Alternatives to XaitPorter

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.

For decades CCMS and content authoring solutions have been lagging behind in the fast-paced world of cloud technology. We’re changing that. Paligo was founded by people with many years of experience in the field of technical documentation. We’re using that experience to build the modern web platform that we would have wanted to use ourselves. Our goal is to make structured authoring more accessible to a wider audience by simplifying and demystifying the process. This is achieved through our intuitive and user-friendly CCMS, which is both powerful and robust, enabling our customers to easily author, manage, translate, and publish multichannel content.

LogicalDOC empowers organizations all over the globe to take complete control of their document management. This premier document management system (DMS), which focuses on business process automation and quick content retrieval, allows teams to create, collaborate and manage large volumes of documents. It also stores valuable company data in one central repository. The system features include drag-and-drop document uploads, forms management, optical characters recognition (OCR), duplicate detection and barcode recognition, event logs, document archiving and integrated document workflow. Schedule a free, no obligation, one-on-one demo today.

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.

ONLYOFFICE Docs is a secure online office suite that you get a vast range of collaborative features. Co-edit documents, spreadsheets, presentations, fillable forms and PDF files with your team in real-time: two co-editing modes (real-time and paragraph-locking), commenting, built-in chat, tracking changes, version history, document comparison. It can be integrated with existing platforms or used as a built-in component. ONLYOFFICE Workspace lets you deploy a web office on your own server. It comprises ONLYOFFICE Docs and comprehensive business tools: Mail, CRM, document and project management, calendar, chat, blogs, forums, polls, etc. Community Edition is the best choice for teams with up to 20 users, available free of charge. Enterprise Edition is for bigger businesses that need enhanced security options and professional support. ONLYOFFICE cloud service is a cost-efficient business solution with online editors and a collaboration platform, accessible from anywhere and from any device.

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

PinPoint DMS makes it possible for you and your staff access files and data anywhere in the world. PinPoint DMS runs on all platforms, including MACs and mobile devices. It includes built-in tools such as Workflow Management, Records Management and Onboarding. PinPoint DMS can automatically file documents without the need for human intervention. PinPoint DMS has been improving our features for over 19 years. We are just now seeing competitors. Learn how our document management software could help your company go paperless!

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.

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.

Revv allows businesses to stand out among their competitors by allowing them to work quickly and with brand consistency. It's the perfect wingman to help entrepreneurs realize their dreams of owning a business. Its intuitive user interface and more than 1000 pre-formatted templates allow users to be self-powered, without the need for any code or special skills. You can concentrate on your job by having all documents organized in one place. Revv's machine-learning capabilities allow you to efficiently navigate and analyze complex counter-party files and reduce dependence on experts. Integrate with Zapier to integrate with CRM and payments systems, or connect to Google Sheets to import data into documents. Key features Pre-formatted templates available in over 1000+ formats Easy to use document editor Smart document repository that supports attachments Integrate apps via Zapier, native APIs Fill out documents and have them eSigned

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!

Automate your RFI, RFP and tender response processes and create stunning, high-impact documents to win more business. Our cloud-based platform allows proposal teams to collaborate in real-time on multiple RFPs and RFIs. Smart features such as task assignments, comments and feedback, and approvals, keep your team in sync. They are now able to deliver high-quality documents in minutes. With automated formatting, layout templates, version control and layout templates, along with our content library, you can focus on the details, personalization and quality of your content. Deliver stunning, high-impact proposals that are on-brand and reflect the quality of your service. Templates and automated formats ensure that professional bids and proposals are perfectly aligned to your brand. Use our content library and intuitive step-bystep questionnaires to quickly create custom proposals.

Our platform of solutions makes it easy to collaborate, share and create winning responses, from creating RFPs, RFIs, and Questionnaires to assembling Proposals, Contracts, and Sales Collateral. Our platform's tools and features include scalability and personalization. We have thought of everything. Our core features include custom workflows and real-time tracking, as well as the ability to create unlimited projects. Our core features are available in all our solutions, so you can always access world-class functions that will help you work efficiently and speedily.

Public tender responses are a complex process that requires you to be familiar with and follow certain steps. Gather and organize all elements that will be included in the bid package in the order specified in the tender instructions. All elements required for your bids: company presentation and CSR, safety, quality, standard waste management plan, etc. All administrative documents necessary for your bid. They all have a uniform appearance: DC1 and DC2 forms in France, certificates, official company registrations, etc. A publishing engine allows for optimized content layout. It makes it easier to personalise and fine-tune responses. It also allows for archiving and tracking of bids. Proposal Studio allows you to personalise and choose the text, images, and documents used in business proposals or bids. Even if the RFP instructions specify a specific format, it is easy to do this. Expert in proposal management with over 8,000 salespeople.

XaitAI aims at increasing the quality and efficiency in the proposal process. Ideal for complex documents, proposals, and tenders where teams can make better informed decisions faster and avoid the "blank pages" delays. Analyze bids quickly, identify key decision points and delegate work. Save time by identifying relevant content suggestions quickly. Eliminate uncertainty and hesitation in the decision-making and writing processes. XaitAI can save a lot of time, especially for teams working on large, complex proposals, bids and tenders. Unlike a search, XaitAI understands your business data and makes suggestions based on its findings. XaitAI is a tool that we envision as a supplement and aid to the bid and proposal development process. XaitAI is able to identify patterns and trends by learning and understanding the data you provide and how you use it.

Flowcase (formerly CV Partner), empowers professional service firms to create tailored CVs, resumes, and case study with ease. This helps them win more bids faster. The new way of managing your CVs and Case Studies. Manage and customize your company's credentials to bids. Highlight the most relevant experience in each bid or proposal. Export CVs and Case Studies in Word, PowerPoint and pdf. Use advanced search to locate the right people for your proposal. Content can be easily tailored and highlighted for each proposal. CVs and case study layouts are always up-to-date. Customizable templates that eliminate copy and paste. Collaboration on proposals with other companies. Consistency and quality of proposals can be improved. Our core features and benefits. One single workflow. All stakeholders in the proposal management process can be managed by a single system. Master CVs. A master CV for every employee allows for a single data entry interface.

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.

One powerful platform to support all your tender and bid management goals and activities. Transform the way you work and achieve better results. Manage your sales pipeline, opportunities and resources intelligently. Automate the information requests, responses and approval activities to mobilize projects quickly. Create structured directories for content that can be updated and improved easily. Create a wider team to work, talk, share, learn and innovate. Integrated Public Procurement Portals, smarter opportunity identification and qualification tracking, and approval. Secure library with auto-population and easy search, and access to tender documents, questions and answers.

The next decade will see a revolution in the language technology. We help organizations navigate this change successfully. We use cutting-edge solutions for natural language processing to help companies create compelling content in bids and proposals. We create bespoke language engines that are unique to each customer. We work together on a strategic program to deploy these language engines in order to achieve the benefits of producing and analysing compelling and compliant corporate material at scale. We work with our clients to identify the biggest growth challenges they face and determine where language technology will have the greatest impact on their business. Together, we explore how language tech can be deployed throughout the organisation to drive business growth.

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.

Create a memory layer to dive deep into your data. Generative AI can help you draft new responses faster by custom-training it on the approved content library assets and your company's knowledge assets. Analyse documents and review them to understand the key criteria, and then support bid/no-bid decisions. Create summaries and outlines to gain new insights. From tender search to contract award, you will find all the elements necessary to create a successful, unified bidding organization. You can get a complete overview of your pipeline to plan, prioritize and manage resources. With unmatched coordination, control and consistency, you can improve bid outcomes. To manage risks proactively, you can get a complete overview of the bid status at any stage or phase. Bidhive can now communicate with over 60 platforms, so you can share information wherever you need it. Our team of integration experts can help you get everything set up using our custom API.

Streamline your bid processes with our AI platform. We help you win tenders, answer questionnaires and grow your company. No credit card required to try it today. No more manual data entry. Connect your data sources to us and we'll do the rest. Our AI generates data-enhanced answers in natural language. Get a clear view of all the requirements in the tender. AutoFill will fill out the tender for you and save you valuable time. AI can help you improve your responses. Use our collaboration tools for your team to get them involved. Spend less time on administrative tasks and more time growing your business. With our cutting-edge automation, you can complete tenders more quickly and accurately than ever. Integrate seamlessly with your tools to unleash the power of data. Our real-time collaboration tool and notifications will increase the productivity of your team.

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.

Streamline sales with centralized, personalized, and trackable sales areas. Eliminate the chaos caused by overflowing email inboxes. Instead, create a space where all of your sales and customer satisfaction materials can be accessed via a single link. Share demo recordings, collaborative action plans and documents, educational content and more. Consolidate your entire sales process into a single, customizable and trackable workspace. We will support you throughout the entire process, from outreach to post-demo to closing, and then on to onboarding and managing your account.

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

SEQUESTO provides AI-driven technology to tender teams that automates repetitive, error-prone and time-consuming tasks. The platform's AI analyzes your historical RFPs and product and service descriptions. It also analyses compliance documents, boilerplates and historical tenders. AI highlights important information in your PFPs, such as deadlines and compliance requirements. It then suggests the best answers. Drag & Drop the refined content into your proposal. Analyzes questionnaire viability within 1 minute, based on previous interactions, company capabilities and resource checks. Analyzes tender viability within 1 minute, based on tender requirements and certifications. Our platform automates response processes, improving efficiency and accuracy.

Founded in 2010, Seismic is a company headquartered in the United States that creates software called Seismic. Seismic offers training via documentation, live online, webinars, and in person sessions. Seismic is a type of collaboration software, and provides features like content management, document management, real time editing, and version control. Seismic includes phone support and online support. The Seismic software product is SaaS software. Some competitors to Seismic include ClearSlide, RELAYTO, and Showpad.

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.

The SCHEMA Group, a medium-sized software company with over 130 employees, was founded in Nuremberg in 2015. The SCHEMA Group provides content delivery and component content management solutions for authoring departments that create product-related content. The SCHEMA ST4 component management system is one of most commonly used systems for modularised documentation, package inserts, and marketing documentation. The system covers all aspects of creation, revisioning, variant control and publication of product-related material - from authoring assistance during input until the final layout for the printed catalog.

Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure.

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.

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.

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.

The hospitality sale is about matching your proposal with the planner's vision. SendSites allows sales managers to quickly create interactive propositions that make your property standout. Many proposals can be viewed on mobile devices. High-impact visuals and videos will make a lasting impression. They can be viewed on any device. SendSites proposals adjust to the screen size and look amazing. It's easy to use and makes you appear like a pro. SendSites was designed for salespeople. Our mission is to empower salespeople to create marketing-quality content and have the flexibility to close real deals. SendSites is a platform that allows you to create beautiful proposals that will sell your property. We focus on hospitality sales and can help you with all aspects of marketing. SendSites makes proposal development easy so you can concentrate on selling.

Legalesign, a UK-based enterprise software that allows you to send, sign, and manage contracts online, is available from Legalesign. Legalesign is used by companies to increase productivity and financial benefits, improve customer satisfaction, reduce the need for a printer, allow them to sign from anywhere, and last but not least, ease the burden of tedious paperwork on long suffering staff.

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.

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.

Netrix iCMS provides a single source editorial platform for content creation and multichannel publication. Manage and publish content across websites and print publications, mobile apps, and other channels. Every piece of content is archived in a platform-independent, structured database and can be reused efficiently. Adobe InDesign plugin to manage content in print layouts. Connected: plugins to publish on WordPress sites and other platforms. Flexible: JSON API or a content-first, headless approach.

Empowering Life Sciences organizations of any size to accelerate revenue growth and be more productive in the process, by offering an AI-based Tender Management system, specialized for the Life Sciences. Cube RM is focused on helping businesses maximize tender market coverage, identify opportunities, understand each market’s competitive environment to increase win rate and efficiently manage their tender preparation processes. Our platforms use AI & NLP to capture and analyze key tender market data globally and transform it into actionable market intelligence, allowing organizations to make informed decisions and take proactive steps resulting in improved revenue performance.

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.

Document Locator is a Windows-integrated document management program that can be accessed via the Web or mobile. It combines enterprise-class capabilities with ease of use. Document Locator is fully integrated into Microsoft Windows, Office and Outlook. It offers version control, approvals, security policies, workflow, security, security, and security. All this while using the familiar Windows folders interface. This system is ideal to file HR, Accounting, Projects and Contracts, as well as Quality. Integration with other systems is possible via an advanced API.

Our products Xeditor & Xpublisher enable collaborative creation, full administration, and easy publishing of content across all channels. This allows for highly automated production of journals and technical documentation. Our online XML editor makes it easy to create, edit, and review structured content quickly. You can access all your XML documents from anywhere, anytime. And you can collaborate with other authors in real time, regardless of technical skill. Manage and structure your content and any additional digital assets efficiently with our online publishing system Xpublisher, for a highly automated, fast and accurate multichannel-publishing. Our products Xeditor & Xpublisher have been adopted by many leading companies. They now benefit from digitalization in multichannel publishing. We offer turnkey solutions for these problems with Xpublisher or Xeditor. This will allow you to create content quickly and publish it automatically.

Document management, workflow, and portal solution with integrations to accountants and tax professionals. Doc.It Suite software helps tax and accounting firms stay organized by streamlining digital processes and automating them. This increases efficiency, workflows, and profitability and minimizes risk when dealing with financial documents.

A web-based software suite for medical device companies that automates their processes and simplifies regulatory compliance. Modules include Audit Management, CAPA and Complaint Handling. Designed from the start for ISO 13485 compliance and 21 CFR Part 11 compliance.

What is Virtual Cabinet? Virtual Cabinet is a leading global provider of digital document management solutions, task management, client communication and electronic signature software. We help businesses of all sizes be more profitable by having one central secure way to store, retrieve and complete work efficiently. We provide user-friendly document management software you will love. Virtual Cabinet serves over 70,000 users and is setting the standard for seamless integration between document management and all major CRM, back-office, and PM software. Where can Virtual Cabinet be deployed? Whether you are looking for desktop, private cloud, or a full cloud solution we have all the options available. At Virtual Cabinet, we have a simple suite of software solutions that work for you and any of your chosen IT environments. Who Uses Virtual Cabinet? Professionals across multiple industries including Accounting, Insolvency, Banking, Financial Planning, Healthcare, Legal, Manufacturing, Property, Engineering, Construction, and more use Virtual Cabinet to save time and money on time-consuming administration and filing tasks.

Cognidox is an online document-management system for high-tech, life sciences and medical device product development. Cognidox is available in the cloud and as an on-premise solution. It promotes product lifecycle management and knowledge sharing between developers and clients, partners, customers, and customers. Cognidox is secure and reliable. We offer plug-ins for many programs, such as Microsoft Office. We also offer an API that allows you to integrate almost any process with Cognidox. Cognidox's core function is a DMS. An add-on for Cognidox allows you to license and distribute documents to third parties via a fully sandboxed website. This allows you to publish specific documents while keeping your main storage secure. Another popular add-on is gBMS - Graphical Business Management System. Visio can be used to capture your business processes. A good BMS should give clear oversight of your entire operation.

Writing software is not necessary; you only need to get feedback from someone about your writing. Version control software is not necessary; you can find everything you've written and search for it without any fear. Distraction-free text editors are not necessary; you just need to find ways that you can write more clearly and concisely. Real time collaboration software is not necessary; you will need to have a larger audience for your writing. Draft is being developed to meet your needs. My master copy is overwritten by collaborators when I share a Google Doc. It can be extremely difficult to accept any individual changes they make. Draft allows you to share your document with others. Any changes that your collaborator makes to the document are saved on their own copy. You can then accept or reject each change. Draft allows you to mark major changes as you work. You can compare your drafts to get a powerful view of how your document has changed over time.

Intelometry, Inc. was founded in 2003. It is a Technology and Consulting Services Company specializing in retail electricity and natural-gas market operations. Intelometry clients include large energy users, large energy suppliers, and user groups as well as consulting firms located throughout the continental U.S. Intelometry offers three main product lines: * Retail energy transactional software designed and supported by Intelometry to be used by energy brokers and retail energy suppliers. * Consulting services that specialize in retail energy market operations, regulatory issues and new market entry * Market operations and analysis require the production and distribution of energy data for retail. Key Intelometry staff has held senior management positions in prominent energy companies as well as consulting firms. Our team has a lot of real-world experience that gives them credibility and insight when working for our clients.

Our enterprise platform allows you to manage business relationships workspaces for all your prospects, customers, and partners. You can also schedule meetings, share materials, and make other arrangements from one place. You can nurture leads more effectively, close deals faster, help clients grow and serve them better, and transform your most valuable business relationships.

Access and contribute to a Hub for Sales and Delivery intelligence. This will support you through the entire sales cycle, from lead identifications to win celebrations. You can respond faster to RFIs, RFPs, and queries using features, functions, and structured information that allow for a quick and efficient collaboration with your sales team. Focus your attention on the most important things and you will be able to close more pursuits quickly. Find winning portfolios and build your market strategy around them. Recognize key clients, key contacts, and monitor activity levels. Access data from anywhere and at any time. Get rid of dependencies on "who" and access relevant case studies, whitepapers, historical data, dashboards, and analytics anywhere, anytime. No more searching through emails for key contacts. No more fumbling through tons of documents trying to find a winning presentation from last year. No more endless searching for relevant case studies.