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ClientSky

ClientSky Alternatives & Competitors

Top Alternatives to ClientSky

  • PandaDoc
  • Conga Document Generation
  • Qwilr
  • Proposify
  • Conga Contracts

Top 20 Alternatives & Competitors to ClientSky

    #1
    #1
  1. PandaDoc

    (669)4.5 out of 5
    Optimized for quick response

    PandaDoc is an app that lets you build, track, and sign your docs all in one place. Automate your workflow, discover what sells with built-in analytics, and get legally binding signatures in minutes.

    Categories in common with ClientSky:
  2. PandaDoc is an app that lets you build, track, and sign your docs all in one place. Automate your workflow, discover what sells with built-in analytics, and get legally binding signatures in minutes.

    Categories in common with ClientSky:

    TW
    I love how easy it is to have clients complete the documents I send them. I was struggling heavily with compliance and now it's up by almost 70%.
    #2
    #2
  3. Conga Document Generation

    (484)4.4 out of 5
    Optimized for quick response

    Conga Document Generation makes it easy for Salesforce.com users to create sophisticated documents and reports using their data in Salesforce CRM with just a few clicks.

    Categories in common with ClientSky:
  4. Conga Document Generation makes it easy for Salesforce.com users to create sophisticated documents and reports using their data in Salesforce CRM with just a few clicks.

    Categories in common with ClientSky:

    FS
    that you can choose multiple fields from SF and email directly
    18%   of software applications aren't well liked by teams using them.
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    #3
    #3
  5. Qwilr

    (386)4.5 out of 5
    Optimized for quick response

    Save time and win more work by replacing your sales documents with interactive & mobile-friendly webpages that plug into your systems and are as easy to build and reuse as they are beautiful.

    Categories in common with ClientSky:
  6. Save time and win more work by replacing your sales documents with interactive & mobile-friendly webpages that plug into your systems and are as easy to build and reuse as they are beautiful.

    Categories in common with ClientSky:

    UB
    Love the interface layout. Very useful and appealing.
    #4
    #4
  7. Proposify

    (354)4.7 out of 5

    Proposify helps sales teams streamline the process of creating, sending, and closing proposals, quotes, contracts, and other sales documents. It’s the simple way to deliver beautiful, winning proposals to your clients.

    Categories in common with ClientSky:
  8. Proposify helps sales teams streamline the process of creating, sending, and closing proposals, quotes, contracts, and other sales documents. It’s the simple way to deliver beautiful, winning proposals to your clients.

    Categories in common with ClientSky:

    Laura C.
    LC
    Once a template is made it is fairly easy to put a proposal together. I also like the tracking analytics-it is the main reason we use Proposify
    #5
    #5
  9. Conga Contracts

    (337)4.2 out of 5
    Optimized for quick response

    Conga Contracts is a solution that streamlines the contract creation and management process.

    Categories in common with ClientSky:
  10. Conga Contracts is a solution that streamlines the contract creation and management process.

    Categories in common with ClientSky:

    Olga J.
    OJ
    You can have different types of documents and merge Salesforce info without having to rewrite or type the info
    #6
    #6
  11. GetAccept

    (334)4.5 out of 5

    GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features.

    Categories in common with ClientSky:
  12. GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features.

    Categories in common with ClientSky:

    Michael L.
    ML
    the easy way to get your contracts signed no matter where in the world the company is, that you can follow what the customer spends the most time looking at in quotes and contracts.
    #7
    #7
  13. DocSend

    (306)4.7 out of 5
    Optimized for quick response

    DocSend tells salespeople how prospects engage with their sales material. Have the right conversation, with the right person, at the right time, and do business faster.

    Categories in common with ClientSky:
  14. DocSend tells salespeople how prospects engage with their sales material. Have the right conversation, with the right person, at the right time, and do business faster.

    Categories in common with ClientSky:

    AM
    The ease of creating links and then tracking results
    #8
    #8
  15. RFPIO

    (270)4.8 out of 5
    Optimized for quick response

    RFPIO is a cloud-based RFP software that eliminates the friction often associated with responding to Requests for Proposal (RFPs), through a no-nonsense set-up, simple and intuitive user interface, and robust integrations with Salesforce and Slack.

    Categories in common with ClientSky:
  16. RFPIO is a cloud-based RFP software that eliminates the friction often associated with responding to Requests for Proposal (RFPs), through a no-nonsense set-up, simple and intuitive user interface, and robust integrations with Salesforce and Slack.

    Categories in common with ClientSky:

    ET
    A reusable and manageable answer library allows for consistent responses while saving time. Templates allow for a consistent look and feel for response documents. Tech support is very responsive....Read more
    #9
    #9
  17. Loopio

    (265)4.7 out of 5
    Optimized for quick response

    Loopio’s response software streamlines the way enterprises respond to RFPs, RFIs, and Security Questionnaires. Why dig through past proposals, chase subject-matter experts, and spend hours updating old content when Loopio can help automate this for you.

    Categories in common with ClientSky:
  18. Loopio’s response software streamlines the way enterprises respond to RFPs, RFIs, and Security Questionnaires. Why dig through past proposals, chase subject-matter experts, and spend hours updating old content when Loopio can help automate this for you.

    Categories in common with ClientSky:

    Jeff U.
    JU
    Loopio allowed us to streamline our RFP process while improving the consistency and quality of our final product. The app alleviates some of the more tedious aspects of responding, making quick...Read more
    #10
    #10
  19. DealHub.io

    (253)4.8 out of 5
    Optimized for quick response

    Easy to set up and easy to use, DealHub award-winning Sales Engagement and CPQ platform lets you share relevant content, quickly produce error-free quotes, track buyer engagement and automate sales workflows and approvals. DealHub is fully native within Salesforce and Microsoft Dynamics CRM.

    Categories in common with ClientSky:
  20. Easy to set up and easy to use, DealHub award-winning Sales Engagement and CPQ platform lets you share relevant content, quickly produce error-free quotes, track buyer engagement and automate sales workflows and approvals. DealHub is fully native within Salesforce and Microsoft Dynamics CRM.

    Categories in common with ClientSky:

    UC
    Very organized and save lots of time during the sale process. We integrated into our CRM so no need to double upgrade 2 systems. The data that we collect during the sale process is great so we do...Read more
    #11
    #11
  21. Nintex Drawloop DocGen® for Salesforce

    (253)4.1 out of 5
    Optimized for quick response

    Nintex DocGen™ for Salesforce, formerly referred to as Nintex Drawloop, simplifies document creation in Salesforce using the same data and documents you use today. Quickly and easily merge data into any combination of Word, Excel, PowerPoint or PDF document templates.

    Categories in common with ClientSky:
  22. Nintex DocGen™ for Salesforce, formerly referred to as Nintex Drawloop, simplifies document creation in Salesforce using the same data and documents you use today. Quickly and easily merge data into any combination of Word, Excel, PowerPoint or PDF document templates.

    Categories in common with ClientSky:

    MB
    With a couple of clicks, we are able to merge hundreds of letters to hundreds of people into a single file, for easy printing and sending.
    #12
    #12
  23. Oracle CPQ

    (222)3.9 out of 5

    Oracle CPQ Cloud (Configure, Price, and Quote) helps you sell faster, easier, and with greater accuracy—from anywhere.

    Categories in common with ClientSky:
  24. Oracle CPQ Cloud (Configure, Price, and Quote) helps you sell faster, easier, and with greater accuracy—from anywhere.

    Categories in common with ClientSky:

    AM
    Oracle CPQ is a real powerhouse. It can be highly customized to meet the needs of your products / organization. And the pricing engine is extremely robust.
    #13
    #13
  25. ClientPoint

    (194)4.5 out of 5

    Proposal software for consistent, rapid proposal creation. Manage your reps pipelines and track what your clients viewed with proposal analytics.

    Categories in common with ClientSky:
  26. Proposal software for consistent, rapid proposal creation. Manage your reps pipelines and track what your clients viewed with proposal analytics.

    Categories in common with ClientSky:

    AM
    Time is of the essence, as we all know, and to save time is a big win for us at our agency. We choose ClientPoint for the seamless integration of the many pieces to a powerful proposal, such as...Read more
    #14
    #14
  27. QuoteWerks

    (174)4.3 out of 5

    QuoteWerks is a turn-key quoting and proposal solution with over 80,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes

    Categories in common with ClientSky:
  28. QuoteWerks is a turn-key quoting and proposal solution with over 80,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes

    Categories in common with ClientSky:

    JS
    It’s just super helpful for everyday stuff
    #15
    #15
  29. RFP360

    (171)4.4 out of 5
    Optimized for quick response

    Whether you're an RFP Issuer (Procurer) or a Responder (Vendor), RFP360 is end-to-end online RFP management software that improves the process -- and results. For everyone.

    Categories in common with ClientSky:
  30. Whether you're an RFP Issuer (Procurer) or a Responder (Vendor), RFP360 is end-to-end online RFP management software that improves the process -- and results. For everyone.

    Categories in common with ClientSky:

    Francesco G.
    FG
    Ease of use, clear cut features, helpful client success team, constant webinars / info sessions highlighting RFP process. The tagging features as well as ability to cut and paste from previous...Read more
    #16
    #16
  31. Oneflow

    (150)4.4 out of 5
    Optimized for quick response

    Oneflow makes contract handling easy and efficient for everyone involved in one powerful workspace.

    Categories in common with ClientSky:
  32. Oneflow makes contract handling easy and efficient for everyone involved in one powerful workspace.

    Categories in common with ClientSky:

    AP
    Sökbart, enkelt att navigera och att det är visuellt nice
    #17
    #17
  33. ConnectWise Sell

    (133)4.0 out of 5

    ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting platform that accelerates the quote-to-cash process and enables it to run smoothly. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.

    Categories in common with ClientSky:
  34. ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting platform that accelerates the quote-to-cash process and enables it to run smoothly. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.

    Categories in common with ClientSky:

    UI
    I like that CW Sell/Quosal Sell, integrates with my vendors. It keeps track of updated pricing and has accurate descriptions. I also like that I can add additional PDF documents with quotes when...Read more
    #18
    #18
  35. KBMax

    (91)4.5 out of 5
    Optimized for quick response

    KBMax is Cloud CPQ with 3D UI & CAD Automation

    Categories in common with ClientSky:
  36. KBMax is Cloud CPQ with 3D UI & CAD Automation

    Categories in common with ClientSky:

    ES
    I really like having the multiple development environments and the simple promotion through environments, this aligns with our overall technical approach.
    #19
    #19
  37. Proposable

    (74)4.3 out of 5

    Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals, to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.

    Categories in common with ClientSky:
  38. Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals, to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.

    Categories in common with ClientSky:

    UC
    I love the way that these proposals look in the end. The ability to have videos included is different and helps catch the customer's eye.
    #20
    #20
  39. Huddle

    (69)4.1 out of 5

    Huddle makes it easy to create secure, cloud-based Workspaces where you can collaborate on documents with teams and clients.

    Categories in common with ClientSky:
  40. Huddle makes it easy to create secure, cloud-based Workspaces where you can collaborate on documents with teams and clients.

    Categories in common with ClientSky:

    IR
    Legal documents all in one place and secure