RateFactory Overview

RateFactory is an innovative proposal management software designed to streamline the creation, collaboration, and tracking of business proposals. Ideal for sales teams, marketing professionals, and project managers, RateFactory simplifies the entire proposal lifecycle, from initial drafting to final approval. The platform offers a range of customizable templates and content libraries, enabling users to create professional and consistent proposals quickly. Advanced collaboration features allow multiple team members to work on a proposal simultaneously, ensuring that all necessary input and approvals are seamlessly integrated. RateFactory's intuitive interface makes it easy to manage version control, track changes, and maintain a clear audit trail of all modifications. The software also includes robust tracking and analytics tools, providing insights into proposal performance, client engagement, and conversion rates. Integration with popular CRM systems like Salesforce and HubSpot ensures that proposal data is synchronized with your existing sales processes. Additionally, RateFactory supports electronic signatures and automated follow-ups, expediting the approval and closing stages. By enhancing efficiency and improving proposal quality, RateFactory empowers businesses to win more deals and drive revenue growth.

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RateFactory Screenshot & Video

Contact Details

  • Vendor Name Zywave
  • Founded 1995
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Insurance

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RateFactory Features

  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Management
  • Arrow Icon Content Library
  • Arrow Icon RFP Management
  • Arrow Icon Contact Management
  • Arrow Icon Proposal Generation
  • Arrow Icon Templates
  • Arrow Icon Version Control
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Automatic Formatting
  • Arrow Icon Knowledge Base Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Reminders
  • Arrow Icon Approval Process Control

RateFactory Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

RateFactory FAQs

RateFactory is an innovative proposal management software designed to streamline the creation, collaboration, and tracking of business proposals. Ideal for sales teams, marketing professionals, and project managers, RateFactory simplifies the entire proposal lifecycle, from initial drafting to final approval. The platform offers a range of customizable templates and content libraries, enabling users to create professional and consistent proposals quickly. Advanced collaboration features allow multiple team members to work on a proposal simultaneously, ensuring that all necessary input and approvals are seamlessly integrated. RateFactory's intuitive interface makes it easy to manage version control, track changes, and maintain a clear audit trail of all modifications. The software also includes robust tracking and analytics tools, providing insights into proposal performance, client engagement, and conversion rates. Integration with popular CRM systems like Salesforce and HubSpot ensures that proposal data is synchronized with your existing sales processes. Additionally, RateFactory supports electronic signatures and automated follow-ups, expediting the approval and closing stages. By enhancing efficiency and improving proposal quality, RateFactory empowers businesses to win more deals and drive revenue growth.

  • No, RateFactory does not offer a free version.

  • Yes, RateFactory offers a free trial.

  • No, Credit Card details are not required for the RateFactory trial.

  • RateFactory supports the following payment frequencies:

    • Monthly Subscription

  • No, RateFactory does not offer an API.

  • RateFactory offers support with the following options:
    • 24x7 Support , Chat

  • RateFactory offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • RateFactory supports the following languages:
    • English

  • Following are the typical users of the RateFactory:
    • Self-Employed , Small-Business , Midsize-Business

  • RateFactory supports the following deployment:
    • Cloud Hosted

  • RateFactory supports the following devices and operating systems:
    • Web-Based