Proposal Software

TrustRadius Top Rated for 2023

Top Rated Products

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PandaDoc

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.

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(26-50 of 195)

26
Quote Roller (discontinued)

Quote Roller was a sales proposal automation software solution, now superseded by PandaDoc. Quote Roller is no longer available.

27
OpenText RFx Center

OpenText RFx Center enables enterprises to automate, manage, and monitor their RFI, RFQ, RFP, and other procurement processes. Leveraging OpenText™ AppWorks, this procurement management solution is designed to manages all aspects of the procurement process: streamlining advertisement…

28
BuildOps

BuildOps enables subcontractors to run their business on one software solution that manages their invoicing & billing, scheduling, estimates, proposals, payments, workflows, custom forms, and financial reporting. The cloud-based BuildOps has been designed and built by a team of…

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29
Unanet CRM by Cosential

Unanet CRM by Cosential (formerly Cosential CRM) is dedicated to helping AEC business developers, marketers, and executives win better business, and grow revenue. It became an Unanet solution in 2020, when Unanet acquired Cosential.

30
Nitrogen Growth Platform

Nitrogen Growth Platform (formerly Riskalyze) is an investment portfolio management software platform from the company of the same name in Auburn.

31
Revv

Revv, an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every eSignature…

32
Zomentum Grow

Zomentum offers a "Revenue Platform" to enable both Partners and SaaS vendors to earn, grow, and manage revenue. Zomentum Grow is their sales acceleration application that automates a number of sales tasks.

33
Ezus

Ezus is software that helps travel agents, DMCs & tour operators sell more efficiently by allowing them to more quickly build custom programs. Users can can modify or create quotes and presentations, and choose custom templates to get branded proposals sent to customers via PDF,…

34
VisibleThread VT Docs

VisibleThread provides language audit software that performs document content analysis to bid and proposal managers and government agencies. They have formed a partnership with Privia for the more standard proposal automation capabilities.

35
Leap

Founded in 2016, Leap is subscription-based software for home service contractors that automates steps in the sales process from estimating, proposals, and contracts to financing, payment capture, and e-signatures. Integrating with the user's home improvement software, Leap aims…

36
AgencySmart
0 reviews

AgencySmart is a brokerage software specialist headquartered in Fairfield, New Jersey, helping brokers and general agents with their eponymous cloud-based CRM, small group and individual quoting engine and commission tracking system that is accessible from a laptop, tablet or smartphone.…

37
CaptureExec
0 reviews

CaptureExec capture management software powered by BIT Solutions, LLC is a cloud-based software solution for government contractors that lets them centrally manage critical pipeline and team information; make data-driven decisions, and accurately forecast growth.

38
Unelma CRM
0 reviews

Unelma CRM is a Customer Relationship Management platform that supports companies of all sizes. Also a business management platform, Unelma CRM can be used to create estimates and send them to customers. The CRM auto converts estimates to invoices once the customer accepts it. And…

39
MediaSales by Wedel Software

Wedel Software is a provider of broadcast software solutions, offering solutions for operators in radio, television, and cable organizations to help them manage their advertising schedules and related revenue. Wedel provides a fully integrated suite of solutions that make it possible…

40
Quotit CRM
0 reviews

Quotit Corporation is an Internet application service provider for the health insurance and employee benefits industry. Their flagship solution is a CRM designed to help agencies and agents save time by pulling quotes from multiple carriers, creating proposals, and completing enrollment…

41
BigHand Pitching and Proposals

BigHand Pitching and Proposals is an advanced legal pitching solution with a searchable data warehouse for optimized experience management. The solution allows business development and marketing teams to access relevant expertise and evidence from across the firm and present it in…

42
Wethos
0 reviews

Wethos is software for freelancers, by freelancers, used to: Build professional, branded proposals that include contract terms, scopes of work, and project goals to be sent to clients for signature. Create branded invoices and send them off to clients. Get paid into a Wethos Payments…

43
Roofr
0 reviews

Roofr is presented as a sales toolbox for roofers with features to grow a business including proposals, measurement report generation,

44
VARStreet InstaQuote

VARStreet InstaQuote is a SaaS-based quoting software designed specifically for VARs that sell IT products and office supplies. The software speeds up the quoting process, allows users to configure complex quotes in minutes and ensures professional output. Apart from VARs, the software…

45
Cone Proposal-to-Payment

Cone Proposal-to-Payment is a platform that simplifies the process of selling and collecting money. For professional services and startups, it is used in proposal management. With its unified workflow, Cone automates proposals, e-Sign, invoicing, and payment collections. It allows…

46
OpenSolar
0 reviews

A solar design and sales application, providing solar professionals with software tools for needs from marketing and lead management to solar system design, sales, installation, and service. OpenSolar also provides a paid bespoke-software service for solar manufacturers and solar…

47
Polly/Product & Pricing Engine

Polly supports the mortgage industry with data-driven capital markets ecosystem that includes an advanced Product & Pricing Engine (PPE), Loan Trading Exchange, Analytics Platform, and Partner Platform. The vendor states their mission is to help capital markets and secondary teams…

48
ChikPea Configurator

ChikPea Configurator is a Salesforce native CPQ solution that customises the probability of services and/or products unique to the customer needs. ChikPea's CPQ handles the entire quoting process from negotiation through product selection, quoting to proposal generation. The product…

49
VistaQuote RFQ and Quote Management

Vista-Quote, a cloud-based application designed to automate RFQ gathering and quote sending workflow. Sales teams can use VistaQuote to manage RFQs and quotes, which are accompanied by real-time inventory and history information from existing business system, in one platform. Includes…

50
Sellizer
0 reviews

Sellizer is a comprehensive sales support tool that will notify the user when a Customer opens an offer and provide key statistics that users may not otherwise have access to.

Videos for Proposal Software

What is Proposal Management Software?
03:53
Whether you're an RFP and Proposal pro, or new to the game, brush up your skills or learn all about proposal management software and how it can affect your business in 2021! Watch out for more Proposal Management Software content from the QorusDocs team.

Proposal Software TrustMap

TrustMaps are two-dimensional charts that compare products based on trScore and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap.

Learn More About Proposal Software

What is Proposal Software?


Proposal software is a sales enablement or productivity tool that helps salespeople automate the process of creating 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. This type of software also handles proposal formatting, via templates or branding rule logic.


Proposal Software Features


  • 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; this 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 the 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, electronic signature and/or payment software, product catalogs, and other sales software 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 any additional effort required from Sales.


Proposal Software Comparison


Before deciding to invest in a proposal software, consider the following key factors:



  1. Ease of use: How user-friendly is the software? Will it be relatively easy to implement and get up and running with? Things like ease of use and adoption are important to consider when introducing a new tool to your sales team. If it’s difficult to use or doesn’t integrate with the other software your sales reps are using, adoption will likely suffer.

  2. Range of features: Are you looking for a basic but relatively cheap proposal automation tool? Or do you need a more comprehensive proposal management software? The latter will likely include a wide range of features like proposal templates, RFP uploads, real-time collaboration on proposal documents, and analytics. Determining what level of features you’re looking for will help you narrow down the list of options you are considering.

  3. Customer support: What type of customer support does the vendor provide? Do they offer both email, chat, and phone support? Looking through customer support ratings of proposal software on TrustRadius provides a good indication of how satisfied current customers are with customer support from the vendor.

Pricing Information


Most vendors offer tiered pricing for individuals up to large teams. The user price per month can vary between $20 and $150, depending on the range of features included in the plan and volume of proposals being created and sent.


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Frequently Asked Questions

What does proposal software do?

Proposal software automates the process of generating personalized and professional-looking proposals. This typically is triggered by a potential customer sending a request for proposal/pricing (RFP) to a vendor. This software helps manage and store RFP and proposal documents as well.

What are the benefits of using proposal software?

The biggest benefit of using proposal or proposal management software is that it saves sales reps time. Reps can use proposal templates to quickly create documents customized to the prospect’s specific needs and requests. Proposal software also helps cut down on instances of human error resulting in an incorrect or incomplete proposal document being sent to a potential client. Many tools also offer collaboration features that allow multiple users to edit and review proposal and RFP docs before they’re sent out.

What is the best proposal software?

Some of the most popular proposal software products on TrustRadius (based on the number of reviews they have) include:

How much does proposal software cost?

Proposal software vendors typically offer a range of pricing plans to choose from and charge per user per month. Basic plans can start as low as $19 per user per month but will have limited functionality. Mid-level plans cost around $50 per month per user. Most vendors offer custom pricing for enterprise plans.