4 Best Proposal Software

Proposal software is a must-have if you want to get that “yes” from your potential client in no time.

Most businesses don’t realize how important business proposal software is to their sales. Proposal software is a solution that will entirely automate the process of proposal creation and management and will also perform the complicated activities complex that comes with it quickly and effectively.

On this page, we’ll explore which business proposal software alternatives are the best?  But before that let’s first understand what exactly is proposal software and why do you need one?

What is a Proposal Management Software?

You spend countless hours of time in writing a sales proposal- collaborating with the key stakeholders for outlining the scope of services, developing timelines, estimating the cost, and implementing recommendations.

After all the hassle you finally send it out to your potential client and after sending it off you keep wondering whether the recipients ever opened your proposal?

And with each prospect, you repeat the exact same cycle. 

You know there is a simpler way to efficiently control the proposal creation process – A proposal management software.

It’s a tool that helps you streamline the sales proposal process, right after the prospect is identified as closing a deal with it. It involves creating proposals, collaboration with the team, managing proposal content, sending & tracking proposals, checking performance using a proposal dashboard.

Why do you need proposal software?

Here are the top 3 and probably the strongest reasons why you should use an online proposal software, 

1. To Speed Fast the Proposal Process

Proposal management software can automate and speed fast the entire sales process right from developing impressive proposals with the help of templates to obtaining approvals from the key stakeholders or informing them about pending approvals or sending smart notifications whenever the client interacts with the proposal.

 

2. Better Collaboration with the Team 

With a proposal software, everyone can refer to one single copy of the proposal, where anyone from the proposal creation team can add their comment or update the proposal directly. There won’t be any misleading file-sharing or an email trail. You can invite colleagues and even remotely collaborate with them easily.

 

3. Tracking and Managing Various Proposals in the Different States

With proposal software, you will be able to know the real-time status of your proposal like when your client has opened the proposal, how many times s/he has opened it, which section s/he has spent more time on. Inputs like these will allow you to time your follow-ups in the most precise way.

Best Proposal Softwares

Here are our top 4 picks

  • Fresh Proposals
  • Qwilr
  • Pandadoc
  • Proposify

1. Fresh Proposals

Fresh Proposals

Fresh Proposals is proposal software that simplifies the creation and management of business winning documents like business proposals, statements of work, agreements, contracts, engagement letters, and more.

The tool is packed with features like e-signature that help your firm in streamlining the efforts of signing, documenting, and finalizing numerous business documents in a timely and effective manner.  proposal analytics and insights that let you know about how prospects are interacting with your proposals, collaboration to help you stay on top of your conversations, email composer studio where you can create email templates or re-use the existing email templates about sending proposals, reminding or thanking the client.

Key Features

Predesigned templates: 

The tool gives you a great head-start with ready-made, industry-specific sales proposal templates which save many hours

Proposal analytics and insights

It provides precise intelligence to help you track client interaction with the proposal

Interactive quotation/pricing

Interactive pricing is the one important factor of a successful business proposal. Fresh Proposals lets you send interactive quotations to your clients.

Electronic signature

Fresh Proposals offers a built-in electronic signature that your prospective client can use to sign its name online to accept and approve your proposal legally.

Proposal PDFs

Fresh Proposals allows you to download a proposal PDF for future reference so that you can save the proposal copy for further legal purposes.

Collaboration

Fresh Proposals allows online collaboration with the team and managers. 

Pricing

  • Free Trial is available
  • Subscription starts from $18/month/user

2. Qwilr

Qwilr is a tool that believes the future of documents is online. It’s a simple and intuitive quoting and proposal software that helps the sales team sell more and look better with minimal effort. It enables you to create professional-looking business documents, sales proposals, quotes, contracts, and client updates.

Key Features

  • User-friendly editor
  • Mobile-friendly documents
  • PDF export
  • Premium stock images and video library
  • Easy integration with 3rd party CRMs
  • E-signature

Pricing

  • Business- $75 USD/month
  • Enterprise- $490 USD/month

3. Pandadoc

If you are looking to improve your document workflow, increase sales productivity and deliver an amazing experience to your customers then Pandadoc is the tool for you. Not only it help your sales team to create beautiful sales documents but it also provides all the sales insights.

 

Key Features

  • Customizable templates
  • Document analytics
  • E-signature
  • Quote management
  • Image library
  • Email integration
  • Real-time commenting and collaboration

Pricing

  • Free Trial is available
  • Subscription starts from $19/month/user

4. Proposify

Proposify is online proposal/quoting software that helps you build online proposals, quotes, contracts that close faster. It not only helps you deliver a seamless experience to your customers with e-signature but it also makes your sales team powerful by providing all the sales insights.

Key Features

  • Customizable templates
  • Document collaboration
  • E-signature
  • Alerts and notifications
  • CRM integration
  • Proposal analytics and insights

Pricing

  • Free Trial is available
  • Subscription starts from $19/month/user

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