Organize your sales team with Proposal Automation tools

If you’re sending out a proposal from sales, you already know a few things:

  • A good-looking proposal is appreciated.
  • A well-organized proposal helps your customer understand the value you can offer.
  • A well-organized sales desk makes sending out proposals easier.

However, if you’re on a sales team that’s constantly selling, dedicating a resource to creating a pretty book for each customer isn’t going to happen. But you can automate the process of getting your proposals together, with Proposal Automation tools.

Proposal Automation allows you to keep all your virtual sales collateral in one place. It keeps updated price lists at the ready, with some offering the capacity to accommodate negotiations within the proposal. Proposal Automation tools can update your old decks with better templates and videos, or they can be powerful and secure platforms where you and your customers can work out a deal.

Following are some of the Proposal Automation tools listed on CabinetM:

Proposable is an all-in-one cloud proposal software for sales proposal creation, delivery, and closing. Communicate and negotiate with prospects directly inside each proposal, then close deals instantly with built-in electronic signatures.
BEST FEATURE: Central sales content library and pricing catalog that’s easily shared and accessed by team members through role-based permissions.
PRICING: Packages start at $39 monthly.


Qvidian RFP and Proposal Automation enables enterprises to streamline processes and create more effective sales documents. Qvidian includes a single content library where all assets are stored in approved language and branding. Expedite creating RFP, DDQ, and other questionnaire response drafts by automatically filling in the most relevant answers with AutoFill. Streamline content approvals and build audit trails, with automated, multi-step reviewer workflows.
BEST FEATURE: Track and measure KPIs, with custom analytics dashboards.
PRICING: See vendor for details. 


Xinn is a sales enablement platform that helps teams automate the production of Client Reports, Pitchbooks, Fact Sheets and collateral. Utilize templates, integrate media, personalize content, populate with data from third-party sources, and even drag-and-drop with Microsoft Office. Create content personalized to your audience with far less time and effort, on the fly.
BEST FEATURE: Xinn enables sales teams to customize collateral to each customer interaction.
PRICING: See vendor for details.


SalesEdge Proposal Management Software is a sales enablement platform that helps teams manage proposal and RFP response processes. SalesEdge manages the enterprise’s sales-ready content, offers proposal automation tools, and synchronizes the delivery of proposals and other sales-critical documents.
BEST FEATURE: User metrics show who is engaging with content and who internally is using sales templates.
PRICING: See vendor for details.


Paperless Proposal is a platform for automating the process of creating business proposals and applications built by the Building Service Contractors Association International. Paperless Proposal works for sales, management and marketing. Create, send, track and manage customized proposals or marketing packages, track how long and what prospects viewed with our proposal application.
BEST FEATURE: Proposal generation package can include office files, video, templates, pricing tools, CRM integration and eSignature approval.
PRICING: For both BSCAI members and non-members, see vendor for details. 


ConnectWise Sell is a quote and proposal automation solution. ConnectWise Sell works with defined, standardized input templates to start the proposal process, with tools for automated pricing. Interactive quotes can be delivered to customers via a secure URL that can include videos for promoting products and services.
BEST FEATURE: Built-in e-signature tool makes customer approval easier.
PRICING: See vendor for details.


Qwilr is a sales enablement tool that automates the process of creating proposals. It includes a template library for updating old decks and PDFs for more professional communications. Qwilr also includes blocks designed to make it easy to re-use your best work and to stay on brand.
Teams can use Quote Block to give clients a quote that’s flexible, interactive and adaptable to their needs.
PRICING: Paid packages start at $29. The enterprise package with 10 seats included is $3,000 per year.

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Coaching your sales teams at scale

You have a sales team, and being a good boss, you want to give them the tools they need and then release them to sell up a storm. Coach them on what the future customer is going to throw back at them, get them all the possible product information they need, but let them loose on the world.

How do you do that across timezones? And do you give the inside sales team the same info as the marketers, and the same as the field team? And can you really afford to fly everyone in every time you have a product release?

You can automate the sales coaching process. The following platforms let you coach at scale, so your team is prepared to hit their number.


19th Mile is an automated sales coaching system that provides personalized, data driven coaching to sales reps. 19th Mile offers a full-feature sales CRM that covers contacts, accounts, leads, opportunities, activities, tasks, and channel partners. It integrates with your email and calendar and is voice-text enabled. The full set of features is available on the mobile app making it very easy for sales people to access, and update information on the road. It has been designed as a ‘mobile first’ application. All transactions and data recording are done using the mobile app only, while reporting, importing and exporting data are done on the web. The comprehensive analytics that 19th Mile app calculates is used to provide algorithm and data driven sales coaching to sales reps. Sales coaching takes the form of early warnings, deal risks and risk mitigation advice, and daily action lists.
BEST FEATURE: 19th Mile has a library of 50+ pre-built, ready to use metrics and associated reports that provide a comprehensive view into an individual’s and organization’s sales performance.
PRICING: See vendor for details.


Showpad Coach is a sales coaching platform that enables enterprises seeking to deliver engaging onboarding and training to help sales representatives succeed. Build confidence through recorded practice, role-plays and peer review, and test team retention of key concepts. Showpad Coach offers field and inside sales reps get bite-sized learning experiences, arranged in paths that encompass both courses and real-world assignments. Reps can easily see what they need to do, execute their learning assignments, and record their sales pitches to demonstrate their knowledge.
BEST FEATURE: Showpad Coach’s Manager Hub streamlines sales coaching and training for field and inside sales reps.
PRICING: See vendor for details.


Akordis Sales is a guided sales training platform that delivers continuous sales training. The Akordis dashboard helps Professional Services leaders train agents, guide agents through current pipeline strategy, forecast future revenue, analyze sales performance and understand what needs improvement.
BEST FEATURE: Akordis Sales delivers continuous sales training on live sales leads, to make sure that whatever you are selling, the sales process is perfect.
PRICING: See vendor for details.

Brainshark for Coaching
 is a video-based coaching platform that ensures sales representatives are practiced in any scenario. Initiate video coaching activities to measure, score and certify rep preparedness across your entire organization. Ensure sellers retain the information they learn during training and can demonstrate mastery of key messages.
BEST FEATURE: Capture and share your best video examples to foster peer learning and improve team-wide performance.
PRICING: See vendor for details.


Just-in-Time Learning from Allego elevates sales performance by combining training, practice, coaching and knowledge sharing into one app, using mobile, video, and peer collaboration to reinvent learning for the dynamic needs of sales teams.
BEST FEATURES: Enables virtual learning through video sharing.
PRICING: See vendor for details.


Rehearsal is a video-based practice platform that allows people to practice their sales and communication skills, receive coaching, and collaborate with others anytime, anywhere, and on any device. Use video-based scenarios to provide new members with necessary knowledge and skills and challenge your team with custom scenarios that sharpen skills and boost confidence.
BEST FEATURES: Rehearsal works on tablets, laptops, PCs and smartphones. browser and an Internet connection.
PRICING: See vendor for details.


vplaybook is a platform enabling enterprises seeking to create video training programs for sales professionals. vPlaybook provides a platform for sales leaders to manage and distribute digital sales playbooks consisting of content and strategies focused on the customer conversations their sales reps will encounter. vPlaybook also enables you to provide just-in-time training to your sales reps ahead of a sales call or big presentation by equipping them with the information they need to deliver the right message to the right person at the right time.
BEST FEATURE: vPlaybook provides a customizable framework for managers to use playbooks and role-play videos when coaching their reps. Videos give salespeople access to what a good customer conversation looks and sounds like, making it easy to replicate the behavior of top performers.
PRICING: See vendor for details.

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Jifflenow releases B2B sales tool

Jifflenow, producing scheduling and meeting software, has released Briefing Centers, sales tool that enables B2B marketers seeking to schedule, manage and analyze briefings. Jifflenow Briefing Centers Software also allows sales teams to request briefings from within their Salesforce CRM software application, enabling sales executives to easily request and plan customer visits while managing opportunities within Salesforce. Briefing Centers also allows teams to plan agendas, schedule meetings, conduct surveys and analyze data.

From the release: “To accelerate business growth, B2B enterprises must increase face to face customer and partner engagements with executives and experts,” said Hari Shetty, CEO at Jifflenow. “While spreadsheets can be used for low volume meetings or briefings, customers need a robust, customizable, MAP to conduct more briefings that establish relationships and advance the sales cycle. We have enhanced our platform that is successfully being used by hundreds of companies for meetings at events to include engagements at briefing centers.”

Link: BusinessNow

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Salesforce acquires location-based intelligence platform MapAnything

Salesforce has announced it will acquire MapAnything, a pioneer in location-based intelligence software built natively on the Salesforce Platform. MapAnything is expected to help Salesforce Sales Cloud and Service Cloud to improve field sales and service employee productivity and deliver customer success.

From the release: “With MapAnything, Salesforce will be uniquely positioned to extend the power of Sales Cloud and Service Cloud post-closing to deliver market-leading location-based intelligence solutions that improve field sales and service employee productivity and deliver customer success,” Salesforce noted in its news release.

Link: Salesforce News

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Zift Solutions launches Enterprise Channel Management platform

Zift Solutions has launched ZiftONE, a platform for Enterprise Channel Management. ZiftONE has tools to enable recruitment and on boarding of partners, automates channel sales, through- and for-partner marketing and includes tools to manage a predictable pipeline.

From the release: “With ZiftONE, we are fulfilling the promise of Enterprise Channel Management with an absolutely unique and holistic platform designed to connect channel leaders, partners, and customers — and turn their channel programs into real business growth engines,” said Gordon Rapkin, CEO of Zift Solutions.

Link: Martech Series

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Zendesk acquires sales force solution Base

Zendesk, creator of one of the leading platforms for customer support, has acquired partner Base, an easy-to-use sales force automation solution. Zendesk already integrates with Base, which will remain a separate product for the time being.

From the release: “In the future, we’ll more deeply integrate Base into Zendesk products so service and sales teams can better collaborate and improve the customer experience,” said Matt Price, Senior vice president, product. “After all, the ideal customer journey is seamless across sales and support—it doesn’t start and stop when customers cross internal lines that are meaningless to them as consumers.”

Link: Zendesk Blog

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Salesforce updates Sales Cloud with features for younger teams, billing

Salesforce Sales Cloud has new features boosting speed of sales. Sales Cadences enable managers to create customized, pre-built activity sequences for younger sales teams, with step-by-step instructions and best practices guiding reps through the prospecting process. Work Queues create a prioritized email and call list right inside Sales Cloud. Faster and more flexible billing features also allow enterprises to get paid, faster. Salesforce also added an integration with Einstein to its Pardot automation platform, bringing greater campaign analytics to enterprises.

“Automation, integration and speed are essential to business success in the Fourth Industrial Revolution,” said Adam Blitzer, EVP & GM, Salesforce Sales Cloud. “By extending our Sales Cloud platform with faster prospecting, flexible billing and intelligent marketing automation, we’re providing our customers with a comprehensive and unparalleled lead-to-cash platform.”

Link: Salesforce

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Showpad to acquire sales training software provider LearnCore

Sales enablement vendor Showpad has acquired LearnCore, provider of sales training and coaching software. With LearnCore, Showpad will create an integrated solution for B2B sales and marketing teams who currently must purchase sales content, readiness and engagement solutions from multiple vendors.

From the release: “Buyers today demand valuable content, engaging digital experiences, and knowledgeable salespeople. Adding LearnCore to the Showpad portfolio adds not only powerful sales readiness capabilities, but also a rich set of data and insights to continually improve the relevance and effectiveness of salespeople,” said Pieterjan Bouten, CEO of Showpad. “Showpad’s vision is that the best buyer experience wins. This acquisition brings us to the cutting edge of empowering marketing and sales to sell the way buyers want to buy. With the new capabilities LearnCore brings, we’ll continue to innovate and offer our customers a strategic advantage to be a winner not only today, but also tomorrow.”

Link: PR Newswire

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Noteninja acquired by SalesLoft seeking meeting intelligence

SalesLoft, the sales engagement platform on a mission to help sales organizations deliver better selling experiences for their customers, today announced its acquisition of Noteninja, a meeting intelligence platform which has become a popular solution for helping organizations surface and leverage insights from their team’s conversations during various stages of the sales cycle. The company plans to integrate and expand upon the meeting intelligence capabilities provided by Noteninja and the company’s co-founders will join the SalesLoft team to support its ongoing platform innovation efforts.

From the release: “We are excited to announce the acquisition of meeting intelligence provider Noteninja. I’m incredibly proud for what this means to our customers and the advanced opportunity they will now have to deliver a better selling experience to their customers,” says Kyle Porter, co-founder and CEO, SalesLoft. “With the acquisition, SalesLoft is providing our customers with the first full-suite sales engagement platform that combines sales cadences with sales intelligence, serving AEs, SDRs, CSMs, managers and execs to generate the most revenue.”

Link: Digital Journal

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Apttus to run Quote for Cash suite on IBM Cloud

Sales Enablement platform Apttus, and its investor IBM, have teamed up to offer all Apttus Quote-to-Cash solutions on the IBM Cloud. Apttus solutions, including Configure Price Quote, Contract Lifecycle Management and AI will offer sales teams real-time intelligent recommendations.

From the release: “Apttus pioneered the Intelligent Middle Office space to maximize the value of every solution that sits between CRM and ERP systems,” said Kirk Krappe, CEO of Apttus. “By bringing these offerings to the IBM Cloud, we’re expanding the opportunity for more and more enterprises to resolve their longstanding challenges and transform their business. It’s our goal to help every IBM Cloud user run their revenue operations smarter, faster and better.”

Link: PR Newswire

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