Name: ProposalSmartz
Author: ProposalSmartz

Help Desk

Web and Video Conferencing

Customer Support

Online Learning

Education

Business Intelligence (BI)

Collaboration

Embedded Business Intelligence (BI)

Visual Collaboration

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Credentialing

HR Management

On-Demand Payment

Payroll

Professional Employer Organizations (PEO)

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

API Management

Browser

Cloud Storage

Component Content Management

Data Center Infrastructure Management

Data Pipeline

Data Quality

Endpoint Encryption

Fraud Detection

In-Memory Databases

Integration Platform as a Service (iPaaS)

Interoperability

Managed Print

Managed Public Cloud Infrastructure

Metadata Management

Network Performance Monitoring

Password Management System

Relational Databases

Virtual Private Network (VPN)

Voice Recognition

Vulnerability Management

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Content Management

Email Marketing

Event Registration

Heatmap and Session Recording

Intent Data

Landing Page

Marketing Automation

Marketing OS

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Webinar

Marketing

Project Management

Prototyping

Transcription

Professional Services

Customer Relationship Management (CRM)

Point of Sale

eCommerce

Sales

Antivirus

Insider Risk Management

Secure Service Edge (SSE)

Security

Church Management

Legal Research

Library Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Privia (discontinued)

Discontinued Products

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Responsive

Responsive (formerly RFPIO)

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Upland Software

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XaitPorter

Xait

Ignition

Loopio

Loopio Inc.

Bidsketch

Proposal Management and Production System (PMAPS)

Proposal Software

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

Privia's bid capture and proposal management tools were for companies handling RFPs / RFIs in the public sector. Privia was acquired by Xait, and is no longer available for sale.

Subscription

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

ProposalSmartz

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

Proposal

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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ProposalSmartz

Overview

What is ProposalSmartz?