Best Proposal Management Software for Freelancers

Indy is an adaptive and all-in-one management software that allows freelancers to track everything, from payments to proposals. Indy makes time management and organization easy so users can focus on their work. This platform includes a collection of contract, proposal, and form templates that make it easier to get clients. Users can assign tasks to specific projects or to categories using the task tracking system. The time tracker tool allows users to log and categorize time spent on tasks as they work. This makes it easy to balance multiple projects or create invoices. Indy can generate detailed invoices for clients when it's time to pay. In return, clients have peace of mind knowing Indy uses top payment methods such as PayPal and Zelle. Indy is a versatile and reliable tool that can be used with other tools such as Profiles, Drive and Client Contacts.

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

Your next request for proposals (RFP) will be smooth, efficient, and fast. InHub LLC's eRFP platform for Investment Consultants allows investment fiduciaries, as well as trusted RFP concierges, to complete the RFP process efficiently and cost-effectively. Our robust eRFP technology allows users to create a customized RFP questionnaire and submit it to selected candidates. They can also take notes online and evaluate proposals side by side. The entire process can be documented for a fiduciary audit. InHub makes it easy to speed up the RFP process and reduce risk while also cutting costs.

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.

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.

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

Never let a deal slip or fail to follow up with a customer. All businesses that are growing face the same fundamental problems. You lose track of your leads, get lost under emails, and forget to follow up. The good news is that you can get rid of all this by using Funnel. Funnel can solve them all. Try Funnel CRM for free for 14 days. Simple CRM software that tracks leads and manages follow-ups. Less data entry means more sales. It's quick and easy. To create contact forms, you can use our easy form builder. Copy the code and paste it into your website. Contact form submissions allow you to place deals in a sales funnel instead of an inbox. Know when customers have viewed your messages. Impress your customers with professionally-formatted proposals. Multiple currencies supported. Funnel creates and maintains your contacts list based on the information that they provide through contact forms. No effort required. To reply to customers, you can use your favorite email client and your mobile phone.

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.

ClientTether is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

Meridian for RFP Analysis provides a reliable solution for managing request for proposals (RFPs) for state, federal, or local bids. Meridian for RFP Analysis is available with on-premise deployment and supports Windows OS operating systems. It provides critical proposal artifacts that can be used to help your organization develop a winning proposal. Meridian for RFP Analysis allows you to create detailed proposal outlines and conduct efficient analysis of any RFP document.

RFPMonkey is a content-management system for RFPs. RFPMonkey allows you to save time, increase communication, and respond to RFPs/RFIs more efficiently. It is designed for people whose #1 concern is "What's the solution?" It is designed for those whose #1 issue is "What's the answer?" We assist you in curating your content library, periodically expire/reapprove content to keep it current, find content using a variety search options, and track RFP metadata such as due date, outcome and progress.

InfoRouter is a scalable electronic documents management system (EDMS), that allows you to manage and monitor all aspects of the document lifecycle for small- to medium-sized businesses. infoRouter is a tool that allows users to capture, classify and search for company records and documents. It also makes it easy to share and archive them. The platform integrates seamlessly into MS Office tools and supports multi-language support. It also has a web services API.

RFP360 empowers sourcing and procurement teams to centralize their RFx process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. In addition to making smarter buying choices, customers improve efficiency, mitigate risk and increase engagement when issuing RFPs, RFIs, vendor assessments and more.

With our flexible templates, you can create client quotes, sales propositions, product sheets, folders, and more. You can also upload your sales materials and mix them. In just a few steps, you can create your business profile. These settings will affect the sales documents. Bidrik will become your sales hub. It will store and create everything you send to customers. It will speed up the closing of deals. You can send sales proposals and quotes online directly to the customer. You can see when they were opened, how many pages were read, and how long. Set up automatic reminders. Bidrik is your digital assistant and automates the processing of orders for customers. You can see the progress you are making with a clear dashboard, real-time stats and a clear dashboard. Don't lose business. Get alerts when contracts and quotes are about to expire.

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

Proposal Kit has been used by small and large businesses, as well as individuals in every industry, to create business proposals, plans, quotes, plans, and contracts for over twenty years. Download Proposal Kit now and you can get started in minutes. No ongoing subscription fees. Support is provided at no additional cost. Proposal Kit is ideal for times like these. Instead of paying monthly fees, save money with one low-cost purchase. All of our proposal packages include templates for all types businesses and situations, including healthcare and medical. Our staff is ready to help you create any type of proposal document that you require. Install locally, on your network, or in the cloud. Writing proposals and contracts for any business. Many situations require proposals and contracts. 15,000 page content library.

REQCHECKER™ brings simplicity back to your life. It is non-intrusive and keeps your documents and work processes safe. It allows you to track, control, and trace the relationship between your documents, specifications, bid responses and software specifications. Quality processes can also be tracked. REQCHECKER™, a cost-effective tool, gives you the benefits and ease of requirements engineering for your projects. Automated controls increase consistency and make it easier to read. Requirement traceability can be described as statuses, quantifiable partial cover, management rate, coverage rates, and many other things. Reqchecker™, which allows you to update your documents, will allow you to change the input documents. Automatic impact analysis checks the propagation of any requirement changes made using version management.

smartOFFICE is the only cloud-based Enterprise-Grade workflow software designed for custom smart home integrations. Our unique tools make it easy to create beautiful proposals quickly. After closing the deal, invoice the client and order the products. Then schedule the work. SmartOFFICE Online makes it easier to implement a better process.

You don't need to use an attachment or share drive to send important documents. You can simplify file creation and sharing (contracts quotes etc.). Avoid sending long emails and attachments to contacts. This will make it easier to share your most sensitive documents and prevent them from being sent. All documents can be shared with your contacts via a centralised, shared, and organised space. You can add, delete, and replace documents with just a few clicks. This will make it easy to build a relationship with customers, prospects, and partners. Our predictive machine learning algorithm based lead scoring allows you to instantly qualify contacts and gauge their level or interest. Tilkee's lead score can be used to trigger the next step (automatic or manual) and increase your operational efficiency as well as profitability.

The Professional Document Analyzer has been redesigned to use AI Natural Language Processing (NLP), which enhances content analysis and improves readability. The recent redesign of the User Experience (UX), which uses a common user interface (UI), simplifies creation and maintenance and offers enhanced flexibility and lower complexity to empower both casual and professional users. Analyzes (parse/shreds) your RFPs for words such as Must, Shall, and Will. Supports 6 File Types. With just 2 clicks, you can create a Compliance Matrix in Excel or MS Word. Analysis Results panel – You can manipulate your analysis results by combining, filtering, annotating, splitting, and combining. Just 2 clicks to share your Compliance Matrix reports.

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

ProposalPad allows you to respond to new business opportunities more efficiently, with higher productivity, and with the consistent quality proposals and presentations that you want. ProposalPad is an online proposal system that's designed for small businesses. It makes it easy to create professional-quality proposals. This PDF proposal service makes it easy to create your own customized proposals. Simply upload your company information, logo, and services once and you can start creating proposals that will set you apart from the rest. The settings dashboard will show you exactly where you are. How many testimonials, references, and percentage of your proposals have been accepted? All of your contacts can be managed in one place. To save time, you can import contacts from other applications.

Privia is the go-to solution for government contractors looking to create high-quality proposals faster and more efficiently. What makes Privia different? Privia was created specifically for proposal teams. It facilitates the process workflow, synchronizes the teams assignments and deadlines and encourages team collaboration. Privia is used by over 10,000 users in small, medium, and large enterprises every day to increase productivity, save time, and deliver the proposal quality that today's evaluator demands for.

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.