21 Best Proposal Management Software In 2024

Dock is a platform designed to help sales teams improve their processes, from lead capture to onboarding and more. It offers a centralized space for collaboration and client-facing documents, like proposals, quotes, and contracts.

Why I picked Dock: Dock's proposal management system is easy to use with pre-built templates. These templates include everything from proposals and price quotes to order forms, contracts, and other important documents. The platform also helps standardize sales processes by allowing teams to easily turn proposals or quotes into signable order forms. Furthermore, Dock offers order form tracking features that provide insight into document statuses, whether they're viewed, signed, or still require approval.

Dock Standout Features and Integrations

Features include digital sales rooms, customizable client portals, buyer signals, engagement analytics, dynamic action plans for onboarding, custom branding, secure digital signatures, and numerous templates for different sales functions.

Integrations include HubSpot, Salesforce, Slack, Zoom, Airtable, Pandadoc, Typeform, and more.

iQuoteXpress is a sales proposal automation solution designed to assist businesses in managing their quote and proposal processes.

Why I picked iQuoteXpress: This Configure, Price, Quote (CPQ) tool allows users to configure products or services, set pricing, and generate quotes. This feature supports complex pricing structures and discounting rules, enabling sales teams to create accurate and consistent quotes and proposals.

Moreover, iQuoteXpress can also integrate with Customer Relationship Management (CRM) systems, allowing for the synchronization of data between the CPQ tool and the CRM, facilitating the management of customer interactions and data.

iQuoteXpress Standout Features and Integrations

Features include proposal templates, product and pricing configuration, contact management, proposal tracking, and reporting, and integrations with eCommerce platforms.

Integrations include DocuSign, HubSpot CRM, Zoho CRM, QuickBooks Online Advanced, Zoho Books, and Salesforce Sales Cloud.

Proposify provides extensive proposal design capabilities that allow revenue teams to customize every part and element of a proposal. The vendor also offers design and training services to help companies create eye-catching designs.

Why I picked Proposify: The platform is a proposal creation software that will help you simplify and enhance the process. Proposify provides an editor that provides hands-on proposal creation capabilities without having you rely on word processing tools. It uses a drag-and-drop interface that allows you to add and edit multiple sections on your proposal.

Proposify Standout Features and Integrations

Features are available from Proposify that will help you throughout the proposal process, including analytics and metrics that provide insights into your documents’ performance that help you better understand your sales process. You can also use the data to optimize sales documents by enhancing future proposals based on formats and layouts that worked for you in the past.

Integrations include native connections to platforms such as Basecamp, Freshbooks, HubSpot, Intercom, Olark, Pipedrive, QuickBooks, Salesforce, Stripe, Zoho, and other software options. You can also use a paid Zapier account to create integrations to third-party applications such as ActiveCampaign, Asana, Copper, Highrise, Mailchimp, Microsoft Teams, monday.com, Salesflare, Slack, Zendesk Sell, and other software options.

Qwilr modernizes proposal processes by helping teams create interactive, web-based proposals.

Why I picked Qwilr: I went in a different direction when adding Qwilr to this list because the platform doesn’t create amazing PDF proposals. What Qwilr does is design proposals as interactive, mobile-responsive web pages. You can use various elements such as interactive pricing tables, multimedia files, brand colors, and other creative sections that act as one interactive web-based proposal.

Qwilr Standout Features and Integrations

Features include one-click automation that allows you to simplify proposal generation via templates. This will help your teams increase sales process speeds and move deals out the door without the need for creating personalized proposals by hand.

Integrations are available from Qwilr, such as HubSpot, Pipedrive, QuickBooks, Salesforce, Slack, Stripe, and Zoho CRM. You can also use a paid Zapier account to create custom integrations.

Better Proposals helps revenue teams get paid faster and maintain a high-quality product through its collaboration capabilities.

Why I picked Better Proposals: Collaboration is essential when working with proposals, so I added Better Proposals to this article because of its teamwork capabilities. With Better Proposals, you can get the entire team on the same page thanks to its tools that simplify the proposal process. These tools include pipeline visibility that allows everyone to see what the rest of the team is working on at any moment and improve efficiency.

Better Proposals Standout Features and Integrations

Features include tools to help your teams convert more deals and increase the number of paying clients. For example, Better Proposals provides artificial intelligence and automatic recommendations to identify what’s working in your industry.

Integrations include native integrations, such as ActiveCampaign, Asana, Freshsales, HubSpot CRM, Insightly, PayPal, Pipedrive, Salesforce, Stripe, Zoho, and other software options. If you have a paid Zapier account, you can create custom integrations with thousands of apps to automate your processes.

QuoteWerks is a web-based proposal tool that allows revenue teams to understand when potential customers view their documents or have questions for the sales team.

Why I picked QuoteWerks: If you’ve ever wondered what happens to your proposals after sending them, you can use QuoteWerks to understand when someone looks at your document. When QuoteWerks notifies you when the recipient is viewing your proposal, you can call the customer while they’re looking at it, when they’re most interested in it. QuoteWerks will send notifications on all proposal activity by email or on the QuoteValet Dashboard to help you convert more deals.

QuoteWerks Standout Features and Integrations

Features that help QuoteWerks stand out from the competition include the quote approval and peer reviews tool. With this feature, you can enforce rules that your sales reps need to get approval from you or another company leader before printing or emailing a proposal.

Integrations available include over 50 native connections, such as GoldMine, Google Contacts, HubSpot CRM, Microsoft Dynamics CRM, Microsoft Outlook, QuickBooks, Salesforce, Stripe, SugarCRM, Zoho CRM, and other software options. QuoteWerks also provides an API that allows you to create custom integrations with your current systems.

Concord provides an all-in-one proposal lifecycle management tool that has everything revenue teams need to create, negotiate, sign, and manage documents in one place.

Why I picked Concord: I added Concord to this list because it can change the way you manage your proposal lifecycle process. It’s an all-in-one system that will accelerate business growth while maintaining proposal compliance. Concord does this by managing the entire lifecycle of any type of proposal, including everything from online negotiations to e-signatures and proposal follow-through.

Concord Standout Features and Integrations

Features include Concord’s analytics and reporting capabilities that will help you collect all the insights you need regarding your proposals. The platform lets you compare fields from all your previous documents so you can see the terms, amounts, or conditions of all your proposals.

Integrations include native integrations with Box, DocuSign, Dropbox, Google Drive, and Salesforce. If you have a paid Zapier account, you can create over 4,000 custom integrations with systems such as Clio, Copper, Google Sheets, HubSpot, Microsoft Teams, OneDrive, Pipedrive, Slack, Typeform, Zoho CRM, and other software options. You can also use Concord’s API to extend the platform’s capabilities for use with your systems.

Ombud helps revenue teams with response management tools they can use to effectively respond to new business opportunities.

Why I picked Ombud: The platform automates response management to help your team accelerate the completion of requests for proposals, requests for information, due diligence questionnaires, and security questionnaires. Ombud provides a repository where you can collect your most essential knowledge, which you can share across sales and revenue teams. As you and your team create, update, and use the content from your repository, Ombud’s intelligent engine learns to ensure everyone accesses the best, most accurate information.

Ombud Standout Features and Integrations

Features are available from Ombud, including collaboration tools across the entire sales process. You can use the platform to monitor all ad-hoc proposal requests and responses throughout your sales cycle.

Integrations include native integrations such as Google Docs, Google Drive, Microsoft Authenticator, Microsoft Azure, Okta, OneLogin, Ping Identity, Salesforce, and Slack.

Proposable provides teams with a well-designed framework that not only creates proposals but it also enables them to receive payments and customer e-signatures.

Why I picked Proposable: Collecting signatures can be a tedious task when a customer is ready to work with you, so I wanted to add Proposable to this list because of its e-signature capabilities. Proposable allows you to collect e-signatures and other vital data your team needs to close the deal. With Proposable, you can easily collect payments because you only need to set the price, and the system will notify the customer to pay after accepting your proposal.

Proposable Standout Features and Integrations

Features from Proposable that make it an excellent option include its drag-and-drop proposal creation tools, as well as its email and SMS notifications when potential customers view your documents. Proposable also provides in-depth analytics capabilities that provide a better understanding of sales pipelines.

Integrations include connections with standard business systems, such as Capsule, Highrise, HubSpot CRM, Insightly, Microsoft Dynamics, Netsuite, Pipedrive, Salesforce, and Stripe. Proposable also allows those with paid Zapier accounts to create custom integrations.

PandaDoc provides a vast library of pre-designed proposal templates for various use cases to help businesses reduce errors.

Why I picked PandaDoc: If you need to quickly create a proposal for a new potential client, I suggest choosing a template from PandaDoc to get you started. PandaDoc simplifies the proposal creation process with a drag-and-drop content library. You can use their templates to create personalized, on-brand proposals immediately with PandaDoc’s pre-built templates. You can choose from over 750 templates from their library, which includes everything from simple to more detailed proposals that covers various industries.

PandaDoc Standout Features and Integrations

Features that are available include an audit trail tool that allows you to monitor your proposal’s progress. You can also create different workspaces that enable you to collaborate with potential customers in real time.

Integrations from PandaDoc allow you to connect the platform to the tools you love most. Its native integrations include native connections with third-party applications, such as ActiveCampaign, HubSpot CRM, Microsoft Teams, Microsoft Word, monday.com, Pipedrive, Salesforce, Slack, Zendesk Sell, Zoho CRM, and other software options. You can also use platforms such as Integromat or Zapier, or PandaDoc’s API to create custom integrations.