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In this blog post, I'll discuss 10 of the best proposal software options available on the market today. You'll learn about what makes for reliable proposal software and how to pick the right one for your business, whether you're a legal firm, an advertising agency, a freelance consultant or a large enterprise. Let's get started!
|Our ranks||Our top pick||Best for||Free trial period||Pricing|
|Better Proposals||Team collaboration, collect signatures, take payment and automate quotes||14 days||$13/month|
|WPForms||Drag & drop WordPress form builder||N/A||$49.50/month|
|PandaDoc||Document automation solution-Create, approve, track, eSign documents||14 days||$19/month|
A business proposal is a document that outlines a proposed solution to a problem or needs that a potential customer has.
It's important for businesses because it allows them to pitch their services or products to potential customers in a structured and formal way.
Business proposal software has become critical because they allow businesses to create and send proposals quickly and easily. They also provide templates and tools that make it easy to put together a professional-looking proposal.
In short, business proposal software has become essential for businesses that want to grow and win new customers.
Selecting the right business proposal software can be a daunting task. With so many options available, it can be difficult to determine which software is right for your business. However, by considering your individual needs and demands, you can narrow down the options and find the right software for your proposal process.
Better Proposals is a great proposal software for several reasons.
Overall, Better Proposals is a decent option, but it's important to be aware of the potential downsides before making a decision.
Better Proposals offers a Starter plan for $19, a Premium plan for $29, and an Enterprise plan for $49.
The software is budget-friendly for many businesses, but it also offers limited features for lower-priced plans, which is something to be mindful of.
Pay annually to get 35% off.
WPForms is perfect for businesses that don't want to invest in software for proposals only.
You can use WPForms to build different types of forms and collect information, including signatures. And you can collect payments too.
This form tool is perfect if you have simple needs and don't want to invest in additional elaborate proposal tools.
You can add multiple fields that are relevant to a proposal document, like name, address, and so on. You can also create a field to upload files.
It has a Signature addon so users can sign contracts and agreements using touch or their mouse.
Enable captcha, double authentication, and more to secure your agreements.
You can brand and customize your forms with your desired colors and add images too. And you can include simple order calculations.
Use WPForms for dozens or hundreds of other purposes, including collecting blog post submissions, event registrations, contact requests, product feature requests, and more.
WPForms starts at $49.50 for the Basic version
If you need a reliable and user-friendly tool for multiple purposes, then this one's for you.
PandaDoc is a top document automation and proposal software.
It's one of the best tools for sales teams to streamline the process of creating, negotiating, and eSigning proposals.
With PandaDoc, you can drag and drop to build forms and proposals or choose from over 750 free templates. This makes it one of the easiest tools out there for designing a proposal.
All of your data is stored in one place so you can keep track of approvals, comments, and version control in real-time.
Plus, it integrates with major platforms like Slack, Google Workspace, and Salesforce.
What's more, you can continue working within the applications you're already using without switching back and forth. This huge time saver will reduce the hours going to open and work with multiple applications.
For even more security and trust, PandaDoc offers built-in legally binding e-Signatures. You can also create pre-approved templates and content blocks, and lock all legal information securely.
Despite these cons, PandaDoc is great proposal software you should consider.
You can start using Pandadocs for free to collect payments, use the mobile app, collect eSignatures and upload documents.
It has three other plans: Essentials for $29, Business for $59, and enterprise custom plans.
You can also save 34% if you opt for an annual package.
Proposify is a powerful proposal software that's focused on helping close a sale or deal.
You can control and track the progress of your sales cycle.
You can see which pages were viewed and how long they were viewed for.
This is great because it gives you insights that will lead to more closed deals.
It also has stellar customer service with personalized help.
The discount calculation and display are also very impressive and are not a feature you'll find elsewhere.
There is also a lot of educational content to help businesses close a sale.
Team Plan is $49 per user per month. The Business Plan is at $590 a month for a team of ten people.
Qwirl is a user-friendly proposal software that helps sales teams, with a focus on B2B, to close more sales.
Qwilr is web-based, meaning your user can open and edit it from anywhere.
It's user-friendly proposal software that helps sales teams close more sales and is specially oriented to scale up B2B sales.
One of its main features is that you can use it to create highly attractive web proposals.
There are several templates, an image and a video library to make your proposals visually appealing.
You can also get page notifications that tell you when a page is viewed. You'll also know which sections your user focused on.
With this information and analytics, you'll be able to tailor your content and follow up at the right time.
Like the other platforms here, you can collect eSignatures and instantly edit quotes for your users.
Try a 14-day free trial. Following this, you'll have to invest in the Business or Enterprise plan.
Business plan is $35 a month per user (billed annually), and Enterprise is $59 - also billed annually.
GetAccept calls itself a digital sales room platform. And it enables proposal generation as one of its powerful features.
GetAccept is a sales enablement platform that helps B2B sales teams to engage with buyers in a natural way within the digital world.
The platform combines video, live chat, proposal design, document tracking, and eSignature into one solution.
It integrates with popular CRM platforms like HubSpot, Pipedrive, and Salesforce.
GetAccept's eSignature solution lets you know which sections of your proposal get the most views and for how long.
This is helpful for understanding what parts of your proposal are most important to your prospects. The platform's unique video capabilities allow you to add engaging video content to your proposals.
This is a great way to explain key points in your proposal more visually appealingly. GetAccept is a great sales enablement platform that can help increase close rates and shorten sales cycles.
It has a free version with limited features. The Essential version is for $15, the Professional package is $49, and they have custom prices for Enterprise + offerings.
Prospero is a dedicated proposal platform for drafting end-to-end business proposals to close sales.
If you're in the business of creating and sending proposals, then you know how important it is to have a tool that makes the process as easy and efficient as possible.
Prospero is a proposal-creation tool that offers a user-friendly editor, more than 35 templates, and flexible elements to help you make attractive proposals.
It also has great features to help you collect eSignatures and track analytics. Email notifications can alert you as soon as a client opens your proposal so you can follow up quickly.
And with the active call button or WhatsApp button, prospects can reach you instantly if they have any questions.
All in all, Prospero is a great tool for anyone who needs to create proposals on a regular basis.
Prospero offers the best price for all platforms here for $10 a month. Save 20% by going for the annual package. It also has a 14-day trial.
Use QuoteWerks for making attractive business proposals and quote forms. It's a versatile platform that works for small businesses and global enterprises too.
It's CPO software that has a great way to connect with external data sources like Excel, text files, and other data sources.
You can group items into Bundles and Kits for products sold together - so you can make quotes and products for multiple products easily.
Avoid mistakes and unnecessary costs by using the configurator to make a complete list of products.
Salespersons using the tool won't miss any relevant products or details. Collaborate with vendors easily and get order status updates and other details.
Overall, it's an old and robust platform that has been around for a long time - and it integrates with accounting software like QuickBooks, Peachtree, and more.
The Standard Edition is at $15. The Professional and Corporate versions are for $21 and $30. Get one month free if you purchase an annual subscription. And you can also get a lifetime license by contacting the business.
Bidsketch is a great tool for selling services.
This tool can make a great difference to your bottom line.
It has a clever upselling feature that increases revenue by 32% for companies that use it.
It has a web-based interface that makes it easy to keep track of your proposals. You'll know when a proposal is opened and what kind of engagement it generates.
They also offer a landing page option so prospects can view, edit, and comment on a proposal. This means that you can quickly change the proposal for the client.
Finally, it has electronic signatures built into the software.
If you're looking for a top-notch proposal tool, then Bidsketch is definitely worth considering.
Use the 14-day free trial. The monthly billing is $29 for Solo, $79 for Team, and $149 for Business (larger teams)
FastSpring IQ is a proposal software for SaaS companies.
This tool is perfect for you if you're running a subscription-based business.
It allows you to create and manage subscriptions, set up and scale an affiliate program, and collect sales tax - all while complying with new and existing regulations.
Plus, it's highly secure to prevent fraud.
So if you're looking for a way to streamline your subscription business, then this tool is definitely worth checking out.
No subscription fee. You pay a flat rate based on the volume of payments.
The answer to this question can vary depending on your business and the type of proposal you're looking to create.
However, there are some general features that all proposal software should have if you want to create a high-quality proposal.
Here are some of the most important features to look for:
First, consider where you have the most trouble in your proposal procedure. Do you spend a lot of time producing complicated proposals that are difficult to create? Or do you struggle to get your proposals approved by decision-makers? Pinpointing problem areas can help you determine which software is ideal for your business.
Next, think about the features needed in proposal software. Do you need a platform that is easy to use, or one that is highly customizable? Are there specific features you require, such as templates or online collaboration tools? By identifying your needs and wants, you can find a proposal software that meets your unique requirements.
Ultimately, the best way to choose the right business proposal software is to try out a few different options. And make sure you get feedback from the people in your business who actually use such software - for example, accountants, in-house lawyers, and others. Their suggestions will be key to saving time, being compliant with the law, and being productive.
By testing different software packages, you can determine which one best suits your specific needs. So don’t hesitate to explore all of your options before making a final decision.
There you have it - 10 of the best proposal software on the market today. Most tools have similar features, but each one excels in some area.
So take some time to think about what's important to you and your business. Then, choose the tool that will help you close more deals and grow your brand.
Proposal software which is also called proposal management software, proposal writing software,or automation software is a SAAS product designed to help its users to develop proposals, presentations, and responses to RFPs( Request for proposal). Companies that manage regular and large-scale proposal writing processes are increasingly using proposal management software. Such software enables companies to track various versions effortlessly while automating more repetitive operations.
Collaboration. Accessibility Controls. Document Management & Content Repositories. CRM Integration. Alerts & Notifications. Deployment of Proposal Management Software.
The main benefits of proposal software are centralized management of proposals, presentations and RFP content, streamlined management of RFP response process, Ability to generate standard pitches, proposals and presentations quickly and in a simple way.
Absolutely, yes. Keeping track of your proposals and deals gets a lot simpler when you combine proposal management software with your CRM. The finalized proposal will push through to the opportunity as a PDF after a contract is signed or confirmed as won.
Plan of action, about us page, Customer case or review, company video, animation, leaflet, photo gallery.
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First, it offers over 100 fully customizable sample templates, so you can easily create a professional-looking proposal.
Second, it has an intuitive editor that makes it easy to edit your proposals on the fly.
Third, it has page-by-page analytics that let you track your progress and see where your proposal needs improvement.
Fourth, it has an integrated digital signature feature to collect signatures from the relevant parties for a document.
Finally, it has the ability to take instant payments, so you can charge a client and have a signed document at the same time.