Top 13 Tools to Automate Proposals

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.

automate proposals, RFP automation

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

infoRouter

Overview

Document Management Software System for the management of electronic documents. Our software includes Workflow, Document routing, Electronic Forms, Scanning, Storage, Archiving, Indexing and Records Management modules under a single integrated EDMS software suite.

Key Features

  • Supports phrase and proximity search
  • Supports word stemming and synonyms for searching
  • Audit trails and document tracking of edits
  • Access to all prior revisions of a document
  • Task notifications for new and overdue tasks

Loopio

Overview

Loopio’s RFP response software streamlines the way enterprises respond to RFPs, RFIs, and Security Questionnaires. Our platform makes sales content accessible and enables collaboration across the organization.

Key Features

  • Manage and segment your library of RFP and Security Questionnaire content
  • Review your content on a regular basis and remove unnecessary duplicates
  • Close the loop on projects by feeding newly created or updated content back into your library
  • Leverage insights from across your organization by assigning out questions to your team and Subject Matter Experts.
  • Stay on top of your project and assigned tasks using Loopio’s dashboards and progress bars.

Nusii

Overview

Here at Nusii we adamantly believe in the power of the proposal. With more than 30 years of combined experience we’ve seen pretty much every way there is to create, deliver, track and manage proposals.

Key Features

  • Brand proposal templates to match your own branding
  • Add a custom domain
  • Proposal notifications
  • Insert your best content and pricing with the click of a button
  • Create and send client reports in minutes

PandaDoc

Overview

A proposal tool that is built for companies looking for a proposal software that helps them grow faster and supercharge their sales success.

Key Features

  • Automatically create personalized proposals within a CRM
  • Allow customers to sign proposals on desktop and mobile
  • Embed video in business proposals
  • Customizable workflows and signing orders
  • Library of proposal templates
  • Web-based proposal software

Proposable

Overview

Create and deliver sales proposals in minutes with our easy online proposal software. Know instantly when your proposals are viewed and see exactly which pages were looked at.

Key Features

  • Monitor all proposal activity across all departments and team members with the proposals dashboard
  • See all prospect activity in real-time
  • Drag & drop proposal elements
  • Robust e-signatures
  • Workflow for manager review and approval
  • Connect your team throughout the lifecycle of each proposal

Proposify

Overview

Proposify helps you create proposals that are works of art. Turn dull documents into sharp, clean, deal-making machines that bewitch clients and make your company look like the true professionals you are.

Key Features

  • Mobile-friendly design
  • Add rich media to proposals
  • Interactive fee table
  • Email a customized link to a proposal to view on any device
  • Easy-to-use online signature tool
  • Integration with Stripe
  • Professionally-designed and written proposal templates

Qwilr

Overview

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business. Whether it’s creating an impressive brochure about your business, a compelling proposal to win the job you want, or a report reflecting on the work you’ve done, we’ll help you communicate your best professional self to your clients.

Key Features

  • Set up colors, fonts, and templates
  • Invite your team and collaborate on the same document together
  • Integrate with CRMs, accounting tools, and more
  • Protect your document with passwords, time limits, and view limits
  • Track and analyze how your sales and marketing material is browsed

RFPIO

Overview

RFPIO delivers revolutionary proposal management software that enhances collaboration and fosters a truly efficient response process.

Key Features

  • Import from any source, like docs and spreadsheets
  • Export answers to the original file or a custom template
  • Instant insight into your RFx status, for visibility of the whole process
  • Track progress of RFP completion
  • Connect your favorite technologies through strong integrations
  • Intelligent answer library and auto-response

Seismic

Overview

Seismic is the leading sales enablement platform that improves alignment between Sales and Marketing. Seismic provides a platform that allows for quickly creating custom content, tracking in-depth content analytics, collaboration, and managing an organization’s content.

Key Features

  • Integrate with third party applications
  • Collaborate more effectively on content in real time
  • Manage and distribute content distribution from one location
  • Advanced content discovery and search
  • Improve content quality with ROI metrics
  • Real time sales engagement metrics create richer experiences with prospects
  • Dedicated just in time training within content
  • Central location to receive product and industry updates
  • Hyper personalized content within a few clicks with data rich presentations
  • Desktop and mobile access

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