Sales Proposal software

2021. Online proposal platform Practice Ignition lands $50M to scale globally



Australia-based client engagement and commerce platform Practice Ignition has successfully secured $50 million in Series C funding. The company is determined to revolutionize the professional services sector by offering a comprehensive client engagement and commerce solution. Practice Ignition's all-in-one platform combines digital proposals, payments, and automated workflows, seamlessly integrating with popular business applications like Gusto, Xero, QuickBooks, and Zapier. This integration aims to streamline service-based commerce and reshape the way professional service businesses interact with their customers.


2020. GetAccept raises $20M to expand its sales platform for SMBs



All-in-one digital sales platform GetAccept has successfully secured $20 million in Series B funding. GetAccept offers a comprehensive range of features, including video capabilities, live chat, proposal design, document tracking, and e-signatures. By forging technology partnerships with CRM and sales automation platforms such as Salesforce, HubSpot, and Microsoft Dynamics 365, GetAccept seamlessly integrates into companies' sales pipelines. It positions itself as a holistic sales platform, providing an alternative to using separate tools like DocSend, PandaDoc, Showpad, Highspot, DocuSign, and Adobe Sign. GetAccept's unique value proposition lies in its focus on sales representatives, equipping them with essential features that drive deal progression.

2020. PandaDoc introduces new template-driven editor to ease sales doc production



PandaDoc, a startup specializing in sales-focused document automation, has unveiled a new web-based editor for producing documents. This editor enables sales teams to swiftly generate proposals and contracts using pre-designed templates. These templates provide a consistent and professional appearance to the documents, which would typically be created using word processors like Word or Google Docs. Although customers have the freedom to customize the templates as desired, the use of pre-designed templates eliminates the need for a designer to create high-quality documents.


2015. Sales content managment service PandaDoc gets $5M



The automation-focused startup PandaDoc has recently secured a $5 million investment. PandaDoc specializes in streamlining the creation of quotes, proposals, and contracts through its platform. Acting as a content layer that integrates with CRM tools, the product currently supports popular platforms such as Salesforce.com, Zoho, Pipeliner, and Base. It also collaborates with Zendesk, facilitating the distribution of renewal contracts and other relevant information by customer service personnel. To simplify the content creation process for sales teams, PandaDoc offers a range of pre-defined templates that can be tailored to suit each company's specific requirements. These templates encompass various components, including standard introductory content and pricing tables with predefined discounts.


2014. Quote Roller integrates with Salesforce


Quote Roller, a provider of cloud-based software for easy creation of sales proposals, is excited to announce its integration with Salesforce. With this integration, once the app is installed, a "Create a quote" button is added to Salesforce opportunities. Quote Roller then guides users through a straightforward four-step process to generate a proposal. Notably, proposals can be finalized directly within Salesforce, leveraging Quote Roller's analytics and digital signature features seamlessly within the app itself. The software diligently tracks when proposals are opened and the amount of time clients spend on each section, providing valuable insights. What's even more remarkable is that proposals created using Quote Roller can be accepted and signed online, significantly expediting the process. In addition to Salesforce, Quote Roller seamlessly integrates with a wide range of other cloud applications, including Xero, NimbleCRM, Freshbooks, GoogleApps, Box, and many others.


2011. Quote Roller - create, send and track commercial proposals



In some companies (for example, that implement complex projects or supply expensive equipment) there is a need to create, send and track commercial proposals. It's not about mass mailing of a standard email. As a rule, each proposal is created individually for the client and includes quote calculation. And it's better if the proposal looks good - not a simple Word document with Times New Roman font, but at least well designed PDF file. In this case it's more likely to be accepted. Quote Roller - is the new SaaS service that helps to quickly create a solid (and individual) commercial proposal and deliver it to customer in PDF- or even more modern Web-format. ***


2010. Bidsketch makes creating business proposals easier



Bidsketch introduces a new SaaS service designed to streamline the proposal process for freelancers and small firms. With the aim of establishing consistency in copy, templates, formatting, and the approval process, Bidsketch believes that investing $29 per month is a worthwhile expense for companies of all sizes. The target audience for this service includes various service verticals such as design, development, marketing, advertising, SEO, and similar agencies. Proposals within the platform are linked to Clients, which can be conveniently imported from accounting software. The service enables tracking of client activity throughout the entire process, including views, postponements, acceptances, or declines. Additionally, a comment thread is available for collaboration. Once a proposal is accepted, Bidsketch facilitates the execution of signatures for both the vendor and the client, offering a seamless experience. Furthermore, the platform provides data on outstanding bids and accepted proposals, offering valuable insights into the overall business performance.