Upland Qvidian

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.

We’ve transformed the way businesses build a request for proposal (RFP). Our automated solution breaks down RFPs into simple, easy-to-understand business requirements that can be analyzed, graded, and delivered in a streamlined manner. We’ve eliminated the guesswork, headaches, and ambiguity that are inherent to the traditional RFP process while providing a green alternative that saves time, money, paper, and other resources. Creating a GreenRFP begins by allowing you to identify your unique requirements through an easy-to-use wizard-based process. As an RFP creator or contributor, you can identify your SME’s to solicit content and questions or operate independently if you choose. When you’re done creating your GreenRFP, you are able to send it to your internal team for alignment and approvals before sending it out to the potential vendors. Vendors that are fortunate enough to participate in your RFP, can collaborate and delegate the responses amongst their team members.