17 Best Sales Proposal Software Reviewed in 2024
Best Sales Proposal Software Shortlist
Here’s my shortlist of the best sales proposal software:
Our one-on-one guidance will help you find the perfect fit.
The right sales proposal software software can help teams simplify the proposal creation process and improve collaboration among team members. But finding the right fit for your needs can be a challenge, especially with so many options available.
I’ve tested and compared many sales proposal software systems to help you find the best software for your unique needs. I’m confident that you’ll discover your next sales proposal software in the list below.
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Best Sales Proposal Software Summary
This comparison chart summarizes pricing details for my top sales proposal software selections to help you find the best software for your budget and business needs.
| Tools | Price | |
|---|---|---|
| Proposify | From $29/user/month (billed annually) | Website |
| Responsive | Pricing upon request | Website |
| Vendasta | From $359/month | Website |
| Qwilr | From $35/user/month (billed annually) | Website |
| Fresh Proposals | From $20/user/month (billed annually) | Website |
| Zomentum | From $60/user/month (min 2 users, billed annually) | Website |
| Oneflow | From $21.45/user/month | Website |
| DealHub | Pricing upon request | Website |
| Salesforce CPQ | From $75/user/month (billed annually) | Website |
| GetAccept | From $25/user/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 Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, keep the following factors in mind:
| Factor | What to Consider |
| Scalability | Will this software grow with your business? |
| Integrations | Does it integrate with your existing tools and systems? |
| Customizability | Can you tailor it to fit your specific needs? |
| Ease of Use | Is it user-friendly for you and your team? |
| Budget | Does it fit within your budget constraints? |
| Security Safeguards | Are there robust security measures to protect your data? |
| Customer Support | Is reliable support available when you need it? |
| Analytics | Does it offer insightful reporting and analytics features? |
Best Sales Proposal Software Reviews
Below are my detailed summaries of the best sales proposal software that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
Proposify is a proposal software that simplifies sales by allowing users to create, track, and sign professional proposals efficiently. It primarily serves industries such as professional services, IT, and construction.
Why I picked Proposify: The software offers features like proposal automation, interactive quotes, and contract management, which help streamline the proposal creation process.
Customizable templates and a centralized content library ensure your documents are professional and consistent. Its e-signature functionality speeds up the signing process and reduces delays. Proposify also integrates with various CRM platforms, minimizing approval bottlenecks and reducing errors.
Standout features & integrations:
Features include proposal automation, interactive quotes, and contract management. You can customize templates and use a centralized content library to improve document quality. The e-signature functionality speeds up the signing process and reduces delays.
Integrations include Salesforce, HubSpot, QuickBooks, Stripe, Zapier, Pipedrive, Insightly, Zoho CRM, FreshBooks, and Basecamp.
Pros and cons
Pros:
- Adaptive AI content suggestions
- White-label branding options
- Real-time client notifications
Cons:
- No interactive pricing tables
- Restrictive discounting rules
Responsive is a software designed to help sales teams create and manage professional proposals efficiently. It serves sales professionals looking to streamline their proposal process and boost productivity.
Why I picked Responsive: It allows you to create customized proposal templates using automated RFP parsing, ensuring each proposal is tailored to your client's needs.
The content management feature makes it easy to maintain brand consistency while personalizing each proposal. Additionally, the engagement tracking feature provides real-time analytics, helping you understand how your clients interact with your proposals.
Standout features & integrations:
Features include template creation, content management, and engagement tracking. You can design and customize proposal templates specific to your industry. The platform lets you use pre-approved content to maintain brand consistency. Real-time analytics also help you track how clients engage with your proposals.
Integrations include Salesforce, HubSpot, Microsoft Dynamics 365, Google Workspace, Slack, Microsoft Teams, Dropbox, Box, DocuSign, and Adobe Sign.
Pros and cons
Pros:
- Multi-user conflict resolution
- Built-in proposal scorecard
- Proposal version tracking
Cons:
- No dynamic pricing adjustments
- Restrictive proposal formatting
Vendasta is a sales proposal software that helps agencies and businesses create effective proposals quickly. It integrates with your CRM, marketplace, and fulfillment system to streamline the proposal process.
Why I picked Vendasta: Vendasta offers customizable templates that help you create polished proposals in minutes. You can easily track proposal statuses and client interactions, ensuring your team stays informed. The integration with your CRM means that all your client data is in one place and allows automated follow-ups to save time and increase efficiency.
Standout features & integrations:
Features include customizable templates, real-time tracking, and automated follow-ups. You can create professional proposals quickly and manage client interactions efficiently. The integration with your CRM keeps all client data centralized.
Integrations include Google Workspace, QuickBooks, Stripe, Xero, PayPal, Microsoft 365, HubSpot, Salesforce, Slack, and Mailchimp.
Pros and cons
Pros:
- Embedded payment options
- One-click approval
- Client review capture
Cons:
- Basic performance reporting
- Limited automation
Qwilr is a sales proposal software for sales leaders, customer success teams, marketers, and developers. It streamlines the proposal process by automating content creation, enabling quick proposal generation using beautifully designed collateral to capture buyer attention.
Why I picked Qwilr: Qwilr allows you to create interactive, web-like sales collateral with customizable templates and interactive content such as videos and pricing. You can use e-signatures and instant payment options to close deals faster.
Real-time tracking of buyer engagement ensures you know when and how your business proposals are viewed. With centralized assets and team collaboration features, your team can maintain brand consistency and improve productivity.
Standout features & integrations:
Features include customizable templates, interactive content like videos and pricing, and e-signatures. You can also track buyer engagement in real time and automate content creation by integrating with your CRM system.
Integrations include HubSpot, Salesforce, Stripe, Xero, QuickBooks, Slack, Google Analytics, Zapier, Intercom, and Dropbox.
Pros and cons
Pros:
- Personalized proposal URLs
- Mobile-responsive proposals
- Integrated payment processing
Cons:
- Complex pricing workarounds
- No multi-language support
Best proposal software for interactive client feedback
Fresh Proposals is a cloud-based solution that helps businesses create, manage, and track professional proposals. It provides tools for real-time feedback and detailed analytics, enabling teams to collaborate and deliver polished documents.
Why I picked Fresh Proposals: The most unique feature of Fresh Proposals is its ability to let your clients interact directly with your proposals. Clients can leave comments, request changes, and sign documents all within the platform. This interactive feedback loop keeps your communication clear and speeds up approval.
Additionally, Fresh Proposals offers a drag-and-drop editor and customizable templates, making it easy for your team to craft visually engaging proposals that reflect your brand's identity.
Standout features & integrations:
Features include a drag-and-drop editor that makes creating proposals easy, real-time client interaction for instant feedback, and detailed analytics to track proposal performance. Your team can collaborate effortlessly, and customizable templates ensure your proposals look professional. You can also set up automated follow-ups to keep your deals moving forward.
Integrations include Zoho CRM, Salesforce, HubSpot, Pipedrive, Zapier, Google Drive, Slack, Trello, Monday.com, and Dropbox.
Pros and cons
Pros:
- On-the-spot payment integration
- Quick template cloning
- Interactive client feedback tools
Cons:
- Inflexible discounting rules
- Restrictive pricing table options
Zomentum is a software platform for technology service providers like MSPs, VARs, and IT solution providers. It simplifies the sales process with integrated proposal creation and billing and invoicing tools.
Why I picked Zomentum: The platform offers a Sales CRM with quoting and e-sign capabilities, making it easier for your team to manage sales efficiently. Automation workflows reduce manual processes, improving productivity. The AI Proposal Writer and Template Library features help create professional proposals quickly. Zomentum also integrates with various vendors, ensuring your tech stack is cohesive and minimizes data transfer errors.
Standout features & integrations:
Features include a Sales CRM that supports quoting and e-sign capabilities, an AI-enabled proposal builder, and automation workflows that streamline sales processes. You can manage recurring payments and vendor licenses effortlessly. The platform's integration with over 30 vendors ensures seamless data transfer and cohesive team efforts.
Integrations include QuickBooks, Xero, Autotask, ConnectWise, HubSpot, Salesforce, Microsoft Dynamics, Kaseya, FreshBooks, and Zoho CRM.
Pros and cons
Pros:
- Conditional logic templates
- Smart deal stage prediction
- Adaptive cross-sell suggestions
Cons:
- No built-in e-signatures
- Restricted branding options
Oneflow is a contract management platform that simplifies the entire contract lifecycle from creation to signing and management. It is suitable for various departments such as sales, HR, and procurement, and caters to enterprises, scale-ups, startups, and freelancers.
Why I picked Oneflow: Oneflow offers the ability to create responsive digital contracts that facilitate real-time collaboration and collect secure e-signatures. The platform features lifecycle management and insightful analytics to help you manage your contracts efficiently. You and your team can access a library of customizable templates to meet your business needs.
Additionally, Oneflow integrates with popular tools like Salesforce and HubSpot, ensuring smooth workflows.
Standout features & integrations:
Features include digital contracts, e-signatures, real-time collaboration, and analytics. You can also benefit from customizable templates and responsive contract design. The platform offers secure signing options including eID and handwritten signatures.
Integrations include Salesforce, HubSpot, Microsoft Dynamics 365, Google Workspace, Slack, Zapier, Dropbox, BambooHR, Greenhouse, and Microsoft Teams.
Pros and cons
Pros:
- Side-by-side version control
- Interactive client-adjustable elements
- Adaptive AI-driven proposals
Cons:
- Slow in-document video loading
- Restricted template customization
DealHub is a Configure, Price, Quote (CPQ) and revenue platform for sales teams to automate their quoting, contract management, and digital sales proposals. It serves businesses looking to streamline their sales processes and enhance buyer engagement.
Why I picked DealHub: It combines CPQ functionalities with contract management and digital sales proposals, making it an all-in-one solution for sales teams. You can create a centralized sales hub called DealRoom for personalized buyer interactions, where you can track proposal engagement in real time and collaborate with stakeholders.
The automated renewals and billing management features support subscription services, while the built-in e-signature capabilities streamline the closing process.
Standout features & integrations:
Features include document generation, e-signatures, and buyer engagement tools. You can manage contracts and quotes in one place, ensuring nothing falls through the cracks. DealRoom offers a personalized space for buyer interactions, making it easier for salespeople to close deals.
Integrations include Salesforce, Microsoft Dynamics, HubSpot, DocuSign, and Slack.
Pros and cons
Pros:
- Transparent discount terms
- Advanced branding controls
- Engagement heatmaps
Cons:
- Complex version tracking
- Limited multi-currency updates
Salesforce CPQ is a software solution that sales teams use to create customized proposals and contracts. It focuses on streamlining the configuration, pricing, and quote generation processes.
Why I picked Salesforce CPQ: You can quickly generate professional, branded proposals with customizable templates. It integrates with e-signature applications, making document turnaround fast and efficient.
The software supports document generation in PDF and Microsoft Word formats, which helps maintain consistency and professionalism. Salesforce CPQ speeds up the opportunity-to-revenue cycle by simplifying key sales functions.
Standout features & integrations:
Features include customizable templates, e-signature integration, and document generation in PDF or Microsoft Word formats. You can also leverage a guided selling process to ensure your team follows best practices. Plus, it offers automated approvals to expedite the sales cycle.
Integrations include Salesforce CRM, DocuSign, Adobe Sign, Conga, SteelBrick, Apttus, Zuora, Microsoft Dynamics, SAP, and Oracle.
Pros and cons
Pros:
- Margin and discount analysis
- Dynamic bundling options
- AI-driven pricing suggestions
Cons:
- Dependent on Salesforce ecosystem
- No interactive pricing support
GetAccept proposal software simplifies proposal creation, allowing users to produce mobile-responsive documents. It facilitates collaboration and engagement through in-document chat and video features.
Why I picked GetAccept: You can create stunning proposals quickly with templates and custom designs. The in-document chat and video features also make it easy for your team to collaborate and engage stakeholders.
The software tracks buyer interactions, giving you insights into how your proposals are being received. It also integrates with your CRM data to ensure your pricing tables are accurate and error-free.
Standout features & integrations:
Features include in-doc chat and video, buyer engagement analytics, and personalized video introductions. You can create mobile-responsive proposals in minutes and track how buyers interact with your documents to keep tabs on your customer experience. The software also integrates with CRM systems for accurate pricing and streamlined proposal generation.
Integrations include Salesforce, HubSpot, Microsoft Dynamics, Pipedrive, Zoho CRM, Slack, Google Drive, Dropbox, OneDrive, and Zapier.
Pros and cons
Pros:
- Proposal expiration reminders
- Document heatmaps insights
- Automated SMS follow-ups
Cons:
- Complex proposal versioning
- Inconsistent proposal to PDF formatting
Other Sales Proposal Software
Here are some additional sales proposal software options that didn’t make it onto my shortlist, but are still worth checking out:
- BuildOps
Best proposal management software for quoting field services
- Housecall Pro
Best for mobile proposal creation
- Better Proposals
Best for customizable templates
- Ignition
Best online proposal software for accounting proposals
- PandaDoc
Best sales proposal software for automation
- HoneyBook
Best for clientflow management
- Loopio
Best for AI-driven RFP responses
Related Reviews
If you still haven’t found what you’re looking for here, check out these other tools that we’ve tested and evaluated:
Sales Proposal Software Selection Criteria
When selecting the best sales proposal software to include in this list, I considered common buyer needs and pain points like the need for integration with CRM systems and the challenge of creating visually appealing proposals quickly. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total weighting score):
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Create and customize proposals
- Track proposal status and client interactions
- Integrate with CRM and other sales tools
- Support electronic signatures
- Provide templates for various sales documents and proposal types
Additional Standout Features (25% of total weighting score):
To help further narrow down the competition, I also looked for unique features, such as:
- Real-time analytics on proposal performance
- Interactive and multimedia proposal elements
- Custom branding and white-labeling options
- AI-driven content suggestions
- Automated follow-up reminders
Usability (10% of total weighting score):
To get a sense of the usability of each system, I considered the following:
- Intuitive user interface and navigation
- Minimal learning curve for new users
- Customizable dashboards and views
- Efficient workflow and task automation
- Mobile accessibility and responsive design
Onboarding (10% of total weighting score):
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos and tutorials
- Pre-built templates and sample proposals
- Interactive product tours and walkthroughs
- Access to live chat support and chatbots
- Webinars and community forums for user engagement
Customer Support (10% of total weighting score):
To assess each software provider’s customer support services, I considered the following:
- Availability of 24/7 customer support
- Multi-channel support options (chat, email, phone)
- Comprehensive knowledge base and FAQs
- Dedicated account managers for enterprise clients
- Rapid response times and resolution efficiency
Value for Money (10% of total weighting score):
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing plans and tiers
- Free trial or demo availability
- Transparent pricing with no hidden fees
- Value-added features compared to competitors
- Discounts for long-term commitments or annual billing
Customer Reviews (10% of total weighting score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction rating and user feedback
- Commonly mentioned pros and cons
- Responsiveness to user feedback and feature requests
- Testimonials or case studies from similar-sized businesses or industries
- Frequency of updates and new feature releases
What is Sales Proposal Software?
Sales proposal software is a software tool used to create and manage sales proposals for potential customers. Sales and marketing professionals generally use these tools to help them save time and increase their chances of closing deals by using templates and other helpful features.
Features like templates, real-time analytics, and e-signature capabilities help with improving efficiency, tracking proposal status, and ensuring faster deal closures. Overall, these tools make creating, sending, and managing proposals easier and more effective for your sales reps.
Features of Sales Proposal Software
When shopping for a new sales proposal software, there are some key features you should keep in mind to help you get the most out of your solution. This includes:
| Feature | What to Consider |
| Template Library | Provides customizable proposal templates to save time and ensure consistency across proposals. |
| E-Signature Integration | Allows clients to sign electronically, speeding up approvals and reducing paperwork for your team. |
| Analytics and Tracking | Tracks views and interactions to give you insights into how clients engage with your proposals. |
| Collaboration Tools | Enables team members to work together on proposals, improving efficiency and communication. |
| CRM Integration | Connects to your CRM to pull in client data automatically, streamlining the proposal process. |
| Automated Workflows | Automates tasks like follow-up emails, saving you time and ensuring timely communication. |
| Content Library | Stores reusable content like pricing tables and terms, helping you build proposals quickly. |
| Interactive Pricing Tables | Lets clients customize options and see updated pricing in real time, improving the proposal’s interactivity. |
| Approval Workflows | Facilitates internal approvals before sending the proposal to the client, ensuring accuracy and compliance. |
| Mobile Compatability | Ensures proposals can be created, edited, and viewed on mobile devices, providing flexibility for users on the go. |
Costs and Pricing of Sales Proposal Software
Selecting sales proposal software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in sales proposal software solutions:
Plan Comparison Table for Sales Proposal Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic templates, limited customization, and basic analytics |
| Personal Plan | $10-$20 per user, per month | Customizable templates, e-signatures, and basic integrations |
| Business Plan | $30-$50 per user, month | Advanced analytics, CRM integrations, team collaboration, and custom branding |
| Enterprise Plan | $60-$100 per user, month | Full customization, advanced security, dedicated support, and extensive integrations |
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