Canopy
Canopy is a cloud-based software for accounting firms that simplifies client management, tax workflows, document handling, and billing in one platform.
Storydoc
Storydoc is an AI-powered app for creating interactive presentations, proposals, and reports, integrating with sales tools for personalized content and analytics.
Dasseti
Dasseti is a software platform for institutional investors, facilitating data collection, analysis, and reporting throughout the investment lifecycle, including ESG data management.
Vidyard
Vidyard is a video platform that helps businesses create, share, and analyze personalized videos for sales and marketing purposes.
Lumin
Lumin is a cloud-based PDF editing and document workflow tool that allows users to edit, annotate, sign, and collaborate on PDF documents from any device.
Minoa
Minoa is a platform that helps sales teams create business cases to improve sales efficiency and secure larger deals.
Scaido.io
Scaido.io automates business sales processes, simplifying the preparation of quotes and proposals in integration with CRM systems like Pipedrive or HubSpot.
RELAYTO
RELAYTO transforms static PDFs and presentations into interactive content hubs, enhancing viewer engagement with no coding required.
ClientPoint
ClientPoint is a platform for managing business relationships, facilitating scheduling, communication, and document sharing for clients and prospects.
Mintlify
Mintlify is an AI tool that automatically generates accurate code documentation and descriptions in docstring format within popular code editors.
Oneflow
Oneflow automates the entire contract process, enabling creation, collaboration, signing, and management of contracts in a single platform.
Concord
Concord is a contract management tool that allows users to draft, negotiate, sign, and manage contracts collaboratively in one platform.
EZLynx
EZLynx is an insurance agency management system that integrates quoting, policy management, and client engagement tools to streamline operations for agents.
Quoter
Quoter is a quoting software for IT service providers that streamlines quote creation, management, and tracking while integrating with other business tools.
provakil
Provakil enhances legal operations by automating processes in dispute resolution, contract management, and intellectual property, providing insights through reporting.
Apparound
Apparound is a sales tool that digitizes and manages the sales process, allowing for content sharing, quote creation, electronic signatures, and integration with CRM systems.
Papernest
Papernest is an app that allows users to manage and switch various contracts and subscriptions, such as utilities and insurance, in one centralized platform.
DealHub.io
DealHub.io is a platform that streamlines the sales process through CPQ, contract management, billing, and subscription management, integrating with popular CRM systems.
BlueSnap
BlueSnap automates finance, sales, and HR tasks by integrating existing accounting and CRM systems, improving communication and workflow efficiency.
SuiteFiles
SuiteFiles is a document management platform that integrates collaboration, signing, and storage for professional services firms, enhancing efficiency and workflow.
Ignition
Ignition is a platform that automates proposals, billing, and payments for professional services, helping businesses get paid faster and streamline operations.
GeoQuotes
GeoQuotes is a quoting and invoicing tool that allows users to create, track, and manage quotes while integrating with project management and accounting applications.
Flowcase
Flowcase helps professional services firms create and manage resumes and case studies to improve their bid success rate efficiently.
Zendo
Zendo is an all-in-one app for managing sales services, automating workflows, generating invoices, and facilitating client communications in a chat-based interface.
DocuX
DocuX is an AI-powered platform for managing documents and contracts throughout their lifecycle, from creation to eSigning and archiving.
SpotDraft
SpotDraft is an AI-based contract management tool that automates contract workflows, streamlines processes, and integrates with popular SaaS applications for various business teams.
Paperless Parts
Paperless Parts is a cloud-based estimating and quoting platform for manufacturers, streamlining workflows and improving efficiency in pricing and sales processes.
Docmosis
Docmosis automates document generation from templates in Word or LibreOffice, integrating data to create letters, reports, and contracts in various formats.
iQuoteXpress
iQuoteXpress is a web-based app that automates sales quoting by allowing users to create, manage, and track proposals with accurate product information.
DocTract
DocTract is a cloud-based app for managing policies, procedures, and contracts, enhancing collaboration and document processing across various platforms.
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