Compare QorusDocs vs Recapped.io

Summary

Qorus Proposal Management software used to create proactive proposals to automate business. The software uses a Smart Rules and Fields to personalize your content by client in the sales cycle. Measure the engagement of recipients with custom reports to your analytics software. Collaborate with your team with chats and email notifications to close deals for better business experiences. It integrates with Microsoft Office suite, Outlook, PowerPoint, and OneDrive, Dynamics365 and Salesforce. Marketers, Small and Medium companies make use of the software. ..show more

Recapped.io is a sales cycle management software that helps organizations carry out collaborative action plans and close more deals. Users can replace their emails and spreadsheets with this elegant platform to simplify complicated contracts and deliver a fantastic consumer experience to their clients. It helps users streamline their sales cycle, by making their stakeholders accountable while performing complex evaluations, implementations, and negotiations. The Clone feature within Recapped.io enables users to repeat their best sales move, eliminating chances of losing deals. Users can also forecast their upcoming deals with pinpoint accuracy, based on the real-time reports offered by the software. They can generate attractive sales plans, which ensures accountability and greater deal generation facilities. Recapped.io assures extensive collaboration with customer success teams and internal sales engineers offering smooth post sales operations. Moreover, the software minimizes admin work, drives efficiency and improves data hygiene by facilitating integration with Salesforce. ..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

• Microsoft Excel
• Microsoft Power BI
• Microsoft PPM
• Microsoft Teams
• Drupal
• Microsoft Dynamics 365 for Sales
• Salesforce
• Sitecore Experience Platform
• Microsoft OneDrive for Business
• Microsoft Word

• Dropbox Business
• Google Drive
• Salesforce

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Top alternatives to Recapped.io

PandaDoc

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