Page 4 - Top Dasseti Alternatives

Proposeful

Proposeful

proposeful.com

Proposeful is the perfect solution to send proposals and contracts, track when clients open them and close sales faster with electronic signature.

DeepStream

DeepStream

deep.stream

With DeepStream you can finally save your procurement team from wasting their time running source to contract processes using manual tools, and get them back to strategic work that will add business value. As a best-of-breed e-sourcing platform, we are poised to help teams move from business requirements to awarding suppliers and managing contracts - plan your RFx processes and invite, assess and negotiate with suppliers all within our cloud-based platform. Everything you need for your sourcing process: Pre-Qualification Build custom supplier onboarding questionnaires and engage confidently with the right suppliers every time. RFx Standardize your Requests, keep your communication in one place and evaluate your suppliers with ease. eAuctions Save hours of negotiation time – and reduce your spend significantly – by inviting suppliers to compete online, in real-time. Contract Management Create contracts from your awarded RFx and experience efficient and auditable source-to-contract processes. Management Reporting Actionable and informative insights on your RFx processes – enabling you to make informed sourcing decisions. AI Supplier Discovery Tell us your requirements, hit search and explore a list of new suppliers in just minutes. Integrations Fast, cost effective and resilient, we make integrations easy – and can integrate into any modern software. Get ready to simplify your source to contract processes enabling you to save time, reduce spend and transact with confidence.

QorusDocs

QorusDocs

qorusdocs.com

QorusDocs is a Seattle, WA based AI-powered proposal management software provider that automates the creation of critical RFP responses and proposals that stand out and win deals. The company supports enterprise proposal and sales teams from companies like WSP, MinterEllison, Insight, CDW, Kramer Levin, Panasonic, Canon, Ricoh, and more. Revenue teams can produce more proposals faster, speeding deal velocity, increasing win rates and reducing cost of sales. Learn more at www.qorusdocs.com

RevOps

RevOps

revops.io

RevOps is the modern Deal Desk platform with a simple mission: enable businesses to build a scalable Deal Desk operation that helps their sales organizations close more deals faster, unify branding, reduce contract errors, and provide a centralized agreement repository. ***Collaborate, Price, Quote*** Create deals collaboratively, without the back-and-forth emails and Slack messages. -Contextual deal-making -Audit trail of changes -Granular approvals ***

Revv

Revv

revv.so

Revv pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. Whether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated. Revv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. Integrate business apps with Revv to simplify complex tasks and run your document workflows seamlessly. Revv is an all-in-one, no-code document workflow automation platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. BENEFITS: BETTER GOVERNANCE AND COMPLIANCE - Revv complies with ESIGN Act, UETA, and eIDAS regulation, which makes all eSigned documents legally binding. Revv meets all the requirements of electronic signatures. - Intent to sign: Revv confirms the signers’ intent by requesting signers to submit the electronic signatures. - Consent to do business electronically: Revv meets the consent requirement by asking signers to confirm their signatures before submitting the document. Revv also gives recipients an option to decline the signature request. - Signature attribution: Build document control with a full audit trail of each transaction. Revv satisfies signature attribution by capturing and storing all actions with the date and time stamps, signers' details, and IP addresses. - Record retention: Revv automatically creates a copy of signed records and sends it to both the sender and the recipient to maintain their transaction proofs. POWERFUL FEATURES TO CREATE NEW POSSIBILITIES WITH ELECTRONIC SIGNATURES & MAXIMIZE THE BUSINESS BENEFITS - - Create dynamic fields as form fields in the template and speed up your document creation process. Use the chosen template, add custom details in the form fields, and send it to customers to fill in the required information, and eSign the documents. - Flexibility to upload & send your PDF or DOCX files, edit them, and send for electronic signatures. - Gather crucial data from the signers in the form of text or image using the ‘Fill and Sign’ feature. - Ready-to-use templates and a rich editor to instantly create and customize business documents and increase business conversion rates. - Automate sending a document to multiple recipients using the Bulk Send feature and increase your productivity. - Configure eSignature workflows by integrating your everyday business apps through Zapier, Retool, and Native APIs, and save more time, money, and resources. - Liberty to choose the signature type - click-to-sign, draw a signature, or click-to-initial. - Real-time tracking and analytics to intervene and engage customers at the right time. - Multiple choices to get documents signed online via email, shareable links, fillable web forms, or API integrations. UNPARALLELED SECURITY - - Compliance with global and local eSignature laws and latest industry standards. - Two-factor (SMS and email) authentication to guarantee the identity of the signers. - High-level security with AWS global cloud certification (CSA, SOC 1, SOC2, and ISO 27001) to protect your data at every step. - PCI DSS compliant payment gateways LIFE-TIME STORAGE - Revv provides cloud-based storage that keeps your records safe, organized, and easily accessible - forever. ENHANCED CUSTOMER EXPERIENCE - - Send documents instantly to mobile devices via SMS, and reduce customer drop-out rates. - Collaboration features to interact with customers and team members within the documents and accelerate the signing process. A DIY PLATFORM THAT REQUIRES NO CODING SKILLS - Revv is very simple to use and easy to navigate. Its intuitive interface requires no external help or special skills. A SUPPORT SYSTEM BUILT TO EMPOWER CUSTOMERS - - A customer support team of experts that go above and beyond to empower your business. - 24/7 chat support - Multi-language support for documents - Support for designing and creating templates - Help center, support articles, and videos to guide you throughout the process

WorkRails

WorkRails

workrails.com

WorkRails’ Services CPQ helps enterprise technology companies build professional services quotes quickly and easily. We are ideal for teams who sell complex services but struggle with accuracy and timeliness. The WorkRails Services CPQ platform standardizes how services are sold, allowing for repeatability, scale and revenue acceleration. WorkRails breaks down the silos between Sales, Professional Services, and their Clients, connect to other systems of record, eliminate double entry and errors, and makes selling easy. WorkRails integrates with your existing tech stack including out of the box integrations with Salesforce.com, Conga, and Microsoft Dynamics. More than 40,000 Professional Services quotes have been configured with WorkRails’ Services CPQ. WorkRails customers have cut service quote creation time from weeks to hours, reducing overall sales cycle times, increasing product adoption and lowering churn.

DocSales

DocSales

docsales.com

SALES CLOSING ON AUTOPILOT: DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents.

Oneflow

Oneflow

oneflow.com

Oneflow is a platform that automates the entire contract process from start to finish, all in one place. Turning clunky, static contracts into helpful, truly digital contracts that feel like magic. Processes are faster, decisions are better, and deals are quicker. It’s an easier, smoother, and smarter way for teams of all shapes and sizes to handle their contracts. Try Oneflow free at oneflow.com

Growjo

Growjo

growjo.com

Growjo tracks the fastest growing companies and startups in the world using annual revenue, competitor analysis, “number of employees” growth, funding news, sales & financials, valuation increases and other growth triggers.

Identifee

Identifee

identifee.com

The Engagement Platform for Financial Services Deliver a connected experience, with automated data-driven insights and bite-sized training. Wow your customers, grow revenue and deposits.

Finpace

Finpace

finpace.com

Finpace builds compliance-centric, automation software that automates workflows and eliminates time waste for financial advisory teams and their customers.

LeadCenter.AI

LeadCenter.AI

leadcenter.ai

The first AI-powered financial advisor sales and marketing automation platform that helps financial advisors automate sales and marketing processes to increase the conversion rate of leads to business.

Zapflow

Zapflow

zapflow.com

Zapflow is a power tool for professional investors purpose-built for deal flow, deal and portfolio management. It gives you more control; helps you make better decisions; and saves you time and stress.

Altvia

Altvia

altvia.com

As the technology pioneer for private capital markets, Altvia is at the forefront of driving innovation that empowers GPs to deliver a best-in-class LP experience. Altvia's purpose-built and fully integrated technology platform helps to simplify data complexity, efficiently raise and deploy capital, and deliver a modern LP experience. With an unwavering commitment to service excellence, product innovation, and a deep understanding of the industry's unique needs, Altvia has become a trusted partner for firms looking to optimize processes and stand out in the competitive market.

MarktoMarket

MarktoMarket

marktomarket.io

MarktoMarket is a data and analytics platform designed to help M&A professionals generate better ideas, faster. Our software connects advisers and investors to the UK’s most comprehensive and easily searchable database of private company intelligence.

Jacobi

Jacobi

jacobistrategies.com

Jacobi streamlines multi-asset investment processes with a customizable cloud-based platform for portfolio design, analysis, and engagement. Jacobi is a pioneer of “front office-to-client” integration and digitization which sits above and across traditional bottom-up portfolio management applications. With Jacobi asset managers can scale, bespoke, forward looking and historical analysis and therefore better managing portfolio risk to objectives. Jacobi is built for client engagement allowing users to showcase their investment processes using interactive, white-labelled dashboards, apps and reports. Jacobi provides its technology to top-tier investors across the globe, including wealth managers, asset owners, asset managers and investment consultants. Jacobi is headquartered in San Francisco with offices in Australia, and London, UK.

Databento

Databento

databento.com

Databento makes it simpler and faster to access institutional-grade financial data. Its self-service model allows users to instantly pick up live exchange feeds and terabytes of historical data for US equities and futures—and only pay for what they use. Databento’s servers are hosted in the colocation facilities of various trading venues for low-latency and high-fidelity data capture, direct from the source.

BeyondIRR

BeyondIRR

beyondirr.com

At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs, RIAs) so that they can deliver a better experience to their clients. We intend to assist them with technology-enabled and insights-driven capabilities on markets, investment products as well as client portfolios. We also aim to provide them access to products that are currently accessible to only a select few, so that they can offer such niche products to their clients.

PrivCo

PrivCo

privco.com

Discover valuable insights into the financial health, market position, and growth trajectory of private companies in the U.S. with PrivCo - your go-to source for industry-leading intelligence. Our platform provides comprehensive coverage of truly private companies, which make up the majority of U.S. businesses, and are often overlooked by other deal-focused resources. Whether you're looking for new targets or need to augment your due diligence, PrivCo offers the data and analysis you need to make informed decisions.

Kwanti

Kwanti

kwanti.com

Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics solution aids financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals. Features: * Portfolio drill-down allocation, stress tests, performance, risk, hypotheticals, optimization, blended benchmarks * Custom client proposals and reports with built-in PDF editor * Integrations with third party vendors and custodians Visit Kwanti.com today for a free 30-day trial!

Sourcescrub

Sourcescrub

sourcescrub.com

Sourcescrub is the market-leading Deal Sourcing Platform for investment and M&A teams who need the most complete, accurate, and connected view of private markets. Using a proprietary Expert-in-the-loop AI process, Sourcescrub weaves more than 190,000 information Sources and 15M companies into a web of insight in our AI-powered platform to discover, track, and engage the best targets.

Proposable

Proposable

proposable.com

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.

Pitch Power

Pitch Power

pitchpower.ai

Generate business services proposals and discover leads for your independent, agency or enterprise using Pitch Power’s fine tuned AI software. Save time. Increase volume. Convert more. Win back your time.

Estii

Estii

estii.com

Estimation software for solution providers. Estii helps service businesses estimate, price and win more profitable business. Sales, solutions and delivery teams can collaborate on estimates in real-time, iterating on scope and schedule and exporting high quality commercial proposals in an instant.

Bidhive

Bidhive

bidhive.com

Plan, manage and track your company’s bid management activity all in one place. Bidhive has been developed specifically to help organisations unify their sales, pre-contracts and bid teams to make the time-sensitive bid process faster and more efficient. We go a step further and provide executives with a single source of critical win-loss insights for analysis and reporting. The benefits of using a platform such as Bidhive include efficiency gains to provide return on bidding investment, and better insights to inform bidding strategy. Bidhive provides complete oversight of the formal bid process end-to-end, with: - best practice tools and templates to guide strategy, information gathering and proposal development - timeline, milestone scheduling and status updates to streamline the management multiple bids simultaneously, and - reporting insights that provide visibility into win rates, contract award values and business line performance.

Tango

Tango

tangoagreements.com

Client engagement software for creative agencies. Streamline proposal approval, automate invoicing and payment, and simplify purchasing of add-on services.

RFP360

RFP360

rfp360.com

RFP360 empowers sourcing and procurement teams to centralize their RFx issuing process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. In addition to making smarter buying choices, customers improve efficiency, mitigate risk and increase engagement when issuing RFPs, RFIs, vendor assessments and more. Our request management software introduces digital transformation and automation into sourcing routines. With full-circle features like a template library, workflow, scoring and messaging, buyers and sellers easily collaborate and communicate in one place throughout the purchasing lifecycle. And at every step, RFP360 ensures strategic decisions are informed, objective and fair.

ProPricer

ProPricer

propricer.com

ProPricer is a proposal pricing software built to produce solutions to maximize efficiency and accuracy in the development, submission, evaluation, negotiation, and audit of proposal pricing. From storage of historical proposal data to ease of generating various reports, ProPricer empowers Government Contractors to quickly and easily build custom proposals, perform what-if analyses, and integrate all proposal data—all with one software platform. Launched in 1984, ProPricer is trusted by organizations worldwide, including the top 10 U.S. Defense Contractors. The company thrives on turning its customers’ needs into product features and enhancements that benefit all current and future users of ProPricer. Visit us at https://www.propricer.com to learn more. Some of ProPricer’s benefits include: - Streamlining the contractor’s proposal pricing process standardizing pricing. - Saving time; the user can respond to more RFPs in less time and win more contracts. - Offering a collaborative working environment. Multiple pricers and estimators can work on different aspects of the pricing at one time. - Producing custom reporting and outputs required in the RFP. - Updating a rate once and have it reflected throughout the proposal. - Eliminating formula errors that can happen in spreadsheets.

iQuoteXpress

iQuoteXpress

iquotexpress.com

iQuote Xpress is a web-based SaaS application which enables businesses to automate their sales estimating process using the latest internet technology. Sales personnel is able to easily and quickly generate sales proposals which are more detailed, accurate and include product marketing information. iQuote Xpress users enjoy an enhanced image as professional communication is consistently delivered to the customer.

Acquirell

Acquirell

acquirell.com

Acquirell is a procurement technology suite solution tailored to Small and Mid-Market businesses that allows increasing the real value through the procurement process automation within one system. The product solves the following problems that SMB faces in terms of procurement: *Inability to manage the procurement process with traditional tools like Excel and paper sheets. *Inability to manage company’s purchasing requirements due to complexed approval processes. *Significant time waste due to manual execution of all procurement processes including sourcing events. *Miscommunication within a company and with the suppliers due to inconvenient use of various communication channels. Acquirell possesses the following modules that allow to solve problems mentioned above: REQUIREMENTS PLANNING Collect and manage purchase requisitions from all departments and employees in order to get rid of complicated need approval algorithms and purchasing of superfluous items. E-PURCHASING Automate PO creation and approval by the controllers with a fully integrated procurement system to reduce rework and errors. CONTRACT LIFECYCLE MANAGEMENT Ensure compliance through automating all stages of working with contracts to reduce time consumption and minimize errors by virtue of the manual workflow elimination. E-SOURCING Source the strategic key items at the best offering through conducting instant e-sorcing events: forward auctions, reverse auctions, Dutch auctions, and RFx events. SUPPLIER BASE MANAGEMENT Document all supplier communications and relationships within one database and develop real strategic relations with the qualified suppliers. SPEND ANALYTICS Automate data collection to calculate procurement expenses. Track and control the expenses in order to adjust the procurement strategy.

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