Key takeaways
Well-crafted proposals allow you to clearly communicate your offer and close deals.
Creating, managing, and delivering proposals manually is time-consuming, inefficient, and error-prone, especially when you are under pressure and juggling sales calls and creating proposals.
Proposal software packs features such as customizable templates, collaboration tools, and third-party app integrations to streamline your workflow, save time and elevate the quality of your proposals.
This article explores the best sales proposal software for businesses looking to improve their proposal generation process. It covers key features, pros and cons, and pricing plans to help you select the best tool for your business.
Features Your Proposal Software Must Have
You can create proposals with old-school word processors like Microsoft Word or Google Docs. So why switch to dedicated proposal software?
Ease of use
It’s like comparing a toolbox to a cordless electric screwdriver: the former is a collection of tools to help you build houses, wire electrical cables, and everything in between, while the latter is designed for a specific purpose.
Proposal software helps you create professional, customized, and functional proposals with minimal effort. When you use a proposal software, you can focus on the content and design rather than all the mundane software-related features in general-purpose software that slow you down. You can do everything from one window rather than continuously switching between multiple apps to create, store, send, or sign proposals.
Proposal software offers unmatched scalability. To send the same proposal to different prospects, use dynamic information features like Docupilot’s bulk send to create and deliver multiple proposals at the click of a button.
Template library
Building each proposal from scratch is inefficient and wholly impractical. Your proposal software should include a template library to speed up proposal creation. This will allow you to pick a template, make the necessary changes, and create the first draft with minimum fuss and effort.
Customization
Each client has unique requirements, and not every proposal will fit an existing template. Your proposal tool must allow for easy customization of templates and the creation of new ones to meet specific needs effectively.
Integrations
Proposal software must integrate with other apps for specific features and functionality, such as electronic signatures, email, online storage, or CRM. Select software that supports out-of-the-box integrations with your existing tech stack when picking a tool.
Top Proposal Software: A Quick Overview
Top Proposal Software for 2025
Docupilot
Docupilot is a powerful document automation platform businesses can use to create proposals, quotes, contracts, agreements, purchase orders, invoices, and more. Its strength lies in its advanced template customization and bulk generation features to create highly customized proposals.
You can also build custom templates, or upload existing templates and customize them. Dynamic images, maps, tables, numerical calculations, and basic and advanced conditions statements are only some of the available features you can use to build proposals and supporting collateral.
Features optimized for proposal creation, affordable credit-based pricing, and access to the full software feature set for all pricing plans help Docupilot stand out from competing proposal software. Businesses can adopt it quickly with minimal training. Whether you are a small business owner, a sales professional, or part of a large enterprise, Docupilot helps accelerate proposal creation, saving time and resources.
Key features include:
- Multiple file formats: Docupilot supports multiple file formats, including DOCX, PPTX, XLSX, PDF, and HTML
- Integrations: Docupilot integrates with 70+ third-party apps, including Zapier, Airtable, and DocuSign, for document delivery, e-signatures, online storage, and more
- Bulk creation: Create proposals in bulk with basic and advanced conditional statements, dynamic information, and the ability to import data from multiple sources
- Security: Role-based access controls, document password protection, encryption, and compliance with industry-leading standards such as SOC 2 Type II, ISO 27001, GDPR, CCPA, and HIPAA ensure the security and integrity of client data
Pros and Cons
Pros
- AI copilot to speed up template creation
- Ease of use
- Customizable templates
- Scalability
Cons
- Version control (under development)
Pricing
All plans include unlimited templates and testing, third-party integrations, and advanced features such as API access.
Proposify
Proposify is a cloud-based proposal management software designed to help businesses create, send, and track professional proposals. It simplifies the proposal process by offering an intuitive drag-and-drop editor, customizable templates, and robust collaboration tools.
Key features include:
- Customizable templates: Users can customize professional templates to fit their brand and needs
- Drag-and-drop editor: The easy-to-use editor lets users without coding or design skills easily design proposals
- E-signatures and payment integration: Proposify supports integrating e-signatures, allowing clients to sign proposals directly within the platform. Integration with payment gateways such as Stripe, enables clients to pay directly from the proposal
Proposify streamlines end-to-end proposal creation and supports document and contract automation, allowing businesses to create professional documents and manage the contract lifecycle. Its intuitive interface and customizable templates make it ideal for businesses looking to optimize proposal workflows and increase conversion rates.
Pros and Cons
Pros
- Ease of use
- E-signature and payment integration
- Mobile apps
Cons
- Advanced features are only available in higher-tier plans
Pricing
PandaDoc
PandaDoc is a comprehensive proposal management software designed to streamline the process of creating, sending, and managing proposals, contracts, and other business documents. It enables businesses to create customized, professional documents quickly, integrate e-signatures, track client engagement, and manage the entire document workflow. With its intuitive interface and robust features, PandaDoc helps users save time, improve efficiency, and close deals faster.
Key features include:
- Customizable templates: A pre-built library of customizable templates for proposals, contracts, and quotes for sales teams and marketing agencies
- E-signatures: PandaDoc’s built-in e-signature functionality allows businesses to sign documents digitally in a secure, legally binding way. This is especially beneficial for industries like real estate, legal services, and consulting, where contracts and agreements need to be signed quickly and securely
- Tracking and analytics: Users can track when clients open documents, how much time they spend on each section, and which parts they interact with most. Users can use this feature to address client concerns based on engagement data
PandaDoc offers a complete suite of tools to handle the entire document workflow, from creation to signing and payment. Its user-friendly interface, extensive template library, and integration with popular CRMs make it a versatile choice for businesses looking to streamline their processes.
Pros and Cons
Pros
- Extensive template library
- Intuitive interface
- Native e-signature functionality
- Mobile apps
Cons
- Expensive for small businesses, startups, and freelancers
- Several features and customization options are only available on higher-tier plans
Pricing
Users can only access 5 templates in the Starter plan. Important features like approval workflows, CRM integrations, and API access are only available on the more expensive plans.
Proposable
Proposable is an easy-to-use cloud-based proposal software designed to help businesses create, send, and manage professional proposals. It enables users to design customized proposals, track client engagement, and close deals more effectively.
Key features include:
- Customizable templates: A variety of professionally designed templates allows the creation of visually appealing proposals
- Drag-and-drop builder: Users can build proposals by dragging and dropping elements such as text, images, and pricing tables, and include merge tags to customize with client/opportunity data
- Proposal tracking and analytics: Proposable’s tracking tools provide real-time notifications when a client opens or interacts with a proposal, providing insights into client behavior
- E-signature integration: With built-in e-signature functionality, clients can sign proposals electronically, eliminating the need for physical paperwork
Proposable offers a comprehensive yet simple approach to proposal creation and management. It is user-friendly and offers powerful features like customizable templates, detailed tracking, and seamless e-signature functionality.
Pros and Cons
Pros
- Intuitive and easy to use
- Integrated e-signatures
- Video and rich-media support
Cons
- Limited to proposal creation
- Limited integrations
- API access, payments, and other advanced features only available in higher-tier plans
Pricing
The Solo plan is limited to 5 proposal deliveries per month. Users will need to upgrade to high-tier plans for access to advanced features.
Better Proposals
Better Proposals is an intuitive online proposal software designed to help small- to mid-sized businesses create, send, and manage professional proposals. A user-friendly interface allows users to leverage customizable templates and drag-and-drop tools, significantly reducing the time needed to prepare proposals while maintaining a polished appearance.
Key features include:
- Customizable templates: Ideal for freelancers, agencies, and service providers who need to present their offerings professionally
- Detailed analytics: Users can track proposal engagement, which is beneficial for sales teams aiming to optimize their follow-up strategies
- Digital signatures and payment integration: Streamlines the approval process, particularly advantageous for SaaS businesses and consultants who require quick client sign-offs
- Live chat: Users can engage with clients directly within proposals, enhancing responsiveness and client interaction
Pros and Cons
Pros
- User-friendly interface
- Proposal analytics
- Live chat integration
Cons
- Access to certain features is limited to higher-tier plans
Pricing
Qwilr
Qwilr is proposal automation software that sales teams can use to create visually stunning proposals, quotes, and other sales collateral. The intuitive editor allows users with varying skill levels to create sales content. Native e-signature support, Stripe payments integration, and numerous CRM integrations streamline the proposal creation process.
Unlike other software that only allows the creation of static documents, this software allows users to create visually appealing interactive proposals that resemble web pages.
Key features include:
- Intuitive editor: Include dynamic content, including videos, calendar links, interactive pricing, and add branding elements
- Content re-use: Drag and drop reusable content to speed up proposal creation
- Engagement tracking: Get insight into user engagement with email alerts
- Integrations: Integrate with multiple CRMs and auto-populate data with the Qwilr API
Pros and Cons
Pros
- Proposal automation
- Visually appealing designs
- Template library
Cons
- High starting price, suitable for large businesses
- Advanced features are only available in the Enterprise plan
- Lack of robust collaboration tools
Pricing
Monthly billing is not available for the Enterprise plan. Furthermore, a subscription to this plan is only possible with a minimum of 10 seats.
Nusii
Nusii is a software designed to streamline proposal creation for freelancers, agencies, nonprofit organizations, and other businesses. It provides a custom domain and email for proposal delivery. Proposal templates and customizable branding ease the proposal creation process for users with varying skill levels.
Key features:
- Interactive content: In addition to standard editing features, the user-friendly editor supports drag and drop, embedded images and videos, and interactive pricing options
- Variables system: Users can automatically insert client-specific information into proposals with placeholders to reduce manual entry errors
- Notifications: Client engagement notifications keep sales teams updated with client interactions with submitted proposals
- Online payments: With Stripe integration, users can easily collect online payments
- Integrations: Nusii integrates with various third-party applications, including Zapier, Make, and HubSpot, and supports APIs and webhooks
Pros and Cons
Pros
- Template library
- Custom domain and email
- Support for 35 languages and multiple currencies
- Electronic signatures
Cons
- Expensive
- Priority support available on the most expensive plan
Pricing
Even though Nusii markets itself as “proposal software for freelancers and agencies,” the Freelancer plan is limited to one user, is relatively expensive, offers only 5 active proposals, and does not support CRM integrations or the custom domain. The Agency plan is also restricted to 20 proposals.
Bidsketch
Bidsketch is a proposal management software for businesses looking to speed up the proposal creation process. It offers a template library and supports content reuse, e-signatures, and custom domains. Users can save a significant amount of time in proposal preparation and close deals faster.
Key features include:
- Proposal templates: A built-in template library speeds up proposal creation. Users can also use custom HTML/CSS designs
- Content reuse: Users can reuse designs, content, and fees to save time. Bidsketch also provides example proposal content to further streamline the process
- Landing pages: Clients can view, approve, and comment on proposals hosted on custom landing pages
- Integrations: Bidsketch integrates with various third-party tools such as Zapier, FreshBooks, and BaseCamp for workflow automation and data management
Pros and Cons
Pros
- Unlimited proposals and clients
- Electronic signatures
- Proposal analytics
Cons
- The basic plan does not support collaboration and team management
- Exports only to PDF format
Pricing
The Solo plan is limited to one user, and businesses must upgrade to a more expensive plan to accommodate additional users and access collaboration and team management features.
Bonsai
Bonsai is an online platform businesses can use for client CRM, project management, and financial management. Starting with the Essentials plan, it also supports online proposal creation with features such as a template library, notifications, and the ability to add multiple service packages and branding elements.
Bonsai suits businesses, agencies, and freelancers looking for a tool that provides multiple services with one subscription.
Key features include:
- Editor: The simple editor allows customization of existing templates and creation of new templates
- Notifications: Bonsai notifies users when clients open and interact with submitted proposals
- E-approval: Clients can approve proposals with a simple click
Pros and Cons
Pros
- Mobile apps
- CRM/project/financial management tools
- Reports
Cons
- Proposals not supported on the Basic plan
- Integrations supported by the Premium and more expensive plans
Pricing
Jotform
Jotform is a versatile online form builder that allows users to create customized forms for various purposes, such as data collection, surveys, registrations, and payments. It can also be used to create online proposals.
Jotform is a free proposal software: with a free starter plan, it is ideal for freelancers and businesses with low-volume proposal requirements, and for users who want to get first-hand experience with online proposal creation tools before signing up for a paid service.
Key features include:
- Template library: 70+ free proposal templates can be tailored to specific client proposal needs
- Drag and drop editor: An intuitive drag-and-drop editor allows easy proposal creation
- Conditional logic: Allows creation of smart proposals with fields and questions that change based on client interaction
- Mobile optimization: Proposals created with Jotform are optimized for mobile device accessibility
- Integrations: Jotform integrates with 100+ popular platforms, including Salesforce, PayPal, and Airtable
Pros and Cons
Pros
- Ease of use
- Proposal templates
- Free fully-featured Starter plan
Cons
- HIPAA compliance only available on the two most expensive plans
- Custom branding and domain only available on the most expensive Enterprise plan
Pricing
Even though the free plan is an attractive option, businesses needing proposal-specific features and functionality won’t get much benefit from upgrading to Jotform’s paid plans, and might be better off switching to a dedicated proposal creation software.
Jotform offers a 50% discount for educational institutions and nonprofits. With a 30-day money-back guarantee, dissatisfied users can get a full refund.
Choose the Best Proposal Software For Your Business
The best proposal solution for you is the one that fits your business requirements. The software you choose should allow you to easily and quickly create customized and professional proposals that help you make the right impact and close more deals.
But if you rely on separate tools for proposals, invoices, reports, etc, you'll spend unnecessary time learning multiple platforms and face mounting monthly costs..
A far more practical way is to select a tool like Docupilot to build proposals and any other business documents you need. It is cost-effective and, regardless of the plan you choose, does not limit access to any of its supported features.
Sign up for a 30-day free trial and start creating impactful proposals today.
FAQs
Which is the best proposal software for small businesses?
Docupilot is highly recommended for small businesses. It has a user-friendly interface, is affordable, and supports robust features tailored to meet the needs of smaller teams.
How can you choose the right proposal software for your team?
Assess your team's specific needs, budget constraints, and desired features. Consider trial versions to evaluate usability and functionality before making a decision. User reviews and expert comparisons can also provide valuable insights.
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