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Nintex Drawloop DocGen® for Salesforce: Reviews, Testimonials and Expert Opinions
(1387)Salesforce Workflow Automation and Document Generation - Nintex
Top 16 Nintex Drawloop DocGen® for Salesforce Alternatives
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.
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.
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.
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 ...
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.
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.
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.
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.
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.
RFP360
RFP Software for Business | Simplify the RFP Process
RFP360 is a proposal management solution that helps teams to manage end-to-end requests for proposal (RFP) management and proposal creation. It offers the only full-circle RFP software solution designed for issuers and responders. ...
RFP360 helps buyers create requests for proposals, get vendor proposals and consider their responses by shortening the overall procurement time-frame and maintain real-time access to data, enabling small companies to compete with large, incumbent providers in an integrated and seamless platform to share data.
RFP360 features include request management, RFx development and administration, workflow and collaboration, dashboards and reporting, evaluation and scoring, vendor and supplier profiles, client discovery and Integrations.
GoFormz
App to fill out your forms on mobile devices – even offline.
GoFormz is a mobile forms and data capture platform used to fill out forms online and on mobile devices. It delivers products and services that redefine how people and businesses collect and process information. It helps to improve internal communications, improve visibility and increase sales and revenue. ...
It helps every business to digitize their forms, work smarter, and modernize the work to be done. It provides instant access to all collected data and real-time reports and also automates the tasks to boost efficiencies and reduce errors.
Key features of GoFormz are streamlining collaboration with mobile forms, integrate mobile forms with other systems, automate daily tasks with GoFormz Workflows, fill out the forms on phones and tablets using the free mobile forms app and more.