Best Proposal Software75Application for automating construction of sales proposals and/or scanning content for ambiguous or non-compliant languageScout RFP1https://media.trustradius.com/product-logos/xP/sa/WF39X6R5750P.pngInnovaRFP2https://media.trustradius.com/product-logos/zC/Iq/L12U42KIFBLZ.jpegDocument Analyzer3https://media.trustradius.com/vendor-logos/FG/ZY/0CECL5ZN2BA1-180x180.PNGKAP Proposal Management4https://media.trustradius.com/vendor-logos/R0/XJ/D3MO1PTV0432.pngWinCenter5https://media.trustradius.com/product-logos/9t/Qv/36RFKKRGMK7E.jpegONtility6https://media.trustradius.com/product-logos/Jd/Oa/VVX1PDDIW0DZ.pngEasyPQQ7https://media.trustradius.com/product-logos/bN/HF/8X8BP1S5DR4D.jpegTilkee8https://media.trustradius.com/vendor-logos/8x/LO/JPTNUV3UTSP2-180x180.PNGTenderEyes9https://media.trustradius.com/product-logos/rl/vC/A2GRGQBBJVTL.gifRoutzy10https://media.trustradius.com/product-logos/PE/4M/67DJEPOV44N4.pngEMDESK Platform11https://media.trustradius.com/product-logos/nf/iV/3DX5IX33EA1Z.pngQuotingly12https://media.trustradius.com/product-logos/ek/cI/2334X73V2TOI.pngSellBold13https://media.trustradius.com/product-logos/WU/ks/BFZXEQZC0UGS.jpegMeetingSphere14https://media.trustradius.com/product-logos/1b/Qy/7XQNAVQT3XGM.pngNibaal15https://media.trustradius.com/product-logos/I1/QN/M92KKFF49OTA.jpegCallidusCloud CLM16https://media.trustradius.com/vendor-logos/sW/OA/CZD3RG21S16S-180x180.JPEGClientSky17https://media.trustradius.com/product-logos/pH/I1/PUQT8TCDI1T6.pngOfisim.com CRM18https://media.trustradius.com/product-logos/vD/0O/9IRV3NNZ1KH4.PNGPaperless Proposal19https://media.trustradius.com/product-logos/kT/dp/X11BKZOGQ8ZJ.JPEGJungleDocs20https://media.trustradius.com/product-logos/hE/IC/QQTDR3K1NNOV.JPEGSmartGrant21https://media.trustradius.com/product-logos/ft/5o/KBUZDUMMMR03.pngProPricer22https://media.trustradius.com/product-logos/7O/4k/5R3MFVGM0511.pngPitchPortal23https://media.trustradius.com/product-logos/hr/ME/2Q9K0T1IUUGO.pngProposalSmartz24https://media.trustradius.com/product-logos/Jz/La/IREPWJXJEQBV.jpegMeridian for RFP Analysis25https://media.trustradius.com/product-logos/PR/vm/BE2VTII8C8TD.png

Proposal Software

Best Proposal Software

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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 (26-50 of 81)

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

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

InnovaRFP is a sales proposal automation software solution offered by DataLan.

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

Document Analyzer is a Sales Proposal Automation platform. It analyzes legal type documents by splitting the document into (analysis results) parsed segments and identifies keywords within segments. Users can then split, combine, and remove segments. Additionally, users can write notes for indivi...

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Global Kap's Proposal Management software is a collaborative tool for managing the RFP/RFI process. It allows multipe stakeholders to collaborate on the assembly of a proposal document and reduce the time and friction involved in the process.

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

WinCenter is a sales proposal automation software solution offered by Lohfeld Consulting Group.

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

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

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

EasyPQQ is a sales proposal automation software solution offered by Propeller Studios.

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

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

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

TenderEyes is a sales proposal automation software solution offered by Tradax Group.

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

Routzy is a sales proposal automation software solution offered by Coalesce Software.

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

Quotingly is a sales proposal automation software solution offered by Evenflow LLC.

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

SellBold is a sales proposal automation software solution offered by Insivia.

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

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

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

Nibaal is a sales proposal automation software solution offered by nibaal.

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CallidusCloud CLM is a cloud-based contract lifecycle management solution. Since it is not a CRM native application, approved users can upload and set up contract templates without having to wait on a CRM administrator or the IT department. The vendor’s value proposition says that by combining d...

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ClientSky is a sales proposal automation software solution offered by Jaroop.

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

Ofisim CRM is a SaaS based CRM software suite that designed to help businesses to boost their productivity with minimum effort. Ofisim CRM also have capabilities such as sales force automation, lead and opportunity management, quote and sales order management, mass email & SMS campaign manage...

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Paperless Proposal is a cloud-based proposal-writing tool that is designed to facilitate the process of proposal writing to produce differentiated proposals quicly.

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JungleDocs takes properties and parts of an existing document and puts them into a new one. The vendor’s value proposition is that this prevents possible mistakes and saves up to 90% of the user’s time that would be used on inputting and copy-pasting operations. Key features include:Word and Powe...

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SmartGrant is a sales proposal automation software solution offered by ERA Software Systems.

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ProPricer is a sales proposal automation software solution offered by Executive Business Services, Inc.

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

PitchPortal is a sales proposal automation software solution offered by Intelligent Documents.