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What is Proposal Manager?

Proposal Manager serves as a dynamic platform for proposal management, adept at addressing RFPs across multiple sectors. This all-encompassing tool is crafted to integrate smoothly with existing ERP or MRP systems, granting your sales team immediate access to accurate product details. The application features a fully customizable Product Configurator, allowing users to specify available features and options while easily adjusting the pricing for each selection when necessary. In addition, it includes a customer management component that streamlines the organization of client information, enabling quick and efficient proposal generation and distribution. If your company struggles with generating precise and thorough proposals, Proposal Manager emerges as the comprehensive answer to automate and enhance the RFP process, helping you maintain a competitive edge in the industry. Moreover, implementing this solution can drastically cut down the time allocated to proposal management, thus liberating valuable resources for other essential business operations. With its robust capabilities, Proposal Manager not only optimizes workflow but also empowers your team to focus on strategic growth initiatives.

What is Proposable?

Revamp your proposal process by removing the monotonous tasks of copy/pasting and searching for replacements across all new client and lead proposals. With just a few clicks, you can revolutionize your workflow, slashing the time required from hours down to just minutes, all while impressing your clients with stunning proposals that distinguish you from others in the market. Enrich your sales presentations by embedding videos and rich media directly into your proposal pages, thus crafting a captivating experience that leaves a memorable impact. Eliminate the stress of tracking payments once your proposal is accepted by enabling proposal payments, which allows you to swiftly collect initial payments through a straightforward client process: review, accept, pay, and you’re good to go! Seamlessly integrate with the tools you already utilize to manage sales data, facilitating a streamlined and effective proposal process. Dynamically create proposals from your CRM opportunities and effortlessly push updates back into your CRM, which not only enhances visibility into your ongoing deals but also improves your overall sales strategy. By adopting this method, you not only save valuable time but also enhance your productivity, significantly boosting your likelihood of successfully closing deals. In the end, this innovative approach fosters a more organized and efficient sales environment, ultimately leading to greater success.

Media

Media

Integrations Supported

Capsule
Insightly
Pipedrive

Integrations Supported

Capsule
Insightly
Pipedrive

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Coldwater Technology

Date Founded

2006

Company Location

United States

Company Website

www.coldwatertech.com/applications/proposal-manager/

Company Facts

Organization Name

Proposable

Date Founded

2009

Company Location

United States

Company Website

www.proposable.com

Categories and Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Categories and Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

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