Home CPQ Proposal Management Nintex Drawloop DocGen® for Salesforce Nintex Drawloop DocGen® for Salesforce Alternatives
Nintex Drawloop DocGen® for Salesforce: Reviews, Testimonials and Expert Opinions
(1387)Salesforce Workflow Automation and Document Generation - Nintex
Top 38 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.
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.
PandaDoc
PandaDoc - Sales Documents That Close - Proposals, Quotes ...
PandaDoc and Nintex Drawloop DocGen® for Salesforce cater to diverse business needs within the proposal management space. PandaDoc excels with extensive sales document management and proposal features, aligning well with large enterprises in marketing and technology sectors. Offers consistent chat and 24/7 support too. Nintex Drawloop DocGen® is crafted for Salesforce users, focusing on integration and compliance, supporting smaller enterprise operations, commonly in IT and financial services. Email and phone support are available, reflecting diverse use scenarios. ...
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.
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.
Conga Composer
Customize, streamline and scale document generation and reporting for unlimited use cases
In the proposal management space, Conga Composer shines with extensive capabilities in sales document and contract management, while supporting a wide user base from small to large enterprises, especially in IT and manufacturing sectors. Nintex Drawloop DocGen® for Salesforce is tailored for enhancing workflows within organizations, focusing on sales and contract management, well-suited for financial and software services with its integration strengths. User preferences lean heavily towards around-the-clock support for both tools, reflecting needs in complex operational environments. ...
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.
CoConstruct
#1 Rated Construction Project Management Software
CoConstruct excels in the Proposal Management space, offering robust data handling features and support for large enterprises, primarily in construction. Nintex Drawloop DocGen® for Salesforce, on the other hand, provides comprehensive sales document capabilities and fits well within the IT and software sectors, focusing on increasing sales and revenue. Both products offer distinct capabilities, aligning them strategically with different industry needs. ...
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.
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 Proposal Software is tailored for diverse enterprise scales, focusing heavily on sales processes and customer acquisition, supported by comprehensive analytics and integration features. Nintex Drawloop DocGen® for Salesforce leverages its connection with Salesforce, emphasizing document management and seamless communication for boosting ROI and sales. Both cater to large enterprises but differ in their primary industries and specific user needs like IT services and financial clients for Nintex. ...
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.
Quotient
Quoting Software
Quotient and Nintex Drawloop DocGen® for Salesforce offer distinct value in the Proposal Management category. While Quotient emphasizes comprehensive sales and proposal management, Nintex Drawloop builds on contract and workflow management. Quotient prioritizes sales growth and customer relations, whereas Nintex focuses on improving ROI and internal communications. With robust integration and reporting features, both cater distinctively to large enterprises, though Nintex also serves mid-market and small businesses, which might find its user-adaptable support highly beneficial. ...
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
Nintex Drawloop DocGen® for Salesforce and Nusii are prominent players in the Proposal Management landscape. Nintex excels in aiding large enterprises with complex sales document workflows, offering robust compliance features and extensive 24/7 support. On the other hand, Nusii, though smaller in enterprise engagement, specializes in proposal creation, aligning well with marketing sectors and providing flexibility with its white-labeling capabilities. ...
Ignition
Client Engagement, Proposals & Payments Software
Nintex Drawloop DocGen® for Salesforce and Ignition both serve the Proposal Management domain, offering distinct strengths. Nintex Drawloop excels in document management, integration features, and provides robust support, suiting varied sectors like finance and IT. Ignition, favored in accounting and consulting, emphasizes proposal management and customer engagement with strong onboarding features. Their vendor support and integration capabilities cater to diverse operational needs. ...
Bidsketch
Proposal Software
Bidsketch and Nintex Drawloop DocGen® for Salesforce cater to distinct operational requirements within proposal management. Bidsketch excels in customizing and managing sales documents, appealing notably to marketing and design industries. Nintex Drawloop DocGen® enhances document generation with advanced integrations, favoring large enterprises across diverse sectors. Each product offers tailored features and support, aligning with various organizational scales and business objectives. ...
S-Docs
S-Docs for Salesforce
Nintex Drawloop DocGen® for Salesforce and S-Docs are both adept at handling proposal management tasks. Nintex offers extensive capabilities in contract management and digital signatures, catering primarily to large enterprises in IT and financial services. S-Docs focuses on sales document management and proposal generation, appealing to large enterprises and the education sector. Nintex excels in data integration and has robust 24/7 vendor support, while S-Docs provides secure data management with email support. Nintex better suits companies aiming for revenue growth and improved customer acquisition, whereas S-Docs targets businesses scaling best practices and enhancing customer relationships. ...
Proposal Kit
Proposal Software, Sample Business Proposals, Legal Contracts
Nintex Drawloop DocGen® for Salesforce excels in enterprise environments, offering strong document and workflow management capabilities, while Proposal Kit shines in sales document management and customer acquisition. Each product features robust support options tailored to different user needs. Nintex caters to IT and financial services, whereas Proposal Kit fits marketing and media industries. ...
XaitPorter
Document Collaboration Software with high impact for high value documents
Nintex Drawloop DocGen® for Salesforce primarily serves enterprises and large businesses across information technology and financial services sectors. Its strengths lie in sales document and contract management, enhanced by features like custom reports and data integration. Vendor support is robust with 24/7 availability. XaitPorter is tailored for industries like oil and energy, focusing on collaboration and proposal management. Its feature set includes compliance and security measures. It effectively supports small to mid-market businesses through email and point-of-sale channels. ...
NiftyQuoter
Proposal software | NiftyQuoter
NiftyQuoter and Nintex Drawloop DocGen® for Salesforce offer unique features for proposal management. NiftyQuoter is ideal for enterprises needing robust integration and custom reporting. It excels in sales document management for large industries like design and IT. Nintex provides extensive support across all business sizes with its rich contract management and AI capabilities. It's popular in IT and financial services, offering advanced compliance and workflow management. ...
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.
