what really matters. Proposa offers 5 building blocks that give you endless options. You can easily add text, multimedia, tables and lists to Proposa. Don't waste time repairing what is already there. Proposa's intelligent templating system makes it easy to reuse and use content from your own library. To create visually stunning proposals, you don't need to be a professional graphic designer. Proposa handles all the design details. Add and position your content, and you'll be just as impressed as your prospects. You'll always be top-of-mind Proposa sends real time open notifications to your prospects when they open your proposal. -
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DocuCollab
DocuCollab
$19 per monthDocuCollab is a robust and flexible software that allows you to monitor and manage contracts, proposals, and other official documents. Real-time collaboration with customers, vendors, and the team. Increase productivity of your team and reduce clerical errors Be careful with sensitive documents. DocuCollab makes it easier to protect your personal and official information. DocuCollab enables you to link your CRM, ERP and HRM software for an efficient integrated platform. DocuCollab makes analytics and reporting easier. The agile software makes it easy to negotiate terms and conditions. DocuCollab facilitates a smooth and effective negotiation channel by allowing you to track changes and make comments. DocuCollab allows you to create folders and assign security levels. DocuCollab makes it easy to organize all documents related to a contract/proposal. DocuCollab can be used by businesses of all sizes and industry verticals. -
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ProjectMark
ProjectMark
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. -
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Twenty5
Twenty5
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 -
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Proposable
Proposable
You can save time and headaches by avoiding the tedious copy/paste process and instead use Find & Replace to create new proposals for your customers and prospects. You can simplify your new proposal workflow in just a few clicks. Instead of spending hours customizing new proposals, you will be able to do it in minutes. Your clients with stunning proposals will be noticed. For a more engaging sales presentation, add rich media and video directly to your proposal pages. After your proposal has been accepted, stop chasing payments. To instantly collect your initial payment, turn on proposal payments. Follow these steps to get your client to accept, pay, and review the proposal. To enable seamless sales proposal workflows, connect to the products that you already use to manage sales data. Dynamically create proposals using your CRM opportunities. Push proposal events back into CRM to improve visibility of all in-progress sales deals. -
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Tispr
Tispr
$16 per monthA productivity suite designed for you. We understand the hustle and bustle. We make it easy to handle the tough stuff so you can spend more of your time doing what you love. You can get things done faster and easier so that you can spend less time managing your company and more time doing what you love. All in one: Record, report, and get paid. In minutes, you can send your clients lawyer-vetted contracts. All your work files can be kept in one place so you can easily share them with clients. You can manage tasks easily and stay organized so that you can concentrate on the important things. It's one thing to manage your time. It's another thing to manage expectations. Our tools make it easier to keep your clients informed and up-to-date. With a flexible proposal builder and estimate generator, you can start new client relationships with confidence. To keep track of important details, organize and add clients to your client database. -
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Meridian for Proposal Teams
XRSolutions
$8 per monthIt is not easy to manage proposal resources. Meridian for Proposal Teams simplifies the process by giving Proposal Managers all the tools they need to keep the delivery schedule on track. It also gives subject matter experts the ability to contribute in a friendly and timely manner to the overall proposal effort. Instant access to approved content, and import it into any file. Search and retrieve company information, technical data, drawings, biographies, and product data. These are just some of the key features and benefits: You can view and track proposals at a glance, search for and publish to reusable contents libraries, work on proposal volumes within a collaborative workspace, create and manage virtual teams, use common document formatting, and accountability with checks-and-balances, all built on Microsoft SharePoint. -
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QuoteRobot.com
QuoteRobot
$19 per monthQuoteRobot 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. -
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Bidsketch
Bidsketch
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. -
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BidMagic Proposal Software
BidMagic
$1,299 one-time paymentBidMagic 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. -
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Sculptor CPQ
Twistellar
FreeTo 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. -
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CanvasLogic
CanvasLogic
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. -
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WorkRails
WorkRails
Selling services can be difficult, but with 10-30% your company's revenue at stake, it's not an option to get it wrong. WorkRails can help SaaS companies reduce churn and increase adoption. Instead of creating silos, start building connections between your PS and sales teams. WorkRails reduces friction and aligns departments so that everyone can enjoy the sweet flavor of success. Proper scoping leads better customer engagement. WorkRails enables you to scope service engagements accurately and quickly for faster and more efficient planning - reducing downstream risk and creep. The days of manually entering data into complex spreadsheets to sell managed and professional services are over. Automation is the key to closing more deals than ever before. -
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Hyphenate
Hyphenate
Hyphenate, an AI-powered platform, accelerates the creation and customization of sales proposals and statements. It analyzes past documents such as proposals, SOWs and marketing collateral to understand a company's capabilities and services. Subject matter experts and solution architects can input relevant sales information through emails, call transcriptions, and other material. Hyphenate generates tailored proposals that allow experts to edit and refine the content. This process reduces the amount of time, energy and resources required to produce high-quality proposals, allowing teams to respond quickly to client requests. The platform is designed to help solution-oriented teams in a variety of industries, such as IT services, law offices, management consulting, market-research companies, insurance brokerages, construction, high-tech professionals services, and financial service. -
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Meridian for RFP Analysis
XRSolutions
$98 per monthMeridian for RFP Analysis provides a reliable solution for managing request for proposals (RFPs) for state, federal, or local bids. Meridian for RFP Analysis is available with on-premise deployment and supports Windows OS operating systems. It provides critical proposal artifacts that can be used to help your organization develop a winning proposal. Meridian for RFP Analysis allows you to create detailed proposal outlines and conduct efficient analysis of any RFP document. -
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PROPRICER
Executive Business Services
Our pricing and estimating tool captures all information necessary to develop cost proposals. The data can then be manipulated to create cost breakdowns or roll-ups in any way you like. Our government proposal software can save detailed historical pricing data for future reporting. Pricing teams can quickly develop cost proposals by using the data and reasoning behind previous successful proposals. Pricing teams no longer need to validate and check formulas. They can now use advanced pricing features to find the right project scenario and price. You can feel confident knowing that your pricing structure, pricing formulas, and user permissions are all stored in one database. -
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Vendavo
Vendavo
We help B2B companies like yours optimize their pricing and sales to achieve predictable, profitable results - and maximize your commercial potential. How do we do it? Our world-class people, processes and technology will help you do it. Our best-in-class solutions are proven to unlock the commercial potential of your products and services. Vendavo Pricepoint, a cloud-based dynamic pricing management software solution, allows organizations to consolidate all relevant pricing information across their business in one place. Pricing teams can create and manage pricing strategies using user-configurable rules. This flexible pricing logic allows them to scale across their product catalogs, regions, countries and channels, as well as customers, to ensure that the price is always correct, regardless of the context. -
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Curate is an event management platform that caters to the needs of caterers and florists. Curate automates every step from proposal to strike unlike spreadsheets and sticky notes. This allows event professionals to spend more time doing what they love. Curate offers three products that seamlessly work together: Curate PROPOSALS, Curate COGS and Curate Rentals.
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QorusDocs
QorusDocs
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. -
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Tended.ai
Tended.ai
$19 per monthStreamline your bid processes with our AI platform. We help you win tenders, answer questionnaires and grow your company. No credit card required to try it today. No more manual data entry. Connect your data sources to us and we'll do the rest. Our AI generates data-enhanced answers in natural language. Get a clear view of all the requirements in the tender. AutoFill will fill out the tender for you and save you valuable time. AI can help you improve your responses. Use our collaboration tools for your team to get them involved. Spend less time on administrative tasks and more time growing your business. With our cutting-edge automation, you can complete tenders more quickly and accurately than ever. Integrate seamlessly with your tools to unleash the power of data. Our real-time collaboration tool and notifications will increase the productivity of your team. -
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Kytes
Kytes
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. -
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DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).
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ClientPoint
ClientPoint
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. -
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123PAS
123PAS
$375 per user per monthOnly 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.