10 Best Proposal Software of 2022 (Ranked for Business)

10 Best Proposal Software of 2022 (Ranked for Business)

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 top pickBest forFree trial periodPricingOur ratings
Better ProposalsTeam collaboration, collect signatures, take payment and automate quotes14 days$13/month4.5/5
WPFormsDrag & drop WordPress form builderN/A$49.50/month4.1/5
PandaDocDocument automation solution-Create, approve, track, eSign documents14 days$19/month4.0/5

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.

What is the best proposal software in 2022? 

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.

1. Better Proposals

better proposals homepage screenshoot

Better Proposals is a great proposal software for several reasons.

Best Features

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.

Pros

  • It's an end-to-end tool that makes proposal generation simple
  • It integrates with multiple platforms helping streamline your apps and workflows
  • It's budget-friendly for individuals and small companies with limited needs

Cons

  • While Better Proposals offers several features that can be helpful for businesses, there are also some potential drawbacks to consider.
  • For example, there are no mobile apps now, which means you can't track your proposals' progress or interact with clients on the go. Additionally, some of their key integrations are locked unless you purchase one of their higher-priced plans, which can be frustrating.
  • Additionally, their PDF export has been known to have some issues. 
  • Finally, multiple users can't leverage one account, meaning you'll pay separate monthly fees for each team member.

Overall, Better Proposals is a decent option, but it's important to be aware of the potential downsides before making a decision.

Pricing

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.

2. WPForms

wpforms homepage screenshoot

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.

Best features

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.

Pros

  • Use WPForms for multiple purposes besides proposals like lead generation and contact forms.
  • Fully customizable
  • Easy to use and intuitive
  • Integrates with major payment platforms like Square, PayPal, Stripe, and Authorize.net
  • Multiple use cases
  • Budget-friendly and can be customized for enterprise needs
  • Number of templates available to make proposal forms and other types of forms

Cons

  • It's not a dedicated proposal builder
  • It won't have automation features needed for bulk proposals

Pricing

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. 

3. PandaDoc

pandadoc homepage screenshoot

PandaDoc is a top document automation and proposal software.

Best features

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.

Pros

  • It has a strong reputation for being a robust proposal software
  • It has more free templates than other software
  • Its drag and drop editor is convenient and easy to use

Cons

  • It's not fully intuitive; it requires some initial learning curve.
  • Training employees can be challenging
  • The user experience needs work
  • There are repeated speed issues: PandaDoc can be a little slow to load documents.
  • It launched Version 2 of the product, and users of Version 1 will find it hard to switch and get used to the new edition.

Despite these cons, PandaDoc is great proposal software you should consider.

Pricing

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.

4. Proposify

proposify homepage screenshoot

Proposify is a powerful proposal software that's focused on helping close a sale or deal.

Best Features

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.

Pros

  • Great for sales teams and sales-driven businesses
  • Lots of educational material focused on sales
  • Ideal for anyone starting out and looking for knowledge of sales and an easy-to-use proposal generator

Cons

  • Onboarding takes a long time
  • Mobile signatures are problematic and may not work
  • The user interface and experience can be frustrating. A wrong click can start an error loop that wastes time
  • Expensive compared to other tools

Pricing

Team Plan is $49 per user per month. The Business Plan is at $590 a month for a team of ten people.

5. Qwilr

qwilr homepage screenshoot

Qwirl is a user-friendly proposal software that helps sales teams, with a focus on B2B, to close more sales.

Best Features

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.

Pros

  • Extremely attractive proposals
  • Ideal for B2B brands that want to scale
  • Integrates with CRMs
  • Useful educational material available

Cons

  • Customization for their existing designs is limited
  • Updates tend to disrupt your existing documentation
  • Limited templates
  • Lacks some popular integrations

Pricing

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.

6. GetAccept

getaccept homepage screenshoot

GetAccept calls itself a digital sales room platform. And it enables proposal generation as one of its powerful features.

Best 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.

Pros

  • It includes a video and live chat option, which makes for a more engaging experience.
  • It is great for large-scale B2B sales.
  • GetAccept offers a complete 'digital sales room' experience

Cons

  • You have to use extensions to link to CRMs, which means the integration isn't the best.
  • Sending documents includes GetApps name and not yours, which is not good for branding.
  • Templates need to be improved

Pricing

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.

7. Prospero

prospero homepage screenshoot

Prospero is a dedicated proposal platform for drafting end-to-end business proposals to close sales.

Best Features

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.

Pros

  • Great online support
  • Templates make for faster proposal creation
  • Attractive proposal templates

Cons

  • Limited design customization available for fine changes like spacing
  • It can be slow
  • Limited to proposals and doesn't have contract and agreements templates

Pricing

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.

8. QuoteWerks

quotewerks homepage screenshoot

Use QuoteWerks for making attractive business proposals and quote forms. It's a versatile platform that works for small businesses and global enterprises too.

Best Features

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.

Pros

  • It's been around for 25 years, and it's a reliable platform
  • Intuitive interface
  • Customizable templates
  • Integration with vendors

Cons

  • Some of the interfaces can look old
  • There's no free trial

Pricing

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.

9. Bidsketch

bidsketch homepage screenshoot

Bidsketch is a great tool for selling services.

Best Features

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.

Pros

  • Saves time and effort to create attractive proposals
  • Great templates
  • Integrates with several useful platforms

Cons

  • You'll need to edit the text a great deal
  • Smaller width size. Not great for clients who use large screens

Pricing

Use the 14-day free trial. The monthly billing is $29 for Solo, $79 for Team, and $149 for Business (larger teams)

10.  FastSpring IQ

fastspring iq homepage screenshoot

 FastSpring IQ is a proposal software for SaaS companies.

Best Features

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.

Pros

  • Ideal for SaaS and subscription-based companies
  • Tax payment and compliance are made for you
  • Global operations are possible

Cons

  • Limited branding that makes it apparent it's not your in-house tool
  • There's a learning curve to using it

Pricing

No subscription fee. You pay a flat rate based on the volume of payments.

What you should look for in proposal software 

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:

  • Ease of use: The software should be easy to use, even if you're not a tech-savvy person. The user interface should be intuitive, and the software should come with step-by-step instructions or tutorials.
  • Templates: The software should come with a variety of templates that you can use to create your proposal. This will save you a lot of time and effort, as you won't have to start from scratch each time you create a proposal.
  • Collaboration:  The software should allow for collaboration, so you can work on a proposal with other team members. This is especially important if you're working with a client who needs to approve the proposal before it's sent out.
  • Analytics: The software should provide some form of analytics, so you can see how your proposals are performing.
  • Access control:  The software should have access control features, so you can control who has access to your proposals, who can make edits, who can approve a proposal and so one.
  • CRM integration: The software should integrate with your CRM software, so you can easily keep track of all your client interactions in one place.
  • Customization: The software should allow you to customize the templates to match your brand identity or the specific needs of your customers.
  • Document repository and management:  The software should have a document repository where you can store all your important proposals and supporting images, documents, and so on. This will make it easy to find the documents you need, when you need them.  You should also be able to find an item based on features, filetype, or categorize them for organization purposes.
  • Easy digital signature features:  A good proposal software will enable digital signatures from various authorized parties without compromising on security.
  • Pricing: The software should be reasonably priced, especially if you're on a tight budget. There are some free options available, but they usually have limited features. 
  • Support: The software should come with customer support in case you run into any problems.
  • Security features: Business proposals are highly confidential documents. The software should have security features in place to protect your proposals from unauthorized access like minimum password length, two-factor authentication, and so on.

How to choose the right business proposal software?

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.

Conclusion

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.

FAQs

What is proposal software?

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.

What are the key features of the best proposal software?

Collaboration. Accessibility Controls. Document Management & Content Repositories. CRM Integration. Alerts & Notifications. Deployment of Proposal Management Software.

What are the benefits of proposal 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.

In a CRM, is it possible to automatically attach proposals to deals?

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.

What can you include in a proposal?

Plan of action, about us page, Customer case or review, company video, animation, leaflet, photo gallery.

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