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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Jumpstart your estimation process by leveraging templates and readily available content, minimizing the effort required to generate proposals that still maintain a personalized touch. With a collaborative approach, multiple team members can contribute to the same proposal simultaneously, ensuring that all updates are automatically recorded in an extensive changelog. This method helps circumvent resource allocation challenges by providing clear tracking and visual representation of project advancements. Proposals can be created, accessed, and modified from any device—be it a computer, tablet, or smartphone—making the process highly flexible. The inclusion of graphical representations, notifications, and real-time activity feeds keeps you informed about your team's actions. Additionally, consolidate frequently sold products and services in a single repository for quick access and reuse. Establish internal guidelines that empower junior staff to operate independently. Furthermore, you can invite, manage, and remove users as needed, while also setting permission levels that accurately reflect their roles in the estimation workflow. By streamlining these processes, teams can enhance their efficiency and responsiveness in proposal creation.

Description

Effortlessly craft professional proposals that showcase your freelance services using Lancelot, where you can create the ideal proposal in just minutes instead of hours. Our objective is to streamline the process, allowing you to design stunning proposals with minimal effort. Once you’re done, you can easily send your proposal through Lancelot and receive instant notifications when your client reviews it. This platform enables your client to sign and approve your proposal directly, eliminating the hassle of exchanging documents repeatedly. Save valuable time and sidestep the annoyance of manual formatting. With Lancelot, you can generate a fully tailored proposal in no time. Always keep in mind that first impressions are crucial; therefore, wow your clients with an elegantly designed proposal that includes a premium cover image. Forget the tedious tasks of printing and scanning for signatures—your clients can conveniently sign your proposal online using an e-signature, ensuring a smooth and efficient process from start to finish. This innovative approach not only enhances professionalism but also accelerates the decision-making process for your clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Analytics No 

Integrations

Google Analytics Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Estimo

Founded

2016

Country

Italy

Website

estimo.tech

Vendor Details

Company Name

MarketBranch

Founded

2017

Country

United States

Website

www.golancelot.com

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management Yes 
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 Yes 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management Yes 
Collaboration No 
Contact Management Yes 
Content Repository No 
Document Management No 
Electronic Signature Yes 
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

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