Name: ProposalPath
Price: 99 USD
Author: STS Cloud

Help Desk

Web and Video Conferencing

Customer Support

Help Authoring

JavaScript Frameworks

Mind Mapping

Mobile App Development

Push Notifications

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Embedded Business Intelligence (BI)

Enterprise Generative AI

Partner Relationship Management

Enterprise

Accounting

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Content Delivery Networks (CDN)

Data Quality

Data Virtualization

Distributed Denial of Service (DDoS) Protection

Extended Detection and Response (XDR)

Fraud Detection

Identity Governance and Administration

Identity Management

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Print

Mobile Data Security

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Relational Databases

Scale-Out Storage

Secure Email Gateway

Smart Contracts

Tower Servers

Virtual Private Network (VPN)

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Appointment Scheduling

Competitive Intelligence

Content Management

Direct Mail Automation

Email Marketing

Email Testing

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Virtual Event

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales Intelligence

Sales

Antivirus

Security

Estate Planning

Insurance Policy Administration Systems

Insurance Underwriting and Rating

Mental Health

Public Transportation

Trucking Software

Vertical-Specific

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ProposalPath, developed by Bluebuzzard, is a cloud-based, end-to-end sales and catering solution that aims to streamline the process of creating engaging proposals, streamlining RFPs, and converting leads into satisfied customers. According to the vendor, ProposalPath is designed for businesses of various sizes, from small independent hotels to large hotel brands, convention centers, management companies, and travel agencies. It is widely used by sales teams in the hospitality industry, hotel brands, convention centers, independent hotels, and CVBs & DMOs (Convention and Visitors Bureaus & Destination Marketing Organizations).

## Key Features

**Simplify Proposal Creation**: According to the vendor, ProposalPath streamlines the process of creating engaging proposals by incorporating built-in automation and eliminating manual processes and fragmented systems.

**Generate Custom Quotes**: The vendor claims that ProposalPath allows users to create error-free quotes quickly and efficiently, customizing them based on specific event requirements to inspire upselling.

**Fast Contract Creation**: ProposalPath offers fast contract creation using pre-approved templates, ensuring accuracy and consistency while streamlining the process, as per the vendor.

**Efficient eSignatures**: According to the vendor, ProposalPath saves time and streamlines the approval process through built-in eSignatures, eliminating the need for printing, scanning, and mailing contracts.

**Streamline Lead Generation**: ProposalPath simplifies lead generation by providing online RFP forms, streamlining the process and improving response time and communication with potential customers, according to the vendor.

**Simplified Menu Management**: The vendor states that ProposalPath allows users to share clean, organized menus directly from proposals, simplifying the menu management process and ensuring accurate and up-to-date menu information for customers.

**Fully Integrated Sales Solution**: ProposalPath seamlessly integrates into existing infrastructure, streamlining RFPs, proposal creation, and lead conversion, as per the vendor.

**Create Engaging Proposals**: According to the vendor, ProposalPath enables users to create proposals that make a lasting impression on prospective clients, differentiating their offering with modern design.

**Ultimate Flexibility**: ProposalPath, as claimed by the vendor, offers the flexibility to generate beautiful, interactive proposals based on exact event requirements and property attributes, catering to various industries and markets.

**Responsive Design**: According to the vendor, ProposalPath optimizes proposals for viewing on desktop, tablets, and mobile devices with responsive design, ensuring an engaging experience on any device and meeting event planners where they are.

Basic

Quote Roller was a sales proposal automation software solution, now superseded by PandaDoc. Quote Roller is no longer available.

Individual

Business

Quote Roller (discontinued)

NiftyQuoter is a sales proposal automation software solution offered by NiftyQuoter.

Freelancer

Team

NiftyQuoter

ProposalPath

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

Proposal

STS Cloud

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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ProposalPath

Overview

What is ProposalPath?