Proposal Software

PandaDoc pricing: Starts at $19.00. Offers Free-forever and Custom plan.

What is PandaDoc and how does it work?

PandaDoc is a document builder responsible for workflow management that streamlines and accelerates the user's document processes. It also creates, tracks, and processes documents. The tool offers features under many categories such as proposals, quotes, team management, document access code, content management, branding, tracking, workflow, productivity, etc. The content locking feature of PandaDoc restricts the user's team members from editing a block of content in templates or library items. It integrates with several Customer Relationship Management software that has ERPs. The user can set up new or existing templates and send and e-sign proposals or agreements. The creation and sending of quotes are easy to execute, along with direct workflows. Users can upload the files quickly and send them right away. The transactional documents can be stored as well. The tool can also open discussions with the user's customers, close deals faster, collect payments, organize documents, and much more. show more

Proposify pricing: Starts at $49.00. Offers Free-forever plan.

What is Proposify and how does it work?

Proposify is a proposal software that helps its users to create, send, track, and e-sign the winning proposals, agreements, and contracts. The software aims to simplify the process of users and hence put their teams on a straight path to sales success. Users can create on-brand templates that are reused by the sales reps, leaving them to customize the details for the next big deal. One can store all the content that the sales reps need in a single location, enabling users to snap proposals together in minutes. The software provides its users with faster sign off that makes it easier for the prospects to buy using the legally binding order forms and the electronic signature tool. Proposify allows users to determine how the prospects are interacting with the proposals with details regarding the section they looked at and for how long, as these insights help the sales reps to know when to reach out to close the deal. show more

Ideagen Huddle pricing: Ideagen Huddle Offers Custom plan.

What is Ideagen Huddle and how does it work?

Huddle is a comprehensive team collaboration software for businesses, helping them to manage projects, tasks and documents easily within secured client portals. The software promises the most effective way of collaboration between team members, remote workers, partners and clients. With Huddle, users get everything they need to manage content, tasks, team communication and approvals within one secure accessible space. It also comes with a workspace that allows businesses to build external and internal teams and manage access and permissions rights in real-time. Huddle is one of the most secure collaboration tools used by more than 80% of the UK’s Central Government agencies and has also received FedRAMP Certification in the US. Moreover, an automatic version control feature within the same enables everyone in the team to get access to the most current version of a file. It helps users to run their tasks and projects smoothly, whether it’s about requesting team feedback or setting a client review. show more

Qwilr pricing: Starts at $66.00.

What is Qwilr and how does it work?

Qwilr is an intuitive proposal and quotes management software that enables B2B companies, agencies and recruitment teams to create beautiful sales proposals for their individual prospects and close more deals. The software comes loaded with a variety of templates and modular building blocks, which can be used to create unique sales proposals in no time. Further, businesses can depend on Qwilr to accelerate, automate, impress and scale their overall reach in an efficient way. The software with its inbuilt integration mechanism facilitates B2B companies to create personalised documents as per need. They get to collaborate with leading CRM, accounting and sales platforms, like Hubspot, Xero, Slack, Quickbooks, Stripe, Salesforce and more. Further, Qwilr’s API helps users create customised proposals, invoices, quotes and other essential documents with ease. Its inbuilt ROI calculator, personalised proposal generating service and a vast library of reusable blocks turn out to be of great use. show more

Bidsketch pricing: Starts at $15.00. Offers Free-forever plan.

What is Bidsketch and how does it work?

Bidsketch is a professional proposal management software that can be used to create the best proposals in minutes. Trusted by a variety of multinational companies, Bidsketch makes it easy to reuse proposal templates, content, pricing items and designs. Business leaders and their members can put together a comprehensive and customised proposal with a few clicks. Also, this software provides an example content from its content library thereby allowing the teams to start working on the proposal quickly. With Bidsketch, teams can also link to other files and resources within their proposal content. Moreover, this software helps companies to increase their revenue by 32%. To do that, companies should make any pricing item optional with Bidsketch and must provide the option to automatically include them as a part of their sales document. Also, by using this proposal creating software, companies can offer their clients a dedicated landing page where the latter can view, approve, export and comment on the proposal, thus building a strong relationship with the clients. show more

Better Proposals pricing: Starts at $13.00.

What is Better Proposals and how does it work?

Better Proposals is an online proposal management platform that helps businesses create beautiful proposals in a few minutes. It includes 160+ templates that can be used by organisations to write and design great-looking proposals as per convenience. Users can even add, change and remove the content from a particular proposal. Colours, introductory video and logo are other elements that can be added to these proposals from time to time. Better Proposals feature a simple and easy-to-use interface that allows businesses to offer an amazing experience to their loyal clients. Users also get to send a secure and encrypted web link to individual clients, enabling end-users to sign the proposal and pay an adequate fee amount in real-time. Also, intuitive reporting and tracking feature-loaded within the same help with seamless pipeline management and real-time nurturing of individual leads. Better Proposals also help with cover page generation and easy proposal idea streamlining. show more

QorusDocs pricing: QorusDocs Offers Custom plan.

What is QorusDocs and how does it work?

Qorus Proposal Management software used to create proactive proposals to automate business. The software uses a Smart Rules and Fields to personalize your content by client in the sales cycle. Measure the engagement of recipients with custom reports to your analytics software. Collaborate with your team with chats and email notifications to close deals for better business experiences. It integrates with Microsoft Office suite, Outlook, PowerPoint, and OneDrive, Dynamics365 and Salesforce. Marketers, Small and Medium companies make use of the software. show more

Proposable pricing: Starts at $19.00.

What is Proposable and how does it work?

Proposable is a proposal software that streamlines the process of e-Signing, creating, tracking, and delivering sales collateral. It reduces the time it takes to customize new proposals by simplifying your new proposal procedure to just a few clicks. With Proposable, you can skip the traditional copy/paste and instead use replace and search on all new proposals for your clients and prospects to save time and difficulties. You can impress your customers with stunning proposals that stand out from the crowd. You can incorporate video and rich media into your proposal webpages for a more realistic sales presentation. You can activate proposal payments to get your payment. You can create proposals dynamically from CRM opportunities and feed proposal proceedings back into your CRM for a clearer view of all your ongoing negotiations. You can view through metrics and track how each recipient responds to your sales collateral. You can set up SMS or email alerts for proposal views and other important events in real time. Additionally, you can control who has to approve ideas before they are sent out with Proposable. show more

Recapped.io pricing: Starts at $55.00. Offers Free-forever plan.

What is Recapped.io and how does it work?

Recapped.io is a sales cycle management software that helps organizations carry out collaborative action plans and close more deals. Users can replace their emails and spreadsheets with this elegant platform to simplify complicated contracts and deliver a fantastic consumer experience to their clients. It helps users streamline their sales cycle, by making their stakeholders accountable while performing complex evaluations, implementations, and negotiations. The Clone feature within Recapped.io enables users to repeat their best sales move, eliminating chances of losing deals. Users can also forecast their upcoming deals with pinpoint accuracy, based on the real-time reports offered by the software. They can generate attractive sales plans, which ensures accountability and greater deal generation facilities. Recapped.io assures extensive collaboration with customer success teams and internal sales engineers offering smooth post sales operations. Moreover, the software minimizes admin work, drives efficiency and improves data hygiene by facilitating integration with Salesforce. show more

Quotient pricing: Starts at $25.00.

What is Quotient and how does it work?

Quotient is an advanced cost management software that allows businesses to deliver excellent looking quotes enabling the best possible customer experience. The software can be used to send emails to customers with a personalised link showcasing the required quotations. The quotes produced by Quotient can be filled with images, website links and files to provide customers with everything that they need to make a decision. Users can even mark items as optional, giving customers a chance to choose the products that best suit their requirements. Quotient allows customers to add questions within the quote and users can start a ‘paper trail’ to answer the questions. At the end of the quote, an ‘I Accept’ checkbox is present that a customer has to click on in order to accept the deal. This also makes the deal a legally binding agreement. Moreover, Quotient even allows users to turn their perfect quote into a template and use the same to send quotes to their next customer in real-time. show more

Fresh Proposals pricing: Starts at $15.00.

What is Fresh Proposals and how does it work?

Fresh Proposals is a sales proposal management solution using which business houses can eliminate the traditional designing tools and bring in the modernized ones. Sales professionals and marketers can grab useful insights and analytics about proposal related interactions and improve their effectiveness in real-time. Professionals can monitor the performance of their sales, based on multiple parameters using the dashboard within the platform. Fresh Proposals sends on-time alerts via email when a particular proposal gets viewed or accepted. Companies can set revenue targets on an annual basis and monitor them at regular intervals. The customizable pre-designed templates, helps users in accelerating the process of making beautiful and engaging proposals. Various drag and drop blocks including images, textbox, signatures, tables etc enhance the interaction levels of an individual proposal. Its interactive quotation or pricing feature enables users to incorporate both fixed and recurring fees within the financial proposals and make items editable for the clients. The software facilitates real-time collaboration among the team members and clients. show more

RFP360 pricing: RFP360 Offers Custom plan.

What is RFP360 and how does it work?

RFP360 is a full-circle RFP management software solution that improves the way businesses issue and respond to RFPs. Instead of a stand-alone solution, solving the problem requires a holistic approach that efficiently brings both processes together. RFP360 does just that so organizations that issue RFPs make the best possible buying decision, and companies that respond to RFPs win more business. Centralize all latest and greatest proposal content in one knowledge library. show more

Solargraf pricing: Starts at $229.00. Offers Custom plan.

What is Solargraf and how does it work?

Solargraf is an end to end solar design management software specially created for installers, lenders and manufacturers, helping them to scale up their businesses. The software arrives with great features to assist its users in automating, structuring and growing their business. Pro quotes feature within Solargraf, allows users to enter a particular address and get access to relevant information. They can design a structure for an individual roof and crack the entire deal within 60 seconds. The software makes financing process more understandable and straightforward. Solargraf facilitates speedy permits, enabling users to get their hands on necessary compliant permits and stamps in real-time. The platform also facilitates on-time expansion by allowing users to generate unlimited jobs and projects within a single account. Solargraf with its customization options, enables users to generate business proposals of their choice. Along with this, One-Click Shading, E-sign, Real-Time Negotiations and Imagery Upload are some of the other highlighted features of the software. show more

ClientPoint pricing: ClientPoint Offers Custom plan.

What is ClientPoint and how does it work?

ClientPoint is a digital proposal management software for enterprises helping them with business relationship workspace management for individual partners, prospects and customers alike. Here organisations are allowed to share materials, schedule meetings and meet clients online as per convenience. Users can start working with the particular platform in a step by step process and close more deals adequately. Companies situated in different parts of the globe, using ClientPont has experienced 30% higher closing rates, 100% increase in sales and up to 95% reduced operational timings in proposal generation. Active integration with external platforms like ZOHO, HubSpot, NetSuite, Microsoft Dynamics CRM, Salesforce and Pipedrive is of great help. Further, the sales accelerated platform helps out marketing leaders and professionals, sales representatives, sales operations leaders and customer support providers to be their best. For adequate data protection and seamless management, ClientPoint abides by advanced SSL technology and user-based authentication protocols on the go. It runs over Amazon’s AWS data centre providing adequate infrastructural advantages for the users to indulge in. show more

XaitPorter pricing: XaitPorter Offers Custom plan.

What is XaitPorter and how does it work?

XaitPorter software is a cloud-based software is a platform used to manage document production. The software offers tool to create professional documents with brand identity guidelines. Collaborate with your team and can edit different parts of a document at the same time. Export your documents in PDF and MS Word file formats. Small, Medium companies make use of the software. show more

What is GoProposal and how does it work?

GoProposal is a pricing and proposal software designed for accountants. It helps its users to speed up the proposal and fee review process. The software enables its users to generate professional proposals and fee reviews instantly while also making letters of engagement and service schedules. The consistent and transparent platform that can be used with ease for every client as it helps its users to get paid for all the work they put in. Users can communicate with their clients regarding the product and cost because the needs and requirements of users may change. One can agree on their fees after collaborating with the clients, and hence produce instant, professional proposals and letters of engagement. GoProposal preloads the app of users with various pricing methodologies, services, and descriptions for users to add prices, edit and amend. The software enables its users to get consistent pricing that is based on service levels, relevant factors, and complex calculations. show more

Quoters pricing: Starts at $4.08.

What is Quoters and how does it work?

Quoters is a software in the cloud. A tool to make budgets faster, more agile and more beautiful. All that is Quoters, the web application that wants to save time for SMEs, freelancers, and companies to better manage their offers. And be more profitable. Budgeting is not pleasant. Nor fun. Every year, thousands of companies and freelancers lose hundreds of hours of work making budgets. Budgets that sometimes become sales but, other times, are nothing more than management time, editing and accumulation of unpaid work hours. And that's why Quoters is born. To simplify the way they create offers and also be more profitable. show more

Docspo pricing: Starts at $19.00. Offers Free-forever plan.

What is Docspo and how does it work?

Design, collaborate, approve and sign all your agreements with Docspo. Create beautiful proposals with just a couple of click and swipes. Use the smooth drag & drop editor to build your own stunning proposal. Give your clients a better buying experience. With interactive proposals you can let your client pick & choose packages. Accept payments. Ask for details with forms. show more

Cone Proposal-to-payment pricing: Cone Proposal-to-payment Offers Custom plan.

What is Cone Proposal-to-payment and how does it work?

Introducing Cone’s Proposal-to-Payment platform – the ideal tool for businesses looking to simplify their entire proposal, e-Sign, and payment process. This revolutionary platform is designed to help professionals streamline their workflow for maximum efficiency and accuracy. With Cone, creating attractive and persuasive business proposals has never been easier. This platform offers an array of custom designs for proposals, giving professionals the ability to impress clients and stand out from the competition. Plus, proposal documents can be easily edited to suit specific contracts and client needs. But it doesn’t end there. Cone’s Proposal-to-Payment platform also features the convenience of e-Sign. Five minutes is all it takes to securely submit proposals and e-Sign contracts. The streamlined process is both simple and legally binding, keeping data secure and helping businesses move quickly. show more

Nusii pricing: Starts at $24.16.

What is Nusii and how does it work?

Nusii is a futuristic proposal management software that helps creative agencies to generate beautiful proposals in minimum time. Trusted across 50+ countries, this software enables agencies to win more proposals thereby increasing the productivity of their businesses. This software basically notifies every minute detail. Whether their clients have opened the emails that contain the proposal link to whether the clients have opened the actual proposal, Nusii keeps a track of it all. Furthermore, the software also sends a reminder to the user agencies to follow up on the unopened proposals. There was a time when creative teams used to spend hours on Photoshop and Indesign. But, with Nusii’s “out of the box templates” these creative professionals can now develop their own branding strategies in a few minutes. Also, this software allows creative teams to insert their best content at the press of a button. Lastly, with Nusii Reports, users can create and send beautifully formatted documents to their clients in real-time. show more