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description: Page 3 - Discover the best Proposal Management Software in New Zealand. Compare top Proposal Management Software tools with customer reviews, pricing and free demos.
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title: Page 3 - Best Proposal Management Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# Proposal Management Software

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## Products

1. [GetAccept](https://www.softwareadvice.co.nz/software/135208/getaccept) — 4.6/5 (35 reviews) — GetAccept is a Digital Sales Room platform trusted by more than 5000 revenue teams to help reps spend more time selli...
2. [BlueSnap](https://www.softwareadvice.co.nz/software/318804/bluesnap) — 4.5/5 (29 reviews) — BlueSnap is a web-based all-in-one payment software designed to help businesses across a variety of industry vertical...
3. [QuoteCloud](https://www.softwareadvice.co.nz/software/87734/quotecloud) — 4.2/5 (28 reviews) — QuoteCloud is a cutting-edge, cloud-based platform that simplifies and streamlines your business's quotation process....
4. [Expedience Proposal Software](https://www.softwareadvice.co.nz/software/46469/expedience) — 4.8/5 (27 reviews) — Expedience is proposal automation that doesn’t require leaving Microsoft Office\! Expedience automates sales proposals...
5. [Flowcase](https://www.softwareadvice.co.nz/software/251252/cv-partner) — 4.8/5 (25 reviews) — Flowcase is a SaaS tool that helps automate the process of filtering, tailoring, and formatting CVs, resumes, and cas...
6. [Bidsketch](https://www.softwareadvice.co.nz/software/325475/bidsketch) — 4.3/5 (25 reviews) — Bidsketch is a quoting software that helps businesses generate proposals using custom templates and content. The plat...
7. [Proteus](https://www.softwareadvice.co.nz/software/186472/proteus) — 5.0/5 (21 reviews) — Proteus is an end to end project management solution that can meet the needs demanded by complex projects, global tea...
8. [MiClient](https://www.softwareadvice.co.nz/software/335537/miclient) — 4.8/5 (21 reviews) — MiClient is proposal management software which helps in automating Lead Management, Proposal Management and Client On...
9. [iQuoteXpress](https://www.softwareadvice.co.nz/software/59634/iquotexpress) — 4.8/5 (21 reviews) — iQuoteXpress (IQX) is a sales proposal automation solution that reduces the time and costs it takes to make sales quo...
10. [DocSales](https://www.softwareadvice.co.nz/software/226546/zero-click-docgen) — 4.7/5 (20 reviews) — Zero Click DocGen is a contract management software that helps businesses generate proposals using existing customer ...
11. [Conga CPQ](https://www.softwareadvice.co.nz/software/36671/apttus-cpq) — 4.2/5 (20 reviews) — Conga CPQ empowers sales, partners, and customers to efficiently configure complex products and services offerings, a...
12. [Revv](https://www.softwareadvice.co.nz/software/180784/revv-sales) — 4.7/5 (20 reviews) — Revv, a modern eSignature solution, pushes the boundaries of document automation and workflows. Revv gives you the fl...
13. [Apropo](https://www.softwareadvice.co.nz/software/323422/apropo) — 4.9/5 (20 reviews) — Apropo is a project estimation tool for software agencies. It gives you UNFAIR advantage over other agencies by makin...
14. [Proposal Kit](https://www.softwareadvice.co.nz/software/465059/Proposal-Kit) — 4.7/5 (20 reviews) — Proposal Kit is a proposal management solution designed to assist businesses in creating professional proposals, quot...
15. [Contentverse](https://www.softwareadvice.co.nz/software/357028/contentverse) — 4.1/5 (19 reviews) — Contentverse is document management for every department in every industry. It's a blank slate for your team to recre...
16. [INFast](https://www.softwareadvice.co.nz/software/262272/infast) — 4.9/5 (19 reviews) — INFast is a billing and invoicing solution that helps businesses automatically create and manage invoice and estimati...
17. [DocHipo](https://www.softwareadvice.co.nz/software/344284/dochipo) — 4.9/5 (19 reviews) — Creating professional, on-brand designs should not slow your team down. DocHipo is a powerful yet easy-to-use design ...
18. [Nintex DocGen for Salesforce](https://www.softwareadvice.co.nz/software/424544/nintex-drawloop-docgen-for-salesforce) — 4.6/5 (19 reviews) — Nintex DocGen is a document generation platform designed to help businesses create and share files in PDF and Microso...
19. [Ombud](https://www.softwareadvice.co.nz/software/247423/ombud) — 4.9/5 (16 reviews) — Built on a foundation of expertise in sales engineering \& response management, Ombud serves enterprise-level RevO...
20. [XaitProposal](https://www.softwareadvice.co.nz/software/366327/xaitproposal) — 4.5/5 (16 reviews) — XaitProposal is a guided proposal creation solution for comprehensive, winning proposals. It helps teams regain contr...
21. [enegaeru](https://www.softwareadvice.co.nz/software/507434/Enegaeru) — 4.3/5 (16 reviews) — enegaeru is a simulation tool that helps calculate the economic effects of installing solar power and energy storage ...
22. [Solargraf](https://www.softwareadvice.co.nz/software/66357/solargraf) — 3.2/5 (15 reviews) — Solargraf is a solar design and proposal tool for solar sales teams, and installers, to scope, sell, and manage solar...
23. [XaitCPQ](https://www.softwareadvice.co.nz/software/188779/blueprintcpq) — 4.7/5 (15 reviews) — Tired of quote errors and delays that block revenue? Meet XaitCPQ; the specialist solution for quoting complex projec...
24. [Catapult](https://www.softwareadvice.co.nz/software/210862/catapult) — 4.6/5 (15 reviews) — Key Benefits: Automated Responses, Team Collaboration, Content Management, Compliance Oversight, Progress Tracking, A...
25. [Experlogix Document Automation](https://www.softwareadvice.co.nz/software/392320/experlogix-document-automation) — 4.4/5 (14 reviews) — Experlogix Document Automation is an enterprise-grade document generation and automation platform designed to streaml...

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## Related Categories

- [CPQ Software](https://www.softwareadvice.co.nz/directory/4407/cpq/software)
- [Sales Enablement Software](https://www.softwareadvice.co.nz/directory/595/sales-enablement/software)
- [Quoting Software](https://www.softwareadvice.co.nz/directory/3570/quoting/software)
- [Document Management Software](https://www.softwareadvice.co.nz/directory/722/document-management/software)
- [Contract Management Software](https://www.softwareadvice.co.nz/directory/4157/contract-management/software)

## Links

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Master your quotes and proposals like never before with QuoteCloud.\n\nHere are some of the standout features of QuoteCloud:\n\nEffortless Document Creation: Quickly and easily create a wide range of documents, from quotations and contracts to proposals, saving you time and effort.\n\nUnlimited Document Creation: QuoteCloud allows you to generate an unlimited number of documents, ensuring you have the flexibility you need for your business.\n\neSignatures: Streamline the approval process with electronic signatures, making it convenient for both you and your clients.\n\nReal-time Alerts: Stay informed with real-time notifications, ensuring you never miss an important update or action.\n\nRobust Sales Forecasting: Benefit from advanced sales forecasting tools, helping you make informed decisions and plan for the future.\n\nSeamless Image and Video Integration: Enhance your documents by seamlessly incorporating images and videos, making your presentations more engaging.\n\nLegal Compliance: Ensure that your documents meet legal standards and compliance requirements, reducing risk and increasing trust.\n\nUser-friendly Interface: QuoteCloud offers an intuitive interface that is easy to navigate, making it accessible for users of all levels of technical expertise.\n\nBig library of widgets: add content blocks such as text, images, PDF, Videos, esignatures, Buttons, Maps, Spreadsheets and more...\n\nCollaboration Tools: Collaborate with team members and clients within the platform, facilitating smooth communication and teamwork.\n\nData Security: Protect sensitive business and client data with robust security features to maintain confidentiality and privacy.\n\nCustomisation: Tailor your documents to your brand and business needs, creating a professional and consistent image.\n\nAnalytics and Reporting: Gain insights into your quoting and proposal performance with analytics and reporting features, helping you refine your strategies.\n\nQuoteCloud combines these features to streamline your quotation and proposal processes, making it an invaluable tool for your business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e77c26b4-b805-45ff-9b5d-ee53acd65e23.png","url":"https://www.softwareadvice.co.nz/software/87734/quotecloud","@type":"ListItem"},{"name":"Expedience Proposal Software","position":4,"description":"Expedience is proposal automation that doesn’t require leaving Microsoft Office! Expedience automates sales proposals, SOWs, contracts, RFP responses, and other branded business documents from directly within Microsoft Word. Today, Microsoft is at the forefront of the AI revolution and has brought cutting-edge Generative AI technology to Word, Excel, PowerPoint, and Outlook with Copilot. Being native to Word allows Expedience to fully embrace Copilot, the leading secure Generative AI solution for businesses. Expedience delivers a suite of functionality to increase the speed, accuracy, and branding consistency of every MS Word business document your team creates. The core of Expedience is a content library where you can lock down your best, branded, vetted, and approved content for quick, consistent, and accurate reuse. The Expedience suite also enables your proposal professionals to assess incoming RFPs, make bid/no-bid decisions, assign owners, track completion progress, etc.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8368eddf-c82d-4383-8e15-33aaa0ad8f3a.png","url":"https://www.softwareadvice.co.nz/software/46469/expedience","@type":"ListItem"},{"name":"Flowcase","position":5,"description":"Flowcase is a SaaS tool that helps automate the process of filtering, tailoring, and formatting CVs, resumes, and case studies, enabling professional services firms to build bid proposals more efficiently. \n\nPresent in over 35 countries and hundreds of thousands of users, Flowcase has become an integral solution to the tedious and time-consuming data collection process for bid applications. \n\nClients include PwC and BDO, global law firm DLA Piper, and leading tech consultancy Capgemini.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b060ecff-b12e-414f-8d57-2eebb9826dee.png","url":"https://www.softwareadvice.co.nz/software/251252/cv-partner","@type":"ListItem"},{"name":"Bidsketch","position":6,"description":"Bidsketch is a quoting software that helps businesses generate proposals using custom templates and content. The platform enables managers to embed videos and images and export personalized proposals in PDF format. \n\nAdministrators can create custom landing pages and capture clients’ digital signatures on a unified interface. Additionally, Bidsketch allows teams to receive instant notifications when a proposal is opened and required follow-up actions.\n\nBidsketch lets stakeholders store customers’ contact information and add private notes to record interaction history.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cec0e596-c25b-45f8-b9b4-6d1a54dc4ead.png","url":"https://www.softwareadvice.co.nz/software/325475/bidsketch","@type":"ListItem"},{"name":"Proteus","position":7,"description":"Proteus is an end to end project management solution that can meet the needs demanded by complex projects, global teams, and ambitious targets. Proteus is a feature-rich low-cost solution that hard wires consistency, control, visibility, and accuracy into the full project lifecycle.\nThe effective running of projects sits at the heart of the world’s leading organisations, yet some companies do not have a centralised, integrated system to effectively manage their projects. These businesses continue to work with siloed softwares, decentralised data, and legacy systems & processes, losing millions in revenue each year as a result. \nAt Proteus we know that the success of each project, no matter the industry, can have a significant impact on your organisation’s bottom line. With several decades’ experience in complex project management we created Proteus to transform business success from the inside out.\nDesigned to sit at the heart of your business, Proteus helps you move faster, deliver more projects, and generate more revenue through its project control centre, API software integrations, real-time analytics, project management and delivery methodologies.\nWhether you are a Digital Transformation Chief, a Project Manager, a Business Consultant, or a Technology VP, we can work with you to future-proof your business and achieve your digital acceleration and transformation goals.  \nTeams can collaborate with remotely to access timesheets, equipment details, project costs, work completion status, and other resources.\nProject teams can generate invoices using details stored in the database and manage client information, and legal contracts from a unified platform. Proteus enables managers to store documents in centrally and streamline workflows, technical calculations, and other operations. Supervisors can monitor project metrics in real-time on a dashboard and utilize the admin console to configure the system, create work templates, and manage terminology preferences according to your company's requirements. \nThe mobile application allows companies to streamline enterprise resource planning (ERP) operations, manage project workflows, and monitor business performance through reports.\nBusinesses tend to operate in silos, defined by the software packages they use, rather than how our businesses actually run.  Proteus allows companies to run projects in line with their business requirements, helping you take your business where you need it to go.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e88f6d91-9ec0-4019-9c35-e5bce0fcf59f.png","url":"https://www.softwareadvice.co.nz/software/186472/proteus","@type":"ListItem"},{"name":"MiClient","position":8,"description":"MiClient is proposal management software which helps in automating Lead Management, Proposal Management and Client On-boarding processes. With the simplified and easy to use workflow, you can forget about the complexity of CRMs and use MiClient to increase your Sales conversion and improvise your Client On-boarding Experience. Now you will never miss on Churn and can expect more business references by using MiClient.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d156a4d7-f5a5-44ad-a40f-62ac3c37b878.webp","url":"https://www.softwareadvice.co.nz/software/335537/miclient","@type":"ListItem"},{"name":"iQuoteXpress","position":9,"description":"iQuoteXpress (IQX) is a sales proposal automation solution that reduces the time and costs it takes to make sales quotes by more than half. Used across almost every vertical—tech, real estate, manufacturing, education, and more—IQX benefits any organization with a sales team that builds, sends, and tracks sales quotes.\n\n\nWith a dynamic product and pricing configuration engine and professionally designed templates, it enables salespeople with little or even no experience in creating proposals to make professional, accurate, and engaging sales quotes in just a few minutes.\n\n\nIQX integrates with Zoho CRM and Books, Dynamics CE and F&O, Salesforce, Oracle, and other solutions with ease, and may also be used as a standalone solution.\n\n\nAnd it’s a fully supported cloud-based solution: IQX developers can create your product/pricing configurations, upload templates, and assist you before, during, and after implementation.\n\n\nIQX offers per-user, per-month pricing, enabling easy scalability for businesses across all major vertical markets.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2830f663-b787-4d96-95fd-6b473afd712a.png","url":"https://www.softwareadvice.co.nz/software/59634/iquotexpress","@type":"ListItem"},{"name":"DocSales","position":10,"description":"Zero Click DocGen is a contract management software that helps businesses generate proposals using existing customer relationship management (CRM) systems. The platform enables managers to generate and digitally sign quotes as well as contracts on a unified interface.\n\nAdministrators can collect payments from customers after signing the agreements. Additionally, Zero Click DocGen lets stakeholders integrate the system with several third-party applications including Chargebee, Close, HubSpot CRM, Pipedrive, Salesforce Essentials and Stripe.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cd1391d7-ae85-4eaa-b819-678fd10d5ed3.png","url":"https://www.softwareadvice.co.nz/software/226546/zero-click-docgen","@type":"ListItem"},{"name":"Conga CPQ","position":11,"description":"Conga CPQ empowers sales, partners, and customers to efficiently configure complex products and services offerings, and provide personalized prices and quotes, utilizing codified product and pricing information - ensuring higher win rates and a more pleasurable buying experience. Maintain a single price book, discounting structure, and quoting structure across all your channels.  \n\nSales professionals can process multiple data sets and manage orders, invoices, and revenue across the pipeline. Administrators can create templates for designing quotes, prepare a summary, and renew quotes based on predefined pricing or rules. Supervisors can also create, edit, clone, and remove standalone or bundle products and manage categories and product attribute values.\n\nProduct rules can be set up to let sales representatives include, exclude, replace, recommend, and verify products. Users can rate the selected products by adjusting markup values, offers, or discounts, build tiered pricing options, configure currency rounding, and enable price ramps for subscription-based services. Sales team members can also prepare a list of questions for guided selling and add search rule filters along with the name, description, and suitable category.\n\nWith an API-first approach, configuration, pricing, or quoting capabilities can be embedded into any eCommerce, Direct Sales, and Partner Portal, helping streamline configuration and pricing across the revenue lifecycle, and the flexibility to add the CPQ service needed to existing revenue operations at a pace that supports our customer’s business needs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0d620e8f-3793-4bc0-9050-e0054cd4cdc2.png","url":"https://www.softwareadvice.co.nz/software/36671/apttus-cpq","@type":"ListItem"},{"name":"Revv","position":12,"description":"Revv, a modern eSignature solution, pushes the boundaries of document automation and workflows. \n\nRevv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. \n\nWhether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated.\n\nRevv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. \n\nIntegrate business apps with Revv to simplify complex tasks and run your signing process seamlessly. \n\nRevv is an all-in-one, no-code eSignature platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. \n\nRevolutionize your eSigning processes and document automation with Revv!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c792c00c-5d38-40ce-8fd8-245136e4429b.png","url":"https://www.softwareadvice.co.nz/software/180784/revv-sales","@type":"ListItem"},{"name":"Apropo","position":13,"description":"Apropo is a project estimation tool for software agencies.\n\nIt gives you UNFAIR advantage over other agencies by making your quotes faster, more accurate and customer-friendlier, all at once.\n\nQuote faster - create quotes in minutes instead of hours, thanks to AI, repeatable quoting components and error-proof formulas. Get to your customers before your competitors!\n\nWin more projects - compose beautiful and friendly quotes with your agency’s branding that will stand out from competitors. Engage your customers with interactive scope configuration and watch videos of how they work with your quote. No more ugly Excel files!\n\nStandardize & control your quoting process - get all your agency quotes in a single place, standardize your process with quote templates and export your quotes to Jira and create project backlog in minutes instead of hours.\n\n\nStop spending hours creating Excel quotes that lose.\nSpend minutes creating next-gen quotes that win.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0801f152-8d07-488b-8d0d-b01624b7ef90.png","url":"https://www.softwareadvice.co.nz/software/323422/apropo","@type":"ListItem"},{"name":"Proposal Kit","position":14,"description":"Proposal Kit is a proposal management solution designed to assist businesses in creating professional proposals, quotes, contracts, and business plans. It is suitable for organizations of various sizes and industries, including IT professionals, website developers, graphic designers, contractors, grant writers, and marketing agencies.\n\nThe platform features an AI Writer that generates proposal content based on business, client, and project details. It includes automated quoting tools, schedules, and financial templates to streamline document creation. Users have access to a content library with thousands of pages of pre-written material, hundreds of design themes with professional title page covers, and a collection of sample proposals and legal contracts.\n\nProposal Kit operates on a one-time license fee model. Mail merge and document assembly features enable quick compilation of personalized documents. The professional version offers additional features such as foreign language support, more design options, and an expanded content library to accommodate diverse business needs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1ef1646f-0e7d-4e3d-9968-0d6ca1625834.png","url":"https://www.softwareadvice.co.nz/software/465059/Proposal-Kit","@type":"ListItem"},{"name":"Contentverse","position":15,"description":"Contentverse is document management for every department in every industry. It's a blank slate for your team to recreate your storage processes and even make them better! \n\n  • Scan, upload, or drag-and-drop files into the system\n  • Batch scan and index options for bulk data import\n  • Create new documents from pre-loaded templates\n  • Detect keywords, barcodes, and QR codes on pages\n  • Automatically index and file your documents\n  • Easily search for content and navigate the folder tree\n  • Securely share docs without them leaving the server\n  • Edit Word, Excel, and PDF forms online\n  • Automate all of your business processes \n  • Integrate DocuSign or create eSignatures\n  • Set up retention policies for contract renewals\n  • Implement best practices and regulatory compliance\n\nCustomers in many different industries have had success using Contentverse to cut down on wasted time and money. No matter where you're coming from, Contentverse is versatile enough to support your unique needs. Industries we serve include...\n\n  • Manufacturing and distribution companies\n  • Law enforcement and justice departments\n  • K-12 and higher education\n  • Non-profit and not-for-profit organizations\n  • Municipal and county government\n  • Food & beverage, grocery, and hospitality \n  • Banking and finance\n  • Insurance firms\n  • Aerospace, automotive, and engineering \n  • Medical laboratories and chemical plants\n  • Healthcare \n\nReach out to our sales staff if you are interested in an in-depth case study in your industry or a related use case. \n\nContentverse uses 128-bit encryption to protect your data in the system. Administrators can set up user permissions for their staff so that only authorized personnel can see, edit, and interact with each document. \n\nWith a browser-based interface any user will find familiar and simple document creation, management, and editing controls, Contentverse is easy to learn and easy to use. Whether you need to archive bulk data and digitize legacy files or you just need to look up some recent invoices, forget the headaches of your old document management solution. Everyday tasks are effortless. We provide quick, complete videos for more advanced features. \n\nOur team continues to innovate as we update and upgrade Contentverse. Some of our recent additions include the DocuSign integration, new dashboard for quick file access and workflow monitoring, and editing of common document types in the file viewer. \n\nContentverse can be purchased as an ongoing subscription and can be implemented in the cloud or on a local server. If you have a unique setup, give us a call about custom plans and pricing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/df34afb7-c9ff-4cca-855a-df951d662003.png","url":"https://www.softwareadvice.co.nz/software/357028/contentverse","@type":"ListItem"},{"name":"INFast","position":16,"description":"INFast is a billing and invoicing solution that helps businesses automatically create and manage invoice and estimation processes on a unified dashboard. Professionals can utilize the application to track margin on quotes, modify invoices using credit note functionality, and import customer databases from existing CRM or CSV files using API. \n\nFeatures of INFast include reminders, quote to invoice conversion, margin management, contact creation, grouping, data recovery, payment collection and more. Administrators can use the exchange module to track document shipments, the status of quotation emails, receive credit card payments from customers and validate invoices on an online platform. Additionally, users can send follow-up emails, reminders on unpaid invoices, and track status in real-time. \n\nPricing is available on monthly subscriptions and support is extended via chat, FAQ, email and knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/86a8240d-c41a-4f94-9224-7fe311db43d5.png","url":"https://www.softwareadvice.co.nz/software/262272/infast","@type":"ListItem"},{"name":"DocHipo","position":17,"description":"Creating professional, on-brand designs should not slow your team down. DocHipo is a powerful yet easy-to-use design platform built for brands, creators, and sales teams who need to produce high-impact visuals quickly and consistently.\n\nFrom persuasive sales proposals and polished presentations to marketing documents, social media posts, videos, and digital ads, DocHipo helps you create everything in one place. Whether you are pitching a client, launching a campaign, or growing your online presence, you can move from idea to finished design in minutes.\n\nDocHipo combines ready-to-use layouts with a clean, intuitive drag-and-drop editor that anyone can use. No design background is required. Simply choose a layout that fits your purpose, customize text and visuals, apply your brand colors and fonts, and you are ready to publish. You can also start from a blank canvas if you prefer complete creative control.\n\nThe platform includes a rich library of stock photos, illustrations, icons, shapes, backgrounds, and videos to help you craft visually engaging designs. You can upload your own images and brand assets as well. Features like one-click background removal make it easy to create professional-quality visuals without external tools.\n\nFor teams that care about brand consistency, DocHipo helps maintain a cohesive look across every touchpoint, from client-facing proposals to social media creatives and advertisements. This ensures your brand always looks polished and professional, no matter who on the team is creating the design.\n\nOnce your design is ready, you can download it in high-quality PNG or PDF formats, adjust output settings based on your needs, or share it instantly via a link. Designs can also be published directly to social platforms. For sensitive documents, you can add password protection before sharing.\n\nDocHipo also connects with popular tools to streamline your workflow. Embed YouTube videos directly into your designs, save graphics to your Mailchimp account, and access royalty-free videos through built-in integrations. Everything you need stays within a single workspace, helping you save time and stay productive.\n\nIf you are looking for a fast, reliable way to create professional, on-brand proposals, presentations, documents, videos, posts, and ads without hiring a designer, DocHipo is built for you. Sign up and start designing in minutes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3f662902-0c82-4bbc-8736-e342526d425f.png","url":"https://www.softwareadvice.co.nz/software/344284/dochipo","@type":"ListItem"},{"name":"Nintex DocGen for Salesforce","position":18,"description":"Nintex DocGen is a document generation platform designed to help businesses create and share files in PDF and Microsoft Word Excel and PowerPoint formats using pre-approved templates and languages. \n\nUsing Nintex DocGen, managers can configure and tag data fields to insert details about customers, pricing nad other elements according to requirements.\n\nProfessionals can automate document routing to streamline signing, approval and reviewing processes and securely store files within a centralized platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1e62f764-08db-472f-85ed-a43d23e32cbe.png","url":"https://www.softwareadvice.co.nz/software/424544/nintex-drawloop-docgen-for-salesforce","@type":"ListItem"},{"name":"Ombud","position":19,"description":"Built on a foundation of expertise in sales engineering & response management, Ombud serves enterprise-level RevOps teams.\n\nOur platform combines content collaboration, project management, & machine learning to streamline the creation of client-facing Sales & Business Development documentation. \n\nWe move beyond basic automation & knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, & surpass growth goals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/37489e9d-ebe7-4712-af45-c4d427428063.png","url":"https://www.softwareadvice.co.nz/software/247423/ombud","@type":"ListItem"},{"name":"XaitProposal","position":20,"description":"XaitProposal is a guided proposal creation solution for comprehensive, winning proposals. It helps teams regain control of proposal creation. It allows users to efficiently work on proposal documents, reducing the time from 50-70%.\n\nUsers can easily produce high-quality project-oriented proposals by using their existing content from the knowledge library and are also provided with feedback and collaborative features.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fd5626e1-f32e-4838-9c73-f906f934e7bc.png","url":"https://www.softwareadvice.co.nz/software/366327/xaitproposal","@type":"ListItem"},{"name":"enegaeru","position":21,"description":"enegaeru is a simulation tool that helps calculate the economic effects of installing solar power and energy storage battery systems. It provides detailed calculations on electricity cost savings, feed-in tariff revenue and overall return on investment. enegaeru is designed to be user-friendly and accessible, with options to customize the simulation based on individual energy usage and property details. Additionally, it also provides customer support via chat and FAQs. Pricing is based on monthly subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f617e44f-d3d3-4a16-9b4e-190e4933f198.png","url":"https://www.softwareadvice.co.nz/software/507434/Enegaeru","@type":"ListItem"},{"name":"Solargraf","position":22,"description":"Solargraf is a solar design and proposal tool for solar sales teams, and installers, to scope, sell, and manage solar proposals from any device. Features include auto roofline detection, NREL-verified shading analysis, battery design tool, electrical design tool, smart designer, and power control systems. It also offers financing options, e-signatures, custom proposal creations, and more. Obtain permit-ready plan sets for grid-tied and off-grid residential systems, complete with engineering stamps from our team of over 200 experts.\n\nSolargraf enables users to design solar panel systems for any roof and create proposals using HD overhead imagery. With shade analysis, users can edit the proposed location of solar panels to best fit the light availability of the premises. The platform enables users to carry out proposal negotiations with clients, meaning proposals can be approved or denied, edited, and signed online and in real-time and deals can be closed from anywhere with the help of DocuSign integrated into the platform.\n\nWith Solargraf, users can manage multiple projects simultaneously in the same account as well as oversee lead capture, pipeline management, and project execution and completion. Once complete, users can access solar usage data related to completed projects,  to monitor their progress and success.\n\nDiscover the all-in-one solution for solar and storage, featuring 3D design and proposal tools with Solargraf. Solargraf has developed a range of features created to assist in designing and quoting both residential and commercial systems.\n\nThe product is available on monthly or yearly subscriptions and extends support via email, phone, video tutorials, webinars and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2e164309-8e9f-428e-8778-fdf4cd2773a2.png","url":"https://www.softwareadvice.co.nz/software/66357/solargraf","@type":"ListItem"},{"name":"XaitCPQ","position":23,"description":"Tired of quote errors and delays that block revenue? Meet XaitCPQ; the specialist solution for quoting complex projects, products and services. \n\n- Automate pricing; avoid errors and margin erosion\n- Calculate and manage project risk\n- Collaborate with experts and win more deals, faster\n\nBe it large projects across multiple locations, or global users with language and price localization, XaitCPQ’s powerful and flexible rules engine means no situation is too large or complex.\n\nXaitCPQ customers reduce time to quote by 50% and respond to 65% more requests - and increase profitability by up to 26%.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/94f8a960-0a95-4516-8eb0-4248c35a52dc.png","url":"https://www.softwareadvice.co.nz/software/188779/blueprintcpq","@type":"ListItem"},{"name":"Catapult","position":24,"description":"Key Benefits:  Automated Responses, Team Collaboration, Content Management, Compliance Oversight, Progress Tracking, Activity Insights & Analytics, Industry Templates, Instant Report Generation, Custom Reporting and Exports, Library Imports, Content Auto-mapping & Nesting, SME Reviews, Version Control,  Custom Scoring & Evaluation, Backups, 24/7 Support, Help Center, Support of Multiple Library Databases, EU-US Privacy Shield, SSO, Encrypted Passwords and Credentials Storage, Cloud Security Alliance.\n\nCatapult is a turn-key all-in-one Request for 'Anything' (RFx) platform that empowers procurement departments, RFP teams, and contract-sourcing departments  to get to DONE faster. Collaborate with various permission levels of team members, manage multiple content databases, track bottlenecks, and evaluate existing partner relationships.\n\nRequestor (Issuer), Responder, and Content Management all in one platform! Take advantage of our industry-leading onboarding and 24/7 customer support alongside a robust library of support articles and videos. Whether your organization handles 10 or 10,000 RFx projects a year, reach out to us at Catapult about creating a custom and unique solution to fit the specific needs of your team. Audit tracking and competitive insights & analytics enable you to optimize demand planning processes while simultaneously expanding your prospective pool of clients!\n\nPerhaps, it is a one-off singular solution, a custom enterprise-level solution, or standard business-level pricing, Catapult takes pride in its 'customizability' and White Glove Service for every individual user experience on the platform. In keeping with that same trend, Catapult similarly offers dynamic pricing to suit the needs of your firm- as well as additional free tiers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/745c299c-406a-4989-bc00-252e194b089b.png","url":"https://www.softwareadvice.co.nz/software/210862/catapult","@type":"ListItem"},{"name":"Experlogix Document Automation","position":25,"description":"Experlogix Document Automation is an enterprise-grade document generation and automation platform designed to streamline the creation, management, and delivery of simple and complex business documents across industries such as manufacturing, legal, sales, insurance, and healthcare. The solution centralizes and automates every stage of the document lifecycle, from template design and data sourcing, to approval, e-signature, and storage. It reduces manual efforts and ensures consistency across all customer communications and document processes.\n\nBuilt on a modular and low-code architecture, Experlogix Document Automation enables organizations to configure document workflows without custom development. Users can define logic-driven templates that dynamically pull structured and unstructured data from multiple systems, merge it into standardized document formats, and route outputs through configurable business rules.\n\nThe Template Designer provides a user-friendly, Microsoft Word–like interface with advanced layout controls, data binding, and conditional logic. Users can embed data fields, tables, loops, and conditional sections to create dynamic templates that adapt to customer data and business rules. The designer supports formatting rules for numeric, date/time, percentage, and currency fields, ensuring consistent presentation of regional data. The inclusion of AI-assisted form design accelerates the creation of interactive forms that adapt to user inputs and pre-defined logic.\n\nAdministrators can configure workflow automation for document assembly, review, approval, and distribution. Automated flows support sequential and parallel routing, conditional branching, notifications, and integration with external systems for record updates. Version tracking and audit trails are built in, providing full visibility into changes and approvals for compliance and governance purposes.\n\nThe platform supports barcode generation, metadata tagging, and search indexing for efficient document retrieval. Role-based access control (RBAC) and Single Sign-On (SSO) using OAuth2 protocols ensure secure access management. Documents can be delivered through multiple channels, including email, print, cloud storage, and digital signing workflows.\n\nDeep integration capabilities are a core strength of Experlogix Document Automation. It provides out-of-the-box connectors and RESTful APIs for integration with leading enterprise applications, including Microsoft Dynamics 365 (Sales, BC, and F&O), Microsoft Power Platform (Power Apps and Power Automate), Salesforce, SugarCRM, Microsoft SharePoint, and various ERP and ECM systems. The platform also integrates natively with major e-signature providers such as DocuSign, Adobe Sign, OneSpan Sign, Sertifi, and ConsignO Cloud allowing for secure, end-to-end digital signing processes.\n\nFor deployment flexibility, Experlogix Document Automation is a cloud solution supporting high-volume, batch document generation and real-time generation through API endpoints. It supports output in multiple file formats, PDF, Word, Excel, PowerPoint, and HTML and can merge or convert documents on demand.\n\nComprehensive support is provided through phone, email, and self-service resources, including video tutorials and documentation. Pricing is subscription-based, scaling by user count, document volume, or environment size.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/653d9340-4752-49ff-983e-d0acbf9f59ee.png","url":"https://www.softwareadvice.co.nz/software/392320/experlogix-document-automation","@type":"ListItem"}],"numberOfItems":25}
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