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Description
Quickly insert content, pricing, and layouts to craft compelling proposals within moments. This tool is ideal for sales professionals, teams, and anyone involved in finalizing agreements. Accelerate the signing process of your sales proposals with the e-signature feature, allowing you to secure client signatures online upon their approval. There’s also the option to export your proposals as PDFs. Clients will be impressed by a personalized landing page and stunning proposal templates. With web-based analytics for proposals and real-time notifications, you’ll stay informed when clients view proposals or require follow-ups. Bidsketch serves as proposal software designed to help you finalize deals rapidly, enabling you to concentrate on your core responsibilities. It’s a proposal management solution that can reduce your proposal preparation time significantly, allowing for increased upselling opportunities and higher closure rates within your sales pipeline. Numerous leading businesses and sales teams have transitioned to Bidsketch, resulting in thousands of users successfully closing deals worth hundreds of millions of dollars, all while saving valuable time. This innovative approach not only enhances productivity but also improves client satisfaction by streamlining the entire proposal process.
Description
QuoteRobot simplifies the process for web professionals to create effective proposals, invoices, and contracts effortlessly. With our expertly crafted themes for proposals, invoices, and quotes, you can present a polished image. Instead of relying on traditional word processing software, you have the option to select from our unique themes or design one tailored to your needs. QuoteRobot intelligently extracts line item information from your documents, enabling you to determine the appropriate charges for each item automatically. You can choose to start with a blank slate or take advantage of our ready-made proposal templates, allowing you to dispatch your quotes swiftly. Additionally, you can archive previous proposals to serve as templates for future offers. Sending a proposal to a prospective client is a breeze, as they can approve it through your dedicated subdomain with just one click, and you may also include a PDF attachment. Furthermore, you can effortlessly create a comprehensive project timeline that includes payment milestones, ensuring that your clients are aware of their payment responsibilities to maintain progress. This streamlined approach not only enhances efficiency but also fosters better client relationships.
API Access
Has API
API Access
Has API
Integrations
FreshBooks
Harvest
Datto Workplace
Formstack
Formstack Documents
HubSpot CRM
HubSpot Customer Platform
Insightly
Stackreaction
Stripe
Integrations
FreshBooks
Harvest
Datto Workplace
Formstack
Formstack Documents
HubSpot CRM
HubSpot Customer Platform
Insightly
Stackreaction
Stripe
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$19 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Bidsketch
Website
www.bidsketch.com
Vendor Details
Company Name
QuoteRobot
Founded
2013
Website
quoterobot.com
Product Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Product Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management