Alternatives to Coposal

EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.

Streamline the RFI, RFP, and tender response process to produce stunning, impactful documents that enhance your business opportunities. Our cloud-based solution allows proposal teams to work together on various RFPs, RFIs, and tenders through real-time co-authoring capabilities. Intelligent features for task assignments, feedback, and approvals ensure seamless collaboration among team members, enabling the rapid production of top-notch documents. The efficient creation process, aided by automated formatting, version control, and layout templates, along with our comprehensive content library, provides the opportunity to prioritize personalization and content quality. Produce impressive, on-brand bids that showcase the excellence of your services effortlessly. With templates and streamlined formatting, your proposals will maintain a professional appearance that aligns with your branding. Enhance the proposal-building experience by utilizing intuitive step-by-step questionnaires combined with our extensive content library, allowing you to generate customized proposals swiftly and efficiently. Additionally, this approach not only saves time but also enhances the quality and effectiveness of your submissions.

OptiValue.ai is a cutting-edge AI assistant designed to simplify and speed up the completion of compliance questionnaires, audits, and RFP responses. Leveraging thousands of global standards and regulations, the platform automatically generates answers that users can easily review and validate through collaborative features. It provides a compliance score for every response and flags missing details, drafting additions to maintain accuracy. The AI continuously learns and adapts based on your documents, increasing efficiency over time. Compatible with more than 8,500 applications including Microsoft 365, Salesforce, SAP, Oracle, and ServiceNow, OptiValue.ai seamlessly integrates into existing workflows. The platform’s transparent pay-per-answer pricing model is flexible for businesses of all sizes. With strict security standards such as GDPR, HIPAA, ISO 27001 series, and FedRAMP, your data is protected at every step. OptiValue.ai’s easy-to-use interface and expert support make it an indispensable tool for compliance professionals.

The lengthy hours spent navigating Photoshop or InDesign are a thing of the past. With Nusii, you can effortlessly incorporate your branding into our stunning templates in just a few minutes. Moreover, by utilizing your own custom domain and email address, you can maintain a professional appearance that disguises the fact that you're using an online tool. There's nothing more frustrating than submitting a proposal for an exciting project without any way to confirm whether it has been viewed. Nusii ensures that you are always informed; we notify you when your client accesses the email with their proposal link, and again when they open the proposal itself. Additionally, Nusii allows you to save and integrate your best content and pricing with just a click. Plus, thanks to Nusii’s innovative variables, you won't have to stress about updating your previous client's company information, as our proposal variables automatically eliminate the need for the old find-and-replace method. This streamlined process not only saves time but also enhances your overall efficiency.

Familiarize yourself with Nulius' editor in no time at all, allowing for a smooth transition as you begin crafting your proposals without any learning obstacles. Select the perfect template and cover that align with your proposal's needs, while adding pricing tables, your logo, or any other images, and fine-tuning even the smallest details. Every action taken regarding your proposal is meticulously tracked, enabling you to monitor your progress towards closing effectively. Additionally, you'll receive email notifications for significant events, alongside real-time alerts when your prospect views, accepts, or rejects your proposal, empowering you to respond swiftly and secure the deal. Optimize your workflow with customizable fields and leverage formulas for automatic calculations and updates, ensuring efficiency in your processes. Make use of our Content Library to reuse material whenever feasible, eliminating the need to recreate content unnecessarily. Gain valuable insights that enhance client engagement, such as tracking how long your client spends reviewing each page and version of the proposal. Furthermore, discover which of your teammates excels the most and access comprehensive reports for any specified timeframe, thus fostering a competitive and informed team environment. This comprehensive approach not only streamlines your proposal process but also significantly enhances your overall productivity and success rate.

Tailored for B2B companies aiming to boost their win rates, streamline response management, and acquire deeper insights for enhanced decision-making and a unique customer experience, Avnio offers transformative automation solutions. With 'Avnio automation,' we are bridging the gaps in the sales process. Whether your goal is to generate flawless proposals through the Avnio Response Cloud, optimize your Salesforce data utilization via Avnio Tables, or access immediate answers on-the-go with The Avnio Assistant, our offerings cater to your needs. At the core of our solutions lies advanced technologies like machine learning, GPT, and natural language processing. Each action contributes to Avnio's growing intelligence and precision, allowing you to concentrate on what truly matters — your customers. Since our inception, Avnio has embraced a remote work culture, which is why collaboration is fundamentally integrated into our approach. Furthermore, all of our solutions are designed to seamlessly integrate with your preferred applications, including Slack, Teams, and Salesforce Chatter, ensuring a smooth user experience. By leveraging these partnerships, we enhance productivity and foster a more connected work environment.

Companies focused on growth are leveraging Orbidal’s validated strategies, industry best practices, and competitive insights to elevate their average scores from 60% to impressive winning scores of 90% or higher. Our comprehensive bidding system consolidates the necessary content, tools, and tactics to consistently deliver effective bid submissions. This system is founded on knowledge gained from over 7,000 successful international proposals and employs machine learning to enhance your chances of success further. Many organizations remain unaware of the evaluation criteria for bids and the steps needed to achieve a 90% winning score. Orbidal provides intelligent content, effective templates, and a suite of integrated tools that guide users from basic principles to consistently achieving higher scores. With all RFP responses archived, you have a reliable foundation to bid, win, and replicate that success repeatedly. The platform’s organized methodology facilitates easy collaboration with colleagues, making it simple to gather valuable input. As a result, organizations can streamline their bidding processes and maximize their competitive advantage in the marketplace.

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.

Followup CRM is a simple CRM for sales and project management that's designed for construction companies. It will provide visibility into your team's activities, allow you to report on your progress internally and open up channels of transparency for collaboration between teams. This CRM will give you everything you need to make your business a success. Convert won opportunities into projects seamlessly, without losing any data. Track milestones, manage processes and integrate with other systems to ensure timely delivery and happy customers. Every business knows that winning a client is just the beginning. Customer relationships are only as good as the people who work together to deliver the product or service.

An innovative solution for crafting business proposals that allows you to differentiate yourself from competitors. With Duuers proposal editor, you can generate proposals significantly quicker than with your existing tools—up to ten times faster. You have the flexibility to select from a variety of pre-designed templates or create your own tailored designs. This capability not only conserves your time but also minimizes effort, ensuring that your clients recognize the value you place on their time from the very beginning. The thoughtfully designed quote templates enhance the overall customer experience, making the proposals easy to access and comprehend. Clients can promptly request further information or clarifications, leading to an increased likelihood of closing deals. You will receive notifications when a client opens, comments on, or accepts your proposal, keeping you informed throughout the process. The feature that allows for real-time edits to submitted proposals, without the need for resubmission, further enhances your chances of success. Your proposals will always appear polished and professional, no matter who the competitor is, ensuring that your company’s products, services, and brand are consistently presented in a cohesive manner. Ultimately, this streamlined approach to proposal management empowers you to secure more business while fostering stronger client relationships.

Never let the opportunity to close a deal or follow up with a client slip away again. Growing businesses often face similar challenges, such as losing leads, getting overwhelmed by emails, and forgetting essential follow-ups. The reassuring news? Funnel addresses all these issues effectively. Experience Funnel CRM at no cost for 14 days. This intuitive CRM software simplifies lead tracking, follow-up management, minimal data entry, and ultimately boosts sales. It's as straightforward as that. With our user-friendly form builder, you can easily create contact forms; just paste the provided code onto your website, and you're all set. Submissions from these forms generate deals that are organized in a sales funnel rather than cluttering an inbox. You’ll receive notifications when your messages have been read by clients. Impress your customers with polished, professional proposals, and enjoy support for multiple currencies. Funnel effortlessly constructs and maintains your contacts database using the information gathered from the contact forms, requiring no additional work from you. Plus, you can conveniently respond to your clients using your preferred email application or mobile device. This seamless integration makes managing customer relationships a breeze.

Catapult™, an all-in-one Request for Proposal Solution, streamlines procurement departments by automating repetitive workflows and automating. Catapult allows you to create and respond, score and evaluate responses, and negotiate contract terms. You can also collaborate with your team members on question structure and responses, as well as build and manage your content library to speed up RFP responses. Catapult's workflow automation has helped clients reduce the time it takes for them to respond by more than 90% and increase their output by 66% using the same headcount. These same results can be achieved by you too, while increasing your confidence in your questions' effectiveness and quality for any RFP engagements. This is a Catapult exclusive.

RFP360 empowers sourcing and procurement teams to centralize their RFx process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. In addition to making smarter buying choices, customers improve efficiency, mitigate risk and increase engagement when issuing RFPs, RFIs, vendor assessments and more.

ServiceNow: ServiceNow makes it easier to manage RFPflow and Source-to-Pay Enterprise applications. Modernize procurement operations with AI and Digital Workflow. These tools automate manual work, increase productivity and improve visibility. Intelligent Source-toPay Applications for ServiceNow customers ServiceNow allows you to digitize sourcing, contracting and procurement processes. This will allow you to have greater control over costs and compliance. Request for Proposal Management. Accelerate vendor qualification using milestone-based RFX to-Award workflows and collaborative vendor scoring. Aavenir's simple-to-use Request for Proposal Management solution (RFP), streamlines the sourcing process and accelerates supplier qualification for strategic engagements. Streamlining Sourcing Is Critical to Success 63% of CPOs feel pressured to move quickly and skip market intelligence reviews.

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.

Effectively build, monitor, and close RFP businesses Cendyn Proposals can help increase event and group bookings dramatically by responding to RFPs within minutes. A branded, web-based presentation that can be accessed in multiple languages allows you to quickly deliver a personal touch and media-rich RFP responses. You can create powerful proposals with personalized welcome messages, personalized videos, pre-designed content, and common files like floor plans, audio/visual overviews, and many other useful files. All of these files are readily available at your disposal. You can cut through the noise and deliver the face-to-face experience everyone wants to an online proposal. Highlights * Build quickly and easily on the fly * Personalize your proposal * Multi-language options * Respond to RFPs within minutes * Real-time notifications * Design approved by the brand

Experience simplicity once again with REQCHECKER™. This tool is designed to be non-intrusive, allowing you to maintain your existing documents and workflows while facilitating the writing, management, and traceability of various documents such as specifications, bid submissions, software, system specifications, and quality processes. With REQCHECKER™, you can reap the advantages of effective requirements engineering for your projects without incurring high costs. The automatic controls enhance both consistency and readability, ensuring that your documentation is clear and accessible. Requirement traceability features include tracking statuses, measuring quantifiable partial coverage, assessing management rates, and evaluating overall coverage rates. By simply updating your input documents, REQCHECKER™ highlights necessary changes across your documents. Furthermore, the tool's automatic impact analysis effectively evaluates how all requirement modifications propagate through version management, ensuring that your project remains aligned and up to date. This seamless integration makes REQCHECKER™ an indispensable asset for any project team aiming for optimal efficiency.

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Accelerate your sales process, win more deals and get ahead of your competition faster than you think. Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP and unites all your sales processes on one platform: CRM, CPQ, and Commerce.

Few scenarios can test the limits of a team like the pressure of crafting a response to an RFP with a looming deadline. Given the intricate details involved in AEC design and construction proposals, a significant number of technical and marketing professionals are needed to work collaboratively. A considerable amount of time is spent drafting and refining responses, while searching for previously submitted information detracts from the attention required for the current proposal. The key to being shortlisted often lies in providing personalized responses that resonate with a particular client's project. Our proposal software initiates the process with intelligent content creation, allowing for the digital capture of information that is both easily searchable and reusable, enabling rapid population of your bespoke proposal responses. Picture a tool that simplifies the proposal development process, allowing field staff, project managers, marketers, and executives to work together effortlessly to produce a standout proposal that meets all requirements. This innovative approach not only enhances efficiency but also elevates the quality of the submissions, making a significant difference in competitive bids.

Responding to public tenders involves a meticulous process that necessitates understanding and adhering to specific essential steps. First, collect and arrange all components required for the bid package according to the sequence outlined in the tender guidelines. This includes all elements utilized in your proposals, such as the company presentation, corporate social responsibility information, quality and safety measures, and a standard waste management plan. Additionally, ensure that the complete set of administrative documents needed for your submission is consistent in appearance, including DC1 and DC2 forms in France, various certificates, and official company registration documents. Utilizing a publishing engine allows for an optimized content layout, facilitating the personalization and refinement of responses alongside the organization and tracking of bids. Proposal Studio streamlines the process of selecting and customizing the texts, images, and documents needed for both business proposals and bids, even when the request for proposal instructions mandate a specific format. Overall, the proposal management solution boasts a network of over 8,000 sales professionals, enhancing the efficiency of the bidding process. This comprehensive approach ensures that all aspects of the tender submission are thoroughly addressed and professionally presented.

RFP Software for Solicitation and Contract Analysis Streamline manual document review and enhance quality throughout the entire lifecycle. On average, customers see a 9.8% increase in their win rate with VT Docs. VisibleThread is a trusted partner for 11 of the top 15 U.S. Government Contractors. Our advanced technology empowers thousands of users across organizations of all sizes, from small businesses to mid-market and large enterprises. VT Docs, VisibleThread’s premier RFP solution, is widely used across key industries, including Defense & Space, IT Services, Healthcare, Engineering & Construction, and more.

Capture2Proposal stands out as the premier platform for business development, sales intelligence, and management of the capture lifecycle within the government contracting sector. It allows you to identify and pursue opportunities up to three years prior to the solicitation date, providing ample time to influence the outcome. Utilizing a sophisticated machine-learning model, C2P evaluates your pipeline and past performance to recommend pertinent federal procurement opportunities. You can easily tailor custom data fields to ensure that C2P aligns perfectly with your specific business development strategies and reporting requirements. The platform includes a contacts library and activity monitoring features, enabling a systematic approach to winning proposals while ensuring that insights from past experiences are easily accessible. Additionally, integrated tools for proposal scheduling, task assignment, and document management facilitate smoother data calls and enhance the efficiency of proposal planning and execution. You can seamlessly invite team members, define their roles, and control access to C2P’s DFARS/NIST SP 800-171 compliant proposal repository, ensuring compliance and security throughout the process. This combination of features not only enhances collaboration but also significantly improves the chances of successful proposal outcomes.

Optimize your tender procedures with our advanced AI-driven platform designed to assist you in answering questionnaires, securing tenders, and expanding your business. Experience the ease of our service today without the need for a credit card; say goodbye to tedious manual data entry. By connecting your data sources, our AI efficiently generates data-rich responses in natural language. Gain an organized view of all tender requirements and utilize AutoFill to complete tenders automatically, saving you precious time. With AI support, enhance the quality of your responses and utilize collaboration tools to engage your team effectively. This allows you to dedicate your time to business growth instead of administrative tasks. Our state-of-the-art automation technology ensures that you can complete tenders more swiftly and accurately than ever before, while seamless integrations empower you to leverage the full potential of your data. Collaborate in real-time and receive notifications to boost your team’s productivity and streamline your tender management process.

Proposeful serves as an ideal platform for dispatching proposals and contracts, enabling you to monitor client engagement and expedite sales through electronic signatures. It is an excellent tool for crafting visually appealing proposals that can be shared swiftly with potential clients. With this software, you'll gain insights into when your proposals are accessed and the time spent on specific sections. Clients can conveniently accept proposals with just a few clicks, streamlining the approval process. By integrating Proposeful with your CRM and numerous other applications, you can automate your proposal management efficiently. You can invite an unlimited number of users to collaborate within your account, allowing them to utilize proposal templates for seamless deal closures. The system allows you to categorize and search proposals using tags while providing visibility on their performance metrics. Additionally, the analytics feature offers valuable insights into client interactions with your proposals, tracking every access point and duration spent on each proposal section. All templates available on Proposeful are fully customizable to suit your needs, ensuring you can tailor your outreach. This flexibility enables businesses to maintain a professional appearance while adapting to various client preferences.

ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. Our Franchise CRM boasts leading proposal system technology that can be molded to your unique bidding system, payment processing, Quickbooks integration, online review automation, nurturing, referral request automation, and so much more. Your FranDev or franchisees can visualize their pipelines, potential at risk, and engage candidates seamlessly from one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

Tools designed for businesses that prioritize efficiency can streamline your workflow effectively. The Proposals platform features a user-friendly text editor that allows you to concentrate solely on the content, eliminating concerns about formatting. You will receive instant notifications when your clients take significant actions related to your proposals. A simple pricing table enables you to itemize product and service costs without hassle. Personalize your documents by incorporating your logo, terms and conditions, and any supplementary notes for your clients. All your invoices are stored securely on the Colibro platform, where you can monitor when clients have accessed them. Manage your finances effortlessly by tracking which invoices are paid and which remain outstanding by recording payments directly against them. If your billing needs are recurring, you can automate this process, saving valuable time during each billing cycle. Uploading receipt files directly from your browser makes it easy to register expenses swiftly. You can also categorize expenses to generate comprehensive reports for your records, which can be exported to your preferred accounting software. Stay organized by monitoring your expenditures according to different expense categories and specific client projects to ensure financial clarity. The combination of these features provides a robust framework for managing your business finances efficiently.

QorusDocs helps you create business-critical documents faster. QorusDocs offers intuitive, powerful solutions for pitch, proposal, and content management that help sales and business development teams bridge content gaps. QorusDocs allows teams to create accurate and current pitches, proposals and contracts. QorusDocs can be used on-premise or in the cloud. Qorus proposal software empowers your staff to create tailored responses 5X faster for proactive proposals and presentations, pitches, RFQs, RFPs, RFIs and RFQs. Our proposal management software was designed to help you win more business, whether you are in Managed IT Services or SaaS. QorusDocs QPilot, the QorusDocs Artificial Intelligence Assistant, allows QorusDocs to accelerate content research and content generation, and to simplify collaboration between sales, bid, marketing, and business development teams in order to deliver business-critical documents.

Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.

With ProposalPad, you can tackle new business opportunities more effectively, increasing both productivity and the quality of your proposals and presentations. This innovative online proposal solution is specifically designed for small business owners, allowing for the seamless creation of high-quality project proposals. Why incur costs for a proposal template when this PDF proposal service enables you to effortlessly craft your own tailored proposals? Simply upload your business details, including services and logo, once, and you can start producing proposals that will give you a competitive edge. The intuitive settings dashboard provides you with insights into your progress, including the number of testimonials and references you've accumulated, as well as the acceptance rate of your proposals. You can also manage all your contacts from a single platform, and even import your contact list from other applications, making the process less cumbersome. This comprehensive system not only streamlines your proposal creation but also enhances your overall business management efficiency.

GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features. Our Digital Sales Room has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts. With a comprehensive suite of features designed to increase win rates, GetAccept stands at the forefront of the digital sales transformation.

SPEED + access anytime, anywhere! + speed up time to create & send sales quotes + give customers an easy way to e-sign sales quotes + centralised text, video, spreadsheet, image and PDF content libraries for your salespeople to drag and drop into sales quotes + build a library of sales quote templates to perfect your sales pitch in target markets + customer address book -- to save time when creating sales quotes + prospect finder -- use the contact finder robot to search the web for cold call lists WIN + increase your sales conversion + create impressive & accurate quotes + know when customers are reading your sales quotes + get paid faster with easy online acceptance and payments + live chat with clients while they read your sales quote + stop messy sales quotes + don't forget key information...record customer contact history for each sales quote AUTOMATE + automate sales forecasting + seamless integration to your CRM and accounting packages + keep a full version history of sales quotes sent to a client + automatically expire sales quotes past their "time to live" + automatic currency conversions - get real time exchange rate for foreign currencies

Nibaal empowers you with the ability to create meticulously crafted proposals, enhancing your chances of securing business agreements. This proposal software allows for the efficient drafting, management, and delivery of business proposals, whether you're online or offline, eliminating any concerns about data synchronization. With Nibaal’s Synchronization feature, your information seamlessly syncs between your computer and the cloud. You can also invite others to collaborate on proposals, fostering teamwork and creativity. Our dedicated team evaluates your specific business needs to deliver a software solution that is uniquely tailored to meet your organization’s requirements, ensuring that you have the most effective proposal tools at your disposal. In this way, Nibaal not only simplifies the proposal process but also enhances collaboration, ultimately driving success in your business endeavors.

Trusted by numerous industry experts, ONtility ProTM leverages nearly 20 years of hands-on experience with solar and renewable energy professionals to streamline and improve the sales process. With this tool, you can easily calculate figures, create polished sales proposals, and oversee your sales efforts efficiently. ONtility ProTM allows you to concentrate on essential tasks such as understanding your clients' requirements, crafting intelligent solutions, and securing new contracts. Generate precise performance and pricing estimates that align with the latest energy rates, incentives, and rebates. Additionally, the software features a PV Layout Tool that enables users to define buildings, installation zones, restricted areas, and obstacles. This innovative Solar PV Layout Tool automatically positions PV modules, generates sun path shading diagrams, and offers 3D visualizations, among other features, ensuring a comprehensive approach to solar project planning. Whether you are a seasoned professional or new to the field, ONtility ProTM is equipped to elevate your sales strategy significantly.

EasyPQQ software has been crafted using insights from actual customer experiences and extensive industry knowledge. Its primary goal is to enhance efficiency and conserve time across all phases of document creation, management, and distribution, addressing fundamental requirements in the process. In the fast-paced landscape of modern business, generating proposals and bid submissions is vital for securing contracts, often under pressing deadlines. With EasyPQQ, you can swiftly create high-quality documents, and it also facilitates simultaneous collaboration among multiple users on a live document if needed. The software is adaptable for teams of any size, whether it's an individual project or a collaboration involving an international team across various locations, and its user-friendly cloud-based features ensure seamless operations from inception to completion, all while guaranteeing that your data is securely stored and backed up on a daily basis. Additionally, the platform's intuitive interface makes it easy for new users to get started quickly, further enhancing productivity.

Develop a comprehensive memory layer to thoroughly explore your data. Accelerate the drafting of responses with Generative AI that is specifically tailored to your organization’s curated content library and knowledge assets. Evaluate and scrutinize documents to identify essential criteria and assist in making informed bid or no-bid decisions. Generate outlines, concise summaries, and extract valuable insights. This encompasses all the necessary components for creating a cohesive and effective bidding organization, from searching for tenders to securing contract awards. Achieve complete visibility over your opportunity pipeline to effectively prepare, prioritize, and allocate resources. Enhance bid results with an unparalleled level of coordination, control, consistency, and adherence to compliance standards. Gain a comprehensive overview of the bid status at any stage, enabling proactive risk management. Bidhive now integrates with more than 60 different platforms, allowing seamless data sharing wherever it's needed. Our dedicated team of integration experts is available to help you establish and optimize the setup using our custom API, ensuring everything runs smoothly and efficiently. By leveraging these advanced tools and resources, your bidding process can become more streamlined and successful.

Create tailored, professional proposals on any device in mere seconds, whether you’re at the job site or elsewhere. You can send the bid immediately or save it to your account for later access. Pro-Posal conveniently generates an automatic reminder after seven days to follow up, which will display on your dashboard calendar. Utilize Pro-Posal to enhance communication with your clients effectively. Simply log into the program through our website to access your dashboard. Prefer not to handle the account setup yourself? No worries! Just send us an email, and Jessica will create your account at no cost. Additionally, keep important contact information stored within Pro-Posal to streamline follow-ups for future services. This ensures you never miss an opportunity to reconnect with your clients.

Selling services can be quite challenging, but since 10-30% of your company's revenue depends on it, it's crucial to get it right. WorkRails offers a solution for SaaS businesses by enhancing user adoption and minimizing churn rates. By breaking down the barriers between your sales and professional services teams, you can foster stronger connections. WorkRails improves alignment and minimizes friction across departments, enabling a collective achievement of success. When scoping is done correctly, it leads to enhanced customer engagement. With WorkRails, you can quickly and accurately scope service engagements, facilitating faster and more efficient planning while mitigating risks and scope creep. The era of laboriously entering data into complex spreadsheets to manage professional and managed services is over. To achieve unprecedented sales success, harness the power of automation and watch your deals multiply beyond your expectations. Embracing these changes will not only streamline your processes but also empower your teams to focus on what truly matters—serving your clients effectively.

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.

Proposa transforms the journey from prospect to customer through an intuitive interface that accelerates your workflow, allowing you to create proposals three times faster than before. With intelligent insights that surpass those of traditional applications, you'll find yourself closing deals more effectively. Although the canvas starts as a blank slate, it will quickly fill with your ideas. The design of Proposa is both elegant and user-friendly, ensuring you can focus solely on what is essential. With five versatile building blocks, Proposa opens the door to endless creative possibilities, enabling you to easily incorporate text, multimedia, tables, lists, or slideshows. There's no need to waste time replicating what has already been established; Proposa features a smart templating system that simplifies the process of utilizing and reusing content from your own library. You don't need to possess graphic design skills to craft visually captivating proposals, as Proposa takes care of the design intricacies for you. Just add and arrange your content, and you'll be delighted with the outcomes, just like your prospects will be. Additionally, stay informed about your proposals’ status with real-time notifications that alert you when your prospects view your submissions, ensuring you never miss a moment to engage. This functionality helps you maintain a competitive edge in your outreach efforts.

Dynamic proposals, along with integrated document management and next-day turnarounds for CAD and engineering, enhance the sales process, ultimately improving both deal closure rates and overall efficiency. Our solar and roofing software simplifies access to your proposals, enabling quick customization from any location. With features ranging from personalized company branding to integrated lending options directly within the proposals, our software effectively streamlines operations for better deal closure and efficiency. Are your proposals adequately addressing the needs of your sales representatives? In a world that demands rapid responses, consumers expect real-time adjustments. The Solo solar proposal software empowers you to make live changes using our dynamic and interactive features. Our emphasis on speed and precision allows your sales team to request and receive a proposal in mere minutes while engaging with the customer at their home. Additionally, our comprehensive design team collaborates with you to develop a professional proposal template tailored to your specific branding and sales requirements, ensuring that your presentations resonate with potential clients. This level of customization not only enhances the professionalism of your proposals but also increases the likelihood of successful sales outcomes.

Quickly insert content, pricing, and layouts to craft compelling proposals within moments. This tool is ideal for sales professionals, teams, and anyone involved in finalizing agreements. Accelerate the signing process of your sales proposals with the e-signature feature, allowing you to secure client signatures online upon their approval. There’s also the option to export your proposals as PDFs. Clients will be impressed by a personalized landing page and stunning proposal templates. With web-based analytics for proposals and real-time notifications, you’ll stay informed when clients view proposals or require follow-ups. Bidsketch serves as proposal software designed to help you finalize deals rapidly, enabling you to concentrate on your core responsibilities. It’s a proposal management solution that can reduce your proposal preparation time significantly, allowing for increased upselling opportunities and higher closure rates within your sales pipeline. Numerous leading businesses and sales teams have transitioned to Bidsketch, resulting in thousands of users successfully closing deals worth hundreds of millions of dollars, all while saving valuable time. This innovative approach not only enhances productivity but also improves client satisfaction by streamlining the entire proposal process.

We assist B2B companies like yours in refining pricing strategies and enhancing sales to attain reliable and lucrative results while unlocking your limitless commercial capabilities. Our approach utilizes a combination of our exceptional talent, effective processes, and advanced technology. Discover our top-tier solutions designed to unleash the full commercial potential of your offerings, validated by leading companies around the globe. Vendavo Pricepoint stands out as a cloud-based dynamic price management software that consolidates all essential pricing information into a single, secure location. With this tool, pricing teams can establish and oversee their pricing strategies through customizable rules and calculations. This adaptable pricing framework can seamlessly extend across various products, regions, countries, channels, and customers, ensuring that pricing remains accurate and appropriate in every situation. Additionally, by leveraging our innovative solutions, organizations can gain a competitive edge in their respective markets.

Quote Manager CPQ for Microsoft Dynamics 365 is a robust add-on that seamlessly integrates with the Microsoft Dynamics 365 platform. This solution empowers your sales team to quickly generate and distribute professionally branded quotes within minutes. Unique to Dynamics 365, Quote Manager CPQ ensures that all setup, configuration, and data management occur within the same system, allowing for complete customization and the use of standard features like queries, charts, views, and workflows. The quoting system leverages Excel's export/import functionality for easy modifications to the Product Database, and it also utilizes PowerBI dashboards and PowerApps for enhanced analytics. Furthermore, the output of quotes can be tailored using standard Word Templates or through various additional tools. With Quote Manager CPQ, users can efficiently search through an extensive catalog of over 10,000 products, applying filters by category, make, supplier, and product description. Additionally, the platform allows for the easy addition of products to quotes, enabling customization of layouts that include comments and subtotals, along with the ability to edit descriptions as needed. This comprehensive solution not only streamlines the quoting process but also enhances overall sales productivity.

Intelometry, Inc. was founded in 2003. It is a Technology and Consulting Services Company specializing in retail electricity and natural-gas market operations. Intelometry clients include large energy users, large energy suppliers, and user groups as well as consulting firms located throughout the continental U.S. Intelometry offers three main product lines: * Retail energy transactional software designed and supported by Intelometry to be used by energy brokers and retail energy suppliers. * Consulting services that specialize in retail energy market operations, regulatory issues and new market entry * Market operations and analysis require the production and distribution of energy data for retail. Key Intelometry staff has held senior management positions in prominent energy companies as well as consulting firms. Our team has a lot of real-world experience that gives them credibility and insight when working for our clients.

SalesDoc Architect (SDA) simplifies and automates the entire sales workflow for your team. By leveraging SDA's automation features, your sales personnel can work together more efficiently, generating tailored proposals, statements of work, and various sales documents that help reduce errors and prevent scope creep, which can negatively impact profit margins well after the deal has been closed. SDA employs Excel formulas to establish rules and logic for workflows right from the initial setup phase. It also allows for the automatic inclusion of frequently overlooked products and services in sales documentation. Solutions can be configured based on responses to qualification and discovery inquiries, which can then be integrated into output documents like proposals and statements of work. Moreover, workflow parameters can enforce the necessity of approvals from engineers or management depending on various factors such as margin, overall sale price, product configurations, or different conditions. This comprehensive approach not only enhances productivity but also ensures that all aspects of the sales process are thoroughly managed.