Compare Bidsketch vs ClientPoint

Summary

Bidsketch is a professional proposal management software that can be used to create the best proposals in minutes. Trusted by a variety of multinational companies, Bidsketch makes it easy to reuse proposal templates, content, pricing items and designs. Business leaders and their members can put together a comprehensive and customised proposal with a few clicks. Also, this software provides an example content from its content library thereby allowing the teams to start working on the proposal quickly. With Bidsketch, teams can also link to other files and resources within their proposal content. Moreover, this software helps companies to increase their revenue by 32%. To do that, companies should make any pricing item optional with Bidsketch and must provide the option to automatically include them as a part of their sales document. Also, by using this proposal creating software, companies can offer their clients a dedicated landing page where the latter can view, approve, export and comment on the proposal, thus building a strong relationship with the clients. ..show more

ClientPoint is a digital proposal management software for enterprises helping them with business relationship workspace management for individual partners, prospects and customers alike. Here organisations are allowed to share materials, schedule meetings and meet clients online as per convenience. Users can start working with the particular platform in a step by step process and close more deals adequately. Companies situated in different parts of the globe, using ClientPont has experienced 30% higher closing rates, 100% increase in sales and up to 95% reduced operational timings in proposal generation. Active integration with external platforms like ZOHO, HubSpot, NetSuite, Microsoft Dynamics CRM, Salesforce and Pipedrive is of great help. Further, the sales accelerated platform helps out marketing leaders and professionals, sales representatives, sales operations leaders and customer support providers to be their best. For adequate data protection and seamless management, ClientPoint abides by advanced SSL technology and user-based authentication protocols on the go. It runs over Amazon’s AWS data centre providing adequate infrastructural advantages for the users to indulge in. ..show more

Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Alert Notifications Alerts the user when predefined criteria is met

Approval Workflow Allows to route the documents to one or multiple people for seeking their approval

CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management

Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel

Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.

Document Analytics Helps to know the complete insights of a document like who, when and how it is used.

Document Audit Trail Tracks the document signature history and timestamp for legal attestation

Document Library Central repository to manage your assets like Images, PDF files, etc.,

PDF Export Enables to export the document to PDF file for easy sharing

e-Signature Electronic Signatures help users to sign their digital documents remotely

• Basecamp
• Harvest
• RightSignature
• HubSpot CRM
• Salesforce
• Pabbly Connect
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• Zapier
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• Freshbooks
• Insightly

• RightSignature
• Salesforce
• NetSuite
• Pipedrive CRM
• Zendesk Sell

Top alternatives to Bidsketch

Proposify

PandaDoc

Ideagen Huddle

Qwilr

Better Proposals

Top alternatives to ClientPoint

PandaDoc

Proposify

Ideagen Huddle

Qwilr

Bidsketch