Minoa Features
Document Creation (6)
Customizability: Variables and Fields
Define fields to pull in dynamic information.
Template Creation and Flexibility
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media
How well the platform supports images, audio, and video in proposals.
Online Document Creation
Create adaptive online documents for view via browser or mobile device.
PDF Creation
Create attractive PDF versions of proposals.
Custom Branding
Brand proposals and the application's portal with your company's logos and branding.
Workflow (3)
Document Builder Interface
Easily search for and add elements to a proposal.
Collaborative Creation
Multiple users can edit a single document.
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
Analytics (3)
Engagement Tracking
Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Administration and Platform (6)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
CRM Integration
Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration
Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
Push and pull data from quote applications to build proposals.
API / Integrations
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt.
Value Content Types - Value Selling Tools (3)
Business Case Creation
Ability to create customized business cases that demonstrate potential business impact of a product
ROI/TCO Calculators
Ability to create ROI calculators that showcase how value will be recognized more than cost
Post-Sales Value Realization
Ability to show post-sales how value has been received during customer lifecyle
Value Content Management - Value Selling Tools (6)
Content Editing
Ability to edit business cases and value analyses within the tool
Content Sharing
Ability to share value analyses with customers and prospects
Usage Analytics
Track utilization of value analyses generated by the team
Value Templates
Create templatized value analyses to easily edit and publish
Currency/Conversion Rates
Provide ability to leverage preferred currencies to portray value
Integrations
Ability to integrate with key systems such as CRM software
Agentic AI - Value Selling Tools (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives

