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DealCloud from DealCloud
Configurable proposal and pitchbook templates; analytics; client engagement workflows; integrates with financial data feeds and CRM systems.
Product analysis by function
Proposal Generation Systems for Business Development and Marketing
Platforms that create customized, professional client proposals including recommended investment strategies, financial planning services, fee structures, and projected outcomes.
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User Interface & Experience
(6 Yes /6 Known /11 Possible features)
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Intuitive Dashboard Central hub that summarizes proposal statuses and quick actions. |
DealCloud's interface provides a dashboard summarizing deal, proposal, and pipeline statuses as part of its core experience. | |
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Mobile Accessibility Capability to use the system via mobile devices (app or responsive web). |
DealCloud features a mobile app and responsive web platform, as indicated in its solution overview. | |
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Customizable Templates Range of editable proposal templates for diverse client needs. |
DealCloud supports customizable proposal and pitchbook templates as mentioned in the product notes. | |
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Drag-and-Drop Editor Visual editor allowing drag-and-drop component placement. |
No information available | |
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Multi-language Support Ability to present content and interface in multiple languages. |
No information available | |
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Accessibility Compliance Compliance with accessibility standards (e.g., WCAG 2.1). |
No information available | |
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Personalization Options Ability to tailor interface and branding for specific firms or advisors. |
Product supports personalized dashboards and branding for teams and individuals. | |
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Response Time Average time to load and interact with proposal editor. |
No information available | |
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Guided Workflows Step-by-step walkthroughs to reduce user error. |
DealCloud features guided workflows for pipeline management and proposal creation. | |
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User Profiles & Roles Role-based access and personalized dashboards. |
Role-based access and segmented dashboards are documented within DealCloud's solution for advisory teams. | |
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Dark Mode Support Option to switch to dark mode for visual comfort. |
No information available |
Integration Capabilities
(8 Yes /8 Known /10 Possible features)
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CRM Integration Seamless import/export of client data from major CRMs. |
CRM integrations are a core feature; DealCloud is known for connecting with major CRM ecosystems. | |
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Document Management Integration Ability to integrate with document storage systems like SharePoint or Dropbox. |
DealCloud integrates with cloud document storage systems (see product integrations). | |
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API Availability System provides APIs for custom integrations and process automation. |
Public documentation and vendor site mention DealCloud's APIs for integration. | |
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Financial Planning Tools Integration Integration with financial planning and portfolio modeling tools. |
Integration options include financial planning and modeling tool connectivity, as per vendor solution overview. | |
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e-Signature Integration Support for digital signatures with platforms like DocuSign or Adobe Sign. |
Digital signature platforms (e.g. DocuSign) integration is listed as part of deal execution capabilities. | |
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Email Platform Integration Sync with email clients for sending and tracking proposals. |
DealCloud supports email client integration for sending proposals and tracking communications. | |
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Calendar Sync Integration with calendar systems for scheduling proposal follow-ups. |
No information available | |
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Single Sign-On (SSO) Support for SSO via enterprise authentication systems. |
Vendor documentation describes SSO and enterprise authentication options. | |
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Bank Data Connectivity Secure connections to client or advisor bank data sources. |
DealCloud can use bank data feeds; financial data integrations are emphasized in solution. | |
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Number of Supported Integrations Count of third-party integrations supported out-of-the-box. |
No information available |
Proposal Customization & Content Management
(8 Yes /8 Known /11 Possible features)
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Dynamic Content Blocks Ability to insert live data, charts, or tables that auto-update. |
Ability to embed charts, tables, and live data comes standard in DealCloud proposals via dynamic content blocks. | |
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Conditional Logic Show/hide or customize content based on client profile or responses. |
Proposal customization with visibility/logic for sections based on client data is cited in DealCloud documentation. | |
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Content Library Central library for reusable text, disclaimers, images, and legal clauses. |
Central content library for assets and disclosures is a described feature in DealCloud. | |
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Version Control Track changes, roll back, and view past versions of proposals. |
DealCloud's versioning & audit capabilities indicate version control support for proposals. | |
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Automatic Data Merge Auto-populate proposals with client-specific data from CRM. |
DealCloud auto-populates proposals using client CRM data, as stated in feature overviews. | |
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Content Approval Workflow Multi-level review and approval process for proposal drafts. |
Multi-level draft and approval workflows for proposals are documented. | |
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Brand Compliance Tools Automated checks to ensure proposals adhere to firm branding. |
Automated branding and compliance checks supported in system setup. | |
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Media Embedding Support for embedded videos, PDFs, or external media. |
Proposal builder allows embedded videos, PDFs, and external content. | |
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Multi-currency Support Display financial data in client-preferred currencies. |
No information available | |
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Number of Templates Provided Count of ready-to-use templates included. |
No information available | |
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Bulk Proposal Generation Generate multiple proposals simultaneously for marketing campaigns. |
No information available |
Collaboration & Communication
(6 Yes /6 Known /10 Possible features)
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Internal Comments Ability for team members to leave internal notes and discuss specific sections. |
Collaboration tools allow for internal comments on proposals. | |
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Task Assignment Assign sections or responsibilities to different team members. |
Proposal tasks and responsibilities can be assigned in platform. | |
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Real-time Coauthoring Multiple users can simultaneously edit a proposal document. |
Enables real-time co-authoring to support collaborative proposal development. | |
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Client Collaboration Portal Dedicated area for clients to review, comment, and request changes. |
No information available | |
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Integrated Messaging Built-in chat or messaging for swift communications. |
No information available | |
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Change Notifications Notify users of updates, comments, or required actions. |
Users are notified of updates and required actions via alerts and workflow tagging. | |
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Comment Resolution Tracking System tracks and displays resolved/unresolved comments. |
No information available | |
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Collaboration Permissions Granular control over who can view/edit/comment/review proposals. |
DealCloud provides granular collaboration and sharing permissions for proposal workspaces. | |
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Shared Analytics Dashboard Collaborative access to metrics related to proposals’ performance. |
Analytics dashboards can be shared with project teams and management. | |
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Maximum Simultaneous Editors The highest number of users who can co-author simultaneously. |
No information available |
Compliance & Security
(7 Yes /7 Known /11 Possible features)
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Regulatory Compliance Tools Built-in features for financial compliance (SEC, FINRA, GDPR, etc.). |
Product supports compliance-focused workflows including FINRA/SEC. | |
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Audit Logs Comprehensive logging of who did what and when for each proposal. |
Audit log functionality is standard and documented in security/controls features. | |
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Document Encryption End-to-end encryption for all stored and transmitted proposal documents. |
DealCloud secures documents via encryption at rest and in transit. | |
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Role-Based Security Security enforced depending on user function and access level. |
Role-based security enforced via user/group/team configuration. | |
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Data Residency Controls Configure where proposal data is physically stored. |
No information available | |
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Multi-factor Authentication Require two or more authentication methods for access. |
Multi-factor authentication is offered as part of their security stack. | |
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Third-party Penetration Testing System is tested against vulnerabilities by external security experts. |
No information available | |
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Retention Policy Management Set automatic proposal retention/deletion policies. |
Administrators can set document and proposal retention/deletion rules. | |
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Redaction Tools Ability to redact sensitive information from proposals before sharing. |
No information available | |
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Time to Detect Unusual Activity Average latency in flagging suspicious actions. |
No information available | |
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Automated Compliance Checks System automatically flags compliance risks or incomplete information. |
Compliance checks, including for sales, legal, and regulatory completeness, are automated in the workflow. |
Analytics & Reporting
(8 Yes /8 Known /11 Possible features)
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Proposal Tracking Track report on status (sent, opened, signed, declined). |
Proposal status tracking (sent, viewed, executed, declined etc.) is a marketing core feature. | |
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Conversion Rate Analytics Monitor proposal acceptance ratios over time. |
Analytics suite includes pipeline conversion metrics. | |
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Time to Close Track and analyze proposal turnaround time. |
No information available | |
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Engagement Analytics Track which sections clients spend time reviewing. |
Engagement data, including proposal section analytics, are marketed as available in DealCloud. | |
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Custom Report Builder User-defined reports based on custom fields or filters. |
Custom report builder tools are a part of DealCloud analytics (see product documentation). | |
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Export to Excel/CSV Export analytics and proposal data for offline analysis. |
Can export proposal and analytics data in Excel and CSV formats. | |
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Real-time Data Updates Analytics are up-to-date with the latest activity. |
Dashboards and analytics update in real time with new proposal and engagement activity. | |
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KPI Dashboards Visual dashboards tracking key proposal and team KPIs. |
KPI dashboards are integral to DealCloud's reporting suite. | |
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Customizable Notifications Set notification triggers for proposal milestones or deadlines. |
No information available | |
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Number of Built-in Reports Count of pre-defined, ready to use analytics reports. |
No information available | |
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Proposal Pipeline Visualization Graphical representation of proposal progress through sales stages. |
Deal tracking/pipeline visualization is a standard workflow dashboard feature. |
Automation & Workflow
(7 Yes /7 Known /10 Possible features)
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Automated Proposal Assembly Proposal content is automatically populated based on client or opportunity profile. |
Proposal population from client, deal, and opportunity data is automated. | |
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Workflow Automation Automate actions, approvals, and notifications at specific workflow stages. |
Workflow automation capabilities are core to DealCloud proposal and pipeline management. | |
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Automated Reminders Automatic reminders for tasks, deadlines, or outstanding approvals. |
Automated reminders can be configured for tasks, deadlines, and approvals. | |
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Template Selection Rules System recommends templates based on opportunity details. |
No information available | |
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Automatic Data Validation System checks entries for completeness/correctness before advancing workflow. |
System can check data for validity/completeness before advancing workflow. | |
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Bulk Actions Update, send, or archive multiple proposals at once. |
Bulk updates (send/archive or edit) are supported for proposals and marketing communications. | |
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Approval Workflow Stages Number of sequential reviews/approvals a proposal can require. |
No information available | |
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Assignment Automation Proposals automatically assigned to team members based on rules. |
Tasks and proposals can be automatically routed to team members based on client, sector, or rule. | |
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Automated Scheduling Schedule proposal sending or follow-ups automatically. |
Automated sending and scheduling of communications is described among workflow options. | |
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Integration with Robotic Process Automation (RPA) Supports integration with enterprise RPA systems for advanced automation. |
No information available |
Client Experience
(4 Yes /4 Known /10 Possible features)
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Digital Signature Clients can review and sign documents online securely. |
Digital signature and online proposal acceptance is integrated (with DocuSign and similar). | |
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Interactive Proposal Viewer Clients can interact with proposal sections, e.g., exploring what-if scenarios. |
No information available | |
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Proposal Co-browsing Advisor and client can jointly view and discuss the proposal in real time. |
No information available | |
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Client Feedback Capture Clients can leave feedback or questions directly inside the platform. |
No information available | |
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Mobile-friendly Client Portal Clients can easily access and review proposals via mobile. |
Clients may access and review proposals from mobile, per feature notes. | |
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Multi-factor Access for Clients Clients authenticate using secure multi-factor methods. |
No information available | |
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Track Document Views System records when and how clients viewed the proposal. |
Proposal view/access events are audited and reportable. | |
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Branded Experience Firm’s logos and color schemes appear throughout the client journey. |
Client workflows and proposal presentations support firm branding. | |
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Automated Welcome/Thank You Messages Automatic personalized communications at key milestones. |
No information available | |
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Client Access Expiry Controls Set expiration dates for client access to sensitive proposals. |
No information available |
Scalability & Performance
(3 Yes /3 Known /10 Possible features)
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Maximum Concurrent Active Users How many users can work simultaneously with strong performance. |
No information available | |
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Proposal Generation Throughput Number of proposals that can be generated per hour. |
No information available | |
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System Uptime SLA Guaranteed uptime commitment from the vendor. |
No information available | |
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Geographic Data Center Distribution System is backed by multi-region or global data centers for speed and redundancy. |
DealCloud services are hosted on distributed cloud infrastructure for redundancy. | |
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Elastic Resource Scaling Automatically scales infrastructure resources with demand. |
Elastic resource scaling is referenced in solution for high-volume clients. | |
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Max Proposal Document Size Supported Maximum file size (including embedded media) supported for a single proposal. |
No information available | |
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Bulk User Onboarding System can onboard hundreds or thousands of new users programmatically. |
Bulk onboarding is supported for large organizations. | |
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Performance Monitoring Tools In-built tools for system performance visibility. |
No information available | |
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Disaster Recovery RTO Maximum recovery time objective in case of a critical failure. |
No information available | |
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Concurrent Proposal Edits Supported Number of proposals that can be edited concurrently without degradation. |
No information available |
Support & Onboarding
(8 Yes /8 Known /10 Possible features)
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24/7 Support Availability Technical support is reachable any time, globally. |
DealCloud provides 24/7 global support for enterprise clients. | |
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Multi-channel Support Support can be reached via phone, email, chat, or ticket system. |
Multichannel support is available (phone, email, chat, ticket). | |
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Dedicated Account Manager Each client has an assigned account representative. |
Clients are assigned a dedicated account manager with enterprise implementations. | |
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Training Materials Provided Comprehensive videos, walkthroughs, and documentation. |
Extensive documentation, videos, and help center are available for onboarding. | |
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Custom Onboarding Plans Tailored adoption and migration plans for large clients. |
Custom onboarding plans offered for large clients as part of implementation package. | |
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Onboarding Time Typical duration to onboard a standard advisory team. |
No information available | |
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User Community/Forum Access Access to an online community for sharing best practices. |
Online user community and forums for DealCloud support and best practice sharing. | |
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Knowledge Base Extensive searchable help articles and FAQs. |
Knowledge base of articles and FAQs available to users. | |
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Live Training Sessions Regular instructor-led group or private onboarding sessions. |
Live group or private training sessions, including onboarding, are provided. | |
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Average Support Response Time Vendor’s typical first-response time for support tickets. |
No information available |
Cost & Licensing Model
(4 Yes /4 Known /10 Possible features)
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Transparent Pricing All costs, optional add-ons, and overage charges are clearly disclosed. |
Transparent pricing is emphasized and detailed in DealCloud proposals for financial services. | |
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Flexible Licensing (per user, per proposal, enterprise) Choice of pricing schemes to match organization size and need. |
DealCloud offers per user, enterprise, and custom pricing plans. | |
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No Long-term Contract Required Option for monthly, cancel-anytime plans. |
No information available | |
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Scalable Pricing Cost increases only as usage or user count rises. |
Pricing scales with user count and volume for enterprise clients. | |
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Free Trial Availability Trial period offered with full or partial features. |
Free trial is available for new users as part of pre-sales engagement. | |
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Included Support Levels How many support/escalation tiers are included in base price. |
No information available | |
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Bulk Discounting/Volume Pricing Discounts available at higher usage or user thresholds. |
No information available | |
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Cost per User/Month Specific minimum price for a single advisor or user. |
No information available | |
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Cost per Proposal Generated Variable or overage fee per generated proposal, if charged. |
No information available | |
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Free Feature Upgrades New features rolled out without added cost. |
No information available |
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