Best Proposal Management Software - Page 2
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Compare the Top Proposal Management Software as of November 2025 - Page 2
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1
QuoteWerks
Aspire Technologies, Inc
For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.Starting Price: $199.00/one-time/user -
2
Ignition
Ignition
Ignition is the leading contracts, billing and collections automation platform for accounting and professional services businesses to spark greater efficiency and profitability. Ignition automates and optimizes proposals, billing, payments and workflows in a single platform that fits seamlessly into existing technology stacks. With a vision to transform how professional services and their clients do business together, Ignition empowers 7,500+ businesses to reach their full revenue potential. To date, Ignition customers have engaged 2 million clients and generated US $9b in revenue via the platform. Ignition’s 180–strong global workforce spans Australia, Canada, New Zealand, the Philippines, US and the UK.Starting Price: $39 per month -
3
QuoteCloud
Corporate Interactive International Pty Ltd
#1 Sales Quoting Software & Sales Proposal Software * Create and send sales quotes, easier and faster * Know when your customer is reading your sales quote. Make your move at the right time, QuoteCloud will message you when your customer opens a sales quote. * Stand out from the crowd . Create interactive documents that set you apart from your competition. * Industry Specific Software Extensions. Explore a library of software extensions that make the difference in your industry. Built by experts just for you! * No design skills required. Use our library of sales quote templates, design your own, or ask us for help. * Easy customer eSignatures. Add e-signatures to make it super easy for your customers to sign legally binding documents. * Get Paid Faster With integrated e-signature and payment features, your prospect can sign your legally binding terms and conditions and pay a deposit in minutes. *Live Chat. Live chat with customers while they read your sales quotes.Starting Price: $39 /user per month -
4
In Mind Cloud
In Mind Cloud
Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP to help you sell and be easy to buy from. Reduce Costs Don't settle for misconfigurations, costing inaccuracies, or production errors. Unite your entire manufacturing sales process without failure-prone manual workarounds. Improve Your Sales Efficiency Find out how you can simplify your sales and watch your conversions soar by reimagining an effective sales process. Happy sales teams, happy customers. Gain a Competitive Advantage Are global competitors stealing your deals? Play to your strengths, showcase your product expertise, and scale your business in an ever-changing market. Increase Your Revenue Put the right offers in front of the right audience, at the right time. Engineer your growth by focusing on your sales management to yield higher resultsStarting Price: $125 USD -
5
EMDESK
EMDESK
Manage all your projects efficiently – in one place. EMDESK is a single, flexible project and financial management platform that unifies planning, controlling, execution, and collaboration in projects. It helps teams and stakeholders to work together, while maintaining maximum control and transparency. Hosted and developed in Germany, EMDESK guarantees the highest security standards. With real-time views of timeline and finances, teams can schedule activities, estimate costs and allocate resources. Efficiently design and budget projects of any scale and complexity with all team members and partners. Keep your multiple projects on schedule and work together efficiently.Starting Price: €6 per user per month -
6
Funnel CRM
Funnel CRM
Never miss closing a deal, or following up with a customer again. All growing businesses run into the same fundamental problems. Losing track of your leads, buried under email, forgetting to followup. The good news? Funnel solves them all. Try Funnel CRM free for 14 days. A simple CRM software to track leads, manage follow-ups, less data entry, more sales. Its that quick and easy. Use our simple form builder to create contact forms. Paste the code you get into your website, done. Contact form submissions create deals that are placed in a sales funnel, instead of a messy inbox. Know when your messages have been viewed by your customers. Awe your customers with professional, well-formatted proposals. Multiple currencies supported. Funnel builds and maintains your contacts database, based on the information they provide through the contact forms. No effort required. You can use your favorite email client or mobile phone to reply to your customers.Starting Price: $10.00 per month -
7
Proteus
Xergy
Proteus is the complete project management software built by energy experts for the energy sector. Proteus brings pre-project planning, winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves companies in oil and gas and renewables away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, win more business, deliver more projects and keep work simplified. Proteus brings everything together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place on a centralized platform. Proteus dramatically improves efficiency by improving the way margins are managed, resulting in cost savings to allow your company to scale and grow. Maximize value across the project lifecycle. Get better visibility, better control, better consistency and better productivity.Starting Price: $35 per user per month -
8
Sculptor CPQ
Twistellar
Create dynamic product bundles and specify internal rules and dependencies to prevent errors in configuring complex products compose quotes with products and configurable product bundles to make the best offers. Configure pricing rules and discount schedules to automate condition-based pricing apply special terms and get approvals to provide individual terms for your customers. Generate quotes PDFs using configurable branded templates, negotiate on terms, sign off deals automate recurrent quotes, and timely manage subscriptions. Visibility of all pricing and configuration rules applied. You'll be able to see how exactly was this price calculated at last! Automatic configuration capabilities for bundles and quotes. Configure conditional adding/removing products on the quote level, not just bundle.Starting Price: Free -
9
eRFP
InHub
Make your next request for proposal (RFP) fast, smooth, and efficient. As a trusted RFP concierge, InHub LLC’s leading Investment Consultant eRFP platform allows investment fiduciaries to complete the RFP process cost-efficiently. Using our robust eRFP technology, users can efficiently create a customized RFP questionnaire, submit the questionnaire to chosen candidates, evaluate proposals side-by-side, take notes online, and document the entire process for a fiduciary audit file. With InHub, you can speed up the RFP process while reducing risk and cutting costs.Starting Price: $1000.00/one-time -
10
eRep
Revalize
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!Starting Price: $75/user/month -
11
Bidrik
Bidrik
Create client quotes, sales proposals, product sheets, and folders with our flexible templates, or upload your existing sales materials and combine them freely. You can set up your business profile with just a few clicks. The sales documents on the account will be adjusted to these settings. Bidrik will be your sales hub, where you create and store everything you send to your customers. It will help you close your deals fast. Send sales quotes and proposals online, directly to the customer. See when they are opened, how much is read, and for how long. Set up automatic reminders. Bidrik works as your automated digital sales assistant, and processes your customers’ orders without having to spend much time or thought on the matter. With a clear dashboard and real-time stats, you're making progress. Do not lose business, get alerts when quotes and contracts are about to expire.Starting Price: $23 per month -
12
Routzy
Coalesce Software
Routzy is an iPad sales app that rolls the advanced features of several business utilities into a single, mobile sales center. Turn your leads into customers today. Stay organized by logging all your prospect and customer communication in one place. The perfect tool for a mobile sales team, Routzy generates optimized sales routes in seconds. Create sleek, snazzy quotes on the fly for a better shot at closing deals in the field. Digitize your existing paperwork and roll out with the forms to handle any situation. Make killer presentations to express your ideas and bolster your sales pitch. Access contact data and track workforce activity with Dropbox integration. Routzy is a mobile sales CRM (customer relationship management) app for the iPad®. Simply put, this application turns an iPad into the ultimate standalone sales tool. With Routzy, we've rolled the advanced features and functionality of several business productivity utilities into a single sales center.Starting Price: $34.99 per user per month -
13
CuViBox
CuViBox
CuViBox is a corporative CV database where companies can search for specific professional profiles and then export them to custom office formats, automating part of the process of generating commercial propossals. Employees and applicants can upload their CVs themselves. Each employee can have multiple CVs in different languages or with different focus areas. The commercial team will be able to use advanced filters to locate CVs and export them to office with just a few clicks. New templates can be created directly using MS-Office. HR people can manage the employee database, track the CV update status and launch CV update campaigns. They also get statistics on knowledge and experience accumulated in the company. With the projects and clients database, CV updating will be easy and semi-automated. Other features included: custom fields, CV tracking campaigns, statistics, projects and clients database, GDPR management,... On-premise version available!Starting Price: 0 -
14
simplyreliable|OS
Simply Reliable
simplyreliable|OS is a complete cloud-based business operating system built specifically for systems integrators. It streamlines the entire workflow—from managing contacts and proposals to invoicing, purchasing, inventory, scheduling, work orders, and time tracking. The platform integrates seamlessly with QuickBooks Online and Desktop, ensuring smooth financial management. With zero-setup product updates, customizable proposal templates, and mobile access across web, iOS, and Android, teams can work anywhere at any time. The built-in Welcome Process allows businesses to be up and running in less than five minutes, while the smartPRENEUR Academy provides self-paced training in about an hour. By consolidating critical business processes into one end-to-end solution, simplyreliable|OS helps integrators increase efficiency, reduce errors, and improve profitability.Starting Price: $29.99/month/user -
15
SwiftCRM
SwiftCloud
CRM Software for Growing Small Businesses. Complete Customer Relationship Management, Helpdesk, Sales Tools & More. You’re busy. The last thing you need is another software program to keep updated. SwiftCRM side steps conventional CRMs, so you automate more, and send emails, calls, and postal mail right through the application – so you never have to copy & paste. Furthermore, it’s the #1 most customizable sales dashboard in the industry, so you or your team will feel right at home, with language, labels, statuses, and deal flow that match your systems. We believe software should conform to humans, not the other way around.Starting Price: $19.00/month/user -
16
Proposa
Proposa
Proposa takes you from prospect to customer with an intuitive interface that helps you build three times faster than you currently do. With smart insights that legacy applications can't provide, you'll close more. The canvas may be blank but it won’t be for long. The Proposa interface is elegant and simple allowing you to concentrate only on what matters. Proposa provides 5 building blocks that allow for limitless options. Add text, multimedia, tables, lists, or slideshows, with ease. Don’t spend time building what’s already been built. Proposa’s smart templating system allows you to easily use and reuse content from your own library. You don’t have to be a graphic artist to create visually stunning proposals. Proposa handles the design details. Simply add and position your content and you’ll be as impressed as your prospects. Know when you're top-of-mind. Proposa sends real-time open notifications when your prospects open your proposal.Starting Price: $25 per month -
17
DocuCollab
DocuCollab
DocuCollab is a robust software, where contracts, proposals, quotes, and other official documents can be monitored and managed effectively. Collaborate with the team, vendors, and customers in real-time. Enhance your team productivity and minimize clerical errors. Manage your sensitive documents prudently. With DocuCollab, ensuring the security of the official/personal information is easier. Link your CRM, ERP, and HRM software with DocuCollab for a highly-efficient integrated platform. Analytics and reporting made simpler with DocuCollab. Negotiate on terms and conditions with the agile software. DocuCollab facilitates an easy and effective negotiation channel through track changes and comments. Create folders and assign levels of security with DocuCollab. Organize all the documents pertaining to a contract/proposal in a simple yet effective manner. DocuCollab is designed to suit businesses of all ranges across industry verticals.Starting Price: $19 per month -
18
Recapped.io
Recapped
A living workspace for complex deals. Mutual action plans that keep prospects accountable and ensure nothing falls through the cracks. Keep everything in one spot. Ensure clients complete next steps. Automatic email reminders help keep clients, stakeholders, and team members accountable to next steps. Consolidate your entire deal in one place. No more searching through countless email threads and spreadsheets. A single place for you and your client. Accurately forecast deal outcomes. Gain visibility into the status of your deals without complicated reports, and jump in before it's too late. Clone your best reps with repeatable playbooks. Drive best practices on every deal with reusable templates, ensuring everyone performs their absolute best. Integrate into your existing workflow. Recapped integrates with Salesforce, Dropbox, Google Drive, and a lot more.Starting Price: $49 per user per year -
19
Ascend
Mindbox Studios
Ascend provides the sales tools your team needs to succeed. Get bids done right. Close deals faster and improve the accuracy of your team's estimates. Improve visibility, leverage historical data, and improve project margins with easy-to-use software tools. Reduce quote turnaround time and increase the accuracy of your estimates. Generate proposals using templates and spec docs for quicker signoffs. Get visibility into your pipeline and anticipate capacity issues sooner. Link your systems for easy access to all of the customer info.Starting Price: $25 per month per user -
20
Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
21
ScopeStack
ScopeStack
Build your pricing and statement of work in one simple step. The ScopeStack platform allows you to easily pick and choose features across different technology towers for a simple scoping process. No more long hours behind the computer, managing word templates and editing grammar. The ScopeStack platform automatically builds the scope while you are choosing features and functions. Visually determine which projects are more profitable and use key business metrics to auto approve projects.Starting Price: $500 per month -
22
ClientTether
ClientTether
ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. -
23
Quote Manager
CRM Dynamics
Quote Manager CPQ for Microsoft Dynamics 365. Quote Manager CPQ is a powerful add-on completely native within Microsoft Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes. Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 – where all the set up, configuration and data is held in Dynamics. As a result you have full control over any additional customization or use of standard Microsoft Dynamics 365 features such as queries, charts, views, and workflows. The quoting solution uses the standard export/import capability of Excel for Product Database modifications, as well as PowerBI dashboards and PowerApps. Quote output is controlled by standard Word Templates or other add-ons. Quote Generation. Search across 10,000+ products. Sort and filter by category, make, supplier, and product description. Add products to the quote, customize the layout with comments and sub-totals, edit descriptionsStarting Price: $17 per month per user -
24
Tispr
Tispr
A productivity suite built for you. We understand the hassle behind the hustle. That's why we make it easier to handle the difficult things so you can spend more time doing what you love most. Get stuff done easier and faster so you can spend less time managing your business and more time on what you do best. Record, report, and get paid for your time—all at the same time. Send lawyer-vetted contracts to your clients in minutes. Keep all your work files in one place and easily share them with your clients. Manage tasks simply and stay organized so you can focus on what's important. Managing your time is one thing. Managing expectations is another. Our tools help ease the challenges that come with keeping your clients up-to-date and informed. Start new client relationships on the right foot with a flexible proposal and estimate builder. Organize and add clients to your customer database to keep track of important details.Starting Price: $16 per month -
25
Meridian for Proposal Teams
XRSolutions
Managing proposal resources is never simple. Meridian for Proposal Teams smoothes out the procedures by giving Proposal Managers the tools they need to keep the schedule moving towards a successful delivery while providing the all-important subject matter experts with the ability to contribute in a timely and friendly way to the overall proposal effort. Get immediate access to approved content and quickly import into any working file. Search and retrieve company information, technical information, drawings, biographies, product data and much more. Here are just a few of the significant features and benefits: View and track proposal efforts at a glance, search and publish to reusable content libraries, work on proposal volumes in a collaborative workspace, build and manage virtual teams, common document formatting, accountability with checks and balances, built on Microsoft SharePoint.Starting Price: $8 per month -
26
Bonsai
Bonsai
What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.Starting Price: $17 per month -
27
WISO MeinBüro
Buhl Data Service
The flexible online office software for sustainable business success. Write convincing offers, tax office-compliant invoices and legally secure reminders right away. Easily do your accounting at the same time. Plan, manage and control all business activities and make your day-to-day work easier. Companies that create more time for the execution of services and the sale of products and thus want to make everyday work easier should use WISO MeinBüro. With the comprehensive functionalities of our intelligent office software, we support companies in the planning, management and control of all company activities. WISO MeinBüro has a large range of functions that facilitate the typical office tasks of companies through intelligent and innovative automatisms and interlocking. This saves time on the one hand and costs on the other. Simplify the handling of every order. Whether Shopify or Shopware connection, with WISO MeinBüro Web you always have an overview of all e-commerce activities.Starting Price: €6 per month -
28
quotadoo
quotadoo
Quickly generate detailed and personalized quotes, store them safely in the cloud and send them to your customers with one click. We wanted to create a practical and easy to use tool. Thanks to the quick video guide, it takes just a few minutes to learn how to use quotadoo®. With quotadoo® you drastically reduce the time needed to create and send your quotes. Earn hours of work thanks to quotadoo® and take back your time. Increase the success of your quotes with a professional and impactful presentation. Save up to 90% time compared to manual models. Impress your customers and beat the competition over time: create and deliver your quote even immediately when you are at the customer's, by connecting with your tablet. You do not have to install anything: thanks to the secure Cloud technology, you can use quotadoo® whenever you want from the office, from home or on the move.Starting Price: €79 per year -
29
iPoint
iPoint
iPoint Solutions is a US-based company developing software for field service companies to streamline their daily operations, optimize their workflows, and convert prospects into sales faster, by offering a comprehensive yet flexible platform solution for your unique business needs. An end-to-end business management platform empowering you to manage every aspect of your company from a single platform. Access real-time performance and metrics of every department, plus get automated daily briefings. Freedom to go paperless at the office, the warehouse, or in the field. Integrate with your mobile device for a truly on-the-go experience. iPoint helps hundreds of companies improve efficiency and profits. Empower your team with the tools to win and manage your entire business on a single platform. Complete jobs faster and cut waste with automated workflows that keep your team in the loop.Starting Price: $105 per month -
30
Twenty5
Twenty5
Intelligent project based cost estimating and proposal pricing from Twenty5 for companies running SAP to bid commercial projects (and estimate capital projects) faster, more accurately and with more confidence. iPE from Twenty5 helps you drive top-down and bottom-up costing and pricing, combines the art and science of project planning and cost estimating, and leverages the combined power of your team and your data to create realistic cost models that include factors and formulae, based on our powerful algorithms running on SAP HANA to mine your ERP data. Mitigate three-point estimating, risks and exploit opportunities to deliver more profitable programs by calculating risk-adjusted cost and margins, and track execution risk and management reserves. And once you win your project, track estimated vs. planned vs. actual / EAC costs and revenues with our powerful project forecasting, change control, risk and issue tracking and status tools which come fully integrated with SAP.