Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Proposal Manager is a versatile solution for managing proposals that can handle RFPs across various industries. This comprehensive tool is designed to seamlessly integrate with your current ERP or MRP systems, giving your sales team instant access to precise product information. Within this application lies a fully customizable Product Configurator, enabling users to define the features and options available, while also setting pricing for each choice, which can be easily modified as needed. Furthermore, the application incorporates a customer management feature that allows for the efficient handling of client details, facilitating the swift generation and delivery of proposals. If your organization is encountering difficulties in producing accurate and comprehensive proposals, Proposal Manager stands out as the all-inclusive solution to streamline and automate the RFP process, ensuring you stay competitive in the marketplace. Additionally, by adopting this solution, you can significantly reduce the time spent on proposal management, freeing up resources for other critical business activities.
Description
To get started with proposal automation and quoting software, you will need to spend days training or pay for help from an IT consultant who has a Ph.D. in APIs. iQuoteXpress, (IQX), does the heavy lifting to quickly deliver a fully supported, customized, and integrated sales proposal and quoting system. It's a simple to use, configure, price, and quote system. Your brand values should be reflected in your sales proposals. IQX templates for proposal design will ensure that every quote you give to a customer has the same look and feel. We will create a custom dashboard for your quoting system and load your products, services, pricing schedules and even customers and accounts. Analytics is essential for sales enablement. We'll set up the back-end tracking tools to provide you with complete oversight and ensure that no proposal or business opportunity is missed.
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
No
QuickBooks Online
No
Salesforce
No
Zoho Books
No
Zoho CRM
No
Integrations
Docusign
Yes
QuickBooks Online
Yes
Salesforce
Yes
Zoho Books
Yes
Zoho CRM
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$39 per year
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
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
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
Coldwater Technology
Founded
2006
Country
United States
Website
www.coldwatertech.com/applications/proposal-manager/
Vendor Details
Company Name
iQuote Xpress
Founded
2008
Country
United States
Website
www.iquotexpress.com
Product Features
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
Yes
Content Repository
No
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
Yes
Requirements Management
Yes
Revision Management
No
Task Management
No
Templates
No
Version Control
No
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
Yes
eCommerce
No
Product Configurator
2D Drawing
No
3D Modeling
No
Analysis & Constraints
No
Custom Pricing Options
Yes
Inventory Management
Yes
Recommendation Engine
No
eCommerce
No
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
Yes
RFP Management
No
Requirements Management
Yes
Revision Management
Yes
Task Management
No
Templates
No
Version Control
No
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No