Home CPQ Proposal Management ClientPoint ClientPoint Alternatives
ClientPoint: Reviews, Testimonials and Expert Opinions
(3006)ClientPoint - The sales sharpener. Close More Deals, Faster
Top 60 ClientPoint Alternatives
Better Proposals
Online Proposal Softwar
Better Proposals is an online proposal builder software that enables users to craft professional-looking proposals with ease and speed. This tool is built with user-friendly features to simplify and speed up the proposal creation process while ensuring high quality and high impact both users and prospects will appreciate. ...
Better Proposals offers a wide range of templates that can be customized to get started quickly. Or user can choose to build own template from scratch and still finish proposal in minutes. Insert logos, images, and videos to add more personality and make your proposals interesting and compelling. Each proposal sent is directed to the prospect’s inbox in a very uniquely designed email, complete with a personalized message, brand themes, and logo. Proposals are integrated with e-signature and payment tools so they can easily sign the documents and pay the fees without having to exit the system and open other applications.
Proposable Proposal Software
Proposable: Proposal Software for Business
Proposable is a Proposal software for team to streamline how to create, deliver, track and eSign sales material. It helps to acquire customers and increase sales & revenue. Proposable makes it ...
Quotient
Quoting Software
Quotient is an online quote creation and management application that enables to create quotes in a few simple steps. It provides solutions that caters to small businesses across various industry verticals and helps users to create, send and manage professional quotes. ...
Quotient enables users to add images, website links and files to quotes. Users can mark items as optional or create multiple choice options for quotation forms. It converts quotes into templates and stores them in a content library.
Quotient features include auto-completion, image and file attachments and template saving make the quote creation process more efficient. Its central dashboard displays updated quotes, questions, notifications and other business activities. It supports integration with multiple third-party customer relationship management (CRM) systems such as Xero, QuickBooks, Zapier, MailChimp, Capsule and more.
Conga Composer
Customize, streamline and scale document generation and reporting for unlimited use cases
Conga Composer is an automated document generator software for creating documents ranging from proposals and quotes to contracts and renewals. The software enables error-free document generation with automatic population of data ensuring accuracy and timely response. The software can be used in industries ranging from Health & Life Sciences, Technology, Retail, Manufacturing and more. ...
Conga Composer features include templates that can be personalized with facility to include business branding. It enables Data merge and auto population of data from Salesforce or other business software directly into the document eliminating chances for errors in copy-pasting. The software also ensures consistency in the document presentation and usage of the correct brand versions.
Conga Composer integrates easily with the other Congo software such as Conga Sign, Conga Collaborate and more, in addition to integations with the other popular business software.
Loopio RFP
RFP Software | Respond to RFPs with Loopio
Loopia RFP is a Response Management Software that helps businesses grow and measure their response process for RFPs, RFIs, Security Questionnaires, and more. It is widely used by sales, proposal and security teams. It helps to improve ROI, sales and revenue. ...
The unique approach to content management provides the team on-demand access to the information required and keeps it up-to-date, organized, and built to scale with the business.
Loopia creates a centralized library with up to date and accurate contents that can be accessed, reviewed and updated effortlessly. It collaborates seamlessly by building projects, assigning questions, commenting and setting deadlines to make team aware about what needs to be done next. Its intelligent RFP response automation and workflow tools save team time to focus on what matters.
Bidsketch
Proposal Software
Bidsketch is a Proposal Management Software. It helps sales people to create professional proposals easily and faster. It helps sales team to close proposals faster thereby helping in growing revenue. Bidsketch offers the ability to set up an automated message that shows to clients once they have approved the proposal. ...
Bidsketch provides professional templates that can be exported to PDF for extra portability. Images and videos can be embedded for online viewing by clients. Content and design can be reused that saves time for sales team.
Bidsketch also lets users create a client landing page where they can view, approve, export, and comment on their proposal quickly to help users stand out as a professional and make interaction with clients more convenient and organized. Proposals can be signed online using the electronic signature feature or downloaded and printed.
Nusii
Proposal Software for Creative Businesses. | Nusii
Nusii is a Proposal Software that helps to create deals. It is designed for creative agencies and online businesses. It offers professional proposal templates, open notifications, user own custom ...
The key features of Nusii include electronic signature, content repository, knowledge library, proposal notifications, branding, domain and email, reusable content, client report, and more.
Qwilr
Qwilr - Software for creating proposals, quotes and documents as ...
Qwilr is a software for creating sales and marketing documents such as proposals, quotes and other business documents and can be used by individuals or sales and marketing teams in large enterprises. ...
Qwilr comes with a Template library for creating the business documents. The Blocks feature enables reuse of the best document or template or mix and match and stay consistent with the brand. The Quote Block consists of a Quote package and line items with conditional pricing for the client to make choices and arrive at the optimal solution.
Qwilr integrates with the CRM and Accounting tools running in the system and provides features for capturing information on customer names and other client details for personalizing the business documents. It also comes equipped with e-signature features, and integration with Stripe for enabling payments on any device.
Proposify
Proposal Software - Proposify
Proposify is a proposal software suitable for web design and marketing companies of all sizes. Its web platform that effectively streamlines the proposal writing process by addressing the usual issues that come with devising and writing proposals. It helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements. ...
Proposify delivers a quick and easy way to monitor and manage proposals, work closely with teams, and make custom-designed, reusable templates so proposals can be quickly made with spending time discovering content. All proposals can be fully white-labeled, may include interactive elements and are compatible with mobile devices.
Proposify features include Metrics and notification, Interactive quoting, Content library, Electronic signature, Custom fields and variables, Client input forms, Editors, Videos, Salesforce, Languages and more.
Responsive, formerly RFPIO
RFP software to simplify responses to RFPs, DDQs
Responsive, formerly RFPIO is a Request for Proposal (RFP) software that organizes content and provides powerful collaboration, delivering what teams need to craft their best response, every time. It is designed to streamline the response process for requirements documents like security questionnaires. ...
Its cloud-based software utilizes a patented document import process, an Artificial Intelligence (AI) enabled content library and export templates for consistent formatting, enabling users to make workflow more efficient. It supports RFP and security questionnaire responses, creates and manages sales proposals, and resolves inefficiencies rooted in decentralized and inaccessible content and knowledge. Its robust and bi-directional integrations, along with an open API, allow teams to digitally transform response management processes and harness the power of the knowledge and content across their teams.
Key features include dashboards, proprietary import and export technology, RFP progress tracking, intelligent and adaptive knowledge base, collaboration, custom auto-respond, and more. RFPIO supports response management for growing organizations of all sizes including Google, Adobe, Atlassian, Microsoft, Tenable, Zoom Video and others.
Proposify
Proposal Software - Proposify
ClientPoint and Proposify both cater to the Proposal Management category but emphasize different strengths. ClientPoint is ideal for larger enterprises needing robust sales document management and comprehensive vendor support. Proposify excels at helping creative industries with high-volume proposal management and offers extensive support for its features. Both tools enhance customer acquisition and revenue growth, but their user base and industry focus differ significantly. ...
Showpad Content
Sales Enablement and Marketing Platform
Showpad Content is a content platform made available for the sales team to leverage visually engaging on-brand content developed by the marketing teams. It provides the sales team a centralized ...
The Sales content management centralizes asset management through automatic content sync with existing CMS or DAM systems. The platform is equipped with data access, security compliance, integration with CRM, Marketing Automation Systems or custom using APIs or SDKs ; Content Recommendation for sellers provides intelligent recommendations for Salesforce using AI and ML; Personalized or Visually engaging experiences delivered using Showpad Experiences; Collaborate with buyers through shared spaces helps all stakeholders get a holistic view of the buying process; Using Analytics and AI measure key metrics - content analytics (marketing), prospect insights (sales), user analytics (sales leadership). Using MeetingIQ understand how content is used in field, helping to optimize content strategy.
MarkLogic Data Hub Platform
The Single Platform that Unlocks Data Agility
Marklogic Data Hub Platform is a Data Integration platform for Enterprises . It is used in the Financial Services, Healthcare, Insurance and other Manufacturing Industries and Media It ...
It is powered by a NoSQL database which provides speed, flexibility and scalability and ensures security and data consistency.
Marklogic Data Hub Platform is built to work in any environment - hybrid, on-premises or cloud.
Prezi
Virtual presentations and interactive presentation software
Prezi is an interactive, cloud-based presentation software for sales, marketing, HR and educationists teams to create dynamic, engaging and relevant presentations. It is primarily used for ...
Prezi offers the capability to organize and view presentations. It also facilitates the organization of the content using the drag and drop functionality, without modifying the arrangement of the elements. It has a feature that lets users reveal important details as they develop their stories. It also helps in navigating intuitively during interactive presentations.
Blackboard Learn
delivers a simpler, more powerful teaching and learning experience that goes beyond the traditional learning management system
Blackboard Learn is a simpler, more powerful teaching and learning experience that goes beyond the traditional learning management system (LMS). It helps to scale best practices and improve internal communication. ...
Blackboard Learn supports learners and instructors to stay organized, easily take action, and engage with content and each other. It helps all learners regardless of age, ability, or situation succeed.
Some of its features include its mobility anytime, any device, supports critical workflows such as grading and collaboration, actionable insights, openness to integrate, extend and get data, and more.
Salesforce Anywhere
Real-time Team Collaboration App for Sales and Service teams
Salesforce Anywhere is a Collaboration software and the easiest way to accelerate sales processes inside Salesforce, helping teams close deals faster. It reimagines sales and service with ...
It also helps the team to work together on plans, discuss records, and analyze reports, keeps sales and service on the same page with smarter decisions and take the right steps to drive the business forward with suggested actions powered by AI.
Workplace from Meta
Workplace collaboration software enabling communication through Groups, Chat, Rooms and live Video broadcasting
Workplace from Meta is a communication tool that connects everyone in the company, even if working remotely. Its features like Groups, Chat, Rooms, and live video broadcasting help to get people talking and working together. Workplace helps to improve internal communication, digital and social presence and scale best practices. ...
Workplace makes it easy to speak to everybody in the company. It turns communication into a conversation by giving people a voice so they can ask questions and share ideas. Workplace uses simple integrations and mobile apps to connect everyone in the company. It also keeps people safe with industry-leading access controls and security measures.
Key Features are Workplace Chat, group video calls, file storage, auto-translate, live video streaming, access to directory integrations, admin controls to manage and monitor the Workplace, monitoring tools for IT teams and many more.
Slack
AI work management and productivity tools
Slack is the collaboration hub that brings the right people, information and tools together to get work done. It helps to align their teams, unify their systems, and drive their businesses forward. ...
Slack offers a secure, enterprise-grade environment that can scale with the largest companies in the world. It is a stack where people can work together more effectively, connect all their other software tools and services, and find the information they need to do their best work. It offers real-time messaging, file sharing, archiving, and search. It has several internal and external sharing options to receive and share files with anyone. It offers advanced search, filters and sorting that make it easy to get the right files.
Some of its features include conversation channels, private groups, messaging, message history, search, snippets, webhooks, collaboration, fFile sharing, file browsing, voice/video calls, feedback, progress archive, notifications, integrations, synchronization, open API and more.
RingCentral Video
Free and unlimited online video meetings
RingCentral Video is a Video Conferencing and Team messaging platform to book meetings, chat with teammates, and experience the platform in action. This seamless video meetings helps to build, grow, and connect the teams from anywhere. ...
It provides advanced meeting inights which includes meeting summaries, topics, video highlight reels, keywords, and video transcription with speaker identification. It supports presentation modes following every movement of presentation and keeping everyone on the same page with screen sharing along with the features like whiteboard, breakout rooms, team huddle and dynamic end-to-end encryption.
Some of its features include free online video meetings, secure, high-quality HD video and audio, group chats with teammates and clients, file sharing and task management tools, boosting team collaboration and productivity, secure conversation and more.
Salesforce Chatter
The Enterprise Social Network & Collaboration Software
Salesforce Chatter is an Enterprise Social Network that helps the employees connect, collaborate, share files, data, and expertise, all in real-time. It eliminates communication barriers and thus drives productivity and increases efficiency and innovation across departments. ...
The primary features of this platform includes chatter groups, email digest, forums to share ideas, create and share polls, file sharing, recommendations, mobile engagements and to garner rich feeds.
The platform allows collaboration on sales opportunities, campaigns, service cases, and projects through their inbuilt apps and custom actions. It connects data and records with the internal systems, maximising efficiency and eliminating errors. To improve engagement, the tool has contribution scores metric, badges and endorsement highlights for the key contributors.
Qwilr
Qwilr - Software for creating proposals, quotes and documents as ...
Qwilr and ClientPoint both excel in proposal management, but they serve different customer bases and needs. Qwilr focuses on large enterprises in marketing and IT sectors with a rich feature set that includes analytics and custom reports, emphasizing customer acquisition and revenue growth. ClientPoint targets a broader range of business sizes, including a focus on mid-market and small businesses in network security and advertising, with strong support and engagement capabilities to enhance customer relationships. ...
Verishow
Sales Enablement tool to engage with customers remotely
Verishow is a video call center solution. VeriShow provides customized Video-Chat solutions so businesses can engage with their customers remotely and personally. VeriShow’s customer communication and engagement suite that includes applications for live chat, video chat, VoIP calls and content sharing. ...
VeriShow also offers sales enablement platform that assists sales personnel to manage customer interactions and offers document sharing as well as form filling capabilities. VeriShow supports newer engagement technologies based on the HTML5 protocol.
Verishow is used by businesses seeking to track their online conversions and monitor sales. It is designed for a range of online businesses looking to manage two-way communication with their customers. VeriShow offers patented co-browsing capabilities, screen sharing, document sharing, certified signature and it is highly secured.
Docsend
DocSend - Share business-critical documents with confidence
DocSend is a secure document sharing platform which enables sharing, tracking and managing important documents in a secure environment. It enables Sales Enablement, Investor Relations, Board Management, and FundRaising activities and can be used by Sales Leaders, startup founders, investment bankers, and consultants. ...
DocSend features include secure sharing of documents by sharing through DocSend links, which eliminates sending bulky documents as attachments. It supports all file formats and provides password and email verification for controlling access to sensitive documents. Editing of documents is possible even after sharing with the corrections getting updated automatically in all shared links.
DocSend features include analytics on the documents each time it is viewed, providing pagewise analytics, popular pages and new stakeholder info. DocSend’s feature DocSend Spaces enables sharing of multiple documents within one link enabling a single point of reference. DocSend’s eSignature feature enables converting the document into a legally binding one, with provision for audit trail and signed copies sent to stakeholders.
Zinc Real-Time Communication
Boost service resolution efficiency
Zinc Real-Time Communication is a purpose-built real-time communications platform for technicians and field service teams to reduce mean time to repair and boost customer satisfaction. ...
It comes with powerful correlation technology.
methinks
methinks - where product research meets humanity
Methinks is an User Research Software. Methinks is a platform where individual researchers can search for their target users, schedule times to meet them, and perform HD video remote interview sessions while the user is sharing their device screen. While conducting the research, the platform can transcribe the tester's words while bookmark key behaviours to review later. All recordings, qualitative quotes, and quantitative responses/graphs are stored in a secure cloud for oneself and their team to access anytime, anywhere. ...
Methinks make key decisions based on customer insights gathered in face-to-face video chats. User can learn directly from customers and design useful, engaging features. This saves development time and costs by catching UX issues early. User can conduct remote research without having to compromise on methodology. It helps to build a brand that leaves a good impression. Methinks Thinkers share their thoughts on trending topics, events and happenings around the world.
Phlanx
A Social Media Marketing Platform to contact influencers, connect with brands and provide analysis and insights on instagram accounts
Phlanx is a Social media marketing platform for business owners and industry professionals. It helps to contact influencers, work with brands, create contracts and measure engagement rates. It helps to improve brand engagement and build brand awareness. ...
Phlanx helps to grow social media followers by working with influencers worldwide, collaborates with other brands to cross-promote each other, audits influencer account to get the right influencers for the brand and measures social media engagement. It provides engagement calculators for various social media like Instagram, Facebook, Pinterest, Youtube, Tiktok and Twitter.
Envato Elements
Creative Platform with unlimited assets
Evanto Elements is a platform with unlimited creative assets and creative people providing resources to make ideas come to life. Evanto Elements is used in graphic, web and video templates, audio, photos and more to create with unlimited downloads at one low cost. ...
Some of its creative features are stock video, video templates, graphic templates, royalty-free music, sound effects, different fonts, presentation templates, web templates and more.
Forj
Membership Community Platform to deliver an exceptional member experience
Forj is a Membership community platform, that aims at managing all aspects of community networking and communications. It is targeted at Non-profits, Associations and corporations. Forj features ...
Forj provides a modernized interface for discussions, chats, events, and networking, making it attractive for members to remain engaged and involved in community drives.
doxee
The Digital Customer Experience Company
Doxee is a cloud-based customer communication management (CCM) solution that makes customer communications interactive and highly personalized. It provides solutions for the financial services, healthcare, manufacturing, utilities, telecom, legal and public sector industries. ...
It transforms the customer experience with innovative technologies that help enterprises communicate and engage with their customers more effectively, creating stronger relationships that drive sustained business growth.
It provides clients to design content, validate, distribute, track and archive data. Its Pweb solution allows clients to provide clickable content to customers and Pvideo allows clients to create and share video content. Doxee’s cloud-based Paperless Business Solution enables digitization of documents with electronic signature, biometrics and digital time stamping features.
PandaDoc
PandaDoc - Sales Documents That Close - Proposals, Quotes ...
ClientPoint and PandaDoc offer comprehensive solutions in proposal management but target slightly different audiences. ClientPoint is more tailored to large enterprises and excels in custom reporting and seamless integration, appealing to industries like network security and marketing. PandaDoc, with robust contract management and workflow capabilities, is immensely popular among enterprises across sectors like computer software and IT services. Both products meet various sales and customer engagement goals, but PandaDoc's stronger features in document handling make it suitable for larger-scale operations. ...
Conga Composer
Customize, streamline and scale document generation and reporting for unlimited use cases
ClientPoint and Conga Composer are leading solutions in proposal management, supporting key operations like sales document management and proposal handling. ClientPoint offers robust features like custom reports and integration, catering mainly to large enterprises in security and software industries. Conga Composer stands out with its data handling capabilities and custom reporting, heavily utilized by enterprises in IT and manufacturing sectors. Each product offers unique strengths that cater to specific business needs and industry requirements. ...
Responsive, formerly RFPIO
RFP software to simplify responses to RFPs, DDQs
ClientPoint excels in comprehensive proposal management with strengths in analytics and customer segmentation, making it ideal for larger enterprises in computer security. Responsive, formerly RFPIO, focuses on content and workflow management, lending itself to diverse industries like IT and consulting, favored by mid-market companies. ...
CoConstruct
#1 Rated Construction Project Management Software
CoConstruct and ClientPoint offer distinct strengths in proposal management. CoConstruct excels in integration and data handling for large enterprises, mainly in construction. ClientPoint focuses on document management and proposal creation, serving a diverse range of industries and supporting customer acquisition. Both products provide comprehensive 24/7 support, but CoConstruct leads with extensive support options. Choosing between them depends on specific business needs, such as required capabilities and industry focus. ...
Better Proposals
Online Proposal Softwar
ClientPoint and Better Proposals both operate in the Proposal Management category, with unique strengths. ClientPoint excels in sales document and proposal management for large enterprises, offering features like custom reports and seamless integration that cater to complex operational needs. Better Proposals, meanwhile, shines in marketing and advertising industries, providing robust custom reporting and white-label capabilities favored by smaller enterprises and creative sectors. Vendor support preferences vary, with ClientPoint offering 24/7 support and Better Proposals emphasizing chat support. In essence, ClientPoint is geared toward large-scale operations, while Better Proposals fits well with creative and marketing-focused businesses. ...
Proposable Proposal Software
Proposable: Proposal Software for Business
Proposable Proposal Software and ClientPoint both excel in proposal management but cater to different needs. Proposable is ideal for large enterprises in the tech sector, focusing on sales and digital engagement. ClientPoint, on the other hand, supports a wider range of customer segments with strong document management capabilities, favoring the security and marketing fields. ...
Loopio RFP
RFP Software | Respond to RFPs with Loopio
Loopio RFP and ClientPoint are both prominent in the proposal management category. Loopio RFP shines with its focus on collaboration and content management for enterprises, while ClientPoint excels in sales document handling and client engagement for large businesses. Loopio RFP is favored by technology and education industries, and offers robust 24/7 support. ClientPoint appeals strongly to security and marketing sectors with enhanced integration capabilities. Both cater to businesses aiming to boost customer acquisition and revenue growth. ...
Nintex Drawloop DocGen® for Salesforce
Salesforce Workflow Automation and Document Generation - Nintex
Quotient
Quoting Software
ClientPoint stands out with its advanced proposal and quote management capabilities, supporting large enterprises and diverse industries such as computer security and marketing. It offers robust analytics and extensive customer engagement features, backed by 24/7 vendor support, which makes ClientPoint an effective solution for businesses prioritizing customer acquisition and revenue growth. Quotient, tailored for document management and lifetime value enhancement, is preferred by information technology enterprises. It excels in data integration and custom reporting, suited for users focusing on training through various channels, albeit with more limited support options compared to ClientPoint. ...
Upland Qvidian
RFP response and proposal management software for high quality accurate proposals
Upland Qvidian is a Proposal Management software for creating high-quality and timely responses to RFPs, and helping to achieve increased win rates. The software enables better team collaboration with its shareable content and common repository features, in addition to workflows for reducing review and approval times. Qvidian integrates with the regularly used business systems including Microsoft Office, Microsoft Dynamics and Salesforce and other Upland software. ...
Qvidian’s automated RFP response feature with its professional looking templates, leaves time for creating personalized responses to complex requirements, The system enables storing of the top ranking responses in a common repository for easy access and sharing across multiple teams. It also ensures sufficient time for security audits and Due Diligence Question checks.
Qvidian supports full document previews in real time, and intelligent answer completion with auto population of best-fit answers. Its Analytic reports and dashboards are provided with an easy to use interface and a drag-and-drop custom report builder, in addition to many other features.
Nusii
Proposal Software for Creative Businesses. | Nusii
ClientPoint excels in proposal management with extensive capabilities like sales and document management, serving large enterprises in sectors like computer security. It aids in acquiring customers and increasing sales with robust analytics and integration features. Comprehensive 24/7 support meets complex enterprise needs. Nusii focuses on creative agencies, offering streamlined proposal processes. It serves marketing and advertising sectors, with strong custom reporting and data handling features. While it provides essential vendor support, its emphasis on training suits small creative teams. ...
Ignition
Client Engagement, Proposals & Payments Software
Ignition is a sales proposal automation software solution that facilitates proposals, payments, insights, scope management, and integrations. It is designed to help the sale with a proposal that takes minutes to create and seconds for the client to electronically accept, no more print, sign and scan. It helps to improve cash flow and reduce debtors. ...
Ignition creates intelligent proposals that trigger workflows, automate back-office and increase conversions. It maximizes engagements with the enablement of the modern accounting practice for Xero, QBO, and WorkflowMax for the connected accountant.
Ignition features include proposals, client payments, recurring billing, client management, engagement letters, business dashboards, integration and more.
Bidsketch
Proposal Software
Bidsketch and ClientPoint are both proposal management tools that support key sales processes. Bidsketch is heavily geared towards large enterprises in marketing and advertising, with a focus on essential sales document management and proposal activities. It supports acquiring customers with a strong emphasis on data reporting. ClientPoint excels with extensive support for sales management, catering to diverse industries such as computer security. It offers advanced features like AI-powered tools and an array of support options, which attract a wider range of businesses, from small to large enterprises. ...
S-Docs
S-Docs for Salesforce
S-Docs is a document generation and e-signature solution that is natively built on the Salesforce platform and gives the organisation access to the quickest, simplest, and safest document generator and e-signature solution to boost productivity, lower errors, and do away with tedious work. ...
S-Docs generates documents and routes them for e-signature at a faster rate than comparable apps that rely on external servers. Ensures sensitive data is secure and never leaves the Salesforce platform. Creates sophisticated templates, generates documents, and sends e-signature requests using the same user interface that is used on a daily basis. It also aids in the elimination of time-consuming, manual workflows without the risk of downtime.
Proposal Kit
Proposal Software, Sample Business Proposals, Legal Contracts
Proposal Kit is a Proposal Management Software. Proposal Kit helps to create business proposals and contracts with minimal effort and cost. It provdes proposal templates, Legal contracts and sample proposals. Proposal Kit is used by businesses from small to medium, by individuals, across industry to create their business proposals, quotes, plans and contracts. ...
All proposal packages include templates and layouts for all business and situations including healthcare and medical , transportation, logistics, security, pitching new business opportunities, business restructuring crisis management.
Proposal Kit comes with several pricing options from entry level proposal packs to more advanced bundles that include content and expert edition.
XaitPorter
Document Collaboration Software with high impact for high value documents
XaitPorter is an all-in-one co-authoring software solution for teams to collaboratively create, manage and produce documents. It enables teams to increase the quality of business-critical documents while reducing the speed and cost it takes to produce documents. ...
XaitPorter has a built-in workflow with access control, single-source, automatic formatting, layout and numbering. It helps users focus on their content from efficient project management, offers real-time collaboration, and the ability to create documents more efficiently. With it, users can streamline and optimize document production to maximize revenue from bids and proposals and other business-critical documents.
XaitPorter features include work on a document from anywhere, at any time, Writers may edit different parts of a document at the same time, auto-formatting and numbering, Custom layout, Reuse content, export document to a variety of formats, including PDF and MS Word and more.
NiftyQuoter
Proposal software | NiftyQuoter
NiftyQuoter is a proposal software that helps to create quotes and proposals and send them to the clients by email. It helps to acquire customers and increase sales and revenue. NiftyQuoter helps ...
NiftyQuoter features include an overview of all the proposals and client activities, optional items to sell more services and reduce redos and unnecessary communication with clients, prepare reusable proposal templates for the services or products, automatic PDF generation, easy proposal approval and many more.
RocketDocs
The Perfect response everytime - RocketDocs
RocketDocs is an integrated sales enablement platform that helps clients of all sizes and industries succeed by moving at the speed of sales, with the power of productivity. RocketDocs platform ...
RocketDocs features unlimited projects, document libraries, office add-In, packaged projects, notifications and alerts, real time tracking, project management, bulk content uploads, custom workflows, content management, storage/search, dashboard views, and more.
QorusDocs
Powerful proposal management tools for accurate responses to RFPs
QorusDocs is AI-powered proposal development software that automates the creation of strategic sales responses that stand out and win deals. Personalized for each prospect, proposals are professional, on brand, and error-free, and include data insights proven to lead to better win rates. Easily produce high-quality proposals that give the team the best chance to win. ...
QorusDocs is used by Sales and Marketing Management teams in industries such as Managed IT Services, Legal, SaaS and Professional Services creating quick and accurate responses to RFPs. It increases win rates and simplifies the RFP process to boost sales velocity.
QorusDocs features provide AI-powered content recommendations and make proposal creation easy with the auto-answer feature that searches the content library for adding the relevant content elements. The software enables seamless collaboration and secured sharing features that help drive content optimization and consistency for a distributed workforce.
Ombud
Enable better decisions
Ombud provides sales effectiveness and content collaboration software to help sales teams reduce effort by 50% or more and spend more time selling. It allows organizations to identify the best content, automate repetitive curation tasks, and improve overall collaboration efficiency. ...
Ombud combines content collaboration, project management, and machine learning to streamline the creation of sales documents like RFP responses, security questionnaires, sales proposals, statements of work, and much more. It consolidates all content in one place providing a single source of truth for revenue teams .
Ombud features include document generation and authoring capabilities, automatic content additions, intelligent search categorizes and prioritizes, content flagging can push inaccuracies, streamlined workflows, data security, and more.
Zbizlink
Help proposal teams Finish proposals faster - zbizlink
Zbizlink is a Proposal Management Software. It is a portfolio and proposal management tool—providing project status, metrics, and sophisticated reports, accessible from the cloud-based dashboard. In the documents management workspace, user can easily upload, download, and track all documents and files. ...
Zbizlink is designed to serve Agencies, Startups. Zbizlink provides end-to-end solutions designed for Web App. Zbizlink includes its own SharePoint resource library and a contracts database where user can search for contracts, proposals, RFPs, or any file—by subject, data type, author, solicitation number, category, dollar-value range, procurement agency or bidder, NIGP code, date range, date of creation or last modification, partner, and/or by keyword or phrase.
Zbizlink allows business partners, writers, editors, and subject matter experts to share information and work transparently. The document creation and editing process between users, teams, and partners is streamlined with powerful assessment tools, editing tools in the browser, and smart templates. Email and live chat are available from every module and it can send out notifications and alerts in real time. Zbizlink enables successful and proactive collaboration, easy communication among team members, and ready access to everything they need—wherever they are and whenever they want it—right up until submission.
SmartDocs for Microsoft Word
SmartDocs - 36Software
SmartDocs is an MS Word content management and document automation solution that could be used by technical and medical writers, audit teams and others. It can be used for generating Technical Publications, Proposals, Contracts, Medical and Regulatory documents, by businesses of all sizes across various industries. ...
SmartDocs integrates seamlessly with Microsoft Word using the same user interface, provides reusable snippets, enables multiple document variations from one master document, a content map for navigating through large Word documents, and provides status of conditional tags within documents.
SmartDocs enables automatic generation of new sales proposals out of existing content, and enables creation of smart builder wizards for creating sales documents and reports, datasheets and more, using the existing reusable content. The tracking snippets feature provides information on which snippet is being used in which document.
