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Proposal Software Glossary: Key Terms & Concepts

List of Proposal Software features

Collections

When a firm refers to money owed to them by a customer, it is referred to as collections. When a consumer fails to pay a company within the agreed-upon terms, the bill becomes past due and...read more

Contact Management

Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most basic form, an address book or an Excel or Google s...read more

Contact Database

A contact database allows a business to more efficiently manage and coordinate information about its clients, customers, and other contacts. Many businesses frequently confront duplicate d...read more

Content Management

Material management is the end-to-end acquiring, designing, processing, and distributing of content. It is a set of methods and technologies that make it easier to collect, handle, and tra...read more

Collaboration Tools

People can collaborate more easily with the help of collaboration tools. The goal of a collaboration tool is to help a group of two or more individuals achieve a common goal or objective. ...read more

Knowledge Base

A knowledge base is a centralized documentation repository that includes frequently asked questions, how-to guides, and troubleshooting instructions. Its goal is to make it simple for peop...read more

Collaboration

Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions surrounding it that make the majority of business o...read more

e-Signature

A legal means of obtaining permission or approval on electronic documents or forms is to use an electronic signature, often known as an e-signature. It can be used to replace a handwritten...read more

Customer Pipeline

Customer Pipeline is a feature that is designed to facilitate the management of customer relationships for businesses. It refers to a structured approach to systematically managing the flo...read more

Template Management

A system of regulating a company's document ecosystem based on a variety of document templates is known as template management. It's commonly done with the help of template management syst...read more

Conversion Tracking

The ability to link site engagements to metrics on who has interacted with your campaigns is conversion tracking. You can track conversions to see how often your advertising leads to real-...read more

Alert Notifications

Alert Notifications are an essential feature of software that provide users with real-time updates and important information. These notifications serve as a way to keep users informed and ...read more

Customizable Branding

To improve attraction, brands are turning to individualized branding tactics. Brands are putting more power in the hands of consumers than ever before, trusting them to create meaningful e...read more

Document Library

A document library is a safe place to keep files that you and your coworkers can effortlessly search, collaborate on, and access from any device at any time. For example, you can store all...read more

Access Control

The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. You can define user groups with varied viewing, up...read more

This software is researched and edited by

Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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