Plan Comparison

Explore Our Solutions

Just like your clients, we know that not all businesses require the same thing. Which is why we’ve designed three solutions for you to choose from that best fits your company’s needs. And our Customer Success Managers and Professional Services team are here to help navigate you through every step to make a seamless transition into an easier, better process.

Core Plan Options

Choose the solution that meets your demands
CREATE & RESPOND:
Requests for Proposal Requests for Information Questionnaires

CREATE & RESPOND:
Requests for Proposal
Requests for Information Questionnaires

CREATE & RESPOND:
Requests for Proposal | Requests for Information | Questionnaires

ASSEMBLE & CONFIGURE:
Proposals | Contract | Master Agreements | Sales Collateral
Included Users & Roles: Core User, Read Only, Field User, Contributor10 SME40 SME40+SME
Contributor Licenses for Subject Matter Expertsunlimitedunlimitedunlimited
ADDITIONAL CORE USERSBased on deal detailsBased on deal detailsas needed
CORE FEATURESIncludedIncludedIncluded
24 HOUR IT HOTLINEIncludedIncludedIncluded
ON-BOARDING12 hrs.30 hrs.Customized *
ADDITIONAL FEATURES API Integrations * Single Sign-On *API Integrations | Single Sign-On | Templated Docs | Mobile Workflows | Customized Compliance | Private | Cloud Solutions Mobile Platform
Choose the solution that meets your demands
CREATE & RESPOND:
Requests for Proposal Requests for Information Questionnaires

CREATE & RESPOND:
Requests for Proposal
Requests for Information Questionnaires

CREATE & RESPOND:
Requests for Proposal | Requests for Information | Questionnaires

ASSEMBLE & CONFIGURE:
Proposals | Contract | Master Agreements | Sales Collateral
INCLUDED USER & ROLESAdmin/Responders/Read Only: 10 SME (unlimited)Admin/Responders/Read Only: 40 SME (unlimited)Admin/Responders/Read Only: 40+ SME (unlimited) | Field Users
ADDITIONAL CORE USERSBased on deal detailsBased on deal detailsas needed
CORE FEATURESIncludedIncludedIncluded
24 HOUR IT HOTLINEIncludedIncludedIncluded
ON-BOARDING2,500 / 12 hrs.5,500 / 30 hrs.Customized *
ADDITIONAL FEATURES API Integrations * Single Sign-On *API Integrations | Single Sign-On | Templated Docs | Mobile Workflows | Customized Compliance | Private | Cloud Solutions Mobile Platform

Onboarding Solutions

One-on-one support and coaching
INCLUDED HOURS12 hrs. over 45 days30 hrs. over 45 daysCustomized
CUSTOMIZED ROLLOUT PLAN / KICKOFFIncludedIncludedIncluded
USER BUILDOUTQuick StartQuick StartFull Setup
LIBRARY MIGRATIONUp To 1,000 Records (500 Q & A Pairs)Up To 5,000 Records (2,500 Q & A Pairs)Complete Library
POWER USER TRAININGIncludedIncludedIncluded (onsite)
SYSTEM CONFIGURATIONDefaults all preinstalled installedCustom Up To Five (5)As needed
USER PROFILES CREATED IncludedIncluded
SME TRAININGIncludedIncluded
PROCESS DOCUMENTATIONIncludedIncluded
WORKFLOW CONFIGURATIONIncludedIncluded

Support Packages

Access to solutions for the long haulBASE SUPPORTBRONZESILVERGOLDADDITIONAL OFFERINGS
TECHNICAL SUPPORTIncludedIncludedIncludedIncludedCustomized Proposal
Templates
Customized Training
Audits & Assessments
Process Improvement & Design
System Integrations
System Upgrades
Custom Reporting
ONLINE ACCESS TO TUTORIAL & VIDEOSIncludedIncludedIncluded12 hours
24 HR. SUPPORT HOTLINE IncludedIncludedIncludedIncluded
SERVICE HOURS / MONTHLYNoneUp to 3Up to 6Up to 20
ASSIGNED ACCOUNT REPIncludedIncludedIncluded
1:1 CONFIGURATION SUPPORT IncludedIncludedIncluded
CUSTOMIZED REMOTE TRAINING IncludedIncludedIncluded
QUARTERLY WORKFLOW REVIEWSIncludedIncluded
QUARTERLY BEST PRACTICE REVIEWSIncluded
FREE ANNUAL CONFERENCE TICKETS2 Included4 Included
Choose the solution that meets your demands
CREATE & RESPOND:
Requests for Proposal Requests for Information Questionnaires

CREATE & RESPOND:
Requests for Proposal
Requests for Information Questionnaires

CREATE & RESPOND:
Requests for Proposal | Requests for Information | Questionnaires

ASSEMBLE & CONFIGURE:
Proposals | Contract | Master Agreements | Sales Collateral
ANNUAL PRICING9,50026,500Starting at 40k
INCLUDED USER & ROLESAdmin/Responders/Read Only: 10 SME (unlimited)Admin/Responders/Read Only: 40 SME (unlimited)Admin/Responders/Read Only: 40+ SME (unlimited) | Field Users
ADDITIONAL USERS ROLES65 per role/month45 per role/monthas needed
CORE FEATURESIncludedIncludedIncluded
24 HOUR IT HOTLINEIncludedIncludedIncluded
ON-BOARDING2,500 / 12 hrs.5,500 / 30 hrs.Customized *
ADDITIONAL FEATURES API Integrations * Single Sign-On *API Integrations | Single Sign-On | Templated Docs | Mobile Workflows | Customized Compliance | Private | Cloud Solutions Mobile Platform

Onboarding Solutions

One-on-one support and coaching
ONE TIME FEE2,5005,500Starting at 10k
INCLUDED HOURS12 hrs. over 45 days30 hrs. over 45 daysTBD
IMMERSION SESSIONIncluded45 per role/monthas needed
CORE FEATURESIncludedIncludedIncluded
CONFIGURATIONQuick StartQuick StartFull Setup
LIBRARY MIGRATIONAutomated Workflow Automated Workflow Complete Library
REMOTE TRAINING IncludedIncludedIncluded
PROCESS DOCUMENTATIONIncludedIncluded
WORKFLOW CONFIGURATIONIncludedIncluded
ONSITE TRAINING Included

Support Packages

Access to solutions for the long haulBRONZESILVERGOLDADDITIONAL OFFERINGS
PER MONTH2954951,295Customized Proposal
Templates
Customized Training
Audits & Assessments
Process Improvement & Design
System Integrations
System Upgrades
Custom Reporting
REMOTE TRAINING1 hour2 hours 8 hours
CONFIGURATION SUPPORT2 hours4 hours12 hours
24 HR. SUPPORT HOTLINE IncludedIncludedIncluded
ASSIGNED SUCCESS MANAGERIncludedIncluded
ANNUAL BEST PRACTICES REVIEWIncludedIncluded
QUARTERLY SET UP REVIEWS Included