Proposal automation platform with customizable templates, content library, pricing tools, compliance tracking, and integration capabilities with financial systems.
Platforms that create customized, professional client proposals including recommended investment strategies, financial planning services, fee structures, and projected outcomes.
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Intuitive Dashboard Central hub that summarizes proposal statuses and quick actions. |
Described as having an intuitive, customizable dashboard for proposal automation. | |
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Mobile Accessibility Capability to use the system via mobile devices (app or responsive web). |
Platform is marketed as accessible for advisors in the field, implying mobile/responsive access. | |
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Customizable Templates Range of editable proposal templates for diverse client needs. |
Notes and site mention customizable templates as a core feature. | |
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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. |
Platform features allow firm-specific branding and advisor-level configuration. | |
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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. |
Notes describe guided workflows for proposal assembly and compliance. | |
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User Profiles & Roles Role-based access and personalized dashboards. |
No information available | |
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Dark Mode Support Option to switch to dark mode for visual comfort. |
No information available |
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CRM Integration Seamless import/export of client data from major CRMs. |
Integrates with client data from financial systems and CRMs as per the marketing copy. | |
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Document Management Integration Ability to integrate with document storage systems like SharePoint or Dropbox. |
Specifically mentions integration with document storage and sharing solutions. | |
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API Availability System provides APIs for custom integrations and process automation. |
Described as API-enabled for custom and financial platform integration. | |
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Financial Planning Tools Integration Integration with financial planning and portfolio modeling tools. |
Support for integration with planning tools is mentioned under financial system integration. | |
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e-Signature Integration Support for digital signatures with platforms like DocuSign or Adobe Sign. |
e-Signature support explicitly referenced in features list. | |
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Email Platform Integration Sync with email clients for sending and tracking proposals. |
No information available | |
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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. |
Single sign-on is a feature expected in enterprise-grade B2B SaaS, and is indicated on solution details. | |
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Bank Data Connectivity Secure connections to client or advisor bank data sources. |
References secure bank/financial institution connectivity in integration options. | |
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Number of Supported Integrations Count of third-party integrations supported out-of-the-box. |
No information available |
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Dynamic Content Blocks Ability to insert live data, charts, or tables that auto-update. |
Dynamic, data-linked content described in marketing for proposal personalization. | |
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Conditional Logic Show/hide or customize content based on client profile or responses. |
Supports conditional sections and logic based on advisor or client profile. | |
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Content Library Central library for reusable text, disclaimers, images, and legal clauses. |
Notes and documentation reference a centralized content library for templates, legal language, etc. | |
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Version Control Track changes, roll back, and view past versions of proposals. |
Revision and version tracking referenced in compliance and workflow features. | |
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Automatic Data Merge Auto-populate proposals with client-specific data from CRM. |
Client and CRM data can be merged automatically into proposals (as stated in materials). | |
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Content Approval Workflow Multi-level review and approval process for proposal drafts. |
Approval workflow with multi-level review flows detailed in compliance section. | |
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Brand Compliance Tools Automated checks to ensure proposals adhere to firm branding. |
Brand compliance checks are stated as part of the proposal automation process. | |
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Media Embedding Support for embedded videos, PDFs, or external media. |
Support for embedding rich media (PDFs/links/video) present in product demos. | |
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Multi-currency Support Display financial data in client-preferred currencies. |
Multi-currency support listed as a feature for global advisor teams. | |
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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. |
Bulk proposal generation for campaigns is available as a feature in the marketing literature. |
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Internal Comments Ability for team members to leave internal notes and discuss specific sections. |
No information available | |
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Task Assignment Assign sections or responsibilities to different team members. |
No information available | |
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Real-time Coauthoring Multiple users can simultaneously edit a proposal document. |
No information available | |
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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. |
No information available | |
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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. |
Granular collaboration and permission controls for internal team cited in admin features. | |
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Shared Analytics Dashboard Collaborative access to metrics related to proposals’ performance. |
No information available | |
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Maximum Simultaneous Editors The highest number of users who can co-author simultaneously. |
No information available |
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Regulatory Compliance Tools Built-in features for financial compliance (SEC, FINRA, GDPR, etc.). |
SEC/FINRA/GDPR compliance and audit trails mentioned as part of compliance tracking. | |
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Audit Logs Comprehensive logging of who did what and when for each proposal. |
Audit logs for proposal changes/action are referenced under compliance tools. | |
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Document Encryption End-to-end encryption for all stored and transmitted proposal documents. |
Site and security materials mention document encryption for all data in transit and at rest. | |
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Role-Based Security Security enforced depending on user function and access level. |
Role-based security for compliance with financial advisory requirements stated in product details. | |
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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 included as a feature for both advisors and clients. | |
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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. |
No information available | |
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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 automation and flagging is a highlighted feature. |
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Proposal Tracking Track report on status (sent, opened, signed, declined). |
Proposal tracking and status reporting are promoted as core analytics/reporting tools. | |
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Conversion Rate Analytics Monitor proposal acceptance ratios over time. |
Conversion analytics module mentioned in documentation. | |
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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 analytics referenced as an offering in the reporting toolset. | |
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Custom Report Builder User-defined reports based on custom fields or filters. |
No information available | |
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Export to Excel/CSV Export analytics and proposal data for offline analysis. |
Export to Excel/CSV functionality shown in reporting demo. | |
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Real-time Data Updates Analytics are up-to-date with the latest activity. |
Analytics are described as real-time and always up to date. | |
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KPI Dashboards Visual dashboards tracking key proposal and team KPIs. |
No information available | |
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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. |
Pipeline visualization in graphical dashboard formats available as shown on site. |
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Automated Proposal Assembly Proposal content is automatically populated based on client or opportunity profile. |
Automated proposal assembly and population are explicitly mentioned. | |
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Workflow Automation Automate actions, approvals, and notifications at specific workflow stages. |
Workflow automation and triggers included and promoted. | |
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Automated Reminders Automatic reminders for tasks, deadlines, or outstanding approvals. |
Automated reminders part of the workflow module. | |
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Template Selection Rules System recommends templates based on opportunity details. |
Template recommendation logic described as a workflow feature. | |
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Automatic Data Validation System checks entries for completeness/correctness before advancing workflow. |
Automatic data validation referenced in automation features for compliance. | |
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Bulk Actions Update, send, or archive multiple proposals at once. |
Bulk actions and proposal management is listed as a feature. | |
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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. |
Automatic assignment of proposals/tasks indicated for team management. | |
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Automated Scheduling Schedule proposal sending or follow-ups automatically. |
Automated scheduling is a promoted automation feature. | |
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Integration with Robotic Process Automation (RPA) Supports integration with enterprise RPA systems for advanced automation. |
No information available |
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Digital Signature Clients can review and sign documents online securely. |
Digital signature for documents included in standard client deliverable features. | |
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Interactive Proposal Viewer Clients can interact with proposal sections, e.g., exploring what-if scenarios. |
Interactive proposal viewing tools described for client/advisor scenario testing. | |
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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. |
Feedback options for clients shown in proposal review workflow. | |
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Mobile-friendly Client Portal Clients can easily access and review proposals via mobile. |
Marketing describes a mobile-friendly portal for client review and approval. | |
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Multi-factor Access for Clients Clients authenticate using secure multi-factor methods. |
Multi-factor authentication available for client access security. | |
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Track Document Views System records when and how clients viewed the proposal. |
Client activity tracking is included in analytics and compliance feature set. | |
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Branded Experience Firm’s logos and color schemes appear throughout the client journey. |
White-labeling and firm branding described for the end-client experience. | |
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Automated Welcome/Thank You Messages Automatic personalized communications at key milestones. |
Automated milestone messaging and communications stated in onboarding/execution process. | |
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Client Access Expiry Controls Set expiration dates for client access to sensitive proposals. |
Access control features for expiry of client links discussed under security. |
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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. |
No information available | |
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Elastic Resource Scaling Automatically scales infrastructure resources with demand. |
No information available | |
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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 mentioned for advisor enterprises and partner firms. | |
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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 |
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24/7 Support Availability Technical support is reachable any time, globally. |
Global technical support promised via support materials/customer service section. | |
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Multi-channel Support Support can be reached via phone, email, chat, or ticket system. |
Support offered via phone, email, and ticket as listed in support documents. | |
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Dedicated Account Manager Each client has an assigned account representative. |
No information available | |
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Training Materials Provided Comprehensive videos, walkthroughs, and documentation. |
Training materials (videos, docs, walkthrough) available per onboarding section. | |
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Custom Onboarding Plans Tailored adoption and migration plans for large clients. |
No information available | |
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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. |
Reference and access to user community is mentioned for sharing best practices. | |
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Knowledge Base Extensive searchable help articles and FAQs. |
Knowledge base and searchable help center referenced in support documentation. | |
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Live Training Sessions Regular instructor-led group or private onboarding sessions. |
Live and virtual training sessions highlighted in onboarding process. | |
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Average Support Response Time Vendor’s typical first-response time for support tickets. |
No information available |
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Transparent Pricing All costs, optional add-ons, and overage charges are clearly disclosed. |
Quorum’s pricing page explains all fees and optional modules clearly. | |
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Flexible Licensing (per user, per proposal, enterprise) Choice of pricing schemes to match organization size and need. |
Flexible licensing models (per user, enterprise) referenced in product packaging. | |
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No Long-term Contract Required Option for monthly, cancel-anytime plans. |
Monthly contracts with no long-term obligation promoted for SME users. | |
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Scalable Pricing Cost increases only as usage or user count rises. |
Scalable pricing by user tier or volume listed under pricing FAQ. | |
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Free Trial Availability Trial period offered with full or partial features. |
Free trial offered as part of product sign-up workflow. | |
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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. |
Volume and enterprise discounts are described in bulk licensing options. | |
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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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