7 Best Proposal Software for Salespeople in 2021

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 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, 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:

  • PandaDoc (Overall Winner): Best for quick proposal creation (free starting price) 
  • Proposify: Best for advanced proposal management features (free starting price)
  • Better Proposals: Best for designing interactive web-based proposals ($13 starting price)
  • Qwilr: Best for B2B sales teams wanting polished visual proposals ($66 starting price)
  • Prospero: Best for creative freelancers that need only the basics ($5.00 starting price)
  • RFPIO: Best for enterprise teams needing advanced RFP management (call for quote)
  • Proposable: Best for monitoring proposal activity ($19 starting price)

How We Evaluated The Best Proposal Software

Proposal software should be reasonably priced and streamline the drafting process by offering users tools like customizable business proposal templates and a searchable content library. In our evaluation, 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 rounded out our scoring.

Does your business just need a reliable esignature solution instead of full-blown proposal software? If so, then check out our guide to the best esignature software and their use cases.

Evaluation Criteria

We divided our scoring criteria into five categories. Then, we used a list of key subcriteria to assign every provider a score out of five to determine the ranking of best options and how they excel.

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 PandaDoc, which also took the top spot in the Cost and Apps & Customization categories. RFPIO also had two criteria wins (Core Features, Customer Support), but its lack of transparent pricing hindered its overall score. Keep reading to see how all seven proposal software on our list fared across every category.

PandaDoc: Best for Quick Proposal Creation

The best overall proposal software helps users create and send proposals in little time thanks to a large template library.

Price Range: Free 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 draft a proposal using drag-and-drop content elements. Upgrade to a Business plan for CRM integration with HubSpot and Zoho CRM, among others. Creating and emailing a proposal in PandaDoc can be done in a short amount of time, which makes it great for teams that need a quick turnaround.

PandaDoc Pricing

  • PandaDoc Free-for-Life: Unlimited esignatures and document uploads
  • Essentials: $19 per user, per month
  • Business: $49 per user, per month
  • Enterprise: Call for quote
  • Free Trial: 14 days
  • Payment Processing Fees: Vary by payment platform

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.
  • Proposal Analytics: Track behavior like times viewed, links clicked, and downloads.

PandaDoc Proposal Software

Visit Pandadoc

Proposify: Best for Managing Proposals

Sales teams can avoid errors by managing approval 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

  • Proposify Free-for-Life: 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
  • Payment Processing Fees: From 1% + 30¢ via Stripe integration

Proposify Key Features

  • Pipeline Management: Streams group deals together by date, region, and more.
  • Team Management: Limit mistakes by setting approval permissions and user roles.
  • Live Updates: Follow a proposal’s current status on desktop or mobile.
  • App Integrations: Syncs with 10+ apps natively plus many others with Zapier.

Proposify Proposal Software

Visit Proposify

Better Proposals: Best for Interactive Web-Based 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 10 proposals
  • Premium: $21 per user, per month for 50 proposals
  • Enterprise: $42 per user, per month for unlimited proposals
  • Free Trial: 14 days
  • Payment Processing Fees: Varies by payment platform

Better Proposals Key Features

  • Web-Based Proposals: Host interactive web-based proposals on custom domains.
  • Proposal AI: Uses industry data to make suggestions that will yield high conversions.
  • Live Chat: Add a live chat widget to proposals for instant answers to client queries.
  • CRM Integrations: Works 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 with highly-visual immersive proposals that are easy to create, send, and track.

Price Range: $66 to $490+ per month for 3 to 10+ users (14-day free trial)

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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: $66 per month for 3 users
  • Enterprise: $490 per month for 10 users
  • Additional Users: From $22 per user
  • Free Trial: 14 days
  • Payment Processing Fees: From 1% + 30¢ via Stripe integration

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.
  • 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: $5.00 to $8.00 per month for 1 user ($1.00 21-day trial)

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Pros:

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

Cons:

  • Trial costs money (but still cheap)
  • 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

  • Prospero Yearly: $5.00 per month for 1 user
  • Prospero Monthly: $8.00 per month for 1 user
  • Trial: $1.00 for 21 days
  • Payment Processing Fees: Varies by payment platform

Prospero Key Features

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

Prosper Proposal Software

Visit Prospero

RFPIO: Best for Advanced RFP Features

RFPIO is a strong contender thanks to its machine learning engine, robust management tools, and quality support.

Price Range: Call for quote

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Pros:

  • Project management features
  • Machine-learning AI engine
  • Top-notch customer service

Cons:

  • Must call for pricing
  • No free trial period
  • Import/export not always smooth

RFPIO is advanced RFP management software that excels at providing responses that garner high acceptance rates. Its AI engine uses machine learning so it’ll give more precise recommendations over time. There’s also a strong suite of project management tools with real-time proposal tracking and in-app tagging so everyone is kept in the loop. RFPIO is a great enterprise option with a customer support team that many users deem to be excellent.

RFPIO Pricing

  • Call for Quote

RFPIO Key Features

  • AI Engine: This adaptive learning engine provides precise answers to RFPs.
  • Collaboration: Tag people on in-app comments, even if they’re outside the company.
  • Real-Time Tracking: See what’s on deck, what’s in progress, and what’s approved.
  • Knowledge Management: Access content via Slack, Microsoft Teams, and Chrome.

RFPIO Proposal Software

Visit RFPIO

Proposable: Best to Monitor Proposal Activity

From collaborative in-app editing tools to custom email or SMS notifications, Proposable keeps teams in the loop.

Price Range: $19 to $500+ per month for 5 to unlimited proposals (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-full star-fullstar-full Customer Support star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Email and SMS notifications
  • In-app comments
  • Varied selection of templates

Cons:

  • Limited integrations
  • Clunky interface
  • Proposal design not flexible

Proposable is proposal software that keeps teams on the same page from creation to approval. In-app comments allow project members to discuss and make edits before sending a proposal, which happens only it’s approved by designated individuals. After it’s sent, users can customize which actions they want to follow and how they want to be notified (email or SMS). Proposable is made for teams wanting to closely monitor activity from start to finish.

Proposable Pricing

  • Solo: $19 per month for 5 proposals
  • Team: $39 per user, per month for unlimited proposals
  • Enterprise: From $500 per month for unlimited proposals
  • Free Trial: 14 days
  • Payment Processing Fees: From 1% + 30¢ via Stripe integration

Proposable Key Features

  • Integrated Comments: Allows teams to check and discuss every detail before sending.
  • Custom Notifications: Be notified of actions in real time via email or text message.
  • Template Library: Browse over 90 designs spanning various industries and services.
  • Stripe Integration: Integrates with Stripe so clients can pay upon accepting a proposal.

Proposable Proposal Software

Visit Proposable

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 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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