Automate and streamline your entire proposal process
Your proposals, quotes and other sales documents drive your revenue. However managing their lifecycle from authoring, review, sending to e-signature is often tedious, frustrating and error prone. Make that a thing of past with our proposal management software.
We have built a proposal management software that automates every stage of proposals and other sales document lifecycle, empowering your sales team to win more deals faster with much less effort. Whether you are a large organization or a small business, whether you have a centralized proposal shop or a virtual proposal operation, whether you do a large number of cookie-cutter proposals or a small number of very complex proposals, our proposal management software has you covered.
Used at hundreds of leading organizations worldwide
Respond faster to opportunities
Create standardized compliant proposals in just a few clicks
With self service proposal creation wizard, in just a few clicks you can generate & send responsive and fully compliant proposals, quotes and other sales documents.
Tame Complexity, Improve Quality
Build complex proposals by assembling quality contents like Lego blocks
Empower your team to build complex proposals easily by simply dragging and dropping best in class content from your content library. Avoid rework, create responsive sales documents and ensure compliance.
Automate and accelerate document review
Finish review cycles faster to close the deal sooner.
Don’t share files and send numerous emails with attachments. Collaborate on content in real time instead. Invite your team to collaboratively edit and review your proposal document. There is always a single version of your document
Put version control on autopilot
Finish review cycles faster and send out the document to prospect sooner.
Thanks to fully automated, multi-user, paragraph level version control and tracking, you can easily track, review and revert a paragraph to any previous version. No chaos, No confusion, Pure Magic.
Know when prospect reads your proposal
Get detailed document analytics in one place. Track and get notified every time someone opens and reads your document. Respond to your prospect’s intent to buy in real time and close deals faster.
Build your own dashboard. Never miss a deadline
Create a deceptively simple yet powerful tracking dashboard. Send proactive automated alerts. Now your entire team can see the status of critical tasks and act on them before it’s due.
End to end efficiency with enterprise ready integrations
Pricing
Get started for FREE and grow with confidence
FREE
$0per user per month
FREE for up to 2 users
(All PRO features included)
- Unlimited contracts, proposals, and quotes
- Online collaboration with up to 2 reviewers
- Online document redlining
- Content library
- Exhaustive document metadata
- e-Signature integration
- Dashboard
- Filter and search documents by metadata
PRO
$19 per user per month
Ideal for solo professionals
(Appear bigger than you are)
- Unlimited proposals, contracts, and quotes
- Online collaboration with any number of reviewers
- Online document redlining
- Content library
- Exhaustive document metadata
- e-Signature integration
- Dashboard
- Filter and search documents by metadata
Team
$49per user per month
Ideal for teams, small or large
(Grow with confidence)
ALL PRO FEATURES +
- Smart templates with CRM data auto-merge
- Intelligent self-service document generation wizard
- Shared templates and clause library
- Product list and pricing tables
- Create custom document metadata
- Create milestones based alerts
- Create custom dashboard tiles
- Detailed document analytics with activity log
- Track and manage obligations
- Advanced reporting and analytics
- Integration with Slack
- Integration with CRM (MS Dynamics, SugarCRM)
- Integration with Google, Office365, Dropbox
- Email support
Enterprise
$--Contact us for pricing
ALL GROWTH FEATURES +
- Handle complex legal documents style and structures
- Paragraph level content locking or hiding
- Bulk sending of contracts
- Integration with Salesforce
- REST API
- Custom branding
- Custom Single Sign-On
- On-premise or private cloud hosting
Is the FREE edition really free?
Yes, absolutely. We are a big fan of small companies hungry to grow. We offer all features of PRO edition for up to 2 users for a small company.
How are you different from other proposal management software?
As you business grows, so will the complexity. We have built this software specifically keeping in mind the requirements of enterprise and made it available to all segments of the market. You can be sure that your business can scale with us.
Can I build a company wide content library?
Yes, absolutely. Not only you can maintain your own library of best in class content, you can also publish them to your team members.
