Skip to content

Sales

10 best proposal management softwares

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 organisations 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 organisations to streamline the proposal process, reduce manual efforts, and ensure accuracy across all proposal components.

By standardising 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
    • Customisable 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
    • Customisation 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 customisable 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:
    • Customisable 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 organisations that prioritise 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 organisations.

  • 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 organisations handling complex proposals.

  • Key Features:
    • Content management system
    • Automation for RFP responses
    • Team collaboration features
    • Customisable 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 specialised 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 organisation 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.

Prev:

What happens to contracts when they expire?

Next:

11 important points to cover in your SaaS pitch deck for fundraising success

Related articles

Work & Culture

Why ISO 14001 matters in vendor selection?

Sales

Building success through discipline in fitness, sales, and entrepreneurship

Work & Culture

The five hidden costs of working in silos

Sales

How lessons from data analysis apply to sales operations according to Mentimeter’s Francisca Alliende

Electronic Signature

Why using free digital signature tools could be a risky move for your startup?

Sales

How to create a high-performing B2B sales team structure

What are legal contracts? - Oneflow
Contracts

What are legal contracts? Types, functions, and how they work

AI and ML in B2B demand generation - Oneflow
Marketing

How AI and ML Are Revolutionising B2B Demand Generation