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description: Page 4 - Discover the best Proposal Management Software for your organisation. Compare top Proposal Management Software tools with customer reviews, pricing and free demos.
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title: Page 4 - Best Proposal Management Software - 2026 Reviews, Pricing & Demos
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# Proposal Management Software

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## Products

1. [Orcatec](https://www.softwareadvice.com.au/software/225862/document-decisioning-suite) — 5.0/5 (14 reviews) — Orcatec is an all-in-one platform designed for both office and field operations, trusted by professionals across over...
2. [Merkato](https://www.softwareadvice.com.au/software/303419/merkato) — 4.1/5 (14 reviews) — Merkato is a proposal management software solution, also known as CPQ software (configure, price, quote software. Mer...
3. [Apparound](https://www.softwareadvice.com.au/software/125446/apparound) — 4.9/5 (13 reviews) — Apparound provides a CPQ (configure price quote) module that helps sales teams create quotes without errors, engage c...
4. [Meridian for RFP Analysis](https://www.softwareadvice.com.au/software/39223/meridian) — 4.5/5 (13 reviews) — Meridian for RFP Analysis is a request for proposal (RFP) management solution for federal, state and local bids. It o...
5. [Salesforce CPQ & Billing](https://www.softwareadvice.com.au/software/96932/salesforce) — 4.0/5 (11 reviews) — Salesforce CPQ is part of a software suite designed for small, midsized, and enterprise organizations that are focuse...
6. [ScopeStack](https://www.softwareadvice.com.au/software/108723/scopestack) — 4.3/5 (11 reviews) — ScopeStack is a cloud-based sales automation tool, which assists small to midsize IT service providers with job costi...
7. [LEEGOO BUILDER](https://www.softwareadvice.com.au/software/408563/leegoo-builder) — 4.5/5 (11 reviews) — LEEGOO BUILDER from EAS Engineering Automation Systems GmbH is a CPQ software (Configure Price Quote) for the simple ...
8. [bit2win CPQ](https://www.softwareadvice.com.au/software/191599/bit2win-cpq) — 4.8/5 (10 reviews) — Bit2win configure, price and quote (CPQ) application suite is a modular, fully integrated set of Cloud native softwar...
9. [The CAP](https://www.softwareadvice.com.au/software/318825/proposal-and-contract-suite) — 4.9/5 (10 reviews) — The CAP is a proposal management solution that helps businesses in finance, government contracting, legal, IT and oth...
10. [infoRouter](https://www.softwareadvice.com.au/software/137437/inforouter) — 4.8/5 (8 reviews) — infoRouter is a business documentation and request for proposal (RFP) management solution designed for small and mids...
11. [Zbizlink](https://www.softwareadvice.com.au/software/222397/zbizlink) — 4.5/5 (8 reviews) — Zbizlink is a cloud-based proposal management tool powered by artificial intelligence. With Zbizlink, you get the bes...
12. [Oracle CPQ](https://www.softwareadvice.com.au/software/144790/oracle-cx-sales) — 4.4/5 (8 reviews) — Oracle CPQ Cloud provides businesses a way to automate the Configure, Price, and Quote (CPQ) process and produce 100%...
13. [Cincom CPQ](https://www.softwareadvice.com.au/software/105675/cincom-cpq) — 4.4/5 (8 reviews) — Cincom CPQ is a configure, price, quote, (CPQ) solution built especially for manufacturing companies and other busine...
14. [AccountGroove](https://www.softwareadvice.com.au/software/449830/TaxGroove) — 5.0/5 (8 reviews) — AccountGroove is a software that helps accounting professionals streamline their billing administration. The platform...
15. [netLex](https://www.softwareadvice.com.au/software/266398/netlex) — 5.0/5 (6 reviews) — netLex is the leading contract management software (Contract Lifecycle Management - CLM) in Latin America, serving la...
16. [GleanQuote](https://www.softwareadvice.com.au/software/84036/gleanquote) — 4.8/5 (6 reviews) — GleanQuote is a cloud-based quoting solution, which assists teams with product / service configuration, custom pricin...
17. [KSL Suite](https://www.softwareadvice.com.au/software/449946/KSL-Suite) — 4.2/5 (6 reviews) — KSL Suite is a centralized software for generating personalized documents, emails, and messages for B2C communication...
18. [Sellizer](https://www.softwareadvice.com.au/software/263634/sellizer) — 4.8/5 (5 reviews) — Sellizer.io is proposal tracking software. That means it will notify you each time a recipient has opened your propos...
19. [TermScout](https://www.softwareadvice.com.au/software/384823/termscout) — 4.8/5 (5 reviews) — TermScout is a tool for sourcing contract data and automating contract analysis. The platform allows users to benchma...
20. [OpenGov Procurement & Contract Management](https://www.softwareadvice.com.au/software/430013/opengov-procurement) — 4.0/5 (5 reviews) — OpenGov Cloud Procurement is a cloud-based procurement software solution. It is designed for government agencies and ...
21. [GoProposal](https://www.softwareadvice.com.au/software/451113/GoProposal) — 4.6/5 (5 reviews) — GoProposal is a business software solution designed to help accounting firms engage clients in a professional and pro...
22. [R3 WinCenter](https://www.softwareadvice.com.au/software/39359/wincenter) — 4.8/5 (4 reviews) — WinCenter is a cloud-based proposal management solution designed for government contractors and commercial operations...
23. [Orbit Online](https://www.softwareadvice.com.au/software/241090/orbit-online) — 4.3/5 (4 reviews) — Planning \& Execution Orbit is an intelligent and compatible tool that integrates with all types of business softw...
24. [Ideagen Please Review](https://www.softwareadvice.com.au/software/263656/pleasereview) — 4.5/5 (4 reviews) — PleaseReview is a cloud-based document review software designed to help businesses collaboratively review documents a...
25. [Workday Strategic Sourcing](https://www.softwareadvice.com.au/software/395462/workday-strategic-sourcing) — 4.8/5 (4 reviews) — Workday Strategic Sourcing makes strategic sourcing simpler, smarter, and more streamlined than ever before. Its intu...

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## Related Categories

- [CPQ Software](https://www.softwareadvice.com.au/directory/4407/cpq/software)
- [Sales Enablement Software](https://www.softwareadvice.com.au/directory/595/sales-enablement/software)
- [Quoting Software](https://www.softwareadvice.com.au/directory/3570/quoting/software)
- [Document Management Software](https://www.softwareadvice.com.au/directory/722/document-management/software)
- [Contract Management Software](https://www.softwareadvice.com.au/directory/4157/contract-management/software)

## Links

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Join thousands of satisfied users and take your business to the next level.\nFeatures we offer: Dispatching and Scheduling, Estimates and Sales Proposals, Invoicing, Work Order Management, Job Management and Tracking, Field Service CRM, Route and GPS Tracking, Contractor Payroll and Commissions Management, Job Costing and Expenses Tracking, Payments with Credit Card and ACH, Card Reader, Consumer Financing, Calls Tracking and Messaging, Review Management, Advanced Reporting.\n\nHere are the industries Orcatec serves: HVAC, Plumbing, Construction, Appliance Repair, Home Cleaning, Electrician, Landscaping and Lawn, Home Renovation, Handyman, Automotive,Pest Control, Custom Home Building, Garage Door, Window Cleaning, Carpet Cleaning, Pool and Spa Service, Locksmith, Fireplace and Chimney, Roofing, Water Treatment, Alarm and Security,Irrigation, Painting Contractors, Fire Safety, Junk Removal,Computer Service, Moving, Snow Removal, Air Duct Cleaning, Property Maintenance, Remodeling, Concrete, Janitorial Services, Excavation, Demolition Contractor, Tree Care, Restoration, Flooring, Tiling, Drywall, Pressure Washing","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/15bc333c-8471-4140-b945-45f0840e704e.png","url":"https://www.softwareadvice.com.au/software/225862/document-decisioning-suite","@type":"ListItem"},{"name":"Merkato","position":2,"description":"Merkato is a proposal management software solution, also known as CPQ software (configure, price, quote software. Merkato helps businesses configure customer requirements, calculate financial consequences, manage dealers, and document quotations. Key features include sales forecasting, pricing management, guided selling, knowledge recording and user management.\n\nAdministrators can create documents such as offers, bids, parts lists, proposals, and purchase and sales orders. Additionally, Merkato lets stakeholders integrate the system with several third-party applications including Salesforce Sales Cloud and SAP Business One.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/73c67749-66f0-4373-bdb5-825c997158e6.png","url":"https://www.softwareadvice.com.au/software/303419/merkato","@type":"ListItem"},{"name":"Apparound","position":3,"description":"Apparound provides a CPQ (configure price quote) module that helps sales teams create quotes without errors, engage customers in the configuration of the order and simplify sales management. The solution is designed to improve the speed of preparing quotations, contract closure-ratio, and reduction of printing, logistics, and training costs.\n\nApparound features sales metrics, including dashboard capabilities, so that sales managers can view their team’s performance at any time, from any location.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/33885118-538b-4422-8f07-4b40ca0595ae.png","url":"https://www.softwareadvice.com.au/software/125446/apparound","@type":"ListItem"},{"name":"Meridian for RFP Analysis","position":4,"description":"Meridian for RFP Analysis is a request for proposal (RFP) management solution for federal, state and local bids. It offers storyboards, compliance metrics and proposal outlines. The product is available with on-premise deployment and supports Windows operating systems.\n\n\nMeridian for RFP Analysis includes requirement management, which allows users to adhere to compliance standards related to government proposals, such as FAR and DFAR. The product also allows users to prepare reports such as cross reference and compliance matrices.\n\n\nMeridian for RFP Analysis enables users to define rules for proposal creation. Users can track proposal data such as author, volume and page views.\n\n\nMeridian for RFP Analysis provides phone and email support to customers. Users can also access training webinars to learn about product features and updates.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/061fee83-abac-4a0e-8bdd-47e9ae4741d2.png","url":"https://www.softwareadvice.com.au/software/39223/meridian","@type":"ListItem"},{"name":"Salesforce CPQ & Billing","position":5,"description":"Salesforce CPQ is part of a software suite designed for small, midsized, and enterprise organizations that are focused on reaching sales goals and streamlining customer support. Salesforce CPQ helps reps and partners configure complex deals, streamline quoting approvals, ensure sales compliance, plus more. It offers proposal and quote generation features, allows image-based product selection, and is accessible on mobile devices.\n\n\nSalesforce also offers solutions for sales management, marketing automation, partner relationship management, customer service, plus more. \n\n\nPricing for Salesforce CPQ is per user, per month and is billed annually.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/84fff3de-2301-418e-a512-7a73f673f9d3.png","url":"https://www.softwareadvice.com.au/software/96932/salesforce","@type":"ListItem"},{"name":"ScopeStack","position":6,"description":"ScopeStack is a cloud-based sales automation tool, which assists small to midsize IT service providers with job costing, price adjustments and creation of statement of work (SOW). Features include audit history, version control, template management, single sign-on (SSO), a pricing calculator and team collaboration.\n\n\nThe platform enables users to define the scope of projects by automatically selecting suitable features across different technologies, reuse previously scoped work and prepare custom tasks for multiple projects. Service providers can also discover profitable projects and send automated approvals on them. It comes with a dashboard, which allows administrators to monitor a project's progress, measure profitability in real-time, perform win/loss analysis and calculate the revenue generated.\n\n\nScopeStack offers integration with multiple third-party applications such as Salesforce, ConnectWise, HubSpot and DocuSign. It is available on monthly subscriptions and support is provided via chat, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/84b484a9-79c6-44c5-a3a4-026a542a50f8.png","url":"https://www.softwareadvice.com.au/software/108723/scopestack","@type":"ListItem"},{"name":"LEEGOO BUILDER","position":7,"description":"LEEGOO BUILDER from EAS Engineering Automation Systems GmbH is a CPQ software (Configure Price Quote) for the simple and efficient preparation of proposals with a special focus on the high requirements of machine, special machine and plant engineering. Areas of application are sales, project planning, calculation and controlling for companies in the capital goods industry of all sectors and sizes. The application can be used both on the desktop and on the web.\n\nThe consistent and coherent proposal system consists of the following functional areas: Configuration (Configure), Calculation (Price) and Document Generation (Quote).\n\nMore than 70 well-known companies from the mechanical and plant engineering industry already successfully rely on the LEEGOO BUILDER CPQ system.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/965649af-a139-4cf2-8c0a-4df4bcf5fe60.png","url":"https://www.softwareadvice.com.au/software/408563/leegoo-builder","@type":"ListItem"},{"name":"bit2win CPQ","position":8,"description":"Bit2win configure, price and quote (CPQ) application suite is a modular, fully integrated set of Cloud native software applications that helps Clients supporting products and services configuration, pricing and quoting activities. The suite, a 100% Software as a Service (SaaS) cloud solution, is designed for companies investing in digital transformation and automation of sales and marketing processes. \n\nBit2win CPQ empowers sales, partners and customers to configure complex products and services, deliver accurate quotes and create smarter deals with right product and pricing information. By aggregating a wide spectrum of data, information and rules and by leveraging the proprietary, powerful pricing and business rule engine, Bit2win allows to manage the entire marketing and sales process and to determine, with no chance of error data, the right price for a specific product combinations or bundles, from first estimate to final configuration and quotation. Bit2win CPQ enables sale of both tangible goods and subscriptions, recurring and use-based pricing, bundles and amendments to existing service contracts providing among the best and performing out-of-the-box pricing functionality on the market. \n\nBit2win CPQ is enriched with further integrated software modules to manage digital signatures, multi catalog, logistics and retail stores optimization, ecommerce, catalog and CPQ on website, document generation from CRM systems, bulk order, processes orchestration and monitoring, and more.\nPre-built integrations with subscription billing systems and most popular ERPs for order tracking make Bit2win a choice for innovative digital business models and ecosystems businesses based on both subscription and tangible goods sales. Bit2win suite integrates with: Salesforce Commerce Cloud, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Odoo CRM, Adobe Experience Manager AEM, Commerce Cloud, Salesforce, SAP-ISU, Tibco, Zuora Billing, powercloud Billing platform. \n\nBit2win suite also leverages API and microservices to expose catalog & CPQ on mobile apps.\nAmong key CPQ Features:\nQuote sharing/sending\nE-signature\nProduct configuration\nConfiguration options\nPricing rules\nPrice adjustment\nPurchase history and open contracts\nGuided selling/Sales portal\nSelf-service CPQ\nCPQ reporting & analytics\nProposals\nExcel integration\nCPQ-CRM integration\nAttachments to quotes\nRenewal management\nOrder capturing.\n\nTarget Markets: major vertical industries like Telco, Energy & Utility, Retail, Media, Financial Services and Insurance, Services, Manufacturing.\nSupport delivered via: Email, Phone, Community, FAQ/Knowledgebase, Support Specialists, Wiki.\nSupported Languages: back end: English, Italian, Spanish. Front end: all Salesforce supported languages.\nBit2win services are priced on a subscription model. Prices vary depending on the number of users, modules and features. Subscription includes application running, maintenance, upgrades, access to documentation and does not require hardware or software investment.\nBit2win provides Training and Certification to both Clients and business Partners.\nKey benefits:\n- Cloud native\n- Top Out-of-the-box pricing functionality\n- Complete, easy to use features and functionalities\n- Full support to self-service digital commerce and omnichannel\n- No limits in terms of scalability and large volume of quotes and data processing\n- Sell tangibles and subscriptions pricing models\n- Solutions designed for vertical industry market needs\n- API and Microservices infrastructures\n\nThe Bit2win company is comprised of a team of highly skilled industry experts with decades of experience in CPQ, CRM, Cloud, digital platforms and integration.\nWith Bit2win configuration, pricing and sale cycles are faster, data accurate, time to market optimized, opportunities captured and orders managed faster and with no errors. Business processes, workflow, sales, service & marketing are streamlined, time and money saved, sales and revenue increased.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f9ad1f8e-7c33-439e-85bb-e7b0b4458849.png","url":"https://www.softwareadvice.com.au/software/191599/bit2win-cpq","@type":"ListItem"},{"name":"The CAP","position":9,"description":"The CAP is a proposal management solution that helps businesses in finance, government contracting, legal, IT and other industries streamline the proposal creation process, including designing, editing, shredding and sharing. The platform lets enterprises track changes across documents, compare drafts, and identify risk/opportunities. \n\nThe CAP’s integrated proposal builder allows organizations to define proposal outlines, add, rename or delete sections/sub-sections and add multiple workgroups. It offers a host of features such as annotations, data validations, cross reference compliance matrix, requirement sorting/filters and more. Additionally, teams can generate personalized proposals using customizable templates. \n\nThe CAP enables managers to generate custom gap analysis reports to gain visibility into terminologies, quality of proposals, missing concepts and other data. Pricing details are available on request and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d55703af-dbbb-4a5f-a202-3d4c0dcb5766.jpeg","url":"https://www.softwareadvice.com.au/software/318825/proposal-and-contract-suite","@type":"ListItem"},{"name":"infoRouter","position":10,"description":"infoRouter is a business documentation and request for proposal (RFP) management solution designed for small and midsize companies. It offers search tools, various document formatting options, a content repository, requirements management, task management and a knowledge library.\n\n\nUsers can create proposals using default templates. The product also features document library management, allowing users to store proposals related to sales, marketing and product concepts separately. Users can also define account access controls.\n\n\ninfoRunner offers a suite of tools to help users manage the accuracy and quality of proposals, such as folder-based rules, enforcement tools scheduling, a single point of control and online monitoring. Users can also create workflows for reviewing the created proposals.\n\n\nSupport is offered through an online FAQ section, as well as a knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/86f4b7d4-86ff-4d0a-b529-afddb17b68d3.png","url":"https://www.softwareadvice.com.au/software/137437/inforouter","@type":"ListItem"},{"name":"Zbizlink","position":11,"description":"Zbizlink is a cloud-based proposal management tool powered by artificial intelligence. With Zbizlink, you get the best of both worlds - dynamic automation and human oversight. You can leverage AI-driven automation to deliver more proposals with increased accuracy, and obtain a deeper understanding of business development opportunities. This tool was created to be a lifeline for bid and proposal professionals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2234933d-27e5-4a8a-8501-8830469dcb2e.png","url":"https://www.softwareadvice.com.au/software/222397/zbizlink","@type":"ListItem"},{"name":"Oracle CPQ","position":12,"description":"Oracle CPQ Cloud provides businesses a way to automate the Configure, Price, and Quote (CPQ) process and produce 100% accurate quotes. \n\n\nOracle CPQ helps users choose the optimal products based on their customers' needs; configure all types of solutions, including bundles, services, and subscriptions; and create bills-of-material (BOM) based on configurator choices. Users can also use a rules-driven search to find only those products appropriate to their region, business unit, or quoting scenario. \n\n\nOracle CPQ also provides pricing for products, services, and subscriptions based on features and options through automated pricing rules and validations. Users can also select the discount level that optimizes the chance of winning the deal without sacrificing extra margin and automate workflow approvals to eliminate bottlenecks.\n\n\nWith Oracle CPQ, users can create, customize, and brand proposals for their sales reps and channel partners while presenting professional, accurate documents in seconds. eSignatures are also provided, eliminating paper-based quoting, faxing, and scanning.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9b16b03f-9b16-4a9a-bc19-7129bd7e860b.png","url":"https://www.softwareadvice.com.au/software/144790/oracle-cx-sales","@type":"ListItem"},{"name":"Cincom CPQ","position":13,"description":"Cincom CPQ is a configure, price, quote, (CPQ) solution built especially for manufacturing companies and other businesses offering complex products and services. Both cloud-based and on-premise deployment options are available. Key features include product configuration, quote generation, sales proposals, and price management.\n\nCincom CPQ offers a guided selling interface with built-in quote approval and revision management. The solution includes role-based access to dealer, partner, and distributor networks. During the selling process, the solution is able to automatically offer cross-sell and upsell recommendations and show a visualization of the current product configuration.\n\nCincom CPQ features a searchable product catalog with customer-ranked features. The solution’s price management feature enables users to automatically generate quotes and proposals and includes support for multiple currencies. Users can also generate pricing for special requests and discounts. The solution offers integration with Microsoft Dynamics, Salesforce, and other CRM systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/323a3d8e-b90c-4fcd-8330-b923c0fe358e.png","url":"https://www.softwareadvice.com.au/software/105675/cincom-cpq","@type":"ListItem"},{"name":"AccountGroove","position":14,"description":"AccountGroove is a software that helps accounting professionals streamline their billing administration. The platform is designed for small to large-sized accounting firms looking to automate their engagement and payment processes.\n\nAccountGroove features include automating engagement letters, invoices, and payments in one proposal. This helps firms recover lost billable hours and maximize revenue potential. The platform automatically collects a deposit upfront with the signed engagement letter and sends invoice links for the remaining service charges once the work is completed. AccountGroove also saves firms up to 20 hours per week by bringing their intake, engagement letters, invoices, and payments under one platform. The software integrates with popular tools like QuickBooks, allowing firms to securely collect upfront payment details and automatically create clients and reconcile invoices.\n\nThe platform provides industry-standard proposal and invoice templates, including cover letter, engagement term, and professional email templates, to help accounting professionals create a consistent and professional look for their client engagements. AccountGroove's user-friendly interface and AI-powered automation make it a tool for accounting firms looking to streamline their billing processes and get paid faster.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8ea76e9f-6d56-42e1-86af-8b33a0d68699.png","url":"https://www.softwareadvice.com.au/software/449830/TaxGroove","@type":"ListItem"},{"name":"netLex","position":15,"description":"netLex is the leading contract management software (Contract Lifecycle Management - CLM) in Latin America, serving large companies with a robust and flexible platform for all stages of the contract lifecycle. In 2024, it received an investment of R$ 126 million in a round led by Riverwood Capital.\n\nWith this funding—the largest ever in a CLM company in Latin America—netLex is focusing on innovation and artificial intelligence to enhance every stage of its clients' contract lifecycle.\n\nThe solution is the absolute market leader in Brazil and is used in countries such as Colombia, Argentina, Chile, Mexico, the USA, France, Germany, Norway, and England. Among the brands using netLex are Ambev, Samsung, iFood, and Localiza. Of the 500 largest companies in Brazil, 100 have contracted the software.\n\nnetLex aims to streamline the management of contract sales cycles, power of attorney, consultations, corporate acts, and company documents. This is achieved through automated connections that ensure excellent results for areas such as legal, procurement, sales, among others.\n\nnetLex's exclusive workflow is dynamic, allowing negotiations with third parties, management dashboards, and intelligence. Additionally, it offers native integration with services like SAP, Oracle, Slack, Protheus, Microsoft Dynamics, Hubspot, LDAP, SAML, SalesForce, DocuSign, e-signature, Clicksign, D4Sign, AdobeSign, CertiSign, and other services.\n\nOptimize Reports with Accurate Data\n\nArtificial intelligence is integrated into netLex. By cross-referencing data, the software enables your team to generate customized reports and access the most important information through exclusive dashboards.\n\nMonitoring the KPIs that matter most to your company becomes much easier with netLex. Data is transformed into accurate decisions, with reliability and agility.\n\nnetLex's AI also allows for the automation of the contract lifecycle, relieving the operational burden on the team and providing control over the information. With the review assistant, for example, it’s possible to identify changes in clauses without manually reviewing each line.\n\nYou can also schedule alerts about workflow stages and notify stakeholders so that no important changes are overlooked.\n\nWith netLex's intelligent features, communication between departments is facilitated, preventing bottlenecks, delays, and missed important dates. This is because AI reduces manual data entry, ensuring a lower rate of typographical errors in contracts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2704b84e-71f4-4877-88b6-12f7cc2de227.png","url":"https://www.softwareadvice.com.au/software/266398/netlex","@type":"ListItem"},{"name":"GleanQuote","position":16,"description":"GleanQuote is a cloud-based quoting solution, which assists teams with product / service configuration, custom pricing and proposal automation.\n\n\nThe application comes with a drag-and-drop builder, which helps users create proposal templates and convert them into web pages. The solution enables team members to manage product catalogs and design standalone or multiple quotations. Managers can use the analytics feature to track client views and generate reports based on parameters such as date, time, frequency and section visit.\n\n\nGleanQuote integrates with third-party platforms such as HubSpot, Salesforce , Pipedrive and QuickBooks. The solution lets users monitor proposal submissions and send reminders to customers. It is available on a monthly subscription and support is provided via email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c5a988bb-0210-48ab-82c3-e9e30f0ba98d.png","url":"https://www.softwareadvice.com.au/software/84036/gleanquote","@type":"ListItem"},{"name":"KSL Suite","position":17,"description":"KSL Suite is a centralized software for generating personalized documents, emails, and messages for B2C communication. It covers all CCM and Document Output Management needs. \n\nKSL Suite can generate high-volume document batches, and on-demand and interactive communication:\n- Highly personalized documents with dynamic nested tables, data-driven graphs, barcodes and QR-Code/Datamatrix\n- Automatic processes with generation, bundling/sorting/splitting, archival and distribution\n- Scheduler and process supervision\n- Multichannel distribution: email, external customer web site and archival software, printers, SMS gateway...\n- On-demand document and email generation with or without interactive personalization, from an external application\n\nKSL Suite also provide:\n- A powerful design studio for creating simple and very complex templates\n- A web app for managing content, style sheets, and documents\n- Web service, Java, C/C++ API for launching automated processes and for displaying interactive documents\n- A scheduler for automating document processes\n- User directory integration and SSO\n- A certified Salesforce connector to help designer to create personalized documents, and to manage content\n- Web Service APIs and standalone web applications\n- Command line to launch processes remotely\n\nKSL Suite is provided on-premises and in SaaS.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/19ba42ef-faec-4c59-af1a-7ea3f5fed910.jpeg","url":"https://www.softwareadvice.com.au/software/449946/KSL-Suite","@type":"ListItem"},{"name":"Sellizer","position":18,"description":"Sellizer.io is proposal tracking software. That means it will notify you each time a recipient has opened your proposal. That is how you get a chance to contact him at the vital moment.\n\nThanks to Sellizer.io, you will have access to detailed statistics of the proposal to know what interests the client in your file the most. Thus, Sellizer.io enables you to improve the efficiency of your proposal constantly. In addition, the tool offers follow-up automation that will attract new customers.\n\nWhen it comes to Sellizer's futures, they are divided into several groups:\n— Analytics\n— Automation\n— Personalization\n— Sales Team\n— Documents\n— Integrations\n— Security\n\nYou\n— save time\n— work less\n— achieve effective sales\n\nAs it has been proved, Sellizer\n— increases chances of successful sales even up to nine times\n— enables you to close deals faster (50%)\n— saves a sales rep's work up to 16 hours a month\n\nAdditionally, integrations are a crucial element of the Sellizer's functionalities. Thanks to them, you can gain access to Gmail, Outlook, Pipedrive, Livespace, Bitrix24, and many more platforms.\n\nWhat is more, Sellizer is suitable for numerous enterprises and holders: sales reps, sales leaders, and small businesses.\n\nSales reps\nKnow when prospects are reading your proposals, what interests them the most, and when the best time to reach out is. Understand your customers, focus on their needs, and build long-term relationships.\n\nSales leaders\nKeep up to date with your sales team’s work. By better understanding the actions of the sales team, you will be able to evaluate the effectiveness of their work and help to solve emerging issues. In addition, you will plan your team's work more efficiently, because you know how your salespeople cope with different challenges.\n\nThanks to Sellizer, you have control over meeting the sales target and nothing will surprise you.\n\nSmall businesses\nIf you work alone or in a small team, productivity is the key. That's why we made Sellizer intuitive and easy to use so that you can work more effectively and don't spend hours on complicated setups.\n\n—————–————\n\nSellizer is a comprehensive sales supporting tool that will notify you when a customer opens your proposal and provide key statistics that you have never had access to.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/87a183c2-7424-49b7-9bbb-93c7c20fe7b8.png","url":"https://www.softwareadvice.com.au/software/263634/sellizer","@type":"ListItem"},{"name":"TermScout","position":19,"description":"TermScout is a tool for sourcing contract data and automating contract analysis. The platform allows users to benchmark their contracts against competitors to track market trends and draft personalized contracts.\n\nTermScout automatically reviews contracts and identifies negotiable points, violations and key points using artificial intelligence (AI) technology. Users can also utilize the pre-defined templates to create custom contracts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6e648918-7099-4877-99f2-dccd333b6c82.jpeg","url":"https://www.softwareadvice.com.au/software/384823/termscout","@type":"ListItem"},{"name":"OpenGov Procurement & Contract Management","position":20,"description":"OpenGov Cloud Procurement is a cloud-based procurement software solution. It is designed for government agencies and educational institutions to streamline the procurement process. The software provides tools for creating and managing solicitations, allowing users to build custom templates, checklists, and workflows to facilitate the development and approval of solicitations. It helps suppliers respond to solicitations electronically through an online portal.\n\nOpenGov Cloud Procurement offers functionality for evaluating supplier responses, scoring criteria and selecting award winners. The platform provides a centralized repository for managing awarded contracts as well as extensions, amendments and renewals. Additionally, it also gives suppliers a portal to upload documents, review status updates, and receive notifications on opportunities that match their capabilities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c7bc226d-3fd2-4c2d-93c9-61ddb1781ec3.png","url":"https://www.softwareadvice.com.au/software/430013/opengov-procurement","@type":"ListItem"},{"name":"GoProposal","position":21,"description":"GoProposal is a business software solution designed to help accounting firms engage clients in a professional and profitable manner. The platform offers tools that allows users to streamline the client engagement process.\n\nKey features of GoProposal include professional proposals and renewals, and client and prospect management. The pricing system allows accounting firms to price services consistently and profitably. Automated proposal and renewal capabilities help create a polished, professional experience for clients. The software also provides a centralized platform to manage clients and prospects, helping businesses maintain strong relationships.\n\nGoProposal also offers two add-ons OverSuite and AML. OverSuite includes a library of engagement letter templates that evolve with regulatory changes, ensuring compliance. The AML add-on provides identity verification, KYC checks, risk assessments, and ongoing monitoring, helping accounting firms stay on top of anti-money laundering requirements. These features work together to help accounting businesses deliver a high level of compliance and professionalism to clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/71cd1680-87a5-4820-914c-75131fe1cf29.jpeg","url":"https://www.softwareadvice.com.au/software/451113/GoProposal","@type":"ListItem"},{"name":"R3 WinCenter","position":22,"description":"WinCenter is a cloud-based proposal management solution designed for government contractors and commercial operations. It features asset management, proposal workflows, scheduling and review management functionalities within a suite.\n\n\nUsers can search through a knowledge repository of proposal assets to locate resources for proposal creation. The software also features workflow creation, which allows users to schedule resources and collaborate using comment boxes.\n\n\nUsers can create best-practice standards for proposal creation including collaborative review processes, debriefs and scheduling. Proposal dashboards allows users to track the status of proposals in real time. The customization wizard helps users to add new features based on business requirements. The product integrates with various business systems such as SharePoint, Deltek, Salesforce, Costpoint, SAP and Peoplesoft.\n\n\nEmail and phone support are available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/010618ad-9465-4abe-a817-3d9a515bfa9e.png","url":"https://www.softwareadvice.com.au/software/39359/wincenter","@type":"ListItem"},{"name":"Orbit Online","position":23,"description":"Planning & Execution\nOrbit is an intelligent and compatible tool that integrates with all types of business software. It ensures that we can use already-existing data on an operational level, streamlining and standardising several work procedures in your organisation. This way, you can break down silos, work across the organisation, and ensure a scalable business – all in the name of productivity.\n\nProject & Process Planning\nOrbit Project Planning tool has all the neccessary features for planning and streamlining your processes and projects. The template function will heighten both quality and stability. With an open source integration your business data will be accessible on an operational level and gain value for both business and people. Get an intuitive and tidy overview of the projects across the organisation with the GANTT dashboard.     \n\nResource planning & forecasting\nBy combining your standardised approach with planning your resources, you will always have the opportunity to forecast deadlines on deliveries and competency capacity early in the sales phase. This means that you have a unique opportunity to act proactive on the market demand and be ahead of the curve on urgent tasks.\nYou avoid overbooked work centers, stressful erroneous bookings, occupational injuries, and expensive delays.\n\nFile Sharing and documentation\nWith high-end features like the Filesynchroniser, Outlook extension, and collaboration to the Project Planner tool, Orbit paves the way to efficient and accurate documentation and execution. Orbit file sharing and documentation provides full transparency for the projects and reduces the risk of missing any agreements and terms made in the sales or planning process.\n\nKeep track of the time\nOrbit gives your employees several ways to register their working hours. One: With the Orbit app, your employees can easily register time directly on the projects - on the go. Two: Using the Timetracker desktop app, which provides accurate timeregistration with a direct integration to the project. Three: Manual time registration, directly on the project in Orbit. \n\nOrbit CRM & Contact management\nBreak down the process-inhibiting silos that separate sales and project managers, by implementing a CRM and contact management strategy that integrates directly to your execution process. To do that, you need a CRM tool that brings your customers data to the operational level, ensures maximum transparency in the production, and strengthens your external partnerships. The CRM tool can also be used as a stand-alone CRM software to achieve a simple and smooth overview of your pipeline and sales activities.\n\nPeople & Acquisitions\nWith a data-driven approach, Orbit People & Acquisition platform standardises and streamlines your proposal process. Integrations and high-end tools add a new dimension to your business data by effectively bringing historical business data to an operational level – thereby streamlining your proposal process with an effective CV and Reference strategy.\n\nManaging references\nBy streamlining and standardising the handling of references through automated processes, you ensure fully updated data on all cases. Which frees time and resources for the sales designers, who can then spend more time enriching data that attributes to the individual proposal’s value. Furthermore, you will be able to define a layout and increase your material’s recognition value for the tenders. Increase your chances of winning and expect a higher hit-rate and more closed deals on the tenders you bid on.\n\nManaging CV and Profiles\nOrbit Profile gives the user an identity in Orbit, and for the sales designer, Orbit paves the way for using profile data to enrich the sale material. With a direct integration to the Reference, Competence, and Execution tools, the Orbit Profile Tool collects data and organises it for export so you don’t have to waste your time building it from scratch when bidding on a project.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8f39f699-b232-45d6-b4a8-ea366497d1ca.png","url":"https://www.softwareadvice.com.au/software/241090/orbit-online","@type":"ListItem"},{"name":"Ideagen Please Review","position":24,"description":"PleaseReview is a cloud-based document review software designed to help businesses collaboratively review documents and streamline co-authoring processes. The application is used by organizations across various industries including government, life sciences, energy, utilities and more. \n\nPleaseReview provides supervisors with version control capabilities, which enables them to track historical changes across documents. Managers can send automated reminders to team members, enabling them to facilitate the editing and consolidation of time-sensitive documents. Additionally, it lets users generate reconciliation reports to gain an overview of all review activities on a centralized platform. \n\nPleaseReview helps businesses configure granular permissions and ensure compliance with various regulatory standards.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f3643b57-324e-40b5-9908-3a2ef1137f42.png","url":"https://www.softwareadvice.com.au/software/263656/pleasereview","@type":"ListItem"},{"name":"Workday Strategic Sourcing","position":25,"description":"Workday Strategic Sourcing makes strategic sourcing simpler, smarter, and more streamlined than ever before. Its intuitive, cloud-based platform – encompassing everything from project intake through sourcing pipeline to contract and supplier management to RFx and reverse auction tools– closes the loop on sourcing and, in the process, empowers collaboration, centralizes data, makes processes more transparent, and, ultimately, drives better business outcomes.\n\nWith Workday Strategic Sourcing, organizations achieve \nhard cost savings and ROI that can be delivered in months, gain insight into supplier performance and risk, and add procurement and financial management for compound value over time. Through collaborative and easy-to-use solutions, actionable insights, and increased efficiencies within the full source-to-pay process, Workday is uniquely positioned to help finance digitally transform operations and improve the bottom line.  \n\n\nWorkday Strategic Sourcing is a collaborative, \ncloud-based solution that makes sourcing a truly strategic arm of the business by providing greater visibility throughout the entire sourcing and supplier \nengagement process. Over 300,000 users in more than 155 countries have chosen Workday Strategic Sourcing to manage more spend and make a bigger business impact.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6d8a526c-1728-4047-b2b9-079a4c757ae8.png","url":"https://www.softwareadvice.com.au/software/395462/workday-strategic-sourcing","@type":"ListItem"}],"@id":"https://www.softwareadvice.com.au/directory/4252/proposal-management/software?page=4#itemlist","numberOfItems":25}
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