Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
Integrations
Microsoft SharePoint
No
Pricing Details
No price information available.
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
No
iPad App
No
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
Yes
Live Rep (24/7)
No
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
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Estimo
Founded
2016
Country
Italy
Website
estimo.tech
Vendor Details
Company Name
XRSolutions
Founded
2002
Country
United Kingdom
Website
xrsolutions.com/products_Proposal.html
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
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