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Overview
Send Business Proposals with Confidence
Cloud-based B2B sales platform using deep learning to decode behavioral signals and guide deal strategy for revenue teams.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.7
97
5
4
3
2
1
67
27
3
0
0
- Value for money
- Ease of use
- Features
- Customer support
4.9
166
5
4
3
2
1
153
13
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Hardik J.
Administration
Lise C.
CRM Specialist - Sales Enablement
Alex M.
Sales Operations Manager
Pros
Joao P.
Support Analyst
Wenderson C.
administrative assistant
João S.
Dev
Cons
Taylor H.
AE
Davide A.
CRM Engineer
Chuck E.
Support Services Analyst
Cons
Wenderson C.
administrative assistant
Aparna P.
Intern
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review7 months ago
Key features
- Total features112
- AI Redlining
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Trail
- Automated Quoting
- Batch Processing
- Billing & Invoicing
- CRM
- CRM Integration
- Calendar
- Catalog Management
- Client Portal
- Coaching
- Collaboration Tools
- Compliance Tracking
- Conditional Logic
- Configurable Workflow
- Configuration Management
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract Drafting
- Contract Negotiation
- Contract/License Management
- Conversation Intelligence
- Customer History
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Extraction
- Data Import/Export
- Data Synchronization
- Data Visualization
- Deal Management
- Digital Signature
- Discount Management
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Signature
- Email Management
- Email Templates
- Email Tracking
- Engagement Tracking
- Enrollments/Onboarding
- For Sales Teams/Organizations
- Forms Management
- Full Text Search
- Gamification
- Guided Selling
- Interaction Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Knowledge Base
- Knowledge Base Management
- Live Chat
- Multi-Currency
- Multi-Language
- Multiple Output Formats
- Multiple Payment Options
- Notes
- Offline Access
- Onboarding
- Online Invoicing
- Opportunity Management
- Order Management
- Payment Processing
- Performance Management
- Performance Metrics
- Pipeline Management
- Pre-built Templates
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Proposal Generation
- Quotes/Estimates
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recommendations
- Recurring Invoicing
- Recurring/Subscription Billing
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Review
- Rules Engine
- Sales Automation
- Sales Coaching
- Sales Onboarding & Training
- Sales Order Management
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Specialty Contracts
- Subscription Management
- Subscription Plan Management
- Task Management
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Text Editing
- Third-Party Integrations
- Training Management
- Usage Tracking/Analytics
- Version Control
- Visual Configuration
- Workflow Automation
- Workflow Management
- Total features36
- AI Redlining
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Trail
- Automated Quoting
- Batch Processing
- Billing & Invoicing
- CRM
- CRM Integration
- Calendar
- Catalog Management
- Client Portal
- Coaching
- Collaboration Tools
- Compliance Tracking
- Conditional Logic
- Configurable Workflow
- Configuration Management
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract Drafting
- Contract Negotiation
- Contract/License Management
- Conversation Intelligence
- Customer History
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Extraction
- Data Import/Export
- Data Synchronization
- Data Visualization
- Deal Management
- Digital Signature
- Discount Management
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Signature
- Email Management
- Email Templates
- Email Tracking
- Engagement Tracking
- Enrollments/Onboarding
- For Sales Teams/Organizations
- Forms Management
- Full Text Search
- Gamification
- Guided Selling
- Interaction Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Knowledge Base
- Knowledge Base Management
- Live Chat
- Multi-Currency
- Multi-Language
- Multiple Output Formats
- Multiple Payment Options
- Notes
- Offline Access
- Onboarding
- Online Invoicing
- Opportunity Management
- Order Management
- Payment Processing
- Performance Management
- Performance Metrics
- Pipeline Management
- Pre-built Templates
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Proposal Generation
- Quotes/Estimates
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recommendations
- Recurring Invoicing
- Recurring/Subscription Billing
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Review
- Rules Engine
- Sales Automation
- Sales Coaching
- Sales Onboarding & Training
- Sales Order Management
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Specialty Contracts
- Subscription Management
- Subscription Plan Management
- Task Management
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Text Editing
- Third-Party Integrations
- Training Management
- Usage Tracking/Analytics
- Version Control
- Visual Configuration
- Workflow Automation
- Workflow Management
Integrations
- Total integrations11
- Avalara
- Chargebee
- Docusign
- Dynamics 365 Sales
- Gong
- HubSpot Sales Hub
- Ironclad
- Jiminny
- Microsoft Outlook
- Microsoft Teams
- NetSuite
- Rhodium Incident Management Suite
- Salesforce Sales Cloud
- Woodstock Optimization Studio
- Xero
- Zapier
- Total integrations6
- Avalara
- Chargebee
- Docusign
- Dynamics 365 Sales
- Gong
- HubSpot Sales Hub
- Ironclad
- Jiminny
- Microsoft Outlook
- Microsoft Teams
- NetSuite
- Rhodium Incident Management Suite
- Salesforce Sales Cloud
- Woodstock Optimization Studio
- Xero
- Zapier
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