Proposal authoring tools - Proposal automation software

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Main page: Proposal authoring tools - comprehensive list.


Proposal automation (also known as proposal generator or proposal generation) software applications specifically designed to assist in the process of coordinating and writing unsolicited proposals and responses to requests for proposal (RFPs), etc.

Not only do they provide a consistent and professional template for writing proposals, but they also assist the proposal author through the process of developing them.

Product Description Maturity & Positioning Technical & Integration Implementation & Support
  • Simply the best way to create, manage, and publish all your business critical documentation!
    • Using Author-it's secure environment, authors and publishers can collaborate and reuse information across many documents and projects, creating consistent content from a single source. By working together, projects are completed faster, more accurately and with far less content duplication.
  • Product configurator software
    • Proposal Generation is easy with the BigMachines Document Engine. Featuring a sales proposal generator, contract generator and drawing generator, BigMachines web based proposals software automates and customizes proposal output. Create branded, professional proposals, Request For Proposal (RFP) documents and sales quotations with the BigMachines online proposal generator.
  • Power Up Your Sales and Project Management
  • Cayuse, Inc makers of Cayuse 424 for the creation, submission and management of grant proposals using the SF424 and SF424RR
    • Cayuse 424 is a fast, easy-to-use Web application created specifically to simplify the creation, review, approval, and electronic submission of grant proposals. Cayuse 424 helps organizations of all sizes accelerate proposal development, reduce pre-award overhead, and improve the quality and accuracy of sponsored funding proposals.
  • Cayuse 424 is a “Software as a Service” (SaaS) solution. The system is delivered over a secure Web browser connection, and can be deployed to proposal developers and administrators with minimal IT involvement.
Product Description Maturity & Positioning Technical & Integration Implementation & Support
  • Bid management, proposals, and sales and marketing
    • Concurrence ensures that all your proposals comply with corporate look-and-feel requirements to maximise the value of your brand. In addition, it helps you deliver a consistent reader experience, whether you deliver proposals by email, using web-based portals, or on a disc or other portable media.
  • Create Quality, Winning Proposals
    • Whether it's a quick turn-around proposal for a task order or a month long process, Deltek Costpoint CRM helps you put together winning proposals – on time, every time. Business development built the relationship, now it's time to win the contract.
  • Component of Deltek's Costpoint CRM
  • Atebion's Document Analyzer:
    • Accurately and quickly parses legal type documents (e.g. RFPs) into a Requirements Compliance Matrix segments enabling the assignment of sections to the proposal teams, validation that each requirement has been responded to and assists in any bid / no bid decision process.
    • Using a sophisticated and mature parser engine, Atebion's Document Analyzer uses the document’s numeration to identify the client’s requirements whilst searching for and reporting on configurable keywords (such as “shall”, “must”, “should”, etc). Users can then write notes for individual segments, compare between documents versions, search and filter results, summarise the requirements and export analysis results to Excel, MS Word and HTML files.
  • Atebion’s legal document parser engine which is embedded in the Document Analyzer is a 3rd Generation engine, with a much faster and more accurate parser engine based on lessons learned from the previous parser engines.
  • Analyzes MS Word, PDF, RTF and Plain Text.
  • System Requirements: Windows XP SP1 to Windows 8.x and .NET Framework 4.0
  • Technical Support by email and phone.
  • Trial Period available via download from www.AtebionLLC.com.
  • Proposals, quotes, pricing configurations, and management reports
    • ProposalGENie is proposal software that allows you to quickly and easily create high quality, fully personalised sales proposals, complex pricing configurations and all types of quotes. In addition to the proposal software, our expertise and resource ensures that your documents are persuasive, stand out from the competition, represent you in the most professional manner possible and lead to increased sales.
Product Description Maturity & Positioning Technical & Integration Implementation & Support
  • Proposal center -- proposal management and development
    • Square Seven’s Enterprise Proposal Management Center (EPMC) automates the process of creating proposals, allowing you to leverage the most up-to-date proposal content, avoid costly errors, and respond quickly to new business opportunities.
  • Proposal management and development
    • The Virtual Proposal Center (VPC) is collaborative, browser-based Intranet/Internet software application which enables organizations to more efficiently and effectively plan, assemble, review, store, and disseminate proposal information. By reducing the amount of time spent on non-value-added tasks, VPC permits teams to focus on proposal content and quality.
    • Intravation's JavaTM - based Virtual Sales Center automates the creation of sales content that is uniquely tailored to each of your customers/prospects. The Virtual Sales Center can instantaneously deliver a portfolio of customer-tailored sales content including: Proposals, ROI studies, Product comparisons, E-mail updates, Presentations, Marketing Collateral, White papers, Case studies, Product literature, Sales contracts, Price quotes, Sales letters.
  • Government contractors or commercial sectors where proposals are similar in nature.
  • Software installed on customer's or third-party servers.
  • Read access - no license required. Write access - per seat license.
  • MyWebGrants is a web-based grant management system that is hosted by DTPi for Grantee organizations.
    • MyWebGrants covers the entire grant management lifecycle from opportunity identification, application creation and submission, award tracking, status reports and claims processing and compliance assurance.
    • The PitchBook Builder is a web-based tool that allows a firm to store, access and quickly compile the wide range of information required to construct a client pitch. The most up-to-date practice, bio and news content which has been posted for display on the public web site - as well as any additional secure litigation or deal information entered into the web database through the firm intranet - can be pulled together with a simple wizard to create the "book."
  • Legal firms only.
  • Released in 1999.
Product Description Maturity & Positioning Technical & Integration Implementation & Support
  • Proposal development and management
    • Octant’s Enterprise Management Suite for Proposals™ is a business development and proposal knowledge management tool focused on executing a repeatable and effective strategy to create and manage your business development and proposal efforts.
  • Released 2006.
  • Web-based application.
  • Privia, bid and proposal software application
    • Privia, SpringCM's Government Bid and Proposal Management Solution, is a simple, affordable service available as a hosted or enterprise installation.
  • Primary used by Government Contractors serving Federal market.
  • SaaS as well as on-premise.
  • Multiple license types depending on the type of user (full, teammate, passport, read-only).
  • proposal outlining software
    • Our new proposal software product is a web-based business process for developing a comprehensive proposal outline for use by multiple writers. The resulting document is the core of all 'evaluator friendly' and compelling federal proposals. The process begins with a core or model proposal which is refined over and over resulting in superior content and reduced costs.
  • Marketing and business development has become more complex, yet our technology applications have become more integrated and simplified. Through integrated marketing technology, we can help you power greater productivity in your organization and help you provide clients with the information they need, when they need it.
  • Released 2003. 60+ companies.
  • Legal firms only.
  • Web based (hosted).
  • Standalone or part of a suite.
Product Description Maturity & Positioning Technical & Integration Implementation & Support
  • A B2B proposal automation system that helps you win more sales by using our unique technology and knowledge management practices to create intelligently designed proposals.
    • Our Proposal ID system automates all of the common tasks of the proposal creation process through:
      • knowledge management practices to ensure complete and accurate content,
      • our unique technology that ensures content is always on-brand and
      • configurable proposal structures that support continuous improvement.
    • As a result, proposal authors create quality, consistent, formal and accurate proposals for your customers in an appropriate timeframe which ultimately will help you win more sales.
  • Released 2009
  • Current release version 4
  • All industries
  • Small to Large
  • Word-based application
  • Stand alone
  • Requires configuration
  • Full on-line or email-based support
  • On-line training modules, web or classroom based training
  • Proposal and contract management software, documents, templates and samples
    • Create winning business proposals & contracts with minimal effort and cost with proposal software, proposal templates, legal contracts & sample proposals.
  • Small businesses and individuals. Also larger teams.monk
  • Per pair of users/computers license. Network licenses available.
  • Download from web site.
  • Proposal Pilot is an integrated and flexible Web-based system that enables lawyers and marketers to capture, repurpose, organize and assemble information to create winning proposals.
  • Released in 2005.
  • Targets "lawyers and marketers".
  • Integrated with Content Pilot - content management system.
  • Proposal management, including win strategizing, RFP compliance, and IMP and IMS development
    • Our proposal management software hosted on MS Office Professional, is robust, flexible, and user-friendly, providing the optimal balance of time-saving automation with hands on control. It transfers data seamlessly between MS Access and Word, Excel, and Project.
Product Description Maturity & Positioning Technical & Integration Implementation & Support
  • PMAPS® (Proposal Management And Production System)
    • Proposal Software is the only organization exclusively focused on proposal management needs of any type for any company globally. It provides the best-in-class comprehensive and enterprise-enabled proposal management platform for companies to run their mission critical
    • B2B new business processes from responses to "major account" RFP/RFI/RFQ's to everyday product and service sales proposal fulfillment.
  • First released in 1994
  • Client/Server version in 12th edition
  • Web version in 6th edition.
  • Representatives & Support in the U.S., Europe and throughout SE Asia from Australia
  • In production at over 250 of the world's largest and most successful financial services, asset management, healthcare, legal, business services, manufacturing and technology organizations over five continents.
  • SaaS and On Premise (installed) subscriptions offered
  • Mobility provided by PMAPS WebPro Mobile App compatible with all SmartPhones and Tablets
  • Minimal IT involvement required
  • Employs latest Microsoft .Net technologies including Ajax, Silverlight and HTML5
  • Integrated ETL tool for exchanging and synchronizing data with any external database application e.g. SalesForce.com
  • Delivered on 100% turnkey basis (including training) in 30 days using internal cadre of seasoned proposal professionals
  • 24/7/365 On Shore Call Center staffed by Microsoft Certified Technicians
  • 24/7/365 on line library of video and help manuals
  • Integrated case management within the application for initiating technical support issues
  • Annual User Conference and Regional Training Workshops
  • Active User Bulletin Board and Blog
  • Create, track and send proposals
    • Super easy to use, Quote Roller saves you time and helps to close deals faster. You will find that creating proposals is a fun and enjoyable process.
  • (Merger of Sant and Kadient - formally Pragmatech Software)
    • Qvidian Proposal Automation empowers you to spend less time writing and more time doing what you do best—selling. You’ll quickly create persuasive, client-focused sales documents that are structured to help you win more business. On average, Qvidian Proposal Automation customers create sales documents 44% faster and improve their win rate by 30%.
  • 1,200 customers.
  • Commercial Banking, Financial Services, High Technology, Telecommunications and Business Services market segments.
  • SaaS.
  • Named user license.
  • RFP Toolkit:proposal/RFP-related templates and samples (free)
    • Tips for professional, successful RFP letters. Templates and samples for a variety of documents
Product Description Maturity & Positioning Technical & Integration Implementation & Support
  • RFP365 is a new and quickly growing product in the proposal automation space. RFP365 helps your team collaboratively work together to craft RFP responses.
  • Every response can be assigned, tracked, stored and easily found with our natural language search engine.
  • Released in 2013.
  • Ideal for companies where more than one person contributes to a proposal.
  • Great for consulting relationships.
  • Web-based application.
  • Salesforce Integration.
  • Import / Export to Word and Excel
  • SAAS only
  • Technical Support by email and phone.
  • "Makes responding to RFPs so easy... well you get the idea"
    • RFPMonkey.com is an RFP automation solution. It helps you respond to RFP/RFIs faster and better by providing reuse, collaboration, categorization, and flexible searching of your knowledge base.
  • Commercial customers.
  • Hosted over the Internet.
  • Subscription based licensing.
  • Proposal automation software
    • Our completely customizable proposal software is designed to significantly reduce the time it takes to compile, write, edit, and format sales proposals—leaving more time for sales and customer service.
  • SAVO's on-demand, collaborative Sales Enablement software opens up lines of communication across your company, connecting everyone with the best sales materials, tools, insights and expertise to help them work more efficiently.
    • SAVO's on-demand, collaborative Sales Enablement software opens up lines of communication across your company, connecting everyone with the best sales materials, tools, insights and expertise to help them work more efficiently. That knowledge is then delivered to sellers when they need it most, enabling more effective sales conversations.
  • SpeedAuthor is a leader in improving sales effectiveness and productivity through its next generation, tailor-made document authoring solutions and services.
    • We help companies win more business and improve their productivity by accelerating the production of proposals, presentations.
Product Description Maturity & Positioning Technical & Integration Implementation & Support
  • An enterprise technology solution that supports and enhances your business development activities in the public sector.
    • It has the ability to control all of your documentation from reference libraries right through to the tender submission, and will give full analysis and reporting to those who need to know.
  • Government proposal software
    • Successful proposals are based on close coordination and teamwork. Meridian provides the ideal framework to develop and maintain a culture of cooperation, openness and shared objectives for all your stakeholders in the business of winning more business!
  • Government contractors from 10K + employees to single consultant doing RFP Analysis.
  • Very mature product.
  • Downloadable.
  • License owned outright. 20% yearly maintenance for Gold Support.
  • VisibleThread:
    • Increases doc review efficiency by 45%*
    • Flags unclear and risky content
    • Improves compliance and responsiveness
  • VisibleThread automatically pinpoints complex and risky language in your proposal documents. Adopting VisibleThread means you can identify poor content in minutes.
  • The Result:
    • Massive time savings
    • Better team efficiency
    • Improved probability of win.
VisibleThread demos
  • Currently on version 2.5, first release Oct 2009.
  • Customers include top 100 federal integrators and small 8A companies.
  • Analyzes MS Word, PDF and Excel
  • Supports all major browsers (IE, firefox)
  • License is user based and supports unlimited document analysis
  • In cloud or deployed on-premise behind your firewall.
  • For sensitive proposals, on-premise set up takes 2 hours.
  • Trial period available using cloud offering.
  • Support available by phone and mail.
  • Proposal and quote generation
    • Empower your sales force and channels with the Websource proposal and quoting software module to generate accurate proposals/quotes for their customers.
  • Proposal teams, or any team collaborating on complex documents.
  • Proposal/tender collaboration, workflow process, and automatic layout, formatting, and numbering
    • XaitPorter lets several people work on the same document – all at the same time. And with automatic formatting, layout and numbering you spend time on what matters most, your content.
  • Online, hosted by Xait or customer.
  • Concurrent licenses with the option of temporary renting additional licenses for peak periods. Also offer Enterprise licenses. Domestic or global licenses plus yearly maintenance.
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