Alternatives to UpMail

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.

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.

TigerLRM is a CRM with built-in Sales Enablement. We include tools for Content Management, Training & Coaching, and more, plus our mobile app.

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

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

Showpad Enablement Operating System® (eOS), unites marketing teams and sales teams for revenue-driving experiences. Empower sellers to engage buyers with relevant content and training and run deals confidently. Showpad eOS® offers a centralized platform for content and sales tools, allowing sellers to adapt instantly to buyer needs. They'll have the answers at their fingertips. Bring physical products to digital app experiences. From 3D models to immersive 360deg showrooms, you can engage in more engaging conversations in person. Plus, sellers can collaborate with decision-makers through comments and uploads on a Shared Space -- a convenient and customizable microsite that helps accelerate the sales cycle. Showpad Coach helps you scale the winning behaviors of top sellers to train, coach, and onboard your team to become trusted advisors.

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

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.

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.

iFOLIO serves as a cloud-driven digital engagement platform that revolutionizes sales and marketing in our increasingly virtual environment. It enables users to surpass pipeline and revenue objectives while swiftly addressing buyer expectations through enhanced engagement. With just a few clicks, you can provide captivating, brand-aligned information and effortlessly update the same link or create and personalize duplicates. Whether sharing rich content one-on-one or broadcasting to larger audiences, you can craft tailored visual campaigns that resonate. Gain insights into who has accessed your link, the duration of their engagement, and their specific interests, allowing you to prioritize leads using cutting-edge sales intelligence. You have the flexibility to personalize a link or generate a custom URL for a website, with options for public, private, or password-protected access. Elevate your presentations using rich media, set yourself apart in introductions, and address client inquiries through effective digital communications. Additionally, you can mentor your team with the iFOLIO leaderboard, energize your proposals, and take proactive steps using real-time sales intelligence. Finally, assess engagement levels with patented heat maps and harness advanced analytics to boost conversion rates. This comprehensive approach ensures that your sales and marketing efforts are not only efficient but also effective in achieving your goals.

Salesdrive serves as a B2B sales enablement platform that helps revenue teams accelerate the conversion of leads by providing a suite of content tools, interactive proposal creators, buyer portals, and real-time analytics on buyer behavior. By consolidating all sales and marketing materials into a unified library, it enables teams to present, share, and monitor documents swiftly while maintaining brand consistency. Among its features are a proposal builder, portfolio visualizer, chart mapper, video navigator, business locator, and interactive learning modules, all aimed at improving buyer engagement and facilitating the mid-funnel journey. Additionally, it includes a buyer engagement portal where potential clients can interact with proposals, pose questions, accept offers, and maintain alignment with the sales team. The platform also enhances its functionality with CRM integration, content-driven buyer insights that analyze the viewing habits of prospects, automated personalization, and detailed content performance metrics. Such comprehensive tools not only boost efficiency but also foster deeper connections between buyers and sellers throughout the sales process.

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.

Develop engaging documents effortlessly without any coding skills and distribute them widely to obtain valuable insights. You can share your content through customized or publicly accessible links. Tiled stands out as the premier microapp platform, recognized for boosting engagement and providing meaningful insights. Microapps serve as dynamic content experiences that enhance organizational communication by turning each interaction into a memorable encounter. By utilizing Tiled microapps, you can elevate sales, enhance the customer journey, foster deeper comprehension, and unify team efforts. Tiled empowers you to design interactive pitch decks, client proposals, sales playbooks, employee training materials, marketing assets, and much more, transforming the way you present information and engage with your audience.

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.

Turtl is the first and only Revenue Content™ Platform that helps you close the gap between content and revenue. If you use PDFs for any of your marketing activity, at any point in your buyer journey, the chasm between your content and revenue is going to be vast. Poor engagement, no data, no analytics, hard fought insights - without using a PDF alternative, there’s no clear path to closing the revenue gap. One document format with limitless applications. From interactive hero content and customer case studies, to sales decks and detailed product guides - Turtl does it all. Turn prospects into opportunities & customers into raving fans. Turtl helps you better attract, engage and convert your audience across your entire buyer journey.

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.

Streamline your online event planning with our comprehensive CRM and sales software designed specifically for venues, catering, and hospitality industries. Our distinctive request for proposal (RFP) feature ensures you are always ready to handle new inquiries, presenting a polished image no matter the device. By utilizing digital proposals, you can craft tailored proposals for each event with ease, leaving competitors in the dust. Impress clients right from the start with our innovative digital proposal system. With adaptable quotation templates, you can create and dispatch superior proposals in significantly less time. Effortlessly send either partial or complete invoices for events with just a click. With MICE, the hassle of managing Word documents, emails, and scattered information is eliminated, providing you with one cohesive view of all your events. Enjoy an organized overview with versatile daily schedules and capacity charts. All essential event details are consolidated in one location through our robust event dashboard, allowing you to generate schedules and worksheets within seconds, ultimately enhancing your efficiency and productivity. This seamless integration of features not only saves you time but also elevates your overall event management experience.

Say goodbye to chaotic drive folders and embrace a more streamlined approach to content management with our innovative sales enablement tools. Effortlessly upload and connect your ebooks, one-pagers, whitepapers, sales decks, videos, battle cards, and more, allowing you to transcend traditional Drives to monitor sales activities and gain valuable insights into sales performance. Empower your sales team to link, share, and track essential materials seamlessly. In just minutes, you can create tailored collections and resource pages for your specific campaigns or channel sales initiatives. Gain clarity on the materials that are instrumental in closing deals and optimize your strategy to bolster future sales opportunities. Customize the funnel stages, content types, and tags so that your sales team is equipped with the right resources for every phase of the sales process and buyer's journey. Organize content by product, industry, and region, accommodating growing teams that are tackling multiple verticals and product lines, while ensuring that every seller has access to the right information at their fingertips. This comprehensive approach not only enhances collaboration but also drives better results across your organization.

Show can understand what you are doing. Show can add a photo, edit text, or animate a slide. Our clutter-free UI gives you the options that you need to complete the task at hand. Zoho Show comes preloaded with 100+ templates that can be used for everything from startup pitch decks to business proposals and sales presentations. A central repository for presentations to facilitate better collaboration and bring together dispersed teams. Keep in touch with your teams to make collaboration more productive. You can import your existing PPTX and PPTX files and work on them without formatting issues. No more lost remotes or tangled cables. You can broadcast your ideas on any smart TV and control your presentation using your smart watch or mobile phone.

Qarar is a collaborative platform powered by AI that allows teams to swiftly create CFO-ready business cases using tailored templates, established assumptions, and an interface that eliminates the need for spreadsheets. This tool automates the modeling of ROI and cost benefits, offers structured frameworks for articulating value propositions, and facilitates the real-time evaluation and comparison of various scenarios. Aimed at centralizing all workflows related to business cases, Qarar organizes assumptions, financial data, and narrative justifications to ensure uniformity across all proposals while preserving the organization’s knowledge as team members transition. It features integrated sales enablement tools that enhance the development of refined, investor-quality documents that include charts, executive summaries, and analyses tailored to stakeholders. Additionally, Qarar provides version control and portfolio management capabilities, enabling the CFO's office to efficiently track, compare, and approve multiple business cases simultaneously. With its user-friendly interface and comprehensive features, Qarar not only improves efficiency but also fosters collaboration among team members.

Zoomifier serves as a streamlined, unified platform designed to empower your sales team by harnessing the effectiveness of video for enhanced customer engagement. It allows users to organize, explore, search, share, embed, or showcase an endless array of high-definition videos, animations, 360-degree panoramas, 3D graphics, presentations, virtual tours, and much more, all stored in a secure and centralized location without any restrictions on size or duration. By developing a comprehensive video library, businesses can significantly bolster their marketing and sales efforts. There's no need to employ professional filmmakers to produce videos, as Zoomifier enables your sales team to swiftly craft personalized videos in just minutes, utilizing existing sales materials, presentations, and proposals. The platform seamlessly allows for the embedding and editing of videos directly within presentation slides, giving you complete control over how the content is displayed to your audience. You can confidently incorporate videos into your sales presentations and brochures, free from concerns about size, length, or bandwidth limitations, thus ensuring a smooth and engaging experience for all viewers. This functionality enhances the overall effectiveness of your sales strategy, making it a critical tool for today’s competitive marketplace.

We are thrilled to unveil FastSpring Interactive Quotes. In this concise product overview featuring Mark Jacobs, Senior Program Manager at FastSpring, you'll witness the impressive capabilities and adaptability of Interactive Quotes. You can create new quotes from the ground up or utilize an existing template. Tailor ideal packages to suit prospects of varying sizes. You'll receive notifications and updates whenever your clients engage with your proposals. Experience seamless pricing, quoting, e-signatures, and payments all on one page. Enhance collaboration with your team and prospects by introducing dynamic pricing early in discussions, allowing them to modify options according to their preferences, and facilitating signing and payment simultaneously. Enable your prospects to select their desired offerings with ease, paving the way for closing deals directly through the Interactive Quote feature. This innovation not only streamlines the process but also enhances the overall user experience.

Use our all-in-one sales platform to lower barriers and increase sales performance. Our platform provides solutions for all businesses, from growing companies to highly regulated global corporations. It helps salespeople sell better, marketers track and manage content usage, and organizations have a better sales-marketing dynamic. vablet is affordable and works on all devices, online or offline. You can integrate vablet seamlessly with Salesforce and create automatic updates to reduce manual labor. vablet can help you unleash the potential of your sales team! Interactive presentations, fillable forms, content recommendations from AI, and AI-driven content recommendations will help you win more deals. A central digital content library that is accessible from any device with or without Wi Fi solves document control and management problems.

The essence of hospitality sales lies in aligning your proposal with the event planner's vision. SendSites allows sales managers to swiftly craft captivating interactive proposals that highlight your venue's unique features. Given that many proposals are accessed via mobile devices, it's essential to create a striking first impression using visuals and videos that perform excellently on any screen. Proposals created with SendSites are designed to automatically adapt to different screen sizes, ensuring they always look impressive. This approach not only alleviates concerns but also reinforces your professionalism. Tailored specifically for sales professionals, SendSites aims to equip sales teams with the ability to present marketing-quality content while maintaining the adaptability necessary for successful deal-closing in a dynamic environment. With SendSites, the ability to design stunning proposals that effectively promote your property is accessible to everyone, even those without a design background. Because our focus is solely on the hospitality sector, we understand your operational needs and provide dedicated support, ensuring you never feel overwhelmed by marketing tasks. In addition, SendSites enhances the proposal development process, allowing you to concentrate more on selling rather than getting bogged down in administrative details. Ultimately, this tool not only boosts your efficiency but also elevates your overall sales strategy.

Streamline the RFI, RFP, and tender response process to produce stunning, impactful documents that enhance your business opportunities. Our cloud-based solution allows proposal teams to work together on various RFPs, RFIs, and tenders through real-time co-authoring capabilities. Intelligent features for task assignments, feedback, and approvals ensure seamless collaboration among team members, enabling the rapid production of top-notch documents. The efficient creation process, aided by automated formatting, version control, and layout templates, along with our comprehensive content library, provides the opportunity to prioritize personalization and content quality. Produce impressive, on-brand bids that showcase the excellence of your services effortlessly. With templates and streamlined formatting, your proposals will maintain a professional appearance that aligns with your branding. Enhance the proposal-building experience by utilizing intuitive step-by-step questionnaires combined with our extensive content library, allowing you to generate customized proposals swiftly and efficiently. Additionally, this approach not only saves time but also enhances the quality and effectiveness of your submissions.

Empowering pharmaceutical sales and medical affairs teams through a user-friendly, efficient, and fully compliant digital platform is our mission. By accelerating sales, we ensure that the right content reaches the appropriate audience across various platforms while providing complete visibility into prospect interactions. We have integrated streamlined compliance from the very beginning of our design process. Our platform is compatible with Veeva Vault, Veeva CRM, and other widely used tools in the pharmaceutical industry. With our data-driven tools, you gain invaluable insights into how well your content performs. The seamless onboarding process allows teams to devote more time to sales and engaging with potential clients. Understanding the critical nature of compliance in your operations, MobileLocker simplifies the process significantly. Regardless of whether your team is using a mobile device, desktop, online, or offline, they can always access the most recent version of any asset you upload. Additionally, managing expiration dates and distribution for all your content is a breeze, ensuring that your team is always equipped with the latest information. In this fast-paced environment, having reliable access to up-to-date materials can lead to more successful interactions and outcomes.

Maglr is a content creation platform that allows companies to create visual and interactive content in order to promote their products or services. Join them in replacing static content with better content experiences. Digital publications can now be created by marketers and designers, with no coding. They are easily measurable and responsive. The platform allows you to update all types of content found on and around websites. Digital magazines, sales presentations and white papers, annual reports, landing page pages, campaign microsites, product catalogues, embedded content, and many other uses. Two editors, infinite possibilities Maglr offers two types of content editors: the drag-and-drop Block editor or the advanced Pro editor. Each editor comes with a set ready-to-use responsive templates. You can create stunning content without writing a single line code. Maglr is the content experience tool that will enhance your content marketing strategy.

Enhance the effectiveness of your go-to-market strategy by integrating customer value at every stage of the new product launch. Develop engaging Value Models that measure and illustrate the customer benefits of your offerings. Accelerate your sales momentum by utilizing digital Value Stories during the entire B2B sales process. Assess and relay the significance of your solution throughout the account management journey. LeveragePoint serves as a cloud solution that synchronizes product, pricing, marketing, and sales divisions around value by fostering collaboration on interactive, digital Value Propositions. By effectively articulating the quantified advantages of their products from the initial engagement, B2B sales teams can achieve increased profitability, enhance their success rates, and shorten the sales cycle for both new and existing offerings. Equip sales representatives with the confidence to engage customers by focusing on pertinent business challenges, demonstrating financial outcomes, and providing access to top-tier content tailored for the customer. This approach not only boosts sales performance but also fosters stronger relationships between teams and clients.

The Excel-to-Word Document Automation Add-in streamlines the process of transferring Excel content into Word and PowerPoint files, allowing for the effortless integration of various types of content such as text, lists, tables, images, and charts. Users can easily establish connections to this "dynamic" content for updating purposes. This enables the modification of both new and existing Word or PowerPoint documents with data sourced from any Excel workbook, regardless of whether it is newly created or already in use. It is particularly useful for generating recurring reports and personalized documents that require frequent updates. Moreover, users can utilize their workbooks and documents as templates, as any Word or PowerPoint file linked to the workbook through the core add-in can serve as a template. The add-in simplifies the processes of linking, testing, uploading, and managing document templates alongside related Excel-based resources, ensuring efficient document management and content updates across various platforms. This automation tool significantly enhances productivity by reducing manual effort and error in document creation and updates.

XaitWebProposal enables users to effortlessly create tailored mini-websites without needing a web developer, making it perfect for sales and proposal teams looking to enhance efficiency, captivate potential buyers, and sustain ongoing dialogue. By fostering engagement, it unveils valuable insights into opportunities. XaitWebProposal offers a distinctive and rapid approach to differentiate from competitors in the market. The platform effectively manages both content and layout, ensuring that documents are professional and align with brand standards. Increased engagement translates to heightened opportunities, as XaitWebProposal automates the development of mini-sites derived from your specific content and design, ultimately saving precious time. With its interactive features, XaitWebProposal not only accelerates the sales cycle but also keeps the conversation dynamic and ongoing, enhancing the overall user experience. This seamless integration of functionality and creativity allows teams to focus on what truly matters—closing deals.

Produce videos, develop microsites, execute campaigns, monitor everything, and integrate with your CRM seamlessly. Creating a video can often feel overwhelming, but OneMob simplifies the entire recording experience, making it both easy and adaptable. The most effective videos are those that convey a personal touch. If you're looking to craft and distribute customized videos to numerous customers, OneMob facilitates that process effortlessly. Explore our comprehensive sales engagement platform designed to boost meetings, enhance your sales pipeline, and increase revenue! Manage, upload, and organize all your sales and marketing materials efficiently. Create personalized web pages that reflect both your company and client branding. Send out to 2,500 personalized emails, enhanced with video content. Generate unique branded links to share across various platforms. Monitor engagement metrics such as opens, clicks, viewing duration, document downloads, and button interactions. Additionally, gather both text and video responses, all conveniently documented back to your CRM for streamlined tracking and analysis. This way, you can ensure that every customer interaction is recorded and utilized effectively.

Veles offers an intuitive pricing solution designed specifically for sales teams to create precise proposals and quotes. By analyzing historical data, this tool identifies the most effective strategies for increasing deal sizes for each sales representative. It provides insights into which products are frequently quoted and the pricing levels applied, ensuring that revenue is maximized throughout the process. Additionally, Veles allows tracking of product inclusion in proposals, the discounts applied, and the various negotiation tactics employed by sales reps. It helps identify how different representatives negotiate deals, including their approaches to discounting and concessions, enabling a comparative analysis of team performance. With Veles, you can unlock untapped growth potential by utilizing a powerful quoting experience and in-depth analytics that empower your sales strategy. This comprehensive understanding can lead to more informed decision-making and improved sales outcomes.

Streamline the process of closing deals quickly by organizing, sharing, and analyzing all the essential tools your buyers and sellers require through our digital sales rooms. With marketing materials, sales resources, and customer insights all accessible via a single link, we simplify the complex B2B sales journey. The challenges of managing content creation, conducting Zoom meetings, and facilitating Q&A sessions among 2-20 buyers and influencers can be overwhelming. Enable revolutionizes this experience by providing a centralized digital sales room for efficient management. Sellers often devote up to 25 hours each month searching for the right content, and the issue of content sprawl exacerbates this problem, making it a daily struggle to locate what they need. Finally, there's a solution that consolidates everything necessary for sellers and buyers to expedite deal closures. It's crucial that we do not complicate the process for our champions, as the multitude of emails, meetings, phone calls, and documents can hinder their ability to collaborate effectively with their evaluation team. Enable not only organizes this chaos but also tracks all sales room activity, providing real-time alerts to the sales team for enhanced responsiveness. By bringing all these elements together, we ensure that the sales process is more efficient and less burdensome for everyone involved.

App Data Room is a cloud-driven software designed for enterprise sales enablement and the performance management of marketing assets. This platform is both user-friendly and effective, assisting marketing and sales teams worldwide in organizing, sharing, storing, presenting, and monitoring interactive sales and marketing materials from any location and on any device. Additionally, App Data Room offers an array of functionalities such as digital asset management (DAM), document management, along with comprehensive reporting and analytics capabilities. It seamlessly integrates with customer relationship management (CRM) systems, content management systems (CMS), marketing automation tools, and various other essential business software solutions, making it a versatile choice for organizations looking to enhance their sales and marketing efforts. The software's design ensures that users have easy access to vital resources whenever they need them.

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

Proposeful serves as an ideal platform for dispatching proposals and contracts, enabling you to monitor client engagement and expedite sales through electronic signatures. It is an excellent tool for crafting visually appealing proposals that can be shared swiftly with potential clients. With this software, you'll gain insights into when your proposals are accessed and the time spent on specific sections. Clients can conveniently accept proposals with just a few clicks, streamlining the approval process. By integrating Proposeful with your CRM and numerous other applications, you can automate your proposal management efficiently. You can invite an unlimited number of users to collaborate within your account, allowing them to utilize proposal templates for seamless deal closures. The system allows you to categorize and search proposals using tags while providing visibility on their performance metrics. Additionally, the analytics feature offers valuable insights into client interactions with your proposals, tracking every access point and duration spent on each proposal section. All templates available on Proposeful are fully customizable to suit your needs, ensuring you can tailor your outreach. This flexibility enables businesses to maintain a professional appearance while adapting to various client preferences.

Sales enablement that activates the buyer's experience. Your field sales, distributors, and dealers can thrive at the most crucial moments of the customer journey. Modus transforms the sales channels for top-notch brands. Imagine a fully customizable app that allows users to create, manage and track interactive content. This is the same platform that allows sales teams to capture leads and upload them to their CRM. You can also instantly share interactive content with prospects at the most crucial moments of your sales process.

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

Utilize our versatile templates to craft client quotes, sales proposals, product sheets, and folders, or simply upload your pre-existing sales materials for seamless integration. Setting up your business profile is quick and easy, requiring just a few clicks to make adjustments to your sales documents. Bidrik serves as your centralized sales hub, enabling you to create and store all communications intended for your customers, effectively streamlining your sales process for faster deal closures. You can send sales quotes and proposals directly online, allowing you to track when they are accessed, how much content is read, and the duration of engagement. Additionally, you can configure automatic reminders to keep your follow-ups timely. Acting as your automated digital sales assistant, Bidrik efficiently processes customer orders, minimizing the time and effort you need to invest. With a user-friendly dashboard and real-time analytics, you can monitor your progress effortlessly. Ensure that you don’t miss out on potential sales by receiving alerts when your quotes and contracts are nearing expiration, allowing you to take action promptly. Stay proactive and organized, enhancing your sales strategy with Bidrik's comprehensive features.

Topo.io empowers sales teams to advance their interactions with buyers by consolidating stakeholders, resources, and deals into a single platform. By integrating Topo.io with your CRM and various business applications, you can effortlessly monitor prospects' activities and engagement, streamlining follow-ups and reporting processes. Organize your Quarterly Business Reviews (QBR) effectively while communicating key goals to clients. Ensure smooth onboarding by collecting all information shared throughout the sales cycle. The platform identifies and replicates the successful strategies of top performers, disseminating these insights among the team. Furthermore, it accelerates the time to close the first deal by equipping your representatives with templates tailored to your sales process. Track the most effective content and maintain a strong alignment between sales and marketing, fostering a more cohesive approach to achieving business objectives. This holistic view not only enhances productivity but also drives better overall results for your organization.

Talewind is a proposal software platform that leverages service enablement to streamline intricate sales document workflows into efficient and repeatable processes customized to meet your business requirements, supported by hands-on configuration and continuous assistance. By automating the generation of documents, such as proposals, statements of work, and contracts, teams can complete these tasks in mere minutes after responding to a series of guided questions, which significantly reduces the time spent on manual formatting and minimizes errors. Additionally, Talewind consolidates content within a searchable knowledgebase, making it easier to address RFP/RFI requests while ensuring brand consistency and accuracy, all while facilitating dynamic pricing and configure-price-quote (CPQ) functionalities for scalable, rule-based quotes and orders. Furthermore, Talewind offers a digital sales room that presents content in a cohesive, branded experience for buyers, complete with engagement tracking and analytics, as well as integrated eSignature and approval processes to expedite the closure of deals. This comprehensive approach not only enhances productivity but also empowers teams to navigate the sales process more effectively.

Matik automates the creation of presentations, documents, and reports directly from your data, powered by AI you can trust. Instantly produce on-brand, insight-rich content in formats you already use today by pulling from dashboards, reports, and data in your BI, CRM, data warehouse and other sources. Matik empowers any team to align messaging, scale best practices, and tell consistent data stories that drive action - faster than ever. Trusted by teams at Okta, Asana, Autodesk, Samsara, and Zapier.

Customers today are inundated with content, and it’s difficult for sales and marketing teams to break through the noise to deliver the right digital content at the right time to the right prospects. These challenges multiply with products that are extremely large, complex, costly, or hard to define. verbTEAMS makes it easy for salespeople to locate the most appropriate up-to-date content, tailor it for a particular customer, deliver it in the most compelling manner, and track how it’s consumed and shared. It also enables marketers to gain clear insights into what and how content is being used, so they can create assets that are even more effective. As a result, verbTEAMS promises to triple conversion rates, reduce customer churn, accelerate sales, and close more deals. With verbTEAMS, sales and marketing professionals can: -Deliver up-to-date marketing content in unique and compelling ways -Effortlessly organize and distribute content, and track how customers consume and share it -Create micro-personalized content journeys for customers in real time, based on their content consumption history -Align sales and marketing teams so they complement each other’s efforts -Train employees to become sales conversion experts

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.

Prior to implementing Showell, our sales team struggled with inadequate resources and training to sell successfully. Now, they have all necessary materials consolidated in one location, ensuring they can deliver engaging presentations in every meeting! They can easily find, present, and share appropriate content at crucial moments, effectively influencing all decision-makers. Thanks to Showell, our sellers are consistently well-equipped to connect with customers, whether in person or through virtual platforms. This solution is cherished by countless sales professionals globally. Showell stands out as the ultimate sales enablement tool, conveniently designed for your entire organization. It provides sales personnel with immediate access to the latest marketing and sales resources, enabling them to create a compelling and tailored buying experience. With Showell, you can seamlessly engage and persuade customers with relevant, on-brand content in every scenario, ensuring success throughout the entire purchasing process. This comprehensive approach not only enhances sales effectiveness but also fosters deeper customer relationships.