Comparative Analysis of Leading Proposal Management Software
By Unknown Author | Published: Not Applicable | Category: Proposal Management Software
About Proposal Management Software
Proposal management software helps businesses streamline the creation, sending, tracking, and management of proposals, quotes, and other sales documents. These tools aim to improve efficiency, consistency, and win rates.
Scoring Criteria
- → Feature Set
- → Ease of Use
- → Integrations
- → Collaboration
- → Pricing/Value
- → Support
The Best Proposal Management Software
#10
Conga CPQ (includes Conga Composer)
By Conga
Enterprise-grade Configure, Price, Quote (CPQ) solution often used with Salesforce for complex quoting, proposals, and contract generation.
Platforms & Use Cases
Platforms: Web (primarily Salesforce integrated)
Best For: Complex Quoting, Guided Selling, Contract Management, Document Generation, Enterprise Sales
Key Features
- ✓Configuration Engine: Handles complex product configurations and pricing rules. (High)
- ✓Document Generation (Composer): Generate polished proposals, quotes, and contracts from CRM data. (High)
- ✓Workflow Automation: Automate approvals and downstream processes. (High)
- ✓Salesforce Integration: Native or tight integration with the Salesforce platform. (High)
- ✓Contract Lifecycle Management: Often bundled or integrates with CLM capabilities. (Medium)
Scorecard (Overall: 7.2 / 10.0)
Pricing
Custom
Contact Vendor
- Based on specific modules (CPQ, Composer, CLM)
- User count
- Integration needs
Limitations: Requires custom quote, Targets mid-market and enterprise, Can be complex and expensive
Pros
- + Powerful CPQ capabilities for complex products/pricing
- + Robust document generation engine
- + Deep Salesforce integration
- + Scalable for enterprise needs
Cons
- - Complex to implement and manage
- - High cost
- - Primarily suited for organizations already using Salesforce
- - Steeper learning curve
Verdict
"An enterprise-focused CPQ and document generation solution, ideal for large organizations with complex sales processes, particularly those heavily invested in the Salesforce ecosystem."
#9
QuoteWerks
By Aspire Technologies, Inc.
Specialized quoting and proposal software designed for IT service providers, VARs, and MSPs, integrating with distributors.
Platforms & Use Cases
Platforms: Desktop (Windows), Web (limited functionality)
Best For: Sales Quotes, IT Proposals, Managed Services Agreements, Product Sourcing
Key Features
- ✓Product Content & Sourcing: Integrates with IT distributors for real-time pricing and availability. (High)
- ✓Configurator: Build complex quotes with bundles and configurations. (High)
- ✓CRM/PSA Integration: Deep integration with popular CRM and PSA systems (e.g., ConnectWise, Autotask). (High)
- ✓Quote Delivery & Tracking: Deliver quotes electronically with tracking and e-signature options via QuoteValet. (Medium)
- ✓Reporting: Detailed sales and quoting reports. (Medium)
Scorecard (Overall: 6.8 / 10.0)
Pricing
Standard
$15.00 / monthly
- Basic quoting
- Contact management integration
Limitations: Per user, Desktop only, Limited features
Professional
$20.00 / monthly
- Standard features
- Product database features
- Advanced layout designer
Limitations: Per user, Desktop only, Additional modules extra
Corporate
$29.00 / monthly
- Professional features
- Links/Bundles
- Advanced integrations
Limitations: Per user, Desktop only, QuoteValet module required for web delivery/eSign is extra
Pros
- + Excellent for IT quoting and sourcing
- + Deep integration with distributors and PSA/CRM tools
- + Powerful configuration options
- + Established product
Cons
- - Primarily Windows desktop-based
- - Interface feels dated
- - Can become expensive with add-on modules (like QuoteValet for web proposals/eSign)
- - Steeper learning curve
Verdict
"The go-to choice for IT service providers (VARs, MSPs) needing tight integration with distributors and PSA systems for complex quoting, though less modern than web-native proposal tools."
#8
Bidsketch
By Bidsketch LLC
Web-based proposal software helping users create professional client proposals quickly using reusable content.
Platforms & Use Cases
Platforms: Web
Best For: Sales Proposals, Freelance Quotes, Service Agreements
Key Features
- ✓Content Reuse: Easily save and reuse content sections, fees, and designs. (High)
- ✓Electronic Signatures: Collect secure electronic signatures on proposals. (High)
- ✓Optional Upsells: Include optional items or services clients can select. (Medium)
- ✓Proposal Analytics: Track proposal views and receive notifications. (Medium)
- ✓Custom Domain: Host proposals on your own domain. (Medium)
Scorecard (Overall: 6.3 / 10.0)
Pricing
Solo
$29.00 / monthly
- Unlimited Proposals & Clients
- eSignatures
- Templates
- 1 User
Limitations: Limited integrations, Single user
Team
$79.00 / monthly
- All Solo features
- Team Collaboration
- Proposal Analytics
- 3 Users
Limitations: Fewer features than some competitors
Business
$149.00 / monthly
- All Team features
- Custom Domain Hosting
- Salesforce Integration
- 8 Users
Limitations: Integration options less extensive
Pros
- + Simple and fast proposal creation
- + Good content reuse capabilities
- + Includes eSignatures
- + Optional upsell feature
Cons
- - Dated interface compared to newer tools
- - Limited integrations
- - Analytics less detailed than competitors
Verdict
"A solid, straightforward tool for creating proposals quickly, especially effective for users who frequently reuse content sections."
#7
Nusii
By Nusii
Proposal software designed for creative agencies and freelancers, focusing on simplicity and speed.
Platforms & Use Cases
Platforms: Web
Best For: Creative Proposals, Freelance Contracts, Agency Pitches
Key Features
- ✓Simple Editor: Clean interface focused on rapid proposal creation. (Medium)
- ✓Content Library: Reusable sections and templates. (Medium)
- ✓Tracking & Notifications: Know when proposals are opened and viewed. (Medium)
- ✓Variables: Use custom variables for easy personalization. (High)
- ✓Integrations: Connects with chat, CRM, and project management tools. (Low)
Scorecard (Overall: 6.7 / 10.0)
Pricing
Freelancer
$29.00 / monthly
- 5 Active Proposals
- Unlimited Templates
- Basic Analytics
- 1 User
Limitations: Limited active proposals
Agency
$49.00 / monthly
- 20 Active Proposals
- Custom Branding
- Content Library Sections
- Multiple Users
Limitations: Limited active proposals
Business
$129.00 / monthly
- Unlimited Active Proposals
- Advanced Analytics
- Custom Domain
- Team Features
Limitations: Higher price point
Pros
- + Extremely easy to use
- + Fast proposal creation workflow
- + Clean interface
- + Good for freelancers and small creative teams
Cons
- - Limited feature set compared to leaders
- - Fewer integrations available
- - Active proposal limits on lower tiers
Verdict
"A great option for freelancers and small creative agencies prioritizing speed and simplicity over extensive features and integrations."
#6
Better Proposals
By Better Proposals Ltd
Web-based software focused on creating high-converting, trackable online proposals quickly.
Platforms & Use Cases
Platforms: Web
Best For: Sales Proposals, Quotes, Contracts, Client Onboarding
Key Features
- ✓Proposal Editor: Simple editor with pre-designed templates. (Medium)
- ✓Tracking & Analytics: Real-time notifications and detailed analytics on opens and views. (High)
- ✓Online Signatures: Built-in legally binding electronic signatures. (High)
- ✓Payment Integrations: Accept payments directly through proposals (Stripe, PayPal, GoCardless). (High)
- ✓Template Marketplace: Access to a library of ready-to-use proposal templates. (Medium)
Scorecard (Overall: 7.3 / 10.0)
Pricing
Starter
$19.00 / monthly
- 10 Proposals per month
- Templates
- Analytics
- eSignatures
Limitations: Limited proposal volume, Basic integrations
Premium
$29.00 / monthly
- 50 Proposals per month
- Payment integrations
- Custom domain
- Content library
Limitations: Per user pricing
Enterprise
$49.00 / monthly
- Unlimited Proposals
- Advanced integrations
- API access
- Team features
Limitations: Per user pricing
Pros
- + Very easy to use and set up
- + Excellent tracking and notifications
- + Integrated payments
- + Good value for smaller teams
Cons
- - Editor less flexible than some competitors
- - Collaboration features are basic
- - Fewer integrations than top-tier platforms
Verdict
"A straightforward and effective tool for individuals and small teams needing to create, send, and track proposals quickly with integrated signatures and payments."
#5
Loopio
By Loopio Inc.
Response management software specializing in streamlining RFPs, security questionnaires, and sales proposals through content library automation.
Platforms & Use Cases
Platforms: Web
Best For: RFP Responses, Security Questionnaires, Sales Proposals, Knowledge Management
Key Features
- ✓Content Library: Centralized, searchable library for managing response content. (High)
- ✓Automation Engine (Magic): Automatically fills answers based on library content. (High)
- ✓Collaboration Tools: Assign questions, track progress, manage reviews and approvals. (High)
- ✓Project Tracking: Dashboard views for managing multiple response projects. (Medium)
- ✓Integrations: Connects with CRM, communication, and storage platforms. (Medium)
Scorecard (Overall: 8.0 / 10.0)
Pricing
Custom
Contact Vendor
- Scalable plans based on needs
- Content automation
- Collaboration suite
- Integrations
Limitations: Requires custom quote, Primarily targets mid-market and enterprise
Pros
- + Excellent content library and automation features
- + Streamlines complex response processes
- + Strong collaboration capabilities
- + Good user interface
Cons
- - Pricing geared towards larger teams/enterprises
- - May require significant initial effort to populate content library
Verdict
"A strong competitor in the RFP and response management space, particularly effective for teams needing to manage and reuse large volumes of response content."
#4
Responsive (formerly RFPIO)
By Responsive
AI-powered strategic response management platform excelling at complex RFP responses, security questionnaires, and proposals.
Platforms & Use Cases
Platforms: Web
Best For: RFP Responses, Security Questionnaires, DDQ, Sales Proposals, Knowledge Management
Key Features
- ✓AI Assistant: Suggests answers based on past responses and knowledge base. (High)
- ✓Content Library (Answer Library): Central repository for Q&A pairs, reusable content, and company information. (High)
- ✓Collaboration Workflow: Tools for assigning tasks, tracking progress, and managing approvals. (High)
- ✓Import/Export: Handles various document formats for questions and responses. (High)
- ✓Reporting & Analytics: Tracks response progress, content usage, and win rates. (Medium)
Scorecard (Overall: 8.0 / 10.0)
Pricing
Custom
Contact Vendor
- Varies based on company size, usage, modules needed
- AI capabilities
- Integrations
- Collaboration tools
Limitations: Requires custom quote, Generally targets mid-market to enterprise
Pros
- + Market leader for complex RFP and security questionnaire responses
- + Powerful AI and content management features
- + Excellent collaboration tools
- + Scalable for large organizations
Cons
- - Can be complex to set up and learn
- - Pricing is high and targeted at larger companies
- - Might be overkill for simple sales proposals
Verdict
"The top choice for organizations frequently dealing with complex RFPs, RFIs, and security questionnaires, offering powerful AI and collaboration features."
#3
Qwilr
By Qwilr Pty Ltd
Software for creating interactive and visually stunning proposals and sales documents presented as web pages.
Platforms & Use Cases
Platforms: Web
Best For: Interactive Proposals, Sales Quotes, Client Updates, Presentations
Key Features
- ✓Interactive Web Pages: Creates proposals as responsive web pages instead of static PDFs. (High)
- ✓Block Editor: Modular building block editor for easy customization. (High)
- ✓Analytics: Tracks views, engagement, and acceptance. (High)
- ✓Integrations: Integrates with CRMs, accounting software, and chat tools. (Medium)
- ✓Configurable Pricing: Interactive pricing tables with optional items. (High)
Scorecard (Overall: 7.7 / 10.0)
Pricing
Business
$35.00 / monthly
- Unlimited active Qwilr pages
- Custom domain
- Core integrations
- e-Signatures
Limitations: Per user pricing, 3 user minimum
Enterprise
$59.00 / monthly
- Advanced integrations (Salesforce)
- Audit log
- API Access
- Team permissions
Limitations: Per user pricing, 10 user minimum
Pros
- + Creates beautiful, interactive web-based proposals
- + Excellent user experience
- + Good analytics
- + Unique presentation format
Cons
- - Minimum user counts on plans can be restrictive for small teams
- - Less focused on traditional document management
- - Integration options good but not as extensive as some competitors
Verdict
"Ideal for businesses wanting to stand out with modern, interactive proposals that function like webpages, especially valuable for creative agencies and tech companies."
#2
Proposify
By Proposify Inc.
Proposal software focused on design, consistency, and closing deals, with features for sales teams.
Platforms & Use Cases
Platforms: Web
Best For: Sales Proposals, Client Onboarding, Business Pitches, Brand Consistency
Key Features
- ✓Design Editor: Flexible editor focused on creating visually appealing proposals. (High)
- ✓Content Library: Centralized library for text snippets, fees, images, and sections. (High)
- ✓Metrics & Tracking: Track proposal views, section views, and acceptance rates. (High)
- ✓Roles & Permissions: Control user access and maintain brand consistency. (Medium)
- ✓Integrations: Connects with popular CRMs and project management tools. (Medium)
Scorecard (Overall: 7.8 / 10.0)
Pricing
Team Plan
$49.00 / monthly
- Unlimited Documents
- Standard Integrations
- Content Library
- Custom Fields
Limitations: Per user pricing
Business Plan
Contact Vendor
- Premium Integrations
- Approval Workflow
- Salesforce Integration
- Roles & Permissions
Limitations: Requires custom quote, Minimum user count may apply
Pros
- + Strong focus on proposal design and branding
- + Good collaboration features
- + Helpful content library for consistency
- + Detailed analytics
Cons
- - Interface can be complex initially
- - Pricing structure primarily targets teams
Verdict
"A great choice for teams prioritizing visually impressive, consistent proposals with robust tracking and content management."
View Top Ranked Software
Watch a short ad to unlock the details for the #1 ranked software.
#1
PandaDoc
By PandaDoc Inc.
An all-in-one tool for creating, sending, tracking, and e-signing proposals and contracts, strong on document workflow automation.
Platforms & Use Cases
Platforms: Web, iOS, Android
Best For: Sales Proposals, Quotes, Contracts, eSignatures, Document Tracking
Key Features
- ✓Document Editor: Drag-and-drop editor with templates and content library. (High)
- ✓eSignatures: Legally binding electronic signatures built-in. (High)
- ✓Analytics: Real-time tracking of document opens, views, and time spent. (High)
- ✓Integrations: Connects with various CRMs, payment gateways, and other business tools. (High)
- ✓Content Library: Store and reuse approved content blocks, images, and pricing. (Medium)
Scorecard (Overall: 8.5 / 10.0)
Pricing
Free eSign
Contact Vendor
- Unlimited eSignatures
- Payments
- Mobile App
Limitations: Limited document creation
Essentials
$19.00 / monthly
- Templates
- Rich media drag & drop editor
- Document analytics
- Pricing tables
Limitations: Per user pricing
Business
$49.00 / monthly
- CRM integrations
- Content library
- Custom branding
- Approval workflows
Limitations: Per user pricing
Enterprise
Contact Vendor
- SSO
- API access
- Dedicated support
- Advanced user management
Limitations: Requires custom quote
Pros
- + Intuitive user interface
- + Robust feature set including eSignatures
- + Excellent tracking and analytics
- + Wide range of integrations
Cons
- - Can become expensive for larger teams
- - Some advanced features locked behind higher tiers
Verdict
"Excellent all-around proposal and document automation tool, particularly strong for sales teams needing integrated eSignatures and tracking."
Author information could not be loaded for this review.
Final Thoughts
The proposal management software landscape offers diverse solutions, from straightforward proposal creation tools to complex RFP response platforms and enterprise CPQ systems. Key differentiators include ease of use, integration depth (especially with CRMs), collaboration features, analytics, eSignature capabilities, and specialized functions like AI-driven content suggestions or product configuration. Selection depends heavily on team size, proposal complexity, technical expertise, and budget.