Alternatives to QuoteCloud

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.

Sign.Plus, a legally binding electronic signature solution, is designed to speed up workflows for all businesses, large and small, as well as individuals. Sign.Plus Features: Fill out, sign, then send PDF documents, contracts and leases, NDAs, and agreements. eSignature is extremely easy to use and available on multiple platforms including mobile, web, and Google Workspace. You can monitor the progress of your signature requests live. Use these templates to send multiple documents to different recipients. A certificate of completion with a tamperproof audit report and details about the signers. Create a team and include your employees. Conformance with electronic signature regulations like ESIGN and eIDAS, ZertES and many more. Conforms to the strictest data regulations in the world, such as ISO 27001 and SOC2 Type 2. Data encryption at rest and in transit Data residency is required to meet all data compliance requirements.

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

Proposify is an online proposal software that allows you to control and monitor the most important stage in your sales process. The close. You can be confident and flexible in all aspects of deal design and sign-off. Make sales documents that are consistent and error-free. Get the insights you need to scale your process, make timely contacts, and forecast accurately. Your customers and prospects will enjoy a seamless sign-off experience The features include an easy-to-use design editor, electronic signatures and CRM integrations. Data-driven insights, interactive pricing and content management are just a few of the many options.

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!

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

All-in-one contract, proposal, and quoting software. Our online quoting software makes document automation easy. We enhance your CRM and offer everything you need to convert your leads into paying customers. There's no need to switch between word processors and CPQ tools. Quote Roller allows you to create sales documents, use dynamic quoting, receive electronic signatures, improve sales processes, and more. Your team's productivity will increase by 35% Quote Roller makes it easier for reps to close deals faster by eliminating duplicate work on sales quotes and replacing old PDF proposals. You can save at least an hour per document and several hours per sale. Automated manager reviews can help to streamline the approval process. Locked content meets accounting, legal, and marketing requirements. You can now count on consistent sales quotations and business proposals every time.

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

You can create better and faster business proposals. Create unique sales documents for clients by reusing content and managing costs to save time. Make your proposals more flexible. Make them look better. Increase your productivity. You can take your sales skills to the next level by creating unique sales documents that are accessible from anywhere. Quoters offers unlimited plans. A company's success is dependent on one person. Quoters is your best tool for quoting so you can concentrate on what really matters: your business. Quoters allows you to work in the cloud to create professional sales proposals. This will ensure that your price quotes reflect your brand. You can keep track of all versions of your project, and clients can accept your proposals online. It can be difficult, if not impossible, to get your quote accepted immediately. You can create as many versions as you need. Once you have convinced your client, he/she will be able to sign the quote online.

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

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.

AI allows you to create new proposals based on your previous proposals. Sign up for free or choose the plan that best suits your team. Upload your old documents to Google Drive or Dropbox. Use Docue for faster sales proposals and quotes. Sign up for free and upload your previous proposals to create new proposals faster.

This simple tool allows you to create business proposals that stand out from the rest. Duuers proposal editor makes it 10x faster to create proposals than your current tools. You can either choose from pre-made templates or create your own. This saves both time and effort. You will make your customer feel valued right away. You can create a positive customer experience by using ready-made, well-designed quote templates. It is easy to read and open the offer. You can instantly answer customer questions and provide more information. This will help you win more deals. When the customer accepts, comments on, or opens the offer, you will be notified. It is easier to win trades by being able to modify submitted offers immediately, without having to submit again. No matter who the bidder is, always present a professional-looking offer. Your company's products and services should be promoted in a cohesive way.

Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.

Better Proposals makes it easy to create, track, send, and sign business documents in a matter of minutes. It comes with over 200 pre-written templates for proposals, contracts and sign-offs. You can automate your entire sales process using the 40+ integrations.

When creating a quote, the seProposals pricing engine will guide your sales team. Only authorized users can modify pricing. This means you don't need to worry about pricing errors or discounts that have not been approved. Access key resources like case studies, cover letters, and images from the asset library. You can ensure that your sales reps have the most current, approved content for proposals. This is true even if the material is new to you. seProposals integrates seamlessly with all major CRM systems. Maximize the power of your CRM to maximize sales efficiency and reduce errors caused by duplicate data entry. Our templates can be customized to match your brand and design specifications. Every proposal, no matter who it is created, follows your corporate style. Your proposals will look great, and you won't have to waste any sales time formatting them.

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.

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.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Nulius' editor is easy to use. You can easily migrate your proposals and begin creating them with no learning curve. Select the best template and cover for your proposal. Insert pricing tables, logos, or other images and adjust the details. You can see the progress of your closing by recording everything that happens to your proposal. You will receive an email notification for the most important events. Live notifications will be sent to you when your prospect accepts, denies, or opens your proposal. This allows you to respond quickly and win. Use formulas to automate calculations and update, and save time with custom fields. Use our Content Library to reuse content and avoid writing the same content twice. These insights will help you engage clients. Find out how long your client spent reading the proposal. Segmented by page and version. Get detailed reports for any period to find out who is your top performing teammate.

Notch is an innovative proposal and document builder designed for small sales teams and agencies. It allows teams collaborate effectively with clients, track progress and close deals quicker. Key Features - Shared Spaces : Easily share documents and proposals with our simple Space Builder. - Signatures - Use e-signatures for client approvals to close deals. - Interactive Offer : Create proposals that are customizable and clients can interact with by selecting or adjusting services directly. - Interactive Tasks : Assign tasks in the document to increase clarity about responsibilities and deadlines. - Space Analytics : Analyze interactions with clients to optimize content and improve engagement. Notch is perfect for small teams looking to streamline workflows and increase sales efficiency.

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.

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

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.

Proposal Kit has been used by small and large businesses, as well as individuals in every industry, to create business proposals, plans, quotes, plans, and contracts for over twenty years. Download Proposal Kit now and you can get started in minutes. No ongoing subscription fees. Support is provided at no additional cost. Proposal Kit is ideal for times like these. Instead of paying monthly fees, save money with one low-cost purchase. All of our proposal packages include templates for all types businesses and situations, including healthcare and medical. Our staff is ready to help you create any type of proposal document that you require. Install locally, on your network, or in the cloud. Writing proposals and contracts for any business. Many situations require proposals and contracts. 15,000 page content library.

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

Templated quotes, approval workflows and pricing guardrails will make closing easier for your sales teams. They will empower your reps and make closing more efficient. Pre-approved, fully customized agreement templates can be created for your sales team. You can make changes immediately and adapt to your business's needs. You don't need to wait for long implementation processes. RevOps makes it easy to get your team up-and-running in hours, days, and not weeks or months. Your reps will be able to work with you while still maintaining control over the structure of deals. Your team will save time and create approval workflows to promote alignment and improve efficiency. You can easily send documents to anyone around the world and scale your sales operations for remote and digital markets.

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

Proposeful allows you to send proposals and contracts, track clients' openings and close sales quicker with electronic signature. Proposeful is the ideal business proposal software. It allows you to quickly create beautiful proposals and share them with clients. Our business proposal software will let you know when a client opens your proposals and how long they spend on each. With just a few clicks, clients can accept your proposals. Connect Proposeful with your CRM and other tools to automate the submission of your proposals. Invite unlimited users to your account. They can reuse proposal templates and close deals easily. You can organize and search for proposals using tags to see how they performed. Our intelligent reports will allow you to track how clients interact with your proposals. You can track every client's access and see how long they spent on each section of your proposal. All templates are customizable.

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.

XaitWebProposal helps you create custom mini-websites, without the need for a web developer. Ideal for sales teams and proposal teams who want to save time, engage with buyers and keep the discussion flowing. Engagement provides insight into opportunities. XaitWebProposal is a fast and unique way to stand out in the crowd. XaitWebProposal automatically manages content and layout for professional documents that are on-brand. XaitWebProposal automates mini-sites based upon your content and layout, saving you time. Interaction accelerates sales cycles, XaitWebProposal keeps the conversation flowing with its interactive experience.

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.

Quote 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

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.

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

Qwilr allows you to create stunning sales and marketing documents that will help you save time, and get more work. Qwilr has been trusted by thousands of businesses to beautify their communications. It is for forward-thinking, innovative teams. It's an interactive platform that is mobile-friendly that allows teams to rework sales and marketing collateral such as proposals, pitches and quotes into stunning web pages. Qwilr allows users to embed videos and maps, surveys, spreadsheets and other data into their documents.

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.

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

Proposa 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.

Routzy is an iPad app that combines the best features of multiple business utilities into one mobile sales center. Transform your leads into customers today. Keep track of all customer and prospect communication from one place. Routzy is the perfect tool to help mobile sales teams create optimized sales routes in seconds. You can create professional quotes instantly to increase your chances of closing deals on the spot. Digitize all your paperwork and create the forms that you need to handle any situation. Create compelling presentations to communicate your ideas and boost your sales pitch. Dropbox integration allows you to access contact information and track worker activity.

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

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

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

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).

Super Proposal is an innovative tool that enhances the proposal process. It has secure, legally-binding digital signatures, which allow clients to instantly sign documents, eliminating the delays that come with traditional methods. This ensures that the proposals are valid and unalterable, accelerating the sales cycle. The platform provides transparency and accountability by tracking document changes in real-time. Users can monitor each modification, which fosters client trust and ensures compliance with legal standards. Super Proposal also supports multiple languages. This makes it adaptable to international clients. This feature improves communication and engagement allowing businesses to reach out to a wider audience. Super Proposal's comprehensive functionality streamlines workflows and improves efficiency. It also builds stronger client relationships.

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.

You don't need to use an attachment or share drive to send important documents. You can simplify file creation and sharing (contracts quotes etc.). Avoid sending long emails and attachments to contacts. This will make it easier to share your most sensitive documents and prevent them from being sent. All documents can be shared with your contacts via a centralised, shared, and organised space. You can add, delete, and replace documents with just a few clicks. This will make it easy to build a relationship with customers, prospects, and partners. Our predictive machine learning algorithm based lead scoring allows you to instantly qualify contacts and gauge their level or interest. Tilkee's lead score can be used to trigger the next step (automatic or manual) and increase your operational efficiency as well as profitability.

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.