Home CPQ Proposal Management Conga Composer Conga Composer Alternatives
Conga Composer: Reviews, Testimonials and Expert Opinions
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Top 14 Conga Composer Alternatives
ClientPoint
ClientPoint - The sales sharpener. Close More Deals, Faster
ClientPoint is a cloud-based proposal presentation and tracking software for sales, management and marketing. ClientPoint allows your business to produce a high volume of personalized sales proposals quickly and efficiently. The solution helps to generate proposals, send them to clients and optimize the proposal management lifecycle. ...
ClientPoint proposal generation software supports office files, video, templates, pricing tools, CRM integration and eSignature approval. With ClientPoint's tracking and analytics feature, businesses can track the number of attributes after sharing the proposal with their clients such as the number of times a proposal is viewed; length of the time a project is viewed and the time spent on particular pages or sections, among others.
ClientPoint’s intuitive selling and closing platform powerfully drives higher close rates and shorter sales cycles. ClientPoint experiences help you land more meetings, facilitate better virtual presentations, follow up more powerfully, and close more deals. Know where the proposal is in the lifecycle process with Unsent, Sent, Viewed, Signed proposals updated automatically based on prospect actions. ClientPoint updates sales reports based on prospect actions, so when a prospect is sent a proposal, views a proposal or approves a proposal the pipeline report is updated.
Nintex Drawloop DocGen® for Salesforce
Salesforce Workflow Automation and Document Generation - Nintex
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 ...
Privia
Proposal Management Solutions | Privia
Privia is a Proposal Management Software. Privia is designed for the purpose of streamlining the process of bidding for all kinds of enterprises. Through Privia, companies can bid on state, commercial, or local contracts, and collaborate through the use of effectively designed proposals. So it’s a one-stop solution for the bid management, workflow management, contract management and integrated content management. ...
Privia has proven to be an efficient bid management system for all types of businesses through its seamless integration tools, and collaborative and lifecycle management assets. By being a central location for bid management, it allows businesses to focus on their goal of availing bidding opportunities and winning meaningful bids.
Privia also allows to create customized and secure workspaces with the workspace owner who can maintain control over the use, creation or removal of documents. This feature can come handy when dealing with confidential data such as financial data which needs to be protected from any forced disclosure.
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.
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.
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.
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.
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.
Floify
Mortgage Automation and Point-of-Sale
Floify is a Mortgage Automation and Point-of-Sale Solution that helps to automate and manage all processes of loan origination. It helps mortgage professionals automate lending processes and improve communication between all stakeholders. ...
It provides a portal to collect and verify documents, track progress, and efficiently close borrowing pipelines, to increase the profitability of mortgage operations. It has a secure document portal, automated borrower and agent notification platform, suite of productivity integrations and so much more.
Key features include loan document management, customer database, loan processing, multi-branch support, digital signature, credit reporting, visual representation and more. It allows businesses to create customizable 1003 applications and facilitate processes by managing creditors' and borrowers' eConsent through an online portal. Floify integrates with various third-party applications such as Encompass, Calyx, Byte, LendingQB, Docusign, DropBox, Google Drive, Veri-Tax and Slack along with banks.
E-Sign
e-sign-electronic-signature.com - E-Sign Anything Anywhere
E-Sign is an electronic signature software for businesses to sign online, anytime, anywhere, and send documents on any device with a secure electronic signature system. It helps to acquire customers and enhance customer relationships. ...
It is operated with server side encryption (SSE), which encrypts the data at rest, and its twin firewalls protecting the database with a monitoring system.
E-Sign includes features like unlimited templates, multi-language application, audit trail, secure document storage, email personalization, and much more.
