Name: Lancelot
Price: 12.99 USD
Author: MarketBranch

Help Desk

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PHP Frameworks

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Online Proctoring Software

Education

Business Intelligence (BI)

Case Management

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Contract Analysis

Whistleblowing

Enterprise

Accounting

Financial Planning and Analysis (FP&A)

SaaS Spend Management

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

API Design

Change and Configuration Management

Cloud Storage

Cybersecurity Consulting

Data Center Backup

Data Center Cooling

Data Preparation

Data Warehouse

DevOps

Embedded Database

Fraud Detection

Function as a Service (FaaS)

Integration Platform as a Service (iPaaS)

Managed Security Service

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Requirements Management

Sensitive Data Discovery

User Virtualization

Virtualization Management

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Advocacy

Email Marketing

Marketing Automation

Mobile Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

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Sales

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Security

Apparel

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Geographic Information

Healthcare Learning Management

Intelligent Document Processing

Mental Health

Practice Management

Simulation

Text Analysis

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Lancelot is a proposal creation and management tool designed to assist freelancers and small businesses in creating professional and customized proposals. According to the vendor, Lancelot aims to simplify the proposal creation process and enhance the likelihood of winning deals. It offers a range of features that can be beneficial for various professions and industries.

**Cover Image**: According to the vendor, Lancelot provides a catalog of over 300k+ premium images from Unsplash or allows users to upload their own images. The inclusion of a visually appealing cover image can help create a professional impression on clients.

**Custom Sections**: Lancelot allows users to add and customize multiple sections to provide detailed descriptions of their services. Users can easily re-order or re-name sections to tailor the structure of their proposals.

**Fee Summary**: By adding individual line items, Lancelot enables up-front price transparency in proposals. The vendor claims that the tool automatically calculates the totals, facilitating the provision of a clear breakdown of costs.

**Reusable Library**: Lancelot offers a library feature where users can save proposal sections for future use. According to the vendor, this feature helps save time by allowing quick access and easy customization of pre-crafted sections.

**Formatting**: The slim WYSIWYG editor in Lancelot allows users to customize the order and format of proposal sections. The vendor states that this feature enables users to easily format and style their sections for a professional look.

**Preview**: According to the vendor, Lancelot provides a real-time preview of proposals, allowing users to see how they will appear to clients. This eliminates the need for assumptions and provides a clearer understanding of the final appearance.

**Send & Track**: Lancelot generates unique proposal links that can be sent directly to clients. The vendor claims that users receive real-time notifications when clients view their proposals, enabling better tracking of engagement.

**E-signature**: Lancelot eliminates the need for printing, scanning, and sending physical documents by allowing clients to view and approve proposals online with an e-signature. According to the vendor, this streamlines the acceptance process.

**Custom Branding**: Users can include their own logos in proposals to add a professional touch. Lancelot automatically includes the uploaded logo in the proposals for consistent branding, as stated by the vendor.

**Generate PDF**: Lancelot allows both users and clients to generate PDF versions of finished proposals. This feature facilitates easy printing or digital record keeping, ensuring that all parties have a copy of the proposal.

Basic

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

Proposal

MarketBranch

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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Lancelot

Overview

What is Lancelot?