Proposal Management Software

PandaDoc

Crushing your Competition From Propose to Close

Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 18,000 customers use PandaDoc’s all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts. Read more about PandaDoc

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ConnectWise Sell

50

Quote. Propose. Close.

ConnectWise Sell increases quoting volume and wins. Integrated with top CRMs, automated workflows keep data visible, reporting simple, and get you to “yes” faster. Read more about ConnectWise Sell

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Better Proposals

116

Web-based sales proposal software to win business faster.

Better Proposals is a web based platform for creatives and service providing businesses to create professional, well-formatted sales proposals, with digital signatures, 3rd party integrations, and more. Know when proposals are opened, forwarded or downloaded in order to follow up at the right time. Read more about Better Proposals

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XaitPorter

14

Document automation & collaboration solution

XaitPorter is a cloud-based document automation & collaboration solution for teams to build a corporate content library & streamline document collaboration Read more about XaitPorter

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Proposify

250

Proposal software for modern sales teams.

Proposify reduces friction in your proposal workflow, making it easier for your sales reps to quickly create professional-looking proposals that impress prospects and close more deals. Read more about Proposify

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Qwilr

340

Document design and automation tool for sales teams.

Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and integrations with CRM and business software. Read more about Qwilr

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RevvSales

9

Draft,review & sign professional documents every single time

An all-in-one document management system for teams anywhere. Collaborate efficiently with every document created, reviewed & signed in one central place. Trusted by 1000+ businesses globally. Running your business, one document at a time, is our business! Read more about RevvSales

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DealHub

8

The #1 Rated CPQ - Proposals, Quoting & Pricing Software

DealHub empowers Sales professionals with the #1 ranked CPQ solution and comprehensive sales engagement suite. We helps companies shorten sales cycles, gain real-time insights on buyer intent, reduce admin work, optimize engagement at every level of sales and prospecting, and automate workflows. Read more about DealHub

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HoneyBook

273

Client management for freelancers & SMBs

HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication. Get started for $1/month for the first 6 months with the code "ALLINONE" :) Read more about HoneyBook

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RFP360

156

Request for proposal software for RFPs, RFQs and RFIs.

RFP360 develops software solutions that transform how organizations worldwide request information, respond to requests and connect — making the RFP and proposal process far more efficient, effective, collaborative, consistent and repeatable for everyone. Read more about RFP360

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ClientPoint

153

Cloud-based proposal presentation and tracking software

ClientPoint is a web-based proposal management solution for sales & marketing teams to create customized proposals for sharing with their clients Read more about ClientPoint

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Proposable

115

Streamline how your team creates, delivers, and tracks your proposals

Powerful proposal software for teams. Streamline the way your team creates, delivers and tracks all your sales proposals. Read more about Proposable

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RightSignature

108

Online Document Signing, Electronic Signatures

RightSignature is the easiest, fastest way to get documents signed. With an elegant, intuitive user interface, RightSignature replicates the pen-and-paper signing experience in any web browser. RightSignature is an innovative electronic signature solution that increases document completion rates, cuts expenses, and improves the customer... Read more about RightSignature

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Quotient

104

Online Quoting and Proposal Software

Quotient is a cloud-based quoting software to create, send and approve quotes online. With Quotient you can create professional, branded quotes and save templates to automate the quote creation process in the future. Use Quotient to track the progress and your clients can accept quotes online. Read more about Quotient

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Seismic

97

Powerful enablement for your sales and marketing teams

Drive stronger execution with marketing and sales to convert leads into customers by putting the right content into the right hands for every selling situation. Read more about Seismic

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RFPIO

89

RFP/RFI Management

RFPIO's simple and intelligent RFP software streamlines and automates the response process, so you can focus on what matters most. Read more about RFPIO

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QuoteWerks

78

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit & view quotes and proposals online Read more about QuoteWerks

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Loopio

69

RFP Response Software & Proposal Software for the Enterprise

Loopio's RFP Response Software supercharges the way companies respond to RFPs, RFIs, DDQs and Security Questionnaires. With Loopio, organizations can manage content and streamline collaboration saving time on responses. Read more about Loopio

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RocketDocs, Inc.

67

Launch. Boost. Land.

Delivering a powerful proposal software and sales enablement tool that allows your team to respond quickly, accurately, and securely to proposals, RFPs, DDQs, and security questionnaires. Read more about RocketDocs, Inc.

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Cosential

66

#1 Construction CRM in USA.

Cosential is a mobile-optimized CRM and proposal automation solution for architecture, engineering, and construction firms Read more about Cosential

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Practice Ignition

56

Proposal creation and client onboarding automation

Practice Ignition is a smart proposal software that includes contracts and allows you to accept recurring and one-off payments directly on the proposal. Read more about Practice Ignition

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Conga

55

Document Generation and Contract Management Software

Conga provides cloud-based productivity software built for sales teams. Using the platform, you can dynamically assemble and deliver presentations, proposals, contracts and more. Read more about Conga

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Recapped.io

49

Proposal management solution for B2B sales teams

Recapped.io is a cloud-based solution, which helps business development professionals provide guidance to prospects about the sales cycle and track customer engagement. Users can also create proposal documents containing recaps of conversations and share them with stakeholders in the pipeline. Read more about Recapped.io

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Huddle

41

Secure document collaboration & project management

Huddle provides secure cloud-based content collaboration for enterprise and government clients. With Huddle, users can share and store files, collaborate on documents or ideas and manage projects with colleagues, clients, partners & suppliers. Read more about Huddle

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Qvidian

41

Cloud-Based RFP and Proposal Automation for Enterprises

Upland Qvidian is the premier RFP and proposal automation software, helping more than 1000 companies worldwide win more business with better processes, improved productivity, and effective sales documents. Upland Qvidian was recognized as the 2018 APMP Vendor of the Year. Read more about Qvidian

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Salesforce CPQ

40

Next generation Configure Price Quote (CPQ) apps

Salesforce CPQ is a configure price quote solution fully native to the Salesforce platform that delivers automated sales quoting with out-of-the-box capabilities like Guided Selling and Pricing & Discount Schedules, to save time while turning around accurate branded proposals, all without leaving Salesforce Read more about Salesforce CPQ

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QuoteOnSite

38

Quote and Proposal Management Software for Teams

Online quote and proposal management software for growing and high-performing teams. Improve control with approval workflows, create sub-teams with user-hierarchy, gain insight with the dashboard and create beautiful quote and proposal documents that match your brand. Read more about QuoteOnSite

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Quoter

33

Cloud-based quoting for technology service providers.

Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Read more about Quoter

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Tilkee

33

The smart lead conversion solution for your sales process!

TILKEE is the smart lead conversion solution for your CRM. With our unique predictive algorithm, we provide the data you need to make the follow-up process. Read more about Tilkee

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EasyPQQ

32

Cloud-based document authoring solution

EasyPQQ is a cloud-based document authoring, bid proposal, and tender management system which offers collaboration tools, native search, approvals, and more Read more about EasyPQQ

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Sofon Guided Solutions

26

Guided Selling Software

Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations Read more about Sofon Guided Solutions

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VisibleThread Docs

22

Document generation software for government organizations

VisibleThread Docs is a document generation software designed to help enterprises create compliance matrices and shred request for proposals (RFPs) in real-time. Businesses can utilize the language analysis tool to analyze proposals, solicitations, and other documents, and flag complex language. Read more about VisibleThread Docs

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Bidsketch

21

Proposal software and templates

Bidsketch proposal software allows you to create proposals in minutes using customizable templates and additional features. Choose your design and add reusable content, pricing information and media. Add an electronic signature feature and a custom client landing page. Embed images and videos to be viewed online by your clients. Design templates... Read more about Bidsketch

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Apttus CPQ

19

Configure Price Quote

Apttus enables sales channels to sell more, sell bigger, and sell anywhere on the cloud. Built within the Salesforce1 platform, Apttus CPQ boosts sales effectiveness by guiding users to the best possible quotes for all products, pricing, and channels. In addition, by integrating quoting software with your contract processes, you can automate... Read more about Apttus CPQ

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RFPMonkey

19

RFP library management and RFP tracker

RFPMonkey is a cloud-based request for proposal (RFP) solution which allows users to build an RFP content library, track RFP statuses and progress, and more Read more about RFPMonkey

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Expedience Proposal Software

16

Built on MS Word – RFP software you already know how to use.

Built in MS Word, Expedience is proposal software you already know how to use. Designed for medium/large B2B enterprises. Create proposals from a library of formatted, approved content. Integrates with Excel & PPT. Automate RFPs, RFIs, SOWs, & self-serve proposals. SharePoint, cloud, or premise. Read more about Expedience Proposal Software

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Qorus Software

15

Qorus helps create documents like RFPs, Pitches, Proposals

Qorus offers intuitive Microsoft-based software that enables users to create proposals, RFPs, pitches, SOWs more efficiently & accurately. Read more about Qorus Software

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MiClient

14

Business proposal management solution for service providers

MiClient is a cloud-based proposal management solution which assists companies in the service sector with client on-boarding and payment processing. The key features include template customization, invoicing, project progress tracking, lead nurturing, accounting, conversion tracking and reporting. Read more about MiClient

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iQuoteXpress

13

Sales proposal automation (CPQ) solution

Automate your sales proposal process with iQuoteXpress (IQX) and save as much as 70% on the time and costs tied to building, sending, and tracking sales quotes. Read more about iQuoteXpress

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Apparound

12

Sales app combining content and real time quoting together

Apparound is a cloud based mobile app that digitises sales content and sales processes. It is developed to help companies improve sales productivity. Read more about Apparound

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Quoters

10

Proposal generation and approval management solution

Quoters is a cloud-based proposal management solution designed to help enterprises create business documents, organize data, track quotes & more. The white label platform allows enterprises to design personalized proposals using custom logos, colors, templates & fonts. Read more about Quoters

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CallidusCloud CPQ

8

CPQ (Configure, Price, Quote) solution for sales document production

Product configuration and quote solutions to create instant quotes and close bigger deals. Make more money, faster! Read more about CallidusCloud CPQ

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infoRouter

8

Document management solution with BPM tools

infoRouter is a document management solution that helps businesses manage the organization, storage, security, & sharing of documents. The business process automation (BPM) tools enables organizations to create workflows as well as review or edit files, add attachments, & generate ad-hoc tasks. Read more about infoRouter

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Quote Roller

7

Create, send, track, and sign business proposals online, fast and easy.

Quote Roller is a web-based software that helps to create, send, organize, track and e-sign business proposals with ease. Impress your clients with beautiful proposals created in minutes, not the usual hours. -Create proposals out of proven, sector-specific templates or create and reuse your own -Auto-insert your products, services and optional... Read more about Quote Roller

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BlueprintCPQ

7

CPQ Software (Configure, Price, Quote). Complexity made easy

BlueprintCPQ is leading the way in 'Lead-to-Order' process, helping guide users with personalised and informative content at key buying stages. Read more about BlueprintCPQ

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Oracle CPQ Cloud

7

CPQ software & Quote-to-Cash app

Oracle CPQ Cloud is configure, price, and quote (CPQ) software and a Quote-to-Cash management solution to turn sales opportunities into revenue faster. Oracle CPQ Cloud is used to improve sales process and increase efficiency by automating the production of sales proposals and quotes. The Oracle CPQ Cloud's BigMachines products enables you to... Read more about Oracle CPQ Cloud

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Cincom CPQ

5

CPQ Software for Manufacturers of Complex Products

Cincom CPQ is a configure-price-quote platform that provides a better buying experience for customers, enabling real-time, accurate pricing and sales quotes/proposals. Cincom CPQ provides sales reps with expert knowledge and confidence they need for selling complex products. Read more about Cincom CPQ

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Armatic

5

Automation, insights and best practices to grow a business.

The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. Read more about Armatic

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KnowledgeTree

3

Create, Discover, & Predict Winning Content

KnowledgeTree’s Sales Asset Cloud is a sales enablement technology that uses Data Science to predict winning content, push it to reps via email or Salesforce.com, & score its effectiveness. It doubles prospect engagement and triples content use! Read more about KnowledgeTree

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Scout RFP

3

Collaborative eSourcing tool for buyers and suppliers

Scout is an RFP solution designed to help procurement teams across a wide range of markets to streamline their RFP, RFI, RFQ, & auctions Read more about Scout RFP

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QuoteCloud

3

Proposal creation and sales forecasting

QuoteCloud is a business proposal and sales quotation software that provides alerts, sales forecasting, image and video adding, and legal compliance Read more about QuoteCloud

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Solargraf

3

Solar proposal design, financing, and permit management

Solargraf is a solar design platform for solar sales teams, installers, manufacturers, and lenders to scope, sell, and manage solar proposals from any device. Features include built-in access to permits, customer financing, e-signature, project workflows, shading analysis, proposals, and more. Read more about Solargraf

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ScopeStack

3

Job costing & sales automation tool for IT service providers

ScopeStack is a cloud-based sales automation tool designed to help IT service providers adjust and set up pricing and create statement of work (SOW) for clients. Features include project pipeline management, workflow approval, pricing calculator, team collaboration, audit history & version control. Read more about ScopeStack

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Smart CPQ by FPX

2

Smart CPQ by FPX transforms buying and selling processes

Over three decades ago, FPX’s Configure-Price-Quote® (CPQ) gave life to sales force automation. At the time, the ability to streamline the sales process, maximize sales effectiveness and boost revenue was unlike anything ever seen before. Today, FPX continues to lead through innovation by offering Smart CPQ. Part of an Experience Management... Read more about Smart CPQ by FPX

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Vendavo CPQ Cloud

2

Vendavo® CPQ Cloud is at the Heart of Commercial Excellence

Helps B2B organizations coordinate, control, and streamline their quote-to-cash processes by making sure sales reps have the right combinations of products & pricing for every situation. Enterprises can now increase sales productivity and win rates while delivering an improved customer experience. Read more about Vendavo CPQ Cloud

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Bidspeed

1

Government Opportunity Management

Bidspeed is a web-based opportunity management application designed for businesses that sell to the federal government. Bidspeed manages the entire government sales process: research, business development, opportunity and capture management, proposal development and fulfillment, bid / no bid and win / loss tracking. Read more about Bidspeed

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SupplierSelect

1

Informed Decision Making for RFP and System Select Projects

SupplierSelect provides buyers and system selection consultants with online platform supporting the full RFP project lifecycle. Rich surveys are drafted and published online. Vendors self-register and respond via the portal. A message board facilitates controlled, audited communication with vendors. Hierarchical weighting, pairwise comparison and... Read more about SupplierSelect

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Lancelot

1

Proposal and invoicing software for freelancers

Lancelot is a suite of tools designed to help freelancers and small businesses manage their business by offering best-in-class proposal and invoicing software Read more about Lancelot

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seProposals

1

Proposal & quoting platform with deep CRM integration

seProposals is a proposal & quoting platform that can integrate with any CRM or ERP. Sales teams can quickly generate accurate quotes and create visually stunning proposals based on the corporate brand. Centrally store approved content to provide sales teams with the assets they need to succeed. Read more about seProposals

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The GreenRFP

1

RFP application for project managers and purchasing teams

The GreenRFP is a cloud-based request-for-proposal solution that assists project managers and purchasing teams with requirement analysis and document management. Its key features include collaboration, file sharing, progress tracking, task management, a knowledge library and vendor management. Read more about The GreenRFP

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GleanQuote

1

Sales proposal and quote software with E-sign

GleanQuote is a cloud-based platform designed to help small to medium firms automate processes for preparing, sharing, tracking & e-signing online contracts. With a drag-and-drop interface, it allows users to create separate HTML pages for all proposals, enabling customers to sign from any device. Read more about GleanQuote

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PROS Smart CPQ

Deliver sales automation with PROS Smart CPQ

PROS Smart CPQ automates the configure, price, quote process empowering your sales to create accurate, tailored solutions for each customer, every time. Read more about PROS Smart CPQ

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SymVolli

Organizational management system for sales teams

SymVolli is a powerful Sales Performance Management tool that can revolutionise the effectiveness of company’s workforce. By understanding the sales process, managing and monitoring it, it is possible to deliver a pipeline that has credibility and leads to accurate and consistent sales forecasts. This is easily achieved with SymVolli because it... Read more about SymVolli

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DocGen

Document automation for Salesforce (formerly Drawloop)

DocGen - formerly Drawloop - is a document generation software designed to automate document processes in Salesforce with Dynamic Document Packages (DDP). Read more about DocGen

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Manufacturing X

Innovative Manufacturing Sales Platform (CRM & CPQ)

"Manufacturing X" is a Sales Platform merging the features and benefits of CRM and CPQ and enriching them with production expertise and analytics. Businesses that use our manufacturing sales platform are looking to digitalize their sales to increase profitability. Read more about Manufacturing X

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WISO Mein Büro 365

German-language office management software

WISO Mein Büro 365 is an office management software. Many business areas can be managed in one software with WISO Mein Büro. The software covers areas such as offers and invoices, contacts, statistics & evaluations, banking and accounting. Read more about WISO Mein Büro 365

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Ideagen PleaseReview

Document review, co-authoring & redaction software

Ideagen PleaseReview is a document review, co-authoring and redaction software designed to help users streamline and manage the proposal creation process, helping teams produce documents quickly and securely with real-time collaboration tools, secure internal/external document access, and more. Read more about Ideagen PleaseReview

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Merkato

CPQ suite of applications to manage sales force automation

Merkato is a sales configurator suite designed to help businesses automate processes related to quote generation, e-commerce management, & upselling. Users can create documents including parts lists, order confirmations, payment terms, or delivery instructions, based on financial calculations. Read more about Merkato

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Here's our list of apps for Proposal Management Software. Filters help you narrow down the results to find exactly what you’re looking for.

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