Page 6 - Top ClientPoint Alternatives

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

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.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

Bigtincan

bigtincan.com

Bigtincan is helping the world’s leading brands facilitate the buying experience of the future. Everything we offer is designed to be smart, flexible, and easily adapted to unique business processes with highly personalized experiences that people and brands love. We’re on a mission to help companies deliver branded buying experiences that are engaging, personalized, provide value and guide people to the best decisions with confidence. Innovative companies like Nike, Guess, Prudential, and Starwood Hotels trust Bigtincan to enable customer-facing teams to intelligently prepare, engage, measure and continually improve the buying experience for their customers.

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 ***

Docsmore

docsmore.com

Docsmore is a cloud based solution that allows users to easily and securely collect, manage, and report data from document transactions. With Docsmore, you get more out of your documents by the following: * FORM.FILL.SIGN - With Docsmore, the process of setting up a form and sending to users to complete or sign is simplified. Use our platform to easily upload a document, specify form fields/signage, and send to users for completion. Present forms to your users the most natural way possible - the actual document itself. * COLLABORATION - Share and Collaborate with multiple users in real time. Designate each field to a unique user for a powerful collaboration experience. * TRACK DOCUMENT - No more phone calls to your clients asking whether they have downloaded the form and read through it. With Docsmore, you get real time notifications as soon as the client opens the document. Track progress and status of all your documents via Docsmore's robust Dashboard functionality. * POWERFUL REPORTING - Docsmore comes with an impressive reporting tool. All data entered by your clients can be easily available for search purposes by simply turning on the feature. It can be controlled down to specific field in your document so you only make it report ready for the ones you need making it very powerful. * PDF FORMS - Docsmore recognizes most pdf form fields and preserves the fields names when you upload your document. You can continue using your favorite tool to create pdf document with form fields without fearing of loosing them when you upload to Docsmore. * BRANDING - Docsmore can be integrated right with your application making it look and feel as part of your own application or website. We offer dedicated server and static IP, making scaling the product a breeze.

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.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.

Roi4Presenter

roi4presenter.com

ROI4Presenter is a web and mobile app for sales automation, lead generation and onboarding. The tool helps to save time and increase the efficiency of presentations to sales managers, marketers, HRs and everyone who actively uses presentations as a tool in their work. ROI4Presenter solves the problem of coordinating the presentation time between the presenter and the listener, because the latter can watch the presentation on their own at any time, without losing the possibility of personal communication, thanks to the built-in chat and the ability to call the presenter for live communication by voice or video. ROI4Presenter opens a new channel for lead generation, because a presentation can be made permanently available via a link or embedded on any web page of the site, while setting up the collection of listeners' contact information and receiving notifications when they start watching. ROI4Presenter saves the listener's time and increases the chances of being heard by the presenter, thanks to a special 'pitch' mode that allows you to get acquainted with the main content of the presentation in a few minutes. ROI4Presenter helps presentations get better by getting feedback from listeners. With ROI4Presenter you can add videos as a slide, convert video content into slides, add audio and FAQs to your presentations. And flexible access and presentation control settings allow you to tailor your presentations to your specific needs.

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.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

Impartner

impartner.com

Impartner is the fastest-growing, most award-winning provider of channel partner management technologies — including its flagship Partner Relationship Management (PRM) and Through Channel Marketing Automation (TCMA) solutions, which help companies worldwide manage their partner relationships, drive demand through partners, and accelerate revenue and profitability through indirect sales channels. Companies in Impartner’s customer base worldwide reported an average of a 32.3% increase in revenue and a 29% decrease in administrative costs in the first year of use alone. We understand that numbers speak louder than words and the results are in. We commissioned Forrester Consulting to conduct a Total Economic Impact™ study to examine the cost savings and benefits that companies can expect with Impartner.

TeamSystem

teamsystem.com

TeamSystem is a leading tech company in the market for digital business management solutions for companies and professionals. One of the most important Italian players in the ICT sector, the Company has over the years positioned itself as a true enabler of digital competitiveness for its customers by offering solutions for managing SMEs and professional firms (accountants, labor consultants and lawyers). With the aim of supporting the competitiveness of companies and professionals, the TeamSystem Group has also developed innovative fintech solutions for the management of collections, payments and bank reconciliations. In 2022, the Group recorded a turnover of 695 million euros, with direct offices serving more than 2 million customers operating on its digital and cloud platforms, where on average more than 415 million electronic invoices with a total of 850 billion euros transacted are handled each year. Thanks to a strategy of acquisitions aimed at strengthening the competitiveness of the group's offerings in the cloud and digital transformation, a series of operations to grow in certain vertical markets, and the establishment of new specialist companies, TeamSystem has steadily expanded its offerings, entering the fintech services, ecommerce, SME rating and HR management markets. The TeamSystem group has more than 2700 employees and has always invested in technological research and development. Some 730 software engineers, 80% of them agile, are working on the development of ever more innovative, secure and user-friendly solutions. TeamSystem's mission is to bring digital into every business, which is why TeamSystem works every day alongside customers, SMEs and professionals, to support their digitization programs, developing their competitiveness and making their processes increasingly agile.

SyncMonkey

syncmonkey.com

SyncMonkey’s core focus is to help MSPs and IT companies efficiently manage their precious information in order to simplify their operations. SyncMonkey provides a secure, versatile and easy to use documentation management system. It was designed by industry experts to serve as a centralized information management application for all technical resources (ie: IT Departments, MSPs) and their customers/stakeholders. The seamless integration of SyncMonkey into industry-standard solutions makes it a valuable fit in any IT environment.

ScanSearch

scansearch.com

Understand the enormous value of uploading your scanned and PDF documents to the ScanSearch cloud and then having those documents retrievable by any content on the page(s). -100% automated organizing, indexing, and saving. -Robust full text search. -Bank level security. -Unlimited users and departments.

RIB

rib-software.com

RIB - Byggeweb is a digital platform designed to facilitate construction project management and collaboration. It provides tools for professionals in the construction industry to streamline workflows, enhance communication, and manage project documentation effectively.

Q-Action

qflow.com

Q-Action® stands at the forefront as a premier commercial off-the-shelf Enterprise Content Management (ECM) solution. This innovative platform empowers you to seamlessly centralize your documents into a unified repository while customizing workflows to suit your unique needs. By harnessing the power of Q-Action®, you and your organization can expedite processes, eradicate the burden of paper, and foster enhanced collaboration across teams. In essence, it revolutionizes the landscape of document management, making it a swift and efficient endeavor.

OpenKM

openkm.com

OpenKM focuses on creating an Open Source Document Management System, which due to its characteristics, can be used in large companies as well as in SMEs. It is a very useful tool for Knowledge Management, Content Management, providing a flexible alternative and lower costs than other proprietary applications. The use of a Knowledge Management System in the company helps to manage, more efficiently, the collective intelligence that resides in the human resources of the company; This implies an increase of productivity in the short term. Through these systems, both information and knowledge generated in the organization are available globally.

Open Bee

openbee.com

Open Bee™ is a French publisher with 17 years of experience publishing document management software on the French market. Present in Europe, the United States and Asia, Open Bee™ offers a complete range of solutions and services ranging from document auditing to Cloud hosting in secure data centers. The Open Bee™ product range allows any organization to free itself from the constraints linked to the handling of paper documents and to optimize all of its documentary processes.

Built

builtapp.com

Built is a unique Position Intelligence platform that provides leaders with tools for organizational planning, scenario modeling, accurate headcount budgeting and reporting, and succession planning. Their innovative, position-centric approach differs from the traditional “people-first” focus of HR Tech, and gives business leaders a more holistic view of their organization. Their platform integrates with your HRIS, payroll, ATS, and other core systems.

EngineBox

equorum.com

EngineBox is a SaaS Cloud document management system with commercial-grade security. Now you, your vendors, and customers get mobile access to the documents and CAD files they need anywhere, anytime. No client installation requirements. All the engineering functionality you expect from an on-premise EDMS engineering workflow and document management system on the Cloud. Unlike on-premise systems, Cloud document management and workflow software doesn’t require you to supply or maintain your own servers, making it a cheaper, more secure, and more scalable solution for growing businesses.

Framesoft Document Management

framesoft.com

Framesoft Document Management (FDM) is a comprehensive software solution for professional & global content and collaboration management. FDM is designed to streamline the process of managing documents in a digital environment, enhancing both efficiency and security in an organization. FDM allows managing all types of electronic content. Content can be easily stored, tracked & searched via fuzzy / AI based full text search or by assigning keywords automatically. FDM involves a set of tools to o create, manage, and store electronic documents in a centralized location, enabling easy access via multiple channels, retrieval, sharing, and collaboration. Key Features: ** Digital Storage - FDM provides a centralized repository for digital documents of any type. This allows for easy storage, retrieval, and management of documents. It includes hierarchical storage, which means documents can be stored in folders and subfolders, facilitating an intuitive and structured organization. ** Advanced Search Functionality - A robust and comprehensive search engine including fuzzy / Artificial Intelligence (AI) based full text search and assigning keywords automatically. This feature enables users to quickly locate documents based on various criteria such as keywords, content, author, date, and more. Optical Character Recognition (OCR) technology can be integrated to allow for the searching of text within scanned documents and images. ** Access Control and Security - Security features include controlled access to e-Files and documents. Administrators can set permissions at various levels, determining who can view, edit, or delete documents. This ensures that sensitive information is only accessible to authorized personnel. Additionally, audit trails are maintained for monitoring and compliance purposes. ** Version Control and Audit Trails - Version control ensures that the history of changes made to an e-File or document is recorded and accessible. This feature allows users to revert to previous versions if necessary and provides a clear audit trail of edits, which is crucial for compliance and regulatory requirements. ** Collaboration Tools - FDM facilitates collaboration through features like document sharing, simultaneous editing, and commenting. These tools enable teams to work together on documents in real-time, regardless of their physical location. ** Workflow Automation and Integration - FDM Workflow automation tools help streamline business processes by automating document-related tasks such as approvals, notifications, and routing. Integration capabilities allows FDM to work seamlessly with other enterprise software systems like Contract Management Systems, Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems, enhancing overall productivity. ** Compliance and Retention Management - Compliance features ensure that the document management practices adhere to industry standards and legal requirements. FDM can automatically manage document retention schedules, ensuring that documents are kept for the required periods and disposed of appropriately. ** Mobile Accessibility - FDM is accessible via mobile devices, allowing users to access and manage documents anytime and anywhere. ** Customization and Scalability - FDM can be customized according to the specific needs of an organization. Scalability ensures that FDM can grow and adapt as the organization expands. ** Cloud-based Options - FDM is also offered as a cloud-based Software as a Service (SaaS) solution, offering the benefits of reduced IT overhead, scalability, and remote accessibility. These features allow users to control access to documents, track changes, and ensure compliance with regulatory requirements and industry standards. Furthermore, FDM helps any organization to reduce costs associated with paper-based processes, improve productivity, and enhance information security.

Fluid Topics

fluidtopics.com

Fluid Topics’ AI-Powered Content Delivery Platform (CDP) is a software solution that collects and unifies all types of documentation, no matter the initial source and format, and then feeds the relevant content to any digital channel, device, and application, in context with the users’ needs and environment. From software and electronics companies to hardware and equipment manufacturers, Fluid Topics supports tech organizations around the world in optimizing their content operations and making the most out of their tech doc. Their CDP is designed to integrate with your existing infrastructure and tools to enable dynamic publishing without disrupting the company’s writing process. Say goodbye to pre-generated HTML pages and rigid formats and hello to Content as a Service.

Feith Systems

feith.com

Feith Systems, founded in 1979, creates class-leading 5015.02 Records Management, and Enterprise Content Management solutions, including the comprehensive flagship Feith suite which integrates workflow, document and records management, self-service web forms, dashboard reporting, and more. Developing solutions for a wide array of companies, organizations, and government agencies worldwide that leverage existing ERP investments, Feith’s cutting-edge technologies provide streamlined, comprehensive solutions to even the most challenging business processes. Many of the most respected companies, organizations, and agencies in the world come to Feith to implement business process and content management solutions. Because of the customization and scalability of their core products, Feith is able to service industries in nearly every field, including the top names in insurance, healthcare, financial services, manufacturing, and technology, as well as district-level and higher education and many of the largest agencies in the U.S. Federal Government. The organizations that choose Feith are not just clients, but part of the Feith Development Community, playing an integral role in continuing to develop their products. That knowledge and expertise is passed along to you in every solution they create.

Document Logistix

document-logistix.com

Document Logistix is a document management software provider that helps to eliminate the use of paper and automate digital workflows to improve business processes. Their in-house development team have been innovators in digitisation for 25 years. They help organisations to enhance current systems or achieve digital transformation from scratch to increase productivity and (post Covid) to ensure business continuity. Document management technology has risen in strategic importance as a critical component of any business and is no longer only a source of cost efficiencies. They provide their scalable document management software to an ever-expanding range of SME and blue-chip clients around the world. Their flexible platform helps organisations to manage the full life-cycle of documents and data from capture and indexing, through workflows with thresholds and alerts, to auto-retention and deletion that ensure regulatory compliance. If required, they can migrate legacy paper records in their in-house scanning bureau to help organisations to centralise records quickly. Thereafter, integration with your organisation’s current systems is crucial to deliver a collection of individual services, such as document ingestion, access controls, search, and publishing features. This new breed of content services can contain a set of microservices as an integrated suite, or with common repositories, to accommodate different user types in your organisation. Their software powers the operations of many high-document volume businesses, including major logistics companies, retailers, legal and insurance firms, charities, tourist organisations, government departments and law enforcement agencies. Their office in the USA works closely with District Attorneys, energy companies and manufacturers. Document Logistix is committed to understanding your business and its needs in order to provide the best document management solution, and ensure a demonstrable ROI on your investment.

DocSuite

docsuite.io

DocSuite document management and process automation software. Smart Digital Transformation Assistant DocSuite is a global leader in information and data management. DocSuite allows workforce management across the board to find accurately correct information immediately and automate business operations, manage and replace them simple and safe to use to their fullest potential and enforce information control and you can work on the program from anywhere and at any device including your home and place of business, is where the business takes place. DocSuite encrypts and digitizes your information so that it can easily move between your decision makers - on any device, anytime, anywhere. This provides companies with a competitive advantage and a significant return on investment as they offer customers the best experiences and high quality work with lower risk.

ConnectFSM

connectfsm.co.uk

ConnectFSM empowers businesses within your sector to reach their full potential. ConnectFSM's solution liberates management and administrative personnel from the burdensome paperwork tied to service and engineering team management. This allows your team to dedicate more time to activities that boost productivity and profitability.

Collabware

collabware.com

Collabware creates intelligent ECM software for SharePoint that improves information and records management, and enhances the way people communicate, collaborate and consume information. Our software ensures regulatory and legal compliance, increases team productivity, protects sensitive data, and helps organizations quickly locate information needed to make better decisions. Headquartered in Vancouver, BC and operating out of Cambridge, MA, our team supports a wide range of customers including fortune 1000 regulated enterprises and public-sector organizations.

Baklib

baklib.com

Baklib is a professional knowledge base & help document creation software. * Knowledge Base: Knowledge base, large, multi-source documents, complex content. * Guide: Guide, manual, document, medium-sized, clear structure, easy to navigate, easy to search.

Messagepoint

messagepoint.com

Messagepoint is a leading provider of customer communications management software. Only Messagepoint harnesses AI-powered Content Intelligence to automate and simplify the process of migrating, optimizing, authoring, and managing complex customer communications for non-technical (business) users. Customers rely on Messagepoint's award-winning platform to consistently deliver exceptional, highly personalized customer communications across all platforms and channels.