Compare Bidsketch vs. NiftyQuoter

EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration AUTOMATED SALES PROPOSALS & SOWs Create complete Microsoft Word document proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Expedience stores your curated, branded, approved content in a library for quick reuse. This means that your team will have trusted content at their fingertips directly within Microsoft Word.

Questionnaires, audits, and RFPs consume a significant amount of your experts' time. Turn this administrative burden into an engine to win. Optivalue.ai reduces response times by up to 90% by automating information discovery and response drafting, allowing your experts to focus on the high-impact personalization that wins bids. Here's how it works: Understanding: Connected to your systems, it acts as an expert librarian. It reads and understands your entire knowledge base to know precisely where the best information is for any question. Submission: You submit a questionnaire to it. Response: In minutes, it generates a complete draft response using the most relevant excerpts from your own documents. Every answer becomes a verified fact. For perfect traceability, every statement is substantiated. Optivalue.ai precisely cites the source document, page, and date. You don't just answer correctly—you prove it. It’s an engine for organizational improvement. Optivalue.ai performs a gap analysis to identify weaknesses in your documentation. The proposed improvements build your team's expertise. By implementing these recommendations to update your internal documents, you drive lasting progress across your entire organization. Your data security is guaranteed. Optivalue.ai is built with enterprise-grade security, compliant with strict standards like GDPR, HIPAA, ISO, and FedRAMP, allowing you to manage your most sensitive data with complete confidence. All our plans include unlimited users and projects. Start your 14-day free trial. No credit card required. No commitment.

Pylon's intuitive design software allows you to create accurate proposals from anywhere, in less than 2 minutes. Pylon is the only software that allows you to view high-resolution imagery within your app. Pylon's award winning 3D Solar Shading toolkit helps you identify and track shading impacts throughout the year. Pylon's load profile analysis and interval data analysis will help you and your team to better understand customer consumption patterns. Analyze load profiles & interval data. You can close more solar proposals by using interactive Web & PDF proposals and native eSignatures. Fully integrated solar CRM that integrates with your solar design software to convert proposals. Pylon Solar CRM offers 2-way SMS and email communications, team management, lead management and pre-made deal pipelines.

Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.

AI Docs contract automation software enables small and midsized organizations to easily generate, sign, and manage contracts and sales documents. Let AI Docs help you get control of your contracts in order to save labor, improve quality, and boost income. With the AI Docs contract lifecycle management (CLM) software, rules and logic guide users through contract configuration and creation. All necessary data is captured, all required clauses are incorporated. No errors are introduced, no ‘leftover’ or inappropriate information is included. This unique rule-based approach empowers less contract-knowledgeable employees and partners to configure and create contracts while ensuring accuracy and eliminating bottlenecks. AI Docs, Inc. is a veteran-owned, Chicago-area company. Our AI Docs product automates the creation of contracts and sales documents such as proposals and return on investments (ROI). We strive to be the most accommodating software company that our customers work with.

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

SalesTarget.ai is the ultimate all-in-one sales game-changer designed to help you discover, engage, and close more deals with speed and precision. Whether you’re a fast-scaling start-up, a B2B agency, or an established sales team, our platform brings everything you need into one powerful engine that saves time, increases conversions, and maximizes ROI. With Lead Explorer, you can instantly tap into a massive database of 50M+ verified B2B leads. Advanced filters let you drill down by job title, industry, geography, company size, revenue, and more—so you’re always talking to the right people at the right companies. No more wasted hours on outdated data or dead-end lists—SalesTarget.ai ensures your pipeline stays full of high-quality, up-to-date prospects. Our Cold Email Outreach module supercharges your outreach efforts. Connect unlimited email accounts, rotate inboxes, automate follow-ups, and manage campaigns at scale—all while maintaining top-tier deliverability. With built-in warm-up, bounce detection, and tracking, you’ll see improved inbox placement, higher open rates, and more replies. But we don’t stop at outreach. The AI-powered CRM inside SalesTarget.ai is designed to make your sales process flow naturally. Manage leads, track conversations, organize pipelines, and schedule tasks—all in one clean, intuitive dashboard. No clunky integrations, no data leakage—just a smooth, AI-enhanced workflow built for sales growth. And now comes the real game-changer: Co-pilot. This next-gen AI assistant doesn’t just suggest ideas—it works alongside you like a true sales partner. From generating targeted lead lists to writing personalized sequences, recommending campaigns, analysing performance, and even scheduling campaigns automatically.

Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

Bring Microsoft Dynamics 365 and Salesforce data to your sales team with Resco Field Sales+, a mobile solution designed to streamline field operations. This tool helps you manage customer data, track opportunities, and process orders directly from the field, improving productivity and customer interactions. Field Sales+ is built with an offline-first design, ensuring that your team can access and update client details, orders, and sales reports even in areas without reliable internet connectivity. It’s ideal for sales professionals working in remote regions, urban areas with unstable networks, or on-the-go situations where staying connected is critical. The solution offers features like route planning, automated reporting, customizable dashboards, and digital asset management to simplify sales workflows. These tools make it easier to handle leads, prepare quotes, manage inventory, and monitor performance in real time. Resco Field Sales+ empowers your team to focus on closing deals and building customer relationships while maintaining seamless access to essential sales data.