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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Talewind is a proposal software platform that leverages service enablement to streamline intricate sales document workflows into efficient and repeatable processes customized to meet your business requirements, supported by hands-on configuration and continuous assistance. By automating the generation of documents, such as proposals, statements of work, and contracts, teams can complete these tasks in mere minutes after responding to a series of guided questions, which significantly reduces the time spent on manual formatting and minimizes errors. Additionally, Talewind consolidates content within a searchable knowledgebase, making it easier to address RFP/RFI requests while ensuring brand consistency and accuracy, all while facilitating dynamic pricing and configure-price-quote (CPQ) functionalities for scalable, rule-based quotes and orders. Furthermore, Talewind offers a digital sales room that presents content in a cohesive, branded experience for buyers, complete with engagement tracking and analytics, as well as integrated eSignature and approval processes to expedite the closure of deals. This comprehensive approach not only enhances productivity but also empowers teams to navigate the sales process more effectively.

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 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Reader Yes 
Docusign No 
QuickBooks Online No 
Salesforce No 
Zoho Books No 
Zoho CRM No 

Integrations

Adobe Acrobat Reader No 
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 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) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Talewind

Founded

2020

Country

United States

Website

talewind.com

Vendor Details

Company Name

iQuote Xpress

Founded

2008

Country

United States

Website

www.iquotexpress.com

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

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 

RFI

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management 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 

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