Best Proposal Management Software for Dropbox

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

HoneyBook makes it easy for independent business owners to communicate with customers and clients, manage projects, and get paid—all in one place. With the help from our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

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).

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

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

WorkflowMax is a cost-effective, feature-rich solution that can help you increase project profitability. WorkflowMax is a cloud-based online workflow and job manager product from Xero. It has been used by more than 10,000 companies. These include time tracking, quoting, streamlined billing, job management, insights and reporting. WorkflowMax is ideal for creative agencies, engineers, surveyors and lawyers, IT companies and construction firms, consultants, and anyone who bills time.

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

A living space for complex deals. Mutual action plans that hold prospects accountable and ensure that nothing slips through the cracks. Keep everything in one place. Ensure clients complete the next steps. Clients, stakeholders, as well as team members, are kept accountable by automatic email reminders. Consolidate your entire deal in one place. No more scrolling through endless email threads or spreadsheets. One place for you and the client. Forecast deal outcomes accurately. Get visibility into the status and potential outcomes of your deals without complex reports. Jump in before it's too late. With repeatable playbooks, you can assemble your best reps. Use reusable templates to help everyone perform at their best. Integrate into your existing workflow. Recapped integrates seamlessly with Salesforce, Dropbox and Google Drive.

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