7 Best Proposal Software for Salespeople in 2022

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

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 (Overall Winner): Best CRM and proposal software in one (21-day free trial)
  • PandaDoc: Best for overall proposal creation and management (14-day free trial) 
  • Proposify: Best for advanced proposal management features (free starting price)
  • HoneyBook: Best for sending proposals and collecting payment (7-day free trial)
  • Better Proposals: Best for designing interactive web-based proposals (14-day free trial)
  • Qwilr: Best for B2B sales teams wanting polished visual proposals (14-day free trial)
  • Prospero: Best for creative freelancers that need only the basics (14-day free trial)

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.

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.

Cost:
30%
Core Features:
30%
Ease of Use:
20%
Customization:
15%
Customer Support:
5%

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.

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: $34 to $88 per user, per month including CPQ add-on (21-day free trial)

Overall Rating star-fullstar-fullstar-fullstar-full Cost star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-fullstar-full

Pros:

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

Cons:

  • Add-on not available in free tier
  • Few marketing functions
  • Premium help costs extra

Freshsales is an easy-to-use sales CRM that offers powerful customer management features plus a proposal creation and management add-on. When you sign up for 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 unlimited users (CPQ add-on not available)
  • Growth: $15 per user, per month + $19 per user, per month for CPQ add-on
  • 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

  • Native CRM and Proposal Integration: Send proposals, invoices, quotes, and more from a contact's record in the CRM, and know when they're opened.
  • Customizable Templates: Create branded templates to later fill in for similar deals.
  • Product Catalog: All salespeople have access to updated product details and pricing so they send accurate proposals.
  • Automatic Pricing Computation: Eliminate math errors by letting the system calculate all costs for you, including taxes, discounts, and other pricing factors.

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)

Overall Rating star-fullstar-fullstar-fullstar-fullstar-full Cost star-fullstar-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-full star-full

Pros:

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

Cons:

  • 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 e-sign 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 top 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 Salesforce in the Business plan.
  • Proposal Analytics: Track behavior like how many times your prospect has reviewed the proposal and for how long, plus clicks and downloads.

PandaDoc Proposal Software

Visit Pandadoc

Proposify: Best for Advanced Management

Sales teams can avoid errors by managing permissions and integrating with a CRM for automatic data entry.

Price Range: Free to $590 per month for 1 to 10 users (14-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-full star-fullstar-full

Pros:

  • Rich proposal management tools
  • Live updates on the mobile app
  • Integrates with Salesforce

Cons:

  • Phone & email support limited
  • May be pricey for smaller teams
  • Only five documents included free

Proposify is robust proposal software that keeps sales teams accountable at all stages of the proposal process. Selling teams can lower the likelihood of costly mistakes by assigning user roles and approval permissions and by auto-populating fields using data from an integrated CRM. Once a proposal is out, follow live updates via desktop or the Proposify mobile app. Proposify is the best option for teams that want ample proposal management functions.

Proposify Pricing

  • Free Version: Supports 1 user and 5 documents
  • Team Plan: $49 per user, per month
  • Business Plan: $590 per month for 10 users + onboarding fee
  • Free Trial: 14 days

Proposify Key Features

  • Pipeline Management: Stream group deals together by date, region, and more.
  • Team Management: Limit mistakes in the proposal's cycle by setting approval permissions and user roles.
  • Live Updates: Follow a proposal’s current status on desktop or mobile, and follow up with the recipient as needed.
  • App Integrations: Proposify syncs with 10+ apps natively plus many others with Zapier.

Proposify Proposal Software

Visit Proposify

HoneyBook: Best for Collecting Payment

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

Price Range: $9.00 to $32.50 per month for 1 to unlimited users (7-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-full star-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-fullstar-full star-full Customer Support star-fullstar-full star-fullstar-full

Pros:

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

Cons:

  • 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: $9.00 per month for one user
  • Unlimited Annual: $32.50 month for unlimited users
  • Free Trial: 7 days

HoneyBook Key Features

  • Collaborative Folders: Keep all important documents in a single folder that's accessible to you and your customer.
  • Tasks and Notifications: Set up reminders to follow up with prospects and customers, and receive an email when they sign your proposal.
  • Signing and Payments: Prospects can sign your proposal and contract and then make a payment all in one place.
  • Critical Integrations: Connect your account with tools that will help you communicate about your proposal and get it signed.

HoneyBook proposal software

Visit HoneyBook

Better Proposals: Best for Interactive Proposals

Send eye-catching web-based proposals with embedded live chat widgets so client needs can be addressed immediately.

Price Range: $13 to $42 per user, per month (14-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-full star-full Customization & Apps star-fullstar-fullstar-full star-full Customer Support star-fullstar-fullstar-fullstar-fullstar-full

Pros:

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

Cons:

  • 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: $13 per user, per month for 5 proposals
  • Premium: $21 per user, per month for 50 proposals
  • Enterprise: $42 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: Better Proposals uses industry data to make proposal suggestions that will yield high conversions.
  • Live Chat: Add a live chat widget to proposals for instant answers to client queries.
  • CRM Integrations: The software works well with 15+ platforms including Salesforce and HubSpot CRM.

Better Proposals Proposal Software

Visit Better Proposals

Qwilr: Best for Visual B2B Sales Proposals

B2B sales teams can stand out from their competitors with highly-visual immersive proposals.

Price Range: $35 to $590+ per month for 1 to 10+ users (14-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-full star-fullstar-full Core Features star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-fullstar-full star-full Customer Support star-fullstar-fullstar-full star-full

Pros:

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

Cons:

  • 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 every milestone, from creation to approval and everything in between, receiving notifications along the way.
  • 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 Qwirl

Prospero: Best for Creative Freelancers

Creative freelancers who are new to proposal software will like this affordable and straightforward solution.

Price Range: $8.00 per user, per month (14-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-full star-fullstar-full Customer Support star-fullstar-full star-fullstar-full

Pros:

  • Affordable for solo freelancers
  • Clean and responsive UI
  • Library of ready-made responses

Cons:

  • Pricing not fully transparent
  • Limited native integrations
  • Support on live chat only

Prospero is proposal software made with freelance designers and developers in mind. The user interface may be basic compared to other programs on this list, but it’s responsive and easy for individuals to navigate. Building proposals is as simple as choosing one of the over 30 designs and adding ready-made responses from a content library that grows as you create and send more proposals, so it’s great for creatives who are new to using proposal software.

Prospero Pricing

  • 1-23 Users: $8.00 per user, per month
  • 24+ Users: Call for quote
  • Free Trial: 14 days

Prospero Key Features

  • Ease of Use: UI design is minimal, but Prospero is easy to navigate and quick to load according to user reviews.
  • Content Library: Add ready-made statements and elements to make the drafting process faster and easier.
  • Tracking: Receive an email once a proposal is opened and track how long it’s viewed.
  • Accounting Apps: Prospero integrates with Stripe, FreshBooks, and QuickBooks.

Prosper Proposal Software

Visit Prospero

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. 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.

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