SOFON PROPOSAL ORGANIZER Overview

Sofon Proposal Organizer supports sales teams and independent channels in selling. It aids central offices, remote or field sales, and service forces efficiently.

Use Cases

Customers recommend Proposal & Quote Management, Contract Management, Workflow Management, as the business use cases that they have been most satisfied with while using SOFON PROPOSAL ORGANIZER.

Other use cases:

  • Lead Tracking
  • Opportunity Management
  • Engaging And Following Up
  • Contact List Management
  • Products & Pricelist Management
  • Generation Of New Leads
  • Account Management
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using SOFON PROPOSAL ORGANIZER.

SOFON PROPOSAL ORGANIZER Use-Cases and Business Priorities: Customer Satisfaction Data

SOFON PROPOSAL ORGANIZER works with different mediums / channels such as Website.

SOFON PROPOSAL ORGANIZER's features include Calculator. and SOFON PROPOSAL ORGANIZER support capabilities include 24/7 Support, AI Powered, Email Support, etc. also SOFON PROPOSAL ORGANIZER analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Per their website "Sofon Proposal Organizer takes care of requirements analysis, product configuration, three dimensional product visualization (when applicable), calculation of sales prices and margins, calculation of cost, generation of complete multi-level bills of material and routings and the production of all relevant documents including proposals, contracts and any internally required document...." Peer review

Peer review evidence (same sources as the product rating summary)

"...SPO contains a powerful machine or software configurator which guides the sales reps to configure a solution (copier, ITS, software and so on) for the goal of a total rental charge to propose to the final customer or a prospect...." Peer review by Fabrizio Valenti, CRM Specialist, Ricoh Italia srl
"...Document generation: from a to z. Sofon Proposal Organizer not only supports the production of quotations and orders, but also manages any other sales document such as formal proposals, complete contracts, client-specific manuals, governmental compliance paperwork and any other necessary documents...." Proposal Organizer
"...Workflow Workflow makes sure all relevant users have an updated to-do list...." Proposal Organizer

Popular Business Setting

for SOFON PROPOSAL ORGANIZER

Top Industries

  • Information Technology and Services
  • Mechanical or Industrial Engineering

Popular in

  • Large Enterprise

SOFON PROPOSAL ORGANIZER is popular in Information Technology And Services, and Mechanical Or Industrial Engineering, and is widely used by Large Enterprise,

SOFON PROPOSAL ORGANIZER Customer wins, Customer success stories, Case studies

How does SOFON PROPOSAL ORGANIZER facilitate Proposal & Quote Management?

What Are the key features of SOFON PROPOSAL ORGANIZER for Workflow Management?

11 buyers and buying teams have used Cuspera to assess how well SOFON PROPOSAL ORGANIZER solved their business needs. Cuspera uses 147 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Hartzell Air Movement - Manufacturing - Medium

Configure One helped Hartzell Air Movement modernize their CPQ process. The company replaced an outdated system to improve quoting speed and efficiency. After implementation, sales reps now handle 60...% of quotes, up from 30%. This shift led to happier customers and higher revenue. Hartzell FLOW, powered by Configure One, lets sales reps create quotes anytime, boosting productivity and customer satisfaction.

Europa-Park GmbH & Co Mack KG - Entertainment - Large

TENADO PROTECT helped Europa-Park manage complex fire safety and evacuation planning. The park needed to keep escape and rescue plans up to date for over 6 million guests each year. With TENADO PROTE...CT, Europa-Park created DIN ISO 23601- and DIN EN ISO 7010-compliant plans. The software made it easy to update routes and symbols, even for staff without CAD experience. Teams now handle complex building layouts and frequent updates more efficiently. The solution improved safety and streamlined fire protection workflows.

Hartzell Air Movement - Manufacturing

Configure One Cloud helped Hartzell Air Movement modernize their CPQ process. The company replaced an outdated system to improve efficiency and revenue. After implementation, 60% of quotes are now ha...ndled by sales reps, up from 30%. This shift reduced factory workload and sped up customer quotes. Hartzell FLOW, powered by Configure One Cloud, supports all orders and proposals.

Johnson Food Service - Consumer Services

AutoQuotes helped Johnson Food Service speed up quoting and sales. Before, the team spent hours searching paper catalogs. With AutoQuotes, they can find products and create quotes fast. Sales reps no...w close deals quicker and share professional quotes with customers. The company grew from a few staff to 24 employees. AutoQuotes made their sales process simple and efficient.

Tornado Infrastructure Equipment - Manufacturing

PRO.FILE PLM software helped Tornado Infrastructure Equipment cut drawing release time by up to 90%. The company faced slow, error-prone manual processes and version control issues after rapid growth.... PRO.FILE centralized engineering data, integrated with Epicor ERP, and automated workflows. This improved collaboration, reduced errors, and made product handoffs faster. Automated prototype tracking and document control eliminated manual revision mistakes.

University of Iowa - Hospital & Health Care

Attainia helps the University of Iowa manage medical equipment planning for hospitals and clinics. The capital management team uses Attainia to budget, plan, and procure equipment for projects of all... sizes. Attainia's platform speeds up planning by up to 75% compared to spreadsheets. The university requires external planners to use Attainia for better project visibility and centralized data. Staff can easily access, filter, and export project data, improving efficiency and collaboration.

lightning

Peers used SOFON PROPOSAL ORGANIZER for proposal & quote management and contract management

SOFON PROPOSAL ORGANIZER Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.57/5

Read Reviews (10)
Custom Reports

4.35/5

Read Reviews (22)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.57/5

Read Reviews (10)
Custom Reports

4.35/5

Read Reviews (22)

Software Failure Risk Guidance

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for SOFON PROPOSAL ORGANIZER

Top Failure Risks for SOFON PROPOSAL ORGANIZER

Revalize, Inc Profile

Company Name

Revalize, Inc

Company Website

//revalizesoftware.com

HQ Location

8800 Baymeadows Way W #500, Jacksonville, Florida 32256, US

Employees

251-500

Social

Financials

PRIVATE