Best Proposal Management Software of 2024

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

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

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.

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

NiftyQuoter's online proposal software can help you save up to 50% on your time by allowing you to create and manage proposals. There are three types of templates: pricing templates, content templates, and theme templates. You can combine these templates, make any necessary changes, and send it to your client via email via NiftyQuoter. You can also create your own template. You can customize the templates to match your brand in just a few mouse clicks. You can also change the background images, headings and text colors. easily. You can respond to their comments easily via NiftyQuoter online proposition software. They will be able see your reply in real-time. Use NiftyQuoter proposal software instead of Word!

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.

In minutes, you can easily add content, fees, or designs to create persuasive proposals. This is ideal for salespeople, sales teams, or anyone who closes deals. You can get your sales proposals signed quicker with the eSignature feature. Client signatures can be captured online after they approve. You can also export to PDF. With a customized client landing page and attractive proposal templates, you'll impress your clients. You'll be notified instantly when clients open proposals and need follow-up. Bidsketch, proposal software, helps you close deals quickly. So you can concentrate on your work. It's proposal management that cuts down on proposal time, allows you to up-sell for more sales, and closes more deals in your sales pipeline. Bidsketch has been adopted by top businesses and sales teams. Thousands of people now close hundreds of millions of dollars in a shorter time frame than ever before.

You can save time and headaches by avoiding the tedious copy/paste process and instead use Find & Replace to create new proposals for your customers and prospects. You can simplify your new proposal workflow in just a few clicks. Instead of spending hours customizing new proposals, you will be able to do it in minutes. Your clients with stunning proposals will be noticed. For a more engaging sales presentation, add rich media and video directly to your proposal pages. After your proposal has been accepted, stop chasing payments. To instantly collect your initial payment, turn on proposal payments. Follow these steps to get your client to accept, pay, and review the proposal. To enable seamless sales proposal workflows, connect to the products that you already use to manage sales data. Dynamically create proposals using your CRM opportunities. Push proposal events back into CRM to improve visibility of all in-progress sales deals.

The RFP Evaluation Team Software was developed by a RFP Project Manager and is currently in Beta Test. It is written in Microsoft Access. The system can be rated and commented independently, and at any time before the meeting. The Evaluation Team Meetings can focus on business issues that have a variance of ratings or have team members comments. The Software calculates business issues mathematically and creates a Weighted Cross Referenced Evaluation Criteria. If team members wish to skip areas that are not within their expertise, they can do so. The software calculates weights using rated issues and how many team members have rated that issue.

Traditional CRMs work in the same way as the Space Shuttle. Mimiran is like riding a bicycle. Start connecting immediately by importing contacts. Use proven templates to create Lead Magnets, Proposals, or other forms of communication. Simple and intuitive application. Concierge onboarding. For additional social motivation, connect with your peers and share the conversations you are having. You're not on the clock; you're on an adventure. Mimiran CRM is the only CRM that can help you refine your mission and positioning to make marketing and sales easier. This positioning can be used to create compelling Lead Magnets and conversation starters. Pick your Super Hero name, and tell your Origin Story (superheroes don't have bios).

Virtual Proposal Center (VPC), a browser-based collaborative application, allows multi-partner proposal teams to have a shared work center and access to the tools and information required to create successful proposals. VPC is easy to use, secure and flexible. VPC is an essential part of the proposal development process. It has intuitive document, workflow, and configuration management features. Intravation was founded in 1996 and has since grown to be the leading provider of collaborative, easy-to-use proposal management tools. We are committed to helping our customers improve their productivity and quality through more efficient proposal managing. We offer a web-based, flexible, and collaborative content development platform. Based on customer feedback, we constantly improve our product.

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.

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.

RFPrepared's response matrix gives you peace of mind knowing that all your RFP responses documentation is in one place, ready for future use. Drag and drop documents into the Matrix desktop app. The Matrix stores them in your app. Next, click and select the appropriate documents to be included for each response. Finally, the Matrix glues everything together in one PDF.

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.

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

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.

Ombud is a RevOps tool that's built on a foundation in sales engineering, response management and enterprise-level RevOps. We go beyond simple automation and knowledge management to offer context-aware intelligent assistance. This allows RevOps teams achieve significant efficiency gains, reduce costs, and exceed growth goals. Ombuddies are AI enabled, context-aware assistants that support different roles within Revenue Operations. They automate routine task and provide real-time guidance for specific roles, boosting productivity and cutting costs. The Response Management Ombuddy will be your AI assistant to help you with the heavy lifting involved in creating, reviewing and submitting proposals, responses and other documents.

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.

Catapult™, an all-in-one Request for Proposal Solution, streamlines procurement departments by automating repetitive workflows and automating. Catapult allows you to create and respond, score and evaluate responses, and negotiate contract terms. You can also collaborate with your team members on question structure and responses, as well as build and manage your content library to speed up RFP responses. Catapult's workflow automation has helped clients reduce the time it takes for them to respond by more than 90% and increase their output by 66% using the same headcount. These same results can be achieved by you too, while increasing your confidence in your questions' effectiveness and quality for any RFP engagements. This is a Catapult exclusive.

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.

Designed for B2B companies who want to improve win rates, process more replies, and gain greater insight to enable better decisions, and a differentiated experience for customers. We're closing gaps in the sales process with 'Avnio Automation'. We have the solution for you, whether you want to deliver the perfect proposal with Avnio Response Cloud or maximize the value of your Salesforce data with Avnio Tables. Or, you'd like to receive answers on demand, wherever you are, with The Avnio assistant. Our solutions are built around machine learning, GPT and natural language processing. Avnio builds intelligence and accuracy with every action you take, giving you more time to focus on the things that really matter - your customers. Avnio is a remote company and has been since the beginning. Collaboration is therefore a core part of everything we do. All of our solutions are designed to work with the apps you love, such as Slack Teams & Salesforce Chatter.

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.

It's more than just writing marketing copy or a pirate poem. Domain-aware generative AI securely uses your proprietary enterprise data in order to create unique and deeply technical content that is written in the voice of your company. Rohan, for example, creates contextually relevant content for proposals, grant applications, white papers and more, using historical data from your company. Create robust drafts based on your own data in hours or even days, giving you more time to focus on quality. Automatically generate detailed technical content to answer RFP questions. Instantly synthesize highly-technical information relevant to grant applications. Perform instantaneous deep diving of internal data in order to improve submissions.