commercialisation

Top 13 Tools to Automate Proposals

Par Seismic — le 2 novembre 2018

Tools that automate proposals save organizations countless hours and dollars. Without a tool to automate proposals your organization can miss out on deals. The platforms available today reduce the friction of fulfilling an RFP by providing users with the ability to automate the process, track results, reuse templates, quickly customize a proposal, and collaborate within an organization.

We have identified 13 tools and vendors to help automate proposals. These tools are in alphabetical order. The overview and key features were taken directly from the vendor.

Top 13 tools to automate proposals

Bidsketch

Overview

Bidsketch is proposal software used by freelancers, consultants, and agencies to create professional looking client proposals in minutes (instead of hours). Thousands of customers spend 50% less time creating proposals and have earned over $260 million by using Bidsketch.

Key Features

  • Create custom client landing pages
  • Automate next steps with approval messages
  • Notifications for when a proposal is opened
  • Close instantly with electronic signatures

Conga Collaborate

Overview

Conga Collaborate lets you easily create, share and collaborate on digital documents, on any device, using the systems and data you already use. Sales process automation has never been easier.

Key Features

  • Automate the creation of your frequently used documents
  • Track your documents
  • Send, sign, and access documents from anywhere, on any device
  • Increase the value of applications you already use with integrations

Expedience Proposal Software

Overview

At Expedience Software we understand that the number one benefit of technology is that it empowers people to be creative, productive and reach their potential. From this concept our mission has been to develop products that empower sales and proposal professionals to create timely, accurate and attractive quotes and proposals.

Key Features

  • Automate the creation of persuasive documents
  • Instantaneous access to perfectly formatted and approved content within Microsoft Word
  • Reduce document generation time
  • Eliminate errors in proposals

GetAccept

Overview

GetAccept is a powerful sales tool to take control of your deals from sent presentation or proposal to signed order. With smart sales automation, advanced document tracking and improved ways to communicate you can more than double your hit-rate with just a click.

Key Features

  • E-sign your documents simply, quickly, and securely
  • Send a personal video presentation with your document
  • With our unique Deal Accelerator your sales proposals will be promoted to the decision makers
  • Smart document tracking allows you to see when a document or sales proposal has been opened
  • Send and receive messages directly within the document
  • Integrates with major marketing automation and CRM systems
  • Store your contracts and important documents in one place