Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Streamline your proposal process by eliminating the tedious tasks of copy/pasting and searching for replacements across all new proposals for your clients and leads. Transform your proposal workflow with just a few clicks, reducing the time spent from hours to mere minutes, while impressing your clients with visually appealing proposals that set you apart from the competition. Enhance your sales presentations by incorporating videos and rich media directly into your proposal pages, creating a more engaging experience that is sure to leave a lasting impression. Avoid the hassle of tracking down payments after your proposal is accepted by enabling proposal payments, allowing you to collect initial payments instantly with a simple process for your clients: review, accept, pay, and you're all set! Effortlessly integrate with the tools you already use to manage your sales data, ensuring a smooth and efficient proposal workflow. Dynamically generate proposals from your CRM opportunities and seamlessly push proposal updates back into your CRM, providing greater visibility into all your ongoing deals and enhancing your overall sales strategy. Ultimately, this approach not only saves time but also boosts your productivity and increases your chances of closing deals successfully.
Description
The Proposal Development module allows for collaborative development of a proposal. It also collects data and attachments required for reporting, approvals, and tracking. A development proposal can be edited simultaneously by up to three people: one in budget, where detailed and modular budgets can built using your rates, object codes, one uploading, editing attachments and one in the rest of the proposal record, where details about project personnel, compliance details and other summary data can all be entered. This information can be used to support all submissions as well as internal processes. It can also serve double duty through Grants.gov's System-to-System submission capabilities. The Institutional Proposal module creates a versioned master record of the proposal. When a development proposal has been finalized, an Institutional Proposal module is automatically created.
API Access
Has API
No
API Access
Has API
No
Integrations
Capsule
No
Insightly
No
Pipedrive
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Proposable
Founded
2009
Country
United States
Website
www.proposable.com
Vendor Details
Company Name
Streamlyne
Founded
2003
Country
United States
Website
streamlyne.com/products/modules/
Product Features
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
Yes
Document Management
No
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
Yes
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
No
Version Control
No
Sales Acceleration
CPQ
No
Campaign Management
No
Dialer
No
Email Sequencing
No
Email Templates
No
Email Tracking
No
List Building
No
Meeting Scheduler
No
Predictive Analytics
No
Reporting
No
Sales Gamification
No
Sales Intelligence
No
Sales Workflow Management
No
Product Features
Grant Management
Compliance Management
Yes
Contract Management
Yes
Grant Application Management
Yes
Grant Award Tracking
Yes
Grant Opportunity Search
No
Self-Registration
No