Compare Paperless Proposal vs QuoteWerks vs RFPIO

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Paperless Proposal screenshot view 5 more QuoteWerks screenshot view 4 more RFPIO screenshot

Software Description:

CREATE POWERFUL BUSINESS PROPOSALS ONLINE IN MINUTES! Developed for mid-to-large companies, Paperless Proposal is the #1 enterprise-level cloud-based proposal creation and management solution. Use it to create, send, track, and manage highly customized proactive or RFP proposals. Differentiate your company and win more business with this powerful proposal generation software that can include office files, video, templates, pricing tools, CRM integration and eSignature approval.

Software Description:

QuoteWerks is a non-industry specific quoting and proposal application enabling companies of all sizes to quickly and efficiently create detailed, professional quotes and proposals.

Our seamless integrations to the most popular CRMs (such as ACT!, Autotask, ConnectWise, salesforce.com, MS CRM, Outlook and more), complete integrations to QuickBooks and Sage 50, and our IT Distributor links (including Tech Data, Ingram Micro, Synnex, D&H, Comstor, Scansource and more) provides our users with a stable and dynamic solution to streamline their sales process.

Software Description:

RFPIO delivers revolutionary proposal management software that enhances collaboration and fosters a truly efficient response process. Bi-directional integrations with many popular solutions, along with an open API, allow teams to connect their favorite technologies while providing instant access to content. Built by a team that knows RFP response, RFPIO allows teams to thrive.

Features:

  • Customer Management
  • Supplier Management
  • Multi-User
  • Lead Scoring
  • Lead Management
  • Contact Management
  • API

Features:

  • Electronic Signature
  • Dashboard
  • Third-Party Plugins/Add-Ons
  • Forecasting
  • Supplier Management
  • Multi-User
  • Notifications
  • Google Apps Integration
  • External Integrations
  • Multi-Currency
  • Contact Sharing
  • API
  • Data Import
  • Email Integration
  • Contact Management
  • Data Export
  • Conversion Tracking

Features:

  • Calendar Management
  • Scheduling
  • Customer Management
  • API
  • Data Export
  • Multi-User
  • Data Import
  • Notifications
  • External Integrations
  • Third-Party Plugins/Add-Ons
  • Dashboard
  • Project Management

Summary:

    No key features associated with this application.

Summary:

  • Create professional sales quotes and proposals in minutes

  • Integrate with current systems to ensure accurate forecasts

  • Streamline your sales process

  • Track customer interactions on each sales document

  • Review progress through dashboard

  • Order directly through IT Distributors

  • Affordable solution for any size business in any industry

Summary:

  • CRM integration with Salesforce

  • Collaboration integration with Slack

  • Cloud storage integration with Google Drive, Dropbox, and Box

  • Proprietary import and export technology

  • Intelligent and adaptive knowledge base

  • Workflow management

  • Custom integrations and customization available

Team

$195.00
3 user(s) / month
Included in plan:
  • 10GB Storage

Standard Edition

$20.00
1 user(s) / month
Included in plan:
  • Base package
  • Includes most links to CRMs

Professional Edition

$27.00
1 user(s) / month
Included in plan:
  • Includes features of Standard Edition and also Accounting Integrations
  • Includes Dashboard

Corporate Edition

$40.00
1 user(s) / month
Included in plan:
  • Includes all features of Standard and Professional
  • Includes advanced integrations (Autotask, ConnectWise, MS Dynamics)

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • Does this service offer guides, tutorials and or customer support?
  • Yes: Ongoing Support and Training

  • Does this service offer an API?
  • Yes

  • Does this service integrate with any other apps?
  • Salesforce
    Microsoft CRM
    NetSuite
    Right Signature
    Sertify

  • What platforms does this service support?
  • Web based

  • What are some applications this service is commonly used in tandem with?
  • CRM Integration

  • What is this service generally used for?
  • Proposal Generation and Sales Enablement to shorten the sales cycle and close rates.

  • Who are the main user groups of this service?
  • Enterprise

FAQs:

    Does this service integrate with any other apps?
  • Yes, QuoteWerks integrates with over 12 different CRM and PSA applications (such as salesforce.com, Autotask, ConnectWise, MS Dynamics, Outlook, Google Contacts, SugarCRM, ACT!) as well as QuickBooks and Sage 50.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, QuoteWerks is available for single or multiple users.

  • Does this service offer an API?
  • Yes, the API is offered free of charge.

  • Who are the main user groups of this service?
  • Any company or individual looking to create line-item based professional quotes or proposals.

  • What are some applications this service is commonly used in tandem with?
  • QuoteWerks is commonly used in conjunction with the most powerful CRM and PSA systems including salesforce.com, Autotask, ConnectWise, ACT!, Outlook, Google Contacts, QuickBooks, Sage 50 and much more.

  • What is this service generally used for?
  • QuoteWerks is used to automate the creation and delivery of sales quotes and proposals to clients.

  • What platforms does this service support?
  • This program operates on a Windows platform.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, QuoteWerks includes a free help file, videos, support forum, and phone and email support are also available.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes. RFPIO strongly encourages team collaboration and is built to streamline the RFP response process.

  • Does this service integrate with any other apps?
  • RFPIO integrates with Salesforce, Slack, and cloud storage solutions (Google Drive, Dropbox, and Box).

  • Does this service offer guides, tutorials and or customer support?
  • RFPIO offers onboarding, tutorials, and customer support. The RFPIO platform also integrates with a comprehensive feedback form that all users can access. The submitted feedback is public to the entire RFPIO user community.

  • What are some applications this service is commonly used in tandem with?
  • RFPIO integrates with Salesforce, Slack, and cloud storage solutions (Google Drive, Dropbox, and Box).

  • What is this service generally used for?
  • RFPIO delivers ROI to organizations of all sizes and industries that respond to RFPs. See instant ROI through a no-nonsense setup, simple and intuitive user interface, and robust integrations.

  • Who are the main user groups of this service?
  • RFPIO serves organizations of all sizes and industries that have more than one person responsible for any portion of RFP response. RFPIO's SaaS solution streamlines the entire RFP response process.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
990
Followers:
209

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
1.52k
Followers:
1.19k

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other:

Who uses Paperless Proposal
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • Blackberry
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses QuoteWerks
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses RFPIO
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
Spanish, Chinese, Japanese, Korean, Portuguese, English, French, German
Regional Restrictions:
No restrictions.
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