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What is simplyreliable|OS?

simplyreliable|OS is an all-in-one, cloud-based operating system that enables systems integrators to run their businesses from proposal to project completion with unmatched efficiency. It supports contact management, proposals, invoicing, purchasing, inventory, scheduling, work orders, and time tracking in one integrated platform. The system integrates directly with QuickBooks Online or Desktop, eliminating duplicate data entry and streamlining accounting processes. Its zeroSETUP feature ensures product catalogs are automatically updated, while Smart Assemblies prevent errors by recommending the correct accessories for each job. Beautifully designed proposal templates make it easy to deliver professional, client-ready documents in minutes, helping teams win more business. The platform also provides flexibility with web, iOS, and Android access, enabling staff to manage operations from anywhere. Calendar syncing with Google, Outlook, and Apple ensures that sales calls, installations, and meetings are always aligned. Change order management, automated purchasing, and progress invoicing further simplify complex project workflows. The setup process is quick—businesses can be live in under five minutes—and training through the smartPRENEUR Academy provides a complete walkthrough in just about an hour. By reducing complexity, lowering operating expenses, and centralizing workflows, simplyreliable|OS empowers integrators to focus on growth and deliver exceptional client experiences.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99/month/user
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

Simply Reliable

Date Founded

2002

Company Location

United States

Company Website

www.simplyreliable.com/simplyreliable-os/

Company Facts

Organization Name

Coldwater Technology

Date Founded

2006

Company Location

United States

Company Website

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

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

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