Best Proposal Software75Application for automating construction of sales proposals and/or scanning content for ambiguous or non-compliant languageConnectWise Sell (formerly Quosal)1https://dudodiprj2sv7.cloudfront.net/product-logos/Xc/L4/KCO4DFG5OV6U.PNGQvidian RFP & Proposal Automation2https://dudodiprj2sv7.cloudfront.net/product-logos/od/3E/G193T3BWHDQ3.PNGQuoteWerks3https://dudodiprj2sv7.cloudfront.net/product-logos/Ws/Qg/EPH26CW9N0V0.GIFPandaDoc4https://dudodiprj2sv7.cloudfront.net/product-logos/7k/BQ/1JTSXE7RKG10.PNGSeismic5https://dudodiprj2sv7.cloudfront.net/product-logos/54/Z2/CWDS0GGE48PN.JPEGXaitPorter6https://dudodiprj2sv7.cloudfront.net/product-logos/2c/MQ/OF0UF2F4191X.JPEGProposal Management and Production System (PMAPS)7https://dudodiprj2sv7.cloudfront.net/product-logos/59/I0/ZDTCWACIIAWH.pngProposify8https://dudodiprj2sv7.cloudfront.net/product-logos/y6/E6/HREBEWJZZV68.JPEGPrivia9https://dudodiprj2sv7.cloudfront.net/vendor-logos/91/UR/Z3R2OME8JNS4.pngOctiv (formerly Tinderbox)10https://dudodiprj2sv7.cloudfront.net/product-logos/JB/aS/JU7ACVRCF64H.PNGPractice Ignition11https://dudodiprj2sv7.cloudfront.net/product-logos/G9/H4/FPT7GVA1FBG2.pngSkyVisualEditor12https://dudodiprj2sv7.cloudfront.net/vendor-logos/SJ/wG/AJ3WJU5MQCDJ-180x180.PNGSofon Proposal Organizer13https://dudodiprj2sv7.cloudfront.net/vendor-logos/rf/XL/M1B23FN9WT7G.pngProposable14https://dudodiprj2sv7.cloudfront.net/product-logos/Ti/3j/VRKMMNV2B0P8.jpegVisibleThread Docs15https://dudodiprj2sv7.cloudfront.net/product-logos/u3/VE/99RHGZ21DUPH.JPEGBidsketch16https://dudodiprj2sv7.cloudfront.net/product-logos/LR/rJ/4CP59DRGP14D.pngCIS Configurator17https://dudodiprj2sv7.cloudfront.net/vendor-logos/bW/Jj/RCWHS6W6K90C.jpegNiftyQuoter18https://dudodiprj2sv7.cloudfront.net/product-logos/oM/Vc/6VKVCR6T68CT.pngQuote Roller19https://dudodiprj2sv7.cloudfront.net/vendor-logos/1U/yR/7GIK53G1IO4R-180x180.PNGSalesDoc Architect20https://dudodiprj2sv7.cloudfront.net/product-logos/Jb/F2/434E3TL1859J.jpegKoneka Document Engineering21https://dudodiprj2sv7.cloudfront.net/product-logos/NC/Eh/GUI3GPNMCVXG.pngOctant22https://dudodiprj2sv7.cloudfront.net/product-logos/Iw/xq/JB5XUVCB82DB.pngPleaseCompose23https://dudodiprj2sv7.cloudfront.net/vendor-logos/XW/Rn/JV3OV79LI9V8-180x180.JPEGQuoteRobot24https://dudodiprj2sv7.cloudfront.net/product-logos/jI/ua/C1FTOHRE9O05.pngScout RFP25https://dudodiprj2sv7.cloudfront.net/product-logos/xP/sa/WF39X6R5750P.png

Proposal Software

Best Proposal Software

TrustMaps are two-dimensional charts that compare products based on satisfaction ratings and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap, and those above the median line are considered Top Rated.

Proposal Software Overview

What is Proposal Software?

Proposal software is a sales enablement or productivity tool that helps salespeople quickly create accurate, personalized proposal documents. Users can then deliver a produced version of the proposal to clients, whether in hard copy, in an electronic file, or through a link to a custom URL (online proposals). Some proposal automation software also automatically scans proposal documents to check for legal & brand compliance. It also handles proposal formatting, via templates or branding rule logic,

Proposal Software Features & Capabilities

  • Proposal branding: Allows users to create branding rules and/or scan proposals for brand compliance.

  • Proposal templates: Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

  • Proposal content library updates: Users can update saved proposal language and standard proposal content.

  • Searchable proposal database: Proposals are organized in a central repository; users can easily locate past proposals within the database.

  • Guided proposal creation: A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

  • RFP management & response: Proposals can be created based on RFPs received.

  • Proposal collaboration and approval: Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.

  • User permissions and proposal editing controls: Users can set appropriate, granular controls over who can view vs. edit elements of proposals.

  • Proposal content tracking: Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal

  • Proposal distribution/delivery: Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.

  • Sales proposal workflow: Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals, and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.

Requests for Proposals (RFPs) & Automation

Proposals are often sent as a response to RFPs (requests for proposals, or requests for pricing), which are sent to alert suppliers and providers to make a competitive bid on a sales opportunity. In cases where price is the main decision-making factor (and the specific terms/requirements are already configured), this may come in the form of a request for quote (RFQ) rather than an RFP.

Sales Proposal Automation Software Integrations

Sales proposal automation software typically integrates with CPQ software and a company’s CRM system. It may also integrate with an enterprise content management system, eSignature and/or payment software, product catalogs, and other Sales applications. Integrations with CPQ software, product catalogs, and CMS systems feed personalized and contextual content into proposals, whereas integrations with CRM systems help track account engagement and sales performance, and integration with eSignature and payment software helps to streamline deals and generate revenue.

Key Benefits of Using Sales Proposal Automation

Sales proposal automation software automates the creation and/or delivery of sales proposals. According to vendors, this allows sales reps to be more productive and attend to more of the pipeline. These are some of the key benefits reported by vendors and users:

  • Streamlines workflow so proposals can be created faster.

  • Proposals are better quality—more consistent brand-wise, and more personalized in terms of contact details and CPQ or RFP specifications.

  • Improved sales effectiveness through client-focused (customized) proposals and speedy proposal turnaround, both of which may help improve win rate.

  • Opportunities for “self” upsell with interactive proposals can lead to higher revenue/bigger deal size without additional effort required from Sales.

Pricing Information

Most vendors offer tiered pricing from individual up to large teams. The user price per month can vary between $20 and $150, depending on capabilities.

Proposal Products

Listings (1-25 of 80)

Top Rated
48 Ratings

QuoteWerks is specialized Configuration Pricing Quoting (CPQ) software that can be used in every industry to create sales quotes and proposals. The vendor’s value proposition is that rather than relying on Microsoft Word or Excel to create quotes, users can benefit from a tool that is specialize...

PandaDoc

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35 Ratings

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Seismic

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24 Ratings

Seismic’s sales enablement solution allows marketing teams to personalize content at scale and equips large sales teams with the right content for every interaction, dramatically improving time spent selling and win rates. According to the vendor, Seismic is the only sales enablement platform pow...

22 Ratings

XaitPorter is a cloud-based solution that is designed to help users create high quality documents. It enables multiple users to work on the same document, in real-time, whether in the office, at home, or on the other side of the world. The vendor’s value proposition is that with their solution, u...

19 Ratings

Proposify aims to provide a simple way to deliver winning proposals. This solution includes unlimited access to templates that include pre-written copy for a variety of services. All templates are customizable to fit an organization’s business and brand voice.

9 Ratings

Privia's bid capture and proposal management tools are designed for companies handling RFPs / RFIs in the public sector. Privia offers both SMB and Enterprise products and pricing starts at $29 / month / user.

We don't have enough ratings and reviews to provide an overall score.

Octant is a sales proposal automation software solution offered by Octant.

We don't have enough ratings and reviews to provide an overall score.

QuoteRobot is a sales proposal automation software solution offered by QuoteRobot.

We don't have enough ratings and reviews to provide an overall score.

Scout RFP is a sales proposal automation software solution offered by Scout RFP.