Okta-Certified-Pro answers - Okta Certified Professional Updated: 2023
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Okta-Certified-Pro Okta Certified Professional
Title: Okta Okta-Certified-Pro Okta Certified Professional
Test Detail:
The Okta-Certified-Pro test is designed to assess the knowledge and skills required to design, implement, and manage Okta identity and access management solutions. This certification is intended for professionals who work with Okta and want to validate their expertise in deploying and administering Okta solutions.
Course Outline:
The Okta-Certified-Pro course provides participants with a comprehensive understanding of Okta identity and access management. The following is a general outline of the key areas covered in the certification program:
1. Introduction to Okta:
- Understanding the fundamentals of identity and access management (IAM)
- Overview of Okta's features and capabilities
- Exploring different Okta products and solutions
2. Okta Implementation and Configuration:
- Planning and deploying Okta in various organizational environments
- Configuring user provisioning, authentication, and authorization policies
- Integrating Okta with existing applications and systems
3. User Lifecycle Management:
- Managing user identities and access rights in Okta
- Configuring user onboarding, offboarding, and access requests
- Implementing user provisioning and deprovisioning processes
4. Single Sign-On (SSO):
- Configuring SSO with Okta for seamless authentication across applications
- Understanding SAML, OAuth, and OpenID Connect protocols
- Integrating Okta with different SSO providers and identity providers
5. Multi-Factor Authentication (MFA):
- Implementing MFA policies and factors in Okta
- Configuring and managing MFA methods, such as SMS, email, and push notifications
- Enhancing security with adaptive MFA and risk-based authentication
6. Okta API and Customization:
- Leveraging Okta APIs for custom integrations and automation
- Customizing Okta user interface and branding
- Implementing custom workflows and access policies
Exam Objectives:
The Okta-Certified-Pro test assesses candidates' knowledge and skills in deploying and managing Okta solutions. The test objectives include, but are not limited to:
1. Understanding Okta's features, capabilities, and product offerings.
2. Demonstrating knowledge of Okta implementation and configuration.
3. Managing user lifecycles, including provisioning and deprovisioning processes.
4. Configuring and implementing single sign-on (SSO) with Okta.
5. Implementing multi-factor authentication (MFA) policies and methods.
6. Utilizing Okta APIs for custom integrations and workflow automation.
Syllabus:
The Okta-Certified-Pro certification program typically includes comprehensive training provided by Okta or authorized training partners. The syllabus provides a breakdown of the syllabus covered throughout the course, including specific learning objectives and milestones. The syllabus may include the following components:
- Introduction to the Okta-Certified-Pro test overview and certification process
- Introduction to Okta and its IAM capabilities
- Okta Implementation and Configuration
- User Lifecycle Management in Okta
- Single Sign-On (SSO) with Okta
- Multi-Factor Authentication (MFA) in Okta
- Okta API and Customization
- test Preparation and Practice Tests
- Final Okta-Certified-Pro Certification Exam
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Question: 69
Is this a valid use of a group in Okta?
Solution: Create network zones
A . Yes
B . No
Answer: A
Question: 70
Is this a multifactor type that an Okta Administrator should configure for an end user who does NOT have access to a
mobile device?
Solution: Okta Verify
A . Yes
B . No
Answer: B
Question: 71
Is this the way to search for an application that supports a federated service in the Okta integration Network (OIN)?
Solution: Use the Supports Groups fitter.
A . Yes
B . No
Answer: B
Question: 72
An Okta Administrator is instructed to assign an application to 1,000 users in the Sales department Is this a
recommended method for the administrator to assign the application to the users?
Solution: Assign the application to an Active Directory organizational unit
A . Yes
B . No
Answer: B
Question: 73
Is this the authentication method or flow that is used when an end user launches a SAML application from the Okta
end user home dashboard?
Solution: Service Provider (SP) initiated
A . Yes
B . No
Answer: A
Question: 74
Is this a likely reason why the Okta Browser plugin is NOT working in Mozilla Firefox?
Solution: The option ‘Automatic submission’ is selected In the Firefox browser
A . Yes
B . No
Answer: B
Explanation:
https://help.okta.com/en/prod/Content/Topics/Apps/Apps_Browser_Plugin.htm
Question: 75
An employee who has left a company used an application that does NOT support lifecycle management. Is this a task
generated by Okta to remind the administrator to offboard the employee?
Solution: Deprovisioning task
A . Yes
B . No
Answer: A
Explanation:
Employee leaves an organization
As employees leave an organization, a process can be initiated by various departments to deactivate users. The user
account needs to be deactivated. Deprovisioning deactivates the user account from the Okta Universal Directory.
Deprovisioning ensures that persons who are no longer in your organization do not have access to sensitive applications
and data.
You can deprovision users in Okta or from an external user store, such as AD or a CRM app, such as Salesforce.
Typically, user deactivation is triggered from an external user store and it flows into Okta. In any case, deactivated
users are automatically deprovisioned from supported apps. Admins receive an email describing any apps that require
them to manually deprovision from users.
https://help.okta.com/en/prod/Content/Topics/Provisioning/lcm/lcm-lifecycle-event-triggers.htm
Question: 76
Is this a reason to build custom authorization servers in Okta?
Solution: To protect API endpoint owned by a third-part
A . Yes
B . No
Answer: A
Explanation:
https://help.okta.com/en/prod/Content/Topics/Security/API_Access.htm API Access Management allows you to build
custom authorization servers in Okta which can be used to protect your own API endpoints.
Question: 77
An administrator needs to limit multifactor authentication (MFA) factor type enrollment to end users located in a
corporate office.
Is this the feature that the administrator should use to set the corporate office perimeter?
Solution: Password policy
A . Yes
B . No
Answer: B
Question: 78
Is this a true statement about deleting Okta user accounts?
Solution: After an account is deleted, an administrator can reuse the deleted user name.
A . Yes
B . No
Answer: A
Explanation:
Permanently delete an end user account
You can permanently delete a deactivated user with the Delete button that appears in the directory screen for that user.
You cannot undo this deletion. After the deletion, the user is not visible on the People page and is not returned in API
responses. However, any log entries that reference the user are maintained. After deletion you can reuse the user name
and other identifiers.
https://support.okta.com/help/s/article/How-do-I-deactivate-and-delete-a-user?language=en_US
Question: 79
Is this an Okta setting an end user can change?
Solution: Forgotten Password Question
A . Yes
B . No
Answer: B
Question: 80
Is this statement true regarding the lifespan of an unused API token in Okta? Solution: An unused API token expires
only on revocation.
A . Yes
B . No
Answer: B
Explanation:
https://developer.okta.com/docs/guides/create-an-api-token/token-expiration-deactivation/
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Account Takeover Fraud , Breach Notification , Cybercrime
Threat Actor Used Session Hijacking Technique to Access Files of 134 Okta Customers
Days after announcing a security compromise, cloud-based identity and authentication management provider Okta said that an unknown threat actor had accessed files of 134 customers after an employee signed in to a personal Google profile on the Chrome browser of an Okta-managed laptop.
See Also: Risky Business: When Third-Party Troubles Become Your Own
The laptop included access to an "unsecured" employee service account stored in Okta's customer support system, which grants permission to view and update customer support cases, according to a post on Friday.
"The username and password of the service account had been saved into the employee's personal Google account. The most likely avenue for exposure of this credential is the compromise of the employee's personal Google account or personal device," said Okta Chief Security Officer David Bradbury.
Okta said the attackers got hold of "HAR files that contained session tokens which could, in turn, be used for session hijacking attacks." The HAR is the short form for the HTTP Archive format, which tracks all the logging of a web browser's interaction with a website.
In a session hijacking attack, a malicious actor exploits the web session control mechanism, which is normally managed for a session token.
The San-Francisco-based firm said that these files contained session tokens that had been used for session hijacking attacks against Okta's five customers, three of whom have shared their response to this event.
The company first publicized that security compromise Oct. 20, warning that attackers had gained access to its customer support management system and stolen sensitive information uploaded by some customers (see: Okta Support Unit Breached Via Credential Stolen by Hackers).
Bradbury acknowledged Okta's inability to identify suspicious file downloads in customer support vendor logs for 14 days. He said that when a user "opens and views files attached to a support case, a specific log event type and ID is generated tied to that file."
The threat actor in this case navigated directly to the Files tab in the customer support system, which prompted an entirely different log event with a different record ID.
Bradbury said Okta's initial investigation focused on access to support cases and assessing the logs linked to those cases.
"On Oct. 13, 2023, BeyondTrust provided Okta Security a suspicious IP address attributed to the threat actor. With this indicator, we identified the additional file access events associated with the compromised account," he said.
Remediation Tasks
The company also released the following remediation tasks for its customers:
- Disable the compromised service account in the customer support system.
- Block the use of personal Google profiles with Google Chrome. Okta implemented a configuration option within Chrome Enterprise that prevents sign-in to Chrome on the company's Okta-managed laptops.
- Implement enhanced monitoring for the customer support system.
- Bind Okta administrator session tokens based on network location. This helps to combat the threat of session token theft against Okta administrators.
"Okta administrators are now forced to re-authenticate if we detect a network change. This feature can be enabled by customers in the early access section of the Okta admin portal," Bradbury said.
An Okta employee who signed into their personal Google account on a company-owned device appears to have been the source a breach that is now known to have impacted a total of 134 downstream customers, including several other suppliers of authentication services.
The breach, which began on 28 September and lasted until 17 October, saw an undisclosed threat actor gain unauthorised access to Okta’s customer support system where they were able to hijack files containing session tokens that could then be used to conduct session hijacking attacks.
The threat actor was able to attack five of the 134 customers, three of which – 1Password, BeyondTrust and Cloudflare – have spoken publicly about the incident.
Okta CISO David Bradbury said: “The unauthorised access to Okta’s customer support system leveraged a service account stored in the system itself. This service account was granted permissions to view and update customer support cases.
“During our investigation into suspicious use of this account, Okta Security identified that an employee had signed into their personal Google profile on the Chrome browser of their Okta-managed laptop.
“The username and password of the service account had been saved into the employee’s personal Google account. The most likely avenue for exposure of this credential is the compromise of the employee’s personal Google account or personal device,” he said.
Bradbury added: “We offer our apologies to those affected customers, and more broadly to all our customers that trust Okta as their identity provider. We are deeply committed to providing up-to-date information to all our customers.”
Okta said its investigation had been complicated by a failure to identify file downloads in customer support vendor logs. This is because when a user opens and views support files, the system generates a specific log event and record ID and ties it to the file – but if the user navigates directly to the Files tab in the customer support system (which the threat actor did do) they generate a different log event and a different record ID.
Because its investigations at first focused on access to support cases, meaning it assessed the logs linked to these cases, it took until 13 October – when BeyondTrust provided Okta with a suspicious IP address it had been able to attribute to the attacker – for Okta to identify the additional file access events and link them to the compromised employee account.
Indeed, for some time, Okta said it suspected that 1Password – the first customer to contact it – had been the victim of a malware or phishing attack.
This may go some way to explaining why BeyondTrust, which first reported suspicious activity in its Okta tenant on 2 October, had complained that Okta’s response had been slower than ideal, and its chief technology officer (CTO) said he had struggled to convince Okta that the incident had originated through its systems.
Okta has now published details of what it has done to remediate the situation. The compromised customer service account has been disabled and it has implemented a specific configuration option within Chrome Enterprise that stops employees from signing into Chrome on an Okta-run laptop with a personal profile. It has also deployed additional detection and monitoring rules across its customer support system.
As an additional step for customers, it has released session token binding based on network location as a product enhancement to help mitigate the threat of session token theft against Okta admins, who will now be made to reauthenticate if a network change is detected. This feature is not being rolled out by default, but will need to be enabled in the early access section of the Okta admin portal.
Meanwhile, Okta’s cyber security woes continue to deepen after it was discovered that the names, US social security numbers and health insurance details of 5,000 current and former Okta staffers were compromised in a 23 September cyber attack on a third-party health services provider, Rightway Healthcare.
In a letter sent to those affected, which was first shared on 2 November, Okta said it had no evidence to suggest that any of the compromised data had been misused.
It is offering all affected employees two years of credit monitoring, identity restoration and fraud detection services via Experian’s IdentityWorks platform.
Navigating the complexities of proposal management can be a stressful task for businesses of all sizes. Proposal management software streamlines this process, offering tools to create, send, track and manage proposals efficiently. In a market brimming with diverse options, selecting the right software can significantly impact your team’s efficiency, accessibility, collaboration and client engagement.
Here are the top 8 proposal management software of 2023, providing you with a detailed comparison to help you make an informed choice.
Jump to:
Top proposal management software: Comparison table
Before we dive into the specifics of each software, let’s see how they stack up against each other based on key features and pricing. Remember, no single tool is a one-size-fits-all solution; each has its unique strengths and limitations.
| Software | E-Signature Integration | Custom branding | CRM integration | Interactive quoting | Starting price | Free trial |
|---|---|---|---|---|---|---|
| Honeybook | Yes | Yes | Limited | No | $8/month | 7 days |
| PandaDoc | Yes | Yes | Yes | Yes | $19/user/month | 14 days |
| DocuSign | Yes | Limited | Yes | Limited | Contact for quote | 30 days |
| Better Proposals | No | Yes | Yes | No | $13/user/month | 14 days |
| Proposify | Yes | Yes | Yes | Yes | $49/user/month | 14 days |
| Qwilr | Yes | Yes | Limited | Yes | $35/user/month | 14 days |
| Loopio | Limited | Yes | Yes | No | Contact for quote | Contact for length |
| Jotform | Yes | Limited | No | No | $34/month | Free forever included |
Honeybook: Best for small businesses and freelancers
Honeybook is more than just proposal management software; it’s a holistic client management platform that’s particularly well-suited for small businesses and freelancers with centralized features that enable its users to run their businesses in one place. Its intuitive design and comprehensive set of features make managing proposals, contracts and client communications a breeze.
Pricing
In addition to a 7-day free trial, it has three paid plans: the Starter plan, which costs $8 per month: the Essentials plan, which costs $16 a month and the Premium plan which costs $33 per month. These are the prices if you choose to be billed annually, and are 50% off.
Features
- Professional online contacts (Figure A) to create, customize and virtually sign contracts.
- Online payments using hassle-free click-to-pay features.
- Automated workflows to streamline your business processes and save time.
Pros
- User-friendly interface, making it accessible even for those with limited technical expertise.
- Ability for users to manage all aspects of client interaction in one place.
- A supportive community of users and a responsive customer support team.
Cons
- May have limited feature sets for larger businesses or those with rather complex.
- Is currently unavailable beyond the USA and Canada.
Integrations
Honeybook offers integrations including QuickBooks, Gmail, Calendly, Facebook and Zapier.
Why we chose Honeybook
Honeybook’s all-encompassing approach to client management, combined with its user-friendly interface, makes it a compelling choice for businesses looking for an end-to-end business management solution. It combines invoice, contract and payment features in its proposal software to ensure small businesses interact with their clients seamlessly.
For more information, read our full Honeybook review.
PandaDoc: Best for versatility and integration
PandaDoc is a proposal management software tool that enhances the creating, sending, tracking and managing of professional proposals and other business documents. It’s a versatile tool with comprehensive integration capabilities that serves businesses of varying sizes and simplifies the creation, management and tracking of proposals.
Pricing
PandaDoc has three paid plans, the Essentials, Business and Enterprise plans. While the Enterprise plan requires you to contact PandaDoc for a quote, the Essentials and Business plans cost $19 and $49 per seat per month respectively, when billed annually.
Features
- Drag-and-drop (Figure B) document editor to seamlessly build proposals.
- Content library for saving formats, text blocks, layouts and more.
- Real-time notifications for when and how a recipient interacts with a proposal.
Pros
- Highly flexible and customizable.
- In-depth tracking and analytics features.
- Multi-language support and a wide range of integrations.
Cons
- PandaDoc’s advanced features may introduce a learning curve.
- Higher base price, which may price out small teams.
Integrations
The tool offers a wide range of integrations, the most popular being Pipedrive, Stripe, PayPal, Zoho, HubSpot and Square.
Why we chose PandaDoc
PandaDoc’s adaptability and rich feature set make it worth considering for businesses seeking a scalable and integrable proposal management solution. Its drag-and-drop document editor in particular stands out as it makes creating proposals user-friendly.
DocuSign: Best for secure and compliant proposal management
DocuSign is renowned for its robust e-signature solution, but it also offers a comprehensive proposal management system. With solutions across use cases like legal, HR, procurement and sales, it offers two contract management products and a couple of electronic signature products that strengthen compliance and uncover answers to key business operations faster.
Pricing
Its contract lifecycle management software and enterprise plans require prospective clients to contact DocuSign for a quote.
Features
- Secure e-signature (Figure C) technology ensures that proposals are signed legally and securely.
- Advanced security features protect sensitive proposal information.
- AI and analytics lower risk, save time and uncover opportunities.
Pros
- DocuSign is known for its strong security and compliance measures.
- The platform’s ease of use makes proposal management efficient.
- The software includes 400+ integrations with other business tools.
Cons
- Focus on risk, security and compliance might make it less flexible for some users.
- CLM software pricing isn’t publicly listed.
Integrations
DocuSign integrates with 400+ products including Stripe, Oracle, Zoom, Google and a variety of CRM systems, including Salesforce and Microsoft Dynamics.
Why we chose DocuSign
DocuSign’s emphasis on security and compliance, combined with its powerful e-signature technology, already makes it a great choice. However, its simplicity is also as compelling a reason as any to choose it as it remains easy to use for the user and their contact.
Better Proposals: Best for simplicity and ease of use
Better Proposals is a proposal management tool that stands out for its simplicity and user-friendly interface. Its simplicity is underpinned by drag-and-drop tools as well as pre-designed templates to make proposal management as friendly as possible. Businesses like agencies, SaaS teams, sales teams and freelancers will feel right at home with this focused and straightforward software for proposals.
Pricing
Billed annually, Better Proposals offers the Starter plan at $13, the Premium plan at $21 and the Enterprise plan at $42, all per user per month.
Features
- Simple proposal editor allows for quick and easy proposal creation.
- 200+ templates (Figure D) that cater to different industries and proposal types.
- Proposal tracking features which provide insights into how recipients interact with proposals.
Pros
- Better Proposals is extremely easy to use, even for non technical users.
- The platform offers a wide range of customizable templates.
- Real-time tracking provides valuable insights into proposal engagement.
Cons
- It may lack some advanced features found in more robust proposal management tools.
- The simplicity of the tool might not meet the needs of larger businesses with complex proposals.
Integrations
While Better Proposals may not offer as extensive a range of integrations as some other tools, some of its integrations include Zapier, Stripe, PayPal, HubSpot, Pipedrive, Asana and Salesforce.
Why we chose Better Proposals
We chose Better Proposals for its user-friendly interface and straightforward proposal management capabilities. Its intuitive platform makes it a popular choice for small businesses or those new to proposal management looking for an easy-to-use solution with effective tracking capabilities.
Proposify: Best for streamlined proposal workflows
Proposify is a proposal management software designed to simplify and streamline the process of creating, sending and tracking proposals. It’s particularly well-suited for teams that require a collaborative approach to creating proposals, offering a range of tools that facilitate teamwork and efficiency. With its user-friendly interface and powerful features, Proposify aims to transform the often-tedious task of proposal writing into a more manageable and even enjoyable experience.
Pricing
Proposify offers two plans, Team and Business. The Team plan is billed at $49 per user per month, while the Business plan requires you to contact the company for pricing information.
Features
- Intuitive document editor for creating visually appealing documents.
- Collaboration features for teams to work together efficiently on proposals.
- A variety of templates (Figure E) to instantly deliver engaging and comprehensive proposals.
Pros
- Intuitive design tools for creating impressive documents without design expertise.
- Expert-level customization and training services for maximizing the visual impact of sales documents.
- Robust suite of design tools to craft high-quality proposals.
Cons
- Inability to save custom templates for future use.
- No undo function.
Integrations
Proposify integrates with a variety of CRM and sales tools, with notable ones including Salesforce, HubSpot, Stripe and QuickBooks.
Why we chose Proposify
Proposify was selected for its comprehensive set of features for creating high-quality proposals and streamlining proposal workflows. Its user-friendly design tools, coupled with expert customization services, make it an ideal choice for businesses aiming to enhance their proposal aesthetics and effectiveness.
Qwilr: Best for interactive and engaging proposals
Qwilr stands out in the sales proposal management software market with an innovative approach to creating proposals that, instead of making traditional documents, Qwilr enables users to create interactive, web-based proposal pages that can include multimedia elements and interactive pricing tables. This modern take on proposals not only enhances the visual appeal but also engages potential clients in a more dynamic way, setting the stage for a memorable first impression.
Pricing
Qwilr has two plans, Business and Enterprise.The Business plan costs $35 per user per month, while the enterprise plan costs $59 per user per month, both billed annually.
Features
- Interactive (Figure F), web-based proposal page capabilities.
- Multimedia and interactive pricing table integration.
- Customization with brand colors and fonts.
Pros
- Interactive proposals provide a modern and engaging client experience.
- Multimedia integration enhances proposal appeal and effectiveness.
- Customization options ensure brand consistency and professionalism.
Cons
- Web-page format may not suit all types of proposals.
- Some users may prefer more traditional, multi-page proposal formats.
Integrations
Qwilr integrates with a range of productivity and CRM tools, including Slack, HubSpot, Zapier, Stripe, Pipedrive and Salesforce.
Why we chose Qwilr
We chose Qwilr its innovative approach to proposal creation, transforming traditional documents into interactive web pages. Its emphasis on a modern digital experience aligns with today’s sales strategies.
Loopio: Best for RFP automation
Loopio is a robust proposal management platform that uses AI to automate the RFP (Request for Proposal) process. It’s suitable for organizations that regularly deal with complex RFPs and need to manage a large volume of content efficiently. Loopio’s platform is built around a central library where responses to common RFP questions are stored and easily accessible, making the proposal process faster and more consistent.
Pricing
Loopio offers four plans, Essential, Plus, Advanced and Enterprise. Each plan requires business owners to contact them for a quote.
Features
- Structured content library for efficient proposal writing.
- Built-in proposal automation software, like Magic (Figure G) which automates answers.
- Proactive outreach to customers before RFP requests.
Pros
- Content library structure streamlines the proposal creation process.
- Automation features save time on repetitive RFP questions.
- Enables proactive customer engagement, offering a competitive edge.
Cons
- Focus on RFP responses may not suit traditional sales processes.
- Content library requires regular updates and management.
Integrations
Loopio’s key integrations include Salesforce, Slack, Microsoft Dynamics 365, Sharepoint, OneDrive, Google Drive and Okta, among others.
Why we chose Loopio
Loopio was chosen for its AI-driven tools that automate the RFP response process, making it a powerful option for sales teams. Its proactive outreach capabilities and structured content library provide a strategic advantage in the proposals landscape.
Jotform: Best for customization and flexibility
Jotform is a versatile online form builder that extends its capabilities to proposal management. Known for its high degree of customization and flexibility, Jotform allows users to create tailored proposal forms that can be embedded into websites or sent directly to clients. Its drag-and-drop interface makes it accessible to users of all skill levels and the platform’s adaptability makes it suitable for a wide range of industries and business sizes.
Pricing
Besides a free plan, Jotform offers four other plans: Bronze, Silver, Gold and Enterprise. The Bronze plan costs $34 per month, the Silver plan costs $39 per month, the Gold plan costs $99 per month and the Enterprise plan’s pricing isn’t listed.
Features
- Drag-and-drop form builder for easy proposal form creation.
- Extensive library of templates (Figure H) and widgets to enhance proposals.
- Advanced customization options for branding and unique proposal requirements.
Pros
- High degree of customization caters to specific business needs.
- User-friendly interface simplifies the proposal creation process.
- Versatile platform suitable for various industries and business sizes.
Cons
- Advanced features and integrations are limited to higher-tier plans.
- Some users may prefer dedicated proposal management software with more focused features.
Integrations
Jotform offers 100+ integrations, with some of the most popular including Slack, PayPal, Google Sheets, Zoom, HubSpot, Mailchimp and Google Calendar.
Why we chose Jotform
We chose Jotform for its exceptional customization capabilities and vast free proposal creation resources. Jotform has a free online proposal creator that customizes PDF templates without any coding. Additionally, it’s the only tool on this list that offers a free plan with all the product features included. However, the free plan is limited to five forms.
Key features of proposal management software
When selecting proposal management software, it’s crucial to consider the features that will most significantly impact your business’s proposal process. Here are some of the key features to look out for and why they matter:
E-signature integration
The ability to sign documents electronically streamlines the approval process, reducing turnaround times and eliminating the need for often frustrating and time-consuming physical paperwork. Organizations looking to expedite their deal-closing process treasure this feature. Teams that carry out interactions with their potential clients remotely will also have this as a non-negotiable feature.
Custom branding
It’s important for businesses to infuse their proposals with their unique identity. That’s what custom branding allows them to do by creating a professional and cohesive look. Any business that wants to leave a lasting impression on its clients will consider this feature essential.
CRM integration
Integrating proposal management software with a customer relationship management (CRM) system can significantly enhance efficiency. This integration allows for seamless data transfer, better tracking of client interactions and a more personalized approach to proposal creation.
Interactive quoting
Interactive quoting enables potential clients to adjust quantities, select different options and see pricing changes in real-time. This feature not only enhances the user experience but also empowers clients to make informed decisions.
Multi-language support
For businesses operating in a global marketplace, multi-language support is non-negotiable. It ensures that proposals can be created and understood by clients across different regions, breaking down language barriers and ultimately expanding market reach.
API access
API access gives the flexibility to integrate with other systems and customize the software based on your business needs. It’s particularly important for businesses that need custom workflows or want to connect with niche tools and platforms.
How do I choose the best legal proposal management software for my business?
To ensure you choose the correct proposal management software for your business, there are a number of considerations to guide you through the decision-making process. Firstly, you should assess your needs by considering the size of your team, the volume of proposals you handle and any unique challenges you face in the proposal process.
Then take into consideration your current workflow and how a proposal management tool can enhance it. Evaluate the features that are non-negotiable for your business. Make a list of must-haves versus nice-to-haves and then set a budget and determine how much you’re willing to spend. However, remember that while cost is a factor, the right tool can provide a significant return on investment through time saved and increased conversion rates.
Make sure to also be aware of the experiences of others by looking for reviews and testimonials from businesses similar to yours and paying attention to comments about customer support, ease of use and overall satisfaction.
Additionally, use free trials to test the software in your real-world environment where possible — as most proposal management software offer free trials — and consider software that’s able to handle an increasing volume of proposals and adapt to your evolving needs. Finally, choose a tool that has robust security measures in place, especially if it involves sensitive client information and e-signatures. Combining these considerations will certainly help you choose software for proposals that’s right for you.
Methodology
For this list of proposal management systems, we compared eight popular tools across their features, prices, pros and cons. This comparison was powered by the capabilities and integrations they listed on their websites and Verified user reviews to gauge how real-world users responded to the software for proposals. We then tested a number of the tools for a practical experience of the features and ease of setup and use to further inform our findings.
Gregory Gambone is senior vice president of a small New Jersey insurance brokerage. His expertise is insurance and employee benefits. He has been writing since 1997. Gambone released his first book, "Financial Planning Basics," in 2007 and continues to work on his next industry publication. He earned a Bachelor of Science in psychology from Fairleigh Dickinson University.
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