Name: ClientSky
Rating: 8 (2 reviews)
Author: Jaroop

Help Desk

Web and Video Conferencing

Customer Support

Cross-Browser Testing

Mobile App Development

Product Analytics

Development

Online Proctoring Software

Education

Business Intelligence (BI)

Collaboration

Enterprise Generative AI

Enterprise

Accounting

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Job Board

Payroll

Recruitment Agency

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

Application Server

Cloud Storage

Consulting and Advisory Services

Cybersecurity Consulting

Database Load Balancing

Distributed Denial of Service (DDoS) Protection

Embedded Business Intelligence (BI)

Embedded Database

Enterprise Architecture Management

Fraud Detection

Function as a Service (FaaS)

Integration Platform as a Service (iPaaS)

Mobile Data Security

Mobile Device Management (MDM)

Mobile Identity

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Software Composition Analysis (SCA)

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

App Store Optimization (ASO)

Appointment Scheduling

Competitive Intelligence

Content Management

Customer Journey Mapping

Email Marketing

Gamification

Heatmap and Session Recording

Landing Page

Marketing Automation

Mobile Advertising

Online Proofing

Social Media Management

Social Media Marketing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Call Recording

Customer Relationship Management (CRM)

Lead Generation Services

Multichannel Retail

Product Configuration

Quote to Cash

Sales Email Tracking

Sales

Cloud Infrastructure Entitlement Management

Identity Threat Detection & Response Software

Virtualization Security

Security

Construction Workforce Management

Dental

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.

Proposify

Likelihood to Recommend

Likelihood to Renew

Usability

Support Rating

Proposal Creation & Organization

Proposal Collaboration & Workflow

Proposal Delivery

Proposal branding

Proposal templates

Proposal content library updates

Guided proposal creation

Searchable proposal database

Proposal collaboration & approval

User permissions/proposal editing controls

Sales proposal workflow

Proposal automation user interface

Proposal distribution

Interactive proposals

Proposal content tracking

Qvidian RFP & Proposal Automation

Availability

Online Training

In-Person Training

Implementation Rating

RFP management & response

Upland Software

Responsive

Responsive (formerly RFPIO)

Qwilr

XaitPorter

Performance

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

ClientSky is a sales proposal automation software solution offered by Jaroop.

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

Business

PandaDoc

Electronic Signature

ClientSky

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

Proposal

Jaroop

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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ClientSky

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Pricing

ClientSky

What is ClientSky?

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Alternatives Pricing

QuoteWerks

What is QuoteWerks?

PandaDoc

What is PandaDoc?

Product Details

What is ClientSky?

Comparisons

Compare with

QuoteWerks

Proposify

Qvidian RFP & Proposal Automation

Responsive

Qwilr

XaitPorter

Loopio

Ignition

Bidsketch

PMAPS

Reviews