Alternatives to Twenty5

EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.

Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

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.

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.

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!

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.

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.

QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.

PSQuote bridges the gap between CPQ and services. You get a unified process for quoting professional services. You will spend more time delivering and less time quoting. Using spreadsheets to create estimates, rather than Salesforce? This disjointed system causes a gap between what was sold, and what is delivered. This leads to revenue leakage, also known as lost profits. It can also lead to difficulty tracking what you sell and what you deliver. We know how frustrating this can be and believe you deserve better. Automate and streamline the quoting process. Get accurate estimates and quotes. Automate the sales-to delivery handoff. Get a complete view of all service operations, from estimation to execution. You can get more detailed forecasting and inputs for demand planning. Your sales team can now quote services based on exactly what you deliver. PSQuote is the product of years of experience in building quoting tools that have been used by dozens of clients.

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.

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.

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.

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.

COVALYZE optimizes the entire strategic procurement process, from demand management to RfP comparability. COVALYZE provides a better category data set that includes all technical business specifications in a structured format. You can get new insights into your category data by combining supplier prices with detailed business specifications. How can I reduce the number of article variants? What business features are driving the category's price? Book a demo session today! COVALYZE is an online platform for OEMs and enterprise producers who want to reduce the cost of sourcing components and services while speeding up time to market. COVALYZE gives you all the information you need to start your negotiations. You can find everything you need: price of components, high-priced suppliers, overpriced parts and many other things.

In one step, you can create your pricing and statement-of-work. ScopeStack allows you to pick and choose features from different technology towers, making it easy to scope. No more spending hours editing grammar and word templates. ScopeStack automatically creates the scope while you select features and functions. Visually determine which projects will be more profitable and use key business metrics for auto-approval.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).

SCOPE is being used by some of the most prominent agencies and advertisers in the world to manage, price and track their budgets and scopes of work. Teams can access all their scopes of work from one place. They can collaborate, approve and approve deliverables, budgets, and tactics from anywhere. One source of truth is all you need. Scope management in one tool allows everyone to have a shared view of work being done and the progress being made. SCOPE is the only platform that connects agencies and advertisers across all markets. Only tool that allows real-time collaboration between disciplines, teams, markets, and agencies. Collaboration is key to success. SCOPE provides a single point of view and a place where scopes can be tracked, collaborated and analyzed. It is available to all groups, from one office to a global network that includes advertisers and agencies. Smart decisions are made when everyone speaks the same language. Transparency builds trust and opens up the door for analysis.

XaitCPQ (Configure price, quote) stores all complex product, pricing and business rules in one central location. This allows for automation and streamlining in real-time. We help organizations win more deals with better margins. We make it quick and easy for customers to price and build the right product and service combinations. Reduce the sales cycle and eliminate bottlenecks. Sales teams can present the right solution at the right price to the right customer at the right time. XaitCPQ is a cloud-based solution that allows sales reps to work anywhere and from any device. Management can see exactly where a purchase is at any point in the process, its status and who's working. There are more chances to sell and add value than ever before.

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.

Workspace allows you to create proposals, manage projects, and send invoices all from one place. Beautiful proposals will help you manage leads and win more customers. Create custom labels for leads to organize them into groups. Save existing templates to create proposals and reuse them later for different clients. Use chat or email to collect project requirements. Multiple projects can be managed from one dashboard. You can track progress across projects and zoom in to see details to address risks. You can customize stages and properties to fit your project's lifecycle. Invite clients to update in real-time and add team members. Break down projects into tasks and milestones. Scope your projects using templates or previous projects. Assign tasks to groups, create subtasks, and set due dates. You can track your tasks in a board, list or calendar view. You can filter by assignees or projects. Manage your finances, create invoices and get paid on time.

Use discount rules and guided sales flows to ensure correct pricing. By integrating controls, approval flows and signatures into the quotation process, you can reduce risk and avoid errors. Customers can preview furniture in different combinations and change colors easily, giving them an accurate and personalized preview. Integrating 3D environments on your website will transform the customer experience and enable an interactive product display. Give your customers the ability to explore and visualize a variety products in different designs, colors and interior styles within pre-designed virtual spaces. They can also instantly redesign their spaces digitally, replacing the old with the new and playing with products from your range in order to create their dream environments. Animech CPQ is a customized solution designed to simplify the sales process. It will revolutionize the way complex products are sold.

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.

Get rid of the spreadsheets. Workday Services CPQ can quote any service or subscription. Workday Services' CPQ is built for subscription and service quoting. It includes guided selling, solution catalogs, pricing modeling, and much more. Quote services separately, or combine them into one quote. Do it 10x faster. Automatically create accurate orders, proposals, SOWs or any other quote-related documents. Workday Services CPQ builds dynamic document content as you build a quote. Quote approvals can be routed based on financial and non-financial metrics such as risk, product, practice or region. Workday Services CPQ connects bi-directionally with CRM, PSA and ERP software. We offer integration packages between Workday and CRM. Our development team can create new integrations if needed. Workday Services CPQ features are innovative and go beyond traditional quoting. They raise the bar in terms of user experience. Businesses can work smarter instead of harder with these features.

Bit2win 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.

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.

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.

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Accelerate your sales process, win more deals and get ahead of your competition faster than you think. Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP and unites all your sales processes on one platform: CRM, CPQ, and Commerce.

CRM Software for Small Businesses. Complete Customer Relationship Management, Helpdesk and Sales Tools. You are busy. You don't need another software program to keep you updated. SwiftCRM is a better alternative to traditional CRMs. SwiftCRM allows you to automate more and send emails, calls and postal mail directly through the application. You don't have to copy and paste. SwiftCRM is the most customizable sales dashboard in industry. This means that you and your team will feel at home with the language, statuses, labels, and deal flow that are compatible with your systems. Software should be compatible with humans, not vice versa.

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

Manage all your projects efficiently – in one place. EMDESK is a single, flexible project and financial management platform that unifies planning, controlling, execution, and collaboration in projects. It helps teams and stakeholders to work together, while maintaining maximum control and transparency. Hosted and developed in Germany, EMDESK guarantees the highest security standards.

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.

Products and services today are more complex and personal. It is therefore more difficult for organizations manage a wide variety of products and pricing options. Pricing based on dynamic parameters can make product pricing difficult. Additionally, the need to create new proposals for each channel requires separate configurations. Sales opportunities can be lost if sales representatives are unable to control prices and apply discounts. In addition, incorrect orders could cause serious losses in order rates. For a successful sales operation, bid management is essential. Etiya Configure Price, Quote (CPQ), which manages multiple services performed by different functions in a single offer. It makes complex product, pricing, and business rules centrally accessible, automatically, and in real-time. It allows you to create structured and accurate offers.

Our customers can rethink how they address B2B sales and pricing challenges. We offer smarter pricing software and better data analysis, built on the only cloud-native platform in the industry. We have decades of experience in building customized solutions for a wide range of B2B industries. Cost volatility. Complex pricing structures. It is cumbersome. Rethink your pricing approach. You have thousands of customers, products, and commercial decisions. Reimagine sales and pricing. Complex pricing processes. Rate inconsistency. Revenue leakage. Reimagine rate attainment. Our SaaS pricing and pricing software and cloud native Platform enable businesses to quickly respond to changing business dynamics, address major revenue leakage and execute pricing and sales strategies more effectively.

Trusted by thousands of professionals. ONtility ProTM was developed from nearly two decades of direct experience working with professionals in the solar and renewable energy industry. It is designed to accelerate and improve the sales process. You can easily crunch the numbers, create professional sales proposals materials, and manage sales activities. ONtility ProTM allows you to focus on what is important: identifying customers' needs, designing smart solutions and acquiring new business. You can produce accurate pricing and performance estimates that are based on current energy rates, rebates, and incentives. A PV Layout Tool is included: Define buildings, installation areas, keep away areas and obstacles. The Solar PV Layout Tool automatically places PV modules, creates shade views, and provides 3D views.

Acumen360 Marketplace Platform Accelerates Revenue. There are three core modules: Configure Price Quotation (CPQ), Service Deliver Express (SDX), and Unified Experience Portal. These can be used separately or in combination. The Acumen360 foundation software offers a scalable solution for automating and streamlining services, enabling scalable revenue growth, and reducing costs. We enable automated service delivery through a marketplace by providing a self-service platform. It allows you to do more with less by transforming complex tasks into simple, manageable ones. The foundation extends your buying experience with an aggregation and guided marketplace experience.

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

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.

A 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.

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.

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