87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is Close and how does it work?
Close is a CRM platform popular among salespeople which provides a sales workflow, ultimately used to close deals. Close gives you an overview of activities relating to your sales, bringing items to your attention according to their level of priority. It has a simple UI with a beautiful timeline view where every member of the sales team has complete access to every detail of the sales process. Close has features like built-in calling and SMS to let you reach your contacts quicker, an e-mail tool that lets you send e-mail sequences to specified contacts quicker and a powerful search engine that provides you with results at amazing speed. Additionally, Close provides an actionable report system, helping you measure team performance. Call automation, predictive dialing, bulk email and email sequences – Close handles them all. Close is can be integrated to other tools like Zapier, Zendesk to ensure users get the most out of its features.
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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is Pipeline CRM and how does it work?
Pipeline CRM (formerly PipelineDeals) is a customer relationship management (CRM) software for businesses that provides easy-to-use sales tools built for sales teams, helping them close deals faster. The software provides easy to use and customisable tools that assist in accelerating sales. It allows users to see all of their deals in a single list view. This list can be filtered out to find the exact information quickly. It creates users’ pipeline accounts that help them to convert leads to cross-sell, upsell, renewal and ongoing relationships further. The software allows remote sales teams to work seamlessly with features that support task and deal assignment, collaborative pipeline management, deal sharing & commenting and conversations. Moreover, Pipeline CRM allows users to set a daily agenda that builds itself as the work proceeds so that businesses automatically know what they have to do about the deals or associated person.
Read MoreSW Score Breakdown
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is Proposify and how does it work?
Proposify is a proposal software that helps its users to create, send, track, and e-sign the winning proposals, agreements, and contracts. The software aims to simplify the process of users and hence put their teams on a straight path to sales success. Users can create on-brand templates that are reused by the sales reps, leaving them to customize the details for the next big deal. One can store all the content that the sales reps need in a single location, enabling users to snap proposals together in minutes. The software provides its users with faster sign off that makes it easier for the prospects to buy using the legally binding order forms and the electronic signature tool. Proposify allows users to determine how the prospects are interacting with the proposals with details regarding the section they looked at and for how long, as these insights help the sales reps to know when to reach out to close the deal.
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What is Sally and how does it work?
Sally is a proposal tool that enables the users to create their proposals alongside sharing and discussing them simultaneously with the clients. Users can track the progress of their proposals with Sally. This platform increases the efficiency of a business by saving the content a user might be needing again. It keeps a tab on the ‘About’ sections of the past projects along with the pricing details. The saved proposals can be easily accessed via a drop-down menu and can be used to insert into any template. By adding comments directly into each section of a proposal, Sally allows the organization to respond to their clients in real-time. This platform comes with an updated social media section that facilitates user engagement by allowing them to upload pictures and attach media files from various video uploading sites like YouTube, SoundCloud, Vimeo, and many others. Sally features a version control option that allows you to duplicate a written proposal and hence, never lose a written draft. This platform brings out the creativity in the users and allows them to flaunt their existing creations or new ideas, enabling them to stand at a different level from fellow competitors.
Read More78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is RocketDocs and how does it work?
RocketDocs is an integrated sales enablement platform that helps clients of all sizes and industries succeed by moving at the speed of sales, with the power of productivity. The platform of solutions makes it easier than ever to create and respond to RFPs, RFIs, and questionnaires, as well as assemble and configure proposals, contracts, and sales collateral. They know each company operates uniquely, which is why they made sure you can create custom workflows that adapt to your processes and workflows, not the other way around. You don’t have to change every detail of how you operate. Let us conform to you.
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79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is Prospero and how does it work?
Prospero is a professional Proposals. Close More Deals. 3x Faster. Create beautiful proposals with ease. Impress your clients and win more projects. Make a great first impression by sending a proposal that looks amazing on any device. Add your logo, images, videos, tables, and your personal touch to any proposal.
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What is DealHub and how does it work?
This sales engagement software is easy to use and set up and creates the ideal brand experience for every contract, quote, proposal or agreement that professionals send. It automates approvals, tracks buyer engagement and sales workflows. Sales teams can close more deals faster with this end to end solution. An interesting feature provided by this platform is the predictive sales playbooks that let salespeople walk step by step through content generation activity and customer engagement. Dealhub also provides dynamically generated, deal-specific micro websites that enable salespeople to interact and engage with stakeholders throughout the sales process, e-sign documents and capture feedback. The dashboards of Dealhub allow sales representatives to easily and quickly comprehend deal flows and generate more sales pipelines.
Read More77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is Quote Roller and how does it work?
Quote Roller is a web-based software that helps to create, send, organize, and track business proposals with ease. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Proposals and quotes analytics show you the portions of your pitch that won and lost.
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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is seProposals and how does it work?
The seProposals pricing engine guides your sales team when creating a quote. Only authorized users can change pricing, so you don’t have to worry about unapproved discounts or other pricing errors. Easily access key resources such as cover letters, case studies, and images in the asset library. Ensure your sales reps always have current, approved content for proposals– even if they are new to your team. seProposals offers built-in, line-item integration with most major CRM systems. Leverage the full power of your CRM, maximize your sales efficiency, and reduce errors that arise from unnecessary duplicate data entry.
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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is PandaDoc and how does it work?
PandaDoc is a document builder responsible for workflow management that streamlines and accelerates the user's document processes. It also creates, tracks, and processes documents. The tool offers features under many categories such as proposals, quotes, team management, document access code, content management, branding, tracking, workflow, productivity, etc. The content locking feature of PandaDoc restricts the user's team members from editing a block of content in templates or library items. It integrates with several Customer Relationship Management software that has ERPs. The user can set up new or existing templates and send and e-sign proposals or agreements. The creation and sending of quotes are easy to execute, along with direct workflows. Users can upload the files quickly and send them right away. The transactional documents can be stored as well. The tool can also open discussions with the user's customers, close deals faster, collect payments, organize documents, and much more.
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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is Ideagen Huddle and how does it work?
Huddle is a comprehensive team collaboration software for businesses, helping them to manage projects, tasks and documents easily within secured client portals. The software promises the most effective way of collaboration between team members, remote workers, partners and clients. With Huddle, users get everything they need to manage content, tasks, team communication and approvals within one secure accessible space. It also comes with a workspace that allows businesses to build external and internal teams and manage access and permissions rights in real-time. Huddle is one of the most secure collaboration tools used by more than 80% of the UK’s Central Government agencies and has also received FedRAMP Certification in the US. Moreover, an automatic version control feature within the same enables everyone in the team to get access to the most current version of a file. It helps users to run their tasks and projects smoothly, whether it’s about requesting team feedback or setting a client review.
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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is Qwilr and how does it work?
Qwilr is an intuitive proposal and quotes management software that enables B2B companies, agencies and recruitment teams to create beautiful sales proposals for their individual prospects and close more deals. The software comes loaded with a variety of templates and modular building blocks, which can be used to create unique sales proposals in no time. Further, businesses can depend on Qwilr to accelerate, automate, impress and scale their overall reach in an efficient way. The software with its inbuilt integration mechanism facilitates B2B companies to create personalised documents as per need. They get to collaborate with leading CRM, accounting and sales platforms, like Hubspot, Xero, Slack, Quickbooks, Stripe, Salesforce and more. Further, Qwilr’s API helps users create customised proposals, invoices, quotes and other essential documents with ease. Its inbuilt ROI calculator, personalised proposal generating service and a vast library of reusable blocks turn out to be of great use.
Read MoreSW Score Breakdown
88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is Bidsketch and how does it work?
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.
Read MoreSW Score Breakdown
88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is Better Proposals and how does it work?
Better Proposals is an online proposal management platform that helps businesses create beautiful proposals in a few minutes. It includes 160+ templates that can be used by organisations to write and design great-looking proposals as per convenience. Users can even add, change and remove the content from a particular proposal. Colours, introductory video and logo are other elements that can be added to these proposals from time to time. Better Proposals feature a simple and easy-to-use interface that allows businesses to offer an amazing experience to their loyal clients. Users also get to send a secure and encrypted web link to individual clients, enabling end-users to sign the proposal and pay an adequate fee amount in real-time. Also, intuitive reporting and tracking feature-loaded within the same help with seamless pipeline management and real-time nurturing of individual leads. Better Proposals also help with cover page generation and easy proposal idea streamlining.
Read MoreSW Score Breakdown
86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is Proposable and how does it work?
Proposable is a proposal software that streamlines the process of e-Signing, creating, tracking, and delivering sales collateral. It reduces the time it takes to customize new proposals by simplifying your new proposal procedure to just a few clicks. With Proposable, you can skip the traditional copy/paste and instead use replace and search on all new proposals for your clients and prospects to save time and difficulties. You can impress your customers with stunning proposals that stand out from the crowd. You can incorporate video and rich media into your proposal webpages for a more realistic sales presentation. You can activate proposal payments to get your payment. You can create proposals dynamically from CRM opportunities and feed proposal proceedings back into your CRM for a clearer view of all your ongoing negotiations. You can view through metrics and track how each recipient responds to your sales collateral. You can set up SMS or email alerts for proposal views and other important events in real time. Additionally, you can control who has to approve ideas before they are sent out with Proposable.
Read MoreSW Score Breakdown
86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is QorusDocs and how does it work?
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.
Read MoreSW Score Breakdown
85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is RFP360 and how does it work?
RFP360 is a full-circle RFP management software solution that improves the way businesses issue and respond to RFPs. Instead of a stand-alone solution, solving the problem requires a holistic approach that efficiently brings both processes together. RFP360 does just that so organizations that issue RFPs make the best possible buying decision, and companies that respond to RFPs win more business. Centralize all latest and greatest proposal content in one knowledge library.
Read MoreSW Score Breakdown
85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is Quotient and how does it work?
Quotient is an advanced cost management software that allows businesses to deliver excellent looking quotes enabling the best possible customer experience. The software can be used to send emails to customers with a personalised link showcasing the required quotations. The quotes produced by Quotient can be filled with images, website links and files to provide customers with everything that they need to make a decision. Users can even mark items as optional, giving customers a chance to choose the products that best suit their requirements. Quotient allows customers to add questions within the quote and users can start a ‘paper trail’ to answer the questions. At the end of the quote, an ‘I Accept’ checkbox is present that a customer has to click on in order to accept the deal. This also makes the deal a legally binding agreement. Moreover, Quotient even allows users to turn their perfect quote into a template and use the same to send quotes to their next customer in real-time.
Read MoreSW Score Breakdown
84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is Solargraf and how does it work?
Solargraf is an end to end solar design management software specially created for installers, lenders and manufacturers, helping them to scale up their businesses. The software arrives with great features to assist its users in automating, structuring and growing their business. Pro quotes feature within Solargraf, allows users to enter a particular address and get access to relevant information. They can design a structure for an individual roof and crack the entire deal within 60 seconds. The software makes financing process more understandable and straightforward. Solargraf facilitates speedy permits, enabling users to get their hands on necessary compliant permits and stamps in real-time. The platform also facilitates on-time expansion by allowing users to generate unlimited jobs and projects within a single account. Solargraf with its customization options, enables users to generate business proposals of their choice. Along with this, One-Click Shading, E-sign, Real-Time Negotiations and Imagery Upload are some of the other highlighted features of the software.
Read MoreSW Score Breakdown
84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is ClientPoint and how does it work?
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.
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