The proposal management software market is projected to reach 9 billion dollars by 2035, growing at a 11.1% CAGR. That growth tells us one thing: businesses are done with the chaos of managing proposals through email chains, Microsoft Word docs and crossing fingers.
We’ve tested proposal management software solutions, and we can tell you firsthand: the difference between a scattered proposal process and a streamlined one is the difference between chasing deals and closing them. You’re probably here because your current approach involves too much manual effort, lost business proposals and deals that seem to vanish into thin air.
In this guide, you’ll discover the 12 best proposal software options for 2026, complete with honest reviews, pricing breakdowns and real user insights. We’ll show you exactly what to look for, how these tools compare and which one might be the perfect fit for winning business.
What is proposal management software?
Proposal management software is a digital platform that helps businesses create, send and track proposals. Think of it as your proposal command center. Instead of juggling multiple tools and losing track of where each proposal stands, you get one unified system that handles everything from proposal creation to final signature.
These platforms typically include proposal templates, drag-and-drop editor capabilities, approval workflows, collaboration tools and analytics features. The best proposal software integrates with your CRM platforms, project management tools and other business software, creating a seamless workflow from initial quote to signed contract.
Key features to look for
When evaluating proposal management software, focus on these critical features:
- Template library and customization: Look for the ability to create custom branded proposals.
- Collaboration tools: Multiple team members should be able to work on proposals simultaneously.
- Approval workflows: Multi-level approval processes with clear audit trails.
- CRM integration: Seamless data sync with your existing sales process tools.
- Analytics and tracking: Real-time insights into proposal performance and customer engagement.
- Electronic signatures: Built-in e-signature capabilities to close deals faster.
- Content library: Centralized repository for approved content, pricing and legal terms.
Benefits for your business
The right proposal management solution delivers tangible business impact:
- Faster deal closure: Streamlined processes reduce time from quote to signature.
- Reduced manual effort: Automation eliminates repetitive tasks and human errors.
- Better win rates: Professional proposals and faster response times improve success rates.
- Revenue visibility: Clear tracking helps identify bottlenecks and optimize the sales process.
How we tested and evaluated
We took a hands-on approach to evaluate the best proposal management software. Our team tested each solution, creating proposals and putting the tools through typical business scenarios.
Data sources we used:
- Direct testing of free trials and demos across all platforms
- Analysis of user reviews from user review websites
- Feedback from sales teams currently using these solutions
Evaluation criteria:
- Feature completeness and ease of use
- Pricing value and plan flexibility
- Integration capabilities with popular CRM and business tools
- User interface design and learning curve
Transparency note: Oneflow is included in this comparison as we believe it offers compelling value in the market.
Best proposal management software: Comparison table
| Tool | Pricing | Best for | Our rating | Key features |
|---|---|---|---|---|
| Oneflow | From $17/user/mo | Complete quote-to-cash automation | ⭐⭐⭐⭐⭐ | Dynamic contract, AI-powered contract analysis, Advanced approval workflows, Real-time collaboration tools, Electronic signatures, Post-signature contract management |
| PandaDoc | From $19/user/mo | All-in-one document management | ⭐⭐⭐⭐ | Template library, Payment collection, Document tracking and recipient analytics |
| Proposify | From $19/mo for 2 users | Design-focused agencies | ⭐⭐⭐⭐ | Professional design templates, Content library, Proposal analytics |
| GetAccept | From $25/user/mo | Video-enhanced sales | ⭐⭐⭐⭐ | Video messages, Document tracking, Digital signatures |
| Qwilr | From $35/user/mo | Interactive web proposals | ⭐⭐⭐⭐ | Web-based proposals, Pricing tables, Real-time analytics |
| Better Proposals | From $13/user/mo | Small agencies and consultants | ⭐⭐⭐ | Drag and drop proposal builder, Approval workflows, Basic analytics |
| Conga CPQ | Custom pricing | Complex enterprise sales | ⭐⭐⭐⭐ | Advanced product configuration, Guided selling workflows, Data synchronization |
| Loopio | Custom pricing | RFP response management | ⭐⭐⭐⭐ | RFP response automation, Collaborative review workflows, Knowledge management |
| QorusDocs | Custom pricing | Knowledge-heavy industries | ⭐⭐⭐ | Content intelligence, Automated updates, Knowledge management |
| DocuSign | From $40/user/mo | Document signing focus | ⭐⭐⭐⭐ | Electronic signatures, Document routing, Mobile-optimized signing experience |
| DealHub | Custom pricing | Revenue operations teams | ⭐⭐⭐⭐ | CPQ functionality, Sales room, Guided selling |
| Ignition | From $39/user/mo | Professional services | ⭐⭐⭐ | Engagement letter templates, Client portal |
The 12 best proposal management software in 2026
After extensive testing and analysis, here are the top proposal management platforms that can transform your sales process and help you close deals faster.
Oneflow
Rating: ⭐⭐⭐⭐⭐
Best for: Businesses seeking a complete proposal process automation with dynamic contract capabilities.
Oneflow stands out as one of the best proposal software. It’s a complete contract management platform that transforms how businesses handle their entire proposal process and beyond. While most proposal tools create static PDFs that become data dead ends, Oneflow generates dynamic contracts that maintain live connections with your CRM and other business systems.
Oneflow solves the real pain points in creating proposals by keeping your CRM the single source of truth while adding powerful automation and contract lifecycle management capabilities.
Key features
- Dynamic contract creation that syncs two-way with CRM data
- AI-powered contract analysis and automated content suggestions
- Advanced approval workflows with multi-level approvals and audit trails
- Real-time collaboration tools for internal teams and external stakeholders
- Electronic signatures integrated directly into the contract workflow
- Post-signature contract management software functionalities with searchable digital archives
Pricing details and plans
- Free plan
- Essentials: $17/user/mo
- Business: $45/user/mo
- Enterprise: Custom pricing for larger organizations
User review
Users often praise the platform’s intuitive interface and fast, structured workflow capabilities, noting that template reuse and seamless CRM integrations make contract generation and signing feel smoother.
The Assessment Company replaced a clunky, manual contract workflow full of emails, PDFs and double data entry with Oneflow, gaining streamlined automation and full control. They were able to roll out their own customized flows quickly (without heavy consulting support), integrate seamlessly with HubSpot and Teamtailor and get all teams on board. As a result, they’re able to process around 30 contracts monthly with better data quality, reduced admin overhead and a solution that scales with their growth.
Want to see how Oneflow can transform your proposal creation process? Try Oneflow and experience the difference dynamic contracts can make for your business.
PandaDoc
Rating: ⭐⭐⭐⭐
Best for: Teams needing comprehensive document management beyond just proposals.
PandaDoc combines proposal creation with document management, payment collection and analytics in a single interface. The platform offers a comprehensive feature set with extensive integration capabilities for businesses looking to digitize their entire document workflow.
See also: Top 20 PandaDoc alternatives and competitors in 2026
Key features
- Template library with industry-specific proposal templates
- Payment collection integrated into documents
- Document tracking and recipient analytics
Pricing details and plans
- Starter: $19/seat/mo
- Business: $49/seat/mo
- Enterprise: Custom pricing
User review
Users praise PandaDoc for its ease of use, fast proposal generation and integrated document workflows.
Proposify
Rating: ⭐⭐⭐⭐
Best for: Design-conscious agencies and consultants who prioritize visual appeal.
Proposify focuses on creating visually appealing proposals. Their platform emphasizes design quality and brand consistency, making it popular with creative agencies and professional services firms.
See also: PandaDoc vs Proposify: A detailed 2026 comparison
Key features
- Professional design templates and customization options
- Content library for standardized messaging
- Proposal analytics and client engagement tracking
Pricing details and plans
- Basic: $19/mo for 2 users
- Team: $41/mo for 3 users
- Business: $65/mo for 5 users
User review
Users praise Proposify for streamlining proposal creation, enabling fast duplication of past documents.
GetAccept
Rating: ⭐⭐⭐⭐
Best for: Sales teams wanting to add video personalization to their proposal process.
GetAccept incorporates video messaging and sales automation into the proposal management process. Their platform helps sales teams create more engaging, personalized experiences for prospects with advanced tracking capabilities.
Key features
- Video message integration for personalized proposals
- Document tracking with detailed analytics features
- Digital signatures and contract management
Pricing details and plans
- E-sign: $25/user/mo
- Professional: $49/user/mo
- Enterprise: Custom pricing
User review
Users praise GetAccept for its responsive customer support and ease of use when signing, editing and sending proposals.
Qwilr
Rating: ⭐⭐⭐⭐
Best for: Modern teams who want interactive, web-based proposals instead of static PDFs.
Qwilr creates web-based proposals that function more like interactive websites than traditional documents. This approach allows for better mobile viewing, interactive pricing tables and more engaging user experiences for creating accurate proposals.
Key features
- Web-based proposals with interactive elements
- Pricing tables and configuration options
- Real-time analytics and engagement tracking
Pricing details and plans
- Business: $35/mo/user
- Enterprise: $59/mo/user
- Option to upgrade the Business plan with add-ons
User review
Reviewers highlight the platform’s polished, interactive proposals and electronic signature capabilities.
Better Proposals
Rating: ⭐⭐⭐
Best for: Small agencies and consultants seeking straightforward proposal creation.
Better Proposals focuses on simplicity and user friendliness, making it a suitable option for smaller teams who want to create professional proposals without complexity. The platform offers a clean interface and streamlined process for basic proposal needs.
Key features
- Drag and drop proposal builder
- Approval workflows and client feedback collection
- Basic analytics and tracking
Pricing details and plans
- Starter: $13/user/mo
- Premium: $21/user/mo
- Enterprise: $42/user/mo
User review
Users often highlight Better Proposals’ ease of use and streamlined template system.
Conga CPQ
Rating: ⭐⭐⭐⭐
Best for: Large enterprises with complex product configurations and pricing needs.
Conga CPQ handles complex sales processes that require advanced product configuration and pricing logic. The platform integrates with Salesforce and other enterprise systems to manage proposals and sales documents.
Key features
- Advanced product configuration and pricing rules
- Guided selling workflows for complex products
- Salesforce integration and data synchronization
Pricing details and plans
Custom enterprise pricing based on requirements.
User review
Users appreciate Conga CPQ for its ability to handle complex quoting and product logic.
See also: Making Quote-to-Cash less painful: What to simplify first
Loopio
Rating: ⭐⭐⭐⭐
Best for: Organizations that frequently respond to RFPs and need robust knowledge management.
Loopio specializes in RFP responses, offering tools designed for organizations that regularly respond to formal proposals and tenders. Their platform manages large content libraries and collaborative response processes for winning proposals.
Key features
- RFP response automation and template management
- Collaborative review and approval workflows
- Knowledge management and content library
Pricing details and plans
The pricing is available upon request.
User review
Reviewers highlight the platform’s strong content organization and collaboration tools.
QorusDocs
Rating: ⭐⭐⭐
Best for: Knowledge-intensive industries requiring sophisticated content management.
QorusDocs focuses on intelligent content management and automated document creation for organizations with extensive knowledge requirements. The platform uses AI to help maintain content accuracy and automate document updates across large libraries.
Key features
- AI-powered content intelligence and automation
- Automated content updates and version control
- Advanced search and knowledge management
Pricing details and plans
Custom enterprise pricing based on requirements.
User review
QorusDocs receives praise for improving collaboration and creating a shared repository for the sales teams.
Docusign
Image source: G2
Rating: ⭐⭐⭐⭐
Best for: Organizations primarily focused on document signing and basic proposal workflows.
Docusign is next on our list of the best proposal management software solutions. It offers basic proposal management features as part of its broader document management platform. While not as specialized as some of the best quoting software, Docusign provides solid functionality with industry-leading e-signature capabilities.
See also: Best DocuSign Alternatives You Need to Know About
Key features
- Electronic signature capabilities
- Document routing and approval workflows
- Mobile-optimized signing experience
Pricing details and plans
- AIM Starter: $40/user/mo
- AIM Standard: $45/user/mo
- AIM Professional: $75/user/mo
- Enterprise: Custom quote
The pricing above is for the intelligent agreement management package.
User review
Reviewers often praise DocuSign for its ease of use and reliable e-signing workflows.
DealHub
Rating: ⭐⭐⭐⭐
Best for: Revenue operations teams seeking comprehensive sales enablement.
DealHub combines CPQ functionality with sales room capabilities and revenue operations tools. The platform is designed for B2B companies that need sophisticated deal management alongside their proposal creation capabilities for managing proposals effectively.
Key features
- Configure-price-quote (CPQ) functionality
- Sales room collaboration spaces for deals
- Guided selling and playbook automation
Pricing details and plans
The pricing is available upon request.
User review
The DealHub reviews describe it as a flexible CPQ tool that helps teams streamline quoting and manage complex deals.
See also: Smart quoting software that converts quotes into signed contracts and revenue
Ignition
Rating: ⭐⭐⭐
Best for: Professional services firms needing engagement letters and project management.
Ignition specializes in professional services firms, particularly accounting, legal and consulting practices. The platform combines proposal creation with engagement letter management, making it suitable for professional services businesses.
Key features
- Engagement letter templates and automation
- Client portal and communication tools
- Integration with accounting and practice management software
Pricing details and plans
- Solo: $39/mo for one user
- Core: $99/mo for three users
- Pro: $229/mo for 15 users
- Enterprise: Custom pricing
User review
Reviewers cite the platform’s strength in automating proposals, contracts and integrated billing workflows.
The future of proposal management
Advances in artificial intelligence and integration capabilities drive the best proposal management software solutions. Looking ahead, we expect even more sophisticated automation, better analytics features and increasingly seamless integration with the broader sales cycle technology stack.
Oneflow represents this future-focused approach with its AI-powered contract analysis and integrated analytics. The platform’s emphasis on maintaining data integrity throughout the entire proposal creation process positions businesses for success. Implementation is straightforward, with the platform offering guided onboarding.
Ready to modernize your proposal process? Try Oneflow today and discover how dynamic contracts can transform your results while reducing manual effort.
Disclaimer:
All information on this page is derived from publicly available sources such as G2, Capterra, and other software listing sites. Oneflow does not verify the accuracy, completeness, or currentness of this information. Accordingly, Oneflow assumes no responsibility or liability for any inaccuracies, errors, or omissions in the content, nor for any actions taken in reliance on such information. Users are advised to independently verify any information before making decisions based on it.
FAQs
What’s the ROI timeline for implementing proposal software?
Most businesses see positive ROI within 3-6 months of implementing the best proposal software.
Which proposal software integrates best with Salesforce CRM?
Several solutions offer excellent Salesforce integration, but Oneflow and Conga CPQ stand out for their deep, two-way data synchronization capabilities you can set up with just a few clicks.
Can you edit proposals after sending them to clients?
This capability varies between platforms. Modern solutions like Oneflow offer dynamic contracts that can be edited after sending, allowing you to make corrections without remaking your sales proposals.
What’s the difference between proposal software and contract management software?
While there’s significant overlap, proposal software typically focuses on the creation and presentation phase of the sales process, while contract management software handles the entire contract lifecycle, including negotiation, approval, signing and post-signature management.
