Salesforce-Certified-B2C-Commerce-Developer resources - Certified B2C Commerce Developer Updated: 2023 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Exam Code: Salesforce-Certified-B2C-Commerce-Developer Certified B2C Commerce Developer resources November 2023 by Killexams.com team | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Salesforce-Certified-B2C-Commerce-Developer Certified B2C Commerce Developer The Salesforce B2C Commerce Developer exam measures a candidate’s knowledge and skills related to the following objectives. A candidate should have hands-on experience with B2C Commerce and should be able to demonstrate knowledge and expertise in each of the areas below. B2C Commerce Setup: 11% Given a sandbox environment, configure an IDE to use WebDAV to deploy cartridges to the correct version directories. Given a sandbox instance and data import files, import files using the Business Manager Import/Export modules. Given the code for a storefront site, add the correct sequence of cartridge names to the provided cartridge path. Given a sandbox environment, use the Business Manager to add a new site to the instance, configuring the default currency and taxation type according to business requirements. Given a recently created B2C site, assign the storefront data configurations according to business requirements. Work With a B2C Site: 12% Given a Business Manager task, work with the product data model to manage products and product search model, their categorization, and associated inventory and pricebooks. Given a configuration for tasks, such as payment and shipping information, use Business Manager to complete storefront orders. Given a configuration task, use Business Manager to work with Content Assets, Page Designer, Content Slots, and Content Folders. Data Management Using Business Manager Usage: 24% Given a business requirement, modify site search preferences and settings to enable searching for a specified term or product attribute. Given a business requirement, create and configure a new search refinement and sorting definition that can be used on the storefront. Given a debugging requirement or code, configure the logging categories and access the logs in Business Manager. Given business requirements, extend the storefront to expose a new attribute on an existing system object type. Given a business need to store custom data, determine if a custom object is needed and create and configure as required. Given a performance issue and data, use relevant tools to inspect code performance and determine and implement solutions (cache configuration, profilers, etc) to Improve performance. Given a specification and a sandbox instance, configure OCAPI permissions for Data and Shop APIs. Given a service configuration, recognize how they are applicable to the development process. Application Development: 53% Given a development task, code ISML templates that use functionality such as: local include, remote include, components, and other ISML tags. Use debugging best practices and techniques to troubleshoot scripts and controllers and verify outcomes. Given a requirement, create and extend the functionality of a JavaScript controller that leverages models, decorators, factories, or helpers following API best practices and renders a template or returns a JSON response. Given a business requirement and design for a new marketing page, develop page types and components to allow a marketer to build a page with the Page Designer tool. Given a requirement to accept, validate, and persist information from a storefront customer, modify the appearance of a form, add validation and CSRF protection, and use bindings to process fields. Given localization requirements, implement and enhance templates, form definitions, static files, properties files, and persistent object attributes to ensure that pages are displayed in the expected language. Given a logging task and existing configuration, write code that logs non-sensitive data to custom log files with different log levels. Integrate, deploy, and use a service instance based on a given requirement. Given a use case, extend functionality or capture an event using hook extension points. Given code that violates documented best practices, identify the issues and modify the code to conform with best practices including performance and scalability. Given a business requirement, use OCAPI Shop and Data APIs to enable interoperability with an external system. Given a business requirement to perform a scheduled task, develop jobs and code job scripts. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Certified B2C Commerce Developer Salesforce Certified resources | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Other Salesforce examsADM-201 Administration Essentials for New Admins ADM201ADM-211 Administration Essentials for Experienced Admin DEV-401 Building Applications with Force.com (DEV401) PDII Salesforce Certified Platform Developer II (PDII) Platform-App-Builder Salesforce Certified Platform App Builder CHAD Certified Heroku Architecture Designer DEV-450 Salesforce Certified Platform Developer I FSLCC Field Service Lightning Cloud Consultant CRT-251 Sales Cloud Consultant CRT-450 Salesforce Certified Platform Developer I Salesforce-Certified-Advanced-Administrator Certified Advanced Administrator Salesforce-Certified-B2C-Commerce-Developer Certified B2C Commerce Developer Salesforce-Certified-Community-Cloud-Consultant Certified Community Cloud Consultant Salesforce-Certified-Identity-and-Access-Management-Designer Certified Identity and Access Management Designer Salesforce-Certified-Marketing-Cloud-Consultant Certified Marketing Cloud Consultant Salesforce-Certified-Marketing-Cloud-Email-Specialist Certified Marketing Cloud Email Specialist Salesforce-Certified-Sales-Cloud-Consultant Certified Sales Cloud Consultant Salesforce.Field-Service-Lightning-Consultant Field Service Lightning Consultant Salesforce-Certified-CPQ-Specialist Certified CPQ Specialist ADM-261 Service Cloud Administration ADX-271 Salesforce Certified Community Cloud Consultant Certified-Data-Architecture-and-Management-Designer Certified Data Architecture and Management Designer Certified-Development-Lifecycle-and-Deployment-Designer Certified Development Lifecycle and Deployment Designer Industries-CPQ-Developer Salesforce Certified Industries CPQ Developer PDI Platform Developer I PDX-101 Essentials of Pardot Lightning App for Digital Marketers Service-Cloud-Consultant Salesforce Certified Service cloud consultant CRT-271 Certification Preparation For Community Cloud Consultants DEX-403 Declarative Development for Platform App Builders in Lightning Experience DEX-450 Programmatic Development using Apex and Visualforce in Lightning Experience Integration-Architecture-Designer Salesforce Certified Integration Architecture Designer Javascript-Developer-I Salesforce Certified JavaScript Developer I Marketing-Cloud-Consultant Salesforce Certified Marketing Cloud Administrator Nonprofit-Cloud-Consultant Salesforce Certified Nonprofit Cloud Consultant Pardot-Consultant Salesforce Certified Pardot Consultant CPQ-201 Salesforce CPQ Admin Essentials for New Administrators CPQ-211 Salesforce CPQ Admin Essentials for Experienced Administrators Salesforce-Certified-Business-Analyst Salesforce Certified Business Analyst Salesforce-Certified-Education-Cloud-Consultant Salesforce Certified Education Cloud Consultant Salesforce-Consumer-Goods-Cloud Salesforce Certified Consumer Goods Cloud Accredited Professional Salesforce-Experience-Cloud-Consultant Salesforce Certified Experience Cloud Consultant Salesforce-Marketing-Cloud-Developer Salesforce Certified Marketing Cloud Developer Salesforce-nCino-201 Salesforce nCino 201 Commercial Banking Functional Salesforce-OmniStudio-Developer Salesforce Certified OmniStudio Developer Salesforce-B2B-Commerce-Administrator Salesforce Accredited B2B Commerce Administrator Salesforce-B2B-Solution-Architect Salesforce Certified B2B Solution Architect Salesforce-CDP Salesforce Customer Data Platform (CDP) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
killexams.com suggest you to must attempt its free Salesforce-Certified-B2C-Commerce-Developer demo. In any case, ensure that, the real Salesforce-Certified-B2C-Commerce-Developer cheatsheet has a larger number of questions than the sample exam. killexams.com offers you three months free updates of Salesforce-Certified-B2C-Commerce-Developer Salesforce-Certified-B2C-Commerce-Developer dumps with real questions. Our certification team is constantly accessible at back end who updates the material as and when required. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Salesforce-Certified-B2C-Commerce-Developer Dumps Salesforce-Certified-B2C-Commerce-Developer Braindumps Salesforce-Certified-B2C-Commerce-Developer Real Questions Salesforce-Certified-B2C-Commerce-Developer Practice Test Salesforce-Certified-B2C-Commerce-Developer dumps free Salesforce Salesforce-Certified-B2C-Commerce-Developer Certified B2C Commerce Developer http://killexams.com/pass4sure/exam-detail/Salesforce-Certified-B2C-Commerce-Developer Question: 57 A client has a requirement to render different content on the homepage based on if the customer is logged in or guest user. What should a developer implement to achieve this requirement? A. Write specific custom code in the Content Asset for a customer that is a registered, versus unregistered, user. B. Set the Content Slot configuration so it is based on the system customer group registered, versus unregistered. C. Set the Content Asset configuration for a customer that is a registered, versus unregistered, user. D. Add specific custom messages in Page Designer for a customer that is a registered, versus unregistered, user. Answer: B Question: 58 A Digital Developer needs to add logging to the following code: Which statement logs the HTTP status code to a debug-level custom log file? A. logger.getLogger(profile).debug("Error retrieving profile email, Status Code: ", http.statusCode); B. logger.debug("Error retrieving profile email, Status Code: {0} was returned.", http.statusCode); C. Logger.getLogger().debug("Error retrieving profile email, Status Code: {0} was returned.", http.statusCode); D. Logger.getLogger(profile).debug("Error retrieving profile email, Status Code: {0} was returned.", http.statusCode); Answer: B Question: 59 A developer has a sandbox with code to log a message during execution, and the following code: After the code executes, the developer does not see any log file with the message in the WebDAV folder. What could the developer do to correct this issue? A. Set the root log level to debug AND check the box for info under Log Files. B. Set the logging global preference to true AND set the root log level to debug. C. Set the logging global preference to true AND check the box for Info under Log Files Answer: C Question: 60 A developer has the following files in template/resources: account.proierties weight.unit=kilos account_en.propierties weight.unit=stones account_en_US.propierties weight.unit= pounds Using the default locale configuration, what is the current outcome of the page that renders the account.isml template snippet below when visiting the Sofrefront with the English for Canada(en_CA) locale= Your parcel weighs 10 ${Resource.msg(weight.unit,account)} A. Your parcel weighs 10 stones. B. Your parcel weighs 10 pounds. C. Your parcel weighs 10 undefined. D. Your parcel weighs 10 kilos Answer: A Question: 61 Assume the code below is executing: Business Manager has the configuration: Active Log category is root with log level of info. Given this information, what is the beginning of the filename in which the log will be written? A. xyz B. custominfo-blade C. custom-export D. custom-xyz Answer: D Question: 62 The developer has been given the following business requirement: The shipping method, Free Standard Ground Shipping has an exclusion for products *lth category equals or is child of electronics-televisions. The marketing department has scheduled a sale offering a Free Standard Ground Shipping method for brand XyzTv televisions for the next 3 months. What method accomplishes this while following best practices? A. Extend the code in cartridge/models/shipping/shippingMethod.js using module, super Module and add an exception for the specified brand. B. Extend the CheckoutShippingservices controller using module.superModule and add an exception for the specified brand C. Create an allow list for the existing shipping method by adding a product exclusion for brand equals XyzTV" to the exclusion list for "Free Standard Ground Shipping." Answer: C Question: 63 A developer needs to check for product inventory in all inventory lists using the Open Commerce API. An example request URL is: Which properly should the developer check in the OCAPI settings to confirm the appropriate resource is enabled? A. Client_id B. Ecom-inventory C. Inventory_list Answer: B Question: 64 To ensure SFRA best practices and protect against request forgery, the developer introduced CSRF token generation in the customer address form: To implement CSRF protection when the form is submitted, the developer needs to introduce the CSRF validation using one or both of these methods as applicable: validateRequest validateAjaxRequest Where in the code does the developer need to add this CSRF validation check? A. In the controller function that displays the form B. In the middleware chain of the controller post route C. In the controller function that handles the submitted form D. In the model function that persists the form data Answer: B Question: 65 A Digital Developer must give users the ability to choose an occasion (holiday, birthday, anniversary, etc.) for which gifts are currently being selected. The data needs to be persistent throughout the current shopping experience. Which data store variable is appropriate, assuming there is no need to store the selection in any system or custom objects? A. Request scope variable B. Page scope variable C. Session scope variable D. Content slot variable Answer: C Question: 66 A developer wants to configure multiple products that should only be sold as a group. It should not be possible for buyers to buy these products individually. How should the developer configure the products? A. Bundle B. Set C. Variation Group Answer: A Question: 67 Business Manager has the configuration: Active Log category is "root" Log level of WARN The code below is executing: var log = Logger.getLogger("products"); Using this information, which two logs will be written? Choose 2 answers A. log.warn("This is a warn message"); B. log.error("This is an error message"); C. log.info("This is an info message"); D. log.debugfThis is a debug message"); Answer: A,C Question: 68 A merchant has a content slot on a page that currently displays products based on the top Sellers for the current week. They wish to change this functionality and, instead, have the slot render a specific content asset so that the content experience is more personalized to the visitors. Which two actions are necessary to make this change? Choose 2 answers A. Delete the existing content slot and create a new one. B. Change the rendering template in the slot configuration C. Change the default setting in the slot configuration D. Change the content type for the slot configuration Answer: B,D Question: 69 Which two methods are efficient and scalable? (Choose two.) A. ProductMgr.queryAllSiteProducts() B. ProductSearchHit.getRepresentedProducts() C. ProductSearchModel.getProductSearchHits() D. Category.getProducts() Answer: C,D Question: 70 A controller route in the SFRA base looks as follows: In order to extend this route using prepared ( ), what should the developer consider? A. Specify any middleware functions needed for the new functionality. B. Specify any middleware functions needed for the new functionality using only those called by the base route. C. Remove next ( ); on the new route so only the routes middleware functions execute. Answer: B For More exams visit https://killexams.com/vendors-exam-list Kill your exam at First Attempt....Guaranteed! | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Customer relationship management (CRM) takes customer service to a whole new level. Modern CRM software uses technology and automation to find and interact with leads and customers. Leveraging CRM software can help a company engage with its customers to build trust and provide necessary products and services. Editor’s note: Looking for the right CRM solution for your business? Fill out the below questionnaire to have our vendor partners contact you about your needs. Current CRM certification courses are available through academic institutions, professional affiliates and massive open online courses. syllabus can include CRM optimization, automation, marketing strategies, product management, business to business (B2B), business to consumer (B2C) and networking. According to certification course provider Simplilearn, IT professionals with one Salesforce certification on their resume can expect as much as a 40% pay increase. What are CRM certifications and training?CRM certifications can enhance your skills by requiring you to complete advanced CRM software training. Some certifications are built with courses and require you to pass exams; others are for status only. Completing CRM certifications and training can demonstrate commitment, present new job opportunities and increase pay. Why are CRM certifications and training necessary?To compete globally, companies benefit from increasing their digital presence. Utilizing a CRM tool improves the B2C and B2B relationship and allows companies to engage and thrive. Because companies are encouraged to focus on detailed digital strategies in which CRM is vital, businesses are looking for CRM-certified employees to help them move forward in the e-commerce space. Companies look to CRM software to automate daily tasks, deepen engagement with customers, and consistently promote products and services. Who should get CRM certified?While all departments can benefit from CRM training, it is especially relevant for sales, marketing and IT team members. In addition, accurate high school graduates and college students can stay competitive in the job market by becoming CRM certified. Recent high school graduates and college studentsWant to score a higher-paying job quickly? As CRM specialization jobs are in high demand, high school graduates and college students can get a competitive edge by learning CRM before entering the professional workforce. Sales professionalsSales teams work with a CRM platform for lead tracking and follow-up. Detailed customer data gathered and stored by a CRM improves lead scoring and speeds up conversions. Marketing professionalsBecause marketing requires quality leads to drive a return on investment, a robust CRM is crucial to a marketing team’s success. The CRM can help marketing professionals quickly visualize data, as well as identify lead patterns, potential customers and pain points that your business’s products or services may solve. IT professionalsIT can work with sales and marketing to customize the CRM to specific needs, industries or internal policies. Using a CRM, IT teams can onboard, maintain and provide professional support to employees. CRM certification is often required for IT professionals, as the training is standard for the industry. CRM certification can give accurate high school graduates and college students a competitive edge when they enter the job market. CRM certificate vs. certificationThough a CRM certificate and a CRM certification sound like they may be the same, there is a difference. A CRM certificate is earned in a school setting, whether in person or remote, and resembles an academic degree. A CRM certification, by contrast, is earned through industry-based performance tests, regardless of where you learn the information. 7 best CRM certificationsThe following CRM certifications are found regularly in job listings and are globally recognized and easily accessible for most people: Microsoft Dynamics 365As a top competitor to Salesforce, Microsoft Dynamics 365 offers certification levels ranging from fundamental to advanced. The platform can provide courses on sales, finance, operations and customer service. Professionals can choose to complete a CRM certification or an overall fundamentals course. For CRM certification, IT professionals must pass exam MB-910: Microsoft Dynamics 365 Fundamentals (CRM). Who is it for?Dynamics 365 is for IT consultants who specialize in enterprise resource planning (ERP) and material requirements planning (MRP). Skills needed
PricingPricing starts at $99. Length of certificationMicrosoft certifications don’t have a hard expiration date. Instead, the certification is valid as long as the product is available on the market. HubSpot AcademyHubSpot offers multiple certification courses, including in CRM, CMS, sales and reporting. Lessons can take approximately one hour to over six hours to complete. Who is it for?HubSpot has a proprietary CRM certification program in which you watch online course videos with periodic quizzes. Most certification exams also require you to complete additional practical marketing exercises. Skills needed
PricingCertifications are free, but some advanced options require a HubSpot Professional or HubSpot Enterprise account. A HubSpot Professional account starts at $800 per month. Length of certificationCertification length varies from 13 to 25 months. Marketo Engage by AdobeMarketo Engage is a tool designed to help marketers create and implement personalized emails and media. The platform is part of the Adobe Experience Cloud. Who is it for?Marketo Engage is a good fit for professionals who work in marketing automation, such as email marketing professionals, media managers and marketing managers. Skills neededThe required skills depend on the level of certification you are seeking. Entry level:
Advanced level:
PricingThe entry-level certification is $95, and the advanced level costs $225. Length of certificationThe exam is valid for two years. NetSuite AdministratorAs a customizable CRM, Oracle’s NetSuite is geared toward large businesses and includes multiple tools, such as ERP, financial management and inventory management capabilities. Who is it for?NetSuite certification is for professionals who routinely work with Oracle’s customer database. NetSuite’s consultants can gain additional clients with the NetSuite Administrator certification, especially those who help customize enterprise CRM and ERP. IT professionals can also benefit from a NetSuite certification. Skills needed
PricingThis certification costs $250. Length of certificationIndividuals who complete the NetSuite certification will need to get recertified by passing an exam every three years. Salesforce AdministratorA Salesforce certification is a globally accepted credential. You can use the certification to compete for jobs and promotions as a Salesforce expert, stay informed about Salesforce feature updates and climb the corporate ladder. Who is it for?Any business professional who uses a CRM regularly can benefit from a Salesforce Administrator certification. These roles may include benefits administrators, developers, architects, marketers and consultants. Skills neededSalesforce Certified Administrators:
Salesforce Certified Architects (more than five years’ experience recommended):
Salesforce Certified Consultants:
Salesforce Certified Developers:
Salesforce Certified Specialists:
PricingPricing ranges from $100 to $6,000. Length of certificationProfessionals must maintain Salesforce certifications annually to keep up with the software’s new feature releases (three updates per year). You must complete a Trailhead maintenance module every year to maintain your certification. ZendeskZendesk provides certifications for CRM and available support tools. Certification options include Zendesk Support Administrator, App Developer I, Guide Specialist, Explore CX Analyst, Chat Specialist and Talk Specialist. Who is it for?Zendesk certification is for sales professionals, customer support staff and small business administrators. Zendesk also encourages its users, partners and employees to complete certification. Skills neededFor the most common certification, Zendesk Support Administrator, you need to have at least three months of experience as a Zendesk Support Administrator and complete the relevant practice exam. Zendesk lists the specific skills and training needed for other Zendesk certifications on its website. PricingPricing starts at $350. Length of certificationA Zendesk CRM certification lasts one to two years. After that, Zendesk will notify you when you need to recertify. For every recertification, you must take a new exam and pay an additional fee. Zoho CRMZoho CRM offers a Certified Consultant certification; Zoho offers this free designation for users who exemplify excellence with clients while working within Zoho’s CRM. While the certification does not have the same recognition as Microsoft, HubSpot or Salesforce, it can be an avenue for Zoho users to generate revenue by providing CRM consulting. Who is it for?Zoho CRM certification is best for Zoho users who are interested in providing CRM consulting services for small businesses. Skills neededYou should have proof of expertise in consulting with small business clients and hands-on experience with the Zoho CRM platform. You need at least three consulting clients that pay for Zoho CRM and pay you for Zoho CRM consulting. Once you have met this requirement, you can fill out this online form. When Zoho approves your business, Zoho’s website will list your business as a Zoho CRM Certified Consultant. PricingZoho CRM certification is free. Length of certificationOnce you are approved as a Zoho partner, your certification lasts as long as you are in good standing with Zoho. Although some CRM certifications are free, expect to spend a few hundred dollars for training and exams. CRM certifications are available for all experience levels. Is CRM certification right for you?Although the seven certifications above are great options, you will ultimately need to align your credentials with the career and promotion opportunities that interest you. Ask yourself these questions to determine whether CRM certification is right for you:
Salesforce, the leading AI CRM platform, has joined forces with the Ministry of Education in India to revolutionize education through Trailhead, Salesforce’s free online learning platform. This strategic collaboration aims to equip 100,000 students in India with Salesforce skills by 2026, fostering a new wave of talent in the Salesforce ecosystem. In alignment with global objectives outlined by IDC, which predicts the creation of 11.6 million jobs and $2.02 trillion in business revenues in the Salesforce economy between 2022 and 2028, Salesforce is actively engaging with academia in India. The primary focus is to bolster the availability of skilled talent through a comprehensive program that combines industry-relevant content, “train-the-trainer” initiatives, mentorship, employment connections, and Salesforce-supported virtual internships. The collaboration emphasizes the creation of National Occupation Standard-recognized course content, ensuring that the learning modules align with industry standards. The program extends beyond conventional education, incorporating mentorship opportunities, connections to potential employers, and practical virtual internships supported by Salesforce. The content on Trailhead will be customized based on the specific requirements of programs established by the Ministry of Education, affiliated departments, organizations, and agencies. “India’s race toward technological dominance is inextricably intertwined with the depth of its talent pool, digital adoption and the scope of technological innovation with a long-term focus on global reach. Talent is at the core of this journey, and with over 500,000 software engineers and technologists graduating each year, India is posed to be a global hub for tech talent. I’ve always believed in the immense talent opportunity that India offers, but no amount of talent will make a difference unless it is properly skilled. Hence, we are delighted to be partnering with the Ministry of Education, supporting skilling and leveraging the power of collaboration to drive change,” said Arundhati Bhattacharya, CEO and Chairperson, of Salesforce India. “The Ministry of Education’s Department of Higher Education has decided to offer industry-related courses on the SWAYAM platform in collaboration with Salesforce with an objective to increase the employability of the students. By combining our resources, expertise, and network, we can create a comprehensive program that empowers students with the skills they need to succeed in the job market. I believe that this collaboration will not only benefit individual students but also contribute to the overall growth of any person participating in these courses,” said Govind Jaiswal, Joint Secretary, Department of Higher Education, Ministry of Education. The collaboration is bridging the gap between education and industry needs, Salesforce’s collaboration with the Ministry of Education marks a significant step towards empowering the next generation of Trailblazers in India. The initiative not only aims to skill 100,000 students but also contributes to the broader global vision of a thriving Salesforce economy driven by artificial intelligence. This comprehensive approach ensures that learners receive practical, industry-relevant training, laying the foundation for a skilled and dynamic workforce in the years to come. You don't have permission to access "http://www.business-standard.com/companies/news/salesforce-education-ministry-partner-to-skill-100-000-indian-students-123111600749_1.html" on this server. Reference #18.49680117.1700216264.1c17ad5a 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 tableBefore 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.
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. PricingIn 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![]()
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IntegrationsHoneybook offers integrations including QuickBooks, Gmail, Calendly, Facebook and Zapier. Why we chose HoneybookHoneybook’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. PricingPandaDoc 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![]()
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IntegrationsThe tool offers a wide range of integrations, the most popular being Pipedrive, Stripe, PayPal, Zoho, HubSpot and Square. Why we chose PandaDocPandaDoc’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. PricingIts contract lifecycle management software and enterprise plans require prospective clients to contact DocuSign for a quote. Features![]()
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IntegrationsDocuSign integrates with 400+ products including Stripe, Oracle, Zoom, Google and a variety of CRM systems, including Salesforce and Microsoft Dynamics. Why we chose DocuSignDocuSign’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. PricingBilled 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![]()
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IntegrationsWhile 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 ProposalsWe 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. PricingProposify 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![]()
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IntegrationsProposify integrates with a variety of CRM and sales tools, with notable ones including Salesforce, HubSpot, Stripe and QuickBooks. Why we chose ProposifyProposify 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. PricingQwilr 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![]()
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IntegrationsQwilr integrates with a range of productivity and CRM tools, including Slack, HubSpot, Zapier, Stripe, Pipedrive and Salesforce. Why we chose QwilrWe 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. PricingLoopio offers four plans, Essential, Plus, Advanced and Enterprise. Each plan requires business owners to contact them for a quote. Features![]()
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IntegrationsLoopio’s key integrations include Salesforce, Slack, Microsoft Dynamics 365, Sharepoint, OneDrive, Google Drive and Okta, among others. Why we chose LoopioLoopio 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. PricingBesides 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![]()
Pros
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IntegrationsJotform offers 100+ integrations, with some of the most popular including Slack, PayPal, Google Sheets, Zoom, HubSpot, Mailchimp and Google Calendar. Why we chose JotformWe 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 softwareWhen 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 integrationThe 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 brandingIt’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 integrationIntegrating 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 quotingInteractive 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 supportFor 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 accessAPI 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. MethodologyFor 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. ![]() via Shutterstock Data has long been vital to the success of business initiatives. However, with the meteoric rise of artificial intelligence (AI) data has become even more important. Salesforce, a leading cloud-based CRM platform, in collaboration with Tableau, released its inaugural State of Data and Analytic report. One of the roadblocks in realizing the full potential of AI is to manage and leverage data for business needs. According to Salesforce Chief Data Officer Wendy Batchelder, “The AI revolution is actually a data revolution, and a company’s AI strategy is only as strong as its data strategy, with trust at its core.” The Salesforce report was compiled by surveying over 11,000 information technology, analytics, and line-of-business leaders across 18 countries to discover how businesses are navigating the rapidly evolving AI landscape. A Strong Data Foundation Fuels AIAdvances in AI are moving fast, and data management teams are feeling the pressure to supply algorithms and high-quality data. Almost 9 in 10 (87 percent) of IT and analytics leaders believe that the rise of AI makes data management a higher priority. Over nine in 10 (91 percent) business leaders say generative AI would benefit their organization, however, they are concerned about their organization’s ability to capture generative AI value. Early adopters of generative AI are already seeing positive results such as improvement in customer satisfaction. It’s not surprising that the early success of some organizations has resulted in over three-quarters of business leaders (77 percent) fearing their company is missing out on generative AI’s benefits. According to the report, a major roadblock to deriving maximum value for generative AI is the lack of a united data strategy that integrates generative AI into the existing tech stack. Eighty-six percent of respondents believed the AI outputs are only as good as the data inputs. There are also some ethical concerns about the use of AI and uncertainty about generative AI bias that can potentially lead to inaccurate results. The report highlights the importance of data maturity as a sign of AI preparedness. Organizations that have higher data maturity have a more positive assessment of their organization’s data quality, technology infrastructure, and AI strategy. Data’s Full Potential Remains ElusiveWhile business leaders realize that data is the key to getting AI benefits, there is significant misalignment between data strategy and business goals. According to the report, many line-of-business leaders (41 percent) believe that their data strategy has either partial or no alignment with business objectives. Similarly, 37 percent of analytics and IT leaders also see room for improvement. The core reasons for this disconnect include the lack of shared KPIs across teams, dealing with overwhelming volumes of data, and security threats. Technical and line-of-business leaders are concerned that integrating new data sources could increase security vulnerabilities. The lack of data visibility could be a reason why business leaders are concerned about security threats. Nearly half (45 percent) of analytics and IT leaders say that they have partial or no visibility on how data is used within their organization. The teams closest to data, including the analytics and IT teams, have the highest confidence (57 percent) in data quality. This shows an opportunity to instill data confidence across other teams including marketing, sales, and service teams.
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