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Proposal Management Software

Proposal Management software helps companies manage the proposal and RFP process.

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CV Partner is used by leading professional services firms to manage their CVs and Case Studies and to win more bids and proposals. Learn more about CV Partner
CV Partner is a SaaS tool to automate how you manage CVs/Resumes and Case Studies for bids and proposals. With CV Partner, you can tailor your company's CVs and credentials for tenders, bids or RFPs. Also, the tool allow for effortless exporting of CVs and Case Studies to Word, PowerPoint and PDF, including client and bid specific templates. Companies who use CV Partner spend 50% less time updating CVs and Case Studies, and is used by leading brands in the professional services industry. Learn more about CV Partner

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Responsive’s (formerly RFPIO) Strategic Response Management SaaS platform automates the work that goes into RFPs, RFIs, DDQs and more. Learn more about Responsive (formerly RFPIO)
Responsive (formerly RFPIO) develops intelligent, automated software that transforms how organizations share and exchange critical information. With Responsive, the leading strategic response management platform, response teams automate up to 80% or more of RFPs in seconds and develop higher quality responses 40% faster. AI-driven efficiencies go far beyond RFPs, helping frontline teams to also streamline RFIs, security questionnaires, DDQs, risk assessments, and more. Learn more about Responsive (formerly RFPIO)

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
PandaDoc is an all-in-one tool to create, edit, send, track, and eSign Proposals and other business documents quickly and easily. Learn more about PandaDoc
PandaDoc is an all-in-one tool to create, edit, track, and eSign Proposals quickly and easily. Discover a better way to generate professional-looking proposals. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, APIs, and 24/7 live human support. Our average user creates a proposal in under 4 min and reports a 20% increase in closed rates. Join 50,000 businesses that automate proposals, speed up the pipeline, and win more deals! Learn more about PandaDoc

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Canada Local product
Loopio's leading RFP response management software helps mid-large businesses supercharge and scale responses to RFPs. Learn more about Loopio
Loopio is the leading RFP response management software for mid-large organizations. We help companies supercharge and scale their response process for RFPs, RFIs, DDQs, Security Questionnaires, and more. Loopio delivers results: *51% increase in the number of responses completed, *85% win more business, *42% decrease in time spent on crafting responses. Over 1300+ companies use Loopio to respond faster, improve response quality, and win more business. Learn more about Loopio

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Expedience embraces Copilot AI to automate proposals, SOWs, contracts, RFP responses, and other business documents inside MS Word. Learn more about Expedience Proposal Software
Expedience is proposal automation that doesn’t require leaving Microsoft Office! Expedience automates sales proposals, SOWs, contracts, RFP responses, and other branded business documents from directly within Microsoft Word. Today, Microsoft is at the forefront of the AI revolution and has brought cutting-edge Generative AI technology to Word, Excel, PowerPoint, and Outlook with Copilot. Being native to Word allows Expedience to fully embrace Copilot, the leading secure Generative AI solution for businesses. Expedience delivers a suite of functionality to increase the speed, accuracy, and branding consistency of every MS Word business document your team creates. The core of Expedience is a content library where you can lock down your best, branded, vetted, and approved content for quick, consistent, and accurate reuse. The Expedience suite also enables your proposal professionals to assess incoming RFPs, make bid/no-bid decisions, assign owners, track completion progress, etc. Learn more about Expedience Proposal Software

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
The X factor for winning bids and proposals. XaitPorter is the benchmark team co-authoring and proposal solution. Learn more about XaitPorter
XaitPorter is the benchmark team co-authoring and automation software solution for proposals, bids and other business-critical documents. Let your co-authors focus on creating bid-winning content, while teams become more efficient to reduce production time and costs. Streamline and optimize your document production to maximize your revenue. Deliver high quality documents up to 70% faster. Discover the X-factor for bids and proposals today! Learn more about XaitPorter

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Quote & Proposal Automation Anytime, Anywhere designed for IT Solution Providers Learn more about ConnectWise CPQ
ConnectWise CPQ (formerly ConnectWise Sell) offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generate quotes, follow up on them, & turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, & ConnectWise PSA provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing. Learn more about ConnectWise CPQ

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
XaitProposal makes it easy to build your business documents with relevant, up-to-date content and an automatically formatted document. Learn more about XaitProposal
XaitProposal is a user-friendly solution for managing commercial documents. It allows users to produce commercial offers and tender responses in an efficient and relevant way, individually or in team. Our clients estimate a time saving of up to 70% in the construction of their documents. Your benefits? A shared content base, control of your brand image, and consistency of form and content. The benefits for the writers? Up-to-date content, automatic layout, time saving and more relevant offers Learn more about XaitProposal

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
R3's WinCenter Software for Federal Government Contractors is a comprehensive system for Opportunity Pipeline Management. Learn more about R3 WinCenter
R3's WinCenter Software for Federal Government Contractors is a comprehensive system for Opportunity Pipeline Management. It helps you know what's going on with ALL your opportunities: - Real-time visibility into opportunities from ID through Award - One system for all the work - BD, capture, and proposal - High-level dashboard views of the entire opportunity pipeline - Drill-down access into the details, work, and activities of each opp - GovCon specific best practices and standards. Learn more about R3 WinCenter

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
SmartDocs transforms Microsoft Word into an easy proposal creation tool. Improve productivity from Day 1. Powerful yet easy-to-use. Learn more about SmartDocs
SmartDocs brings state-of-the-art proposal automation tools right into Microsoft Word's intuitive and user-friendly environment. Our customers see a productivity improvement of up to 80%. That means what takes you days or weeks to produce will now take mere minutes to create with SmartDocs. No IT professional is needed to implement and maintain SmartDocs. Your team will centralize approved content, automate templates, and eliminate costly mistakes. Scalable for teams of 5 to 5000+ writers. Learn more about SmartDocs

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
XaitWebProposal is a solution designed for creating interactive and custom mini-websites without the need for a web developer. Learn more about XaitWebProposal
XaitWebProposal is a solution designed for creating interactive and custom mini-websites without the need for a web developer. Learn more about XaitWebProposal

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Catapult is an industry-agnostic Proposal Management SaaS that provides businesses with tools to create & respond to RFP opportunities Learn more about Catapult
Catapult is an industry-agnostic Proposal Management and Request for Anything (RFx) solution that streamlines procurement departments' & proposal teams' process through repeatable workflows and automation. With Catapult, you can create and respond to new opportunities, evaluate and score responses, and, deliberate over contract terms. You can also collaborate with team members over question structure or responses as you build and manage your content library to expedite RFP responses. Learn more about Catapult

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
DealDox is a sales automation tool beyond CRM & ERP. It speeds up deal closures with instant quotes, proposals, and custom docs. Learn more about DealDox CPQ
Introducing DealDox, the paradigm-shifting solution beyond CRM. While CRM typically stops at leads and opportunities, DealDox revolutionizes the sales process. Seamlessly integrating with CRM data, it accelerates deal closures with instant quotations, proposals, and customizable document creation in your preferred language. Streamline discount management, navigate contract lifecycles effortlessly, and optimize pricing strategies with precision. DealDox transforms your sales approach, ensuring unparalleled efficiency in deal management for swift and successful outcomes. Learn more about DealDox CPQ

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Docusign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence
Docusign is changing how business gets done by empowering more than 250,000 companies and more than 100 million users in 188 countries to send, sign and manage agreements anytime, anywhere, on any device with trust and confidence. Docusign replaces printing, faxing, scanning and overnighting paper documents to transact business. Their technology enables organizations of every size, industry and geography to make every agreement fully digital to keep life and business moving forward. Learn more about Docusign

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
End-to-end automated proposal management, made easy with Jotform Enterprise
End-to-end proposal management, all in one platform. Supercharge your proposal processes with Jotform Enterprise. Choose from hundreds of templates, and create and deploy proposals in minutes. Leverage Jotform Sign and Approvals to collect e-signatures and automatically route proposals to relevant parties, easily tracking progress every step of the way. Ensure your team is in the loop with Jotform Teams workspaces, where you can organize team assets like proposal documents, PDFs, and forms. Learn more about Jotform

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Everything you need to manage projects: pipeline, proposals, contracts, payments, and more. Start your 7 day free trial today.
Proposal management software for independent professionals—that's HoneyBook. HoneyBook makes it easy to book more clients, manage projects, and get paid all in one place. With proposals, invoices, contracts, payments, and scheduling at your fingertips, you have everything you need to give clients a great experience. Start your 7 day free trial today. Learn more about HoneyBook

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management, and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment. Learn more about Deltek Vision

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations.
Create the perfect proposal, pitch, sales quote and more with Qwilr. Stand out from the crowd with Qwilr's easy to use page builder, extensive image and video library, designer-created templates and more. Add interactive quotes, e-sign, and automate essential sales tasks with integrations to your CRM and business software. Move conversations forward faster with page notifications and analytics on how the page is viewed. Learn more about Qwilr

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Agiled is an all-in-one software that helps small businesses manage CRM, finance, projects, and documents in one integrated platform.
Agiled is an all-in-one business management software that helps users manage CRM, projects, documents, finance, and more from one centralized platform. The software offers contact management, deal tracking, invoicing, contract building, task management, and automation workflows to streamline business operations. Learn more about Agiled

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Sage 100 is an ERP platform for growing and medium-sized sales and manufacturing companies.
Sage 100 is the right ERP solution for your industry. Sage 100 is an ERP platform for growing and medium-sized sales and manufacturing companies. It is the ERP solution for medium-sized companies that want to design their business processes individually. Sage 100 offers you integrated applications for every company area, which you can easily put together individually. Learn more about Sage 100

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Canada Local product
Proposify's the proposal software that gives you control and visibility into the most important stage of your sales process. The close.
Proposify is the online proposal software that gives sales leaders the control and visibility you need to better manage your sales document process and double your close rates. Create, send, track, and close quotes, contracts, and proposals with confidence. Create impressive sales documents that are brand consistent and error-free. Get valuable insights on how prospects are interacting with your proposals so reps can make timely follow-ups and nurture the deal to a close. Find out what your best reps are doing vs low performers so you can replicate and scale your process and accurately forecast. Deliver a seamless, professional, sign-off experience for your customers and prospects. Learn more about Proposify

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process.
QuoteWerks is an affordable turn-key quoting and proposal solution with over 88,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectWise, salesforce, MS Dynamics CRM, HubSpot, Zoho, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, TD Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more. Learn more about QuoteWerks

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Ploomes is the largest CRM company based in Latin America, unifying CRM features with workflows and proposal automations.
Ploomes is the largest CRM company based in Latin America, helping leaders and sales managers on solving the main issue with CRM implementation: engagement. Unifying CRM features with workflows and proposal automations, Ploomes becomes the Sales hub of operations, granting visibility and trustful data to leaders and managers. Learn more about Ploomes

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Check out relayto.com/showcase and book a meeting with us: https://rla.to/meet-with-relayto
RELAYTO is the #1 Interactive Experience platform that transforms your static content (PDFs, MP4s, images, blogs) into engaging interactive experiences, enabling viewers to choose their own path and self-educate. 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. https://rla.to/pitch Learn more about Relayto

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting
Web based software that takes the work out of proposal creation and helps you win business faster.
Better Proposals helps you impress clients at first sight with high-quality proposals that look great on any device. Customize one of 100+ professionally designed templates or create your own in a few minutes thanks to its intuitive editor. And once your proposals are sent, you'll know exactly when they were received, opened, read, printed, forwarded, and signed. Learn more about Better Proposals

Features

  • Document Management Software
  • Content Library
  • Audit Trail
  • Electronic Signature
  • Workflow Management Software
  • Version Control
  • Knowledge Base Management
  • Proposal Generation
  • Approval Process Control
  • Automatic Formatting