Managing proposals effectively can make a significant difference in closing deals and winning clients. Proposal management software has emerged as an essential tool to streamline the proposal creation process, improve collaboration, and ensure that businesses present professional and timely proposals.
These tools automate repetitive tasks, track proposal status, and integrate with Customer Relationship Management (CRM) systems, giving organizations better control over their sales process. This guide will cover what proposal management software is and present the 10 best solutions available, starting with Oneflow.
What is proposal management software?
Proposal management software is a digital solution designed to simplify and automate the creation, editing, and management of business proposals. It enables organizations to streamline the proposal process, reduce manual efforts, and ensure accuracy across all proposal components.
By standardizing templates, tracking proposal progress, and integrating collaboration features, these tools enhance efficiency. Many platforms offer analytics to measure the effectiveness of proposals, track their status, and even integrate with Customer Relationship Management (CRM) systems to improve overall sales workflows.
Read also: The ultimate guide to proposal management
10 best proposal management softwares
1. Oneflow
Oneflow stands out as a comprehensive, end-to-end digital solution for managing proposals and contracts. It allows businesses to create interactive proposals, collaborate in real-time, and track the entire lifecycle of the document. With features like automated templates, e-signatures, and advanced analytics, Oneflow helps teams close deals more efficiently. Its intuitive interface and seamless integration with popular CRMs like Salesforce and HubSpot make it a top choice.
- Key Features:
- Interactive proposal creation
- Real-time collaboration
- Customizable templates
- E-signature functionality
- In-depth proposal analytics
2. PandaDoc
PandaDoc is an all-in-one document automation platform that excels in creating, sending, and e-signing proposals quickly and efficiently. With a user-friendly interface and robust features like pre-built templates, document automation, and CRM integration, PandaDoc is ideal for businesses looking to optimize their workflows.
- Key Features:
- Document automation and creation
- Real-time collaboration
- E-signature capabilities
- Analytics and reporting tools
- CRM and API integrations
3. Proposify
Proposify is designed to help sales teams close deals faster by offering custom proposal templates and an easy-to-use interface. It provides insights into client interactions, allowing users to track how clients engage with proposals. Its visual editor and analytics features make it a powerful tool for sales-driven businesses.
- Key Features:
- Custom proposal templates
- Client engagement tracking
- Team collaboration features
- Proposal analytics
- CRM integration
Read also: Sales proposal guide: The ultimate sales proposal dos and don’ts
4. Qwilr
Qwilr focuses on creating interactive, web-based proposals rather than traditional PDFs, offering a unique user experience. The software allows users to include multimedia elements like videos and charts, making proposals more engaging. Qwilr also tracks client interactions with detailed analytics and integrates easily with various CRMs.
- Key Features:
- Interactive, web-based proposals
- Customization through drag-and-drop builder
- Analytics for client engagement
- Custom branding options
- CRM integration
5. Better Proposals
Better Proposals is known for its simplicity and speed in creating professional, high-converting proposals. Its clean interface and built-in digital signatures make it an excellent option for small to medium-sized businesses. It also offers tracking features so users can monitor client engagement.
- Key Features:
- Pre-designed proposal templates
- Real-time proposal tracking
- E-signature capabilities
- CRM and payment gateway integrations
- Analytics and reporting
6. Nusii
Nusii is tailored for freelancers and small businesses, providing a simple interface for easy proposal creation. With customizable templates and automated follow-up features, it’s designed to help users send proposals quickly and efficiently. The software also includes tracking and analytics for better proposal management.
- Key Features:
- Customizable proposal templates
- Automated follow-up emails
- Proposal tracking and analytics
- Simple editing tools
- Client collaboration features
7. DocSend
DocSend allows businesses to manage and share proposals securely, with a focus on detailed document tracking. It offers insights into how recipients interact with the proposals, enabling users to adjust their strategy accordingly. With features like custom access controls and CRM integration, DocSend is ideal for organizations that prioritize security and analytics.
- Key Features:
- Advanced document tracking
- Secure proposal sharing
- Custom access controls
- E-signature support
- CRM integration
Read also: How to write a pricing proposal
8. BidSketch
BidSketch helps businesses quickly create professional proposals using pre-built templates and custom branding options. With features like client signature tracking and analytics, it enables users to track proposal success and integrate smoothly with various CRMs and project management software.
- Key Features:
- Pre-built templates
- Custom branding options
- Client signature tracking
- CRM integration
- Proposal analytics
9. RFPIO
RFPIO is specifically designed to handle complex RFPs and large-scale proposals, making it ideal for enterprises. It automates the RFP response process, offers a rich content library, and enables collaboration across teams. Advanced reporting and CRM integrations further enhance its functionality for large organizations.
- Key Features:
- RFP response automation
- Comprehensive content library
- Team collaboration tools
- Advanced reporting and analytics
- CRM integration
10. Loopio
Loopio is a proposal management tool tailored for large enterprises, streamlining the RFP and proposal process. It automates repetitive tasks and provides a robust content library for managing large amounts of information. Loopio’s collaboration and reporting tools are perfect for organizations handling complex proposals.
- Key Features:
- Content management system
- Automation for RFP responses
- Team collaboration features
- Customizable proposal templates
- CRM integration
The key takeaways
Proposal management software has become an indispensable tool for businesses looking to streamline their proposal creation and management processes. From comprehensive solutions like Oneflow and PandaDoc to specialized platforms such as RFPIO and Loopio, these tools provide everything from automation and real-time collaboration to advanced analytics. Whether you’re a small business aiming for simplicity or a large organization managing complex RFPs, the right proposal management software can help boost your efficiency, improve collaboration, and ultimately increase your chances of closing deals successfully. Choosing the right solution can make a critical difference in the competitiveness and success of your proposals.
