The tool's easy-to-use interface allows sales reps to design and brand their own documents without the help of a marketer or designer. To save you time, create templates out of the documents that you create so you're able to repurpose them in the future. Loopio helps you create and manage sales proposals, RFPs (requests for proposals), questionnaires, and other sales documents that are cloud-based, personalized, and on-brand. Enterprise pricing is available upon request. Pricingįree plan or paid plans starting at $65/mo/user. We also have a Drift integration so that your prospects can chat with your team if they have any questions about their Quotes. You can also seamlessly track your Quotes within your CRM thanks to our integration with HubSpot. IQ is also equipped with real-time analytics and notifications that keep you informed as your prospects interact with your quotes – including visits, price changes, tier selection, feature expansion, and more. Unlike traditional proposals, spreadsheets, and slide decks IQ connects your pricing, quoting, e-signatures, and payments all in one place. FastSpringįastSpring’s Interactive Quotes (IQ) is a powerful tool used to build dynamic, interactive quotes that simplify pricing conversations with your prospects and in turn accelerate the sales process. ClientPoint also allows you to include videos, testimonials, custom messages, images, and other content in your quotes to increase the chances of conversion. Integrate with your sales software and CRM, including HubSpot, to access your quotes and related data via your CRM. Then, receive real-time notifications about recipient engagement on your quotes when they're opened, read, signed, and returned to you. A content library and a document-generation engine exist to save you time while designing documents. ClientPointĬlientPoint allows you to generate proposals and track them with ease. RFPIO also offers a number of integrations with CRMs (including HubSpot) and other tools to make response management across your entire team easy. The tool has task automation features to speed up the process of designing your sales documents as well as engagement notifications so you know when someone is interacting with your documents. The tool has a recommendation engine that uses AI to auto-suggest content for your proposals and quotes. RFPIO makes the process of creating and collaborating on quotes, proposals, and questionnaires simple. Plans ranging in price from $19/ mo/ user to $49/ mo/ user. The system also integrates with accounting tools, like Quickbooks, so you can seamlessly track, organize, and save payment invoices and more. There are also interactive pricing and eSignature features so customers can select their desired plan without having to go through you.Ĭreate and send proposals without ever leaving your CRM thanks to Proposify's many integrations with systems like HubSpot and Salesforce. Use the tool's live chat to respond to any questions a prospect or customer has while reviewing your proposal in real-time. ![]() You'll be notified the moment a recipient opens, reads, signs, and interacts with a proposal so you can time your follow-ups accordingly. To save time, create templates for your proposals and quotes so they're on-hand in the future and ready to be customized. Proposify is an interactive quoting tool that automates the sales proposal process. Pricingįree plan or paid plans ranging in price from $40/ mo/ two users to $1,200/ mo/ 10 users. ![]() Pro Tip: Use HubSpot's Quote Software to create and send sales quotes as well as collect electronic signatures and payments from the same place you manage your deals and contacts. This tool is part of HubSpot's Sales CRM, called Sales Hub, which includes other useful tools such as email templates and tracking, sales automation, meetings, calling, predictive lead scoring, and reporting. ![]() Reps can also use the Stripe integration to get paid right from their quote. HubSpot offers built-in payment options and electronic signatures to eliminate back-and-forth between reps and customers. Close deals quickly by creating polished, on-brand, and customized quotes in seconds. With HubSpot Sales Quotes, you can streamline the quote-to-cash process with integrated electronic signatures and payment.
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