Name: BOEMax
Rating: 7 (1 reviews)
Author: ProjStream

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

K-12 Online Learning

School Management

Education

Business Intelligence (BI)

Collaboration

Enterprise Legal Management

IP PBX

Knowledge Management

Enterprise

Accounting

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Management

Cloud Storage

Consulting and Advisory Services

Converged Network Adapters (CNAs)

Data Catalog

Data Center Virtualization

Density-Optimized Servers

Fraud Detection

Function as a Service (FaaS)

IP Address Management (IPAM)

IT Asset Management

Integration Platform as a Service (iPaaS)

Machine Identity Management

Mainframe Monitoring

Managed Hosting

Mobile Device Management (MDM)

Network Monitoring

Network Performance Monitoring

Network Traffic Analysis (NTA)

Observability

Software Composition Analysis (SCA)

Software-Defined WAN

Time Series Databases

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

App Store Optimization (ASO)

Audio Editing

Click Fraud

Contact Management

Content Management

Contest Management

Digital Asset Management

Email Marketing

Gamification

Local Marketing

Marketing Automation

Mobile Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Quote to Cash

Sales

GDPR Compliance

Security

Chiropractic

Construction Workforce Management

Dental

ID Card

Nonprofit Fundraising

Oil and Gas

Patient Engagement

Vertical-Specific

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Proposal Software

BOEMax is a sales proposal automation software solution offered by ProjStream.

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.

Starter

Business

PandaDoc

Silver

Gold

Free

Bronze

Jotform

BOEMax

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

Proposal

ProjStream

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.

Proposal templates

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

Proposal content library updates

Users can update saved proposal language and standard proposal content.

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.

Searchable proposal database

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

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.

Proposal collaboration & approval

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

User permissions/proposal editing controls

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

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.

Proposal automation user interface

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

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.

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.

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

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BOEMax

Overview

What is BOEMax?