Features
Top Performing Features
Searchable proposal database
Proposals are organized in a central repository; users can easily locate proposals within the database.
Category average: 7.8
RFP management & response
Proposals can be created based on RFPs received.
Category average: 8.5
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
Proposal collaboration & approval
Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.
Category average: 8
Proposal Creation & Organization
Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.
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 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