Are you spending hours putting together assets, quotes, and timelines for a proposal only to do it all over again when the next one lands on your desk? With the best proposal software, you could be enjoying a more efficient way to create, copy, store, and manage proposals. Check out some options and get more insight into the sales pipeline and proposal performance.
If you have general questions about how proposal software works or how to pick the best option for your organization, take a look at my People Also Ask section below. Or, if you’re curious how I prepared this list, see How I Selected the Best Proposal Software below.
Best Proposal Software Shortlist
Here’s the shortlist of the best proposal software tools that I’ll cover in this article, with detailed summaries below:
- PandaDoc - Best variety of pre-built templates with over 750 options
- GetAccept - Best for revenue teams that want to win more deals
- RevOps - Best for eliminating manual business procedures through proposal automation
- Proposify - Best for SMBs who need to remove proposal bottlenecks
- DealHub.io - Best revenue hub for quotes, contracts, subscriptions, and billing
- Loopio - Best for streamlining the RFP process
- RELAYTO - Best for transforming static content into interactive experiences
- ClientPoint - Best for business and customer relationship management in separate workspaces
- DocSend - Best for sending proposals more securely
- Qwilr - Best image and video document library
Overviews of the 10 Best Proposal Software
Here’s a brief description of each proposal software that showcases each vendor’s best use case, their noteworthy features, and some pros and cons. I’ve also included screenshots to give you a snapshot of their user interface too.
1. PandaDoc - Best variety of pre-built templates with over 750 options
As a comprehensive platform for creating, tracking, editing, sending, and e-signing documents, PandaDoc also offers a proposal and contract generation solution to ensure quicker document creation and error-free proposals, quotes, and contracts with personalized, branded templates.
This all-in-one tool strives to help users create better proposals that have been shown to increase close rates by 18% with over 750 pre-built template options. Through e-signature functionality, customizable formatting, data from your CRM, and a drag and drop library of content, you can get through proposal creation that much faster.
PandaDoc offers solutions for all types of proposal writing teams with a free plan for single-person operations, as well as customizable plans for enterprise organizations. Find solutions by team or use case on their website.
PandaDoc Standout Features and Integrations
Features include contract and proposal templates, real-time notifications for proposal tracking, branded and professional proposals, optional content locking, same-day payment functionality, and legally binding e-signatures.
Integrations include Canva, Google Workspace, Microsoft Word, monday.com, Omniscient, Salesforce, Slack, Zapier Connectors, Zendesk Sell, and Zoom.
Price: From $29/user/month
Free Trial: Free plan available
Pros
- No document or signature limits
- Custom proposal creation
- Simple to add collaborators
Cons
- Token designation can be confusing
- Uploading non-PDF docs is inconsistent
2. GetAccept - Best for revenue teams that want to win more deals
As a web-based solution for contract management, proposal creation, and e-signatures, GetAccept offers an all-in-one solution that makes completing a sale simpler with document tracking and prospecting.
The GetAccept proposal and contract creation process is just four steps. Users start by choosing a template from the library with mobile-responsive design. Use the custom fields to add your quote data and personalization. Edit proposals in real time to get stakeholder feedback and make changes. Send the proposal by adding recipients and roles for review and signing.
GetAccept supports businesses of all sizes, from freelancers and startups to medium-sized and enterprise-level organizations. They recommend their tools for customer success and development teams, HR teams, and sales teams for better business proposals and contracts.
GetAccept Standout Features and Integrations
Features include management tools, electronic signatures, mobile app, multi-content structure, automated reminders, chat functionality, document tracking and insights, smart templates, branding settings, and security and compliance features.
Integrations include BlueSnap, Facebook Business, FreshSales, HubSpot, Microsoft Dynamics, Recurly, Salesforce, SuperOffice, Teamtailor, and Zapier. GetAccept integrates with over 500 tools.
Price: From $39/user/month
Free Trial: Free trial available
Pros
- Enhances professionalism
- Great customer support
- Easy to use for sales process
Cons
- Manual upload of customer products
- Contract editing is not fullscreen
3. RevOps - Best for eliminating manual business procedures through proposal automation
As a modern Deal Desk platform, RevOps strives to streamline workflows and enhance scalability through proposal and contract automation. With their templates, users can unify branding, reduce contract errors, and create a centralized agreement repository in an attempt to close deals faster.
Using what they call an Agreement Builder, RevOps users can create quick quotes, decrease proposal process friction, sync CRM data, and send agreements directly to potential clients. They also specialize in legal document creation using templatized legal term blocks, custom amendments for legal teams, and auto-block removal.
RevOps supports businesses of nearly every size with tiered plans for SMBs and enterprise organizations. They specialize in legal, SaaS, field sales, communication, and developer verticals.
RevOPs Standout Features and Integrations
Features include collaboration tools, real-time pricing calculator, templatized legal blocks, teams and user permissions, branded deal closing experience, NDA and MSA agreement types, customizable templates, and custom rule-based approval routing.
Integrations include DocuSign, Google Workspace, HubSpot, Salesforce, Slack, and Stripe. Users can request integrations to expand the list.
Price: From $49/template/month
Free Trial: Free demo available
Pros
- Simple CPQ tool
- Flexible templates
- Easy administration
Cons
- Reporting and analytics are still in beta
- End customer never has assign permissions
4. Proposify - Best for SMBs who need to remove proposal bottlenecks
This software solution is a web-based tool that provides more control throughout the sales process with more visibility for sales documents and proposals. Through comprehensive tracking tools and added flexibility for project management, Proposify claims they help users close deals at two times the industry average.
Proposify enhances visibility with several features that allow users to dive into the proposal profile to see all the details of how it’s performing. Users can monitor rep progress from kick-off and edits to internal approvals and sign-off with accountability at every stage. This proposal tool allows users to keep an audit trail to reassure the internal team and the client.
As a proposal document creator and manager for small businesses, Proposify focuses on helping growing teams expand their organization. They offer solutions for sales teams, marketing teams, and operations teams.
Proposify Standout Features and Integrations
Features include content library, unlimited templates, custom domain, online signatures, interactive quoting, notifications, metrics, client input forms, custom fields, payments, and approval workflows.
Integrations include Accelo, Basecamp, Copper, FreshBooks, HubSpot Marketing Hub, Pipedrive, Stripe, Xero, Zapier, and Zoho CRM. Proposify offers native integrations, as well as integrations through Zapier.
Price: From $49/user/month, billed annually
Free Trial: 14-day free trial available
Pros
- Instant data once proposal is sent
- Template reusability
- User-friendly workflow
Cons
- Clunky formatting capabilities
- Not accessible for screen readers
5. DealHub.io - Best revenue hub for quotes, contracts, subscriptions, and billing
This revenue amplification platform focuses on providing the most complete and connected workflow through a purpose-built, zero-code platform that targets team connection for predictable pipelines that ensure winning proposals.
One of the best tools from DealHub.io is the revenue hub where sales reps and finance teams can view all necessary data and collaborate on what needs to move proposals and payment processes forward. This tool blends together CPQ, CLM, billing, and client communication for quick access to all essential details.
DealHub.io offers two avenues for growth, including the DealRoom and DealHub CPQ plans. DealRoom focuses on branding and personalizing proposals, while DealHub targets quick time-to-value and seamless changes that evolve with business needs.
DealHub.io Standout Features and Integrations
Features include subscription management, auto-populate product SKUs based on configuration rules, sequential approvals, contract engagement alerts, e-signatures, buyer engagement analytics, and enterprise security.
Integrations include DocuSign, Dynamics 365, Freshworks, Freshsales, Gong, HubSpot CRM, Salesforce, and SugarCRM.
Price: Pricing available upon request
Free Trial: Free demo available
Pros
- Great customer support team
- Implementation in as little as two weeks
- Lots of flexibility and customization
Cons
- No photo embedding capabilities
- Navigation has a bit of a learning curve
6. Loopio - Best for streamlining the RFP process
Loopio is an RFP response software that allows organizations to respond to RFIs, security questionnaires, and RFPs more efficiently through automated proposals and intelligent workflows.
Their proposal process empowers salespeople to create better proposals with no design or proofreading needed. With reusable templates, dynamic templates, and a drag-and-drop editor, Loopio’s proposal management software focuses on helping sales move faster.
Loopio supports sales, proposal, and security teams around the world in software, healthcare, and financial industries. They have several plan tiers with varying features and functionality that make choosing a plan for any business size simple.
Loopio Standout Features and Integrations
Features include customizability of variables and fields, custom branding, template creation, rich media, online document creation, and collaborative creation.
Integrations include Box, Dropbox, Google Drive, Microsoft Dynamics 365, Microsoft Teams, Okta, OneDrive, Salesforce, SharePoint, and Slack.
Price: Pricing is available upon request
Free Trial: Free demo available
Pros
- Dynamic automated proposals
- Intuitive user interface
- Searchable content library
Cons
- Has a bit of a learning curve
- No live chat function
7. RELAYTO - Best for transforming static content into interactive experiences
RELAYTO bills itself as an interactive experience platform because they help users transform static content into interactive experiences that allow viewers to create their own self-educating path instead of simply being a passive observer for a presentation.
Instead of sending a potential client a basic PDF sales proposal, RELAYTO offers users the opportunity to create an engaging presentation by supporting any type of added content, including text, social media content, images, video, and audio. The intuitive builder helps assign interactive elements that are easily viewable on desktop and mobile.
RELAYTO supports solutions for businesses of all sizes, but they specialize in helping enterprise-grade organizations with their proposals and presentations. With free plans for individuals and tiered pricing for small and large teams, RELATYO enhances operations for agencies, demand generation, and sales enablement.
RELAYTO Standout Features and Integrations
Features include business branding, public domain publishing, PDF to interactive microsite, PDF to interactive presentations, PDF to flipbooks, immersive hyperlink previews, and automation software for immersive content.
Integrations include ActBlue, Bale, Canva, Dropper, Giphy, JotForm, Loom, SoundCloud, Spotify, and YouTube. RELAYTO offers over 1,000 integrations
Price: From $65/month, billed annually
Free Trial: Free plans are available
Pros
- Intuitive user experience
- Free plan for new businesses
- Comprehensive collaboration tools
Cons
- Slight learning curve
- Limited content for low-level accounts
8. ClientPoint - Best for business and customer relationship management in separate workspaces
With ClientPoint, users can more easily manage any working relationships with a unique workspace for every prospect, partner, and customer. Team members can schedule, chat, meet, share materials, and sign proposals all in one place.
In addition to managing various workspaces, ClientPoint also encourages proposal customization with a content library that users can create from scratch, filling it with videos, documents, and brochures to make picking the right elements for each proposal easier and quicker.
ClientPoint is designed to support organizations large and small with a variety of tools. Their platform focuses on solutions for marketing, sales, customer support, and expansion. From requests for proposals to onboarding, ClientPoint offers the tools to realize your business needs.
ClientPoint Standout Features and Integrations
Features include document builder interface, assembly and approval workflows, PDF creation, custom branding, template flexibility, engagement tracking, proposal effectiveness reporting, access management, and alerts.
Integrations include Caterease, DocuSign, HubSpot, Microsoft Dynamics CRM, Pipedrive, Salesforce, NetSuite, RightSignature, Zendesk Sell, and Zoho CRM.
Price: From $95/month for a single user with an additional $35/month fee for each additional user
Free Trial: Free demo + consultation available
Pros
- Training videos and demos
- Easy to use
- Simple to set up
Cons
- Slight learning curve
- Some coding required
9. DocSend - Best for sending proposals more securely
This document sharing platform from DropBox focuses on delivering proposals, contracts, and other sensitive documents more securely with email verification and whitelisting tools. They protect business-critical documents in shared spaces and virtual deal rooms with stringent permissions controls.
Instead of sending documents or attachments in emails, users can share a single link that leads to a shared workspace where all essential data for any particular client or stakeholder is instantly viewable. Users can control access, file downloads, and security with a few clicks to ensure security.
DocSend offers solutions for individuals, as well as SMBs and large organizations.
DocSend Standout Features and Integrations
Features include one-click NDAs, secure sharing, e-signatures, video analytics, document analytics, data rooms, dynamic watermarking, secure client portals, proposal software, engagement tracking, and proposal effectiveness reporting.
Integrations include DropBox, EGNYTE, Gmail, IFTTT, Mailchimp, Salesforce, Salesloft, Outlook, Yesware, and Zapier.
Price: From $15/user/month
Free Trial: 14-day free trial available
Pros
- Easy to learn and use
- Makes document tracking simple
- Comprehensive security measures
Cons
- Mobile app is a little clunky
- Room for improvement in content management
10. Qwilr - Best image and video document library
This web-based creation platform strives to provide users with what they need to build proposals, contracts, and presentations with a rich selection of tools, including easy-to-use templates, brand controls, modular building blocks, and access to an Unsplash image library.
Qwilr eliminates the need for PDFs with an extensive page builder that utilizes an existing image and video library, as well as designer-created templates that deliver a sleek, professional look for all documents. With a pre-built base, users can then add their own branded content with a custom subdomain, automatic font and color application, and branded imagery.
Qwilr provides solutions for a variety of roles, including customer success, sales leaders, recruitment, marketing, and sales operations. Their platform offers tiered plans that provide options for small businesses and enterprise organizations alike.
Qwilr Standout Features and Integrations
Features include drag-and-drop editor, Unsplash video and image library, custom branding, reusable blocks, custom embeds, dynamic pricing, e-signatures, collaborative creation, and engagement tracking.
Integrations include FreshBooks, Google Analytics, HubSpot, Pipedrive, Salesforce, Slack, Stripe, QuickBooks, Zapier, and Zoho CRM.
Price: From $35/user/month, billed annually
Free Trial: 14-day free trial available
Pros
- Great functionality
- Simple user interface
- Excellent customer support
Cons
- Internal document opens disrupt analytics
- Limited undo and backtracking during editing
Other Options
Here are a few more worthwhile options that didn’t make the best proposal software list:
- Conga Composer - Best auto composer for generating error-free branded documents
- RFPIO - Best for storage and integrations that allow easy access and data moderation
- QuoteWerks - Best CPQ software for creating, editing, and viewing quotes online
- XaitPorter - Best for document automation and collaboration with custom libraries
- Zomentum Grow - Best all-in-one sales hub for technology partners
- Ideagen Huddle - Best proposal software for data and cyber security needs
- Ignition - Best sales automation for proposals, engagement letters, and payments
- RFP360 - Best request management platform for full-circle RFP evolution
How I Selected the Best Proposal Software
If you’re wondering how I put this list together, the short answer is that I compared lots of proposal software until I found the 10 best proposal software options. The long answer is that I started with a list of the most highly rated proposal software. Then, I used my selection criteria to compare them to one another before narrowing the list down to the final few using my years of revenue operations experience.
With my experience, I was able to pinpoint those features that added the most value, as well as discover options that were appropriate for businesses of all sizes across a variety of industries. Learn more about my selection criteria below.
Selection Criteria
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best proposal software for this article.
Usability
The ease of use when choosing a software is probably one of the most important things you want to look for when it comes to proposal software. You don’t want to invest in something that will take too long to teach your team to use, making it a time-consuming waste that nobody uses to its fullest! I chose platforms that had great usability and intuitive user interfaces.
Standout Features
Not every proposal software is built the same. While some might offer collaboration and access controls, others focus on document management and content repositories. I made it a point to note which software targets the essential standout features to ensure every tool on this list has basic functionality, as well as something a little extra.
Software Integrations
When you add proposal software to your digital tools, you want it to be able to communicate with your billing and accounting, CRM, and other essentials. I chose software options that allowed you to connect everything together so that you could rely on all the apps and systems you use to accelerate your sales and enhance lead engagement.
Pricing
You want every new tool you choose to provide a sound investment for your business. When it comes to this list, it’s impossible to find a one-size tool that works for every operation. I considered software options that worked for various industries and business sizes to ensure there was something for every stage of your business development.
People Also Ask
Wondering where to actually start? If you don’t know anything about proposal management software, here are the answers to some frequently asked questions to help you out.
What is proposal software?
What are the benefits of proposal software?
What are the key features of proposal software?
Choosing the Right Software
It can be tough to choose the right proposal software for your organization, but when you consider the size, needs, and trajectory of your business, you can use this list to narrow down which tools will work best for you.
If you’re looking for more advice to help manage sales and proposals, take a look at a few of these articles:
- The 10 Best Sales Forecasting Software of 2023
- 12 Best Pricing Software In 2023
- 10 Best Contract Management Software In 2023
- Contract Lifecycle Management (CLM): Stages, Tips And Best Practices
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