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Best Proposal Software for Different Business Sizes (2024)

Discover the best proposal software for your business. From small firms to large enterprises, find programs and apps for managing and automating proposals.

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Short answer

What is the best proposal software?

The best proposal software is:

PandaDoc
Loopio
Storydoc
Bidsketch
Qwilr
Proposify
ClientPoint
Jotform
Better Proposals
Prospero
HoneyBook
GetAccept

See the list of tools in detail ⤵

Interactive proposal templates ⭢

Is your proposal software holding you back from big wins?

Picture this: You've done the meetings, the pitches, the follow-ups, and now it's time to seal a significant deal with a proposal. But as you sit down to draft it, you're bogged down by software that's more of a hindrance than a help. Sounds familiar?

Let's face it, proposals are your last chance to shine, the crucial moment where you solidify all your hard work.

A poorly crafted proposal can mean the difference between a deal won and a deal gone.

In this guide, I’ll share the top proposal software, each tailored to suit businesses of different sizes.

Whether you're a one-person show or part of an enterprise, there's a tool out there that can make your proposal process more efficient, more effective, and yes, even enjoyable.

Let’s get started!

What is proposal management software?

Proposal management software is a digital tool that automates creating, managing, and sending business proposals. Unlike traditional methods, it offers template use, app integrations, and tracks analytics. It can also support electronic signatures and direct payment processing, enhancing efficiency and success rates.

What features should you look for in proposal software?

Selecting the right features in proposal tools is key to creating winning proposals with ease and precision.

Here are the essential features to consider:

Customizable templates: Save time and maintain brand consistency with templates that can be tailored to your needs.
Content library: Keep frequently used text, images, and formats at your fingertips for quick and consistent proposal creation.
Collaboration tools: Facilitate teamwork by allowing multiple contributors to work on the proposal at the same time, enhancing efficiency and accuracy.
Integration capabilities: Seamlessly connect with CRM and other business tools for streamlined data management and proposal relevance.
Electronic signatures: Speed up the approval process with secure, digital signing capabilities.
Analytics and tracking: Gain valuable insights into how clients interact with your proposals to improve engagement and future strategies.
Automated workflows: Reduce manual effort and errors by automating repetitive tasks like follow-ups and reminders.
Interactive elements: Make your proposals more engaging with dynamic content like videos or clickable sections.
Mobile accessibility: Access and manage your proposals on the go, essential for modern, dynamic business environments.
Security features: Protect sensitive information with robust security measures to maintain client trust and comply with regulations.
Custom branding options: Enhance your proposals with your company’s unique branding to reinforce professionalism and brand recognition.

Feeling overwhelmed by all these features? No need to stress – I've got you covered!

In the following section, you'll find a carefully chosen selection of tools that perfectly blend these essential features with user-friendliness. Keep reading to discover your ideal proposal program match.

What is the best proposal software in 2024?

Choosing the right proposal tool is no longer just about sending out quotes; it's about crafting a narrative, a compelling story that resonates with clients. It's about leveraging technology to automate and innovate the way we pitch, negotiate, and close deals.

Let’s discover which tools are setting the gold standard in proposal management this year.

Best proposal software for small businesses

Jump ahead to page section:

1. PandaDoc 2. Loopio 3. Storydoc 4. Bidsketch

1. PandaDoc

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PandaDoc is like a breath of fresh air in the proposal software world, especially for small businesses. It's about creating a seamless, efficient workflow from the first draft to the final signature.

With PandaDoc, you get a suite of features that make proposal management feel less like a chore and more like a strategic advantage.

You can whip up stunning, personalized proposals in minutes with pre-built templates, customizable formatting, and a drag & drop content library.

Plus, the eSignature functionality and CRM data integration streamline the entire process. And let's not forget the real-time notifications and analytics that keep you in the know every step of the way.

Pros:

Intuitive interface that's easy to navigate.
Comprehensive feature set from proposal creation to eSignature.
Real-time tracking and notifications for enhanced engagement.
Robust CRM integration capabilities for a seamless workflow.

Cons:

Some users might find the slide designs slightly outdated.
The interface could be overwhelming for those who prefer minimalism.
The cheapest plan is limited to 2 seats.

Pricing:

Free 14-day trial available
Essentials plan: $19 per seat per month (billed annually)
Business plan: $49 per seat per month (billed annually)
Enterprise plan: Reach out to sales

2. Loopio

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Loopio is a RFP (Request for Proposal) response software that’s perfect for small businesses looking to up their game in proposal management.

Loopio turns the often tedious RFP response process into a streamlined, efficient operation. It's all about empowering teams to not just respond, but to respond and win.

With features like a searchable, up-to-date content library, scalable response processes, and response automation, Loopio makes sure your team spends less time digging through documents and more time crafting winning responses.

On top of that, its project management capabilities ensure that every response is on track, with the right people involved at every step.

Pros:

Streamlines the RFP response process, saving valuable time.
Intelligent content library for quick and accurate responses.
Automated response features reduce manual effort.
Effective project management tools for team collaboration.

Cons:

The export formatting feature isn’t intuitive enough.
Limited integration options - doesn’t support tools like Adobe InDesign.
It’s not suitable for business proposals that are more complex in nature.

Pricing:

4 different pricing options available, get in touch with sales for a custom quote.

3. Storydoc

Generate your proposal with AI

Storydoc is an AI-powered proposal maker that transforms your standard proposals into interactive, engaging experiences. It's all about standing out from the competition and giving your proposals that extra edge.

We're talking about proposals that don't just sit in your client's inbox but come alive, telling the story of your business in a way that's impossible to ignore.

Storydoc also offers AI design and writing assistance to make sure your content hits the mark every time. You can also add interactive elements like ROI calculators and smart CTAs to keep prospects hooked and drive them to action straight from the deck.

Every single proposal you create comes with analytics panel access, so you can see where your clients dropped off, which slides they interacted with the most, and if they shared your deck within the company.

Then, you can use those insights to finetune your proposal for maximum impact.

Pros:

AI-driven design and content for standout, engaging proposals.
Interactive features that turn proposals into experiences.
Sleek, responsive design for a great look on any device.
Smart CRM integrations that sync seamlessly with your workflow.

Cons:

Printed decks lose their interactive charm.
There may be a learning curve for traditional proposal creator users.

Pricing:

14-day free trial available
Starter plan: $30/user/month (billed annually)
Pro plan: $45/user/month (billed annually)
Team plan: Talk to sales

4. Bidsketch

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Bidsketch is proposal writing software that significantly cuts down the time you spend on proposals, thanks to its intuitive design and smart features.

Imagine being able to drop in content, fees, and designs in a snap, creating proposals that look good and resonate with your clients.

The best part is that you get to do all this in minutes, not hours. Bidsketch is all about giving your proposals that extra polish that can make all the difference.

But wait, there's more. The e-signature feature speeds up the approval process, letting you capture client signatures online.

And, the client landing pages and proposal analytics give you insights into how your proposals are performing, so you can tweak your strategy for even better results.

Pros:

Quick and easy proposal creation saves hours of work.
Electronic signatures for faster turnaround.
Custom client landing pages add a professional touch.
Proposal analytics provide valuable insights.

Cons:

Lacks the interactive features of other proposal programs.
It takes time to get the hang of the editor.

Pricing:

Solo plan: $23/month for 1 user (billed annually)
Team plan: $47/month for up to 3 users (billed annually)
Business plan: $119/month for up to 8 users (billed annually)

Best proposal software for large enterprises

Jump ahead to page section:

1. Qwilr 2. Proposify 3. ClientPoint 4. Jotform

1. Qwilr

Video source

Qwilr is an online proposal software that’s all about delivering interactive, web-based proposals that stand out in a sea of PDFs and Word docs.

Imagine proposals that are not just read but experienced. Qwilr lets you create interactive proposals and quotes that impress buyers right off the bat. And the best part? You can send them directly from your CRM in just a few clicks.

But Qwilr isn't just about good looks; it's got the brains to match. The e-signature feature, interactive pricing, and payment options streamline the whole approval process, making it a breeze for your clients.

For the data geeks out there, Qwilr's got you covered with document analytics and instant notifications. You'll know when a buyer views, signs, or pays, giving you real-time insights into your proposal's performance.

And, with integrations with all the leading CRM, sales, and accounting software, Qwilr fits into your workflow like a glove.

Pros:

Creates visually stunning, interactive proposals that engage clients.
E-signature and payment features streamline the approval process.
Real-time analytics provide insights into client engagement.
Seamless integrations with leading CRM and sales software.

Cons:

Limited collaboration options.
There are only two pricing plans available.
More flexibility in terms of slide customization would be welcome.

Pricing:

Free 14-day trial available
Business plan: $35/user/month (billed annually)
Enterprise: $59/user/month, plan for 5+ users (billed annually)

2. Proposify

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Proposify is a proposal automation software that’s versatile, powerful, and designed to handle just about anything you throw at it. It brings order to the chaos of proposal creation, making it a smooth, efficient process.

Imagine a world where proposals are no longer a bottleneck but a boost to your sales cycle. Proposify offers a centralized content repository, ensuring your team has instant access to pre-approved templates, snippets, and a library of content, fees, and images.

This means no more hunting for the right content or worrying about outdated information.

But Proposify isn't just about keeping things organized; it's about giving you insights that lead to more closed deals. You'll have visibility into each stage of the sales cycle, knowing exactly when and how prospects engage with your proposals.

And let's talk about impressing prospects – Proposify delivers a modern proposal viewing experience with interactive pricing, e-signatures, and even videos that make your proposals pop.

Pros:

Centralized content repository streamlines proposal creation.
Advanced permissions and approval workflows for better control.
CRM integration, including Salesforce and HubSpot, for seamless data flow.
Interactive pricing and e-signatures for an enhanced client experience.

Cons:

Lack of flexibility in terms of pricing plans and options.
There’s room for improvement when it comes to user experience.

Pricing:

Team plan: $49/user/month
Business plan: Custom pricing

3. ClientPoint

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ClientPoint is a complete ecosystem designed to streamline every aspect of your proposal process. It’s a solution that humanizes technology, making it work for you in the most efficient way possible.

ClientPoint is a proposal tool where every division of your company can create experiences that resonate with clients.

It offers powerful proprietary and partner solutions that reduce costs, minimize logins, and boost overall company performance.

It's about bringing all your proposal needs under one roof, from document automation to e-signatures and beyond.

With its integrated ecosystem, you can create, store, and manage sales decks, proposals, RFPs, and other content, ensuring everything is up-to-date and on-brand.

The platform also offers robust CRM integrations, making it a seamless part of your sales process.

Pros:

Integrated ecosystem streamlines the entire proposal process.
Robust document generation, storage, and creation tools.
Powerful CRM integrations for seamless data management.
Comprehensive solutions for all divisions of your company.

Cons:

The extensive range of features might require a learning curve.
Setup and customization may take time to align with specific enterprise needs.
No clear pricing information - you need to schedule a call for a quote.

Pricing:

Schedule a personalized demo for more details.

4. Jotform

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Jotform steps up to the plate in the big league of large enterprises, bringing a game-changing approach to form building. This proposal platform is your all-in-one solution for creating forms that do more than just collect data – they drive your business forward.

Need to whip up a quick survey? Check. Collecting payments? Easy. Generating leads? You got it. And the best part? You can do all this with zero coding skills. Jotform's drag-and-drop builder is so user-friendly, it practically does the work for you.

But Jotform's capabilities extend far beyond simplicity. It's a powerhouse of integration, connecting seamlessly with over 150 business apps to automate your workflows and enhance data management.

Customization is another area where Jotform shines. It allows you to tailor your forms to match your brand's aesthetic, ensuring a consistent and professional look across all your digital assets.

Pros:

User-friendly interface with drag-and-drop form builder.
Versatile use cases including lead generation, surveys, and payment collection.
Powerful integrations with over 150 business apps.
Advanced features like conditional logic and report generation.

Cons:

Customization and integration may require a learning curve for complex enterprise needs.
Some forms aren’t intuitive to navigate.

Pricing:

Free Starter plan available
Bronze plan: $34/month (billed annually)
Silver plan: $39/month (billed annually)
Gold plan: $99/month (billed annually)
Enterprise plan: Talk to sales

Best proposal software for solo entrepreneurs

Jump ahead to page section:

1. Better Proposals 2. Prospero 3. HoneyBook 4. GetAccept

1. Better Proposals

Video source

Better Proposals is a platform that takes the complexity out of proposal writing and gives you the power to create stunning, professional proposals with ease.

It’s all about making a great first impression, ensuring your branding, messaging, and design hit the mark every time.

The intuitive editor takes care of all the formatting, letting you focus on presenting your offer with style. And when it comes to sealing the deal, Better Proposals has you covered with legally binding eSignatures and data protection.

But that's not all. This tool also keeps you in the loop with real-time tracking, so you know exactly when to follow up. And for those who love a bit of flair, you can even integrate videos and interactive pricing to really stand out from the crowd.

Pros:

Easy-to-use editor for stress-free proposal creation.
Legally binding eSignatures for secure deal closure.
Real-time tracking for timely follow-ups.
Interactive elements to impress and engage clients.

Cons:

Might be more than needed for very basic proposal needs.
Some features may require a learning curve to fully utilize.

Pricing:

Starter plan: $13/user/month (billed annually)
Premium plan: $21/user/month (billed annually)
Enterprise plan: $42/user/month (billed annually)

2. Prospero

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Prospero is a lifesaver for freelancers and individual business owners, offering a suite of features that transform proposal creation from a time-consuming task into a strategic edge.

The platform offers over 105 customizable templates, making it easy to create proposals that are professional and tailored to your unique needs.

But the flexibility doesn't stop there; Prospero's intuitive editor allows for seamless integration of various media, ensuring your proposals are informative and visually compelling.

Prospero also keeps you informed and in control. The tool provides detailed analytics on proposal performance, giving you a clear picture of client engagement.

This, coupled with the eSignature feature, speeds up the approval process and adds a layer of professionalism and security.

Pros:

A wide range of templates for various projects.
Insightful analytics for tracking client interactions with your proposals.
Simple eSignature feature for quick, secure approvals.
Integrations with key business tools for a smooth workflow.

Cons:

Limited control over the design of the templates, including spacing or custom fonts.
Some users might find it too simplistic.

Pricing:

$8/user/month

3. HoneyBook

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HoneyBook offers an all-in-one clientflow platform that streamlines every aspect of running a business. It's a comprehensive solution for managing projects, tracking inquiries, automating workflows, and much more.

With HoneyBook, creating proposals is just the beginning. You're crafting interactive experiences that make it easy for clients to select services, eSign contracts, and send payments – all in one seamless flow.

The platform's strength lies in its ability to simplify the entire client interaction process, from the initial inquiry to the final payment.

HoneyBook's user-friendly interface allows you to create professional invoices, manage projects, and schedule meetings effortlessly.

The platform also offers powerful automations, ensuring that no detail is ever missed and every client interaction is optimized for success.

And for the entrepreneur on the go, the HoneyBook app brings this functionality to your fingertips. Manage your business from anywhere, ensuring you're always connected and in control.

Pros:

Comprehensive clientflow management from inquiry to payment.
User-friendly interface for easy project and client management.
Powerful automations for streamlined workflows.
Interactive proposals that enhance client engagement.
Mobile app for managing your business on the go.

Cons:

It takes time to set everything up on the platform and learn how to navigate it.
Limited range of proposal designs to choose from.

Pricing:

Starter plan: $8/month (billed annually)
Essentials plan: $16/month (billed annually)
Premium plan: $33/month (billed annually)

4. GetAccept

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GetAccept is an all-in-one digital sales room platform that transforms the way you manage your sales process.

The platform offers a unique blend of proposal and contract management, electronic signatures, CPQ (Configure Price Quote), and advanced tracking & analytics.

This means you can craft stunning sales proposals, understand which content wins, and shorten your sales cycle.

GetAccept stands out with its Deal Room feature, which fosters collaboration between buyers and sellers in a shared space. You can upload your sales collateral, make mutual action plans, chat, and negotiate with your buyers in real time.

It's a game-changer for solo entrepreneurs looking to make their sales process more interactive and engaging.

Pros:

Comprehensive digital sales room platform for end-to-end sales management.
Interactive Deal Room for enhanced buyer-seller collaboration.
Electronic signatures for quick and secure deal closure.
Advanced tracking & analytics for insightful sales performance.

Cons:

If you want the full suite of tools, the pricing is rather steep for solo entrepreneurs.
Limited range of contract templates.

Pricing:

Free 14-day trial available
Essential plan: $15/user/month
Full suite: $79/user/month
Enterprise: Contact sales

How to choose the best proposal software for your needs?

Selecting the right proposal software is like finding the perfect assistant; it should fit your business's unique rhythm and requirements.

Here's what to consider to ensure you pick a tool that enhances your proposal process:

Ease of use: Look for proposal software with an intuitive interface that makes proposal creation quick and hassle-free.
Customization options: Ensure the proposal tool offers customizable templates to align with your brand and client needs.
Integration capabilities: Choose proposal management software that seamlessly integrates with your existing CRM, accounting, or project management tools; including RCM software.
Tracking and analytics: Opt for a proposal platform that provides insights into how your proposals are performing with clients.
Electronic signature feature: A must-have for speeding up the approval process and securing deals faster.
Pricing structure: Consider the software's pricing and whether it aligns with your budget and the scale of your operations.
Scalability: Ensure the proposal apps can grow with your business, offering more advanced features as your needs evolve.
Customer support: Good customer support can be crucial, especially when dealing with complex proposals or technical issues.

When choosing proposal software, remember to align it with your industry's specific needs.

For instance, if you're looking for proposal software for accountants, you might prioritize features like integration with accounting software or detailed financial templates.

Similarly, those in creative industries should look for software with robust design capabilities, while construction businesses might focus on construction proposal software that offers strong project management features.

The key is to find a solution that ticks all the boxes, but also feels like a natural extension of your business workflow.

Interactive proposal templates

Crafting the right proposal can be a bit like piecing together a complex puzzle. It takes time, effort, and attention to detail. But what if you could skip the tedious part and jump right into perfecting your proposal?

Interactive proposal templates come with built-in features like clickable elements, embedded videos, and dynamic content sections that bring your proposals to life.

They provide a solid foundation upon which you can build and personalize your proposal to suit your brand and meet your client's specific needs. It's about saving time without compromising on quality or impact.

Grab one and see for yourself.

No templates found

Dominika Krukowska

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

Table of contents

What is proposal management software? What features should you look for in proposal software? What is the best proposal software in 2024? How to choose the best proposal software for your needs? Interactive proposal templates