Are you running a business that requires preparing a lot of Proposal forms? If so, then yes it is a hard job to write content as well as fulfill all the requirements for creating a proposal.
Even after preparing a proposal, you can’t be 100% sure whether it will work to bring clients for your business or not.
But first, we need to understand what is a proposal software and how does it benefit your company.
What is a Proposal Management Software?
A Proposal Management Software is a software with a set of tools that are used by the sales team of various organizations to create proposals. This software automates the proposal writing as it contains pre-built templates and layouts of the proposal form.
Whether it is a Business Proposal, Contract or a Quotation, the proposal software will help you create all of these documents.
So, are you looking for one of the best Proposal Softwares to bring clients?
We have enlisted a few proposal software that will help you create proposals and present your services effectively.
1. Better Proposals
This proposal Software is equipped with more than 100 templates and is integrated with payment and e-signature features. It allows you to customize “Thank You” messages and the templates are responsive on both mobiles and tablets.
It is available in more than 22 languages and supports multiple currencies as well as taxes.
Features:
- E-Signatures
- PDF Export Facility
- Analytics and Notifications
- Custom Domain
- Google Fonts
Pros:
- Supports multiple currencies and taxes
- Live chat and Payment options are integrated
Cons:
- Does not support videos on their forms
Pricing:
They offer a free-14-day-trial. There are three paid plans available:
- Starter Plan: $13/user/month
- Premium Plan: $35/month (3 users included)
- Enterprise Plan: $90/month (3 users included and you can send unlimited proposals)
2. Proposify
Propopsify is proposal software that allows you to not only create proposals but also track them. Proposify has integrated its services with a few other businesses so that their clients can use tools such as generating invoices, linking deals, importing contacts, etc.
You can create online proposals that are mobile-friendly with adding videos (from Vimeo, YouTube, and Wistia) and client input forms too.
Features:
- Online E-Signatures
- Interactive Quoting
- Notifications and Metrics
- Content Library
- Pre-built Templates
Pros:
- Offers Online E-Signature facility
- Let’s you add videos on the proposals
Cons:
- It doesn’t offer client input forms or auto-reminders in the tall plan
Pricing:
They offer a free-14-day-trial. There are two paid plans available:
- Tall Plan: $19/user/month (with 5 proposals)
- Grande Plan: $49/user/month (with unlimited proposals)
You can also opt for a Venti Plan that requires you to contact their team and get the plan customized according to your use. (Minimum 10 members in sales required)
3. Proposable
This proposal software is equipped with a drag-and-drop feature which lets you drag-and-drop the items directly to your sales documents. Also with the Flexible Estimate block, you can present the items in an organized way and provide an estimated cost in the pricing catalog.
Proposal Analytics provides you a detailed report on the activities of your customer over your proposal.
Features:
- Drag-and-Drop facility
- Content Library
- Built-in E-Signatures
- Proposal Activity Stream
- Proposal Analytics
Pros:
- Allows unlimited Proposal delivery
- Offers SMS event notifications in all plans
Cons:
- Limitations on the number of users
Pricing:
They offer a free-14-day-trial. The paid plans are as below:
- Team Plan: $39/user/month (with 1 user)
- Enterprise Plan: $500/month (with 10 users)
4. Storydoc
Storydoc is an interactive proposal software with a distinctive scroll-based design and an option for AI generation. It comes with built-in analytics on how proposals are being read, and integrations with a suite of tools such as Salesforce, Gong, or Hubspot.
You can embed any type of content or widgets into Storydoc’s online proposals, such as videos, sign-up forms, or calendars.
Features:
- AI generator
- +500 templates for proposals or other business presentations
- Interactive elements and content embeds
- PDF converter
- Personalization
Pros:
- Integrated with CRMs proposals can be automated
- Can book meetings or fill out forms directly from the proposal
Cons:
- Can be expensive for self-serve
Pricing:
They offer a free-14-day-trial. There are two paid plans available:
- Starter: $30/user/month (save $120 with annual subscription)
- Pro: $45/user/month (save $180 with annual subscription)
You can also opt for a Teams Plan that includes studio design services by contacting their sales team.
5. Qwilr
Which one is a better option to create Proposals? PDF or Word? Forget the old-school tools because we now have software available for creating proposals.
Qwilr is such Software that comes with a Brand editor, Templates and Collaborative editing facility. It is also equipped with a Quote block and Payment block that allows the customers directly to generate quotes and make payments.
Features:
- Quote and Payment Blocks
- Collaborative Editing
- PDF Export
- Brand Editor and Google Fonts
- Email Support
Pros:
- They allow collaborative editing in a team
- You can protect proposal pages by passwords in Business and Enterprise plans
Cons:
- The Pro plan has limitations in the number of users (up to 3 only)
- They do not offer page analytics or e-signature facility in pro plan
Pricing:
They offer a free-14-day-trial. There are three paid plans available:
- Pro Plan: $12/user/Month
- Business Plan: $22/user/month
- Enterprise Plan: $49/user/month
6. Bidsketch
Ruben Gamez found Bidsketch in November 2009 in South Florida. It is a proposal management software with facilities like e-signature, proposal analytics, proposal templates, etc. that will help you create a professional proposal. It allows you to reuse the content, templates, pricing items and designs in order to minimize the time usage.
Features:
- Proposal Analytics
- Your Own Domain
- E-Signatures
- Real-Time Collaboration
- Team Management
Pros:
- Allows you to embed videos and pictures for online viewing of proposal forms
- Allows multiple members to work on the same project (Not applicable to solo plan)
Cons:
- Doesn’t allow you to change proposal layout
- Will require card details for a free trial
Pricing:
They offer a free-14-day-trial. There are three paid plans available:
- Solo Plan: $23/user/month
- Team Plan: $47/month (with real-time collaboration and team management)
- Business Plan: $119/month (up to 8 users)
7. Duuers
This proposal Software allows you to create a library for price-tables, images, videos, etc. The Live editing option allows you to edit or make corrections in the proposal form which you have already sent. Multiple users can use one account to create a proposal form.
Features:
- Drag-and-Drop content
- Content Library
- Live-Chat Tool
- Add Video
- Auto-updates and Follow-up
Pros:
- You can drag-and-drop the content in your form
- It also allows you to edit the proposal which is already sent
Cons:
- Just offers a single plan
Pricing:
They offer a free-14-day-trial. The paid plan costs $50/month.
8. GoProposal
GoProposal is a Proposal Software for Accountants that helps them with pricing and calculations. The Dynamic Pricing feature provides logical figures of the prices to the client which are not based on any assumptions. It allows you to customize the form in order to reflect your brand.
Features:
- Add Calculations and Pricing
- Client Facing Interface
- Regular Fee Reviews
- SSL Encryption
- Logo Variations
Pros:
- Allows you to add calculations in your proposal
- Allows form customization
Cons:
- Solo Plan only offers 5 proposals a month at a high price
Pricing:
They offer a free-30-day-trial. There are three paid plans available:
- Solo Plan: £60/month with a limitation of 1 user and 5 proposals a month
- Standard Plan: £120/month with 1-2 users and unlimited proposals a month
- Plus Plan: £180/month with 3-4 users and unlimited proposals a month
9. Nusii
This proposal Software allows you to add a custom domain and email address. So the brand name “Nussi” won’t appear on your proposal. You can also reuse the content in order to save time. With the PDF export option, you can download the online proposal form in a PDF Format.
Features:
- Unlimited Proposal Templates
- E-Signature Facility
- PDF Export
- Proposal Notifications
- Custom Domain
Pros:
- You can add a custom domain and email address
Cons:
- Limitations in the number of active proposals
Pricing:
They offer a free-14-day-trial. There are three paid plans available:
- Freelancer Plan: $29/user/month (5 active proposals)
- Professional Plan: $49/month (20 active proposals and no user limits)
- Business Plan: $129/month (50 active proposals and no user limits)
10. NiftyQuoter
This proposal software provides customizable templates to create a professional proposal form. It also lets you reply to the comments on the clients in real-time as well as the client-side text can be translated into another language.
You can also set an expiry date for the proposal form so that your clients can’t approve the expired proposal after a specific date.
Features:
- Drag-and-Drop Interface
- Automatic PDF Generation
- Multiple users in one account
- Proposal Analytics
- E-Signature
- SSL Encryption
Pros:
- Let’s you add pricing tables in the form
- Multiple Users can use one account
Cons:
- Doesn’t allow you to include video files in the proposals
Pricing:
They offer a free-14-day-trial. There are three paid plans available:
- Freelancer Plan: $19/month with one user allowed and 300 proposals/month
- Team Plan: $39/month with 2 users minimum and 600 proposals/month
- Business Plan: $89/month with 5 users minimum and 1000 proposals/month
Please note another user can be added at an extra cost of $15/user/month
11. Proposeful
Proposeful is proposal management software that allows you to add unlimited users into your account and reuse the templates. You can customize the templates and send the proposals via email or messaging. You may also generate a PDF of the online proposal form and share it or print it.
Only in the free plan, the proposals that you create will expire in 30 days. So, the clients won’t be able to take action on those proposals.
Features:
- PDF Export
- Supports and Works on any Device
- Customizable Templates
- Upload Images, Videos and HTML Contents
- Proposal Tracking
Pros:
- You can add unlimited users into your account
- Allows you to customize pre-made templates
Cons:
- Limitations in the number of proposals sent out per month
- Proposal create in a free plan expires in 30 days
Pricing:
There are five different plans available:
- Starter Plan: Free (With just 15 proposals/month and the proposals expiring in 30 days)
- Light+ Plan: $49/month (With 25 proposals/month)
- Large Plan: $90/month (With 50 proposals/month)
- Large+ Plan: $150/month (With 100 proposals/month)
- Large++ Plan: $240/month (With 200 proposals/month)
12. Quote Roller
This software is not only used for preparing business proposals but also for preparing quotations and contract documents. They use PandaDoc for document management which auto-calculates the taxes, margins, discounts as well as the totals to offer an accurate output.
Features:
- Document Assembly
- Real-Time Tracking
- Content Library
- E-Signatures
- Proposal Analytics
Pros:
- It is user-friendly and offers e-signature facility
Cons:
- Doesn’t have chat support
Pricing:
They offer a free-14-day-trial. There are two paid plans available:
- Individual Plan:$15/user/month
- Business Plan: $49/user/month
Apart from these, a customized plan for Enterprises is available on request for which you first need to book a demo.
13. Prospero
Prospero is a business proposal software that helps you build a professional proposal where you can add logos, pictures, videos, tables, etc. It has built-in content generation and reuse tools with readymade content for Designers, Developers, Writers and Video Artists.
Features:
- Built-in Content Generation
- Cloud Storage
- Proposal Analytics
- Customizable Templates
- Invoice Generation
Pros:
- Allows you to add logos, pictures, tables, videos, etc. to your proposals
Cons:
- Not much flexibility for pricing
Pricing:
They offer a 21 days trial at $1. If you opt to pay monthly, then it will cost you $8/month. But if you decide to pay annually, then it will cost you $5/month.
14. Offorte
This Proposal doesn’t need any installation. You can create the proposals online on any web browsers. The favorite library allows you to add the content and pages which are to be reused. Your clients can download the PDF file of the online proposal which they have received from your side.
Features:
- Online Question and Acceptance Facility
- Statistics and Notifications
- PDF Export
- Favorites Library
- Runs on all Web Browsers
Pros:
- You can create the proposals online (No installation required)
- Allows you to insert automatic tags with client details in the proposals
Cons:
- Only two different layout options available
Pricing:
They offer a free-14-day-trial. There are two paid plans available:
- Standard Plan: €15/month (1 user)
- Premium Plan: €35/month (5+ users)
15. QuoteCloud
QuoteCloud Sales Proposal Software also lets you built Sales Quotes apart from proposals and contracts. It has built-in e-signature and payment control. You will receive push and email notifications as the proposals are opened or read. It also allows you to set an auto-reminder to send emails to your client directly after a specific interval of time.
Features:
- Content Libraries and Content Locking
- Drag-and-Drop Interface
- Sales Analytics
- Pricing Tables and Product Catalogues
- Built-in Customer Address Book
- SSL Encryption
Pros:
- They also allow paying per day
- PDF document embedding option available
Cons:
- No options available in pricing plans
Pricing:
They offer a free-14-day-trial. The Starter Plan costs $43.50/month with 3 users included. After this, the price for each additional user will be $14.50/month. Apart from this pricing, you can request a sample quotation.
16. QuoteWerks
QuoteWerks is a Sales Quoting and Proposal Software that helps you create quotes, orders and invoices along with professional proposals.
Apart from the features listed under the below section, there are four optional add-ons available:
- Real-Time Module (Integrated with IT Distributors, Real-Time Tax rates lookup and Shipping rates)
- Content Subscription (Gives access to IT Industry products and product pictures)
- QuoteValet Subscription (Informs you when clients view or read your quotes)
- QuoteWerks Web Subscription (Allows to access QuoteWerks in a Web Browser)
Features:
- CRM and PSA Integrations
- Accept Online Payments
- Peer Review and Approvals
- Shopping Cart
- Accounting Integrations
Pros:
- QuoteWerks Web allows you to access and edit quotes in the browser itself if you are working remotely
Cons:
- Does not offer a trial plan
- The position of the tabs can’t be changed in the software
Pricing:
They offer a free trial as well as a 30-day-money-back-guarantee once you buy this software. There are three paid plans available:
- Standard Edition: $13.75/user/month
- Professional Edition: $18.33/user/month (with Standard CRM integration)
- Corporate Edition: $26.58/user/month (with Advanced CRM integration)
17. iQuoteXpress
The CPQ Software (Configure, Price, Quote) has custom templates, tracking, quote approval system, etc. apart from the proposal creation and delivery.
The Contact Management section allows you to store unlimited contacts. Not only it keeps the records of historical data for specific contact but it also allows you to manage discounts for a specific contact.
Features:
- Discount Administration
- Product Search Engine
- Document Library
- Unlimited Contact Storage
- CPQ and CRM Integrations
Pros:
- No limitation on the number of contacts you store
- Allows you to create calculators in Proposals
Cons:
- We tried really hard, but could not find one. Still, we find it a little bit expensive.
Pricing:
There are two paid plans available:
- Standard Plan: $39/user/month (5 users at max)
- Professional Plan: $59/user/month (more than 3 users required)
Apart from available plans, you can also contact their sales team to get a custom quote.
Benefit of having a Proposal Software for your Company
Your sales team has to approach numerous clients every day. For that, they have to create proposals for each of them. It is a very tedious job to write proposals for each and every client.
What if there is a solution to that? What if there are ready-made templates available where you can just drag-and-drop the content you need? Won’t it save you time?
It will. And Yes, the proposal software does the same. They have in-built templates and are equipped with tools that will help you generate invoices, add tables and calculate on behalf of you. This will save you time.
Thus, you can focus better on clients and reach more people in less duration.
Our Verdict
And thus, we come to the end of the list consisting of some of the best proposal software in 2019. You see, creating a list is always helpful because you can easily get an overview of all the available options.
While making a proposal form, keep in mind certain steps to follow that will help you to create a good proposal to present in front of the clients.
Better Proposals
We suggest you should try using Better Proposals.
Although it doesn’t support video files, it supports 22 different languages, it has 100+ built-in templates, integrates payment option as well as offers live chat support.
Anyways, all these proposal software are there at your service to help you make business proposals that you can present to your clients.
Tell us which software will you use to help your team. Please leave a comment below, we would like to know what you think.
