Odoo

odoo.com

Odoo is business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management. The Community version is libre software, licensed under the GNU LGPLv3. There is also a proprietary "Enterprise" version, which has extra features and services. The source code for the framework and core ERP modules is curated by the Belgium-based Odoo S.A.

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.

Fiverr Workspace

workspace.fiverr.com

The best client management tool for freelancers and small business. Smarter Invoicing, Proposals, Time Tracking, Payments & Contracts Formerly AND.CO.

Dropbox DocSend

docsend.com

Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information.

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

SalesRabbit

salesrabbit.com

SalesRabbit’s software helps field sales teams operate faster and smarter. Their solutions address all the major pain points of sales organizations with digital tools. Features like lead and area management, rep performance tracking, digital contracts, lead generation, and more. They also offer multiple add-on services such as a training library, geofenced marketing platform, and homeowner information to help you sell more intelligently. Most importantly, they work personally with you and your company to make sure you get the results you want. Learn more about them at salesrabbit.com.

Canopy

canopytax.com

Unclunk your accounting firm and manage your team, clients and tasks from a single, central hub. Canopy is the cloud-based, accounting practice management software built for tax, bookkeeping and accounting firms. Sending proposals, accepting payments, and everything in between - without extra logins, excessive clicks, or stress. The Practice Management Suite is built to suit your firm and offers everything needed to run a modern accounting firm, including Client Management, Time & Billing, Document Management, Tax Resolution (to name a few) and the workflows and automations to make it all easier. Unlock efficiency. Unlock meaningful client relationships. Unlock easily uploaded documents, automation, faster payments, and even AI. With Canopy, you can unlock the firm you’ve always wanted. Try Canopy for free for 15 days or talk with an account executive for a customized demo.

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.

ClientPoint

clientpoint.net

Their enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify

Bonsai

hellobonsai.com

Bonsai is a one-stop platform for creative and digital agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.

Vidyard

vidyard.com

Vidyard is the video tool built for virtual selling. It makes it easy to record and send videos that add a personal touch at all stages of the sales cycle–from prospecting to proposals. Backed by powerful video analytics and integrations, Vidyard is trusted by thousands of virtual sales and marketing teams across the globe to help them generate more leads and close more deals with video.

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.

Better Proposals

betterproposals.io

Better Proposals streamlines your entire sales process with modern, on-brand digital documents. Forget about using multiple platforms thanks to its integrations, tracking, analytics, and legally binding digital signatures. With 200+ pre-written and pre-designed templates for proposals, contracts, sign-offs, brochures, statements of work, and quotes, it enables you to create, send, and get your documents signed in minutes.

Quotient

quotientapp.com

Thousands of businesses choose Quotient to deliver 5-star quotes to their customers. Quotient organizes your sales process and makes you look good.

OnePage CRM

onepagecrm.com

OnePageCRM is the #1 action-focused sales CRM that helps small and medium-sized businesses stay in control of their sales. Focus on what needs to be done next, follow up with every lead, keep the team on the same page, and close more deals, one sales action at a time. Save time and automate your admin and data entry. Generate leads in a click from anywhere on the web. Reap the CRM benefits on the go with iOS and Android mobile apps. Create deals and send sales quotes in less than 37 seconds. Any questions? We offer support via email, phone, and chat.

Upwex

upwex.io

Browser extension that uses AI to improve results for freelancers and companies on Upwork. AI Tools for Upwork: job rating, proposal generation and CRM sync.

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.

Nusii

nusii.com

Proposal software for creative agencies and online businesses. Stop fighting with Word, Google Docs, and unruly PDF’s. Nusii is the fastest way to close your next deal. With professional proposal templates, notification system, proposal tracking, and online signing, we know we can help your business grow.

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rfpio.com

RFPIO provides RFP software that helps you improve the sales proposal process. Schedule a Demo to immediately reduce your RFP response time.

CV Partner

cvpartner.com

CV Partner is a SaaS tool to automate how you manage CV Resumes and Case Studies for bids and proposals. With CV Partner, you can tailor your company's CV Resumes and past projects/cases for tenders, bids or RFPs. Also, the tool allow for effortless tailoring and exporting of CVs and Case Studies to Word, PowerPoint and PDF, including client and bid specific templates 'at the touch of a button'. Customers who use CV Partner say they spend 50% less time updating, finding, tailoring and formatting CV Resumes and Case Studies, and is used by leading brands in the professional services industry such as PWC, Sweco, DLA Piper, Atkins, Capgemini, WSP, BDO, Multiconsult, to name just a few.

Vartana

vartana.com

Vartana is an all-in-one B2B enterprise sales closing and financing platform that simplifies how sales reps close deals and buyers pay by streamlining the closing process and eliminating payment term pushback.

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.

Momenteo

momenteo.com

Momenteo is a user-friendly solution meant for you. Simply keep track of your work done, expenses and travels in our beautiful calendar and let our free software generate your accounting.

uman.ai

uman.ai

By utilizing uman's AI assistant, companies can streamline key business functions such as proposal creation, client support and employee onboarding. It breaks down data barriers silos and boosts accessibility and reusability of information within the company. The result is less stress for sales, presales and consultants and higher productivity overall.

Apropo

apropo.io

Apropo is a proposal automation tool specifically for software development companies and specialists. Make your project estimates more accurate, win more deals and never miss the budget again thanks to real-time estimate vs. reality reporting.

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.

Storydoc

storydoc.com

Storydoc is the leading alternative to static PDFs and presentations for business professionals. From pitch decks and one-pagers to long-form reports and proposals, Storydoc makes it easy to create beautiful and engaging decks using AI. With powerful integrations to your sales and marketing tools, you can track and automatically personalize your decks to each lead. As well as adding actional next steps to immediately increase lead engagement and conversion.

Fresh Proposals

freshproposals.com

Fresh Proposals is online proposal management tool that allows sales team to craft stunning proposals with interactive quotes and eSignature to impress prospects. Use proposal insights to close more deals.

Scaido.io

scaido.io

A service for automating business sales processes, which speeds up and simplifies the preparation of quotes, estimates and commercial proposals, in conjunction with your CRM system, like Pipedrive or HubSpot

Minoa

minoa.io

Minoa is a San Francisco based value enablement platform helping sales teams to build business cases that drive higher sales efficiency and bigger deals. In times where procurement and finance teams are scrutinizing more deals, delivering ROI and a strong business case is more important than ever. Sales leadership teams use Minoa to enable their team to build consistent and formulaic business cases that align with modern buying committees.

Zbizlink

zbizlink.com

Zbizlink is a dynamic, cloud-based proposal management tool that combines six core business applications into a single software to help small to corporate proposal teams automate the proposal process. Zbizlink is all-inclusive. More than just a proposal management tool, it’s engineered to ease government and commercial proposals and support the full business development lifecycle with numerous super-smart, time-saving features – RFP Parser, global autofill, role-specific dashboards, customizable templates – and much more. Assess opportunities in no time. Discover partner potential and qualified resources. Finish the proposal 3Xs as fast – so your team can go home.

WBudget

wbudget.io

WBudget is an all-in-one web platform to create, edit and send quotes and sales proposals. It is a flexible platform that allows several integrations with other business applications through Zapier and Webhooks, empowering companies of all types and sizes. The average WBudget user creates and sends a proposal in under 5 minutes and can track remotely the approval and closing.

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

Bidsketch

bidsketch.com

Bidsketch proposal software lets you create, electronically sign, and track professional looking client proposals in 50% less time.

Jiga

jiga.io

Sourcing manufactured parts is a very manual, time consuming process. With constant back-and-forth with suppliers via emails and spreadsheets, supply chains become inefficient, slow and error-prone. Jiga makes sourcing parts fast and hassle free. Using Jiga you: -Find the right vetted suppliers -Communicate with them directly -Eliminate friction on quoting and ordering -Track quotes, parts, revisions and orders Supported manufacturing services include CNC machining, 3D printing, sheet metal, injection molding, custom PCBs and more.

Loopio

loopio.com

Loopio help businesses supercharge and scale their response process for RFPs, RFIs, Security Questionnaires, and more, helping automate and streamline this manual and time-consuming process. It all starts with our approach to content management, which gives your team on-demand access to the information they need to respond to RFPs or other questionnaires, and helps keep information up-to-date, organized and built to scale with your business. Our intelligent tools eliminate the tedious tasks that slow you down. With a single click of the mouse, our automation tool, Magic, begins completing your questionnaire for you, taking the first pass at answering common questions. Response Intelligence™, Loopio’s proprietary machine learning technology, surfaces insights and makes recommendations in the response process to help responders work smarter and create winning proposals, making it the easiest RFP Response solution to use on the market. The proof is in the numbers—Loopio customers get amazing results, including: ■ 51% more RFP responses completed ■ 85% win more business ■ 42% in time savings Loopio is trusted by 1,500 leading companies to respond faster, improve response quality, and win more business. We’d love for you to be one of them. Request a demo at www.loopio.com/demo to see how you can start streamlining your response process.

GetAccept

getaccept.com

GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts. With a comprehensive suite of features designed to increase win rates, GetAccept stands at the forefront of the digital sales transformation.

RELAYTO

relayto.com

EXPERIENCE IS THE MESSAGE. RELAYTO engages advanced algorithms to automatically revamp static content into interactive microsites that boost viewer engagement 24/7 - no coding required. Simply import your PDFs and presentations (and add any supporting content, text, web/social content, images, video, and audio) into its intuitive builder to assign interactive elements and publish to your team for instant viewing on desktop and mobile screens. RELAYTO's secret sauce: 1. Content Enrichment - Turn “digital paper” into digital experiences enriched with interactivity, non-linear navigation and media. 2. All-in-one Cloud Hubs - Convert files into super-intelligent URL optimized for omni-channel sharing, access & control. 3. Advanced Analytics - 360-degree analytics around engagement of your content for better optimization. Think of Optimizely for web content. With RELAYTO, you can create an unlimited number of public and private interactive experiences equipped with security, permissions and user management to control who has access to your content. Metrics deliver insights on 360 digital body language, activity and intent, summarizing when & where viewers spent their time, so you can prioritize your outreach efforts... and keep improving your content. In the background, RELAYTO is also creating a new digital medium for one-one interactive storytelling, focused on removing friction for both authors and readers.

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.

Ansarada

ansarada.com

Ansarada delivers secure, purpose-built software solutions for managing critical projects like M&A, capital raising, restructures, and infrastructure procurement. Our secure virtual data room is industry-leading, with advanced AI insights and automation, next-level Q&A and collaboration, plus purpose-built, digital, customisable workflows and checklists for M&A, capital raising, business audits, tenders and other high-stakes outcomes. Ansarada's mission is to raise and protect every company’s potential. We do this by offering free trials of our Virtual Data Room, 24/7 localised expert support around the work, integrated Q&A via email, AI-assisted deal prediction, plus easy drag-and-drop upload and superior document security controls. Our deal software draws on insights from over 35,000 transactions to deliver stronger business outcomes, based on best practices. More than just a virtual data room, Ansarada is a tool for end-to-end deal management, allowing always-on deal activity and secure file sharing. With over 15 years of experience, Ansarada’s software has a sophisticated simplicity that reduces transaction timelines and costs. Used by companies, governments and advisors in 180 countries worldwide, Ansarada makes it easier for dealmakers and business leaders to focus on driving successful results, in less time, achieving optimal transaction value.

Quick FPA

quickfpa.com

Quick FPA's free estimation tools will help you create a detailed project scope in very little time and ensure that your project stays within the budget.

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.

Propoze

propoze.app

Propoze is an easy-to-use proposal management software that allows users to quickly create and share sales proposals. It stands out among its competitors due to its simplicity and ease of use. Its drag-and-drop proposal builder helps users create proposals in just minutes - and every proposal looks visually stunning by default. Propoze is designed primarily for freelancers and small businesses. To help them gain more clients and grow their business, Propoze allows users, even in the free-forever plan, to create an unlimited amount of proposals and onboard an unlimited amount of clients. With Propoze, users can create and manage their own custom Services and Units - and they can add as many Clients to the app as needed.

Dasseti

dasseti.com

Dasseti (formerly Diligend) is an award-winning software provider that helps institutional investors, investment consultants and investment managers meet the rigorous demands for data collection, analysis, exchange, reporting and compliance at every stage of the investment lifecycle. Dasseti Collect allows allocators to streamline data collection and analysis processes through digitization, automation and collaboration. Dasseti ESG Collect is used by private market LPs to collect hard-to-find ESG data from GPs, or GPs collecting data from portfolio companies. Dasseti Engage allows asset and fund managers to improve investor relations by streamlining processes like: responding to client requests, delivering consistent information, distributing reports quickly and securely.

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.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.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.

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

Tango

tangoagreements.com

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

Clientary

clientary.com

Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client lifecycles from proposals and estimates, to time tracking, invoices and payments so you and your team have everything you need in one place. Clientary also includes a branded client portal to help you look professional to clients and prospects.

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.

Tilkee

tilkee.com

Tilkee fuels your business by empowering your Sales and Marketing Teams through reliable and actionable data. Tilkee increases efficiency for sales and marketing teams and generates data for organisations to better engage with prospects and clients. Using innovative tracking tools, AI-powered engagement analytics, and over 30 tool integrations including Salesforce and Microsoft Dynamics, the Tilkee platform increases sales management effectiveness and helps achieve higher seller productivity. Whether you use Salesforce, Oracle, Microsoft Dynamics or one of many other CRM tools, Tilkee’s sophisticated cloud-based solution analyses prospects’ interest using Augmented Intelligence and allows your sales teams to contact the right prospect at the right moment. Tilkee analyzes prospects'​ reading behavior to help you qualify in real-time their willingness to sign the deal.

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.

Ignition

ignitionapp.com

Ignition is an all-in-one platform for professional services that empowers businesses to get paid faster, and run smarter. Ignition automates and optimizes proposals, client agreements, billing and payment collection to put an end to late payments, unbilled work and mundane repetitive admin. Ignition also integrates with leading apps such as Gusto, QuickBooks Online, Xero, ProConnect, Karbon, Xero Practice Manager and Zapier to automate workflows and free up valuable time. Over 7,000 professional services businesses globally rely on Ignition to get paid faster for all of their work, run more efficiently, and become more profitable.

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.

Ombud

ombud.com

Built on a foundation of expertise in sales engineering & response management, Ombud serves enterprise-level RevOps teams. Our platform combines content collaboration, project management, & machine learning to streamline the creation of client-facing Sales & Business Development documentation. We move beyond basic automation & knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, & surpass growth goals. Ombud partners with medium to large enterprises, streamlining Revenue Operations processes related to Proposal Management, PreSales, Sales & Client Service organizations. Here’s how Ombud is different: ▸ Enterprise-Grade Platform: We are built for enterprise deployments, & are able to scale to that level of complexity. We successfully support global organizations across industries. Versatility Across Use-Cases: We are more than an RFP tool. Use-cases include RFX, InfoSec questionnaires, proactive sales proposals, SOWs & contracts, security documentation, POC frameworks & more. ▸ Search & Machine Learning: Our advanced search capabilities integrate curated & organic content, unlocking your team’s best work & easily surfacing it for reuse. Results compound & improve over time. ▸ Scalability & Growth: We built our product to scale with you. We do not cap users or concurrent projects. We do not charge per feature or present paywalls. We foster scaling adoption, we do not inhibit it. ▸ Change Management & Adoption: We are a high-touch partner. This spans implementation & change management, training, ongoing education & full-service import services. The result for global enterprises like Zendesk, UKG, Pegasystems, Anaplan, Sage and OneStream is a consistent message, faster turnaround time, and professional deliverables at each key step of the sales process. Ombud is headquartered in Denver, CO. To learn more, please visit https://www.ombud.com/

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

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.

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.