Hubspot
hubspot.com
HubSpot offers a full platform of marketing, sales, customer service, and CRM software — plus the methodology, resources, and support — to help businesses grow better. Get started with free tools, and upgrade as you grow. With Marketing Hub, all your marketing tools and data are on one easy-to-use, powerful platform. You’ll save valuable time and get all the context you need to provide a personalized experience that attracts and converts the right customers at scale. Plus, marketers can keep data at the center of everything they do because Marketing Hub is built as part of the HubSpot CRM platform. When using the full CRM platform, marketers can achieve unparalleled alignment with sales to prove ROI and validate investments. Whether it’s strategies, services, or software — HubSpot allows you to scale your company, not complexity. HubSpot has everything you need to grow better.
Zoho CRM
zoho.com
Run your entire business with Zoho's suite of online productivity tools and SaaS applications. Over 50 million users trust us worldwide.Try our Forever Free Plan!
Salesforce
salesforce.com
Salesforce.com, inc. is an American cloud-based software company headquartered in San Francisco, California. It provides (CRM) customer relationship management service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development. In 2020, Fortune magazine ranked Salesforce at number six on its 'List of Top 100 companies to work for', based on an employee survey of satisfaction.
PandaDoc
pandadoc.com
PandaDoc is American software company providing SaaS software. The platform provides sales processes software. PandaDoc is based in San Francisco, California with main offices in Minsk, Belarus and St. Petersburg, Florida. document automation software as a service with built-in electronic signatures, workflow management, a document builder, and CPQ functionality.
Zoho CRM Plus
zoho.com
Zoho CRM Plus is a unified CX platform that empowers your sales, marketing, and support teams to work as one, on a single interface.
Accelo
accelo.com
Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.
Qwilr
qwilr.com
Increase deal velocity, get buyer insights from content, and give reps more time to sell. How? Turn sales material into beautiful, automated web pages. Build a memorable sales experience with the perfect proposal, pitch, sales quote, customer onboarding page and more. Every Qwilr page you send is a beautiful, interactive web page, with interactive media, intelligent tracking, and automation. Say goodbye to your static PDFs and hello to the impressive sales power of Qwilr. With Qwilr, you can: Create custom and interactive sales material that impresses buyers: Send a URL instead of endless attachments. Share product demos, pricing, extra services and watch buyers interact with an experience that feels personalized for them. Keep every page consistently branded: Standardize all your sales material with our brand editor that applies your fonts and colors to every page
DealHub.io
dealhub.io
DealHub delivers a complete quote-to-revenue solution designed to drive sales processes forward faster. As the only low-code commerce engine that balances customizability with business agility, DealHub empowers mid-market and enterprise leaders to streamline their teams and processes, execute deals faster, and create predictable pipelines more effectively. With CPQ, CLM, Billing, and Subscription Management solutions powered by an intuitive Sales Playbook, teams can issue proposals, close deals, manage contracts, and automate their subscriptions and billing from one unified location. DealHub also centralizes buyer/seller communications and delivers everything needed to close deals in a digital DealRoom. Integrating with leading CRMs, like Salesforce, HubSpot, Microsoft Dynamics 365, SugarCRM, Freshworks, and trusted by revenue experts such as WalkMe, Gong, Drift, Hopin, SpotOn, Sendoso, and Braze, DealHub ensures faster time to value with one fluid revenue motion.
Quoter
quoter.com
IT Sales Quoting Software will never be the same. Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting software for sales teams. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before.
FastSpring
fastspring.com
FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience they love. Whether you're looking to explain your pricing, create a modernized sales proposal, or need a CPQ alternative, IQ has you covered.
Proposify
proposify.com
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.
Pricefx
pricefx.com
For Enterprises facing pricing challenges, who need to reliably accelerate profitable growth, and want precision, visibility, and efficiency in their pricing execution, Pricefx is The cloud pricing optimization, management, and CPQ platform that provides a transparent and responsive solution to price right, every time.Unlike Excel, home-grown tools or legacy Gen1 solutions, our product is the pricing platform for you to dynamically plan, price, and profit. Our suite includes 3 packages solutions designed to work seamlessly together to deliver a complete enterprise pricing capability: Plan Package: Industry leading analytics with pre-built integrations for SAP, Salesforce, SugarCRM and many other critical data systems. Analyze and generate segment-specific optimized pricing and push it to your price lists, CPQ, ERP, and Digital Commerce systems. Gain accurate insights into your pricing, margins, customer, and product segments while analyzing and identifying pricing opportunities. Price Package: Define and manage your pricing strategy and calculate, simulate and publish all types of product prices. Manage promotions, discounts, campaigns, and special pricing, at any level of complexity, from one place. Utilize A.I. Optimization to achieve ideal outcomes across your entire price waterfall. Profit Package: Empower your sales team to respond to requests faster, quote with high accuracy and confidence, and win more deals.Create, calculate, track and manage rebates, bonuses, and credits while integrating with your accounting system. Eliminate complex claims and ship & debit processes. Validate your distributor claims management with speed and accuracy.
EZLynx
ezlynx.com
With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. Let EZLynx do the work so you can focus on selling and growing your book of business. We want to earn the title of your most productive employee every single day. EZLynx drives the success of over 37,000+ agencies with: EZLynx Rating Engine EZLynx Rating Engine™ is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Cross-carrier personal lines quoting has never been simpler. EZLynx Management System EZLynx Management System™ leverages client and policy data to maximize your agency's ability to retain current customers while acquiring new business. Find your customer's quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information synced from your daily policy downloads.
BlueSnap
bluesnap.com
The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. 1. Finance & Billing Automation (AR, AP, Invoices, Subscriptions, Payments): Fully automated AR Collections drastically reduces time to payment (DSO). Our advanced rules engine delivers the right message at the right time automatically, ensuring the highest likelihood of payment, while enabling prompt, efficient customer communication. Never have another vendor payment not accounted for, assign vendor bills for review and approvals. Leverage our workflow automation and approval engine to route all your bills for optimized payments. Enable subscription/recurring billing, progress billing, invoice creation, automatic payments, payment plans, late fees, coupons, online billing and interactive customer portals, all integrated and synced with your current accounting and CRM systems. Payment tokenization and automated failed payment recovery ensures no payment is missed and all data is secure. 2. Sales & Success Automation (QTC, CPQ, NPS, eSign): Automate quotes for prospects, control your pricing and close deals faster with our QTC and CPQ features. Everything from creating a quote to collecting cash from customers. Empower your sales and success team to handle the QTC process and remove departmental bottlenecks. No more second-guessing, let your sales team handle all aspects of new contract creation within a clearly defined framework - from quote to eSignature and payment. Share all historical communication data, files, documents, invoices and contracts across your whole team from the customer manager. Use Armatic's build in contact center to communicate with your customers. Leverage the Armatic Net Promoter Score engine to join companies that have grown 2x faster vs the competition. Empower your teams to make better decisions backed by customer feedback. 3. Human Capital Automation (eNPS, Employee Advocacy, Contracts, eRecords): Measure and improve your employee satisfaction with the Armatic employee NPS. Create communication feedback loops with your employees to drive loyalty and employee engagement. Amplify your companies social reach with Employee Advocacy. Leverage the social networks of your employees, by providing them an easy way to share approved company information. Your companies social posts reach a magnitude of prospects and potential new hires. Provide your HR team and managers across your organization a solution to eSign, store and manage securely all employee contracts. Share all historical communication data, files, documents, employee contracts and NDAs across your whole team. The Armatic employee contact manager provides your team instant and easy access to all employee relevant information, including communication data, contracts, and HR related notes.
Zendo
getzendo.io
Zendo is an all-in-one software for streamlining selling services, from custom, and productized to subscriptions. It helps entrepreneurs and agencies speed up their internal processes with the help of automation. Create your own workflows, automatically generate invoices, and boast a professional-looking Service Catalog, where your clients can easily make a purchase. It's a simple and elegant solution that instead of a dashboard, proposes a chat as a center of operations, where each new client's request creates a conversation thread. It's where you send quotes, invoices, payments, and messages. Forget about switching between tabs or apps entirely and do everything in one place. Zendo can be made your own with a variety of white-label options, from custom domain to branded colors and even your own, personalized chatbot! Gather your team and make your business thrive in this easy-to-use, intuitive software.
Zoura
zuora.com
Zuora Billing is enabling companies to monetize new innovations fast, while scaling and automating billing processes. Companies leveraging Zuora Billing are able to unlock new growth strategies with 50+ out of the box pricing models, configurable discounting, and billing triggers. Pricing is sychronized with Zuora CPQ to support direct sales, APIs to support consumer channels, and the abiltiy to enable self serve and partner portals to nurture customers across any sales channel. Last, Zuora Billing allows companies to automate their billing operations at scale by automating prorations, orchestrating provisioning, general ledger interation, connecters to tax engines, and support for 40+ payment gateways.
Apparound
apparound.com
Apparound is the all-in-one sales tool that digitizes, accelerates and manages the entire sales journey, from the presentation of marketing materials to the configuration and collection of the order. Apparound's key features are: Content sharing: distribute marketing materials in digital format, such as brochures, catalogs, product specifications, presentations, videos, price lists and promotions simultaneously to your sales team. Easily search for any content and send it by email with a simple click. Quote Configurator: create error-free quotes including multi-product offering, optional services, bundles, discounts and promotions. View the finalized offer during the negotiation with the customer, finding the solution tailored to his needs and send it by email. Electronic signature: the contracts can be signed from anywhere and anytime directly on the seller’s device, alternatively, customers can sign contracts easily in self-service using the OTP authentication. Other modules available are Sales Tracker, Data Manager, Web Client and Solution Advisor. Sales Tracker is a dynamic dashboard for sellers to track quotes and customers. Data Manager consists on surveys and quizzes that enable the seller to collect data during field activities. Web Client enables the use of Apparound from any computer browser. Solution Advisor is a step-by-step, needs-based guided selling tool for defining the best fitting products. Customer journeys can be configured with specific business needs questions and relevant content. It recommends products based on customer needs. Apparound works as a native app on smartphones and tablets: iOS, Android, Windows are fully supported. The app is designed to be customer facing, works offline and provides content and real time quotes without a connection. It is compatible with the most popular CRM and ERP systems (Salesforce or MS Dynamics CRM systems) and supports easy connectivity to your back-office software.
Paperless Parts
paperlessparts.com
Paperless Parts is on a mission to help job shops, contract manufacturers and finishing companies improve and grow their business by providing them with the most advanced, secure, cloud-based estimating and quoting system available. Paperless Parts is an estimating and quoting platform that supports all kinds of manufacturing processes such as CNC lathe, CNC milling swiss screw machining, sheet metal fabrication, additive manufacturing, wire EDM, waterjet, laser cutting, and cast urethane. Paperless Parts is more than just a quoting tool, but a sales, pricing, and revenue generation tool. The Paperless Parts software streamlines manufacturers’ existing workflows by combining modern business process automation tools with a configurable geometric pricing engine that drives speed and consistency in the quoting process. The platform integrates with CRM and ERP systems to supercharge front office operations and sales teams, and enables more efficient responses to RFQs for a variety of manufacturing processes. Manufacturers across the U.S. have analyzed over 1 million job files using the platform and are winning over $1 billion worth of orders a year.
DigiFabster
digifabster.com
DigiFabster is a subscription-based instant quotation and eCommerce solution for CNC and additive manufacturing shops. The cloud-based software allows for immediate quoting and online payment, while also analyzing and fixing CAD and other 3D printable files, ensuring parts are correctly oriented and manufactured. DigiFabster’s back-end system provides you with all the flexibility you need, allowing you to determine costs for machine time, materials, labor, finishing and more. You can create rules for discounts and add a premium for quick turn times. The software supports 10 technologies with multiple pricing and discount options. DigiFabster’s CRM is specifically designed to address needs of machine shops and service bureaus. These powerful tools allow you to be connected to your customers 24/7, without the labor and expense. Our fully documented API allows you to utilize the data with other software like ERP, accounting or shipping.
Elfsquad
elfsquad.io
Elfsquad CPQ is for the manufacturing industry. Our CPQ software connects the sales- and production processes, and enable your sales team, dealers and even customers to configure complex products without errors. Elfsquad generates a flawless quotation document, that seamlessly meets customer demand. Integrate with your existing IT-infrastructure for error-free production. Elfsquad CPQ is implemented by people who know sales, and does not require any programming knowledge.
vloxq
vloxq.com
Create quotes in minutes with vloxq CPQ! Our solution is fully customizable and easy to deploy. It’s about time that your high-performing sales reps stop wasting time on sales administration and instead save 90% of their time with automation. Replace legacy systems, spreadsheets, document templates, manual data transfers etc. vloxq can automate several steps in the process when creating a quote by combining i.e. product information, calculation spreadsheets, and legal documentation (see screenshots). By simplifying this process you can increase your average order value, create more accurate forecasts and eliminate unnecessary and risky manual work. Integrate vloxq with your existing systems such as Hubspot, Salesforce, Lime CRM, Upsales, GetAccept, Microsoft Business Central and more.
Subskribe
subskribe.com
Subskribe is the adaptive quoting, billing, and revenue platform for modern SaaS companies. Totally unified. No silos. Zero reconciliation, from quote to revenue. Designed in collaboration with some of the world’s leading SaaS companies, Subskribe helps businesses maximize revenue with innovative deal structures like ramp-up engagements, mid-term upsells, and flexible discounts. The result is faster time-to-market, increased top-line growth, and massive operational savings. Subskribe is designed for deals that evolve. It's built around a single repository of dynamic orders that can change over time, down to the individual line item. That means no more silos. No more confusion. No more need for manual reconciliation. Subskribe has only one product catalog and one pricing engine, and invoicing is order-line based, enabling ASC-606 compliant revenue recognition.
GeoQuotes
geoquotes.com
GeoQuotes is a robust quoting tool that supports all your quoting, and invoicing needs. Create quotes, track and monitor quotes for changes, customize layouts, store contact records, company records, set recurring quotes and expiry dates. In addition, Integrate with project management tools like Monday.com, CRM applications like SugarCRM as well as accounting tools like Quick Books.
Hive CPQ
hivecpq.com
HiveCPQ is a B2B eCommerce platform that streamlines your sales. Configure, Price, Quote (CPQ) to create a more efficient work environment and enjoy an order intake that is completely automated and tailored to your needs.
MonetizeNow
monetizenow.io
MonetizeNow, founded in January of 2021 and headquartered in Santa Clara, CA, is a full-cycle revenue automation platform built explicitly for B2B SaaS. MonetizeNow’s unified Quoting (CPQ), Billing, and Usage platform creates a streamlined Quote-to-Cash (Q2C) process that manages all price models and channels of sale without the need for point solutions within your GTM architecture.
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.
In Mind Cloud
inmindcloud.com
Manufacturing is complex. Selling it shouldn't be. In Mind Cloud is the scalable digital sales platform made for manufacturers. Our end-to-end sales software flawlessly aligns your customers’ goals with your production capabilities and unites all your sales processes on one platform. The In Mind Cloud Digital Sales Platform uses the cutting-edge performance of CRM, CPQ, and Commerce, to harness the power of your extensive product knowledge and intelligent analytics to improve sales. In Mind Cloud (www.inmindcloud.com) is an independent provider of a manufacturing sales platform with the mission to empower manufacturers. We are operating globally through our offices in Singapore, Germany, the US, and a high-value partner network.
Orgzit
orgzit.com
Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application.
Miraworks.io
miraworks.io
Miraworks is a SaaS multi-vendor IT infrastructure design & workflow tool. We help system integrators and enterprises accelerate solution preparation, reduce costs, and speed up time-to-value—by automating routine quotation and estimation tasks.
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