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Research Outline
Prepared for Dan | Delivered October 1, 2019
RFP Software Providers
Review your project details
Goals
To gain a list and robust evaluation of several proposal and RFP software providers.
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Early Findings
G2
lists several viable alternatives to
P
r
o
p
o
s
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f
y
for those looking to change their proposal software. These include PandaDoc, Conga, GetAccept, ClientPoint, QuoteWerks, Oracle CPQ Cloud, RFPIO, ConnectWise Sell,
L
o
o
p
i
o
,
P
r
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p
o
s
a
b
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e
,
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n
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a
and RFP360.
GetApp's
curated list includes
Q
v
i
d
i
a
n
, ConnectWise Sell, Quotient,
P
r
o
p
o
s
a
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l
e
,
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n
d
a
v
o
CPQ Cloud,
Q
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o
t
e
r
, QuoteWerks, and many more.
BetterProposals
positions itself as a viable alternative to
P
r
o
p
o
s
i
f
y
.
Nifty
Q
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o
t
e
r
, Quote Roller and
A
p
p
t
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s
are also often
compared
to
P
r
o
p
o
s
i
f
y
.
It was unknown whether the goal of the software was from the vendor or sales team's point of view. We attempted to keep our search as broad as possible to capture the best possible providers.
PandaDoc
, one of the main competitors in this space, offers document tracking and notifications, advanced reporting and approval workflows. Their templates are completely
c
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z
a
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and unlimited. The UI is very clean and intuitive, offering WYSIWYG functionality.
A fully
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o
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content library allows users to personalize proposals by dragging and dropping custom images, videos, testimonials and more.
The
reporting
is available on
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d
u
a
l
and team level. Tracking can include time to close, revenue generated, close rate and document funnel details.
Screenshots of the software are available
here
.
Pricing
for PandaDoc is $9/user/month for basic/individual accounts, $25/user/month for unlimited
e
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g
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, $49/user/month for business level access including content libraries and enterprise pricing is available upon request.
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