Name: Optimal Blue PPE
Author: Black Knight Financial Services

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Beta Testing

Continuous Integration

Development

Attendance Tracking

Career Center

Education

Business Intelligence (BI)

Collaboration

Data Extraction

Office Suites

Streaming Analytics

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

SaaS Spend Management

Finance and Accounting

360 Degree Feedback Software

Applicant Tracking

Corporate Learning Management

Freelance Management

HR Compliance

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Change and Configuration Management

Cloud Storage

Container Management

Digital Experience Monitoring (DEM)

Disaster Recovery

Enterprise Flash Array Storage

Fraud Detection

IT Service Providers

Integration Platform as a Service (iPaaS)

IoT Security

Message Oriented Middleware

Modular Storage Area Network (SAN)

Network Performance Monitoring

Open-Source Database

Phishing Detection and Response

Runtime Application Self-Protection

SSL Certificate

Virtualization Management

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Identity Resolution

Marketing Automation

Mobile Marketing

Retail Media Advertising

Social Media Management

Survey & Forms Building

Technology Review

Video

Video Editing

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead-to-Account Matching and Routing

Sales Content Management

Sales Forecasting

Sales

Cloud Security Posture Management

Security

Clinical Trial Management

Geographic Information

OSS/BSS (Operations Support/Business Support)

Online Voting

Retail Management

Vertical-Specific

medium

small

QuoteWerks Standard Edition

QuoteWerks Professional Edition

QuoteWerks Corporate Edition

QuoteWerks

Quote sharing/sending

Product configuration

Configuration options

Pricing rules

Price adjustment

Purchase history and open contracts

Guided selling/Sales portal

CPQ reporting & analytics

CPQ-CRM integration

Attachments to quotes

Order capturing

E-signature

Self-service CPQ

Proposals

Excel integration

Renewal management

Aspire Technologies, Inc.

large

Proposal management and RFP response software

Qvidian RFP & Proposal Automation

Proposal

Proposal Creation & Organization

Proposal Collaboration & Workflow

Proposal branding

Proposal templates

Proposal content library updates

Guided proposal creation

Searchable proposal database

RFP management & response

Proposal collaboration & approval

User permissions/proposal editing controls

Sales proposal workflow

Proposal automation user interface

Qvidian Qvidian RFP & Proposal Automation

Upland Software

Business

Qwilr

Proposal Delivery

Proposal distribution

Interactive proposals

Proposal content tracking

Proposify

Likelihood to Recommend

Likelihood to Renew

Usability

Support Rating

Responsive

Implementation Rating

Responsive (formerly RFPIO)

XaitPorter

Availability

Performance

Online Training

In-Person Training

Configurability

Product Scalability

Ease of integration

Vendor pre-sale

Vendor post-sale

Xait

Loopio

Loopio Inc.

Ignition

Bidsketch

Proposal Management and Production System (PMAPS)

Proposal Software

The Optimal Blue Product, Pricing & Eligibility (PPE) engine delivers functionality, enhances workflow efficiencies and helps mortgage lenders to stay competitive and execute profitable lending strategies.

Top Rated 2023

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Essentials

PandaDoc

Electronic Signature

Optimal Blue PPE

Application for automating construction of sales proposals and/or scanning content for ambiguous or non-compliant language

Black Knight Financial Services

Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.

Allows users to create branding rules and/or scan proposals for brand compliance.

Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

Users can update saved proposal language and standard proposal content.

A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

Proposals are organized in a central repository; users can easily locate proposals within the database.

Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.

Proposals can be created based on RFPs received.

Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.

Users can set appropriate, granular controls over who can view vs. edit elements of proposals.

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.

User interface for setting up proposal automation is user friendly and easy to navigate.

Features related to the distribution of proposals to clients and client interactions with proposals.

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.

Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.

Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal

Reviews

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Optimal Blue PPE

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Pricing

Optimal Blue PPE

What is Optimal Blue PPE?

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Alternatives Pricing

QuoteWerks

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PandaDoc

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Product Details

What is Optimal Blue PPE?

Optimal Blue PPE Technical Details

Comparisons

Compare with

QuoteWerks

Qvidian RFP & Proposal Automation

Qwilr

Proposify

Responsive

XaitPorter

Loopio

Ignition

Bidsketch

PMAPS

Reviews