Software para Gestión de ofertas

Loopio's RFP response software streamlines the way enterprises respond to RFPs, RFIs, and Security Questionnaires. Why dig through past proposals, chase subject-matter experts, and spend hours updating old content when Loopio can help automate this for you. Book a demo today to find out why our customers are saying that Loopio is "The Best Thing Out There For RFPs". Learn more about Loopio

Our clients tell us they are more efficient, more secure, and teams more engaged when they use Huddle! Huddle provides the industry's most secure document collaboration solution for government and enterprise. With Huddle, you get an easier way to collaborate and co-edit documents, control file versions, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Learn more about Huddle

Proposify is a simple way to deliver winning proposals. Save over 2 hrs compared to Word, InDesign, or Google Docs. Unlimited access to a gallery of beautiful templates with pre-written copy for a variety of services. All templates are customizable to fit your business & brand voice. We're the proposal tool of choice for salespeople & entrepreneurs because we understand sales. We get the challenges of growing a business. Every feature is designed to get you one step closer to client sign-off. Learn more about Proposify

RFPIOs cloud-based software helps streamline proposal management in the RFP response process. The solution automates import and export functions, centralizes content, and facilitates collaboration among stakeholders. A dynamic answer library, enhanced by an intelligent recommendation engine, provides centralized content and a collaboration hub. Technology integrations allow teams to connect instantly to people and content, and reports and dashboards give clear visibility into RFP progress. Learn more about RFPIO

WorkflowMax, a cloud-based project/job management solution is loved by 10,000+ businesses. Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time should try this software. Supercharge your profitability and sort out all your project/job/workflow management needs with our all-in-one system. Track leads/quotes/timesheets/job tracking/costing/invoicing/reporting plus Integrates with 30+ other systems. Try it now! Learn more about WorkflowMax

Expedience Software creates fast, accurate, and beautiful proposals directly from Microsoft Office! Automate RFP & RFI responses (even Excel RFPs!), FAQs, DDQs, SOWs, Questionnaires, PowerPoint presentations, and more! With more than 20 years of proposal automation experience, Expedience is the premier solution for sales and proposal professionals in financial and asset management, healthcare, legal, manufacturing, and technology organizations. Become a delighted customer today! Learn more about Expedience Proposal Software

The Octiv platform allows customers to create, share, sign, store and analyze documents in the cloud at anytime, from any device. Octiv integrates data from CRM, CPQ, ERP and other systems to streamline workflows, save time and accelerate sales opportunities. Founded in 2010, Octiv serves over 400 organizations including large enterprises such as General Electric and Siemens, and high-growth companies like Lindamood-Bell and InsightSquared. Learn more about Octiv

PandaDoc is the complete digital document solution, designed for efficiency. Create, send, track, and eSign documents -- all from one intuitive and easy-to-use platform. Supercharge your CRM with our PandaDoc integrations. PandaDoc is an ideal platform for managing organizational documents including proposals, quotes, contracts, HR documents, and more. Create media-rich documents with a single click. Access completed documents from inside the platform at any time. Learn more about PandaDoc

QuoteWerks is an affordable turn-key quoting and proposal solution with over 82,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectWise, salesforce, MS CRM, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, Tech Data, Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more. Learn more about QuoteWerks

XaitPorter is a cloud based proposal software that enables you to produce proposals, RFPs, RFIs and RFQs up to 70% faster. In XaitPorter your team work in one document, simultaneously. XaitPorter automatically manages formatting, layout and numbering. The built-in workflow makes proposal management easy, giving you complete control. Save time, focus on the content of your proposals, and win more business. Xait holds the ISO 27001 Certification and has been named a Cool Vendor by Gartner. Learn more about XaitPorter

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 used to take days or weeks to produce now takes minutes to create. No IT professional or consultant is needed to implement and maintain SmartDocs. With SmartDocs your team will spend less time writing and eliminate costly mistakes. SmartDocs is perfect for teams of 10, 100, 500, or more. Learn more about SmartDocs for Microsoft Word

Practice Ignition is proposal management software with a built-in contract generator and payment processing. We allow you to build a proposal in minutes (on average our users save 20+ hours per month). With built in payment processing you can collect recurring and one-off payments. Then you can automate your accounting and workflow tasks through integrations. Practice Ignition will help you sign more clients, improve cash flow, streamline client on-boarding and forecast your company's success. Learn more about Practice Ignition

For Marketing & Sales team responding to RFPs, you get #1 A powerful search engine that helps you find, edit, and reuse past proposals & responses in seconds. #2 Your whole team on the same page with centralized, real-time collaboration. #3 Clean dashboards that visualize progress, showing who is working on what, and what needs to be done. In other words, the "process" managed, so you can focus on content. Flexible pricing structure lets you pick the plan that fits your needs and your team. Learn more about RFP365

Produce professional sales documents faster to win more deals! Qvidian is a perfect fit for companies of 1000 employees or more. Drive efficiency with a single trusted content library. Expedite RFP draft creation with intelligent AutoFill. Streamline content approvals with automated workflows. Measure results with visual analytics dashboards. On average, Upland Qvidian clients report increasing productivity by 40% and win rates by 28%. Learn more about Qvidian Proposal Automation

Save time and win more work by replacing your PDF proposals with interactive and mobile-friendly webpages that plug into your systems and are as easy to build and reuse as they are beautiful. * Powerful WYSIWYG editing * Interactive quoting and rich media embedding tools * Accept button with e-signatures and payments * Integrations with Slack, Zapier, accounting apps (Xero, FreshBooks & QuickBooks) and CRM apps (Salesforce & Pipedrive) * Rich document analytics * Advanced security tools Learn more about Qwilr

Document management software system that streamlines the day-to-day business activities of thousands of companies around the globe, saving them time and money. Its a powerful and integrated software to manage all your documents; all the files necessary for the success of your organization. The more documents you have the more you need a reliable, scalable, and fast document management software. Manage your limited resources effectively! Learn more about infoRouter

WinCenter for Proposal Management gives you what you need to win business. It brings the work of Capture and Proposal Management into a single system that runs on top of Microsoft SharePoint. You can now have full visibility across your business development lifecycle. It eliminates the gaps and inefficiencies. The work is automated and made easier, more convenient and collaborative. And, WinCenter is unusually flexible empowering you to change and enhance it to fit your way of working. Learn more about R3 WinCenter

Create your library (or multiple libraries) of reusable content. Assign SME's by category. Track RFPs with dash-board and detail views. And use RapidResponse to find approved answers for every question in your RFP. RFPMonkey.com concentrates on your content - managing and accessing it. Using RFPMonkey will save you tons of time, allow you to share information more readily, and help you communicate RFP progress, status, and outcomes. Short-term POCs are available, as are free demos. Learn more about RFPMonkey

Quotient is super-intuitive online quoting software that lets you create, send and manage your quotes. You'll save time and make more money with Quotient. Available 100% securely anywhere on the Mac, Windows and iPhone/iPad. Quotient seamlessly integrates with Zapier, Xero, QuickBooks Online, Insightly, Capsule, Highrise and MailChimp. Learn more about Quotient

Meridian for RFP Analysis not only automates the complex process of requirements managements, it also expedites the development of annotated outlines, compliance and cross-reference matrices, and author worksheets for narrative input. It can even assemble the authors narrative into a draft proposal. If you want to be better prepared for kick-off meetings, provide your proposal team with the critical proposal artifacts needed to develop a winning proposal and save time, please contact us! Learn more about Meridian for RFP Analysis

Event professionals can finally curate the thousands of pieces that come with every event and be perfectly profitable. From the form on the website until picking up at strike, Curate helps the professional be in complete control. Everything from proposals that consider COGS, to rental management, to merge 12 supplier lists for a single week. It even has drag and drop from Pinterest! Finally a way that tasks can be delegated to team members with complete confidence that they'll get done. Learn more about Curate

A single platform for all your job management needs; from quotes to timesheets, job tracking and costing to project management and reporting, invoicing, lead management and more. WorkflowMax is loved by more than 7000 service businesses, providing a total cloud-based business solution for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone else who bills by time. Integrates with 30+ other systems.

A single platform for all your job management needs; from quotes to timesheets, job tracking and costing, project management and reporting, invoicing, lead management and more. WorkflowMax is used and loved by more than 7000 service businesses globally, providing a total cloud-based business solution for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone else who bills by time. It integrates with more than 30 other systems.

Privia provides an array of products to help organizations streamline the entire bid, capture & proposal process from pipeline management & reporting to teammate collaboration & proposal development. Unlike other document & collaboration tools, Privia is focused on combining all workflows & documents as you evaluate bids and develop proposals. We also offer a wide variety of professional services, including a team of proposal experts who are available to augment your proposal team.

Proposal Management solution that helps your company make the most of your marketing collateral.

ePROPOSAL enables you to create and send personalized, media-rich proposals in seconds.

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.

Tilkee is a SaaS tool which tells you exactly how anyone reads any document that you send through any channel so that you can contact the right prospect, at the right time, with the right action to seemlessly close more deals & maximise your revenue. Tilkee alerts you in real time as to how much time was spent on each page by each person, on which device, % of the document read etc. Our algorithm scores each prospect's interest to help you prioritise your follow-ups and close the deal!

Web-based proposal creation tool with electronic signature support and optional fees additions.

We are disrupting document tracking and eSigning. Document tracking and electronic signatures are often used separately. Combine them, add intelligent sales automation and see the difference in number of closed deals. GetAccept users close 83% more deals than industry average. GetAccept offering sales proposal workflow, eSignatures, video introductions, document analytics, deal accelerator and much more! Create your free account today and learn the secret behind successful sales.

Bid and tender management systems that support your teams to improve the quality of their tenders and ultimately to win more work!

Build powerful sales proposals online in minutes using our simple proposal creator. Then see how and when your recipients interact with every proposal with our sales proposal analytics tool.

Thousands of European Tender Portals in One Tool. Translated and Tailored for Your Business. Finding relevant tenders has never been easier. See something you like? One click is all we need. Our unique Tender Fingerprint algorithm processes the tender you are viewing and creates an unique fingerprint so we can match it to relevant tenders in the future. No time wasted selecting categories or setting filters. No more keywords needed.

RFP Tool for Investment Fiduciaries! InHub's eRFP solution allows users to create a customized RFP questionnaire, submit the questionnaire to chosen candidates, evaluate proposals side-by-side, take notes online and prudently document the entire process for a fiduciary audit file. Common RFPs types include Investment Consultant RFPs, Recordkeeper RFPs, Actuarial RFPs, Trustee RFPs, Investment Manager RFPs and more. Sample RFP questions, potential candidates and additional services are offered.

Proppy is an online proposal tool for writing proposals quickly. It supports e-signatures, analytics, cost tables & much more.

Create impressive business proposals online in minutes. Empower your sales team to win more business. Quickly create, send, manage and track engaging multimedia eBrochures, proposals, price and product quotes, contracts, presentations and more. Shorten the sales cycle and customer close rates with analytics. Integrates with Salesforce, Microsoft Dynamics, NetSuite, Hubspot, Zoho, Base, DocuSign, Sertifi and Right Signature.

We've spoken at length with hundreds of successful consultants and agencies about proposals. Here's what we learned: Delivering proposals is a constant struggle with procrastination, overly-complex tools, and scattered organization. Nusii is designed from the ground up to help you create beautiful proposals without fighting software or digging through old files. Spend more time on your clients, and less time on proposals. We think you'll win more business that way.

Leading Sales Software for Security Integrators created to help our clients build strong & permanent operational methodologies throughout their company. WeSuite provides lead management, quote & proposal generation, real time reporting, in-the-field quoting & surveying, in addition to over 10 software modules targeted for business improvement. WeSuite solutions provide immediate ROI & ongoing savings along with excellence in training & ongoing support ensuring the highest level of satisfaction.

iQuoteXpress (IQX) is an affordable, easy-to-use, fully supported, web-based CPQ solution that helps sales teams of all sizes send more and more effective proposals and quotes. Designed by salespeople for salespeople, IQX includes custom proposal templates, centralized product and pricing catalogs, quote tracking and reporting tools, and more all in a flexible solution that may be used standalone or as part of your CRM. From implementation to everyday use, you'll enjoy unlimited live support.

EndeavorCPQ automates the sales quote-to-order process, empowering sales professionals to spend more time in front of customers and less time behind their desk. A cloud-based, go-anywhere software, EndeavorCPQ pulls data from leading CRM and ERP systems, eliminating errors and ensuring accurate backend updates. Using click-by-click configurations, on-the-go sales professionals create marketing-approved, expertly branded quotes and proposals, available instantly for the prospect.

A Forester Wave Leader for CPQ. Configure Price Quote by CallidusCloud does more than automate the quote and proposal process. CPQ provides you with pricing behavior intelligence to help determine pricing trends. See what products are selling most, to whom, when, and at what price. CPQ by CallidusCloud allows you to quickly configure, price, quote, propose, and sell your offerings from any device. Make Money, Faster! Start your free trial today or contact CallidusCloud for more information.

Offers service providers and contractors powerful solutions for managing business processes and tracking project information.

EasyPQQ proposal and tender management software is specifically designed to save time, improve quality and help you win more work. It's the ideal solution for streamlining the process involved in completing all kinds of RFI, RFP, RFQ PQQ, ITT and all other types of bid. Functionality includes: content management; native search; auto-response suggestion, previous answer knowledge base; CVs & Case Study database; branding & design; reporting.

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, and turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.

Better Proposals helps you create your proposals faster, makes them look more professional and gives you all the tools you need to win the job as quick as possible. Knowing when your proposals are opened, forwarded and downloaded helps you follow up at exactly the right time in the most appropriate way. Allowing your clients to sign your proposals online means you can strike while the iron is hot. Sending better proposals creates you a better business.

Proposal and contract creation software with a database of sample proposals as well as project management and estimating features. Thousands of pages of included content (templates, samples, how-to guides). Hundreds of visual design themes. Works on Mac and Windows (optional included Wizard software requires Word for Windows). Software helps create customized templates for all types of proposals - business proposals, grants, contracts, quotes, bids and other detailed business documents.

The Document Analyzer (Pro. & Standard) - Be productive in < 15 mins. - Assists Proposal, Bid, and Business Development teams with improving their Probability of Win (pWin). Shred RFPs into nomenclature segments/paragraphs & sentences within minutes. Includes other tools such as Matrix Builder (Compliance Matrix & Storyboards), Readability tool for Draft Proposals, Diff SxS (Differences between RFP releases) & AcroSeeker. Work in in your own secure environment (SCIF). We provide affordable tools

Create impressive online business proposals and presentations, track client access, and get signed in seconds with just an email.

Looking for a better way to handle sales in the field? Meet Routzy, your new best friend! This little iPad app will let you draw up killer quotes, create dynamite presentations, manage contacts, fill and file forms, create sales routes, and moreall on the go! Whether you're online or offline, Routzy gets the job done!

Reduces the amount of time sales people devote to compiling, writing, editing and formatting sales proposals.

Easy to calculate, configure and put together complete quotations, contracts, orders and other sales documents in any language. It is also particularly easy for product specialists to maintain, without the need for in-depth IT knowledge. This means that it is possible for product rules, prices, texts and illustrations to be maintained directly by product specialists, without having to transfer knowledge back and forth from the product specialist to the IT department.

Tacton Configurator is a suite of software tools that provide outstanding product configuration capabilities in any scenario, to support sales and order processing as well as custom engineering and modular product development. It can be used online or offline, stand-alone or embedded into other applications, such as e-commerce, ERP, CRM, PLM, and CAD.

Experlogix develops, markets and supports CPQ (Configure, Price, Quote) product configuration software used by manufacturers, high technology companies, professional service firms, publishers and many other businesses worldwide to improve their quote, order and manufacturing performance. Built on Microsoft .NET technologies, Experlogix Configurators are available on-premise, on-demand, via portals and off-line.

Software to help you create and manage great proposals. Includes online collaboration, version control, and integration with MS Word.

The 1st proposal design software specifically for the Event Planning industry. This innovative web-based tool enables Event Planners to save time by quickly & easily creating professionally designed proposals without the need for a graphic designer. Event Planners can quickly customize any of the free templates to match your brand or client aesthetic - allowing you to create powerful first impressions, stand out from their competition, impress your potential clients & win more business!

The industrys most trusted deal space. Our industry-leading virtual data rooms (VDRs) facilitate more than 6,000 transactions annually. Intralinks VDRs are the leading solution for high-stakes, strategic transactions from M&amp;A due diligence to partnership negotiation. We understand our customers challenges and support a broad range of business requirements.

Internet application which enables organizations to plan, assemble, review, store, and disseminate proposal information. VPC is a collaborative web browser based tool that provides configuration management, version control, intelligent search, and work flow tools.

SWProposal is a unique tool which helps you create professional and attractive software proposals for development projects. The CRM functionality keeps track of daily sales activity, maintains a list of potential and current clients with a negotiation history, stores all related files and documents, helps to generate appointments, etc. - all in one system for software Development Company or freelancers. Get proposal samples, templates and proposal ideas today at swproposal.com. Check now!

Create, send and track professional sales proposals that can be viewed/accepted by your client online, from any device. - Create templates of individual sections or entire proposals to save you time when creating proposals - Send online sales proposals to your clients that look great on all devices (computer, tablet, phone, etc.) - Integreate images and streaming video into the proposals - Get notified when your client first views the proposal - Track sales performance with sales analytics

Collaborative platform for quote management for buyer & supplier side. Assessments, pricing, vendor management, contract execution.

The Proposal Architect provides a highly-structured business process for writing federal proposals.

Proposal generation software that also helps with creation of invoices, business letters, and contracts.

SharePoint based adaptable RFP, RFQ, and RFI response management tool that integrates with MS Office.

Powerful software for contractors who sell and install AV, Security, Medical, IT and Electronic Systems.Works with QuickBooks, Online Product Library with 100,000+ AV and Security Products. 30 Day risk free guarantee.

PitchPerfect enables users to build high quality, fully branded pitch and BD documents in seconds, pulling content from a single CMS (MS SharePoint). Add, edit, and move content from within Microsoft Word and PowerPoint, without using a wizard-based or online system, simply by using the dynamic PitchPerfect ribbon. Search through and insert content easily with configurable search fields and our inbuilt preview tool. Record pitch data to automatically create visualisations and reports.

Create quotes and sales proposals in minutes with accurate pricing and compelling templates. Get notifications when customers view your sales proposals or leave comments. See what sections they read. Call at just the right time. Sign online. Automatically add customer, product, and pricing information-- no more copying and pasting. Define discount rules to avoid panicked discounting during negotiations. Define cross-sell and up-sell rules, and use a simple configurator to avoid errors.

Qorus is best known for its intuitive pitch, proposal & RFP solution. Bid teams globally use Qorus. The solution plugs in to Microsoft Word, PowerPoint and Excel, & provides a user-friendly SharePoint interface with powerful search functionality. This enhances collaboration, as multiple users can contribute to a live document in real time, with all content and changes being saved. Qorus enjoys 95% customer renewal rates & is the 2017 Microsoft Partner of the Year for Customer Experience.

A web-based application for proposal creation that allows for content sharing, response and business intelligence monitoring.

Saydoc Document Analytics are the best way to help you track when and how much time your recipients spent on each page of your document. With Saydoc real-time intelligence you can follow up when you know your document is top-of-mind. Analytics are broken down by Recipient name, then each page of your document per time spent, phrases searched, physical location, devices used and much more. You can even set your document to self-destruct at a specific time or protect with login credentials.

Quickly generate professional proposals and RFPs that will win new business.

A B2B proposal automation system that helps you win more sales by using our unique technology and knowledge management practices to create intelligently designed proposals.

Save time, money and improve quality of proposals and other documents. Enable Sales to get on with selling.

Weight issues, import proposals, score vendors, determine best quality vendor, and eliminate cutting and pasting spreadsheets.

Brings together automated product configuration, pricing and document generation into one platform for complex solution providers.

An open source proposal appraisal software that comes in three versions: Coldfusion, PHP, and Java-based.

Proposal software for system to system submissions to Grants.gov. Integrates with your existing research administrative system.

Template-based PDF proposal creation application for project proposals.

Project management and proposal writing software for H2020 research projects.

Wind, solar, and efficiency sales proposal generation application for United States and Canada sales.

Quote and proposal creation software with instant access to past line items and an option to send proposals via email of PDF.

Proposal Manager is a modular proposals management solution that allows for the complete management of RFPs for virtually any industry. This robust application is designed to be integrated with your existing ERP or MRP system, empowering your sales team to have accurate product information on-demand. We also equipped this application with the ability to manage your customers and their contact information, which will allow you to, quickly and efficiently generate and deliver proposals.

Template-based software for creating proposals and quotes. Functionality includes side note translating capabilities.

Proposal writing solution for small businesses that helps gather project requirements with customizable online client questionnaires.

SmartOffice is a cloud based project management software. Create beautiful proposals quickly using our one-of-a-kind tools. Once you close the deal, invoice the client, order the products and schedule the work. Implement a better process with SmartOffice Online today. The SmartOffice Online ecosystem integrates with cloud systems, providing you flexibility and control over your business process from end-to-end.

Non intrusive requirements management used to track the completeness of software documents, of process documents, and more. Reqchecker generates traceability matrix with impact analysis. Keep your existing documents ! Reqchecker analyses your documents under several formats : WORD, EXCEL, POWERPOINT, PDF, source code, XML and more. There is no requirement in your upstream documents? No problem, Reqchecker can use the heading numbers for PDF and WORD documents.

Business proposal and sales quotation software that provides alerts, sales forecasting, images/videos adding, and legal compliance.

Digiquoto is a sales proposal software which help you write beautiful sales proposals. It utilises professional sales proposal templates and helps you deliver the content with ease.

Proposal Software, Inc. (PSI) has the worlds most powerful proposal software & sales enablement tool. Some of the largest financial, asset management, healthcare, & technology companies use PSI to streamline their RFP response processes, empowering them to manage high proposal volumes with lean teams. Easily search for approved content in a centralized database, create proposals in minutes in the assembly center, and streamline approvals with your subject matter experts- all with a few clicks.

VisibleThread gives you back control of your content by helping you analyze and optimize thousands of documents quickly and accurately. If you are shredding multiple RFPs, scanning documents for compliance or reviewing proposals for clarity and consistency, then VisibleThread can help you. Scans MS Office, PDF docs and entire websites for readability, quality and liability concerns. Customers include Boeing, General Dynamics, Northrop Grumman and 9 of the top 15 US Govt contractors.

Create beautiful sales proposals, track their progress and get help to close your deals faster.

Tool to manage the proposal process with templates to help your team collaborate and get organized.

Zimit is the leading cloud based CPQ (configure price quote) solution for the enterprise services industry. Solution catalogs. Guided selling. Quotes. Automated proposals. Simple approvals. Quote analytics. In other words: Fast. Simple. Low Cost. More Revenue.

Enterprise Management Suite for Proposals - manages Request For Proposals, Request for Information, Request for Quote and more.

Allows you to create online-based web quotes and proposals in a matter of minutes. Create different styles and layouts.

Presentation tool that allows you to create custom proposals for your customers - invoicing, follow up system and easy to add PDF docs.

Easy way to Create and Manage Quotes and Proposals..

Opportunity and Bid Management Software

You compete for tenders - and we'll guide you every step of the way so that you regularly win public procurement contracts!

A low cost, easy to learn, MEAT tender assessment tool for individuals, companies and organisations needing a low overhead solution.

Increase client conversion rates and the productivity of your engineering/sales teams with this corporate proposal generation software

Proposals, invoices, scheduling and client management for freelancers. Designed with the freelancer workflow in mind from start to finish, with Lancelot, freelancers can win more clients, save time and get organized. Create professional and fully customizable proposals, track clients opens and views, accept signatures online and much more.

Estimo keeps all your sales data (estimates, clients, rate cards, products and project performance) in one place. With Estimo you can create, deliver and e-sign your proposals quickly and efficiently. Save time creating customized templates and products to be re-used, collaborating with your team, managing pricing changes, timeline and dependencies, downloading the proposal in PDF format and tracking profitability with a comparison of sold hours against the actual time worked.