Home CPQ Proposal Management RocketDocs RocketDocs Alternatives
RocketDocs: Reviews, Testimonials and Expert Opinions
(551)The Perfect response everytime - RocketDocs
Top 39 RocketDocs 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.
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.
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.
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.
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.
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.
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.
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.
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 ...
Laserfiche
Enterprise Content Management (ECM)
Laserfiche is an Intelligent Content Management and Business Process Automation platform that enables organizations to transform into digital businesses. It helps to improve ROI and internal communications. ...
Laserfiche’s workflow is a powerful business process automation software that classifies, organizes, routes and archives documents.
Laserfiche eliminates manual processes and automates repetitive tasks, accelerating how business gets done through its powerful workflows, electronic forms, document management and analytics, It establishes guidelines for organizing documents to ensure consistency and business continuity for the company and drive information security across the enterprise.
AMAGNO Digital Workplace
Electronic Document Management System
AMAGNO Digital Workplace is an Electronic Document Management System that provides automatic data capture, data transfer, file storage, archives, and seamless digital workflows. It is designed to power businesses with a legally compliant solution for capturing, sharing, and archiving data. ...
It allows users to browse through documents of all formats, quickly locate files via simple or advanced keyword searches, and display files. It offers various ways to import and export single or multiple file types, prevent data duplication, overwriting, and unauthorized edits or deletion and also includes an integrated chat for users to collaborate on documents by commenting, sharing and more. Amagno is a legally compliant ECM software with built-in privacy by design and by default and will enable users to meet all modern legal, audit, and fiscal requirements.
Key features include secure collaboration functions, full version management for ISO compliance, drag-and-drop interface, document automation, bookmarking, server-side file import with and without meta-data, granular user permission groups, scanner and printer drivers, and more.
DocuWare
Document management and workflow automation for business everywhere
DocuWare is a cloud document management and workflow automation software that enables to digitize, secure, and work with business documents and upgrade the processes that power the center of the business. It helps to improve ROI and improve visibility. ...
DocuWare is the platform that empowers to capture, process, digitize, and secure business information to flow effortlessly between the decision makers from anywhere, on any device, at any time.
DocuWare features include capturing information from a broad range of sources and organizing the information, process documents to drive important decision-making and manage workflows, and provide the team the right information for productive, fast, and effective decision-making.
PandaDoc
PandaDoc - Sales Documents That Close - Proposals, Quotes ...
PandaDoc is an all-in-one document automation solution. PandaDoc allows its users to create, deliver, and share documents online and place their legally binding signatures for faster paperless transactions and processes. It can be used by any business or organization where document building, sharing and delivery are integral to operation. It is ideal for use by the sales, marketing, finance, legal and operations departments. ...
PandaDoc is built for companies looking for proposal software that helps them grow faster and supercharge their sales success. Features included are powerful CRM integration, template and contenet libraries, industry-leading analytic and eSignatures and payment processing. PandaDoc also features CPQ functionality, pricing tables, e-signatures, proposal generation, image library, and more.
PandaDoc helps to simplify processes and increase efficiency across the entire organization when integrated with existing CRM, payment, and file storage apps into a single workflow. User can create custom-made, personalized proposals in minutes and easily collaborate with others within their proposals. It is possible to share documents within the organization's departments, or defined groups of people.
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
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.
Responsive, formerly RFPIO
RFP software to simplify responses to RFPs, DDQs
Responsive leads in diverse solution offerings with strengths in verticals like software and consulting. Its capabilities meet the rigorous demands of larger enterprises, especially in sales management. RocketDocs shines in niche industries like insurance, with a focus on small enterprises. It offers targeted ROI improvements and brand consistency enhancements. Both cater distinct segments but vary in operational scales they support, with Responsive favoring larger operations. ...
CoConstruct
#1 Rated Construction Project Management Software
CoConstruct is a cloud-based construction estimating and project management tool that helps homebuilders and remodelers coordinate their projects, communicate better with clients and crews, and control the finances of their jobs. It manages the finances of building projects, by integrating group purchasing programs that improve the underlying economics of residential construction. ...
It provides custom home builders and remodelers with web-based and mobile apps to simplify the key areas of selections, scheduling, change orders, client/vendor communication management, to-do and warranty item management, files and photos, and more. It helps home builders and remodelers to streamline their operations and take full control of their businesses, offers a personal business consultant to handle everything and eliminates the chaos in the day-to-day management of projects, enabling builders and design-build firms to monitor their construction projects and perform all necessary operations.
Some of its features include budget and forecast project costs, single-entry estimating, track change orders and expenses, share photos and files, streamline bidding, effortless proposals, simplify timesheet management, track jobsite activity and progress, improve client communication, and more.
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 and RocketDocs cater to the Proposal Management category by offering distinct capabilities and targeting varied user needs. Proposable focuses on sales and proposal management for large enterprises, offering robust contract and engagement tools with comprehensive support for acquisitions and revenue growth. RocketDocs emphasizes content management and marketing capabilities, appealing to smaller businesses, especially in insurance and retail industries, by providing aid in content curation and brand consistency. ...
Loopio RFP
RFP Software | Respond to RFPs with Loopio
Loopio RFP excels in proposal management, supporting sales document management and offering robust collaboration tools, which makes it ideal for larger enterprises seeking to streamline proposal workflows. RocketDocs focuses on managing content and enhancing brand presence, making it well-suited for small to mid-sized businesses in industries like insurance and retail. Both products help increase sales and improve ROI, but Loopio RFP has a broader feature set suitable for diverse operational scales. Vendor support for Loopio is more comprehensive, catering to high-touch enterprise environments. ...
Nintex Drawloop DocGen® for Salesforce
Salesforce Workflow Automation and Document Generation - Nintex
Quotient
Quoting Software
Quotient and RocketDocs offer tailored solutions in the Proposal Management category, with each excelling in different areas. Quotient shines in large enterprise contexts with strong support for sales and communication management, vital for IT and Marketing sectors. RocketDocs, catering to smaller businesses, focuses on content management and marketing, suiting insurance and healthcare industries. Both products enhance customer acquisition and revenue, but with varied features and support strategies, they cater to distinct operational needs. ...
Upland Qvidian
RFP response and proposal management software for high quality accurate proposals
Both Upland Qvidian and RocketDocs excel in proposal management, but they cater to different needs and industries. Upland Qvidian offers comprehensive sales document and proposal management tools, with strong analytics. RocketDocs focuses on content management and marketing capabilities, suitable for diverse industries like insurance and retail. Upland Qvidian supports larger enterprises, while RocketDocs is popular among smaller businesses. Choosing the right solution depends on industry and specific operational requirements. ...
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.
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 is predominantly utilized by larger enterprises and is popular in the marketing and advertising industries. Its focus is on comprehensive management of sales documents, proposals, and contracts. RocketDocs caters more to small and medium-sized businesses across various industries such as insurance and retail, emphasizing content management and workflow processes. Both products support increased sales, but Bidsketch is more aligned with customer acquisition while RocketDocs aims at scaling best practices. ...
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
RocketDocs and Proposal Kit cater to proposal management needs but target different market segments and capabilities. RocketDocs shines with its robust sales, content, and workflow management features, making it a preferred choice for insurance and retail companies, supporting varied business sizes from small to large enterprises. Proposal Kit focuses more on document and contract management, favored by large enterprises in marketing, IT, and media. Both offer comprehensive support options but differ in feature emphasis and user segment appeal. ...
XaitPorter
Document Collaboration Software with high impact for high value documents
RocketDocs and XaitPorter both excel in proposal management but cater to distinct needs. RocketDocs shines in small and enterprise settings, focusing on sales and compliance with robust analytics. XaitPorter, a powerhouse in collaboration, thrives in oil & energy and emphasizes improving ROI. Each product is tailored to fit unique operational scales and industry requirements. ...
NiftyQuoter
Proposal software | NiftyQuoter
RocketDocs and NiftyQuoter both excel in Proposal Management, but each offers distinct advantages. RocketDocs is known for sales document management and content strategy support, ideal for smaller businesses, especially in insurance and retail. NiftyQuoter excels in proposal management with robust integration features, appealing to large enterprises in tech-driven industries. Vendor support and customer segments further differentiate their suitability for various operational settings. ...
QorusDocs
Powerful proposal management tools for accurate responses to RFPs
QorusDocs excels in proposal management through strong integration and secure data handling, primarily serving IT and legal sectors. RocketDocs, with a focus on workflow efficiency and extensive support, integrates well within insurance and retail industries. Both tools drive sales but cater to different market segments and operational needs. ...
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.
