Discusiones de Proposal Software

Hello. I am looking for some feedback on Auto-Respond. I respond to RFPs that all have an excel workbook to fill out with multiple tabs and a large number of fields (varying from ~1,500-3,000 fields). These excel workbooks tend to be similar but are not exact copies (tabs can be labeled and... Leer más

Recomienda por encima de la mayoría del otro software.

Creo que Microsoft carece gravemente de recursos para el marketing por correo, por ejemplo.

La mayoría de las veces uso el mismo documento para muchas personas, pero necesito cambiarlo ligeramente dependiendo de la persona.

Need funding for improvement of my projects

Is there any major upgrade coming soon to Qwilr that will be made specifically for the budget/pricing tokens?

No hay función de inserción en el complemento de PowerPoint. Nunca abrimos el complemento durante las demostraciones de PowerPoint ya que no tiene nada que ofrecer.

Beyond the standard reports, we are looking at better utilizing the reporting functionality to track and measure usage and activity.

It is stated that ECM is a use case for DocSend. It is not clear to me how it can be used for that purpose.

Sales module visualization are not very friendly and would help less tech-savvy team members adopt the tool faster. Sales teams are used to friendly looking CRM like Zoho and Hubspot. ODOO Sales' UI look a bit old and people can be reluctant to give a first try.

Quiero que las propuestas sean coherentes con mi marca y, como he utilizado una plantilla, no estoy seguro de la mejor manera de hacerlo. ¡¡¡Además, me encantaría externalizar la creación de propuestas!!!

Puede la plataforma utilizarse para la firma digital de recibos generados por mi sistema de datos

Scenario: I want to show a client a good, better, best offering for a tv commercial (3 packages). Within each package the client is shown the roles and day rates for each role for the production crew. Instead of having the client select multiple boxes wihin one package to indicate their desired... Leer más

Conga sign is not up to the mark and can be improved, can we expect it to work like docusign in near future

I send the same to document to multiple signatories so I tried creating one document and share it with multiple signatories and only one person could sign it, how do i change that?

I need more templates on Information Technology and Services

In terms of roadmap, what is next for the tool? Will we have more artificial intelligence or predictive models that help automate content creation? Any new features we hope to see soon?

We want to standardize the tags to classify knowledge so that only those defined by the "administrator" can be used

Me gustaría poder recibir documentos de los clientes a través de Pandadocs para no tener que usar otra aplicación.

Sometimes the value of a data needs to be queried before the conga button parameters are built and is mentioned in the parameters how do I get about that?

Quiero hacer más ligero el documento de mis propuestas para que puedan compartirlo.

¿Proporcionan una tarifa de afiliado si comparto Proposify con otros?

You can add sales tax to pricing tables, but sales tax doesn't reflect in the totals. -Pricing tables are very difficult to customize -Pricing tables that are longer than one page cannot flow into a second page. If you do want them to flow into a second page, you have to create a special type of... Leer más

Are you guys looking to get a better spreadsheet system?

RFPIO is the leading RFP response management solution and the industry's first AI-enabled RFP software, trusted by some of the world's smartest companies to manage responses to RFPs, RFIs, Security Questionnaires, and DDQs. Through robust and bi-directional integrations, with an open API,... Leer más

1. Can I get a blueprint view 2.Can I get Links and formulas?

¡Sigue con el buen trabajo!

Quiero actualizar toda la propuesta como "completa" sin tener que marcar cada pregunta como completa.

I want to turn-off a link that was created by a colleague but it is no possible. We are continuously working as a team and this has not allows us to speed up the process.

For example, creating folders with sales resources, use cases, investor's deck, and so on. I'd love to get automatic monthly reports. Maybe the option is there but I haven't found it yet.

I use Docsend for internal data rooms for our employees as well as attachments for investors that would like to look into our company for investments.

Quizás simplemente no tengo esa opción.

Para explicar mi punto más a fondo, poder recrear documentos dentro de la plataforma. Como regularmente incorporamos nuevos clientes, poder tener una forma de editar documentos guardados directamente en la plataforma agilizaría aún más el proceso. Actualmente, dependo de Google Docs o Microsoft... Leer más

¿Puede alguien compartir cuál es el precio de Clientpoint?

I think an installed version for Mac or Windows could be very useful. The web based application is very good!

Construye tu biblioteca de contenido de RFP Importa e ingresa preguntas y respuestas de RFP para reutilizarlas. Usa características de categorización y edición flexibles mientras mantienes tu contenido. Corta y pega o importa desde archivos .CSV.