Best Proposal Management Software

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

Curate is a special event management platform created specifically for the needs of caterers, florists, and rental companies. Unlike spreadsheets and sticky notes, Curate automates the entire process from proposal to strike, letting event pros spend more time doing the things they love most. Curate offers three different products that work seamlessly together: Curate Proposals, Curate COGS, and Curate Rentals. When tasks are automated, more time can be spent on your business and your passions outside of it. Users have decreased time spent creating wholesale orders from hours to minutes. Cut down on hours spent generating proposals and create digital proposals during client consultations. Users have reported increasing their on-the-spot bookings by 400%.

Proteus is the complete project management software built by energy experts for the energy sector. Proteus brings pre-project planning, winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves companies in oil and gas and renewables away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, win more business, deliver more projects and keep work simplified. Proteus brings everything together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place on a centralized platform. Proteus dramatically improves efficiency by improving the way margins are managed, resulting in cost savings to allow your company to scale and grow. Maximize value across the project lifecycle. Get better visibility, better control, better consistency and better productivity.

Founded in 2003, Intelometry, Inc. is a Technology and Consulting Services Company that specializes in retail electricity and natural gas market operations. Intelometry clients consist of retail energy suppliers, large energy users and user groups, and consulting firms located across the continental U.S. Intelometry’s product lines and offerings fall into three primary categories including: • Retail energy transactional software developed and supported by Intelometry for use by retail energy suppliers, energy brokers, and large end users • Consulting services specializing in retail energy market operations, regulatory matters and new market entry • Production and distribution of retail energy data critical to market operations and analysis Key Intelometry staff have held senior management roles in prominent energy companies and consulting firms. This real world experience affords our team a high level of credibility and insight when working with our clients.

Trusted by Thousands of Professionals. Building on almost 2 decades of front-line experience working with solar & renewable energy professionals, ONtility ProTM is designed to speed up and enhance the sales process. Easily crunch the numbers, generate professional sales proposal materials, and manage your sales activities. ONtility ProTM helps you focus on what matters: identifying your customers` needs, designing smart solutions, and getting new business on the books. Produce accurate performance and pricing estimates that reflect current energy rates, incentives and rebates. Includes a PV Layout Tool: define buildings, installation areas, keep out areas and obstacles. The Solar PV Layout Tool auto places PV modules, creates sun path shade views, provides 3D views and more!

Dynamic proposals, integrated doc management, and next day turnarounds on CAD & engineering streamline the sales process, optimizing deal closure and efficiency. With our solar & roofing software, you not only have easy access to your proposals, but can quickly customize them from anywhere. From personalized company branding to integrated lending options all within the proposals, our software streamlines the process, optimizing deal closure and efficiency. Are your proposals meeting your sales reps’ needs? In today’s fast-paced world, consumers expect adjustments on-the-fly. With the Solo solar proposal software, you can make changes live with our dynamic and interactive features. Speed and accuracy are our focus, allowing your sales reps to request and receive a proposal in minutes while in the customer’s home. Finally, our full-service design team will create a professional proposal template catered to your branding and sales needs.