Best Proposal Management Software in Africa

Close more projects faster with the premier cloud-based project platform for integrators and facility designers. Track leads, estimate, and manage installations large and small. Connect to your vendors for updated dealer pricing. Present graceful, well-organized proposals that sell. Jetbuilt is the fast, intuitive and powerful AV project solution.

Integrated doc management, dynamic proposals, and next-day turnarounds on CAD & engineering streamline sales processes, optimizing deal closure, efficiency, and productivity. Our solar & roofing software allows you to quickly customize your proposals from anywhere. Our software streamlines the process and optimizes efficiency. Are your proposals meeting the needs of your sales reps? Consumers expect quick adjustments in today's fast-paced environment. You can make changes instantly with the Solo solar proposal software's interactive and dynamic features. Our focus is speed and accuracy. This allows sales reps to request and get a proposal within minutes while visiting the customer's house. Our full-service design team will create a professional proposal template that is tailored to your branding and sales needs.

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

SPEED + access anytime, anywhere! + speed up time to create & send sales quotes + give customers an easy way to e-sign sales quotes + centralised text, video, spreadsheet, image and PDF content libraries for your salespeople to drag and drop into sales quotes + build a library of sales quote templates to perfect your sales pitch in target markets + customer address book -- to save time when creating sales quotes + prospect finder -- use the contact finder robot to search the web for cold call lists WIN + increase your sales conversion + create impressive & accurate quotes + know when customers are reading your sales quotes + get paid faster with easy online acceptance and payments + live chat with clients while they read your sales quote + stop messy sales quotes + don't forget key information...record customer contact history for each sales quote AUTOMATE + automate sales forecasting + seamless integration to your CRM and accounting packages + keep a full version history of sales quotes sent to a client + automatically expire sales quotes past their "time to live" + automatic currency conversions - get real time exchange rate for foreign currencies

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.

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!

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.

CuViBox is a CV database that companies use to manage employees and applicants CVs, automating the process of finding right profiles for proposals or asignments, and generating the commercial documentation needed. Employees and applicants can upload their CVs themselves. Then the commercial team will be able to use advanced filters to locate CVs and export them to office with just a few clicks. New templates can be created directly using MS-Office. Other features included are: custom fields, CV tracking campaigns, statistics on knowledge and experience, projects and clients database, GDPR management,...

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.

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.

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.

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.

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.

Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects.

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.

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.

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.