Salesforce CPQ automates quoting, contracting, and the ordering processes. The solution improves sales productivity and helps you close more deals without ever leaving Salesforce. Fully native on the Salesforce platform, Salesforce CPQ delivers next-generation CPQ which is 5-10x easier to implement than legacy CPQ applications.
Loved by Sales, Customer Success and Marketing - Turn better buyer journeys into more revenue with trumpet's Pods. Create hyper-personalised and interactive microsites that close more deals, quicker. Accelerate your sales cycles from cold outreach through to onboarding by centralising your buyer journeys with one link. - 35+ Integrations (Salesforce, Hubspot, Pipedrive, Slack, Calendly, Chili Piper and more) - Automatic branding and personalisation - Easily build Pods using drag and drop Widgets such as Mutual Action Plans, Voice Notes, Timelines, Pricing Modules and more - Gather analytics on how your prospects and customers are interacting and engaging with your Pod - Used for Cold Outreach, Proposals, Deal Rooms, Post-Demo Flows, Onboarding and much more.
Qondor is a cloud based Meeting and Event Management enterprise platform. Qondor offers software solutions to meeting planners & event planners for Project Management, eProposals, online attendee registration forms, onsite check-in, mobile schedules, payments and business analytics.
seProposals allows you to point and click to create proposal content and assemble proposals in a visually stunning PDF document that can be professionally printed, output on your office printer, or emailed.
QorusDocs is AI-powered proposal development software that automates the creation of strategic sales responses that stand out and win deals. Personalized for each prospect, proposals are professional, on brand, and error free, and include content proven to lead to better win rates. Easily produce high quality proposals that give your team the best chance to win.
The Proposal Writing Recipe gives you step-by-step instructions for turning an RFP into a winning proposal. Our recipe gives you the perfect blend of ingredients to produce compliant results every time.
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com
AutogenAI gives you the strongest competitive edge, through crafting high-quality bids, proposals and tenders with the power of augmented intelligence.
Altum Grants Management is a web-based software providing the core workflow, tasks, online forms, contact management and other components supporting the grantmaking process from end to end.
Tiled is a microapp platform proven to drive engagement and deliver insight. Tiled microapps drive sales, improve the customer experience, deepen understanding, and align teams. Common use cases for microapps are sales presentations, proposals, case studies, trainings, playbooks and more.
BuzzBoard provides a generative AI-powered sales platform to make sales reps more confident and more successful with highly-personalized selling content across media types.
Go from the chaos of spreadsheets to an all-in-one event management tool where you can track inquiries, send proposals, and get paid - all in one place.
Save 12 hours every week and increase sales by 40% on average with the #1 event management software for independent restaurants and hospitality groups.
Conga Composer makes it easy for Salesforce.com users to create sophisticated documents and reports using their data in Salesforce CRM with just a few clicks.
Smart Pricing Table is an interactive proposal and scope of work (SOW) software designed to streamline the proposal creation process for agencies, firms, and professional service providers. By offering reusable components, customizable templates, and interactive options, it enables users to build detailed, client-driven proposals efficiently, reducing the time spent on proposal generation by up to 90%.
Key Features and Functionality:
- Reusable Line Items: Create a library of pre-defined services that can be quickly inserted into any proposal, ensuring accuracy and scalability.
- Powerful Templates: Develop ready-to-use templates for common project types by combining content blocks and service packages, facilitating rapid proposal assembly.
- Interactive Proposals: Allow clients to select optional add-ons and upsells through interactive checkboxes, enhancing engagement and increasing deal sizes.
- Price Visibility Controls: Customize what clients see by showing or hiding individual line items and sections within the proposal.
- Discounts & Price Adjustments: Easily apply discounts, rush fees, or adjustments to accommodate project complexities without disrupting the proposal structure.
- In-App Proposal Sending: Send proposals directly from the application or via custom links, providing a seamless and branded client experience.
- CRM Integrations: Integrate with platforms like HubSpot, Pipedrive, Zoho CRM, and Salesforce (beta) to synchronize data and streamline workflows.
Primary Value and Solutions Provided:
Smart Pricing Table addresses common challenges faced by service providers, such as time-consuming proposal creation, scope creep, and limited client engagement. By leveraging reusable components and interactive features, it reduces the time spent on drafting proposals, minimizes unpaid work, and empowers clients to customize their service packages, leading to higher conversion rates and increased revenue. The software's user-friendly interface and integration capabilities ensure a smooth workflow, allowing businesses to focus more on delivering value to their clients.
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
Complete questionnaires faster. Close more deals.
This agent answers your RFPs and InfoSecs, follows your users where they work, and unlocks real-time collaboration. Put your questionnaires on auto-pilot and say goodbye to stale data.
Provide a richer customer experience by empowering your sales team and partners to offer complex product configurations, optimized pricing, and great-looking proposals.
Symbe is an AI-powered, Collaborative Business Case Platform that helps companies automate and standardize the creation of compelling business cases and proposals, empowering sales teams to perform at the highest level.