Best Proposal Management Software for Mac of 2024

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.

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.

Followup CRM is a simple CRM for sales and project management that's designed for construction companies. It will provide visibility into your team's activities, allow you to report on your progress internally and open up channels of transparency for collaboration between teams. This CRM will give you everything you need to make your business a success. Convert won opportunities into projects seamlessly, without losing any data. Track milestones, manage processes and integrate with other systems to ensure timely delivery and happy customers. Every business knows that winning a client is just the beginning. Customer relationships are only as good as the people who work together to deliver the product or service.

Curate is an event management platform that caters to the needs of caterers and florists. Curate automates every step from proposal to strike unlike spreadsheets and sticky notes. This allows event professionals to spend more time doing what they love. Curate offers three products that seamlessly work together: Curate PROPOSALS, Curate COGS and Curate Rentals.

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).

Cosential assists commercial Architecture, Engineering and Construction (AEC), firms increase revenue, decrease costs of winning business, and end chaos using its "Growth and Relationship Management", software and services for CRM, proposal and marketing. Cosential is the industry leader in AEC. Over 1,000 AEC firms have seen their annual revenue increase by 1% or more over the past 20 years. They also saw a significant increase in productivity in key business development steps by up to 50%. See a 30-minute demo.

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.

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.

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.

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.

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.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Flexible online office software that will help you succeed in your business. You can immediately create compelling offers, tax-office-compliant invoices, and legally secure reminders. You can do all your accounting from one place. All business activities can be planned, managed and controlled with WISO MeinBuro. This will make your day-today work much easier. WISO MeinBuro is a great tool for companies that want to save time and make their day easier by selling products and executing services more efficiently. Our intelligent office software offers a wide range of functionalities that help companies plan, manage, and control all aspects of their company activities. WISO MeinBuro offers many functions that simplify the daily office tasks of companies. It uses intelligent, innovative automatisms and interlocking to do this. This reduces both time and costs. You can simplify the order processing. WISO MeinBuro Web gives you a complete overview of all your e-commerce activities, Shopify or Shopware.

iPoint Solutions, a US-based company, develops software for field service businesses to streamline their day, optimize workflows, and convert prospects into customers faster. A complete business management platform that allows you to manage all aspects of your company from one platform. Get daily briefings and access real-time metrics for every department. You can go paperless in the office, warehouse, and field. Integrate with your mobile device to get a truly mobile experience. iPoint is helping hundreds of companies increase efficiency and profit. You can empower your team with the tools you need to win and manage all aspects of your business from one platform. Automated workflows make it easier to complete tasks and reduce waste. They also keep your team in the loop.

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.

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.