Features
Top Performing Features
Proposal distribution
Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.
Category average: 8.7
Interactive proposals
Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.
Category average: 7.3
Proposal content tracking
Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal
Category average: 8
Sales proposal workflow
Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals, and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.
Category average: 7.5
Proposal Creation & Organization
Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.
Proposal branding
Allows users to create branding rules and/or scan proposals for brand compliance.
Category average: 8.5
Proposal templates
Allows users to utilize proposal templates for standard proposal layouts, with variable fields.
Category average: 7.8
Proposal content library updates
Users can update saved proposal language and standard proposal content.
Category average: 8.5
Guided proposal creation
A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.
Category average: 7.5
Searchable proposal database
Proposals are organized in a central repository; users can easily locate proposals within the database.
Category average: 7.8
Proposal Collaboration & Workflow
Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.
RFP management & response
Proposals can be created based on RFPs received.
Category average: 8.5
Proposal collaboration & approval
Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.
Category average: 8
User permissions/proposal editing controls
Users can set appropriate, granular controls over who can view vs. edit elements of proposals.
Category average: 7.5
Sales proposal workflow
Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals, and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.
Category average: 7.5
Proposal automation user interface
User interface for setting up proposal automation is user friendly and easy to navigate.
Category average: 7.2
Proposal Delivery
Features related to the distribution of proposals to clients and client interactions with proposals.
Proposal distribution
Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.
Category average: 8.7
Interactive proposals
Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.
Category average: 7.3
Proposal content tracking
Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal
Category average: 8