Conga CLM is a robust contract lifecycle management software solution designed to streamline and automate the entire contract management process, from creation to renewal. This comprehensive platform addresses the complexities of contract management, making it an essential tool for businesses aiming to enhance their contract operations. By focusing on efficiency, risk reduction, and improved visibility, Conga CLM empowers organizations to optimize their contract processes effectively. Targeted primarily at legal, procurement, and compliance teams, Conga CLM is suitable for businesses of all sizes that require a systematic approach to managing contracts. The software is particularly beneficial for organizations dealing with a high volume of contracts or those that operate in regulated industries where compliance and risk management are critical. Specific use cases include automating the contract approval process, managing supplier agreements, and ensuring compliance with legal obligations, all of which contribute to a more streamlined workflow. Conga CLM boasts a variety of key features that enhance its functionality and user experience. One of the standout features is its automated workflows, which facilitate various stages of contract management, including creation, negotiation, approval, and renewal. By automating these processes, Conga CLM minimizes manual effort and errors, significantly accelerating the contract lifecycle. Additionally, the software's integration capabilities allow it to seamlessly connect with existing CRM, ERP, and other enterprise systems, ensuring a smooth flow of data and enhancing overall productivity. The incorporation of AI-driven tools further distinguishes Conga CLM in the contract management landscape. These tools are designed to extract critical contract data, manage risks, and provide actionable insights for informed decision-making. By identifying key terms, obligations, and potential risks within contracts, users can navigate complex agreements with greater ease. Furthermore, the centralized repository feature ensures that all contracts and related documents are securely stored and easily searchable, promoting better organization and enhanced security for sensitive information. Conga CLM also supports real-time collaboration among internal teams and external stakeholders during contract review and negotiation, which helps to reduce approval delays and fosters alignment among all parties involved. The self-service capabilities enable teams to generate standard contracts independently, reducing reliance on legal resources for routine tasks. Lastly, the software provides status visibility with real-time updates on contract progress, allowing teams to track and manage contracts effectively while keeping stakeholders informed throughout the process.

Iris is an AI-native deal desk platform that empowers teams to automate high-quality responses to RFPs, security questionnaires, DDQs, RFIs, and other buyer-facing documents. Designed for modern sales, marketing, and compliance teams, Iris streamlines every step of the response process—eliminating bottlenecks, reducing manual work, and ensuring consistency across all deliverables. With Iris, users can quickly generate first drafts using AI trained on your organization’s institutional knowledge and past responses. This helps teams save time while still delivering tailored, accurate content. The platform provides a centralized knowledge base, giving your team a single source of truth that evolves with your business. As your team inputs new content, Iris learns and improves—adapting to your tone, industry, and security or compliance standards. Whether you’re answering a complex RFP, completing a time-sensitive vendor security questionnaire, or managing due diligence documents, Iris makes the process collaborative and efficient. Multi-user access allows cross-functional teams to work in parallel, assign tasks, and maintain version control—no more chasing SMEs or managing fragmented responses in spreadsheets and email threads. Iris also includes a powerful content library so teams can quickly reuse top-performing answers, ensuring quality and consistency across every response. Built-in tagging, custom instructions, and template management make it easy to standardize how your team responds to different types of questionnaires and requests. By reducing time spent on repetitive content creation and increasing submission quality, Iris helps teams respond faster, win more deals, and deliver a smoother buyer experience. Whether you're a lean team managing a few proposals or a large organization responding at scale, Iris grows with you. Iris is particularly well-suited for a variety of use cases, including RFP automation, security questionnaire responses, compliance workflows, and AI-powered proposal management. Whether a small team is managing a few proposals or a large organization is responding at scale, Iris is designed to grow with the user’s needs, ensuring that quality, accuracy, and brand consistency are never compromised. Iris is built for teams that want to move fast—without compromising on quality, accuracy, or brand consistency.

Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations.

fynk is more than just contract management. Built with powerful AI at its core, it seamlessly imports and integrates your existing and external contracts into powerful workflows: create, automate, manage, collaborate, and sign - all in one platform!

FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience they love. Whether you're looking to explain your pricing, create a modernized sales proposal, or need a CPQ alternative, IQ has you covered.

Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost.

Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm_source=g2&utm_medium=affiliate

AutogenAI, headquartered in New York, NY, is at the forefront of AI proposal writing and management innovation, offering solutions that allow users to rapidly draft competitive, winning proposals and manage all aspects of the RFP process at unparalleled speeds. Say hello to an AI-powered proposal platform that will take you from requirements to a high-quality, compliant first draft in just four clicks. Customers using AutogenAI significantly accelerate their capture and proposal process, increase their win rates, and empower their proposal teams. Developed by world-class AI engineers, award-winning proposal and grant writers, and industry-defining linguistic experts, our team has been in your shoes and we understand exactly what it takes to succeed. With AutogenAI, you gain more than just the ultimate tool for writing winning words; you forge a partnership with experts dedicated to your success. Unlike traditional project management software with bolted-on AI writing capabilities, AutogenAI integrates advanced project management functionalities directly onto its powerful AI writing tool. As a result, it stands as the only specialist proposal writing software that is AI-first, providing a seamless end-to-end tool for all proposal and RFP management needs. AutogenAI transforms the way our customers work, with results that include: - 70% increase in drafting speed. - 85% increase in productivity. - 241% increase in success rates. - 100% increase in bids submitted. AutogenAI doesn't just help you write quickly - it helps you write to win. No matter your sector. No matter your size of business. We power growth.

Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster.

Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control.

Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team.

Cacheflow helps SaaS companies close more deals, with less admin work throughout your quote-to-cash process. From one link, your customers can review quotes, select payment options, e-sign, and expand or renew their subscriptions. Rather than relying on multiple tools to get a deal closed, Cacheflow manages quoting, e-sign, payments, usage-based billing, subscription management, and renewals from one platform (and integrates with your CRM and accounting system). Save 100’s of admin hours per year with our APIs and workflows, and win more deals by providing a better buying experience to your prospects.

AutoRFP.ai delivers AI-powered RFP automation that helps sales & bid teams win more deals with exceptional RFP responses in a fraction of the time. Unlike legacy systems that rely on outdated libraries, AutoRFP.ai harnesses the full power of AI to automatically generate comprehensive RFP responses in seconds. Our AI engine instantly: - Analyzes requirements - Searches your content - Drafts tailored responses using your company's unique terminology and tone. Key Differentiators: Immediate Time-to-Value: Generate complete draft responses for hundreds of requirements in seconds, not days. Superior Accuracy: Our AI engine provides transparent "Trust Scores" for each response, showing confidence levels based on your source content. Seamless Collaboration: Purpose-built workflows unite bid teams, subject matter experts, and reviewers with real-time progress tracking. Multi-Format Support: Easily handle Excel, Word, PDF, and online portal submissions through our powerful browser extension. No Library Maintenance: Eliminate time-consuming content reviews with our library-less approach that learns from each approved response. Intelligent Conflict Resolution: AI automatically resolves content conflicts based on recency and context, reducing manual review requirements. Customers report dramatically reduced response times (60% average time savings), increased bid participation rates (30% more RFPs completed), and improved win rates (10%+ uplift) after implementing AutoRFP.ai. AutoRFP.ai is SOC2 & ISO 27001 certified, placing security and privacy at our core.

Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com.

Minoa is a San Francisco based value enablement platform helping sales teams to build business cases that drive higher sales efficiency and bigger deals. In times where procurement and finance teams are scrutinizing more deals, delivering ROI and a strong business case is more important than ever. Sales leadership teams use Minoa to enable their team to build consistent and formulaic business cases that align with modern buying committees.