7 Best Proposal Software for Salespeople in 2023

Find out how the best proposal software can streamline the sales process with our independent review of the seven top options.

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Proposal software is a sales tool that streamlines the proposal drafting and sending process through customizable templates and a library of ready-made answers to requests for proposal (RFPs). The best proposal software also includes tools to promote faster turnaround, such as activity tracking, esignatures, contract management, and integrated payments. We evaluated nearly a dozen proposal software solutions and found the seven best options that’ll help your businesses win bids.

Here are the seven best proposal software:

  • Freshsales: Best overall proposal software and CRM in one (21-day free trial)
  • PandaDoc: Best for proposal creation and management (free starting price) 
  • FlippingBook: Best for tracking proposal activity and analytics (14-day free trial)
  • Better Proposals: Best for interactive web-based proposals (14-day free trial)
  • Venngage: Best proposal software for advanced features (free starting price)
  • Qwilr: Best software option for highly visual sales proposals (14-day free trial)
  • HoneyBook: Best for sending proposals and collecting payment (7-day free trial)

Per our scoring, the best proposal software is Freshsales, which also took the top spot in two of the five categories. PandaDoc ranked highly in each subcriteria and was a close second. Freshsales is robust CRM software with a proposal management add-on, so it came out on top since users can create, send, and track proposals and also link them to prospects' contact records in the CRM. Keep reading to see how all seven proposal software fared across features, annual pricing, and more.

If you only need simple slide deck software, see our article on business proposal templates, which includes a free downloadable proposal template created in Google Slides. For an esignature or contract solution, visit our guides to esignature software and contract management software.

Freshsales: Best CRM & Proposal Software in One

Freshsales provides users with contact management tools plus an add-on for proposal creation and management.

Price Range: Free to $69 per user, per month + $19 CPQ add-on (21-day free trial)

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  • Quality sales-focused CRM
  • Setup is quick & intuitive
  • Can also create quotes & invoices


  • Free option only with Growth
  • Few marketing functions
  • Premium help costs extra

Freshsales is an easy-to-use top sales CRM that offers powerful customer management features plus a proposal creation and management add-on. Through any paid plan and the configure, price, quote (CPQ) add-on, you can create a proposal template, fill it in for a prospect, and sync it to their record in the CRM. Freshsales will auto-track its activity and remind you to follow up, making the software great for those looking to craft and organize branded proposals.

Freshsales Pricing

  • Free Version: Supports up to 3 users
  • Growth: $15 per user, per month + $19 per user, per month for CPQ
  • Pro: $39 per user, per month + $19 per user, per month for CPQ add-on
  • Enterprise: $69 per user, per month + $19 per user, per month for CPQ add-on
  • Free Trial: 21 days
  • Access to free tiers of marketing and service platforms

Freshsales Key Features

  • CRM & Proposal Integration: Send proposals and more from a contact's record.
  • Customizable Templates: Create branded templates to later fill in for similar deals.
  • Product Catalog: Access updated product details so you send accurate proposals.
  • Automatic Pricing Computation: Auto-calculate all costs, taxes, and discounts.

Freshsales CPQ proposal software

Visit Freshsales

PandaDoc: Best for Creation & Management

PandaDoc helps users quickly craft and manage proposals thanks to a template library and tracking features.

Price Range: $19 to $49 per user, per month (14-day free trial)

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  • Unlimited electronic signatures
  • Advanced tracking and analytics
  • Can include CRM integration


  • Free plan lacks proposal creation
  • Support not always responsive
  • Salesforce integration costs extra

PandaDoc is a robust document management software that helps businesses create, send, and esign proposals. Select a template from a 450-design library, then craft a proposal using drag-and-drop content elements and receive analytics regarding which sections your prospect has clicked or heavily reviewed. Creating, emailing, and tracking a proposal in PandaDoc can be done in a short amount of time, which makes it great for teams that need a quick turnaround.

In addition to its proposal creation and management features, PandaDoc also offers quality esignature and contract management functions, earning it a spot in our best electronic signature software and best contract management software buyer's guides. Check them out if you're looking for a multifaceted document management solution.

PandaDoc Pricing

  • Free Version: Unlimited esignatures and document uploads (no proposal creation)
  • Essentials: $19 per user, per month
  • Business: $49 per user, per month
  • Enterprise: Call for quote
  • Free Trial: 14 days

PandaDoc Key Features

  • Unlimited Esignatures: All esignatures are legally binding and in compliance.
  • 450+ Templates: Designs range from basic to graphics-rich and interactive.
  • CRM Integrations: Two-way sync with HubSpot CRM, Zoho CRM, and more
  • Proposal Analytics: Track your proposal’s view stats, plus clicks and downloads.

PandaDoc Proposal Software

Visit PandaDoc

FlippingBook: Best for Tracking & Analytics

FlippingBook tracks and captures data on how and when your leads are engaging with your proposals.

Price Range: $19 to $179 per user, per month (14-day free trial)

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  • Image & video embedding
  • Interactive content elements
  • Add lead capture forms


  • No mobile app
  • May be pricey for smaller teams
  • No payment processing options

FlippingBook is an interactive digital flipbook sales software with key sales tools that allow you to track the success of your proposals beyond just creating them. In the design stage, you can embed images, videos, and outbound links into your proposals. Then, using FlippingBook’s document management, you’re able to track how your leads engage with your proposal through metrics like when they’ve received, opened, and clicked through your proposal.

FlippingBook Pricing

  • Lite: $19 per user, per month
  • Starter: $44 per user, per month
  • Optimal: $89 per user, per month
  • Advanced: $179 per user, per month
  • Team: $247 for 5 users, per month
  • Free Trial: 14 days

FlippingBook Key Features

  • Video Embedding: Add YouTube, Vimeo, or Wistia videos anywhere on a page.
  • Lead Analytics: Collect data from leads through a customizable lead capture form.
  • Activity Notifications: Get notified when a link is opened or a PDF is downloaded.
  • Audience Engagement: See which pages and links your leads interact with the most.

FlippingBook Proposal software

Visit FlippingBook

Better Proposals: Best for Interactive Proposals

Better Proposals includes embedded live chat widgets so you can immediately answer leads' proposal questions.

Price Range: $19 to $49 per user, per month (14-day free trial)

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  • Attractive, interactive proposals
  • AI-powered suggestions
  • Live chat and CRM integrations


  • Some tiers limit proposals
  • Interface has a learning curve
  • AI functionality not always reliable

Better Proposals is proposal software specializing in web-based proposals with interactive elements like video and live chat. It offers over 75 templates that can be tailored to web design, video production, and other creative jobs. The Proposal AI engine isn’t perfect, but it does provide insight on which phrases yield the best conversions based on live industry data. Creatives who want to go beyond standard PDF proposals will find value in Better Proposals.

Better Proposals Pricing

  • Starter: $19 per user, per month for 5 proposals
  • Premium: $29 per user, per month for 50 proposals
  • Enterprise: $49 per user, per month for unlimited proposals
  • Free Trial: 14 days

Better Proposals Key Features

  • Web-Based Proposals: Host interactive web-based proposals on custom domains.
  • Proposal AI: Use collected industry data to make AI proposal suggestions and edits.
  • Live Chat: Add a live chat widget to proposals for instant answers to client queries.
  • CRM Integrations: Integrate with 15+ platforms, like Salesforce and HubSpot CRM.

Better Proposals Proposal Software

Visit Better Proposals

Venngage: Best for Advanced Features

Venngage assists proposal creation and sharing using intuitive smart features like AI editing and diverse design sharing.

Price Range: Free to $499 per month

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  • Supports team editing permissions
  • Clean & responsive UI
  • High average user reviews


  • No phone support
  • Limited free version
  • No esignature collecting

Venngage is a design platform that offers sophisticated visual design and sharing tools that most others don't. Along with large template and content libraries, apply your custom brand kit and selected design tools including diverse icons, maps, and grouped and interactive widgets. You can activate the smart editing feature that uses AI powered suggestions to autogenerate slide or page layouts, then share your design between teams with private links and exports.

Venngage Pricing

  • Free Version: Supports 5 free designs and 6 image uploads
  • Premium: $10 per user, per month
  • Business: $24 per user, per month
  • Enterprise: $499+ per month for 10+ users

Venngage Key Features

  • Design AI: Activate smart editing with AI design suggestions to your proposals.
  • Template Library: Access a variety of templates, infographics, and data visualizations.
  • Custom Brand Kit: Create a customized kit including your brand logo, colors, and font.
  • Diverse Sharing: Download proposals via PDF, PNG, PPW, HTML or shareable links.

Venngage Proposal software

Visit Venngage

Qwilr: Best for Visual Proposals

Qwilr supports B2B sales teams to stand out from their competitors with highly visual immersive proposals.

Price Range: $35 to $590+ per month (14-day free trial)

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  • Interactive Qwilr Page proposals
  • Audit Trail tracks every milestone
  • Interactive client quotes


  • Adding users can get expensive
  • Few native app integrations
  • No team permissions in some tiers

Qwilr is proposal software that helps B2B sales teams stand out with immersive, graphics-rich proposals. Create a Qwilr Page by choosing a template (or make one from scratch), then use the drag-and-drop builder to add text, embedded video, and interactive quotes so clients can choose their price. Track a proposal once it’s sent with the Audit Trail, which logs every milestone for you. Given how pricey adding users can get, Qwilr is best for larger companies.

Qwilr Pricing

  • Business: $35 per user, per month
  • Enterprise: $590 per month for 10 users + $59 per additional user
  • Free Trial: 14 days

Qwilr Key Features

  • Qwilr Pages: Create interactive proposals using a modular drag-and-drop builder.
  • Audit Trail: Track everything from creation to approval and everything in between.
  • Interactive Quoting: Clients can choose their price on the spot, then sign off.
  • Analytics: See how clients engage with proposals and how team members use Qwilr.

Qwilr Proposal Software

Visit Qwilr

HoneyBook: Best for Collecting Payment

HoneyBook helps users craft and send proposals, contracts, invoices, and more, as well as collect payment.

Price Range: $8 to $33 per month (7-day free trial)

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  • Offers low-risk trial & starter plan
  • Unlimited plan supports entire team
  • Free account migration


  • Starter plan includes only one user
  • Platform customizability is limited
  • CRM is less robust than alternatives

HoneyBook is client management software that tracks projects and their documents in one place. First use their templates to create a proposal and contract, send them from the platform, and track when they're signed. Then send an invoice and collect all payments via card or bank transfer. HoneyBook's proposal features plus its built-in payment system make it a good fit for service-based small businesses wanting to use one platform for documents and payments.

HoneyBook is also one of our top choices for contract management software — check out our buyer's guide if HoneyBook sounds like it could be right for you and you're looking to create and organize proposals and contracts in the same platform.

HoneyBook Pricing

  • Starter: $8 per month for 1 user
  • Essentials: $16 per month for 2 users
  • Premium: $33 per month for unlimited users
  • Free Trial: 7 days

HoneyBook Key Features

  • Collaborative Folders: Keep important documents in a single accessible folder.
  • Tasks & Notifications: Set up reminders to follow up with prospects and customers.
  • Signing & Payments: Prospects can sign your proposal and pay in one place.
  • Critical Integrations: Use third-party tools to help communicate about your proposal.

HoneyBook proposal software

Visit HoneyBook

Top 4 Proposal Software Features

The top scoring proposal software all offer features such as:

Template Libraries

CRM Integrations

Proposal Sending & Tracking

Esignature Collecting

Create your own proposals from a range of premade templates to ensure originality, consistency with your brand, and overall quality.

Connect with your CRM to sync information including where your prospects are in your sales process and their contact information to send your proposal.

Send your proposal to your prospects through private or public links, PDF downloads, or HTML exporting. Then, get notified when your proposal link is shared, opened, and engaged with.

Conclude your proposals with a legally binding esignature collection point that invites your lead to take action and move forward with a deal.

How We Evaluated the Best Proposal Software

The best proposal software can be CRMs that offer contact and proposal management, or platforms that specialize in proposal-specific features and integrate with a CRM. To choose the top options, we determined the five main categories that make business proposal software most valuable to users, then we used a list of key subcriteria to assign every provider a score out of five. This helped us to rank the best software and identify their primary use cases. Check out our specific criteria below:

Evaluation Criteria

We prioritized the baseline features businesses need to create effective proposals along with overall costs and ease of use. We also took a look at how users can tailor each platform to suit their needs through integrations and customizable elements. User support then rounded out our scoring.

Core Features:
Ease of Use:
Customer Support:

Bottom Line: Best Proposal Software

Whether you’re a freelancer or a large business, you’ll want reliable sales software that can help with proposal creation and management. You’ll also stay organized since collaborative tools and activity tracking will keep you abreast of where you are in the proposal and sales process. Using any of the seven proposal software options above can help you win more bids — and, in turn, spend less time drafting effective proposals during your lead nurturing stage.

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