Proposal Software

Top Rated Proposal Products

These products won a Top Rated award for having excellent customer satisfaction ratings. The list is based purely on reviews; there is no paid placement, and analyst opinions do not influence the rankings. Read more about the Top Rated criteria.

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.

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

(1-25 of 86) Sorted by Most Reviews

PitchPortal

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

JungleDocs

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:…

RFP Engine

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

eProposal

eProposal is a sales proposal automation software solution offered by eIntelli.

ProPricer

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

Osmosis

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

SmartDocs

SmartDocs is a sales proposal automation software solution offered by ThirtySix Software.

Meridian for RFP Analysis

Meridian for RFP Analysis is a sales proposal automation software solution offered by XRSolutions.

SmartProposition

SmartProposition is a sales proposal automation software solution offered by Koneka.

NM Quote

NM Quote is a sales proposal automation software solution offered by NM Quote.

SWproposal

SWproposal is a sales proposal automation software solution offered by Yumasoft Inc.

Beagle by Podio

Beagle is a sales proposal automation solution from the makers of Podio, from Citrix.

Ideagen PleaseReview

PleaseReview is a sales proposal automation software solution developed by PleaseTec, acquired and now supported by Ideagen since 2017.

Expedience Software

Expedience Proposal Software automates sales proposals, RFP & RFI responses (even Excel RFPs!), FAQs, DDQs, SOWs, questionnaires, PPT presentations, and more. Based in Microsoft Word, Expedience is the proposal software you already know how to use. For over 25 years, Expedience…

salesElement seProposals

salesElement SE Proposal is an automated proposal tool. It is featured on the Salesforce AppExchange and has integrations to all the major CRM systems.

Proposal ID

Proposal ID is a sales proposal automation software solution offered by Proposal ID.

Qorus Breeze Proposals

Qorus Breeze Proposals is a sales proposal automation software solution offered by Qorus Software.

Mimiran Online Proposals

Mimiran Online Proposals is a sales proposal automation software solution offered by Mimiran.

Cayuse 424

Cayuse 424 is a SaaS proposal automation product offered by Evisions. It is a fast, easy-to-use Web application created specifically to simplify the creation, review, approval, and electronic submission of grant proposals. The vendor says Cayuse 424 helps organizations of all sizes…

smartCLOSE

smartCLOSE is a proposal automation offering from DocMagic headquartered in Torrance, California. Oriented around lenders and borrowers, the vendor emphasizes compliance features.

MyBusinessGenie

MyBusinessGenie is designed to enable small businesses to present their work; create quotes, invoices and contracts; get electronic signatures; capture payments and manage backend business operations on-the-go. The vendor’s value proposition is that by utilizing the field app, client…

123PAS

123PAS

0 reviews

123PAS is a sales proposal automation software solution offered by 123Proposal Automation Software.

Meridian for Proposal Teams

Meridian for Proposal Teams is a sales proposal automation software solution offered by XRSolutions.

Proposal Studio

Proposal Studio is a sales proposal automation software solution offered by Jack In The Box.

Proposal Kit

Proposal Kit is a sales proposal automation software solution offered by Proposal Kit.