Alternatives to UpMail
Compare UpMail alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to UpMail in 2026. Compare features, ratings, user reviews, pricing, and more from UpMail competitors and alternatives in order to make an informed decision for your business.
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ConnectWise CPQ
ConnectWise
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce. -
2
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
3
DocSales
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.Starting Price: $29 / month -
4
Sign.Plus
Alohi
Sign.Plus is a legally-binding electronic signature solution, designed to make workflows faster for businesses of all sizes, from large enterprises to SMEs and even individuals. Sign.Plus Features: • Fill, sign, and send PDF documents, contracts, leases, NDAs, agreements, and more. • Extremely easy-to-use eSignature solution available on multiple platforms, including web, mobile, Google Workspace, and more. • Monitor the progress of your signature requests in real-time. • Reusable templates to send out frequent documents to different recipients. • Certificate of completion that contains a tamper-proof audit report with details about the signers. • Set up a team and add your employees to your team. • Compliant with electronic signature regulations such as ESIGN, eIDAS, ZertES, and more. • Compliant with the world’s strictest data regulations such as ISO 27001, SOC2 Type 2. • Data encryption in transit and at rest. • Data residencyStarting Price: $9.99 per month -
5
TigerLRM
TigerLRM
TigerLRM is an All-in-One CRM with Sales Enablement built right in. Essential tools Include Content Management, Training & Coaching, a Sales Playbook, a Digital Asset Management system, a robust Mobile App, and more. With TigerLRM, you get: Digital Asset Management: Consolidate your marketing by including all your digital assets, such as whitepapers, brochures, content, and collateral, in one easy-to-access database. Sales Playbook: Get your sales and customer service team centered on your marketing message and counter objections with your sales playbook. Learning Management: Train new hires and upgrade the skills of your existing employees. You can create your own courses. Sales Enablement: Every company needs a sales enablement professional to apply proper sales enablement in the organization. Your SE professional can guide sales and customer service teams during the client buying journey.Starting Price: Free -
6
Showpad
Showpad
The Showpad Enablement Operating System® (eOS) unites marketing and sales teams to deliver revenue-driving experiences. Empower sellers with relevant content and training to engage buyers and run deals with confidence. With content and sales tools all centralized on Showpad eOS®, sellers can adapt to buyer needs instantly — knowing they’ll always have the right answer at their fingertips. Bring physical products to life in digital app experiences, from 3D models to 360° immersive showrooms, to enable more engaging in-person conversations. Plus, sellers can easily collaborate with decision-makers through comments and uploads in a Shared Space—a convenient and customized microsite that helps speed up the sales cycle. Scale the winning behaviors of top sellers with Showpad Coach to deliver the onboarding, training, and coaching your team needs to become trusted advisors and exceed targets. -
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GetAccept
GetAccept
GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.Starting Price: $25 per user per month -
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Bidsketch
Bidsketch
Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before. -
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iFOLIO
iFOLIO
iFOLIO is a cloud-based digital engagement platform that transforms sales and marketing in a more virtual world. Exceed pipeline and revenue goals, and meet buyer expectations faster, with better engagement. Deliver engaging, on-brand info in a couple of clicks. Update the same link easily or clone & customize. Share rich content 1-to-1 or to masses with personalized visual campaigns. Know who’s viewed your link, when, for how long, and exactly what they were looking at to prioritize leads with industry leading sales intelligence. Personalize a link or get a custom url for a website. Your link can be public, private, or password protected. Transform your presentations with rich media, differentiate your introductions, answer client questions with digital communications. Coach your team with the iFOLIO leaderboard, ignite your proposals, take action with real-time sales intelligence. Measure engagement with patented heat maps and convert with patented analytics. -
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QorusDocs
QorusDocs
Create business-critical documents more efficiently with QorusDocs. QorusDocs helps sales and business development teams bridge the content gap by offering powerful, intuitive pitch, proposal and content management solutions. With QorusDocs, teams can create accurate and up-to-date pitches, proposals, contracts, RFP responses, and more. QorusDocs is available on premise and in the cloud. Qorus proposal management software empowers your team to create tailored responses for proactive proposals, presentations, pitches, RFIs, RFQs and RFPs 5X faster. Whether you work in Managed IT Services, SaaS, Professional Services, or Legal, our proposal management software is purpose-built to help you stay competitive and simply win more business. With QorusDocs’ QPilot (QorusDocs AI Assistant), QorusDocs further accelerates content research, content generation and continues to simplify collaboration within sales, bid, marketing and business development teams to deliver business critical documents. -
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ClientPoint
ClientPoint
ClientPoint Enterprise platform helps you easily manage document and proposal generation, automation, tracking and AI-powered business relationship workspaces (called ClientPoints) and relationship sidebar for prospects, customers and partners. Schedule, message, video conference, share content, e-sign, and pay all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. The enterprise platform allows for integration of your CRM, ERP, BI and other tools, or use ClientPoint end point solutions, including custom CPQ, and formentioned tools, to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform -
12
Salesdrive
Salesdrive
Salesdrive is a B2B sales enablement platform that empowers revenue teams to convert leads faster by equipping them with content tools, interactive proposal builders, buyer portals, and real-time buyer analytics. It centralizes all sales and marketing content into a shared library so teams can present, share, and track documents in seconds while always staying on brand. Salesdrive’s tools include a proposal creator, portfolio visualizer, chart mapper, video navigator, business locator, and interactive learning modules, all designed to enhance buyer engagement and streamline the mid-funnel process. It offers a buyer engagement portal where prospects can interact with proposals, ask questions, accept offers, and stay in sync with sellers. It also supports CRM integration, content-based buyer insights (which track what content prospects view and for how long), auto-personalization, and content performance analytics. -
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iQuote Xpress
iQuote Xpress
Most proposal automation and quoting software requires days of training or paying for help from an IT consultant with a Ph.D in APIs just to get started. But with iQuoteXpress (IQX), we do the heavy lifting to rapidly deliver a customized, integrated, and fully supported sales proposal and quoting solution. It’s a configure, price, quote system that's easy to roll out and easy to use. Your sales proposals should reflect your brand values. IQX tailored proposal templates will help ensure a consistent look and feel for every quote you put in a customer's hands. We’ll build a custom, branded dashboard for your quoting software, and load your catalog of products, services, pricing schedules, even your customers and accounts. Sales enablement requires analytics, and we’ll deploy the back-end tracking tools to give you complete oversight, and help ensure no proposal or business opportunity goes missing.Starting Price: $39 per year -
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SalesRight
SalesRight
We’re excited to introduce FastSpring Interactive Quotes. Check out this brief product introduction with Mark Jacobs, Senior Program Manager at FastSpring as he demonstrates the power and flexibility of Interactive Quotes. New quotes from scratch, or leverage an existing template. Create perfect packages for prospects of all sizes. Get notified and stay informed when your clients view and interact with your proposals. Pricing, quoting, e-signatures and payments without leaving the page. Keep your team and prospects on the same page by introducing pricing earlier in conversations with dynamic pricing that they can adjust to fit their needs, then sign and pay in the same place. Empower your prospects to click and choose what they want – then close the deal directly from the Interactive Quote. -
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Tiled
Tiled
Create interactive documents without code. Share anywhere and gain actionable insights. Share content using personalized or publicly available URLs. Tiled is the leading microapp platform proven to drive engagement and deliver insight. Microapps are interactive content experiences that help organizations communicate more effectively by making every interaction an experience. Tiled microapps drive sales, improve the customer experience, deepen understanding, and align teams. Use Tiled to create interactive pitch decks, customer proposals, sales playbooks, employee training, marketing content, and more. -
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Better Proposals
Better Proposals
Better Proposals helps you create, send, track, and sign business documents in just a few minutes. With over 200 pre-written and pre-designed templates for proposals, contracts, sign-offs, and more, it takes the work out of document creation. Its 40+ integrations enable you to automate your entire sales process by using only one platform. Modern, on-brand proposals that streamline your sales process. Sent, tracked, and signed in minutes. Impress at first glance. A professional first impression goes a long way towards closing any deal. Luckily, we know what’s important, what to avoid, and how to create a powerful image that builds immediate trust, and it's all built into Better Proposals. Track the proposals you send and get real-time updates as your clients read, sign, and send them back faster than ever. With Proposal AI's automatic suggestions, you'll convert more by discovering exactly what's working in your industry.Starting Price: $19 per month -
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Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
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Turtl
Turtl
Turtl is the first and only Revenue Content™ Platform. Drive pipeline and get the most out of your marketing teams, turning content into dollars. Turtl is cloud-based software which creates, personalizes, manages and tracks Turtl Docs. Our software provides users with the opportunity to easily build on-brand, media-rich, and interactive content pieces. Turtl also allows users to clearly see which parts of their Turtl Doc are performing the best with its built-in analytics feature. With this data, users can then go on to produce content that they know readers will engage with. The results speak for themselves: - Kantar achieved an incredible 550% increase in revenue - Peoplesafe got to a staggering 85% win rate on bids and proposals - Redstor had a 567% increase in MQLs -
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Notch
Notch
Notch is a modern proposal and document builder tailored to small sales teams and agencies. It allows teams to collaborate effectively with their clients, track progress, and close deals faster. Key Features: - Shared Spaces: Seamlessly share proposals and documents with our simple Space builder. - Signatures: Incorporate e-signatures to get client approvals and close deals. - Interactive Offer: Create customizable proposals that clients can interact with, selecting or adjusting service packages directly. - Interactive Tasks: Assign tasks within the document, enhancing clarity on responsibilities and deadlines. - Space Analytics: Analyze client interactions to optimize content and increase engagement. Notch is ideal for small teams aiming to streamline workflows and improve sales efficie.ncyStarting Price: €19 per month/user -
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Content Camel
Content Camel
No more insane drive folders. Search, find, share, and track content everywhere with our sales enablement tools. After you easily upload and link your ebooks, one-pagers, whitepapers, sales decks, videos, battle cards, and more, you’ll be able to go way beyond Drives to track sales actions and deliver insights into sales results. Give sellers the ability to link, share, and track collateral. Build custom collections and site resource pages in minutes for your personalized campaigns or channel sales. Understand what sales is using to close deals and double-down on what’s working to secure future pipeline. Configure funnel stages, content types, and tags, so sales knows which assets to use at each stage of the sales process and buyers journey. Group content by product, industry, and region for expanding teams that are covering verticals and multiple product lines.Starting Price: $15 per user per month -
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Proposeful
Proposeful
Proposeful is the perfect solution to send proposals and contracts, track when clients open them and close sales faster with electronic signature. Proposeful is the perfect business proposal software to write beautiful proposals and share them with clients quickly. With our business proposal software you'll know when a client opens your proposal and how long they spend on each part of it. Let clients accept your proposals with just a few clicks. Connect Proposeful to your CRM and thousands and other tools to automate your proposals. Invite unlimited users to your account and let them reuse proposal templates and easily close deals. Organize and search proposals with tags and see how well they've performed. Know how clients interact with your proposals with our intelligent reports. Every access is tracked and you can learn how long your client spent on each part of your proposal. All of our templates are fully customizable. -
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QuoteCloud
Corporate Interactive International Pty Ltd
#1 Sales Quoting Software & Sales Proposal Software * Create and send sales quotes, easier and faster * Know when your customer is reading your sales quote. Make your move at the right time, QuoteCloud will message you when your customer opens a sales quote. * Stand out from the crowd . Create interactive documents that set you apart from your competition. * Industry Specific Software Extensions. Explore a library of software extensions that make the difference in your industry. Built by experts just for you! * No design skills required. Use our library of sales quote templates, design your own, or ask us for help. * Easy customer eSignatures. Add e-signatures to make it super easy for your customers to sign legally binding documents. * Get Paid Faster With integrated e-signature and payment features, your prospect can sign your legally binding terms and conditions and pay a deposit in minutes. *Live Chat. Live chat with customers while they read your sales quotes.Starting Price: $39 /user per month -
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Talewind
Talewind
Talewind is a service-enabled proposal software platform that transforms complex sales document workflows into efficient, repeatable processes tailored to your business needs using hands-on configuration and ongoing support. It automates document generation so teams can create proposals, statements of work, and contracts in minutes instead of hours by answering a few guided questions, eliminating manual formatting and reducing errors. Talewind centralizes content in a searchable knowledgebase to simplify RFP/RFI responses, maintain brand consistency, and ensure accuracy while enabling dynamic pricing and configure-price-quote (CPQ) capabilities for scalable, rules-based quotes and orders. Talewind also provides a digital sales room to showcase content in a branded, one-stop buyer experience with engagement tracking and analytics, plus integrated eSignature and approval workflows to accelerate deal closure. -
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Qarar
Qarar
Qarar is an AI‑enabled business case management platform that lets teams collaboratively build CFO‑ready business cases in minutes using customizable templates, defined assumptions, and a spreadsheet‑free interface. It automates ROI and cost‑benefit modeling, provides guided frameworks for value propositions, and enables real‑time comparison and review of multiple scenarios. Designed to centralize all business case workflows, Qarar indexes assumptions, financial inputs, and narrative justifications to maintain consistency across proposals and preserves institutional knowledge as team members rotate. With built‑in sales enablement features, it streamlines the creation of polished, investor‑grade documents—complete with charts, executive summaries, and stakeholder‑specific analyses- and offers version control and portfolio management tools for the office of the CFO to track, compare, and approve cases at scale.Starting Price: $999 per month -
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Zoho Show
Zoho
Show understands what you're doing—adding a photo, editing text, animating a slide— our clutter-free UI provides you with the relevant options to the task you're currently doing. From startup pitch decks to sales presentations and business proposals, Zoho Show comes pre-loaded with 100+ templates to cover all your professional needs. A central presentation repository to enable better collaboration and bring together distributed teams. Stay in sync with your teams and make collaboration more productive. Import your existing PPTX, PPT, ODP, PPSX, PPS files and work on them without any formatting issues. No more tangled cables or lost remotes. Broadcast your ideas on any smart TV, and control your presentation with your mobile phone or smartwatch. From startup pitch decks to sales presentations and business proposals, Zoho Show comes pre-loaded with 100+ templates to cover all your professional needs. -
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Zoomifier
Zoomifier
Zoomifier is one simplified, integrated, and easy-to-use platform that lets your sales team unleash the power of video to better engage their customers. Organize, browse, search, share, embed or present an unlimited number of high-resolution videos, animations, 360 panoramic videos, 3D graphics, presentations, virtual tours and more with no size or length restrictions in a centralized and secure repository. Create a video library to enable marketing & sales. You don’t need to hire Hollywood talent to create videos. Zoomifier lets your sales team easily create personalized videos in minutes using existing sales collateral, presentations, and proposals. Zoomifier enables you to easily embed and edit video directly on presentation slides, and configure exactly how it is presented to your audience. There are no size, length or bandwidth constraints to worry about. Insert videos into your sales presentations and brochures.Starting Price: $200 per month -
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Vablet
Vablet
Leverage an all-in-one sales enablement platform to reduce barriers and boost sales performance. Our platform delivers solutions for any business—from growing organizations to complex, highly regulated global companies. It helps salespeople sell more effectively, marketers manage and track usage of content, and organizations achieve a better sales-marketing dynamic. vablet works on any device—online or offline—and is easy to use and affordable. You can also seamlessly integrate vablet with Salesforce and customize automatic updates to reduce manual work. Unleash the potential of your sales force with vablet! Win more deals using interactive presentations, fillable forms, and AI-driven content recommendations (and, you’ll work faster with the Salesforce integration.) Solve document control and management challenges with a central digital content library available from any device, with or without Wi-Fi.Starting Price: $20 per month -
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Lancelot
MarketBranch
Quickly and easily create professional proposals that represent your freelance offering with Lancelot. It only takes minutes, not hours to craft the perfect proposal with Lancelot. Our aim is to make it as simple as possible to create beautiful proposals with ease. When you’re ready, send your proposal through Lancelot and get real-time notifications when your client has viewed your proposal. Your client can sign and accept your proposal directly through Lancelot, reducing the friction of sending documents back and forth. Save time and avoid the frustration of manual formatting. With Lancelot, creating a fully customized proposal takes minutes instead hours. First impressions matter. Impress your clients with a beautifully designed and professional proposal with a premium cover image. No more printing and scanning just to get a signature! Your clients can sign your proposal online with an e-signature. -
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Formstack Sign
Formstack
Collect digital signatures anywhere. Simplify your document workflows with Formstack Sign, a digital signature automation solution that lets you gather signatures on any device. Accessible electronic signatures. Avoid the bottlenecks associated with waiting for eSignatures. With digital document signing, users can eSign documents using a computer, tablet, or mobile phone. From contract to deal, you can quickly connect the dots with Formstack Sign. Powerful digital signature automation features. Collect signatures on the go. Easily collect mobile signatures from prospects, customers, or coworkers by sending documents for signature via text message. Create custom documents in minutes. Use Formstack Documents to eliminate paperwork and transform data into beautifully designed documents you can send anywhere. eSignature Drag-and-Drop Builder With our intuitive drag-and-drop builder, you won't need your IT department to prepare your documents for signature. Customizable Templates Quickly.Starting Price: $15.95 per user, per month -
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Mobile Locker
Mobile Locker
Empowering Pharma Sales & Medical Affairs teams with a simplified, streamlined, and fully compliant digital platform. Accelerate sales by delivering the right content to the right people on any platform with complete visibility into prospect interactions. Streamlined compliance was built in from the ground up. We play well with Veeva Vault, Veeva CRM, and other common pharma utilized platforms. Our data-driven tools drive valuable insight into content performance. Seamless onboarding allows you to spend more time on sales and engagement with prospects. We know how important compliance is to your business. MobileLocker makes it easier than ever before. Whether your team is on a mobile device, desktop, online or offline, they always have access to the most current version of any asset you upload. Easily set expiration dates and distribution for all your content.Starting Price: $30 per month -
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LeveragePoint
LeveragePoint Innovations
Optimize go-to-market impact by incorporating customer value throughout the new product launch process. Build interactive Value Models that quantify the customer value of your product offerings. Grow your sales velocity by using digital Value Stories throughout the B2B sales cycle. Quantify and communicate the impact of your solution in the account management life-cycle. LeveragePoint is a cloud platform that aligns product, pricing, marketing, and sales teams around value by collaborating on interactive, digital Value Propositions. By clearly communicating the quantified value of their offering from the very first meeting, B2B sales teams can realize higher profits, improve their win rates, and reduce sales cycles for new and existing products. Give reps confidence in talking the customer’s language by addressing relevant business like issues, showing financial results, and accessing the best content for the customer.Starting Price: $38 per user per month -
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XaitProposal
Xait
Automate the RFI, RFP, and tender response process and accelerate the creation of dazzling, high-impact documents that win you more business. Our cloud-based platform enables proposal teams to collaborate on multiple RFPs, RFIs, and tenders with real-time co-authoring. Smart features for task assignments, comments, feedback, and approvals keep your team in sync, now perfectly capable of delivering high-quality documents within minutes. Streamlined creation with automated formatting, version control, and layout templates, combined with our content library and collaborative editing, ensures you have time to focus on details, personalization, and quality of content. Deliver dazzling on-brand, high-impact bids that reflect the quality of your services. Templates and automated formatting ensure professional proposals and bids are perfectly aligned with your brand. Combine intuitive step-by-step questionnaires with our content library to build custom proposals quickly. -
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OpenProposal
OpenProposal
OpenProposal is all-in-one proposal software that helps freelancers, agencies, and small businesses close deals faster. Create professional proposals with a drag-and-drop builder, collect legally binding e-signatures, and get paid instantly via Stripe integration. Features include customizable templates, real-time tracking, analytics. Replace separate proposal, e-signature, and invoicing tools with one simple platform.Starting Price: $29 -
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XaitWebProposal
Xait
XaitWebProposal guides you through the creation of custom mini-websites without a web developer. Ideal for sales and proposal teams looking to save time, engage buyers and keep the conversation flowing. Engagement provides opportunity insight. XaitWebProposal delivers a unique and fast way to stand out from the competitive crowd. Content and layout have important roles to play, XaitWebProposal governs both automatically for professional, on-brand documents. More engagement means more opportunities, XaitWebProposal automates the construction of mini-sites based on your content and layout to save time. Interaction accelerates the sales cycle, XaitWebProposal’s interactive experience keeps the conversation flowing. -
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Excel-to-Word Document Automation
AnalysisPlace
The Excel-to-Word Document Automation Add-in automates updating of Excel-based content into Word and PowerPoint documents. Updatable content includes text, lists, tables, images, and charts. It also makes it easy to link/map the “dynamic” content to be updated. Update any new or existing Word or PowerPoint document with content from any new or existing Excel workbook. Update recurring reports and documents that need to be customized/personalized multiple times. Use your workbooks and your documents as templates -- any Word or PowerPoint document "linked" to the workbook using the core add-in can be used as a template The add-in makes it easy to link, test, upload, and manage document templates and associated Excel-based tools. -
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Veles
Veles
Intuitive pricing tool for sales teams to accurately build proposals & quotes. Based on historic performance, Veles learns the best path to increasing deal size for every rep. Understand which products are being quoted and at which pricing points to ensure you maximize revenue. Track when products are included in proposals and how they are discounted. Track how sales reps are negotiating, discounting, offering concessions, and presenting pricing to your customers. Get clear insights into which Reps on the team are outperforming others and how they negotiate deals differently. Unlock existing growth potential through robust quoting experience and analytics witih Veles. -
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OneMob
OneMob
Create video, build microsites, run campaigns, track everything and sync back to your CRM. Recording a video can be stressful. OneMob makes the recording process as easy and versatile as possible. The best-performing videos are as personal as possible. Need a way to make and send personalized videos to dozens or hundreds of customers? OneMob makes it possible. Try our robust sales engagement platform to create more meetings, pipeline and revenue! Upload, manage and maintain all your sales and marketing content. Build company and client branded, personalized web pages of content. Send up to 2500 personalized emails, amplified by video. Generate branded links and share them through any channel. Track opens, clicks, watch time, document downloads, button clicks, etc. Collect text and video responses, all logged back to your CRM.Starting Price: $20 per month -
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Enable Us
Enable.us
Organize, share and analyze everything your buyers and sellers need to close deals quickly using our digital sales rooms. Marketing content, sales content, and customer voice in one link. The B2B sales process is difficult and time-consuming. Managing content creation and distribution, Zoom meetings, and Q&A between 2-20 buyers and influencers is hard. Enable streamlines this entire process, allowing you to manage it from one unified digital sales room. Sellers spend up to 25 hours finding content every month. Content sprawl is real, making managing and finding the right content a daily time suck. One place finally has everything sellers and buyers need to close deals quickly. Too often we make it hard for our champions to help us close our deals. Dozens of emails, meetings, phone calls, and documents make it difficult for your champion to coordinate with their evaluation team. Enable tracks all sales room activity, alerting sales in real-time.Starting Price: $50 per user per month -
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App Data Room
App Data Room
App Data Room is a cloud-based enterprise sales enablement and marketing asset performance software. Simple yet highly intuitive, this platform helps global marketing and sales teams to organize, share, store, present, and track interactive sales and marketing content anywhere and anytime, using any device. App Data Room provides a host of features including digital asset management (DAM), document management, and reporting and analytics. The solution integrates natively with customer relationship management (CRM) applications, content management system (CMS), marketing automation, other core business software solutions. -
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Cendyn Proposals
Cendyn
Create contactless, personalized, on-brand, and media-rich proposals with Cendyn Proposals. Seize first-responder advantage and dramatically increase group bookings by replying to RFPs in minutes. Easily add pre-designed descriptive overviews, floor plans, menus and detailed specifics of your meeting and event facilities. Tailor each sales proposal based on the recipient by using native language or compelling video content, for example, to help you stand out. Automatically embed your F&B with Cendyn Catering. Visually tell a story so your client can picture their event at your hotel! Through multiple integrations with the leading sales & catering applications, ‘rates and dates’ are instantly and accurately published to your proposal, saving time, and reducing errors. Inbox alerts notify you in real time the moment a prospect opens your Cendyn Proposal, allowing you to reach out directly while the event is top of mind. -
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MICE Operations
MICE Operations
Online event planning, CRM and sales software for event venues, catering and hospitality. With our unique request for proposal (RFP) tool you're always available for new requests and your location looks the part, every time – on every device. With digital proposals, you're able to effortlessly create the perfect proposal for every event and the competition doesn't stand a chance. Make a great first impression with digital proposals. With flexible quotation templates, you'll make and send better proposals in (way) less time. Send partial or full event invoices with a single click of the button. With MICE you don't have to worry about Word documents, emails, and finding information in different places. Just one perfect overview of all your events. The perfect overview with flexible daily planning and capacity charts. All event information is in one place with the powerful event dashboard. Creating schedules and worksheets in a matter of seconds. -
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Modus
Modus
Sales Enablement that activates your buyer's experience. Empower your field sales, distributors and dealers to thrive in the most critical moments of the customer journey. Modus transforms the sales channels of world-class brands. Imagine a fully customizable app that allows you to create, manage, and track interactive content in the same platform that allows your sales team to capture leads, upload them to your CRM, and instantly share interactive content that commands your prospects attention in the most critical moments of your sales process - whenever and wherever they happen. Modus helps sellers deliver the digital buying experience your buyers want and expect, with the resources they actually need—without spending hours preparing for each sales conversation. Say goodbye to the dark days of blind follow-ups with uninterested buyers. Welcome to the future of a collaborative selling experience and insight into buyer intent. -
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Topo.io
Topo.io
Topo.io enables sales teams to move forward with buyers by centralizing stakeholders, resources, and deals—all in one place. Always keep track of prospects' activity and engagement by connecting Topo.io with your CRM and other business tools saving you time with follow-ups and reporting. Manage your QBR in a structured way and share key objectives with your clients. Gather all the information shared during the sales cycle to ensure proper onboarding. Identifies and replicates the best practices of top performers and shares them with the team. Reduce the time to first deal by providing your Reps with templates already adapted to your sales cycle. Track the content that performs best and ensure good alignment between sales and marketing.Starting Price: €49 per user per month -
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WeSignature
WeSignature
Speed up your signature collection and sales process with the best free electronic signature software and the only e-Signature Sales Cloud – WeSignature. With WeSignature you can send your clients a electronic signature request by email or text for them to sign while on the go. Payment collection is an important part of contract execution and now you can request payment at the same time your client signs a document. Quickly create templates for documents that you use on a regualar basis and apply fields with just one click. Send e-signature request to your clients so they can sign documents while on the go. Add a video intro and outro to your signature request to market, upsell, give directions, or simply say hello. Add teams members to your account and manage those members activity with WeSignature Team Builder. -
45
Matik
Matik
Matik automates the creation of presentations, documents, and reports directly from your data, powered by AI you can trust. Pull from dashboards, reports, and data in your BI, CRM, data warehouse and other sources to instantly produce on-brand, insight-rich content in formats you already use today. Trusted by teams at Okta, Asana, Autodesk, Samsara, and Zapier, Matik empowers any team to align messaging, scale best practices, and tell consistent data stories that drive action - faster than ever. -
46
Bidrik
Bidrik
Create client quotes, sales proposals, product sheets, and folders with our flexible templates, or upload your existing sales materials and combine them freely. You can set up your business profile with just a few clicks. The sales documents on the account will be adjusted to these settings. Bidrik will be your sales hub, where you create and store everything you send to your customers. It will help you close your deals fast. Send sales quotes and proposals online, directly to the customer. See when they are opened, how much is read, and for how long. Set up automatic reminders. Bidrik works as your automated digital sales assistant, and processes your customers’ orders without having to spend much time or thought on the matter. With a clear dashboard and real-time stats, you're making progress. Do not lose business, get alerts when quotes and contracts are about to expire.Starting Price: $23 per month -
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BrightPropose
Bright
BrightPropose enables accounting firms to generate professional, branded client proposals and letters of engagement in minutes rather than hours, thanks to smart templates and a built-in pricing calculator that removes guesswork and under-pricing. Its features include full customisation of proposals, emails and engagement letters to match a firm’s visual identity; fast creation of accounting-service templates; accurate and consistent pricing using a calculator configured for variable services; a streamlined workflow that transfers client data from the firm’s practice management system; and digital client onboarding via secure e-signatures so the transition from proposal acceptance to project initiation is seamless. With BrightPropose, you can impress clients, send proposals quickly, increase profitability, save time, simplify your workflow, and onboard clients effortlessly, all while maintaining branding and service consistency.Starting Price: $796.74 per year -
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Super Proposal
Super Proposal
Super Proposal is a comprehensive proposal creation platform designed to streamline and simplify the process of drafting, managing, and delivering professional proposals. It is designed to cater to businesses in various sectors, offering templates and tools to make proposal writing faster, more efficient, and more effective. Below is a detailed of the full functionality of Super Proposal: 1. Customizable Proposal Templates 2. Drag-and-Drop Interface 3. Proposal Automation 4. Real-Time Collaboration 5. Client Portal 6. Digital Signatures 7. Version Control 8. Comprehensive Analytics and Reporting 9. Integrated Payment Options 10. Cloud-Based Storage and Security Super Proposal is a versatile, comprehensive platform that streamlines the process of creating, sending, and managing business proposals.Starting Price: $24/month -
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Showell
Showell
Before Showell, our sales people lacked the content and training to sell effectively. But now they’ve got everything in one place and are always ready to show captivating presentations in every meeting! Find, present and share the right content at the right time and influence all decisions makers. With Showell, sellers are always well-prepared to engage customers in face-to-face or virtual meetings. Showell is loved by tens of thousands of sellers all around the world. Showell is your go-to sales enablement platform – ready packaged for your entire company. It gives sales people instant access to latest sales and marketing content and empowers them to deliver an inspiring and personalized buyer experience. With Showell you can engage and influence customers with the right and on-brand content in any situation, every time, throughout the entire buying journey.Starting Price: $243 per month -
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verbTEAMS
Verb Technology Company
Customers are inundated with content, and sales and marketing teams struggle to break through the noise to deliver the right digital content at the right time to the right prospects. verbTEAMS, a live video-based sales enablement tool, makes it easy for salespeople to locate, tailor, and deliver the most appropriate up-to-date content in the most compelling manner, then track how it’s consumed and shared. Marketers gain clear insights into what and how content is being used, so they can create assets that are more effective. verbTEAMS promises to triple conversion rates, reduce customer churn, accelerate sales, and close more deals. With verbTEAMS, sales and marketing professionals can: -Deliver up-to-date marketing content in unique and compelling ways -Effortlessly organize and distribute content, and track how customers consume and share it -Create micro-personalized content journeys for customers -Align sales and marketing -Train employees to become sales conversion experts
