Name: SumoQuote
Price: 85 USD
Author: SumoQuote

Customer Training

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Agile Development

Automation Testing

Cross-Browser Testing

Interactive Application Security Testing (IAST)

Product Analytics

Service Mesh

Development

Business Intelligence (BI)

Collaboration

Emissions Management

IP PBX

Knowledge Management

Enterprise

Accounting

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Scheduling

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Cost Management

Cloud Storage

Data Integration

Embedded Database

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Low-Code Development

Managed DNS

Mobile Identity

Network Performance Monitoring

Platform-as-a-Service (PaaS)

Privileged Access Management

Value Stream Management

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Audio Editing

Click Fraud

Content Management

Data Cleansing

Digital Rewards

Email Marketing

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Video Conferencing

Writing and Proofreading Tools

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Lead Management

Predictive Sales Analytics

Sales Engagement

Sales Incentive Compensation Management

Sales

Database Security

Security

Animation

Debt Collection

Laboratory Information Management

Legal Case Management

Spreadsheet

Vertical-Specific

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SumoQuote is a proposal tool for contractors that makes it easier to build professional proposals with customized estimates using saved templates and an in-built eSigning feature.

Light Plan

Heavy Plan

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

Silver

Gold

Free

Bronze

Jotform

SumoQuote

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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SumoQuote

Overview

What is SumoQuote?