Alternatives to RocketDocs

EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration AUTOMATED SALES PROPOSALS & SOWs Create complete Microsoft Word document proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Expedience stores your curated, branded, approved content in a library for quick reuse. This means that your team will have trusted content at their fingertips directly within Microsoft Word.

Questionnaires, audits, and RFPs consume a significant amount of your experts' time. Turn this administrative burden into an engine to win. Optivalue.ai reduces response times by up to 90% by automating information discovery and response drafting, allowing your experts to focus on the high-impact personalization that wins bids. Here's how it works: Understanding: Connected to your systems, it acts as an expert librarian. It reads and understands your entire knowledge base to know precisely where the best information is for any question. Submission: You submit a questionnaire to it. Response: In minutes, it generates a complete draft response using the most relevant excerpts from your own documents. Every answer becomes a verified fact. For perfect traceability, every statement is substantiated. Optivalue.ai precisely cites the source document, page, and date. You don't just answer correctly—you prove it. It’s an engine for organizational improvement. Optivalue.ai performs a gap analysis to identify weaknesses in your documentation. The proposed improvements build your team's expertise. By implementing these recommendations to update your internal documents, you drive lasting progress across your entire organization. Your data security is guaranteed. Optivalue.ai is built with enterprise-grade security, compliant with strict standards like GDPR, HIPAA, ISO, and FedRAMP, allowing you to manage your most sensitive data with complete confidence. All our plans include unlimited users and projects. Start your 14-day free trial. No credit card required. No commitment.

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

XaitPorter is a benchmark team co-authoring software solution. Perfect for complex tenders, proposals and reports, as well as other high-value, high-impact documents. Major corporations worldwide use this method. XaitPorter, a cloud-based solution, gives you complete control over your document production. It features a built-in workflow, easy reuse and automatic formatting, layout, and numbering.

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

Our automated solution has revolutionized the way businesses create a request for proposals (RFP). Our automated solution breaks down RFPs in simple, easy to understand business requirements that can then be analyzed, graded and delivered in a simplified manner. We have eliminated the confusion, headaches, ambiguity, and guesswork that are inherent in traditional RFP processes. Our green alternative saves time, money and paper. A wizard-based process allows you to identify your unique requirements and create a GreenRFP. You can either create an RFP or contribute to one. This allows you to identify your SME's and solicit content or questions, or you can operate on your own. After you have completed your GreenRFP, it is possible to send it to your team for approval and alignment before it is sent out to potential vendors. Vendors who are able to participate in the RFP can collaborate with their team members and delegate their responses.

reDock uses AI/machine learning to automate content search tasks. This allows anyone on your team to find relevant information without SME chasing, or drowning in irrelevant results. You can quickly find the most relevant information from all your data repositories, software systems, and help your team win more RFPs, get more projects, increase revenue, and grow your business.

Proposify is an online proposal software that allows you to control and monitor the most important stage in your sales process. The close. You can be confident and flexible in all aspects of deal design and sign-off. Make sales documents that are consistent and error-free. Get the insights you need to scale your process, make timely contacts, and forecast accurately. Your customers and prospects will enjoy a seamless sign-off experience The features include an easy-to-use design editor, electronic signatures and CRM integrations. Data-driven insights, interactive pricing and content management are just a few of the many options.

Relevant Match is a desktop app that measures the progress of your written proposal compared to the RFP/Solicitation key points. Developed over 20 years of working proposals. It jump starts your key themes, then keeps you on target. Competitive proposals are scored, not read. Relevant Match examines the work statement like a fingerprint, then calculates a match score and keeps track of each version, so you can rewrite and mature the proposal efficiently. Upload your Word or .PDF documents in just two clicks. One more click launches the analysis feature giving you insight into the proposal. The whole cycle takes about 15 minutes, so you can run the analysis as quickly as you make changes in your proposal. Easily communicate progress to executives and teams. No in-app advertisements, no bloatware, and no connection to the internet. It’s designed to be used in any situation where your proposal must be protected, including in a SCIF environment. Save time, save money, boost Pwin! That's the power of Relevant Match!

Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our innovative, best-in-class platform and customer value programs empower companies to accelerate growth, mitigate risk and improve the employee experience. With Responsive, frontline teams deliver superior responses using intelligent technologies to quickly, accurately and automatically manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs).

Enhance your proposal creation process and efficiently address requests for proposals (RFPs) using Upland Qvidian. This cloud-based, comprehensive solution for enterprise-level RFP and proposal automation simplifies content management while boosting business efficiency through a centralized and reliable content library. Utilizing Upland Qvidian offers several advantages, such as the ability to centralize sales and proposal materials, facilitate real-time collaboration among teams, track business performance metrics, maintain compliance standards, and produce polished professional documents effortlessly. Additionally, its user-friendly interface and robust features ensure a seamless experience for users at all levels of expertise.

EdilGo is a cutting-edge construction software tailored for both construction firms and suppliers, streamlining the buying and selling processes with safety, simplicity, and speed. By digitizing the construction workflow, EdilGo enhances efficiency, allowing for rapid and measurable project management. It offers a suite of online tools such as metric calculations, organized estimates, budget analytics, and more! With EdilGo, you can improve project planning, reduce supply expenses, and automate tender processes. Benefit from a more organized flow of supply requests, broaden your customer base, and perform comprehensive sales analyses. The platform allows you to structure your metric calculations within well-organized requests for quotations, estimate costs effectively, and assess project feasibility. Gain access to the premier network of construction companies in Italy, enabling you to forge new professional connections and enhance the efficiency and safety of your design and construction processes. Designed with a user-friendly interface, EdilGo eliminates the need for costly consultancy or additional services. Moreover, leverage artificial intelligence to structure your requests, acquire valuable insights about your partners, and maintain a comprehensive overview of your financial performance, thus driving your business towards greater success.

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.

Loopio is a technology company that assists enterprises in supercharging their responses to RFPs and DDQs as well as Security Questionnaires. Since 2014, Loopio has been adopted by over 800+ global leaders, including DocuSign and FedEx. Loopio users can generate better responses by using a searchable library that is up-to-date with their intuitive RFP Content Management System. Intelligent import and question auto-detection make it easier to kickstart responses quicker. Users can stop answering the same questions over-and-over by letting their Magic Request Automation tool answer FAQs in one click. Loopio's flexible pricing options allow you to take advantage of the platform's intelligent content and automation features. You can also try the platform for free.

Letter AI empowers your revenue teams to achieve more, with greater efficiency and effectiveness. Provide your teams with all the necessary tools to successfully close deals, including training, coaching, and essential resources, all integrated within a single platform that leverages AI technology. Elevate your revenue teams with dynamic, tailored, and constantly updated content along with coaching solutions created in just minutes through AI. You can create simulated personas to refine your sales presentations and develop interactive training modules, video-based lessons, and certification tracks rapidly using your current documents. Find the best resources and customize them for your clients, or initiate new projects with the assistance of AI capabilities. Engage with an AI co-pilot that offers personalized insights, infused with a profound understanding of your organization and its offerings. We prioritize your security and privacy, ensuring that our measures align with the highest industry standards, while also guaranteeing that your data is never utilized to train our models. Experience the seamless integration of advanced technology in your sales processes, and watch your team flourish.

Our software stands out as the sole application available that can identify potential "non-compliance" issues prior to authors drafting a "single word." The compliance support report displayed below is automatically created when the project manager establishes a cross-referenced compliance matrix, showcasing just one of the "multiple" compliance support reports generated by our innovative software. Additionally, the automation features in the color review sector equip reviewers with tools that enhance the effectiveness of pink, red, and gold team reviews significantly. Whether you're engaging in an internal rolling review of certain sections of your proposal or embarking on a comprehensive review with your whole team, our automated color review tools expedite the process and simplify the efforts of your review team, enabling them to efficiently provide feedback and recommendations to improve the quality and persuasiveness of your proposal. This streamlined approach not only saves time but also fosters collaboration among team members, resulting in a more polished final document.

Create your pricing and statement of work in just one straightforward step. With the ScopeStack platform, you can effortlessly select features from various technology categories, streamlining the scoping process considerably. Say goodbye to spending endless hours in front of your computer wrestling with word templates and correcting grammar. As you select features and functions, the ScopeStack platform automatically generates the scope for you. Additionally, you can visually assess the profitability of your projects and leverage essential business metrics for automatic project approval, making the entire process even more efficient and insightful.

Managing proposals, contracts, and client communications just got easier. ClientPoint Enterprise simplifies document generation, automation, and AI-powered collaboration through ClientPoints—dedicated workspaces and relationship sidebar for prospects, customers, and partners. Schedule meetings, chat, video conference, share content, e-sign documents, and even process payments—all in one centralized platform. Seamlessly integrate your CRM, ERP, BI, and other business tools, or leverage ClientPoint’s custom CPQ and endpoint solutions to optimize your tech stack and cut unnecessary costs. The platform also includes a content library, document storage, template creation, and automation for sales decks, proposals, and RFPs. Pricing is tailored to your business needs, branding, and customization level. For solopreneurs and basic users, ClientPoint.me offers a free solution.

RFP360.ai is an innovative platform powered by artificial intelligence that aims to revolutionize how businesses generate, respond to, and assess Requests for Proposals (RFPs). By automating and simplifying every stage of the RFP process—from initial creation to final awarding—it allows both buyers and suppliers to operate more efficiently and effectively. The platform boasts a range of advanced features, including AI-enhanced proposal creation, automated compliance checks, smart scoring systems, and collaborative workflows, all of which contribute to heightened efficiency, better-informed decision-making, and strengthened compliance efforts. Specifically designed for use by government entities, large corporations, and suppliers, RFP360.ai provides centralized management of content, real-time progress tracking, and insightful analytics. This powerful tool not only helps teams optimize their sourcing strategies but also minimizes manual tasks and significantly boosts the likelihood of proposal success. By integrating these capabilities, RFP360.ai ultimately transforms the RFP process into a more streamlined and productive experience for all parties involved.

Steerlab is a cutting-edge platform that utilizes artificial intelligence to streamline and improve the way organizations respond to Requests for Proposals (RFPs) and security questionnaires. By harnessing sophisticated AI algorithms, Steerlab can automatically generate more than 80% of the necessary responses, guaranteeing that the answers provided are accurate, well-supported, and free from inaccuracies. The platform includes an automatically managed content library that ensures that internal knowledge bases are continuously updated, thus removing the need for manual maintenance. Users have the ability to monitor and oversee their progress, as well as contribute, comment, and collaborate effortlessly, all within a secure framework that adheres to the highest security protocols. Steerlab also offers integration with multiple tools and features additional utilities like a Chrome extension and a Slack bot. Furthermore, the platform delivers valuable insights, such as data-driven win probabilities and detection of competitor biases, allowing teams to concentrate on the most promising opportunities. Ultimately, Steerlab aims to revolutionize the process of responding to RFPs and vendor questionnaires, empowering businesses to secure more contracts through the application of artificial intelligence. With its innovative approach, Steerlab is set to redefine industry standards for proposal management.

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.

Flowcase, previously known as CV Partner, enables professional services organizations to effortlessly craft customized resumes, CVs, and case studies, thereby increasing their chances of winning bids while saving time. This innovative platform revolutionizes the management of CVs and case studies, allowing firms to efficiently tailor their credentials for various tenders. Users can swiftly emphasize the most pertinent experiences for each bid and proposal, and conveniently export their CVs and case studies in formats like Word, PowerPoint, and PDF. With its advanced search capabilities, finding the right team members for proposals becomes straightforward. The system facilitates easy customization and highlighting of relevant content for each submission, ensuring that CVs and case studies remain consistently updated and maintain a uniform layout. Additionally, customizable templates eliminate the need for tedious copy-pasting, making the process smoother. Collaboration with other companies on proposals is simplified, leading to enhanced consistency and quality across submissions. Flowcase consolidates all of these features into a single workflow, providing one cohesive system for managing all stakeholders involved in the proposal process. Moreover, the implementation of master CVs for each employee allows for a unified interface for data entry, streamlining the entire process even further.

The most efficient, straightforward, and budget-friendly solution for small and medium-sized businesses to handle RFPs, RFIs, security assessments, and other critical documents is here! Introducing a cloud-based platform specifically designed for SMBs! Navigating the process of responding to RFPs and similar documents can often be a complex, lengthy, and repetitive task. Breeze offers a cloud-based application that empowers users with three effective methods to swiftly complete business documentation. Users can either utilize previously submitted materials or generate entirely new content tailored to their company’s resources through an innovative generative AI technology that is currently patent-pending. This comprehensive solution is not only user-friendly but also significantly more affordable compared to other available platforms, making it an ideal choice for businesses looking to streamline their documentation processes. With Breeze, efficient document management is just a click away!

GovSignals has developed a groundbreaking GovCon platform aimed at improving, streamlining, and speeding up the processes involved in pre-RFP intelligence, capture, proposal creation, and AI knowledge management. By leveraging innovative AI-driven solutions, we are revolutionizing the landscape of government contracting. Our mission is to disrupt a multi-billion dollar sector, allowing state-of-the-art private sector technologies to swiftly obtain government contracts, which in turn strengthens both national security and economic advancement. GovSignals offers the most sophisticated AI solution for government contracting currently available. Regardless of whether you're part of a small enterprise or a Fortune 500 company, our platform significantly boosts the number of solicitations that government contractors can engage with and equips them to craft compliant and successful proposals in mere hours instead of the traditional months. We don’t merely respond to government trends; we are at the forefront of them, and as one of the industry's leading government data aggregators, we possess a unique understanding of potential government actions. This insight allows our users to strategically position themselves in the competitive landscape of government contracts.

GovAIQ is an innovative platform that utilizes artificial intelligence to enhance the management of proposals, specifically tailored for contractors engaging with government Requests for Proposals (RFPs) and Requests for Quotations (RFQs). It equips users with tools to craft detailed responses efficiently without requiring a large workforce, while also providing analysts to swiftly assess and qualify incoming RFPs/RFQs. With its proposal agents, the platform facilitates intricate drafting and oversight of proposals, promoting collaborative efforts among team members, external partners, and consultants. Importantly, GovAIQ prioritizes data security by ensuring that client information is not utilized for training or shared elsewhere. Additionally, it grants insights into market trends and activities, alongside an AI-powered reasoning engine that autonomously adjusts agents for creating sophisticated proposals. Designed specifically for teams, the platform promotes effective collaboration and the integration of diverse expertise into streamlined proposal workflows. GovAIQ also allows for unlimited team formation and member invitations, which aids in fostering smooth coordination and project execution. As a beta offering from G2X Labs, it is made available without any expressed warranties and is continually evolving to meet user needs.

Increase your revenue while minimizing effort. Sit back and relax as your AI Assistant swiftly handles RFPs, RFIs, and Security Questionnaires in mere minutes. Respond to business questionnaires in a fraction of the time, turning hours into just a few minutes. With a simple onboarding process, just upload your data and you're all set to go. Enjoy the flexibility of using generated, previously stored, or tailored answers. Take advantage of a robust export feature that allows you to transfer your data to Excel while maintaining the original formatting. Your AI Assistant is equipped with contextual intelligence, comprehending the nuances of questions to craft answers based on your earlier responses, white papers, product documentation, and beyond. Utilizing the AI Assistant can enhance your response times by a factor of ten, empowering you to secure more deals in the competitive landscape. Effortlessly tap into the newest and most pertinent information to enhance your chances of winning bids, ensuring you stay ahead of the competition and consistently deliver outstanding results.

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

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.

Tribble, a Chrome extension, streamlines the process of responding to RFPs and InfoSecs, allowing you to track user activity seamlessly while facilitating immediate collaboration. By automating your questionnaires, you can eliminate outdated information and enhance efficiency. Within platforms like Slack and Teams, Tribble offers sales teams valuable deal insights, addresses complex technical queries, and disseminates industry-specific knowledge. It bridges gaps in knowledge and training, empowering your pre-sales teams to scale dynamically and effectively. With Tribble, expertise is amplified across your organization, acting as a digital teammate that integrates with existing systems, learns from your data inputs, refreshes outdated content, and generates tailored proposals. It ensures a consistent voice in communications with customers, no matter who fills out a questionnaire. You can trust that your responses to customer inquiries are accurate and reliable. Our agent is capable of addressing questions from various applications and provides hundreds of answers in mere seconds, with the option to escalate to a specialist through seamless integration with Slack and Teams. Furthermore, this capability allows organizations to enhance operational efficiency while improving customer interaction quality.

Indy is an adaptive and all-in-one management software that allows freelancers to track everything, from payments to proposals. Indy makes time management and organization easy so users can focus on their work. This platform includes a collection of contract, proposal, and form templates that make it easier to get clients. Users can assign tasks to specific projects or to categories using the task tracking system. The time tracker tool allows users to log and categorize time spent on tasks as they work. This makes it easy to balance multiple projects or create invoices. Indy can generate detailed invoices for clients when it's time to pay. In return, clients have peace of mind knowing Indy uses top payment methods such as PayPal and Zelle. Indy is a versatile and reliable tool that can be used with other tools such as Profiles, Drive and Client Contacts.

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.

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.

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.

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.

Our specialized Agentic AI Sales Operating System is designed specifically for enterprises engaging in consultative sales to enhance their sales workflows and achieve improved results more swiftly. Featuring three robust and seamlessly integrated modules—accountOS, knowledgeOS, and rfpOS—OrbitShift supports the entire deal cycle effectively. It enables sales and pre-sales teams to pinpoint high-value accounts, acquire pertinent insights about accounts and contacts, craft highly personalized messages and emails, create relevant content for discussions and presentations, and automate responses to RFPs and RFIs. Ultimately, OrbitShift revolutionizes the methods by which sales teams develop their pipelines, nurture leads and deals, and finalize sales. Our platform delivers remarkable results—achieving 2-3 times the pipeline growth, a 1.5-2 times increase in deal participation rates, and a 20-30% enhancement in win rates, all while providing exceptional efficiency gains of 60-70% in areas such as account and people research and RFP response generation through its agentic workflow. Moreover, the comprehensive capabilities of OrbitShift ensure that sales processes are not only efficient but also scalable, allowing teams to adapt and thrive in a competitive environment.

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.

Utilize DeepStream's cloud-based platform to create and oversee your RFPs, RFQs, and RFIs, enabling you to save valuable time, cut costs, and conduct transactions with assurance. By using DeepStream, your procurement team can escape the frustrations of manual source-to-contract processes and refocus on strategic initiatives that enhance business value. As a top-tier e-sourcing solution, we empower teams to efficiently transition from defining business needs to selecting suppliers and managing contracts seamlessly. Plan your RFx procedures, inviting, evaluating, and negotiating with suppliers all within our innovative platform. Develop contracts directly from your accepted Requests, ensuring a streamlined and traceable source-to-contract workflow. Share your specific needs, initiate a search, and discover a fresh selection of suppliers in mere minutes, revolutionizing your procurement approach. Embrace the future of sourcing with DeepStream and transform the way you manage supplier relationships and contract negotiations.

The hybrid workplace is now a permanent fixture, and organizations that leverage its potential will be well-positioned to maximize their benefits. The Solution Engineering Tool, commonly referred to as "SET," is a software solution designed to empower business pursuit teams throughout the vital stages of the business acquisition process. It acts as a catalyst for enhancing your company's overall growth trajectory. By utilizing SET, professionals in business development, capture management, and proposal writing can engage in the critical strategic planning necessary to secure federal, state, local, and commercial contracts, including recompetes. Available in both cloud-based (on-demand) and on-premises formats, SET arrives just in time to meet the demands of the evolving work environment. With the capabilities that SET provides, you can effectively and succinctly respond to the key questions that arise when preparing a competitive bid. Furthermore, government contracting firms often invest considerable resources in formulating strategies and plans for their targeted pursuits. Embracing SET can streamline these efforts, ultimately leading to more successful outcomes in the bidding process.

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.

Close more projects faster with the premier cloud-based project platform for integrators and facility designers. Track leads, estimate, and manage installations large and small. Connect to your vendors for updated dealer pricing. Present graceful, well-organized proposals that sell. Jetbuilt is the fast, intuitive and powerful AV project solution.

It's more than just writing marketing copy or a pirate poem. Domain-aware generative AI securely uses your proprietary enterprise data in order to create unique and deeply technical content that is written in the voice of your company. Rohan, for example, creates contextually relevant content for proposals, grant applications, white papers and more, using historical data from your company. Create robust drafts based on your own data in hours or even days, giving you more time to focus on quality. Automatically generate detailed technical content to answer RFP questions. Instantly synthesize highly-technical information relevant to grant applications. Perform instantaneous deep diving of internal data in order to improve submissions.

Many companies regard the federal government proposal writing process as an enigma, treating it like an unwanted stepchild. Instead of a structured approach, these organizations often find themselves caught in a whirlwind of disorganization leading up to the deadline, resulting in a frantic scramble the evening before the proposal submission. This frenzy typically revolves around the Proposal Manager (if one is available), who may be able to draft the bulk of the proposal but often falls short in crafting the essential technical solution needed to address the client's requirements. The key to winning proposals lies in a compelling, customer-focused technical strategy, which is often the focal point of this disarray. To effectively develop such a strategy, the Proposal Architect employs a systematic, table-driven method for tackling the client’s challenges. By offering standardized formats for work breakdown structures, these components are then transformed into interconnected tables of tasks and subtasks, ultimately producing a comprehensive outline of the proposed technical solution. This structured approach not only reduces chaos but also enhances the overall quality of the proposal.

The seProposals pricing tool assists your sales personnel in generating quotes efficiently. Only users with the proper authorization have the ability to modify prices, alleviating concerns over unauthorized discounts or pricing mistakes. You can conveniently find essential materials like cover letters, case studies, and images within the asset library. This ensures that your sales representatives always have access to up-to-date, approved content for proposals, even if they are newcomers to the team. Additionally, seProposals features seamless line-item integration with most prominent CRM platforms, allowing you to harness the full capabilities of your CRM, enhance sales productivity, and minimize errors caused by unnecessary duplicate data entry. We tailor our templates to align with your brand and design requirements, ensuring that every proposal maintains your corporate identity, regardless of who drafts it. As a result, your proposals not only look professional but also save valuable sales time by eliminating the need for formatting. Moreover, this streamlined process enables your team to focus more on closing deals rather than on administrative tasks.