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What is Proposify?

Proposify is a digital proposal tool designed to give you oversight and management of the critical closing phase in your sales pipeline. This empowers you to approach deal structuring and finalization with both confidence and flexibility. By creating sales documents that maintain consistency and eliminate errors, you enhance your professional image. Additionally, you gain vital insights that help you streamline your process, ensure timely communication, and improve forecasting accuracy. Your clients and potential customers will appreciate a smooth sign-off process, enhancing their overall experience. Among its various features are a user-friendly design editor, electronic signature capabilities, and seamless CRM integrations. Moreover, the platform offers data-driven insights, interactive pricing options, and comprehensive content management tools, among many other capabilities that can elevate your sales approach.

What is Professional Document Analyzer?

The newly enhanced Professional Document Analyzer leverages advanced AI Natural Language Processing (NLP) to elevate content assessment and enhance readability significantly. This updated version emphasizes optimizing the user experience (UX) through a cohesive user interface (UI), delivering upgraded capabilities for document creation and management while ensuring increased adaptability and decreased complexity for users of all expertise levels, from novices to professionals. It adeptly analyzes your RFPs by recognizing key terms such as Must, Shall, Will, in addition to your chosen keywords and phrases, and supports six different file formats. Users can conveniently create a Compliance Matrix in just two clicks, available in either an Excel template or a Microsoft Word document. The Analysis Results panel offers extensive options for manipulating findings, including features to split, combine, annotate, and filter the data as needed. Additionally, sharing your Compliance Matrix and reports is also a straightforward task that involves only two clicks. This functionality enhances the tool's power while ensuring a remarkably user-friendly experience for anyone engaged in document analysis. The combination of these features provides a comprehensive solution that adapts to various needs within the realm of professional documentation.

Media

Media

Integrations Supported

APIANT
Basecamp
Formstack Documents
FreshBooks
Harvest
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Keap
Olark
Pipedrive
Podio
QuickBooks Online
Raklet
Retently
Salesforce
Stackreaction
Wufoo
Zapier
Zoho Books

Integrations Supported

APIANT
Basecamp
Formstack Documents
FreshBooks
Harvest
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Keap
Olark
Pipedrive
Podio
QuickBooks Online
Raklet
Retently
Salesforce
Stackreaction
Wufoo
Zapier
Zoho Books

API Availability

Has API

API Availability

Has API

Pricing Information

$35/month
Free Trial Offered?
Free Version

Pricing Information

$166.50 per user per year
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

Proposify

Date Founded

2012

Company Location

Canada

Company Website

www.proposify.com

Company Facts

Organization Name

Scion Analytics

Date Founded

2010

Company Location

United States

Company Website

scionanalytics.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

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

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

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

Text Mining

Boolean Queries
Document Filtering
Graphical Data Presentation
Language Detection
Predictive Modeling
Sentiment Analysis
Summarization
Tagging
Taxonomy Classification
Text Analysis
Topic Clustering

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