Home CPQ Proposal Management XaitPorter XaitPorter Alternatives
XaitPorter: Reviews, Testimonials and Expert Opinions
(645)Document Collaboration Software with high impact for high value documents
Top 62 XaitPorter Alternatives : 2025
Intelligencebank DAM
Transform Your Marketing Operations
Intelligencebank DAM is a marketing software that helps to save time, reduce risk and unleash the power of the content. It also maintains brand compliance, consistency and efficiency across all areas of marketing by managing the content lifecycle, transform files on the fly, and find, share and distribute assets seamlessly. ...
Intelligencebank DAM allows the team to easily access, edit and use files they need, transform and distribute assets directly into websites and marketing channels, finds approved content faster than ever, track what’s important and stay compliant, automate local marketing with creative templates, and also achieves marketing efficiency and brand compliance across your entire MarTech stack.
Responsive, formerly RFPIO
RFP software to simplify responses to RFPs, DDQs
Responsive, formerly RFPIO, excels in versatile document and proposal management, offering comprehensive integration features. Ideal for the technology and consulting sectors, it's tailored for mid to large enterprises needing advanced analytics and security. XaitPorter, however, emphasizes proposal consistency and business development. It suits industries like oil and energy, with features like custom reports and compliance. It serves mid-sized enterprises prioritizing structured collaboration and document management. ...
Better Proposals
Online Proposal Softwar
Better Proposals and XaitPorter are both robust proposal management tools designed to cater to different operational needs within this category. Better Proposals excels at sales document management and interactive proposal features, making it attractive for marketing and advertising firms. In contrast, XaitPorter stands out in collaborative document creation, preferred by industries like oil and energy. They offer unique feature sets and support avenues, enabling varied user engagement across sectors. ...
Hyland Governance
Information Governance Software
Alfresco-RM, an information governance software by Hyland, ensures compliance and data protection. It minimizes risks and prevents information overload efficiently.
IntelligenceBank
The leading Marketing Operations software used by global brands for digital asset management, creative approvals, marketing project management and more.
IntelligenceBank marketing operations software helps content marketers manage digital assets, approvals, and compliance. It integrates DAM, brand guidelines, workflows, and calendars for streamlined project management. ...
Nusii
Proposal Software for Creative Businesses. | Nusii
When comparing XaitPorter and Nusii in the proposal management category, each offers unique strengths. XaitPorter particularly shines in collaboration, compliance, and robust support for mid to large enterprises, especially in industries like oil and energy. Nusii excels in proposal and sales document management with a strong focus on digital engagement, favoring large enterprises closely tied to creative services like marketing and advertising. Each product aligns distinctly with specific business requirements and industry applications. ...
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.
Hyland
The platform to power content innovation
Alfresco Platform is an open, modern, and secure system. Process and content are intelligently activated to accelerate business flow.
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.
Virtual Cabinet
Simplify your work with document management
Virtual Cabinet is a global provider of digital document management, task management, and electronic signature software. With Virtual Cabinet businesses of all sizes can intelligently capture and manage their entire document control process. Businesses can streamline information management, automate document-based business processes, and collaborate between employees, partners, and clients. Virtual Cabinet currently serves over 45,000 users worldwide. ...
Its is an enterprise content management solution that provides secure client communication, sharing files, and accepting electronic signatures to enable frictionless collaboration with anyone, anywhere, on any device.
Some of its features include powerful file searches, automatic email filing, Microsoft office plugins, automatic workflows, content collaboration, sharing files securely, upgrading email security, sending large files and more.
Docsvault
Best Document Management Software
Docsvault is a Document Management Software that allows to capture, centralize, manage, and secure all paper documents, electronic files and emails. It helps companies manage, share and collaborate on documents easily. ...
Docsvault is feature-rich document management software with all the tools for a complete conversion to a paperless office. It comes with version control, scanning, OCR, full-text indexing, search, audit trail, inbuilt PDF editor, document preview, document workflow, task management, automatic and incremental backups and more. It provides instant email notifications and audit trails for activity monitoring. Docsvault allows users to create workflows to eliminate repetitive tasks such as document revisions and leave applications.
Some of its features include centralizing paper documents and electronic files, document relations allow grouping and easy access of documents filed in different locations throughout the repository, document scanning and digitization, create, edit and save MS Office documents, and more.
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.
Docflite
Online quoting Software
Docflite offers online quoting software for growing businesses to create, send, and track quotes. Clients can e-sign, accept, and query quotes online.
Ignition
Client Engagement, Proposals & Payments Software
XaitPorter stands out in the proposal management realm with strong capabilities in sales and document management, tailored for industries like Oil & Energy. Offering compliance, security, and robust reporting, it suits Mid Market businesses flexibly. Ignition shines with its engagement and document management, drawing larger enterprises, especially in Accounting. Its AI capabilities and 24/7 support complement vigorous customer acquisition goals. ...
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.
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.
SignNow
Electronic Signatures | SignNow
SignNow is an electronic signature software platform that allows users to create an electronic signature from anywhere. It allows businesses to capture legally-binding signatures across a range of documents through any device, with native mobile apps for iOS and Android. It provides solutions for small, midsize and large businesses. It saves time and costs involving paper-based documents and workflows. ...
It enables users to sign documents and request for documents to be signed by other parties while maintaining industry compliance. With SignNow, static processes like creating, printing, sending, or faxing documents to signers to affix their legally binding signatures are virtually eliminated. It supports both single and multi-party signing, and offers cloud storage integrations, authentication tools, customizable branding, shared templates, and more. Users can manage documents and templates, with the ability to import documents from Microsoft Word, create and share documents with team members, generate templates for commonly-used documents, merge existing documents, and view document previews.
signNow enables the sending of bulk invites to multiple recipients, definition of set signing orders, and setting of expiration dates on document signing links. Signers are able to decline to sign documents, and can change their minds later on, with an automatic reminder delivered after 24 hours. It can be integrated with programs such as Salesforce, Office 365, Google Apps and Google Drive.
Adobe Document Cloud
Store and share PDF files in the cloud and access them on the go
Adobe Document Cloud is a service from Adobe to store and share PDF files in the cloud and to access them on the go. It helps to improve digital presence and improve visibility. Adobe Document ...
Some of the features of Adobe Document Cloud include create, edit, export, & sign PDF files, convert office files to PDF, customizable templates, API integration, Audit trial, customizable templates, content filtering, and many 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.
S-Docs
S-Docs for Salesforce
XaitPorter and S-Docs both excel in Proposal Management but cater to different needs and environments. XaitPorter is ideal for industries like Oil & Energy due to its strong sales document and proposal capabilities, aiding mid to large markets. S-Docs focuses on enhancing internal communications, best for large enterprises in sectors like Education, with seamless integrations. Both offer robust 24/7 support, each with unique strengths in compliance and data handling. ...
Onshape is a product development platform integrating all necessary tools from conception to production. It enables efficient collaboration and streamlined workflows.
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.
Lucidchart
Online Diagram Software & Visual Solution
Lucidchart is an intelligent diagramming application for visual collaboration and real-time creation of flowcharts, mockups, and UML diagrams. Sign up for free now.
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.
Templafy
Connect and manage entire document ecosystems - Templafy
Templafy is a Data Governance Software. Templafy helps companies perfect every aspect of business document creation. It enables employees to work faster and within company standards every time. The solution is most useful for Sales and marketing, human resource, legal, administration and IT. They can use Templafy to make sure all documents are created consistently with the most up-to-date company content. ...
Templafy allows administrators to centralize document templates and dynamically update this content on a single, simple to use platform. Templafy also integrates seamlessly with digital asset management software to bring approved content and templates into the Templafy task pane in office applications.
The software allows users to analyze popular templates and better understand what employees need, further improving document management strategies. The software also features to check that brand guidelines are being followed and provides intuitive search functions that surface the right files for users.
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.
Conga Composer
Customize, streamline and scale document generation and reporting for unlimited use cases
Conga Composer shines in proposal management by facilitating comprehensive sales document and proposal handling, boosting sales and streamlining workflows for enterprises. It offers robust integration and data import/export features crucial for large-scale operations. Contrarily, XaitPorter emphasizes collaboration and content management, pivotal for industries like Oil & Energy. While Conga’s support channels are expansive, XaitPorter focuses on straightforward local support, appealing to specific mid-market and small industries. ...
FileHold Document Management Software
Full-featured Document Management Software | FileHold
FileHold Document Management Software secures, makes compliant, and searches documents and records. FileHold Systems offers DMS for efficient workflow management.
Dropbox Professional
Dropbox Professional - Streamline your workday with premium productivity features and 3 TB (3,000 GB) of space.
Dropbox Essentials helps professionals manage their businesses efficiently. It ensures time-saving and streamlined operations for self-employed individuals.
Evernote
App designed for note taking, organizing, task management, and archiving
Evernote is a note taking application that helps keep information organized and handy with capability to include text, images, audio, scans, PDFs, and documents to the notes. It supports customized formatting and helps sync up easily with other tools. ...
Evernote helps create a clutterless environment by reducing need for hard copies, economizing on storage space and enabling back-up copies in addition to allowing shared access. It allows saving of web pages without the ads, and marking up and highlighting text, and recognising handwritten notes.
Evernote’s Spaces feature provides for collecting and organizing team ideas, which can be shared and forwarded further for converting ideas into action. The templates feature helps organize notes quickly, saving time and effort, and is made customizable and reusable .
Xtensio
Create powerful business content together
Xtensio is a platform for teams to create and share business content collaboratively. Beautiful living documents are produced and managed efficiently.
CapLinked
Virtual Data Room | CapLinked
CapLinked offers intelligent and user-friendly virtual data room features. These tools are designed to help users close more deals efficiently.
R2 Docuo
Document Management & Workflow Software | R2 Docuo
R2 Docuo is a Document Management and Workflow Software that allows to automate tedious processes and have all the information available in one click. It cuts manual tasks by 70%, automated document creation, classification, distribution, exchanging and signing. It controls over creation, documents storage and sharing, office process automation using finite machine-style workflow diagrams, document and email templates, desktop or mobile and GDPR-compliant secure cloud storage. ...
It enables users to share files with clients, scan documents and get notified about new uploads. It allows users to collaborate with teams using comments, calendar reminders and create folders. It enables clients to control accessibility based on limited access by folder, category and by workflow state, and users get notified about workflow for claims, complaints, tickets, issues and contract review.
Key features include workflow management, user accounts management, collaboration, data collection via web forms, automatic email sending, automatic document creation and sending, tracking and tracing, and more. It integrates natively with Office 365.
Nitro Productivity Suite
PDF, Electronic Signatures & More - gonitro.com
Nitro Productivity Suite is a PDF productivity and e-signing tool that reduce printing and enable 100% digital workflows, usage insights, and easy user management all in one simple solution. It helps to improve ROI and stakeholder relations. ...
Nitro Productivity Suite combines PDF productivity at the enterprise-scale with an unlimited eSigning tool to deliver one easy-to-use, affordable solution that helps enterprises. It also provides tools to simplify PDF editing and eSigning.
Some of its features include create, convert, combine and share PDF files from any web browser, makes applying and requesting signatures more agile, and integrations with Dropbox, Google Drive, OneDrive, and Box enables to easily access and work with the documents, regardless of where they’re stored in the cloud.
PairSoft
AP Automation and Document Management software
PairSoft is an AP Automation and Document Management software that effortlessly connects with the current ERP. The accounting, procurement, and fundraising teams can perform at their highest level using PairSoft. ...
PairSoft's AP automation, procurement, and document management solutions help lower expenses and raise the team above repetitive, transactional labor. PairSoft enables teams in charge of fundraising, procurement, and accounts payment to become more efficient and productive.
Concord
The Contract Success Platform
Concord is an online contract management solution. It is designed to help companies create new contracts and keep track of existing contracts. It allows businesses to automate contract management and e-signature processes and is suitable for all types of businesses and industries, ranging from freelancers to multinational corporations. ...
Concord creates, signs, and file contracts, without the need of doing manual contract management ever again. It is designed to manage contract authoring, track approvals, enforce workflows and audit contracts. Users can edit contracts directly through an online interface and legally binding contracts with the system's e-signature functionality.
Concord features include template building, real-time editing, approval workflows, E-signature, renewals and deadlines, storage and retention, reporting, and integrations.
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.
M-files
Intelligent Information Management Solutions
M-Files is an Intelligent Information Management System that helps enterprises find, share, and secure documents and information. The solution is suitable for small and large businesses in multiple industries. ...
The M-Files solution is metadata based, repository neutral, and intelligent. That means that users can find data based on what it is, not where it's stored. Users can see information in context automatically, regardless of its system of origin. There is no need to worry about data migration - keep everything exactly where it is and access it instantly. M-Files is an intelligent solution that connects to all data repositories. M-Files allows access to information offline with a mobile device. Users can easily share it with anyone and add workflows to automate business processes.
M-Files allows users to configure the platform or use templates to support general use cases. Additionally, several add-ins and APIs help to configure it just the way needed. Automated workflow tools include notifications sent to users when they need to review or approve document changes. The co-authoring feature allows users to simultaneously edit documents and send invitations to co-workers, workgroups and users via sharing links.
DocuVantage OnDemand
Document Management Software to manage documents and information
DocuVantage OnDemand is a Document Management Software that includes document capture, imaging, archiving, OCR, full-text search, annotation, redaction, collaboration and version control. It helps to scan, import, access documents remotely and secure the documents in one location. Users can quickly search all documents based on the content of the document and secure the documents by user or department, identify document changes, manage document updates and so on. ...
Its feature includes Web-based scanning for easy remote document capture, Easy to define indexes enable rapid retrieval, Point and click interface for security settings, Implement security down to the document level, Send and receive messages and document links to and from multiple team members 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.
Upland FileBound
Workflow Automation Software & Document Management
Upland FileBound is a Document management and workflow automation software enabling team collaboration, smooth workflow through automated processes, and instant access to the right content. The software can be used for enhancing productivity and services across industries such as Government, Non-profits, Education and more. ...
Upland Filebound can be used in employee on-boarding and review processes, and for creating a database of employee profiles with action triggers, which help in improving HR productivity and employee satisfaction. Records Management processes can be streamlined for storing securely and granting secured access to remote employees, thus enabling better productivity and information management.
The features include Workflow automation with customizable rules, Document configuration with easy configuration settings for secured access, including scalable licensing options, an eForms portal which can be accessed through automated workflow rules, Analytics with dashboards showing insights on various factors such as process efficiency, predictive analytics, performance comparisons and more.
Egnyte
Fyber FairBid - Fyber is a holistic publisher platform
Egnyte is a content intelligence platform designed to empower organizations to protect, connect, and unlock value from all their content. It helps to scale best practices, establish thought leadership and enhance customer relationships ...
Egnyte helps to combine data-centric security and governance, AI for real-time collaboration and predictive insights, and the flexibility to connect with the content sources and applications the business users know and love on any device, anywhere, without friction.
Some of its features include a unified view of all content, automated governance, content intelligence and discovery, streamlined administration, open, flexible and extensible architecture 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 ...
Kiteworks
Secure Content Communication Platform
Kiteworks is a Collaboration Software. It is a secure file-sharing and collaboration solution that enables internal and external sharing of content. It enables businesses to efficiently ...
The Kiteworks platform offers CISOs the security and governance required to safeguard their companies, reduce risk, and comply with stringent legal requirements including FISMA, GLBA, GDPR, HIPAA, and NIST 800-171.
Folderit Cloud DMS
Folderit - Document Management System
Folderit offers a user-friendly, secure document management system for going paperless. A free trial is available.
Ombud
Enable better decisions
In the Proposal Management category, XaitPorter and Ombud both offer robust solutions, each with unique strengths tailored to different business needs. XaitPorter excels in serving industries like Oil & Energy and prioritizes features like compliance and data management, whereas Ombud leverages AI technology to enhance collaboration and content curation for the tech and healthcare sectors. Choosing between them depends on specific operational contexts and strategic priorities. ...
SmartVault
SmartVault - Online Document Storage and Secure File Sharing for Business
SmartVault offers online document management and secure file sharing for businesses. Files can be stored, managed, and shared efficiently.
NetDocuments
Cloud-based document and email management service
NetDocuments is a Document management software that is coupled with security and compliance. It can be used by IT, Knowledge management and legal teams in Professional services organizations, Corporate legal departments, Real Estate and Law Firms. ...
NetDocuments DMS platform enables document sharing, collaboration and management in one secure location ensuring security and compliance with IT governance protocols including back-up and other regulations. The platform is also available on mobile Android and imobile versions enabling work on the go. NetDocuments also allows collaboration of documents with internal and external stakeholders.
NetDocuments provides tools for organizing emails without having to leave Outlook. It provides flexibility with filing options with tools powered by AI enabling faster search and retrieval facility.
Docusign CLM
DocuSign CLM: Automate agreement life cycle
Docusign CLM allows organizations to streamline the agreement lifecycle by transforming analog manual processes into a digital automated workflow. The result is an accelerated pace of doing business, increased compliance, and more efficient employees. ...
Docusign CLM automates manual tasks, orchestrates complex workflows, and eliminates bottlenecks to get work done faster and more accurately, increase compliance, and improve customer experiences. DocuSign CLM delivers robust functionality that's easy to implement, use, and extend across the entire organization.
Docusign CLM features include flexible, configurable workflow, automate with workflow templates, seamless document generation, centralized searchable repository, support for collaboration and negotiation, clause library, rich integrations, and more.
ShareFile Virtual Data Room
The secure way to stay deal-ready
ShareFile's VDR solution is trusted by both small businesses and enterprises for managing complex, confidential deals. Security and efficiency are prioritized.
docuvita document management system
Document management system for the centralized management of data
docuvita document management system (DMS) is a powerful information management system, designed exclusively for companies who aim to create a digital workplace! Collecting documents and data in one source is imperative for improving business performance. ...
With docuvita DMS you can simplify and automate document management within the company – no matter from which sources the documents are retrieved: analog sheets, digital files, from e-mails, Office applications, ERP, CRM or scanned documents. It helps to create a digital workplace where co-workers, collaborators are connected, no matter from where they work and what device they use benefiting with no longer lose time over filing, storing, searching, Sharing, and Versioning documents.
docuvita's all paper-driven business processes are automated, DMS is fully customizable and easy to use. It offers out-of-the-box integration to all known enterprise solutions and document governance which guarantees that the files are always safe and compliant.
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.
Hyland ECM
Organize and optimize all content and assets across the entire organization.
Alfresco ECM is an Enterprise Content Management software that is scalable and customizable and can be deployed on cloud, on-premises and hybrid-cloud configurations. It can be used in industries such as Financial Services, Healthcare, Manufacturing and more. ...
Alfresco ECM has a cloud native architecture enabling scalability and accessibility and integrates with other applications. Its capabilities include Document management, Document Scanning and Capture, Enterprise Collaboration, Information Governance, Intelligence and Analytics.
Alfresco ECM enables content management and processes to work in sync enabling optimization of information flow through the organization. The standards-based process engine ensures the content supports the business goals. Information Governance features include compliance and controls to reduce business risk, automated records life-cycle management from capture through retention and final destruction. It enables secure access to content from anywhere with file share and collaboration made possible over a variety of channels such as web browsers, mobile apps 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.
AODocs Platform
AODocs - Cloud Document Management
AODocs-platform is a content services platform powered by Google. It helps organizations modernize business processes and streamline compliance in the cloud.
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.
Nintex Drawloop DocGen® for Salesforce
Salesforce Workflow Automation and Document Generation - Nintex
Nintex-drawloop-docgen-for-salesforce enables workflow automation and document generation in Salesforce. Workflow and process automation are natively supported by Nintex for Salesforce.
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.
DocFinity
ROOT YOUR PROCESSES IN A BETTER ECM SOLUTION
DocFinity a Content Management System enhances document management and business process requirements with self-service efficiency in a range of markets for accounts payable, accounts receivable, contract management, etc. It helps to improve efficiency and improve ROI. ...
DocFinity helps to automate the capture and indexing of files into the system, find files using keyword searches of active databases and archives, standardize and expedite processes by automating the movement of data and files to people and systems and more.
Its features include document management, dashboards for key details, greater insights by integrating applications and content, eForms ensuring consistent data collection, capture information anytime and anywhere and many more.
Microsoft Sharepoint
Microsoft - Official Home Page
Microsoft SharePoint is a document management and collaboration platform that helps companies manage archives, documents, reports, and other content that is vital to the business process. It helps to improve internal communications and ROI. ...
SharePoint is used by organizations to create websites. It is used as a secure place to store, organize, share, access information to empower teamwork, quickly find information, and seamlessly collaborate across the organization.
Some of its features include simple sharing and seamless collaboration, creating an intelligent intranet, enabling the organization to maximize the velocity of knowledge sharing, and accelerate productivity by transforming processes—from simple tasks like notifications and approvals to complex operational workflows.
Questys Enterprise Content Management
Enterprise Content Management | Harris ERP - questys.com
Questys Enterprise Content Management helps to capture, manage, store, preserve and deliver content and documents related to organizational processes. It helps to improve efficiency and increase sales and revenue. ...
Questys ECM helps organizations of all sizes save time and money by increasing the productivity and efficiency levels of its employees. It enables organizations to deliver relevant content to users where and when they need it as well as eliminate ad hoc processes that can expose an organization to regulatory compliance risks and security issues.
Some of the key features include check-in/check-out and locking, to coordinate the simultaneous editing of a document so one person’s changes don’t overwrite another’s, version control, so tabs can be kept on how the current document came to be, and how it differs from the versions that came before, audit trail, to permit the reconstruction of who did what to a document during its life in the system and many more.
