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Description

Better Proposals makes it easy to create, track, send, and sign business documents in a matter of minutes. It comes with over 200 pre-written templates for proposals, contracts and sign-offs. You can automate your entire sales process using the 40+ integrations.

Description

Efficiently handling proposal resources can be quite challenging. Meridian for Proposal Teams simplifies these processes by equipping Proposal Managers with essential tools to ensure that timelines are adhered to while allowing subject matter experts to engage in the proposal development seamlessly and efficiently. Users can promptly access approved content and easily integrate it into any active document. Additionally, they can search for and extract a wide range of company resources, including technical data, drawings, biographies, product specifications, and more. Notable features and advantages include the ability to monitor and assess proposal progress at a glance, publish content to reusable libraries, collaborate on proposal volumes within a shared workspace, create and oversee virtual teams, maintain consistent document formatting, and ensure accountability through checks and balances, all built upon the robust Microsoft SharePoint platform. Ultimately, this solution streamlines the entire proposal process, enhancing both collaboration and efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Capsule Yes 
Gist Yes 
HubSpot CRM Yes 
Incredible Yes 
Insightly Yes 
Integrately Yes 
Intercom Yes 
KonnectzIT Yes 
LiveChat Yes 
Nimble Yes 
Olark Yes 
PayPal Yes 
Pipedrive Yes 
Salesflare Yes 
Zapier Yes 
Zendesk Sell Yes 
Zenkit Base Yes 
Zenkit Projects Yes 
Zenkit To Do Yes 
Zoho CRM Yes 

Integrations

Capsule No 
Gist No 
HubSpot CRM No 
Incredible No 
Insightly No 
Integrately No 
Intercom No 
KonnectzIT No 
LiveChat No 
Nimble No 
Olark No 
PayPal No 
Pipedrive No 
Salesflare No 
Zapier No 
Zendesk Sell No 
Zenkit Base No 
Zenkit Projects No 
Zenkit To Do No 
Zoho CRM No 

Pricing Details

$19 per month
Free Trial Yes 
Free Version No 

Pricing Details

$8 per month
1 user included
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Better Proposals

Founded

2009

Country

United Kingdom

Website

betterproposals.io

Vendor Details

Company Name

XRSolutions

Founded

2002

Country

United Kingdom

Website

xrsolutions.com/products_Proposal.html

Product Features

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Alternatives

Alternatives