Explore a recommended list of DocGen alternatives for your business in 2018. Compare alternatives to DocGen side by side and find out what other people in your industry are using. Let GetApp help you determine if the competition offer better features or value for money.
Cloud-based quoting (CPQ) platform for MSPs, ISVs, and VARs
Save time, eliminate mistakes, and get paid faster with Socket, the cloud-based quoting software for technology and service-based businesses including Managed Service Providers (MSPs), Independent Software Vendors (ISVs), and Value-Added Resellers (VARs).Read more about Socket
Real-time customer engagement & sales process guidance
DealHub (formerly Valooto) is a customer engagement & sales process guidance platform which helps sales teams retain customers by engaging with them throughout the buying journey. Read more about DealHub
Cloud-Based RFP and Proposal Automation for Enterprises
Qvidian software automates the RFP and proposal creation process allowing you to create logically flowing proposals that address the key business needs of your client. The software utilizes sales reps' knowledge of their clients and enables them to create proposals without needing the writing and formatting skills to do so.Read more about Qvidian Software
Create proposals that address the needs of your client, offer solutions and provide evidence to support your company's ability to provide those services. Ensure all your proposals are consistent in tone and branding.
Salesforce CPQ delivers automated sales quoting 5 to 10 times faster and easier to deploy than traditional CPQ applications. With out-of-the-box capabilities like Guided Selling and Pricing & Discount Schedules, you can save your sales reps' time while turning around accurate, branded proposals at greater speed —all without leaving Salesforce.Read more about Salesforce CPQ
Salesforce CPQ is fully native to the Salesforce platform. Unlike other CPQ apps built on Salesforce, we largely use standard objects and offer a plethora of prebuilt features, ensuring easy scale as your sales processes evolve.
Proposal Software that Impresses Clients & Closes More Deals
Proposify is proposal software that helps you impress clients and close more deals. Deliver beautiful proposals to your prospects, leads and clients in less time and get faster sign-off with digital signatures. Integrate your proposal software with your favourite CRM, accounting, and project management software to automate your sales and proposal pr… Read more about Proposifyocess from creation to close.
Online request for proposal software for RFPs, RFQs, and RFIs
RFP360 allows you to automate the request for proposal creation process. This software can be used to issue as well as to respond to RFPs. Procurement teams can use the tool to speed up the timeframe for procurement by reusing RFP templates, scoring responses online and improves their communication with vendors.Read more about RFP360
Vendors can use RFP360 to respond to request for proposals. They can use the tool to search for and use old responses, online collaboration features enable them to work together and manage deadlines.
Huddle provides secure cloud-based content collaboration for enterprise and government clients. With Huddle, users can share and store files, collaborate on documents or ideas and manage projects with colleagues, clients, partners & suppliers. Read more about Huddle
Web-based sales proposal software to win business faster.
Better Proposals is a web based platform for creatives and service providing businesses to create professional, well-formatted sales proposals, with digital signatures, 3rd party integrations, and more. Know when proposals are opened, forwarded or downloaded in order to follow up at the right time.Read more about Better Proposals
Convoso's cloud contact center software provides powerful and easy-to-use solutions to help businesses cost-effectively increase their sales pipelines by up to 150% and deliver top-tier customer experience. Our cutting-edge call center tools are designed to provide your agents and customers with an enjoyable experience and optimal results.Read more about Convoso
Our blended, cloud contact center software provides fully-integrated end-to-end applications that include: 'lite' CRM, PBX system, intelligent dialer, hosted IVR, webRTC softphone, LMS, reporting tools, and more!
BigContacts is Simple & Affordable CRM Software that is designed for small businesses that have outgrown spreadsheets and address books, but don't want the cost or complexity that you find with most CRM solutions.
With BigContacts, you can choose only the essentials to get started managing your contacts and can easily grow into more comprehensive… Read more about BigContacts features. Whether you're looking for a simple tool to organize your contacts or want a complete suite of business tools - we offer everything you need to Organize your Contacts, Manage Tasks, Track Opportunities & Manage Email Campaigns.
Best of all, you can access all your important contact information from any PC, Mac, Mobile Phone, or Tablet!
Instantly view Salesforce leads, contacts, activities, cases, opportunities and more right in Gmail. Log emails with a click. Easily create new leads, tasks, and events. Sync Salesforce with Google Contacts and Google Calendar. 30-second install for Chrome or Firefox.Read more about Cirrus Insight 30-day free trial. *Contact and Calendar Sync are coming soon!
Lead and opportunity tracking throughout the sales lifecycle
TrackerRMS CRM Software allows you to see how your leads and opportunities are progressing at any time in the lifecycle, either by person, by department, by territory or even by opportunity type.
The Sales Tracker functionality underpins our core CRM Software module giving the sales team a solid set of tools to manage leads through to successful… Read more about TrackerRMSopportunities.
The B2B Commerce Platform for Manufacturers & Distributors
Handshake is the #1 rated sales order management app for wholesale. Founded in 2010, Handshake is used by global sales teams like Bugaboo, Oxo, Silhouette Eyewear, Roland Music and many more.
Use Handshake to write bigger orders, reduce order processing costs, speed up fulfillment and accelerate your team's performance.Read more about Handshake
Handshake's mobile apps give you everything your team needs to write orders, fast. Make sure your reps show up to every appointment prepared with the product, inventory and customer information they need to sell intelligently.
Sales managers need in-depth, real-time reporting. Know exactly how much you're selling, up to the minute. Drill down by rep, region and more.
Handshake is also single, powerful website to manage the orders being placed out in the field, and a central place to make customer info and product updates. Handshake makes team and territory management easy.
Sign up for a free trial today and find out why Handshake powers wholesale.
Lead Aggregation Software for Selling Calls and Web Leads
-- Your business will run itself, day and night -- You have full control of what you charge your clients for leads and how you bill them. A selection of integrated payment processors, allowing your clients to pay you with their credit card automatically.Read more about Aggregatur
Gain visibility and control over all the contracts in your organization, while simplifying and accelerating the creation and negotiation process. In just a few weeks, your company can streamline the complete lifecycle contract management with a robust repository, granular security controls, flexible routing and approval rules, and reports that are a… Read more about Conga Contractsutomatically generated and emailed to drive business forward.
Xactly Corporation is the market leader in on-demand sales compensation management. The company’s flagship product, Xactly Incent, enables sales and finance executives to design, implement, manage, audit and optimize sales compensation management programs easily and affordably.Read more about Xactly Incent Xactly’s solutions automate the process of aggregating data from disparate systems into a secure, hosted repository and enable companies to leverage this business data which is the lifeblood of sales performance management. Xactly helps companies improve operational performance, optimize sales effectiveness, proactively manage risk and compliance and maximize profits. The Xactly family of products are used by sales and finance executives, compensation analysts, sales operations and sales professionals across a variety of industries ranging from SMBs to large enterprises.
- End-to-end autom
It is a web-based solution with real time visibility of commissions (earned and potential) keeps your sales reps motivated
An affordable robust On Line CRM Software solution for businesses of 5 to 200 users that includes Contact Management, Activity Management, Sales Management, Lead Management, Marketing, Customer Service, Project Management and Reporting. Cloud based use with Mac, PC or Tablet.Read more about Commence Fully integrated with E-Mail clients MS Outlook, GMail, Yahoo, Mac mail and others. Offline access via any mobile device. Even has internal chat feature.
* Top Rated Award Winning Software
* #1 Alternative to Higher Price Programs - Microsoft CRM & SF.COM.
* More than Two Decades of Industry Relationships
* Several Thousand Customers around the World
"The Most Trusted Name in CRM"
Fully cloud-based call center & telemarketing solution that helps you handle various types of call campaigns without a hitch, lower operational costs and magnify revenues at the same time. Read more about Voiptime Cloud
AI-based customer success solution for Salesforce & Dynamics
Komiko is an artificial intelligence based platform for customer success management and account management. Designed for sales teams, Komiko integrates with Salesforce and Microsoft Dynamics to capture emails, events, and content, measures and scores engagement, and recommends success playbooks… Read more about Komiko
Sales enablement & mobile sales content presentation
Crescendo is a content storage and management solution designed to aid businesses with sales enablement via content sharing and mobile presentation. The cloud-based tool connects with Sharepoint, Google Drive, Box, Salesforce, and OneDrive to access and present content to clients or partners.Read more about Crescendo
Email communication & sales productivity application
Mixmax is an email communication & sales productivity application designed to help businesses convert prospects into customers through Gmail, Google Inbox, Google Calendar, Salesforce & Pipedrive using 1-to-1 communication, personalized email, workflow automation, email tracking, CRM sync, & more… Read more about Mixmax
CRM & sales collaboration tool for small businesses
Nutshell CRM is a flexible, easy to use, and sneaky powerful sales tool driven by best-in-class sales automation, customer relationship, and lead management tools that will take your sales game to the next level. Experience a CRM that finally works how you work to enhance the way you sell.Read more about Nutshell CRM
Hatchbuck is an integrated CRM, email marketing, and marketing automation tool for small businesses, with contact management, progress tracking, and more. Hatchbuck aims to help users drive more business, organize their contacts, boost response rates, and see their progress at a glance.Read more about Hatchbuck
Lead management software and CRM solution - The Power of Simplicity
VanillaSoft brings together the best of CRM, Lead Management and Sales-by-Phone tools into one powerful queue-based lead management solution for inside sales teams, call centers, and other sales-by-phone professionals. VanillaSoft increases productivity, contact rates, makes cold calling easier, and improves sales accountability with features includ… Read more about VanillaSofting:
• queue-based priority lead routing
• auto dialing: progressive and preview
• logical branch scripting
• email drip lead nurturing
• mass email
• email templates
• inbound web lead capture
• lead scoring
• voice drop of pre-recorded voice mails
• call recording, monitoring, whisper & barge
• ACD queues
• Screen pops
VanillaSoft also provides managers with access to list imports, workflow, campaign queue management, call activity dashboard, and custom reporting.
CRM designed tailored to financial and insurance advisors
Maximizer CRM Wealth Manager is customer relationship management software tailored to financial advisors, insuranc and group benefits administrators. It enables businesses to streamline processes, build deeper client relationships, remain compliant and build a verifiable book of business.Read more about Maximizer CRM Maximizer CRM Wealth Manager combines expert industry knowledge with over 28 years’ experience in CRM software.
NetSuite CRM+ software is the only cloud CRM system to provide complete customer lifecycle management, supporting lead generation through to opportunity creation, order processing, fulfillment, renewal, upsell, and cross-sell. It is used by over 16,000 organizations worldwide.Read more about NetSuite CRM+ According to Nucleus Research, customers deploying NetSuite increase sales productivity by 12.5% due to the system’s customer centric approach to CRM.
(formerly ProsperWorks) The only CRM recommended for Google
Copper - formerly ProsperWorks CRM - helps businesses identify, track, and optimize sales contacts and opportunities, and easily manage their entire sales pipeline via a simple and highly visual tool. Read more about Copper
Exceed.ai is a virtual assistant designed to help sales & marketing teams capture and nurture leads using artificial intelligence, machine learning and conversational bot technology to have two-way interactions with customers via email or chat forms. Read more about Exceed.ai
amoCRM is a sales & lead management solution for SMBs. With an interactive pipeline, users can automate salesflows from start to finish, set tasks and customize triggered activities like mailouts and social media advertising. Seamless integrations keep users and their data always in sync, whether they're on computer, mobile, or tablet… Read more about amoCRM
LeadMaster has been providing affordable white-label web-based Salesforce CRM and Lead Management solutions since 1998. The application features robust marketing automation features for campaign management, lead nurturing and email marketing. Read more about LeadMaster
Base is a CRM software focused on empowering sales teams to win more deals. By automating tasks, data capture and analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.Read more about Base CRM
The industry leading mobile CRM for field sales teams
ForceManager is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate (three times that of traditional CRMs).Read more about ForceManager
Have you seen Salesforce’s small business solutions? Sales Cloud is a customizable CRM platform that grows with you. Get real-time customer information and activity in one place, insights with dashboards, and reports. Connect to thousands of business apps to extend your CRM to every department.Read more about Salesforce Sales Cloud Choose SalesforceIQ to be set up in minutes with instant access to CRM data right from your inbox. Use customer insights to prioritize intelligently and spend your time where it matters.
Bpm’online CRM software delivers end-to-end processes to manage a complete customer journey – from lead to order, and to ongoing account maintenance.
Bpm’online recognized in Gartner 2016 Magic Quadrant for the CRM Customer Engagement Center, as well listed in Five Categories of The Gartner CRM Vendor Guide 2016 (SFA, Partner Relationship Management… Read more about bpm'online CRM, Inside Sales and Customer Service Software).
Sales automation solution for Salesforce & Gmail users
Groove is a cloud-based sales engagement solution for account-based sales teams who use Salesforce and Gmail. The software synchronizes data between email and CRM systems, and offers tools for campaign automation, sales analytics, account prioritization, email tracking, meeting scheduling, and more.Read more about Groove
Customer engagement platform with Chrome extensions
Ebsta is a customer engagement platform designed to help marketing, sales and customer success teams increase productivity and enhance customer engagement directly from their inbox with Salesforce and Gmail integration, plus email, calendar, contact synchronization, and more… Read more about Ebsta
Lumio provides website owners with insight into which companies are visiting their site, how often they visit, and what they do, enabling them to turn anonymous traffic into complete company profiles, increase conversion rates and improve marketing campaigns with targeted ads… Read more about Lumio
Get better returns from your marketing & sales processes by upgrading to an automated platform.
Send follow-up that adapts to your customers’ behavior so you are sending the perfect message at the perfect time. You’ll have happier customers and higher conversions.Read more about ActiveCampaign
See why over 150,000 marketers use ActiveCampaign.
Marketing optimization software for marketing managers that are focused on generating targeted leads and improving sales team performance. Marketing Optimizer empowers digital marketers with the tools and reporting to continually improve their lead generation campaigns.Read more about Marketing Optimizer Marketing Optimizer integrates with all popular website testing, web analytics, and landing page optimization software.
Commission Software that works for the way you do business. No upfront professional services needed and easy to get started with. It enables Sales and Finance Executives to automate commissions calculations based on your organization's custom commission plan.Read more about Nirvaha Commissions
SymVolli is a powerful Sales Performance Management tool that can revolutionise the effectiveness of company’s workforce.
By understanding the sales process, managing and monitoring it, it is possible to deliver a pipeline that has credibility and leads to accurate and consistent sales forecasts.Read more about SymVolli This is easily achieved with SymVolli because it takes snapshots of the sales forecasts presented by sales teams over time, holds them in a database and produces trends and variations from the "norm" to encourage and enable accurate sales forecasting to build trust in the figures for senior management.
CPQ Software for Manufacturers of Complex Products
Cincom CPQ™ is a configure-price-quote platform that provides a better buying experience for customers, enabling real-time, accurate pricing and sales quotes/proposals. Cincom CPQ™ provides sales reps with expert knowledge and confidence they need for selling complex products.Read more about Cincom CPQ™
With Sofon Proposal Organizer, complete and error free quotations, orders, contracts and other sales documents can be easily created. Product configuration, calculation, visualization and document generation are all supported. Online, offline and on internet.Read more about Sofon Guided Solutions
Sofon Studio is the management module for all information that is used in Sofon Proposal Organizer and Sofon Sales Configurator. This information, including costs, configuration and calculation rules, visualization rules, texts, illustrations etc, is transparently and easily stored in Sofon models.
Sofon Sales Organizer offers all functionality you may expect from robust CRM systems for customer driven businesses. In case you already use a CRM system, or you prefer another CRM system such as Microsoft CRM, Salesforce or Siebel, your system of choice will easily work with Sofon.
Sofon Connect ensures seamless integration between Sofon Guided Selling and other software such as ERP, CRM, CAD and PDM.
Smart CPQ by FPX transforms buying and selling processes
Over three decades ago, FPX’s Configure-Price-Quote® (CPQ) gave life to sales force automation. At the time, the ability to streamline the sales process, maximize sales effectiveness and boost revenue was unlike anything ever seen before.
Today, FPX continues to lead through innovation by offering Smart CPQ.Read more about Smart CPQ by FPX Part of an Experience Management Platform (XMP) of applications, Smart CPQ goes beyond standard pricing and quoting by offering predictive applications that harness big data to build ideal order configuration.
Apttus enables sales channels to sell more, sell bigger, and sell anywhere on the cloud. Built within the Salesforce1 platform, Apttus CPQ boosts sales effectiveness by guiding users to the best possible quotes for all products, pricing, and channels.Read more about Apttus CPQ In addition, by integrating quoting software with your contract processes, you can automate renewal quotes based on previously agreed upon pricing and terms.
Apttus CPQ software is a key component of the Apttus Quote-to-Cash solution, allowing sales organizations to speed time to revenue, prevent revenue leakage, and reduce risk.
- Enhance Sales Effectiveness with System-Driven Guidance: Improve deal size and close rates by providing all channels the latest product and pricing insights
- Quickly Scale Your Business: Leverage your Salesforce investment to drive productivity and global growth
- Sell Anything, From Anywhere, On Any Device: With mobile capability, sales channels can close deals no matter where they are
Dolibarr ERP & CRM is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...).
It's an opensource and free software designed for companies, foundations and freelances.
Install and use it as a standalone application, or online on a dedicated server and use it from any device.Read more about Dolibarr ERP & CRM Dolibarr is also available on several ready to use Cloud services.
Oracle CPQ Cloud is configure, price, and quote (CPQ) software and a Quote-to-Cash management solution to turn sales opportunities into revenue faster. Oracle CPQ Cloud is used to improve sales process and increase efficiency by automating the production of sales proposals and quotes.Read more about Oracle CPQ Cloud The Oracle CPQ Cloud's BigMachines products enables you to manage the entire Quote-to-Cash process and is integrated with Oracle's suit of customer experience (CX) solutions.
Oracle CPQ provides guided selling tools to help sales staff and customers alike find the right products and services to include in orders and proposals. You can use this solution to generate accurate, branded orders and proposals directly from your CRM system. Improve the quote creation process with incorporated up-selling and cross-selling recommendations and by defining consistent pricing and discounting rules.
Nirvaha's Quotes, Billings, and Commissions software serves to automate both quote and order creation, commission plans and payments as well as tracking for deliverables, billings, and revenue recognition. Nirvaha's detailed dashboards provide real time visibility on sales related financial information, and offer integration with both QuickBooks and… Read more about Nirvaha SalesForce com.
Create, send, track, and sign business proposals online, fast and easy.
Quote Roller is a web-based software that helps to create, send, organize, track and e-sign business proposals with ease. Impress your clients with beautiful proposals created in minutes, not the usual hours.
-Create proposals out of proven, sector-specific templates or create and reuse your own
-Auto-insert your products, services and optional pr… Read more about Quote Rollericing catalog
-Include images, videos and hyperlinks
-Send proposals in PDF or web formats, which clients can discuss, accept and securely e-sign
-In-proposal analytics empower your followup by allowing you to know right away when a client opens your proposals, what they've looked at and for how long.
RightSignature is the easiest, fastest way to get documents signed. With an elegant, intuitive user interface, RightSignature replicates the pen-and-paper signing experience in any web browser.
RightSignature is an innovative electronic signature solution that increases document completion rates, cuts expenses, and improves the customer experien… Read more about RightSignaturece. Users review documents, fill in form fields, and create an actual, wet-like signature online with a mouse or on the iPhone/iPad touchscreen. With a robust API, RightSignature is the perfect integration solution, fulfilling the "last mile" of document workflows.
The American Bar Association's GPSolo Magazine says "With RightSignature you can upload contracts and have them signed in a faster, cheaper, and more secure way than paper documents."
With Nirvaha Quoting, organizations can create quotes from their pre-existing templates and item lists in seconds. With the click of a button, users can specify rich text document templates (including images) to be used for creating quotes. Sales teams can then create quotes automatically by selecting items, units and discounts.Read more about Nirvaha Quoting Once created, quotes are easily shared for review or approval, dramatically reducing time spent in the quote creation process.
Informed Decision Making for RFP and System Select Projects
SupplierSelect provides buyers and system selection consultants with online platform supporting the full RFP project lifecycle. Rich surveys are drafted and published online. Vendors self-register and respond via the portal. A message board facilitates controlled, audited communication with vendors.Read more about SupplierSelect Hierarchical weighting, pairwise comparison and full auditing supports the most sophisticated projects. Project templates and automated scoring provide significant time savings, especially for consultants that manage similar RFPs for different clients. Security conscious environments appreciate the fine grained access control and support for domain expert evaluators.
Xero owned financial project management software for SMBs
WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system. Features lead management, quotes, time sheeting, job tracking & costing, project management & reporting, invoicing, add-on integrations & more.Read more about WorkflowMax If you run a service business & track your time, WorkflowMax is likely perfect for you!
Quotient is a cloud-based quoting software to create, present, send and approve quotes online. With Quotient you can create professional, custom branded quotes and save templates to automate the quote creation process in the future. You can use Quotient to track the progress of your quotes and your clients have the ability to accept quotes online.Read more about Quotient
Keep all your quotes securely archived in one application to make quotes easy to search and retrieve. Keep on top of quote progress and archive quotes that don't get approved after certain time periods. The quoting software can also be used to measure the performance of your quotes through reporting and analysis.
The product configurator camos Configurator is the leading technology system for accurate configuration of products with many variants and/or complex products within the industry. The sales team can configure customer-specific products without expert knowledge and prepare technically correct and precisely calculated quotations.Read more about camos Configurator
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