Discussões 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... Leia mais

Recomende acima da maioria dos outros softwares

Acho que a Microsoft está seriamente carente quando se trata de recursos para marketing por e-mail, por exemplo.

Na maioria das vezes, uso o mesmo documento para muitas pessoas, mas preciso alterar ligeiramente o documento dependendo da pessoa.

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?

Não há recurso de inserção no complemento do PowerPoint. Nunca abrimos o complemento durante as demonstrações do PowerPoint, pois ele não tem nada a oferecer.

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.

Quero tornar as propostas consistentes com a minha marca e, como usei um modelo, não tenho certeza da melhor maneira de fazer isso. Além disso, adoraria terceirizar a criação das propostas!!!

Pode a plataforma ser utilizada para a assinatura digital de recibos gerados pelo meu sistema de dados

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... Leia mais

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

Gostaria de poder receber documentos de clientes através do pandadocs para não ter que usar outro aplicativo.

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?

Quero tornar o documento das minhas propostas mais leve para que eles possam compartilhá-lo.

Você oferece uma taxa de afiliado se eu compartilhar o Proposify com outras pessoas?

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... Leia mais

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,... Leia mais

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

Continue o bom trabalho!

Quero atualizar toda a proposta como "completa" sem ter que marcar cada pergunta 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.

Talvez eu simplesmente não tenha essa opção.

Para explicar melhor meu ponto, ser capaz de recriar documentos dentro da plataforma. Como regularmente integramos novos clientes, ter uma maneira de editar documentos salvos diretamente na plataforma agilizaria ainda mais o processo. Atualmente, dependo do Google Docs ou do Microsoft Word para... Leia mais

Alguém pode, por favor, compartilhar qual é o preço do Clientpoint?

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

Construa sua biblioteca de conteúdo de RFP Importe e insira perguntas e respostas de RFP para reutilização. Use recursos de categorização e edição flexíveis enquanto mantém seu conteúdo. Corte e cole ou importe de arquivos .CSV.