Best Proposal Software - Page 12

Routzy

Routzy is an acclaimed iPad CRM app that squeezes the functionality of several specialized business programs into one centralized, do-it-all sales center. This mobile, agile app helps you turn leads into customers on the go. Make your sales in the field with nothing more than your iPad! From forms to sales calls and from quotes to routing, Routzy does it all.

Average Rating: 3.5/5.0

Total Reviews: 1

Salesbuildr

Salesbuildr is a web based quoting tool and self service storefront that deeply integrates with Autotask PSA and a large selection of European distributors. It enables your team to create great looking quotes in minutes, while automating large parts of daily workflows.

Average Rating: 4.5/5.0

Total Reviews: 1

SalesDoc Architect

SalesDoc Architect (SDA) is software that is tightly integrated with MS Office and allows users to quickly configure price complex solutions and easily produce professional proposals, SOWs, RFP responses and other client-facing documents. Automated Solution Configuration Using rules and workflows, SDA automates complex solution configuration of equipment and services based on each customer’s unique requirements. • Auto-configure products and services based on user inputs • Override and adjust auto-calculated product and service quantities, and add “write-in” items • Break out optional-purchase items • Calculate pricing on configured items using a variety of approaches Workflow that Optimizes Profitability SDA utilizes Excel formulas to create rules and workflow logic starting at the initial configuration level. Workflows can be programmed to automatically include products and services that are often forgotten. Answers to qualification and discovery questions can drive solution configuration and also “calculate” content for output documents such as proposals and statements of work. Workflow rules can also be used to require engineer or management approvals based on margin, total sale price, product configuration scenarios, or any variety of conditions. Automated Document Generation SDA builds and generates various outputs based on the configured solution. Proposal, statement of work, RFP responses and other document content is auto-generated based on the configured equipment and services part numbers. Also, customer answers to qualification and discovery questions, user inputs and workflow rules can drive document content to include in output documents such as: • Discovery memos that confirm customer requirements • Executive summaries that address how the proposed solution addresses the customer’s needs • Proposals that win more deals • Statements of Work that clearly set customer expectations • Implementation documents that define exactly what the implementation team needs to deliver Content Management and Automation Document content is stored and managed in the SDA Library Manager. Products and services are managed in SDA’s Part Master and can be associated with document content so that the content is auto-included in proposals, statements of work and other outputs. Management and Reporting with SDA Dashboard Our browser-based SDA Dashboard provides file management and sales and management all from one view. The Dashboard shows the quoted activities within the sales pipeline – and at what stages – and provides the launching point for creating and updating quotes. The Dashboard houses all your reporting needs, allowing you to: filter quote and opportunity data, forecast sales, export data to Excel for reporting, and create customized views of quote and opportunity data. Mobile and Offline Access SDA is comprised of both desktop and cloud components. The desktop components include Microsoft Excel and Word. We’ve architected SDA so that many tasks can be accomplished offline, including quote creation, product/service configuration and document generation. Once a user is back online with the internet, quote and output files are automatically pushed to central locations – including Microsoft SharePoint, network drives or cloud drives – and quote/opportunity data is pushed to the cloud-based SDA Dashboard. Mobile devices such as smartphones and tablets can be used to access and use the SDA Dashboard, or to manage quote files and document outputs in SharePoint. Integrated with Familiar Tools SDA integrates with Microsoft SharePoint, DocuSign, and Salesforce. We also can integrate with manufacturer and distributor tools for importing pricing and configurations, CRMs, back office solutions utilizing export functionality and custom direct integrations. Updateable and Customizable SDA’s modularity makes it easy to update and refine. Each SDA component can be updated independently of the other, allowing subject-matter experts to make changes to appropriate content modules. These can then be assembled together just before a combined update is distributed to users.

Average Rating: 4.0/5.0

Total Reviews: 1

Salesproposals.com

This solution is ideal for sales professionals that want to spend more time selling and closing deals and less time authoring documents. If you are tired of searching through old documents for the best content, tired of cutting and pasting, and tired of struggling with formatting problems, then our Internet-based system, Sales Document Builder, is the perfect solution for you.

Average Rating: 4.5/5.0

Total Reviews: 1

Shred.ai

Shred.ai is a proposal management tool that helps AEC firms work with RFPs more efficiently. It allows teams to upload past proposals into a searchable library, use AI to extract requirements from new RFPs, and connect relevant project data, resumes, and assets from OpenAsset.

Average Rating: 5.0/5.0

Total Reviews: 1

WBudget

WBudget is an advanced, cloud-based sales proposal and quoting platform designed to centralize, automate, and optimize the entire commercial lifecycle for businesses seeking efficiency and standardization. Positioned at the intersection of Proposal Management and CRM software, the solution is ideal for sales teams, service providers, and organizations managing complex commercial workflows. The system allows companies to transcend traditional, static document models by offering a unified environment where the creation, delivery, and negotiation of proposals occur in an integrated manner, monitored in real-time to ensure no opportunity is lost. The core strength of WBudget lies in its unique blend of flexibility and data processing power. Unlike simple document generators, the platform enables the configuration of structured data fields and the application of mathematical expressions for pricing, eliminating manual errors and ensuring precision in quotes that require dynamic variables. Furthermore, WBudget incorporates robust CRM intelligence, allowing managers to track the status of every negotiation, organize client interaction history, and maintain visual and strategic consistency across the entire sales operation. As a modern SaaS solution, WBudget fosters seamless team collaboration while significantly enhancing the end-customer experience. Proposals can be shared via trackable web links or exported as professional PDFs, allowing clients to view and approve documents digitally, which drastically accelerates the time-to-close. Through workflow automation features and integrations via API or webhooks, the system removes repetitive tasks and centralizes version management. Ultimately, WBudget serves as a strategic tool for organizations looking to scale their sales operations, reducing manual effort while increasing the predictability and conversion rates of their commercial funnel.

Average Rating: 4.5/5.0

Total Reviews: 1

XfilesPro

Managing documents in Salesforce shouldn’t be challenging - it should be seamless, scalable, and efficient. Yet, many businesses struggle with limited storage, scattered file management, slow document workflows, and security concerns. That’s why 1,000+ Salesforce customers across multiple industries trust XfilesPro to revolutionize their document management. With an advanced document management platform, XfilesPro solves complex document challenges in Salesforce, including storage, collaboration, security, and lifecycle management. Salesforce File Storage Management: Free up Salesforce file storage space by automatically moving files to SharePoint, OneDrive, Google Drive, and AWS S3 - without losing accessibility. Document Security & Collaboration: Secure all your business documents with role-based access controls, audit logs, and sharing restrictions. Enhance document collaboration & accessibility with document folders, easy sharing, syncing, tagging, versioning, etc. Effortless Document Generation: Automate document creation within Salesforce along with complete lifecycle management, ensuring faster processing, accuracy, and consistency. With AI-powered capabilities, feature-rich applications, and top-tier customer support, XfilesPro ensures that your document management isn’t just efficient - it’s a competitive advantage. Let’s transform how you handle documents in Salesforce. XfilesPro isn’t just about documents - we offer a complete data management suite for Salesforce and other AI-powered applications. Explore other XfilesPro products: ✔ DataArchiva Archive - Compliant & cost-effective data archiving (native & external cloud) ✔ DataArchiva Backup - Automated data, metadata, file backup (external cloud) ✔ Xmailbox - Virtual mailbox for Salesforce, powered by AI ✔ Xtract - Effortless data extraction & OCR app, powered by AI More info: www.xfilespro.com

Average Rating: 4.8/5.0

Total Reviews: 72

123PAS

123Proposal Automation Software, Inc. (123PAS.com) specializes in Proposal Automation. 123Proposal has designed tools that work with the Microsoft® Office Suite, specifically, Word and Excel, to Automate Critical Parts of the Proposal Process.

Acquirell

Acquirell is a procurement technology suite solution tailored to Small and Mid-Market businesses that allows increasing the real value through the procurement process automation within one system. The product solves the following problems that SMB faces in terms of procurement: *Inability to manage the procurement process with traditional tools like Excel and paper sheets. *Inability to manage company’s purchasing requirements due to complexed approval processes. *Significant time waste due to manual execution of all procurement processes including sourcing events. *Miscommunication within a company and with the suppliers due to inconvenient use of various communication channels. Acquirell possesses the following modules that allow to solve problems mentioned above: REQUIREMENTS PLANNING Collect and manage purchase requisitions from all departments and employees in order to get rid of complicated need approval algorithms and purchasing of superfluous items. E-PURCHASING Automate PO creation and approval by the controllers with a fully integrated procurement system to reduce rework and errors. CONTRACT LIFECYCLE MANAGEMENT Ensure compliance through automating all stages of working with contracts to reduce time consumption and minimize errors by virtue of the manual workflow elimination. E-SOURCING Source the strategic key items at the best offering through conducting instant e-sorcing events: forward auctions, reverse auctions, Dutch auctions, and RFx events. SUPPLIER BASE MANAGEMENT Document all supplier communications and relationships within one database and develop real strategic relations with the qualified suppliers. SPEND ANALYTICS Automate data collection to calculate procurement expenses. Track and control the expenses in order to adjust the procurement strategy.

Average Rating: 4.5/5.0

Total Reviews: 1

Advisr

Advisr helps sales organizations become more efficient and effective in their sales engagements. In just minutes or less, the technology recommends the right data-driven product mix for every campaign, enabling sales teams to capture more revenue and increase share of wallet. Our platform also automates pre-sale workflows, freeing up sales teams to work faster and pitch more business, while giving managers visibility into every sale.

AI-powered end-to-end proposal software

LotusPetal AI is the end-to-end RFP platform built for small and mid-sized businesses that want to win more deals without burning weeks on every proposal. Powered by our Containerized Proposal Intelligence Core, LotusPetal AI automates the entire RFP lifecycle. From surfacing the right opportunities to drafting tailored responses, checking for compliance, and refining every section with conversational prompts. With built-in machine learning, interactive guidance, and domain-specific intelligence, we help lean teams go from "Where do we start?" to "We're submitting the proposal" in a fraction of the time. Key capabilities: ✅ AI-powered opportunity discovery ✅ Smart opportunity scoring and prioritization ✅ Long-form proposal generation ✅ Compliance checks ✅ Real-time proposal editing with conversational AI prompts

Ansarada Procure

Ansarada Procure is a specialized software platform designed to streamline and secure the procurement processes of large, complex infrastructure projects. It offers a comprehensive suite of tools that enhance efficiency, compliance, and collaboration throughout the procurement lifecycle.

Average Rating: 4.9/5.0

Total Reviews: 6

Answertree

ApeiroCraft

ApeiroCraft is a proposal and CRM tool built for freelancers and digital agencies. Send a proposal link, see the moment your client opens it, collect e-signatures, and convert accepted proposals to invoices in one click. One flat workspace subscription — never per seat.

ApModulus

Generate and send your quotes in no time with your product catalog available anytime and anywhere you go.