| Prepare |
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| Start from the client’s stakes | No deal qualification documented; Go/No-Go in Salesforce: opportunity score to decide whether to respond | 4-section framework, import of notes, transcripts and dictation, score, gaps, meeting scriptIncluded |
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| Company content | Answer library: unlimited entries, review cycles with up to 10 reviewers (Higher plan), 12 languages (Higher plan, Enhanced) | Identity, Offer, Proof knowledge base, from the website and up to 15 files; completeness; editable by the owner or an administratorIncluded |
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| Answering an RFP |
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| Starts from the buyer’s documents | Questionnaire imported (Word, Excel, PDF), questions identified by SmartScan or standard importIncluded | Instructions to bidders or specifications, public or private; framework extracted: criteria and weighting, deadline, documents, required outline, length, price formatIncluded |
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| Response structure | Sections and questions from the buyer’s document, question-by-question responseIncluded | Outline following the buyer’s numbering, “The buyer asks for” under each sectionIncluded |
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| Question-by-question answer library | Yes: Magic fills unanswered questions from the library or completed projectsIncluded | No |
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| AI writing: sources | Library (up to 10 locations) and Loopio documents, no online source; adjustable tone and length · Included (Foundations, according to the pricing page); generation options · Higher plan | Cuevr AI: deal qualification, company knowledge base, specialized agents designed on the best sales methods; suggested outline, sections written one by oneIncluded |
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| Requirement coverage check | Proposal Checklist: issuer requirements identified, tracked by status and assignedHigher plan | Gauge of requirements covered, Covered or To fix, documents to provide outside the documentIncluded |
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| Security questionnaires, RFIs, DDQs | Yes, same projects and same libraryIncluded | No: no question-by-question library |
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| Format of the response submitted | Buyer’s source document (Word, Excel) or Word document with your theme, Excel, HTML; answers inserted into portals through the extensionIncluded | Branded web page, frozen version; PDF through the browser’s print functionIncluded |
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| Upload to the buyer’s platform | No: submission in the portal by the team | No: upload by the team, documents to provide reminded |
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| Working as a team and reviewing |
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| Working as a team | Questions assigned with a due date, comments with mentions, access levels per project · Included; real-time presence, question locked while being edited, confidential projects · Higher plan | Simultaneous editing, access by folder, roles, outdated versions rejected; no comments or approvalIncluded |
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| Before submission | Project review: designated reviewers, comments, export approvalIncluded | Score out of 100 (3 axes), recommendations in the text, one-click fixes; separate compliance gaugeIncluded |
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| Lead the team | Projects report: win rate, lead time, late projects; workload per userHigher plan | Team view: pipeline, won and lost, closing rate, median durations, points of attention per sales repIncluded |
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| Design: branding and layout | Word export themes (cover, headers, logo), added by support; 10, 15 or 20 depending on the plan | Brand taken from the website, studio, 4 variants, applied to every proposal; sections built from layouts and blocksIncluded |
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| Track and sign |
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| Read tracking | Not documented: deliverable handed to the buyer | Time per section, per named reader, heatIncluded |
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| Follow-up alerts for the seller | Not documented | 12 signals, Call back laterIncluded |
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| E-signature | Not documented | Simple electronic signature (SES) on the page being read; six-digit code by email; evidence file linked to the signed versionIncluded |
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| Quote | Not documented | Calculated (discount, VAT, 3 currencies)Included |
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| Connect and host |
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| Native CRM connector | Salesforce: project created from the opportunity with its documents, progress sent back every 10 minutes, won or lost taken back; DynamicsAdd-on | No: API and webhooks to configure |
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| API, webhooks | API and webhooks · plan not stated | API v1 and webhooks (14 events, proposal created from a deal)Included |
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| Languages | Content in 12 languages including French (Higher plan); project translation · Add-on; interface languages not documented | Interface in French, English, SpanishIncluded |
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| Hosting region | North America or Europe (scope of Europe not stated) | France (European Union) |
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