Are you looking for the best proposal software? You’re in luck! We have compiled a comprehensive list of the best solutions so that you can make an informed decision.
These tools are ranked based on features, cost, customer support, ease of use, and overall value. Whether you are a small business, a freelancer, or an enterprise, you can find the right software to fit your needs.
From cloud-based solutions to desktop options, this list has something for everyone. So let’s dive in and discover the best proposal software!
What is Proposal Software?
Proposal software is a tool used to create and manage business proposals. It helps streamline gathering customer requirements, creating custom documents, and tracking responses. Some proposal software provides project management capabilities such as task tracking, budget planning, and collaboration tools.
The best Proposal Software:
- Wrike
- HoneyBook
- Google Slides
- PandaDoc
- Proposify
- RFPIO
- InDesign CC
- Better Proposals
- QuoteWerks
Wrike
Wrike is a powerful proposal management software solution designed to help teams of all sizes manage complex proposal requirements. It offers an intuitive work management system with tasks, subtasks, folders, and dashboards that can be customized according to each user’s needs. Wrike provides a streamlined approach to creating winning proposals by encouraging collaboration between team members, organizing tasks and files, and automating the approval process.
In addition to organization and collaboration tools, Wrike offers a range of custom proposal creation templates to help simplify the proposal writing process. With access to over 400 integrations, users can seamlessly connect with Microsoft, Slack, Google, Dropbox, Salesforce, and Marketo – giving teams the confidence they need to deliver successful proposals.
Price
Starting from $9.80/user/month
Key Features
- Work management tools
- Task, folder, and dashboard customization
- Proposal creation templates
- Over 400 integrations
- Document collaboration
HoneyBook
HoneyBook is a cloud-based proposal management software tool specifically designed for small businesses. It offers powerful features like project and client management, lead capture, automated follow-up notifications, task reminders, invoice tracking, and payment acceptance capabilities. The software’s easy-to-use modern interface helps business owners streamline their processes from inquiry to invoice.
With HoneyBook, users can quickly respond to clients through automated follow-ups and personalized templates. Automated payment reminders can be sent, as well as task reminders that are based on the project timeline. Business owners can view and track different stages of their projects easily and keep invoices, contracts, and other documents all in one place.
HoneyBook can be used by various businesses, including creatives, entrepreneurs, freelancers, hospitality providers, health professionals, and small business owners who must create proposals quickly and provide outstanding customer service.
Price
Starting from $9/user/month
Key Features
- Project and client management
- Lead capture
- Automated follow-up notifications
- Task reminders
- Invoice tracking and payment acceptance
- Personalized templates
- Automated payment reminders
Google Slides
Google Slides is a powerful tool for creating presentations that effectively display data and engage audiences. It’s free to use, web-based, and has various features, including pre-designed templates and mobile app access. With its intuitive user interface, Google Slides makes it easy to create stunning slideshows in minutes.
Google Slides is integrated with other Google Drive products and third-party apps through the G Suite Marketplace, allowing users to add extra features as needed. With its wide range of integrations, creating presentations with various dynamic elements such as videos, audio, images, and more is possible. It also supports collaboration within teams, making it easier to create proposals together.
Google Slides also includes a range of proposal templates, allowing users to easily customize their presentation slides and quickly start creating professional-looking proposals.
Price
Free
Key Features
- Pre-designed templates
- Mobile app access
- Integrations with G Suite Marketplace
- Dynamic elements such as videos and audio
- Collaboration options within teams
- Proposal templates for customization.
PandaDoc
PandaDoc is a cloud-based proposal software solution designed to help teams create, send, and sign documents quickly and securely. The software features various tools for managing the proposal creation process, from creating proposals to tracking their progress through the sales funnel. It also includes powerful analytics capabilities that can measure the performance of different documents and proposals.
PandaDoc includes a range of proposal templates that can be customized according to the user’s needs. Users can easily add logos, images, videos, and other multimedia elements to create engaging documents. The software also offers an eSignature feature that lets users quickly send documents for signing in with just a few clicks. PandaDoc also has an integrated CRM system that allows sales teams to manage their contacts, track deals, and share documents securely with clients.
Price
Starting from $19/user/month
Key Features
- Proposal creation and management
- Analytics capabilities
- Proposal templates
- Multimedia elements
- eSignature feature
- Integrated CRM system.
Proposify
Proposify is a cloud-based proposal software solution designed to help businesses create and manage professional proposals quickly. The software includes various tools for creating stunning proposals with custom designs, content, and images. It also includes an integrated CRM system that allows users to store customer information and quickly create personalized proposals for each client.
Proposify also offers a range of proposal templates that can be customized according to the user’s needs. It also includes automated payment reminders, task reminders, and lead capture capabilities. With its intuitive user interface, Proposify makes it easy to create engaging proposals in minutes.
Price
Starting from $19/user/month
Key Features
- Proposal creation and management
- Integrated CRM system
- Proposal templates
- Lead capture capabilities
- Automatic payment reminders
- Task reminders.
RFPIO
RFPIO is an automated request-for-proposal system used by some of the biggest names in the industry – including Microsoft, Adobe, and Zoom. It offers high-quality import and export functionality, project management solutions, CRM integrations, an easy-to-use design interface, and a dynamic repository called the Answer Library.
The Answer Library is a great asset for businesses, as it helps to speed up and accurately create proposal templates from previously used content. It also allows for hands-off collaboration between multiple parties, providing information based on their access levels. In addition, integrations such as Salesforce, Dynamics CRM, and Hubspot allow RFPIO to have an even greater impact.
Price
RFPIO offers pricing by contact.
Key Features
- Project management solutions
- CRM integrations
- Answer Library for quickly creating proposal templates
- Easy-to-use design interface
- Integrations with Salesforce, Dynamics CRM, and Hubspot.
InDesign CC
InDesign CC is a powerful desktop application used by professional designers and publishers. It has various features for creating stunning proposals with custom layouts, graphics, images, and text. InDesign also includes a library of proposal templates that can be customized according to the user’s needs.
The software also allows for effective collaboration between multiple parties when creating proposals. It also allows users to easily export documents as PDFs or other formats to share them with clients quickly and securely.
Price
InDesign CC is available for a monthly fee of $20.99.
Key Features
- Proposal creation and management
- Proposal templates
- Custom layouts, graphics, and images
- Collaboration between multiple parties
- Easy document export.
Better Proposals
Better Proposals is an efficient proposal management solution enabling users to pick and customize their proposals’ cover page and internal documentation. With its creative Marketplace, users can select from a wide range of pre-made templates and designs or create their unique proposal design from scratch.
Unlike other proposal management solutions, better Proposals offers helpful features such as analytics, notifications, digital signatures, and AI-assisted proposals. It is also one of the top choices for the Value for Dollar category due to its low barrier to entry cost-wise, making it ideal for small businesses.
Better Proposals has many integrations, including Active Campaign, Agile CRM, Base, Capsule, Close, Freshsales, Highrise, Hubspot CRM, and many others. It also offers Zapier bundled-in for users subscribed to their Premium or Enterprise Plan, which opens up 1500+ more options.
Price
Starting from $27/month for the Basic plan.
Key Features
- Proposal creation and management
- Analytics, digital signatures, and notifications
- AI-assisted proposals
- Wide range of integrations, including Zapier.
QuoteWerks
QuoteWerks is a powerful and reliable proposal software solution for businesses of all sizes. It promises to make the proposal creation process easier, faster, and more accurate. This software comes with a library of proposal templates that can be customized according to the user’s needs and an easy-to-use drag-and-drop interface.
QuoteWerks also offers features such as integration with other software programs, automatic document delivery, and a proposal process workflow so that businesses can be sure their proposals are accurate and on time. It also allows for collaboration between multiple departments and people, ensuring the entire sales process is efficient and productive.
Price
QuoteWerks offers the price per user, starting at $59/month for the Professional plan.
Key Features
- Proposal creation and management
- Integration with other software programs
- Library of proposal templates
- Automatic document delivery
- Drag and drop interface.
Final Thought!
Finding the right proposal management software can be daunting, but with the 9 Best Proposal Software of 2023 (Ranked for Business), you can find the right one that suits your needs and budget. Whether you are looking for a simple yet efficient proposal tool or a more advanced solution, this 9 Software will help you create effective proposals quickly and efficiently. Pick the best one for your business and simplify your proposal process. Good luck!
FAQs
How do I find the right proposal software solution for my business?
Our 9 Best Proposal Software of 2023 (Ranked for Business) can help you find your business’s best proposal software solution. You can compare the features and pricing of each solution and choose the one that fits your needs and budget.
What features should I look for in business proposal software?
When selecting a business proposal software, you should look for features such as proposal creation and management, integration with other software programs, a library of proposal templates, automatic document delivery, and a drag-and-drop interface.
What are the benefits of using proposal management software tools?
Proposal management software tools can help you streamline the proposal process and make it more efficient. These tools also provide features such as analytics, notifications, digital signatures, and AI-assisted proposals to ensure your proposals are accurate and on time.
How can I create effective proposals quickly?
With the 9 Best Proposal Software of 2023 (Ranked for Business), you can create effective proposals quickly and efficiently. This software comes with a library of proposal templates that can be customized according to your needs and an easy-to-use drag-and-drop interface. You can also use features like integration with other software programs, automatic document delivery, and a proposal process workflow.
What is the best proposal software for sales teams?
QuoteWerks is one of the 9 Best Proposal Software solutions available in 2023 that is designed specifically for sales teams. This software comes with a library of proposal templates that can be customized according to the user’s needs and an easy-to-use drag-and-drop interface.
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