20 Best Sales Proposal Automation Software Reviewed In 2024
10 Best Sales Proposal Automation Software Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Anyone who works in revenue operations knows you constantly face challenges on a day-to-day basis. Creating practical sales proposals can be time-consuming and prone to errors. That's where sales proposal automation software comes in, helping your team save time and reduce mistakes.
I've spent countless hours testing and reviewing these tools to ensure you get an unbiased and well-researched evaluation. I aim to help you find the right software for your team's needs.
I'll share my top picks and insights in this article, guiding you through features and benefits. Your success is my priority, and together, we can find the best solution for your business.
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Best Sales Proposal Automation Software Summary
This comparison chart summarizes pricing details for my top sales proposal automation software selections to help you find the best one for your budget and business needs.
| Tools | Price | |
|---|---|---|
| Qwilr | From $35/user/month (billed annually) | Website |
| GetAccept | From $25/user/month | Website |
| Better Proposals | From $19/user/month | Website |
| Quoter | From $99/month (billed annually) | Website |
| QuoteWerks | From $15/user/month | Website |
| Proposable | From $19/user/month | Website |
| Fresh Proposals | From $20/user/month (billed annually) | Website |
| Zomentum | From $60/user/month (min 2 users, billed annually) | Website |
| Nusii | From $29/month | Website |
| Bidsketch | From $29/month | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose Sales Proposal Automation Software
It’s easy to get bogged down in long feature lists and complex pricing structures. Here's a checklist of factors to remember to help you stay focused as you work through your unique software selection process.
| Factor | What to Consider |
| Scalability | Ensure the software can grow with your business. Look for tools that handle increasing workloads without performance drops. |
| Integrations | Check if it connects with your existing CRM, email, and other tools. Seamless data flow is critical. |
| Customizability | Consider if the software allows you to tailor templates and workflows to fit your brand and processes. |
| Ease of Use | Choose software that's intuitive for your team. A steep learning curve can hinder adoption. |
| Budget | Evaluate the total cost, including licensing, support, and hidden fees. Ensure it aligns with your financial plan. |
| Security Safeguards | Look for strong data protection measures, including encryption and compliance with regulations like GDPR. |
| Support | Check if the tool supports team collaboration, allowing multiple users to work on proposals simultaneously. |
| Analytics | Ensure the software provides insights into proposal performance, helping you refine strategies based on data. |
Best Sales Proposal Automation Software Reviews
Below are my detailed summaries of the best sales proposal automation software that made it onto my shortlist. My reviews thoroughly examine the key features, pros & cons, integrations, and suitable use cases of each tool to help you find the best one for your situation.
Qwilr is a document design and automation tool tailored for businesses seeking to create interactive proposals and presentations. It's used by teams to enhance client engagement and streamline proposal processes.
Why I picked Qwilr: It's perfect for teams wanting to create interactive documents that captivate clients. The drag-and-drop editor allows you to design visually appealing proposals effortlessly. Interactive pricing tables let clients configure their quotes, increasing engagement. With detailed analytics, you can track how clients interact with your proposals to tailor follow-ups.
Standout features & integrations:
Features include a drag-and-drop editor for easy customization, interactive pricing tables for client engagement, and detailed analytics to understand client interactions. The tool also offers customizable templates to maintain brand consistency across all documents.
Integrations include Salesforce, HubSpot, Slack, QuickBooks, Xero, FreshBooks, Stripe, Zapier, Google Analytics, and Microsoft Dynamics.
Pros and cons
Pros:
- Detailed client interaction analytics
- Engaging pricing tables
- Interactive document capabilities
Cons:
- May require design skills
- Not suitable for complex workflows
GetAccept is a sales enablement platform designed for businesses needing to enhance their proposal processes with video content. It helps sales teams engage clients and close deals by incorporating interactive elements into proposals.
Why I picked GetAccept: It's suitable for teams that want to use video in their proposals to increase client engagement. You can personalize proposals with embedded video messages, making them more interactive. The tracking features let you monitor client interactions in real-time. Its e-signature functionality speeds up the approval process and helps close deals faster.
Standout features & integrations:
Features include video messaging to enhance proposals, real-time tracking of client interactions, and e-signature functionality for quick approvals. You can also utilize its document automation to streamline the proposal creation process and leverage analytics for performance insights.
Integrations include Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Slack, Zapier, Google Drive, Dropbox, LinkedIn, and Gmail.
Pros and cons
Pros:
- Quick e-signature process
- Real-time client interaction tracking
- Video messaging enhances engagement
Cons:
- Not suitable for complex workflows
- Some customization limitations
Better Proposals is a software designed for businesses seeking to create professional proposals with integrated payment options. It targets small to medium-sized companies that need efficient proposal creation and management.
Why I picked Better Proposals: It's suitable for businesses that want to integrate payment options directly into proposals. This feature streamlines the payment process for clients. The customizable templates help maintain brand consistency, and analytics provide insights into proposal performance. Its electronic signature functionality speeds up approvals, making it a valuable tool for closing deals quickly.
Standout features & integrations:
Features include analytics that offer insights into client engagement, customizable templates for brand alignment, and electronic signatures for fast approvals. You can also use the built-in messaging feature to communicate directly with clients within the proposal.
Integrations include Stripe, PayPal, HubSpot, Salesforce, Xero, QuickBooks, FreshBooks, Zapier, Slack, and Google Analytics.
Pros and cons
Pros:
- Built-in client messaging
- Customizable proposal templates
- Insightful analytics tools
Cons:
- No mobile app option
- Some template limitations
Quoter is a quoting software built for managed service providers to simplify the quote-to-cash process. It offers smart templates that save time and ensure consistency in proposals. With built-in e-signatures, closing deals becomes faster and more convenient. The platform streamlines quoting, making managing and sending professional quotes easier. Quoter helps businesses improve efficiency and enhance the customer experience.
Why I picked Quoter: It's perfect for managed service providers looking for streamlined quoting. Smart templates save you time, and e-signatures accelerate the approval process. Integration with popular platforms like HubSpot enhances operational efficiency. Automated email reminders ensure timely follow-ups.
Standout features & integrations:
Features include automated email reminders, multi-currency support, and smart templates. You can track quote status quickly, and the product configurator allows for detailed quotes.
Integrations include HubSpot, Salesforce, QuickBooks, and Amazon.
Pros and cons
Pros:
- Multi-currency support
- E-signatures for easy approvals
- Smart templates for quick quoting
Cons:
- Not suited for all industries
- Support can vary
QuoteWerks is a quoting software designed for small to medium-sized businesses, providing tools to create and manage sales quotes efficiently. It supports teams in generating accurate quotes and managing the sales process from start to finish.
Why I picked QuoteWerks: It's well-suited for businesses needing comprehensive quote management. The product database simplifies the quote creation process by storing all your product details in one place. Real-time pricing and availability checks ensure accuracy in your quotes. You can generate detailed reports to track sales performance, making it easier to refine your strategies.
Standout features & integrations:
Features include a product database for easy access to product details, real-time pricing checks for accurate quotes, and detailed reporting for sales performance tracking. Its customizable quote templates help maintain brand consistency, and the document generation feature streamlines the entire process.
Integrations include Salesforce, Microsoft Dynamics CRM, ACT!, QuickBooks, Autotask, Zoho CRM, SugarCRM, ConnectWise Manage, HubSpot, and Outlook.
Pros and cons
Pros:
- Detailed sales performance reports
- Real-time pricing accuracy
- Comprehensive product database
Cons:
- May require technical knowledge
- Limited mobile support
Proposable is a powerful tool for creating and managing business proposals with ease. Designed for sales teams, it simplifies the proposal process while keeping it professional and impactful. Users can build detailed proposals quickly and track client engagement to gain valuable insights. The software streamlines workflows, saving time and improving sales efficiency. With Proposable, closing deals becomes faster and more effective.
Why I picked Proposable: It's a great choice for teams needing real-time notifications about proposal activity. This feature keeps you informed about client interactions as they happen. The drag-and-drop editor allows for easy customization of proposals, and detailed analytics help you understand engagement. Its electronic signature feature simplifies the approval process, making it a comprehensive tool for managing proposals.
Standout features & integrations:
Features include a drag-and-drop editor for straightforward customization, detailed analytics for understanding client engagement, and electronic signatures for easy approvals. You can also benefit from its content library, which stores your frequently used proposal elements.
Integrations include Salesforce, HubSpot, Slack, QuickBooks, Xero, FreshBooks, PayPal, Stripe, Google Analytics, and Zapier.
Pros and cons
Pros:
- Easy drag-and-drop customization
- Detailed engagement analytics
- Real-time notifications
Cons:
- Setup can be time-consuming
- Limited advanced feature options
Fresh Proposals is a proposal creation tool designed for businesses looking to create interactive proposals. It serves small to medium-sized businesses, focusing on enhancing client engagement and closing deals efficiently.
Why I picked Fresh Proposals: It's suitable for those needing to create engaging, interactive proposals. The drag-and-drop editor allows you to design visually appealing proposals effortlessly. Real-time client engagement tracking provides insights into your proposal's performance. The electronic signatures feature accelerates the approval process, making it easier to close deals quickly.
Standout features & integrations:
Features include a drag-and-drop editor for easy customization, real-time client engagement tracking, and electronic signatures for quick approvals. You can also use its analytics dashboard to gain insights into proposal performance and make data-driven decisions.
Integrations include Zapier, Salesforce, HubSpot, Zoho CRM, Google Drive, Dropbox, FreshBooks, QuickBooks, PayPal, and Stripe.
Pros and cons
Pros:
- Electronic signature functionality
- Real-time engagement insights
- Interactive proposal elements
Cons:
- Not suitable for large enterprises
- No mobile app availability
Zomentum is a sales acceleration platform designed for IT channel partners, offering tools to manage and optimize the sales funnel. It helps businesses streamline their sales processes and improve conversion rates with its proposal management features.
Why I picked Zomentum: It's tailored for IT channel partners needing efficient sales funnel management. The platform's pipeline management feature allows your team to track deals easily. With customizable proposal templates, you can create professional proposals quickly. The sales analytics provide insights into performance, ensuring you can make informed decisions.
Standout features & integrations:
Features include pipeline management to track deal progress, customizable proposal templates for quick creation, and sales analytics for performance insights. You can also use its lead management system to organize and prioritize prospects effectively.
Integrations include ConnectWise, Autotask, Salesforce, HubSpot, Zoho CRM, QuickBooks, Xero, Microsoft Dynamics, Slack, and Google Workspace.
Pros and cons
Pros:
- Customizable proposal templates
- Efficient pipeline management
- Tailored for IT channel partners
Cons:
- Not suitable for non-IT businesses
- Limited advanced customization
Nusii is a proposal software for freelancers and agencies, focusing on customizable branding and efficient proposal creation. It helps users create professional proposals quickly, using well-designed templates and reusable content.
Why I picked Nusii: It's suitable for creative agencies needing fast, tailored proposals. The customizable templates and branding options make maintaining a consistent brand image easy. Notifications keep your team updated on proposal status, and you can easily track engagement with analytics. The ability to save frequently used content streamlines the process further.
Standout features & integrations:
Features include customizable branding, reusable content, and proposal notifications. Users can quickly generate proposals with templates and track engagement using data analytics. It's also equipped with an API for more control over the proposal process.
Integrations include QuickBooks, Xero, and Zapier.
Pros and cons
Pros:
- Helpful proposal notifications
- Fast proposal creation
- Customizable branding options
Cons:
- Some learning curve for new users
- Limited integration options
Bidsketch is a proposal tool designed for freelancers and agencies to create professional, branded proposals. It helps users showcase a consistent brand image while personalizing proposals to win more clients. With easy customization options, it streamlines the proposal process to save time and effort. The platform includes features to track client engagement and improve proposal success rates. Bidsketch empowers businesses to make a strong impression and close deals faster.
Why I picked Bidsketch: It's tailored for those who need to emphasize their brand in proposals. With customizable templates, you can easily incorporate your brand's look and feel. The ability to duplicate proposals saves time, and analytics provide insights into client interactions. The electronic signature feature speeds up the approval process, making it a comprehensive proposal tool.
Standout features & integrations:
Features include customizable templates for brand consistency, proposal duplication for efficiency, and analytics for client engagement insights. Its electronic signature feature ensures quick approvals, and the drag-and-drop editor simplifies customization.
Integrations include Salesforce, Highrise, Basecamp, FreshBooks, Harvest, Zapier, HubSpot, Slack, Google Analytics, and Stripe.
Pros and cons
Pros:
- Detailed analytics insights
- Quick proposal duplication
- Customizable proposal templates
Cons:
- Not suitable for large enterprises
- Learning curve for new users
Other Sales Proposal Automation Software
Here are some additional sales proposal automation software options that didn’t make it onto my shortlist but are still worth checking out.
- Expedience Software
For Microsoft Word users
- Prospero
For freelancers
- iQuoteXpress
For sales teams
- DocSend
For secure document sharing
- Proposify
For detailed analytics
- Storydoc
For interactive storytelling
- Loopio
For RFP response management
- HoneyBook
For creative entrepreneurs
- Oneflow
For contract lifecycle management
- PandaDoc
For built-in collaboration tools
Sales Proposal Automation Software Selection Criteria
When selecting the best sales proposal automation software for this list, I considered everyday buyer needs and pain points like improving proposal turnaround time and ensuring consistent branding. I also used the following framework to keep my evaluation structured and fair.
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these everyday use cases:
- Create and send proposals
- Track proposal status
- Collaborate on proposals
- Customize proposal templates
- Collect electronic signatures
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Video integration
- Interactive pricing tables
- Custom branding options
- Real-time analytics
- API access
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface
- Minimal learning curve
- Clear navigation
- Responsive design
- Consistent user experience
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Access to templates
- Interactive product tours
- On-demand webinars
- Supportive chatbots
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Multiple contact channels
- Comprehensive help center
- Personalized assistance
- Timely response to queries
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Features offered vs. cost
- Flexible pricing plans
- Discounts for annual billing
- Satisfaction guarantee
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Positive feedback on features
- Consistent performance reports
- Commonly reported issues
- Frequency of updates
- Recommendations from users
Trends In Sales Proposal Automation Software
In my research, I sourced countless product updates, press releases, and release logs from different sales proposal automation software vendors. Here are some of the emerging trends I’m keeping an eye on.
- AI-driven content suggestions: AI is being used to suggest content for proposals based on past successful documents. This saves time and ensures consistency in messaging. Vendors like PandaDoc are incorporating AI to help users craft better proposals.
- Video integration in proposals: Many tools now allow embedding personalized video messages directly into proposals. This adds a personal touch and helps engage clients more effectively. GetAccept is one example that offers this feature, enhancing client interaction.
- Real-time collaboration tools: Some platforms add real-time collaboration features, enabling teams to work on proposals simultaneously. This fosters teamwork and speeds up the proposal creation process. Proposify is known for offering such capabilities.
- Data-driven proposal analytics: Advanced analytics features are becoming more common, providing insights into how proposals are viewed and interacted with. This allows sales teams to refine their strategies based on data. Tools like Qwilr offer detailed analytics to track client engagement.
- Interactive and customizable templates: There's a growing demand for templates that users can interact with and customize extensively. This trend allows businesses to tailor proposals to match their brand and client needs. Vendors like Better Proposals are focusing on offering versatile templates.
What Is Sales Proposal Automation Software?
Sales proposal automation software is a tool that helps businesses create, manage, and send proposals efficiently. It's commonly used by sales professionals, marketing teams, and business development managers to improve the proposal process and win more clients.
Template customization, real-time collaboration, and analytics support quick creation, teamwork, and strategic insights. Overall, these tools provide significant value by saving time and enhancing the quality of proposals.
Features Of Sales Proposal Automation Software
When selecting sales proposal automation software, look for the following key features.
- Template customization: Allows users to design proposals that match their brand, making it easier to maintain consistency across all documents.
- Real-time collaboration: Enables team members to work on proposals simultaneously, improving teamwork and speeding up the proposal creation process.
- Analytics and tracking: Provides insights into how clients interact with proposals, allowing teams to refine their strategies based on data.
- E-signature integration: Simplifies the approval process by allowing clients to sign proposals electronically, reducing delays in deal closure.
- Video embedding: Enhances proposals by adding personalized video messages, helping to engage clients more effectively.
- Content library: Stores frequently used proposal elements, making it quick and easy to assemble new proposals.
- Interactive pricing tables: Lets clients configure their quotes, adding a layer of interactivity and personalization to the proposal.
- AI-driven content suggestions: Suggests content for proposals based on past successes, saving time and ensuring consistency.
- Pipeline management: Tracks the progress of proposals through the sales funnel, helping teams manage their workload and priorities effectively.
- Formatting flexibility: Offers multiple format options and tools, ensuring on-brand proposals that are professional and clear.
- Docs centralization: Centralizes all proposal-related documents and templates in one repository, streamlining the response process and making it easier for teams to find what they need.
- Proposal management software integration: Works seamlessly with existing proposal management software, making it easier to incorporate various assets, maintain a consistent appearance, and streamline workflows.
- Invoicing connectivity: Integrates invoicing features directly into the proposal environment, allowing reps to generate quotes and bills without leaving the platform.
- CRM integrations: Connects with CRM systems to pull client data, track interactions, and maintain alignment with existing tech stacks, ensuring a smooth response process from start to finish.
- On-brand templates: Provides pre-designed, on-brand templates adhering to corporate standards, allowing sales teams to produce professional proposals quickly while maintaining consistent branding.
- Project management synergy: Integrates with project management tools so teams and stakeholders can coordinate timelines, assign tasks, and manage deliverables efficiently.
- Questionnaires and interactive forms: Incorporates customizable questionnaires and forms to gather client information efficiently, tailoring proposals to their specific needs.
- Case studies embedding: Allows users to embed relevant case studies directly into proposals, offering concrete examples of past successes and boosting the perceived value of the proposal.
- Approval workflow optimization: Automates approval workflows, routing proposals to the correct stakeholders and reducing delays in the approval process.
Benefits Of Sales Proposal Automation Software
Implementing sales proposal automation software provides several benefits for your team and your business. Here are a few you can look forward to.
- Time savings: Automating repetitive tasks like proposal creation and tracking frees up time for your team to focus on more strategic activities.
- Consistency and branding: With customizable templates, you ensure every proposal aligns with your brand, maintaining a consistent image across all documents.
- Enhanced collaboration: Real-time collaboration features allow team members to work together efficiently, improving teamwork and speeding up the proposal process.
- Better client engagement: Features like video embedding and interactive pricing tables make proposals more engaging, helping to capture and keep client interest.
- Data-driven decisions: Analytics and tracking provide insights into client interactions, enabling data-driven decisions that improve proposal effectiveness.
- Faster approvals: E-signature integration simplifies the signing process, reducing delays and helping to close deals quicker.
- Improved accuracy: AI-driven content suggestions help maintain consistency and accuracy in proposals, reducing errors and improving the overall quality.
Costs & Pricing Of Sales Proposal Automation Software
Selecting sales proposal automation software requires understanding the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes standard plans, their average prices, and typical features included in sales proposal automation software solutions.
Plan Comparison Table for Sales Proposal Automation Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic templates, limited storage, and basic analytics. |
| Personal Plan | $5-$25/user/month | Customizable templates, e-signatures, and basic collaboration tools. |
| Business Plan | $30-$60/user/month | Advanced analytics, real-time collaboration, and branding options. |
| Enterprise Plan | $70-$150/user/month | Complete customization, dedicated support, and integrations with CRM. |
Sales Proposal Automation Software FAQs
Here are some answers to common questions about sales proposal automation software.
How does sales proposal automation software improve the proposal process?
Sales proposal automation software streamlines proposals’ creation, management, and tracking. It automates repetitive tasks, reducing the time and effort needed to produce high-quality documents. Your team can maintain consistency and accuracy across all proposals by using templates and integrations.
Can sales proposal automation software integrate with existing CRM systems?
Yes, most sales proposal automation software can integrate with popular CRM systems. This integration allows for seamless data transfer, ensuring your sales team can access the most up-to-date information. It helps track client interactions and manage sales pipelines more effectively.
What kind of analytics does sales proposal automation software provide?
These tools typically offer analytics that track how clients interact with proposals. You can see which sections are viewed most, how long clients spend on each part, and when they open the document. This data helps your team refine proposals and follow up with clients strategically.
Can you customize proposals with sales proposal automation software provide?
Customization is a key feature of sales proposal automation software. You can tailor templates to match your brand’s look and feel, ensuring all proposals reflect your company’s identity. It also allows for specific content customization to address client needs better.
What security measures protect the data on sales proposal automation software?
Sales proposal automation software often includes robust security measures. These may involve encryption, user authentication, and access controls to protect sensitive information. Choosing a provider that prioritizes data security to safeguard your business and client information is essential.
How user-friendly is sales proposal automation software?
Most providers design their software with user-friendliness in mind, offering intuitive interfaces and helpful onboarding resources. Features like drag-and-drop editors, training videos, and interactive guides make it easier for teams to adapt and start using the tools effectively.
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