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Proposal Management Software 2021: Ultimate Guide

A Proposal Management System (PMS) helps create the responses to the RFP in an easy and collaborative manner where there is a central repository of all information pertaining to the response at a glance. Typically a proposal would include information about the vendor, demonstrated knowledge about the business requirements and implementable solutions to address them, the methodology of providing solutions, team structure, pricing structure and quality processes for high-quality deliverables that need collaboration across many departments.

Learn how Proposal Management works and how to choose the right Proposal Management software.

Updated By Cuspera

Last updated: Apr 8, 2021

Proposal Management Software 2021: Ultimate Guide

What is Proposal Management?

Businesses constantly endeavor to expand their offerings, technology refresh enhancing their operations and support capacity and capabilities, to name a few. To achieve this they may have to go outside their organization who can provide these capabilities. In order to get this done, the business outlines its requirements in a detailed document in the form of a Request for Proposal (RFP), Request for Information (RFI) or Request for Quote (RFQ). An RFI typically precedes RFP or RFQ and is used where there are many potential vendors and not much is known about them. Once the RFI is completed, the next step would be to float a detailed RFP or RFQ and solicit responses from vendors providing these solutions and services.

These vendors respond to the RFP through a formal proposal document. A proposal puts the buyer’s requirements in a context that favors the vendor’s products and services and educates the buyer about the capabilities of the vendor in satisfying their needs.

Proposal Management is a key step in the process of acquiring business from a prospective buyer. Typically a proposal would include, but not limited to, information about the vendor, demonstrated knowledge about the business requirements and implementable solutions to address them, the methodology of providing solutions, team structure, pricing structure and quality processes for high-quality deliverables that need collaboration across many departments.

A Proposal Management System (PMS) helps create the responses to the RFP in an easy and collaborative manner where there is a central repository of all information pertaining to the response at a glance. It may be important to note that the RFP itself is a procurement process and its generation may not align in the context of PMS.

What is a Proposal Management Software?

In order to streamline the proposal creation process and minimize cumbersome data collection/reviews/updates/reconciliation through manual methods like emails, chats and verbal communication, organizations adopt software that helps the end to end process on a single platform. PMS helps organizations manage the proposal process with a view to increasing sales efficiencies through automation. Vendors may now quickly create strong proposals and responses to RFPs that are tailored to the needs of each buyer. It is essentially a content collaboration tool for teams like sales, marketing, and project delivery personnel to collaborate effectively to achieve the end result of addressing the requirements of the RFP. This software is mainly in the realm of sales and marketing.

Contract Management vs Proposal Management

It is worthwhile to differentiate the contract management software and PMS in that the former provides features like creation and management of contracts, service level agreements and procurement agreements that are legally enforceable whereas the latter facilitates the creation of a documented offering of products and services. A proposal would eventually lead to a contract. The other perspective is the CPQ software that is typically used in B2B scenarios that enable sellers to configure, quote and price specific goods only.

5 Benefits of Proposal Management Software

Standardized Proposals

Proposal Management Software comes with Proposal Generator modules that provide ready templates for various industry verticals. Using which proposals can be created with less time. Using standard templates allows organizations to achieve consistency in the proposal creation process.

Faster Turnaround Time

Proposal Management Software enables planning the customizable workflows between the different departments and stakeholders, automated reviews and triggers for action, implementing a master schedule to allocate tasks, track milestones, deliverables, and intervening processes. This eliminates bottlenecks in proposal creation, editing, reviewing and approval process. This provides faster turnaround time for proposal creation and salespeople can get the proposal out to the prospective clients.

I wish I had known earlier how limiting our previous processes were - that Word documents were handcuffing us. There’s just so much more you can do with a proposal if you get out of the mindset of PDFs and spreadsheets.

J B

Joseph Barnes

Director of Marketing Yellowstone Landscape

Centralized Repository of Proposal Artifacts

PMS facilitates proposal managers to centralize essential documents and templates. It saves time for the proposal manager by automatically managing version control of proposal documents. It enables an end to end view of the proposal lifecycle and its related set of activities.

Real-Time Monitoring

PMS delivers the real-time activity status the proposal managers need to know regarding who is writing and reviewing when they are done as well as where any bottlenecks are developing so that the potential hold-ups can be addressed before they become delayed.

Best Practices and Lessons Learned

The response to an RFP can be leveraged from a previously submitted response for a similar bid. What was the innovation proposed, what kind of productivity gains did you demonstrate, what was the value addition overall and what type of challenges were encountered that you would like to mitigate in other proposals?

At all times it is ensured that the latest versions are available and if the proposal is a collaborative effort between two or more companies, the tool will have all the relevant documents, best practices, and lessons learned in one single repository.

Which industries use PMS?

Since the aim is to win the business from a potential customer, some of the important industries where the software is widely used are listed below.

Construction

PMS can be used in the construction industry for commercial or residential projects, leasing or renting construction equipment, maintenance of the property and so on.

Hospitality & Event Management

For winning the business in the hospitality and event management sector, PMS will be suitable, for instance, when RFPs for country or global level events need to be responded to, proposal management software helps to create professional proposals.

Healthcare

There is an increasing demand for healthcare services world over and growth in related systems, equipment, and manpower.

Manufacturing

The complexity of the manufacturing industries makes them an ideal candidate for the adoption of PMS.

Services

Bidding for an RFP for any services project could necessitate the use of PMS. Some examples include IT services, auditing services, investment services and so on.

Who are the users of PMS?

The roles that the team would play, either manually or through the software, would by and large remain the same.

.

The key users would be sales and marketing personnel who are instrumental in the bidding process of an organization, along with the service/product teams from a delivery perspective who would eventually own the delivery to the customers. For example, the roles like proposal manager, reviewer, planner, document writer, technical analyst, sales manager, marketing manager, quality analyst and so on, would be applicable for any team that is part of the RFP response process.

Why Proposal Management is Important?

In a highly competitive market, the service provider who can first get the quality proposal delivered and within the stipulated time often is ahead of the game. With several interdependent teams involved in the bid process, like sales, marketing, project delivery, quality, operations, and senior management, the essence is to collaborate effectively and efficiently so that all stakeholders remain on the same page in terms of the expectations and deliverables.

Why Proposal Management is Important?

Key business problems addressed are:

Automated proposal collaboration and seamless integration between teams and sub-teams

Faster turnaround achieved through workflows, streamlining of processes and elimination of potential bottlenecks

Use of standardized and latest company approved proposal templates to avoid any misrepresentation to the buyer

Management dashboards and online reviews through the entire proposal lifecycle.

Greater productivity and quality achieved through the software. Reduction in review and approval time to the order of 65% is observed.

Role-based security controls access to pricing data, reference materials, and proposal documents or any other information you want to protect.

8 Key Features of PMS

Workflow Management

This is a key capability for Proposal Management software. Creation of workflows between dependent parties in the proposal creation process. This automated mechanism helps in streamlining the collaboration and keeps the involved parties informed about the activities assigned to them. Also, this helps the proposal managers to monitor the progress and achieve the expected outcomes.

Audit Trail

Audit trail helps to keep track of different versions of the documents and changes done and rollback to earlier versions.

Content Library

PMS provides a content library that includes pre-built templates, drag and drop interface and other documents needed to create the proposal. These templates speed up the process of proposal creation. Also, they come with industry-specific templates.

HubSpot and PandaDoc have changed our sales process entirely. We are now smarter, faster, and proud of what we are able to send to our prospects.

A B

Ashley Buckner

VP of Sales and Operations CARR Workplaces

Realtime Notification

The software comes with a notification mechanism that helps users to know when a proposal is opened, reviewed, commented on or completed. This helps to keep track of proposal management in real-time and remove any bottlenecks in getting it processed.

Document Analytics

Document analytics are important for salespeople to track the documents. They get to know how long the recipient spent time viewing the document, which sections were most viewed and spent time on. These analytics help salespeople to understand what is critical for their prospects and be prepared to deal with negotiations.

Document Management

PMS supports a central repository where all proposal documents and related artifacts can be stored and managed in a central location providing easy and secure access to users.

Electronic Signature

E-signatures are an essential part of proposal management. Some of the Proposal Management software comes with built-in e-signature support. This simplifies the end-user experience. However, if the organization has a central digital signature system, it should be possible for the software to provide integration. This is more common in the enterprise environment.

Integrations

Proposal Management software needs to integrate with other systems in the organization. CRM integration is necessary to pull customer data. Similarly, integration is required with CMS, project management and collaboration tools. Many popular PMS like Pandadoc, Proposify come with many native integrations.

AI in PMS

AI is emerging in all spheres of automation and PMS is no exception. AI provides a competitive advantage to the proposal team that leverages its full capabilities.

To have an effective AI, your content database needs to be organized and clean. This is a prerequisite to have meaningful AI in your PMS.

With AI, you can quickly leverage past RFP responses, are better positioned to analyze and make informed decisions about go/no-go for this RFP, your win percentage, skills needed, infrastructure support and so on. This also helps in overall strategic planning for the response as well.

The AI also takes over repetitive tasks like filling in common sections, content formatting, suggesting options to frequent situations experienced previously and so on. This greatly increases productivity, leverages best practices and reduces manual errors.

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Buyer’s Guide - 5 Factors to Choose Right Proposal Management Software

Standalone or Integrated

Buyers are recommended to consider peer reviews and expert opinions that are extensively available on Cuspera before making buying decisions. Cuspera’s AI based engine guides you through the requirement process to help you choose the right software.

Go to Cuspera

Proposal Management Software comes with integrated options where it is part of CPQ or Contract Management Software. Organizations need to assess their requirements and their adoption roadmap to decide whether they need a standalone solution or integrated platform.

Technology and Feature List

The feature richness of the PMS needs to be assessed to determine whether it meets all requirements of the business. For example, how robust is the workflow management system and whether it meets the requirements? If not, does it provide customization ability to fit into organization needs? If the organization already has existing e-signature, does PMS provide integration? If not, it would be good to have built-in e-signature capabilities. The software should provide pre-built templates that meet the requirements of the business and the industry vertical.

Integration

Integration capabilities specifically CRM and CMS integration are critical for Proposal Management Software. If the software provides out-of-box functionality, it would be an added advantage.

Ease of Use

Since PMS is used by a variety of roles within the organization, ease of use helps greatly in driving adoption. The software should have an intuitive interface, easy to use templates. Ideally, the user interface should provide at a glance how to do basic functions like save or export work, see milestones, have interactive discussions, tag colleagues, provide approval, make comments, sort items and so on.

Collaboration

Since Proposal Management involves multiple users, to remove any bottlenecks, the software should provide strong collaboration capabilities like the ability to share, comment on, respond, send, and edit a document across teams. It should have effective feedback mechanisms for client interactions throughout the process.

Challenges in adopting PMS

The business has to ascertain whether there is a need to invest in a formal PMS considering the size of the company, the complexity of the projects undertaken and the diversity of the departments involved in the overall workflow. Also, the effectiveness of the manual process should be assessed to determine the need for automation.

The adoption of PMS in an organization should be part of the digital transformation journey. If the organization is not ready and only PMS is chosen without the necessary eco-system requirements, it will pose challenges.

The adoption of software also requires a cultural change in an organization. If the organization is used to ad-hoc processes and decision making, PMS can pose challenges. The workflow would require that all lifecycle processes are followed and adhered to and may not be flexible to allow ad-hoc deviations.

PMS also requires that organization team members are suitably trained to adhere to the processes and procedures and SLA to make it effective. The software alone will not be effective without the additional processes and SLA defined.

Sometimes, there could be extraordinary situations where proposal submission dates are more immediate than what the process can support. Therefore organizations need to have the right mix of skilled resources and processes in place. Leadership plays an important role here in order to make quick decisions and be accountable for all actions taken.

ROI of PMS

The return on investment is always aligned to your business expectations and outcomes, as such needs to be considered in totality.

The reduction in RFP response time is a critical ROI parameter to be considered. According to the RFP360 vendor, it cuts the response time by half thereby creating twice as many opportunities. In addition, the win rate is boosted by about 15% overall.

Also, it is seen that the review time is cut to the order of about 65% thereby reducing the overall duration. As mentioned in the document above, the benefits are many and the software needs to be used over a period of time to obtain quantifiable results.

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70 Proposal Management Software

RFPIO

RFPio: RFP Software

4.78

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RFPIO Icon

RFPIO

4.78
★★★★★
★★★★★
RFPio: RFP Software
Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Collaboration
Top Features : Templates,Dashboard,Personalization
RFPIO Icon

Vendor: RFPIO

Company Size: 51-100

HQ Location: 4145 SW Watson Ave., Suite 450, Beaverton, Oregon 97005, US

Financials: Series A

Better Proposals

Online Proposal Softwar

4.76

Read Reviews
Better Proposals Icon

Better Proposals

4.76
★★★★★
★★★★★
Online Proposal Softwar

Better Proposals is an online proposal builder software that enables users to craft professional-looking proposals with ease and speed. This tool is built with user-friendly features to simplify and speed up the proposal creation process while ensuring high quality and high impact both users and prospects will appreciate.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Digital signature
Top Features : Templates,Personalization,Alerts: popups & Notifications
Better Proposals Icon

Vendor: Better Proposals

Company Size: 1-10

HQ Location: Brighton, England

Financials: Private

Nusii

Proposal Software for Creative Businesses. | Nusii

4.74

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Nusii Icon

Nusii

4.74
★★★★★
★★★★★
Proposal Software for Creative Businesses. | Nusii

Nusii is a Proposal Software that helps to create deals. It is designed for creative agencies and online businesses.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engagement management
Top Features : Templates,Alerts: popups & Notifications,Personalization
Nusii Icon

Vendor: Nusii

Company Size: 11-50

Financials: Private

Quotient

Quoting Software

4.74

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Quotient Icon

Quotient

4.74
★★★★★
★★★★★
Quoting Software

Quotient is an online quote creation and management application that enables to create quotes in a few simple steps. It provides solutions that caters to small businesses across various industry verticals and helps users to create, send and manage professional quotes.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engagement management
Top Features : Templates,Dashboard,Alerts: popups & Notifications
Quotient Icon

Vendor: Quotient

Company Size: 1-10

HQ Location: PO Box 5383, Hamilton 3242, New Zealand

Financials: Private

CoConstruct

#1 Rated Construction Project Management Software

4.70

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CoConstruct Icon

CoConstruct

4.70
★★★★★
★★★★★
#1 Rated Construction Project Management Software
Highlights
Top Business Usecases : Sales document management,Helpdesk management,Proposal & quote management
Top Features : Templates,Personalization,Recording
CoConstruct Icon

Vendor: CoConstruct

Company Size: 101-250

HQ Location: 1807 Seminole Trail, Charlottesville, VA 22901, US

Financials: Private

Loopio RFP

RFP Software | Respond to RFPs with Loopio

4.69

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Loopio RFP Icon

Loopio RFP

4.69
★★★★★
★★★★★
RFP Software | Respond to RFPs with Loopio

Loopia RFP is a Response Management Software that helps businesses grow and measure their response process for RFPs, RFIs, Security Questionnaires, and more. It is widely used by sales, proposal and security teams. It helps to improve ROI, sales and revenue.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Collaboration
Top Features : Templates,Alerts: popups & Notifications,Personalization
Loopio RFP Icon

Vendor: Loopio

Founded: 2014

Company Size: 51-100

HQ Location: 310 Spadina Avenue, Suite 600 Toronto, ON M5T 2E8

Financials: Series A

QuoteOnSite

Simplify your quotes and proposals - QuoteOnSite

4.68

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QuoteOnSite Icon

QuoteOnSite

4.68
★★★★★
★★★★★
Simplify your quotes and proposals - QuoteOnSite
Highlights
Top Business Usecases : Proposal & quote management,Sales document management,Workflow management
Top Features : Dashboard,Templates,Personalization
QuoteOnSite Icon

Vendor: QuoteOnSite

Company Size: 1-10

HQ Location: Wales, United Kingdom

Practice Ignition

Client Engagement, Proposals & Payments Software

4.67

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Practice Ignition Icon

Practice Ignition

4.67
★★★★★
★★★★★
Client Engagement, Proposals & Payments Software

Practice Ignition is a sales proposal automation software solution that facilitates proposals, payments, insights, scope management, and integrations. It is designed to help the sale with a proposal that takes minutes to create and seconds for the client to electronically accept, no more print, sign and scan. It helps to improve cash flow and reduce debtors.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engagement management
Top Features : Templates,Dashboard,Alerts: popups & Notifications
Practice Ignition Icon

Vendor: Practice Ignition

Company Size: 11-50

HQ Location: 37 Shepherd Street, Chippendale, NSW 2008, AU

Financials: Private

Proposify

Proposal Software - Proposify

4.66

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Proposify Icon

Proposify

4.66
★★★★★
★★★★★
Proposal Software - Proposify

Proposify is a proposal software suitable for web design and marketing companies of all sizes. Its web platform that effectively streamlines the proposal writing process by addressing the usual issues that come with devising and writing proposals. It helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Templates,Alerts: popups & Notifications,Personalization
Proposify Icon

Vendor: Proposify

Company Size: 1-10

HQ Location: 1877 Hollis St, Halifax, Nova Scotia B3J, CA

Financials: Seed

SmartDocs for Microsoft Word

SmartDocs - 36Software

4.64

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SmartDocs for Microsoft Word Icon

SmartDocs for Microsoft Word

4.64
★★★★★
★★★★★
SmartDocs - 36Software

SmartDocs is an MS Word content management and document automation solution that could be used by technical and medical writers, audit teams and others. It can be used for generating Technical Publications, Proposals, Contracts, Medical and Regulatory documents, by businesses of all sizes across various industries.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Content management
Top Features : Templates,Personalization
SmartDocs for Microsoft Word Icon

Vendor: 36Software

Company Size: 1-10

HQ Location: Rochester, NY

Tilkee

Tilkee, the tool to track your digital documents - TILKEE

4.62

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Tilkee Icon

Tilkee

4.62
★★★★★
★★★★★
Tilkee, the tool to track your digital documents - TILKEE

Tilkee is a data driven online sales enablement platform that enables cross team collaboration. It helps to align marketing and sales and guide other cross functional teams like channel management, customer success teams and Product Marketing towards digital transformation. Tilkee aims to increase sales by efficiently and effectively tracking business proposals and boosting prospect follow-ups. Tilkee helps to qualify prospects and leads. It saves time for sales team who can focus energy on hot prospects. With its unique and proprietary machine learning algorithm, software scores a prospect’s interest in documents.

Highlights
Top Business Usecases : Sales document management,Engagement management,Engaging and following up
Top Features : Alerts: popups & Notifications,Personalization
Tilkee Icon

Vendor: Tilkee

Company Size: 11-50

HQ Location: 22 rue Constantine, Lyon, Rhône Alpes 69001, FR

Financials: Series A

Proposal Kit

Proposal Software, Sample Business Proposals, Legal Contracts

4.58

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Proposal Kit Icon

Proposal Kit

4.58
★★★★★
★★★★★
Proposal Software, Sample Business Proposals, Legal Contracts

Proposal Kit is a Proposal Management Software. Proposal Kit helps to create business proposals and contracts with minimal effort and cost. It provdes proposal templates, Legal contracts and sample proposals. Proposal Kit is used by businesses from small to medium, by individuals, across industry to create their business proposals, quotes, plans and contracts.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Templates
Proposal Kit Icon

Vendor: Cyber Sea

Company Size: 1-10

HQ Location: 17410 NE 40th Place, Redmond, WA 98052, US

Financials: Private

Dealhub

A complete end-to-end Deal Acceleration Platform managing every sales engagement touchpoint.

4.73

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Dealhub

4.73
★★★★★
★★★★★
A complete end-to-end Deal Acceleration Platform managing every sales engagement touchpoint.

Dealhub is a sales proposals and contract management platform for sales teams to close deals faster and increase revenue.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Personalization,Templates,Interactive content
Dealhub Icon

Vendor: Dealhub

Company Size: 11-50

HQ Location: 153 2nd street, suite 102, Los Altos, California 94022, US

Financials: NA

ResponsiBid

The selling system for service companies.

4.69

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ResponsiBid

4.69
★★★★★
★★★★★
The selling system for service companies.

ResponsiBid is a bidding and sales tool including follow-up automation and keep the focus on making the best bidding and sales tool to maximize the profit and revenue and also acquire customers.

Highlights
Top Business Usecases : Engaging and following up,Engagement management,Proposal & quote management
Top Features : Personalization,Predictive scheduling
ResponsiBid Icon

Vendor: Symphosize

Company Size: 2-10

HQ Location: Arizona

Financials: NA

Docsend

DocSend - Share business-critical documents with confidence

4.68

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Docsend Icon

Docsend

4.68
★★★★★
★★★★★
DocSend - Share business-critical documents with confidence

DocSend is a secure document sharing platform which enables sharing, tracking and managing important documents in a secure environment. It enables Sales Enablement, Investor Relations, Board Management, and FundRaising activities and can be used by Sales Leaders, startup founders, investment bankers, and consultants.

Highlights
Top Business Usecases : Sales document management,Content management,Engagement management
Top Features : Personalization,Alerts: popups & Notifications,Templates
Docsend Icon

Vendor: Docsend

Founded: 2013

Company Size: 11-50

HQ Location: 351 California Street, Suite 1200, San Francisco, CA 94104

Financials: Private

Contract Insight

Enterprise Contract Management Software to create a platform that meets the needs and requirements of all industries

4.61

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Contract Insight Icon

Contract Insight

4.61
★★★★★
★★★★★
Enterprise Contract Management Software to create a platform that meets the needs and requirements of all industries

Contract Insight Enterprise Software is a contract management solution used by leading professionals and Fortune 500 companies. Invested years in industry research and development, and customer feedback, to create an award-winning platform that meets the needs and requirements of all industries including IT, Financial, Retail, Energy, Healthcare, Education, Pharma/Life Sciences, Manufacturing, Distribution, Government, and more. It is an easy-to-navigate contract management system backed by artificial intelligence to fully optimize the organization's contracts. It helps to enhance customer relationships and improve ROI.

Highlights
Top Business Usecases : Sales document management,Contract management,Workflow management
Top Features : Alerts: popups & Notifications,Recording,Templates
Contract Insight Icon

Vendor: CobbleStone Software

Company Size: 101-250

HQ Location: Princeton, NJ

Financials: Private

GetAccept

Sales Enablement Platform Fully Enhances B2B Sales Experience

4.48

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GetAccept

4.48
★★★★★
★★★★★
Sales Enablement Platform Fully Enhances B2B Sales Experience

GetAccept is a sales enablement and electronic signature solution platform for sales, sales operation, customer success and legal teams to close the deals faster and increase revenue.

Highlights
Top Business Usecases : Sales document management,Contract management,Digital signature
Top Features : Personalization,Alerts: popups & Notifications,Templates
GetAccept Icon

Vendor: Getaccept

Founded: 2015

Company Size: 101-250

HQ Location: 73 Sumner St, San Francisco, CA 94103, USA

Financials: Series A

Tacton CPQ software

Tacton intelligent CPQ software for sales productivity in ...

4.47

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Tacton CPQ software Icon

Tacton CPQ software

4.47
★★★★★
★★★★★
Tacton intelligent CPQ software for sales productivity in ...

Tacton CPQ Software for Manufacturers is a cloud based multi-channel software and integrates seamlessly with Salesforce, Microsoft Dynamics or any of the CRM ERP software in use.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engagement management
Top Features : Ticketing,Calculator,Recording
Tacton CPQ software Icon

Vendor: Tacton Systems

Company Size: 101-250

HQ Location: Blekholmstorget 30, Stockholm, Sweden 111 64, SE

Financials: M&A

Verenia CPQ

Verenia | CRM, CPQ, and Ecommerce Sales Acceleration Software

4.47

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Verenia CPQ Icon

Verenia CPQ

4.47
★★★★★
★★★★★
Verenia | CRM, CPQ, and Ecommerce Sales Acceleration Software

Verenia CPQ is a full-featured, cloud-based integrated eCommerce, CPQ, and self-service solution designed to help companies in multiple industries boost their revenue by enhancing the efficiency of their sales process.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Products & pricelist management
Top Features : Calculator,Personalization
Verenia CPQ Icon

Vendor: Verenia

Company Size: 11-50

HQ Location: 650 Warrenville Rd., 301, Lisle, IL 60532, US

Financials: Private

KBMax

VISUAL CPQ & PRODUCT CONFIGURATOR SOFTWARE

4.47

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KBMax

4.47
★★★★★
★★★★★
VISUAL CPQ & PRODUCT CONFIGURATOR SOFTWARE

KBMax is a Visual CPQ and Product Configuration software. It can be used in Manufacturing, B2B eCommerce, BioTech Sales and Design Automation. It supports Complex product configuration, and CAD automation and rules-driven visualization for Sales CPQ.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Workflow management
KBMax Icon

Vendor: KBMax

Founded: 2009

Company Size: 11-50

HQ Location: 2802 Flintrock Trace, Suite 204, Austin, TX 78738

Financials: Private

iQuote Xpress

Quote management software | iQuoteXpress

4.45

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iQuote Xpress

4.45
★★★★★
★★★★★
Quote management software | iQuoteXpress

iQuote Xpress is a CPQ software. It automates and improves company's quoting process. iQuote Xpress helps to deliver customized, integrated and fully supported sales proposal and quoting solutions.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contact list management
Top Features : Calculator
iQuote Xpress Icon

Vendor: iQuote Xpress

Company Size: 51-100

HQ Location: 4240 Fulton Ave, Suite 112, Studio City, California 91604, US

Financials: Private

Oneflow

Contract automation - Speed up your entire contract workflow with Oneflow

4.41

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Oneflow Icon

Oneflow

4.41
★★★★★
★★★★★
Contract automation - Speed up your entire contract workflow with Oneflow

Oneflow is a Contract Management Software. Oneflow is a contract builder with an integrated e-signing solution and a live document editor. With Oneflow, user can e-sign documents online securely and legally. Oneflow provides access to interactive proposals. This allows soon-to-be clients to get preview while perusing provided quote. This way, they can add more items or services to their shopping cart and see the adjusted final price automatically.

Highlights
Top Business Usecases : Sales document management,Contract management,Digital signature
Top Features : Templates,Personalization,Alerts: popups & Notifications
Oneflow Icon

Vendor: Oneflow

Company Size: 11-50

HQ Location: Linnégatan 9, Stockholm, 114 47, SE

Financials: Private

and.co

AND CO - Invoicing, Proposals & Expense Tracking.

4.41

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and.co

4.41
★★★★★
★★★★★
AND CO - Invoicing, Proposals & Expense Tracking.
Highlights
Top Business Usecases : Sales document management,Contract management,Proposal & quote management
Top Features : Recording
and.co Icon

Vendor: Fiverr

HQ Location: 38 Greene St, New York, US

QuoteWerks

Sales Quoting Software and Proposal Solution | CPQ

4.39

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QuoteWerks

4.39
★★★★★
★★★★★
Sales Quoting Software and Proposal Solution | CPQ

QuoteWerks is a Sales Quoting and Proposal software solution provided with seamless integration into CRM/PSA and other accounting systems, payment gateways, shipping systems and other sales process software.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Products & pricelist management
Top Features : Templates,Dashboard,Calculator
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Vendor: QuoteWerks

Company Size: 11-50

Financials: Private