Proposal Management Software

ConnectWise Sell is a professional quote and proposal automation software for IT solution providers. ConnectWise Sell offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.

XaitPorter is the benchmark team co-authoring and document automation software solution. Ideal for complex tenders, proposals, reports and other high-impact, high-value documents. Implemented by major corporations around the world. XaitPorter is a cloud-based solution that provides complete control over the document production. The functionality includes built-in workflow, easy reuse of content and automatic formatting, layout and numbering.

Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.

EASA enables customers to blend the agility and flexibility of Excel, with the convenience and security of a low-code platform. EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers. Even sophisticated spreadsheets with VB and macros can be deployed with EASA. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), reporting, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine�? for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into an Excel-based tool such as CPQ calculators, insurance raters, engineering or scientific calculators, then EASA is the obvious solution.

eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!

BlueSnap's All-in-One Accounts Receivable Automation solution, formerly Armatic, is the highest rated software solution for Payment Processing, Billing/Invoicing, Recurring Billing and Subscription Management. Billing and Invoicing: Create beautiful invoices with our powerful invoice editor synced into your accounting system. Provide a customer portal, automatic charging, payment collection, and apply late fees. Recurring Billing & Subscription Management: Armatic provides enterprise-class subscription billing management for fast-growing businesses worldwide. Enable trial periods, manage plans, or prorate subscriptions. Payment Processing: Armatic is processor agnostic and provides integrations to all types of payment solutions from credit card payments, ACH, SEPA to wires. We handle partial payments, automatic failed payment retry, and automatic payment recovery.

From creating and responding to RFPs, RFIs and Questionnaires to assembling and configuring Proposals, Contracts and Sales Collateral, our platform of solutions makes it easier than ever to share, collaborate and create winning responses. We’ve thought of everything when it comes to our platform’s tools and features including scalability, personalization and workflow. Our core features include custom workflows, real time tracking, and capability for unlimited projects. To top it all off, our core features are included in all of our solution offerings, so you always have access to world-class functions that help you work at top speed and efficiency.

TouchBase is a comprehensive web-based Project & Portfolio Management (PPM) Solution designed to build a project management culture for your enterprise. TouchBase integrates business functions such as pre-sales & business development, finance, engineering, procurement, human resources, assets, quality, customer satisfaction, and others. TouchBase accomplishes functional integration with ERPs, CRMs, HRMS, Engineering, Accounting, and other Enterprise applications. TouchBase Core Solutions • Opportunity-to-Cash (O2C): projects for external customers • Idea-to-Launch (I2L): projects for new product development • Request-to-Completion (R2C): projects for internal initiatives TouchBase Business Impact • 100% digitized project management landscape • Seamlessly integrates with other enterprise applications • Data integrity through ‘One Version of Truth’ - drives resilient decision making • Customers’ and vendors’ real-time collaboration • Pursue 1.5x to 2x business opportunities

If you're looking for a more efficient and secure way to collaborate with your team, turn to Huddle. Huddle is a leading team collaboration and project management software suitable for government organizations and enterprises. With Huddle, teams can easily collaborate on projects, share and edit files, and manage team activity in a secure, shared space. It also integrates with popular enterprise tools such as Microsoft Office, Google Apps for Work, and Salesforce.com.

Create and manage all kinds of business documents with PandaDoc document management software. Powerful, integrated, and secure, PandaDoc lets business users create, send, track, and eSign documents quickly and easily. Whether you're looking to manage organizational documents such as proposals, quotes, contracts, HR documents, and more, PandaDoc can help you get things done.

Make ridiculously good-looking sales and marketing documents that help you save time and win more work with Qwilr. Trusted by thousands of businesses for beautifying their communications, Qwilr is for innovative and forward-thinking teams. It is an interactive and mobile-friendly platform that lets teams rework sales and marketing collateral, such as quotes, proposals, pitches, and documents, into stunning web pages. Qwilr also offers users the ability to embed videos, maps, surveys, spreadsheets, and more, to their documents.

If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.

Curate is a special event management platform created specifically for the needs of caterers, florists, and rental companies. Unlike spreadsheets and sticky notes, Curate automates the entire process from proposal to strike, letting event pros spend more time doing the things they love most. Curate offers three different products that work seamlessly together: Curate Proposals, Curate COGS, and Curate Rentals.

RFPIO is the leading RFP response management solution and the industry's first AI-enabled RFP software, trusted by some of the world's smartest companies to manage responses to RFPs, RFIs, Security Questionnaires, and DDQs. Through robust and bi-directional integrations, with an open API, teams can connect their people and improve content quality and accessibility — enabling collaboration without boundaries. More than 150,000 users trust RFPIO to digitally transform their response process, share knowledge, and collaborate without borders.

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at www.proposify.com.

SmartDocs by 36Software is an innovative tool that transforms Word into an easy content management solution. Whether you write technical publications, proposals and contracts, medical and regulatory documents, or reports and audits, SmartDocs can help you save time and money, and create better content. It offers features such as reusable snippets, reusable variables, document snapshots, intuitive user interface, content map, status notifications, and so much more. SmartDocs is available in three editions--Professional, Express and Desktop--and all are scalable to fit the needs and sizes of teams.

Revv gives businesses the speed and brand consistency in their documents to stand out from competitors. It’s the ideal wingman, supporting entrepreneurs in their dream of running a business, one document at a time. The intuitive user interface and 1000+ vetted, pre-formatted templates, encourage users to be self powered, requiring no code or special skills to set up and manage. Documents are smartly organized, created, reviewed, shared & eSigned in one central place so that you can focus on your job. Use Revv’s machine learning abilities to competently navigate and analyze complex counter-party documents and reduce dependency on experts. Integrate with business systems such as CRM and payments via Zapier or simply connect to Google sheets to import data into documents. Key features 1000+ ready to use, pre-formatted templates Easy to use document editor Smart document repository with support for attachments Integrate apps via Zapier, native APIs Get documents filled & eSigned

Cosential helps commercial Architecture, Engineering and Construction (AEC) firms grow revenue, decrease costs of winning new business and end chaos with its “Growth and Relationship Management�? software and services for CRM, proposal management, marketing and more. As the leader in the AEC industry, for 20+ years Cosential has helped over 1,000 AEC firms increase annual revenue by 1% or more and increase productivity in key business development processes by up to 50%. See a 30-minute demo.

Create faster and better business proposals. Generate unique sales documents for your clients, reusing content and managing your costs to save time and money. Make your proposals more agile. Make them look better. Boost your productivity. Move up to the next level, creating unique sales documents for your clients accessible anywhere. Quoters has no limits on any plan. When a company’s success depends on a single person. Quoters will be your best weapon for quoting, so you can focus on what truly matters: your business. With Quoters, work in the cloud to create well-designed and professional sales proposals, so your price quotes are a true representation of your image. Keep track of the versions of your project and let clients accept your proposals online. It’s difficult (if not impossible) to get your quote accepted right away. That’s why you can create all the versions you need. And once you’ve convinced your client, he/she can sign the quote online.

DealHub's award-winning CPQ, CLM & Remote Selling platform enables sales teams to build and maintain engaging, personalized dialogue with prospects throughout their buying journey. Operating across the entire sales cycle, DealHub users benefit from real-time buyer intent and sales insights at each stage in the sales process, faster time-to-revenue and the ability to differentiate themselves from their competition. The DealHub Platform includes: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM) Digital DealRooms Dynamic Content Generation Real-time Buyer Intent & Insights E-signature DealHub operates native from within the CRM (Microsoft Dynamics, Salesforce and Freshsales).

Jumpstart your next M&A deal with VDRPro from Intralinks – the world’s most advanced virtual data room (VDR). Accelerate your deal with automated setup, preconfigured workflows and real-time insights that identify and rate your most interested buyers. Boost efficiency with our new, more intuitive user interface, and safeguard your project with Intralinks' unparalleled security for Mergers & Acquisitions dealmakers. Seamlessly upload videos such as facility tours and management presentations to your VDR in seconds – all within your data room – plus Zoom integration.

GetAccept is a United States software company that was founded in 2015, and offers a software title called GetAccept. GetAccept offers training via documentation, live online, webinars, and in person sessions. GetAccept offers a free version and free trial. GetAccept is digital signature software, and includes features such as audit trail, auto reminders, customizable templates, document analytics, and task progress tracking. With regards to system requirements, GetAccept is available as SaaS, iPhone, iPad, and Android software. Costs start at $35.00/month/user. GetAccept includes business hours support and online support. Some alternative products to GetAccept include PandaDoc, Legalesign, and Seidat.

Nusii is a Spain software company that was founded in 2013, and offers a software title called Nusii. Nusii offers training via documentation, webinars, and live online. Nusii offers a free trial. Nusii is proposal management software, and includes features such as automatic formatting, collaboration, content repository, electronic signature, knowledge library, RFP management, and templates. With regards to system requirements, Nusii is available as SaaS software. Costs start at $19.00/month. Nusii includes online support and business hours support. Some alternative products to Nusii include PandaDoc, TouchBase, and WeSuite.

Better Proposals is a United Kingdom software company that was founded in 2009, and offers a software title called Better Proposals. Better Proposals offers training via documentation and live online. Better Proposals offers a free version and free trial. Better Proposals is proposal management software, and includes features such as automatic formatting, collaboration, contact management, content repository, document management, electronic signature, knowledge library, pipeline management, RFP management, and templates. With regards to system requirements, Better Proposals is available as SaaS, iPhone, and iPad software. Better Proposals includes online support and business hours support. Some alternative products to Better Proposals include TouchBase, PandaDoc, and WeSuite.

Legalesign is UK-based enterprise software to send, sign and manage contracts online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.