Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Proposal.biz offers an AI-driven solution designed to assist companies in crafting, distributing, and monitoring professional proposals and quotes with ease.
This platform enhances the sales workflow through its array of customizable templates, live engagement monitoring, electronic signatures, and an intelligent content library that automatically pulls in branding and pricing information.
Collaboration is made seamless as teams can work together on documents in real time, effectively resolving issues related to version control and minimizing the need for lengthy email exchanges.
With integrated analytics, users can pinpoint when a proposal is accessed, reviewed, or signed, equipping sales teams to follow up at the most opportune times.
Additionally, Proposal.biz connects effortlessly with popular CRM systems such as HubSpot and Zoho, and includes Slack notifications to keep teams informed immediately when a client engages with a document.
By transforming static documents and disorganized email threads into a cohesive, traceable proposal process, Proposal.biz empowers businesses to enhance their professional image, accelerate turnaround times, and secure deals more efficiently, ultimately driving success in a competitive market.
Description
There is a superior method for transmitting your critical strategic documents beyond just attachments or shared drives! Streamline the process of creating and sharing files—such as contracts and quotes—and eliminate the hassle of cumbersome emails and attachments while ensuring that your most sensitive documents are delivered securely. You can send and share all your files with your contacts from a centralized, organized space that keeps everything in one place. Easily manage your documents by adding, deleting, or replacing them with just a few clicks, enhancing your relationship with customers, prospects, and partners in the process. With our innovative lead scoring system powered by a predictive machine learning algorithm, you can quickly assess and qualify your contacts based on their interest levels. Additionally, utilize Tilkee's lead scoring to determine the next best action, whether automated or manual, thereby boosting your operational efficiency and increasing profitability. This approach not only simplifies document management but also fosters stronger connections with your network.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Adobe Marketo Engage
No
Gmail
No
HubSpot Marketing Hub
No
Mailchimp
No
Microsoft Outlook
No
Oracle CRM On Demand
No
Salesforce
No
Salesforce Agentforce Marketing
No
Wufoo
No
Zapier
No
Integrations
Adobe Marketo Engage
Yes
Gmail
Yes
HubSpot Marketing Hub
Yes
Mailchimp
Yes
Microsoft Outlook
Yes
Oracle CRM On Demand
Yes
Salesforce
Yes
Salesforce Agentforce Marketing
Yes
Wufoo
Yes
Zapier
Yes
Pricing Details
$19/month
Free Trial
Yes
Free Version
No
Pricing Details
$19 per user per month
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
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Proposal.biz
Founded
2026
Country
India
Website
www.proposal.biz
Vendor Details
Company Name
Tilkee
Founded
2013
Country
France
Website
www.tilkee.com
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
Product Features
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
Yes
Contact Management
No
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
Yes
Version Control
No
Sales Content Management
Audio / Video Recording
No
Audio File Management
No
Branded Sales Content
No
Centralized Sales Content Repository
No
Collaboration Tools
No
Content Recommendations
No
Email Management
No
Engagement Analytics
No
Interaction Tracking
No
Personalization
No
Sales Partner Management
No
Sales Training / Onboarding
No
Video File Management
No