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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:
While these options above are great, you may only need simple slide deck software like Google Slides or Microsoft PowerPoint. For a free downloadable proposal template created in Slides, see our article on business proposal templates. On the other hand, if you only need an esignature or contract solution, visit our guides to the best esignature software and contract management 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:
Note: All monthly prices are with a one-year commitment unless noted.
Per our scoring, the best proposal software is Freshsales, which also took the top spot in three of the five categories. PandaDoc also had a criteria win (cost) and was a close second. But because Freshsales is robust CRM software with a proposal management add-on, 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 on our list fared across every category.
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. We believe that using any of the seven proposal software options on this list can help you win more bids — and, in turn, spend less time drafting effective proposals.