Xero owned financial project management software for SMBs
WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system. Features lead management, quotes, time sheeting, job tracking & costing, project management & reporting, invoicing, add-on integrations & more. If you run a service business & track your time, WorkflowMax is likely perfect for you!
PandaDoc is the total digital document solution, designed for efficiency. Create, send, track, and eSign documents -- all from one simple and easy-to-use platform
RightSignature is the easiest, fastest way to get documents signed. With an elegant, intuitive user interface, RightSignature replicates the pen-and-paper signing experience in any web browser.
RightSignature is an innovative electronic signature solution that increases document completion rates, cuts expenses, and improves the customer experience. Users review documents, fill in form fields, and create an actual, wet-like signature online with a mouse or on the iPhone/iPad touchscreen. With a robust API, RightSignature is the perfect integration solution, fulfilling the "last mile" of document workflows.
The American Bar Association's GPSolo Magazine says "With RightSignature you can upload contracts and have them signed in a faster, cheaper, and more secure way than paper documents."
Proposify is online proposal software for the web design and marketing industries, We know how challenging writing and create proposals can be, we understand that pain point all too well. Proposal writing was always a chore for us and we wanted a better way, so that’s why Proposify was born!
The powerful custom design editor allows users to easily customize the look of the proposal, combining the functionality of Adobe Indesign, Google Docs, and Microsoft Word and Power Point to make creating proposals easy. More than just a document editor with design tools, it also streamlines the entire proposal writing workflow.
SteelBrick, a unit of Salesforce, provides easy-to-use, next generation Configure Price Quote (CPQ) apps that are 5 to 10 times faster and easier to deploy than traditional CPQ applications. SteelBrick CPQ is built on the Salesforce1 Platform, so users can create accurate and professional sales quotes quickly and error-free on any device, without leaving the Salesforce1 Sales Cloud.
Unlike other CPQ solutions that can take a year or more to go live, SteelBrick provides out-of-the-box CPQ that simply works, with most customer implementations completed in just a few weeks.
Customers love us – just read our reviews. It’s Next Generation CPQ!
Replace PDF sales docs with beautiful, interactive webpages
Replace your PDF quotes, proposals and presentations with interactive and mobile-friendly webpages that are as easy to build and reuse as they are beautiful.
The smart lead conversion solution for your sales process!
TILKEE is the smart lead conversion solution for your CRM.
With our unique predictive algorithm, we provide the data you need to make the follow-up process.
Quoting & Proposal CPQ Solution Integrating w/ your systems
QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit & view quotes and proposals online
Create, send, track, and sign business proposals online, fast and easy.
Quote Roller is a web-based software that helps to create, send, organize, track and e-sign business proposals with ease. Impress your clients with beautiful proposals created in minutes, not the usual hours.
-Create proposals out of proven, sector-specific templates or create and reuse your own
-Auto-insert your products, services and optional pricing catalog
-Include images, videos and hyperlinks
-Send proposals in PDF or web formats, which clients can discuss, accept and securely e-sign
-In-proposal analytics empower your followup by allowing you to know right away when a client opens your proposals, what they've looked at and for how long.
Proposal creation and client onboarding automation
Practice Ignition is a smart proposal software that includes contracts and allows you to accept recurring and one-off payments directly on the proposal.
Bidsketch proposal software allows you to create proposals in minutes using customizable templates and additional features. Choose your design and add reusable content, pricing information and media. Add an electronic signature feature and a custom client landing page. Embed images and videos to be viewed online by your clients.
Design templates allow you to use your own HTML/ CSS designs. All your templates will be saved and made available in a variety of colors. All templates are downloadable and exportable in PDF. Bidsketch allows you to mark specific fees as optional so that you clients can accept or decline additional services as they go through your proposal.
Document Generation and Contract Management Software
Octiv provides cloud-based productivity software built for sales teams. Using the platform, you can dynamically assemble and deliver presentations, proposals, contracts and more.
Online proposal software for proposal creation, delivery and management
Proposable is an online proposal creation tool that allows you to create proposals in minutes based on a library of your commonly used templates. You can share and collaborate on these proposals with your team members before they get send out.
Deliver these proposals instantly online and be kept up to date with a real time overview of all your deliveries. Get notified by text or email as soon as your proposals are opened, read and commented on by their receiver. You can use the software to see who is looking at which proposal and how long they spend viewing each section.
Apttus enables sales channels to sell more, sell bigger, and sell anywhere on the cloud. Built within the Salesforce1 platform, Apttus CPQ boosts sales effectiveness by guiding users to the best possible quotes for all products, pricing, and channels. In addition, by integrating quoting software with your contract processes, you can automate renewal quotes based on previously agreed upon pricing and terms.
Apttus CPQ software is a key component of the Apttus Quote-to-Cash solution, allowing sales organizations to speed time to revenue, prevent revenue leakage, and reduce risk.
- Enhance Sales Effectiveness with System-Driven Guidance: Improve deal size and close rates by providing all channels the latest product and pricing insights
- Quickly Scale Your Business: Leverage your Salesforce investment to drive productivity and global growth
- Sell Anything, From Anywhere, On Any Device: With mobile capability, sales channels can close deals no matter where they are
Online request for proposal software for RFPs, RFQs, and RFIs
RFP365 allows you to automate the request for proposal creation process. This software can be used to issue as well as to respond to RFPs. Procurement teams can use the tool to speed up the timeframe for procurement by reusing RFP templates, scoring responses online and improves their communication with vendors.
Vendors can use RFP365 to respond to request for proposals. They can use the tool to search for and use old responses, online collaboration features enable them to work together and manage deadlines.
Cloud-based proposal presentation and tracking software
Paperless Proposal is a web-based proposal management solution for sales & marketing teams to create customized proposals for sharing with their clients
XaitPorter is a cloud-based document automation & collaboration solution for teams to build a corporate content library & streamline document collaboration
Oracle CPQ Cloud is configure, price, and quote (CPQ) software and a Quote-to-Cash management solution to turn sales opportunities into revenue faster. Oracle CPQ Cloud is used to improve sales process and increase efficiency by automating the production of sales proposals and quotes. The Oracle CPQ Cloud's BigMachines products enables you to manage the entire Quote-to-Cash process and is integrated with Oracle's suit of customer experience (CX) solutions.
Oracle CPQ provides guided selling tools to help sales staff and customers alike find the right products and services to include in orders and proposals. You can use this solution to generate accurate, branded orders and proposals directly from your CRM system. Improve the quote creation process with incorporated up-selling and cross-selling recommendations and by defining consistent pricing and discounting rules.
Bidspeed is a web-based opportunity management application designed for businesses that sell to the federal government. Bidspeed manages the entire government sales process: research, business development, opportunity and capture management, proposal development and fulfillment, bid / no bid and win / loss tracking.
EasyPQQ is a cloud-based document authoring, bid proposal, and tender management system which offers collaboration tools, native search, approvals, and more
ConnectWise® Sell™, formerly Quosal, offers technology solution providers of all sizes a cloud-based quoting solution to shorten their sales cycle, optimize operations, and boost margins. Visit www.connectwise.com/software/sell to find out more today.
SymVolli is a powerful Sales Performance Management tool that can revolutionise the effectiveness of company’s workforce.
By understanding the sales process, managing and monitoring it, it is possible to deliver a pipeline that has credibility and leads to accurate and consistent sales forecasts. This is easily achieved with SymVolli because it takes snapshots of the sales forecasts presented by sales teams over time, holds them in a database and produces trends and variations from the "norm" to encourage and enable accurate sales forecasting to build trust in the figures for senior management.
Nirvaha's Quotes, Billings, and Commissions software serves to automate both quote and order creation, commission plans and payments as well as tracking for deliverables, billings, and revenue recognition. Nirvaha's detailed dashboards provide real time visibility on sales related financial information, and offer integration with both QuickBooks and SalesForce com.
With Sofon Proposal Organizer, complete and error free quotations, orders, contracts and other sales documents can be easily created. Product configuration, calculation, visualization and document generation are all supported. Online, offline and on internet.
Sofon Studio is the management module for all information that is used in Sofon Proposal Organizer and Sofon Sales Configurator. This information, including costs, configuration and calculation rules, visualization rules, texts, illustrations etc, is transparently and easily stored in Sofon models.
Sofon Sales Organizer offers all functionality you may expect from robust CRM systems for customer driven businesses. In case you already use a CRM system, or you prefer another CRM system such as Microsoft CRM, Salesforce or Siebel, your system of choice will easily work with Sofon.
Sofon Connect ensures seamless integration between Sofon Guided Selling and other software such as ERP, CRM, CAD and PDM.
PROS Smart CPQ automates the configure, price, quote process empowering your sales to create accurate, tailored solutions for each customer, every time.
The product configurator camos Configurator is the leading technology system for accurate configuration of products with many variants and/or complex products within the industry. The sales team can configure customer-specific products without expert knowledge and prepare technically correct and precisely calculated quotations.
Proposal management, quoting, and product configurator
Experlogix CPQ is a quote & order automation platform for ERP & CRM systems to support the entire quote-to-order process for manufacturers & high tech companies
Informed Decision Making for RFP and System Select Projects
SupplierSelect provides buyers and system selection consultants with online platform supporting the full RFP project lifecycle. Rich surveys are drafted and published online. Vendors self-register and respond via the portal. A message board facilitates controlled, audited communication with vendors. Hierarchical weighting, pairwise comparison and full auditing supports the most sophisticated projects. Project templates and automated scoring provide significant time savings, especially for consultants that manage similar RFPs for different clients. Security conscious environments appreciate the fine grained access control and support for domain expert evaluators.
Quotient is a cloud-based quoting software to create, present, send and approve quotes online. With Quotient you can create professional, custom branded quotes and save templates to automate the quote creation process in the future. You can use Quotient to track the progress of your quotes and your clients have the ability to accept quotes online.
Keep all your quotes securely archived in one application to make quotes easy to search and retrieve. Keep on top of quote progress and archive quotes that don't get approved after certain time periods. The quoting software can also be used to measure the performance of your quotes through reporting and analysis.
Huddle provides secure cloud-based content collaboration for enterprise and government clients. With Huddle, you can share & store files, collaborate on documents or ideas & manage projects with colleagues, clients, partners & suppliers.
Socket is online quoting software for sales teams. Features include quote and proposal automation, contact management, tracking and analytics, and online payments.
QuoteOnSite is a quotation, invoicing, and messaging platform for small to medium-sized organizations that want to improve the speed & professionalism of quotes
Smart CPQ by FPX transforms buying and selling processes
Over three decades ago, FPX’s Configure-Price-Quote® (CPQ) gave life to sales force automation. At the time, the ability to streamline the sales process, maximize sales effectiveness and boost revenue was unlike anything ever seen before.
Today, FPX continues to lead through innovation by offering Smart CPQ. Part of an Experience Management Platform (XMP) of applications, Smart CPQ goes beyond standard pricing and quoting by offering predictive applications that harness big data to build ideal order configuration.
DRE’s Business Collaboration Network (BCN) was designed with sales and marketing professionals in mind. It is an intuitive and easy to use web based application that enables a better way for companies to interact and collaborate with customers, prospects, and other co-workers. The idea is to combine the most desired features into one application so that professionals can increase revenue in a more efficient manner.
With features such as desktop sharing, live chat messaging, discussion forums, file libraries, collaborative whiteboards, and to-do lists, the BCN is a single source for simplified collaboration and communication. Users can access a collaborative work space or conference center anytime or anywhere from any browser. The features listed below were designed to ultimately help companies shorten sales cycles and improve overall efficiency.
With Nirvaha Quoting, organizations can create quotes from their pre-existing templates and item lists in seconds. With the click of a button, users can specify rich text document templates (including images) to be used for creating quotes. Sales teams can then create quotes automatically by selecting items, units and discounts. Once created, quotes are easily shared for review or approval, dramatically reducing time spent in the quote creation process.
Commission Software that works for the way you do business. No upfront professional services needed and easy to get started with. It enables Sales and Finance Executives to automate commissions calculations based on your organization's custom commission plan.
The Ember Opportunity System (EOS) is a web-based collaboration environment that makes it easy for your company to manage, track, and report on all their proposal efforts in one simple and intuitive environment. EOS lets you move the proposal process out of your email and into a collaborative tool where data is exchanged, schedules are managed, and winning proposals are created. Business managers use EOS’ reporting features to track the company’s business development efforts and to shift resources to those proposal efforts that need them the most. Using EOS not only helps the proposal writers and leads with their jobs, but it also reduces the costly overhead associated with pursuing government contracts. With the FedBizOpps opportunity import feature Ember allows you to manage the proposal process from capture to submission.
Cloud-Based RFP and Proposal Automation for Enterprises
Qvidian software automates the RFP and proposal creation process allowing you to create logically flowing proposals that address the key business needs of your client. The software utilizes sales reps' knowledge of their clients and enables them to create proposals without needing the writing and formatting skills to do so.
Create proposals that address the needs of your client, offer solutions and provide evidence to support your company's ability to provide those services. Ensure all your proposals are consistent in tone and branding.
RFPMonkey is a cloud-based request for proposal (RFP) solution which allows users to build an RFP content library, track RFP statuses and progress, and more
Delivering a powerful proposal software & sales enablement tool that allows your team to respond quickly, accurately, & securely to proposals & questionnaires.
Software that helps you create RFPs, Pitches, Proposals
Qorus offers intuitive Microsoft-based proposal management software that enables users to create pitches, proposals & RFPs more efficiently & accurately.
