# Best Proposal Management Software - 2026 Reviews & Pricing > Find the best Proposal Management Software for your organization. Compare top Proposal Management Software systems with customer reviews, pricing, and free demos. Source: https://www.softwareadvice.com/proposal-management/ --- [Home](https://www.softwareadvice.com/) / Proposal Management Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Proposal Management Software of 2026 Updated July 23, 2026 On this page 1. Popular Comparisons 2. Related Software Filter products 193 results ### Compare Products Showing 1 - 25 of 193 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Sponsored**: Sorts listings by software vendors running active bidding campaigns, from the highest to lowest bid. Vendors who have paid for placement have a ‘Visit Website’ button, whereas unpaid vendors have a ‘Learn More’ button. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: HoneyBook 4.72 [(683)](https://www.softwareadvice.com/crm/honeybook-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, and projects. It is suitable for professionals such as event service providers, marketing specialists, designers, creative professionals, consultants, coaches, personal service providers, and real estate professionals. The platform supports businesses in maintaining client relationships and organizing operational workflows. The system includes tools for tracking client interactions, creating proposals and contracts, processing invoices and payments, capturing leads through customizable forms, and managing projects. Its AI features assist with tasks such as generating email drafts, creating project summaries, analyzing business trends, and taking meeting notes. Additional features include a client portal, scheduling tools, and automation options. HoneyBook offers mobile access through iOS and Android apps, enabling professionals to manage operations remotely. It centralizes business processes and client communications to simplify workflows.... [Read more](https://www.softwareadvice.com/crm/honeybook-profile/) ### What users love - Centralized client organization tools - User-friendly and intuitive design - Streamlined invoicing and contracts ### To take in mind - Clunky and unreliable email features - Slow and restrictive payment system - Expensive for small businesses ### Best rated features: Dashboard 5.0 Content Library 5.0 Task Progress Tracking 5.0 For Startups 5.0 ### Worst rated features: Status Tracking 3.0 Employee Scheduling 3.0 Business Process Automation 3.0 Customizable Forms 3.0 [See all features](https://www.softwareadvice.com/crm/honeybook-profile/#key-features) ### Starter $36.00/month ### Essentials $59.00/month ### Premium $129.00/month [See full pricing details](https://www.softwareadvice.com/crm/honeybook-profile/#pricing-and-plans) ### Product: Ploomes CRM [Ploomes CRM](https://www.softwareadvice.com/product/449937-Ploomes/) 4.88 [(442)](https://www.softwareadvice.com/product/449937-Ploomes/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Ploomes CRM is a sales automation and customer relationship management platform built to simplify complex B2B sales. Designed for growing businesses that need more control over their pipeline, Ploomes centralizes proposals, workflows, and reports in one intuitive place. Sales teams gain full visibility into performance with real-time dashboards while automating repetitive tasks and document generation to save time and close deals faster. Unlike generic CRMs, Ploomes was built with consultative sales in mind. Customizable pipelines, advanced integrations (ERPs, Gmail, RD Station, Power BI, and more), and seamless reporting connect sales to the rest of the organization. Trusted by companies in industries such as manufacturing, technology, and insurance, Ploomes combines ease of use, fast implementation, and local customer support to drive measurable revenue growth and consistent adoption.... [Read more](https://www.softwareadvice.com/product/449937-Ploomes/) ### What users love - Intuitive and accessible interface - Comprehensive sales process oversight - Streamlined lead tracking tools ### To take in mind - Learning curve and complexity ### Best rated features: Version Control 5.0 Customizable Templates 5.0 File Sharing 5.0 Sales Automation 5.0 ### Worst rated features: User Management 3.0 Segmentation 4.0 [See all features](https://www.softwareadvice.com/product/449937-Ploomes/#key-features) ### Ploomes Lite $22.00/month The best option for businesses that search to give the first step towards a better sales management. [See full pricing details](https://www.softwareadvice.com/product/449937-Ploomes/#pricing-and-plans) ### Product: Quotient [Quotient](https://www.softwareadvice.com/product-configurator/quotient-profile/) 4.81 [(136)](https://www.softwareadvice.com/product-configurator/quotient-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Quotient is online quoting software for people who'd rather be winning work than wrestling with documents. If you run a trades, construction, or service business, you know the routine. A customer asks for a price, and suddenly you're copying an old Word document, fixing someone else's numbers, exporting a PDF, and hoping it doesn't land in spam. Then silence. Did they open it? Are they comparing you with someone else? Should you call, or is it too soon? Quotient was built to end that guessing game. What makes it different Your quotes become interactive web pages, not static attachments. Customers open them on any device, tick the optional extras they want, choose between the options you've offered (good, better, best works wonders), and watch the total update as they go. When they're ready, they accept online with one click. If they have a question, they ask it right on the quote, and the whole conversation stays attached to the job instead of buried in an inbox. You'll know the moment your quote is viewed. And when it's time to give a customer a gentle nudge, Quotient flags exactly which quotes need following up and has a ready-to-send message waiting. One click and it's sent. Nothing goes out automatically, so your customers always hear from you, not a robot. Who it's for Quotient is made for small and medium businesses that quote every week: builders, electricians, painters, landscapers, security installers, event companies, IT providers, agencies, and consultants. If you send five or more quotes a week and each one matters, you're exactly who we built this for. It's deliberately simple. You won't find enterprise bloat, per-document fees, or a three-week onboarding course. Most people send their first quote within minutes of signing up. The practical wins Build quotes fast from reusable templates, with photos and file attachments that make your offer stand out. See your acceptance rate, average quote value, and total sales in built-in analytics, so you finally know what's working. And when a quote is accepted, create the Xero or QuickBooks Online invoice in one click. Quotient also connects with Capsule, Insightly, and Mailchimp, plus thousands more apps through Zapier. Support from real people When you need a hand, you'll get a prompt, personal reply from a real human who knows the product inside out. Our reviews mention the support team almost as often as the software itself. There's also a detailed knowledge base and video guides if you prefer to find your own way. Simple pricing, no surprises One flat monthly price for solo users, simple per-user pricing for teams, unlimited quotes on every plan. Try Quotient free, no credit card required, and send a real quote to a real customer today.... [Read more](https://www.softwareadvice.com/product-configurator/quotient-profile/) ### Best rated features: Workflow Management 5.0 Customizable Branding 5.0 Knowledge Base Management 5.0 Content Library 5.0 ### Worst rated features: Reporting & Statistics 3.0 [See all features](https://www.softwareadvice.com/product-configurator/quotient-profile/#key-features) ### Solo $28.00/month 1 Team Member Only. Everything you need to quote like a pro, solo. ### Team $48.00/month 2-5 Team Members Included. Additional team members are $8 USD each per month. \* Private Notes & Team Mentions. \* Personalized Emails & Footers. \* “We / Me” Dashboard Filtering. \* Admin & Non-Admin Access. \* Individual Logins & Easy Access Removal.... [Read more](https://www.softwareadvice.com/product-configurator/quotient-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/product-configurator/quotient-profile/#pricing-and-plans) ### Product: Better Proposals [Better Proposals](https://www.softwareadvice.com/electronic-signature/better-proposals-profile/) 4.80 [(166)](https://www.softwareadvice.com/electronic-signature/better-proposals-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Better Proposals is a proposal management software that helps businesses create, share and organize custom proposals and cover pages. The platform includes customizable templates, which allows organizations to design personalized documents with custom logos, colours or introductory video to establish brand identity with clients. The interactive editor in Better Proposals enables enterprises to write, edit or remove content, modify themes and add background images to proposals. It offers a host of features such as password protection, multilingual content, custom domain, content library, user permissions, approval management, and more. Additionally, administrators can define recurring pricing, request digital signatures from clients and receive notifications about status updates, approvals and follow-ups. Better Proposals supports integration with various third-party applications like Stripe, PayPal, Basecamp, Trello, HubSpot CRM, Zoho and more. Pricing includes monthly/annual subscriptions and support is extended via email, a help center and other online measures.... [Read more](https://www.softwareadvice.com/electronic-signature/better-proposals-profile/) ### Best rated features: Content Management 5.0 Customizable Branding 5.0 Sales Pipeline Management 5.0 Reporting/Analytics 5.0 ### Worst rated features: Drag & Drop 1.0 Third-Party Integrations 3.8 [See all features](https://www.softwareadvice.com/electronic-signature/better-proposals-profile/#key-features) ### Starter $19.00/month Ideal for freelancers and individuals ### Premium $29.00/month Perfect for small businesses ### Enterprise $49.00/month Designed for sales teams [See full pricing details](https://www.softwareadvice.com/electronic-signature/better-proposals-profile/#pricing-and-plans) ### Product: Docusign [Docusign](https://www.softwareadvice.com/product/367901-Docusign/) 4.74 [(9404)](https://www.softwareadvice.com/product/367901-Docusign/reviews/) Best for:Electronic Signature ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary DocuSign is a cloud-based platform that enables organizations to create, commit to and manage their agreements all in one place. DocuSign's solutions cater to a wide range of industries, from financial services and insurance to real estate and government. DocuSign's core product is eSignature, which allows users to electronically sign documents with ease. It also offers advanced features such as contract lifecycle management that helps automate the contract lifecycle to accelerate cycle times, optimize agreement value and eliminate unnecessary risk. DocuSign further enhances its capabilities through a set of integrations and APIs, allowing seamless integration with other business systems.... [Read more](https://www.softwareadvice.com/product/367901-Docusign/) ### What users love - Streamlined diGital signature process - User-friendly and intuitive interface - Efficient document organization tools ### To take in mind - Expensive for small users - Email delivery and spam issues - Slow and unhelpful support response ### Best rated features: Data Capture and Transfer 5.0 Real-Time Data 5.0 Renewal Management 5.0 Alerts/Notifications 5.0 ### Worst rated features: Contract Negotiation 3.3 Version Control 3.8 [See all features](https://www.softwareadvice.com/product/367901-Docusign/#key-features) ### Personal $15.00/month Up to 1 user ### Standard $45.00/month Up to 50 users ### Business Pro $65.00/month Up to 50 users [See full pricing details](https://www.softwareadvice.com/product/367901-Docusign/#pricing-and-plans) ### Product: Aligned [Aligned](https://www.softwareadvice.com/crm/aligned-profile/) 4.94 [(47)](https://www.softwareadvice.com/crm/aligned-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary Aligned's digital sales room simplifies complex deals, engages buyers, and reduces time-to-value for sales teams. All customer communication, processes, content, and tools are all centralized in Aligned so that users no longer have to chase emails week after week.... [Read more](https://www.softwareadvice.com/crm/aligned-profile/) ### Best rated features: Collaboration Tools 5.0 Project Management 5.0 Sales Onboarding & Training 5.0 Customer Segmentation 5.0 ### Worst rated features: Real-Time Updates 4.0 [See all features](https://www.softwareadvice.com/crm/aligned-profile/#key-features) ### Product: Relayto [Relayto](https://www.softwareadvice.com/cms/relayto-profile/) 4.78 [(201)](https://www.softwareadvice.com/cms/relayto-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Available Software Advice Summary RELAYTO is the #1 Interactive Experience platform that transforms your static content (PDFs, MP4s, images, blogs) into engaging interactive experiences, enabling viewers to choose their own path and self-educate. With RELAYTO, you can create an unlimited number of public and private interactive experiences equipped with security, permissions and user management to control who has access to your content. https://rla.to/pitch Check out how RELAYTO can make your documents come to life, relayto.com/showcase and book a meeting with us: https://rla.to/meet-with-relayto... [Read more](https://www.softwareadvice.com/cms/relayto-profile/) ### Best rated features: Image Editing 5.0 Behavior Tracking 5.0 Template Management 5.0 Conversion Tracking 5.0 ### Worst rated features: Personalization 4.0 Chat/Messaging 4.0 [See all features](https://www.softwareadvice.com/cms/relayto-profile/#key-features) ### Pro Plan Custom Pricing available upon request Ideal for professionals and entrepreneurs. [See full pricing details](https://www.softwareadvice.com/cms/relayto-profile/#pricing-and-plans) ### Product: Jotform Sign [Jotform Sign](https://www.softwareadvice.com/forms-automation/jotform-sign-profile/) 4.77 [(216)](https://www.softwareadvice.com/forms-automation/jotform-sign-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary Jotform is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job applications and register guests for events. Jotform features a one-page-per-question survey format and several built-in templates and themes that help users to customize their forms. The solution also features a central dashboard, and the form builder supports emojis, icons, animations, video backgrounds and more. Jotform offers plugins for PayPal, Google Drive, Dropbox, MailChimp, Box, OneBip, SalesForce and Zoho CRM. Users can also add widgets like checklists, image sliders, terms and conditions, date selections, tables and more to their forms. Jotform offers services on a monthly subscription basis that includes support via email, chat, training videos and an online support forum.... [Read more](https://www.softwareadvice.com/forms-automation/jotform-sign-profile/) ### Best rated features: Search/Filter 5.0 File Sharing 5.0 Workflow Management 5.0 Archiving & Retention 5.0 ### Worst rated features: Approval Process Control 3.0 CRM 3.0 [See all features](https://www.softwareadvice.com/forms-automation/jotform-sign-profile/#key-features) ### Product: VT Docs [VT Docs](https://www.softwareadvice.com/document-control/vt-docs-profile/) 4.88 [(52)](https://www.softwareadvice.com/document-control/vt-docs-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary RFP Software for Government Contracting On average, customers increase their win rate by 9.8% with VT Docs. VisibleThread is a trusted partner to 11 of the top 15 US Government Contractors. Our cutting-edge technology supports thousands of users across a diverse range of organizations, from small businesses to mid-market and large enterprises. VisibleThread's flagship RFP solution, VT Docs, is leveraged across key sectors, including Defense & Space, IT Services, Healthcare, Engineering & Construction, and many more. Our customers face several common challenges when it comes to proposal development: - Highly manual processes: copying and pasting to create compliance matrices. - Analyzing contracts for risk (data rights, security, IP clauses, FAR/DFARS). - Identifying material changes in RFPs, SOW, contracts, etc. - Analyzing past performance data. - Qualifying new opportunities – making Bid/No Bid/teaming decisions (scoring against capabilities). - Finding relevant material quickly and accurately. - Creating written content from scratch. - Inconsistent quality of writing. With VT Docs you can automate tedious, manual doc review steps and improve the quality of your proposals. Here are some of the features of VT Docs RFP Software that will help you to increase efficiency, improve compliance, reduce risk, win more business. Shred Compliance Matrix: Shred your RFPs and SOWs for words like: “WILL”, “SHALL”, “MUST”, and any other custom keywords. Share the Excel output with your entire proposal, contracts & technical team. Check for Acronyms: Check Acronym Usage in Seconds. Instantly scan your documents to identify incorrect and inconsistent use of acronyms or acronyms defined in different ways. Make Faster Bid / No-Bid Decisions: VT Docs' Discovery feature allows you to analyse any document for themes. This allows you to identify the best opportunity for your business. Alignment / Gap Analysis: Compare multiple docs for alignment to improve compliance and highlight gaps between docs. Compare Excel Documents: VT Docs allows you to quickly compare multiple excel documents in minutes. Amendment Handling: Itemize all textual differences side-by-side, in a reportable Excel format. Conduct impact analysis, and share report with team for review. Identifying Risky Compliance Requirements: Shred for compliance requirements such as FAR / DFARS – Extract flow downs, sensitive IP, export restrictions or security clauses Reduce Scope Creep VisibleThread allows you to ensure communications are clear and digestible. Improving readability reduces the opportunity for misunderstanding. Multiple Workspaces On-premise & Private Cloud Deployment Option SSO (Single Sign-On)... [Read more](https://www.softwareadvice.com/document-control/vt-docs-profile/) ### Best rated features: Contract/License Management 5.0 Document Automation 5.0 Document Generation 5.0 Risk Assessment 5.0 ### Worst rated features: Multiple Output Formats 3.0 Alerts/Notifications 3.5 Risk Management 3.5 Document Storage 4.0 [See all features](https://www.softwareadvice.com/document-control/vt-docs-profile/#key-features) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/document-control/vt-docs-profile/#pricing-and-plans) ### Product: Agiled [Agiled](https://www.softwareadvice.com/project-management/agiled-profile/) 4.73 [(350)](https://www.softwareadvice.com/project-management/agiled-profile/reviews/) Best for:Invoice Creation ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Agiled is an all in one business management platform. It comes with built-in CRM, HRM, Financial Management, Project Management and Time Tracking. Users can manage all of their business in one place and provide a client portal access to their customers. Agiled can be customized according to the business needs. Users can manage projects and invite their team to update tasks and progress. Support is extended via live chat, email, documentation, FAQs and an inquiry form.... [Read more](https://www.softwareadvice.com/project-management/agiled-profile/) ### Best rated features: Multiple Billing Rates 5.0 Issue Management 5.0 Completion Tracking 4.8 Employee Database 4.8 ### Worst rated features: Reminders 3.0 Customizable Templates 3.8 Team Collaboration 4.0 Automatic Time Capture 4.0 [See all features](https://www.softwareadvice.com/project-management/agiled-profile/#key-features) ### Basic $0.00 ### Pro $30.00/month $25/month when billed annually. ### Premium $59.00/month $49/month when billed annually. [See full pricing details](https://www.softwareadvice.com/project-management/agiled-profile/#pricing-and-plans) ### Product: Proteus [Proteus](https://www.softwareadvice.com/product/186472-Proteus/) 4.95 [(21)](https://www.softwareadvice.com/product/186472-Proteus/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Proteus is an end to end project management solution that can meet the needs demanded by complex projects, global teams, and ambitious targets. Proteus is a feature-rich low-cost solution that hard wires consistency, control, visibility, and accuracy into the full project lifecycle. The effective running of projects sits at the heart of the world’s leading organisations, yet some companies do not have a centralised, integrated system to effectively manage their projects. These businesses continue to work with siloed softwares, decentralised data, and legacy systems & processes, losing millions in revenue each year as a result. At Proteus we know that the success of each project, no matter the industry, can have a significant impact on your organisation’s bottom line. With several decades’ experience in complex project management we created Proteus to transform business success from the inside out. Designed to sit at the heart of your business, Proteus helps you move faster, deliver more projects, and generate more revenue through its project control centre, API software integrations, real-time analytics, project management and delivery methodologies. Whether you are a Digital Transformation Chief, a Project Manager, a Business Consultant, or a Technology VP, we can work with you to future-proof your business and achieve your digital acceleration and transformation goals. Teams can collaborate with remotely to access timesheets, equipment details, project costs, work completion status, and other resources. Project teams can generate invoices using details stored in the database and manage client information, and legal contracts from a unified platform. Proteus enables managers to store documents in centrally and streamline workflows, technical calculations, and other operations. Supervisors can monitor project metrics in real-time on a dashboard and utilize the admin console to configure the system, create work templates, and manage terminology preferences according to your company's requirements. The mobile application allows companies to streamline enterprise resource planning (ERP) operations, manage project workflows, and monitor business performance through reports. Businesses tend to operate in silos, defined by the software packages they use, rather than how our businesses actually run. Proteus allows companies to run projects in line with their business requirements, helping you take your business where you need it to go.... [Read more](https://www.softwareadvice.com/product/186472-Proteus/) ### Best rated features: Gantt/Timeline View 5.0 Version Control 5.0 Access Controls/Permissions 5.0 Resource Request 5.0 ### Worst rated features: Time Tracking 4.0 Reporting/Analytics 4.0 Resource Scheduling 4.0 Sub-Task Management 4.0 [See all features](https://www.softwareadvice.com/product/186472-Proteus/#key-features) ### Proteus Standard $40.00/month Ideal for teams running repeatable projects, the Proteus Standard tier is commonly used by our smaller clients. Including all the features needed to plan and manage projects, Proteus Standard allows teams to seamlessly convert project plans into working projects; manage people, resources and time and track financial information.... [Read more](https://www.softwareadvice.com/product/186472-Proteus/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/product/186472-Proteus/#pricing-and-plans) ### Product: Prospero [Prospero](https://www.softwareadvice.com/product/224785-Prospero/) 4.79 [(135)](https://www.softwareadvice.com/product/224785-Prospero/reviews/) Best for:Document Management ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Prospero is a proposal software that allows you to create professional proposals with ease. Impress your prospects and close more projects with beautiful proposals. It offers a wide selection of pre-made content and templates that are highly customizable depending on your needs and niche. Besides creating impressive proposals, Prospero also lets you track their performance and allow your prospects or clients to sign and approve the project from any device. You can also integrate Prospero with your payment, invoicing, and CRM tools to save you from the hassle of dealing with multiple apps. You can also invite team members and assign them specific roles and permissions to limit and control access across the team.... [Read more](https://www.softwareadvice.com/product/224785-Prospero/) ### Best rated features: CRM 5.0 Version Control 4.8 Data Security 4.8 Third-Party Integrations 4.8 ### Worst rated features: Activity Dashboard 3.3 Workflow Automation 3.7 Collaboration Tools 4.0 [See all features](https://www.softwareadvice.com/product/224785-Prospero/#key-features) ### Pro $19.00/month It is $19/member. If there are 24+ members, contact the team. 14-day free trial. ### Pro Annually $12.00/year $12/month per user. Billed annually [See full pricing details](https://www.softwareadvice.com/product/224785-Prospero/#pricing-and-plans) ### Product: DocFlite [DocFlite](https://www.softwareadvice.com/accounting/quoteonsite-profile/) 4.77 [(66)](https://www.softwareadvice.com/accounting/quoteonsite-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary DocFlite is a comprehensive SaaS platform for quote and proposal management. It allows users to create users and subgroups for different departments and segregate data. The approval workflow helps users manage approvals across teams, partners, and customers with ease. DocFlite has features that allow users to track invoices, run reports on spend and profitability, along with other areas of interest.... [Read more](https://www.softwareadvice.com/accounting/quoteonsite-profile/) ### Best rated features: Accounting Integration 5.0 Email Management 5.0 Customizable Branding 5.0 Pricing and Cost Calculations 5.0 ### Worst rated features: Contact Management 4.0 Client Portal 4.0 Invoice Processing 4.0 Access Controls/Permissions 4.0 [See all features](https://www.softwareadvice.com/accounting/quoteonsite-profile/#key-features) ### Basic £40.00/month Setup & Onboarding: Starting from £399 [See full pricing details](https://www.softwareadvice.com/accounting/quoteonsite-profile/#pricing-and-plans) ### Product: WBudget [WBudget](https://www.softwareadvice.com/proposal-management/wbudget-profile/) 4.71 [(59)](https://www.softwareadvice.com/proposal-management/wbudget-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary WBudget is a web platform designed to simplify the creation, editing, and submission of quotes and sales proposals. Its user-friendly interface allows professionals and companies to generate professional-looking documents and streamline sales processes. Users can create custom databases by adding specific categories, attributes, and statuses according to the requirement. It offers the following features: - Generation, management, and sending of proposals in PDF format or via access links through the platform - Global filtering options for registered data and KPIs - In-system email proposal sending (SMTP) with the capability to manage attached files - Users can upload images in PNG and JPG formats to personalize the document layout - Exporting and importing registered data in the system through spreadsheets in XLSX format - Alerts/notifications about changes or updates of actions related to commercial proposals managed by the platform - Resources for creating flexible data registrations by configuring categories for items, sub-items, and item groups - Control of user accounts with different levels of access and registration editing, such as administrator, full access, and restricted access - Custom layout configuration through various document configuration blocks. It is also possible to create custom pages through SVG files - Creation of personalized status for proposal control pipeline, in addition to the system's three standard statuses, with the configuration of name, display color, and permission to edit the proposal at a specific status - Automatic calculation of total bid amounts, discounts, and fees, flexible installment options for payment arrangements, and currency conversion functionality for multi-currency support. WBudget integrates with numerous business applications via Zapier and Webhooks, which provide access to APIs and enhance functionality. This enables companies to use CRM and ERP solutions to synchronize customer and item information, streamlining the generation of commercial proposals through integrated solutions.... [Read more](https://www.softwareadvice.com/proposal-management/wbudget-profile/) ### Best rated features: Approval Process Control 5.0 Workflow Management 5.0 Contact Management 4.8 Templates 4.8 ### Worst rated features: Calendar Management 2.0 Pricing Management 3.0 Document Review 3.0 [See all features](https://www.softwareadvice.com/proposal-management/wbudget-profile/#key-features) ### Basic $13.00/month All main proposal and sales quotes creation and management features for a single admin user. ### Silver $30.00/month Unlimited business document sending, multiple user support and more tools to increase performance. ### Gold $64.00/month Access to all system features + support for template customization and system onboarding [See full pricing details](https://www.softwareadvice.com/proposal-management/wbudget-profile/#pricing-and-plans) ### Product: Jotform [Jotform](https://www.softwareadvice.com/market-research/jotform-profile/) 4.67 [(2909)](https://www.softwareadvice.com/market-research/jotform-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary Jotform is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job applications and register guests for events. Jotform features a one-page-per-question survey format and several built-in templates and themes that help users to customize their forms. The solution also features a central dashboard, and the form builder supports emojis, icons, animations, video backgrounds and more. Jotform offers plugins for PayPal, Google Drive, Dropbox, MailChimp, Box, OneBip, SalesForce and Zoho CRM. Users can also add widgets like checklists, image sliders, terms and conditions, date selections, tables and more to their forms. Jotform offers services on a monthly subscription basis that includes support via email, chat, training videos and an online support forum.... [Read more](https://www.softwareadvice.com/market-research/jotform-profile/) ### What users love - Efficient and intuitive form building - User-friendly and accessible interface - Flexible and detailed customization ### To take in mind - Expensive for advanced features - Slow and limited customer assistance - Email delivery and notification issues ### Best rated features: Real-Time Updates 5.0 Single Sign On 5.0 Booking Management 5.0 Proposal Generation 5.0 [See all features](https://www.softwareadvice.com/market-research/jotform-profile/#key-features) ### Product: Orcatec [Orcatec](https://www.softwareadvice.com/construction/document-decisioning-suite-profile/) 5.0 [(14)](https://www.softwareadvice.com/construction/document-decisioning-suite-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Orcatec is an all-in-one platform designed for both office and field operations, trusted by professionals across over 40 service industries. Managing home services has never been easier with Orcatec. Whether you're a small business or a large enterprise, Orcatec provides the tools you need to manage everything in one place. Easily schedule services, dispatch teams, handle invoicing, build quotes, and track performance, all from a user-friendly interface with just a few clicks. Stay connected with your team and clients through real-time notifications, gather valuable reviews to boost your reputation, and much more. With Orcatec, everything you need to run a successful service business from start to finish is in one place, making your work easier and more efficient. Join thousands of satisfied users and take your business to the next level. Features we offer: Dispatching and Scheduling, Estimates and Sales Proposals, Invoicing, Work Order Management, Job Management and Tracking, Field Service CRM, Route and GPS Tracking, Contractor Payroll and Commissions Management, Job Costing and Expenses Tracking, Payments with Credit Card and ACH, Card Reader, Consumer Financing, Calls Tracking and Messaging, Review Management, Advanced Reporting. Here are the industries Orcatec serves: HVAC, Plumbing, Construction, Appliance Repair, Home Cleaning, Electrician, Landscaping and Lawn, Home Renovation, Handyman, Automotive,Pest Control, Custom Home Building, Garage Door, Window Cleaning, Carpet Cleaning, Pool and Spa Service, Locksmith, Fireplace and Chimney, Roofing, Water Treatment, Alarm and Security,Irrigation, Painting Contractors, Fire Safety, Junk Removal,Computer Service, Moving, Snow Removal, Air Duct Cleaning, Property Maintenance, Remodeling, Concrete, Janitorial Services, Excavation, Demolition Contractor, Tree Care, Restoration, Flooring, Tiling, Drywall, Pressure Washing... [Read more](https://www.softwareadvice.com/construction/document-decisioning-suite-profile/) ### Best rated features: Lead Management 5.0 Lead Qualification 5.0 Interaction Tracking 5.0 Reporting/Analytics 5.0 [See all features](https://www.softwareadvice.com/construction/document-decisioning-suite-profile/#key-features) ### Free $0.00/month Free ### Basic $19.00/month ### Basic + $49.00/month Request customer reviews for your social platforms with negative review protection Integration and data export Send equipment order to the distributor Track per job expenses, labor hours and profit See your field appointments on the map to minimize drive time Create and track all your recurring appointments and jobs such as Service Agreements Create and share tasks among company’s users See your users exact past and current location on the map... [Read more](https://www.softwareadvice.com/construction/document-decisioning-suite-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/construction/document-decisioning-suite-profile/#pricing-and-plans) ### Product: Ombud [Ombud](https://www.softwareadvice.com/rfp/ombud-profile/) 4.94 [(16)](https://www.softwareadvice.com/rfp/ombud-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Built on a foundation of expertise in sales engineering & response management, Ombud serves enterprise-level RevOps teams. Our platform combines content collaboration, project management, & machine learning to streamline the creation of client-facing Sales & Business Development documentation. We move beyond basic automation & knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, & surpass growth goals.... [Read more](https://www.softwareadvice.com/rfp/ombud-profile/) ### Product: Apropo [Apropo](https://www.softwareadvice.com/proposal-management/apropo-profile/) 4.90 [(20)](https://www.softwareadvice.com/proposal-management/apropo-profile/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Apropo is a project estimation tool for software agencies. It gives you UNFAIR advantage over other agencies by making your quotes faster, more accurate and customer-friendlier, all at once. Quote faster - create quotes in minutes instead of hours, thanks to AI, repeatable quoting components and error-proof formulas. Get to your customers before your competitors! Win more projects - compose beautiful and friendly quotes with your agency’s branding that will stand out from competitors. Engage your customers with interactive scope configuration and watch videos of how they work with your quote. No more ugly Excel files! Standardize & control your quoting process - get all your agency quotes in a single place, standardize your process with quote templates and export your quotes to Jira and create project backlog in minutes instead of hours. Stop spending hours creating Excel quotes that lose. Spend minutes creating next-gen quotes that win.... [Read more](https://www.softwareadvice.com/proposal-management/apropo-profile/) ### Best rated features: Bills of Material 5.0 Document Management 5.0 Access Controls/Permissions 5.0 Activity Dashboard 5.0 ### Worst rated features: Third-Party Integrations 3.3 Data Import/Export 4.0 [See all features](https://www.softwareadvice.com/proposal-management/apropo-profile/#key-features) ### Free $0.00/month Free forever - a plan available for small agencies who quote rather occasionally. ### Starter $39.00/month Designed for small Software Houses and growing agencies (typically 3-10 employees) looking to professionalize their sales process. This plan gives you everything you need to stop using Excel and start winning more deals with speed and style. Key features include: AI Auto-Estimation: Cut estimation time by up to 70% with automated suggestions. Professional Proposals: Generate branded PDF and interactive web proposals instantly. Real-Time Collaboration: Work with your team on the same estimate without version conflicts. Unlimited Projects: Create as many estimates as you need. Perfect for teams focused on speed and improving their win rates.... [Read more](https://www.softwareadvice.com/proposal-management/apropo-profile/#pricing-and-plans) ### Business $79.00/month Built for established agencies (10-30 employees) that need to bridge the gap between sales promises and delivery reality. The Pro plan adds critical control features to prevent budget overruns and scope creep. Includes everything in Starter, plus: Budget Tracking: Compare planned estimates vs. actual time logs to spot risks early. Timeline View: Automatically generate Gantt charts to visualize project schedules for clients. XLS Import/Export: Seamlessly migrate your historical data or export for analysis. Custom Domains: Host proposals on your own domain to build brand trust. Advanced Analytics: Gain deeper insights into your estimation accuracy. Ideal for Delivery Managers who need data consistency.... [Read more](https://www.softwareadvice.com/proposal-management/apropo-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/proposal-management/apropo-profile/#pricing-and-plans) ### Product: INFast [INFast](https://www.softwareadvice.com/construction/infast-profile/) 4.89 [(19)](https://www.softwareadvice.com/construction/infast-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary INFast is a billing and invoicing solution that helps businesses automatically create and manage invoice and estimation processes on a unified dashboard. Professionals can utilize the application to track margin on quotes, modify invoices using credit note functionality, and import customer databases from existing CRM or CSV files using API. Features of INFast include reminders, quote to invoice conversion, margin management, contact creation, grouping, data recovery, payment collection and more. Administrators can use the exchange module to track document shipments, the status of quotation emails, receive credit card payments from customers and validate invoices on an online platform. Additionally, users can send follow-up emails, reminders on unpaid invoices, and track status in real-time. Pricing is available on monthly subscriptions and support is extended via chat, FAQ, email and knowledge base.... [Read more](https://www.softwareadvice.com/construction/infast-profile/) ### Best rated features: Alerts/Notifications 5.0 Online Invoicing 5.0 Online Payments 5.0 Invoice Creation 5.0 ### Worst rated features: Data Import/Export 4.0 [See all features](https://www.softwareadvice.com/construction/infast-profile/#key-features) ### Basic €25.00/month [See full pricing details](https://www.softwareadvice.com/construction/infast-profile/#pricing-and-plans) ### Product: Expedience Proposal Software [Expedience Proposal Software](https://www.softwareadvice.com/rfp/expedience-profile/) 4.78 [(27)](https://www.softwareadvice.com/rfp/expedience-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Expedience is proposal automation that doesn’t require leaving Microsoft Office! Expedience automates sales proposals, SOWs, contracts, RFP responses, and other branded business documents from directly within Microsoft Word. Today, Microsoft is at the forefront of the AI revolution and has brought cutting-edge Generative AI technology to Word, Excel, PowerPoint, and Outlook with Copilot. Being native to Word allows Expedience to fully embrace Copilot, the leading secure Generative AI solution for businesses. Expedience delivers a suite of functionality to increase the speed, accuracy, and branding consistency of every MS Word business document your team creates. The core of Expedience is a content library where you can lock down your best, branded, vetted, and approved content for quick, consistent, and accurate reuse. The Expedience suite also enables your proposal professionals to assess incoming RFPs, make bid/no-bid decisions, assign owners, track completion progress, etc.... [Read more](https://www.softwareadvice.com/rfp/expedience-profile/) ### Best rated features: Electronic Signature 5.0 RFP Management 5.0 Document Management 5.0 Content Library 5.0 [See all features](https://www.softwareadvice.com/rfp/expedience-profile/#key-features) ### Expedience Proposal Automation Suite $0.00/year Pricing is dependent on customer needs analysis and the associated number of required modules and users, tailored to your specific needs.... [Read more](https://www.softwareadvice.com/rfp/expedience-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/rfp/expedience-profile/#pricing-and-plans) ### Product: Apparound [Apparound](https://www.softwareadvice.com/proposal-management/apparound-profile/) 4.92 [(13)](https://www.softwareadvice.com/proposal-management/apparound-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Apparound provides a CPQ (configure price quote) module that helps sales teams create quotes without errors, engage customers in the configuration of the order and simplify sales management. The solution is designed to improve the speed of preparing quotations, contract closure-ratio, and reduction of printing, logistics, and training costs. Apparound features sales metrics, including dashboard capabilities, so that sales managers can view their team’s performance at any time, from any location.... [Read more](https://www.softwareadvice.com/proposal-management/apparound-profile/) ### Best rated features: Alerts/Notifications 4.0 Activity Dashboard 4.0 Content Management 4.0 Contact Management 4.0 ### Worst rated features: Email Management 4.0 Lead Management 4.0 CRM 4.0 Contact Management 4.0 [See all features](https://www.softwareadvice.com/proposal-management/apparound-profile/#key-features) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/proposal-management/apparound-profile/#pricing-and-plans) ### Product: ProPricer [ProPricer](https://www.softwareadvice.com/pricing-optimization/propricer-profile/) 4.74 [(57)](https://www.softwareadvice.com/pricing-optimization/propricer-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary ProPricer is a Windows-based contract pricing solution, which helps small to midsize organizations in the government sector create, evaluate, submit and negotiate cost data. It allows users to develop cost proposals and perform cost breakdowns and roll-ups. The application enables team members to track previous pricing data to design new proposals and utilize advanced features to determine project scenarios. Using ProPricer, supervisors can record pricing formulas, structure and user permissions on a centralized platform. Professionals can add multiple sets of travel data, organize data by location and import and restore and archive proposals. It also lets users visualize cost data through charts, graphs, and pivot grids. ProPricer offers integration with various third-party applications. Pricing is available on request and support is offered via phone and documentation.... [Read more](https://www.softwareadvice.com/pricing-optimization/propricer-profile/) ### Basic $5,000.00/year [See full pricing details](https://www.softwareadvice.com/pricing-optimization/propricer-profile/#pricing-and-plans) ### Product: DocHipo [DocHipo](https://www.softwareadvice.com/graphic-design/dochipo-profile/) 4.89 [(19)](https://www.softwareadvice.com/graphic-design/dochipo-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Creating professional, on-brand designs should not slow your team down. DocHipo is a powerful yet easy-to-use design platform built for brands, creators, and sales teams who need to produce high-impact visuals quickly and consistently. From persuasive sales proposals and polished presentations to marketing documents, social media posts, videos, and digital ads, DocHipo helps you create everything in one place. Whether you are pitching a client, launching a campaign, or growing your online presence, you can move from idea to finished design in minutes. DocHipo combines ready-to-use layouts with a clean, intuitive drag-and-drop editor that anyone can use. No design background is required. Simply choose a layout that fits your purpose, customize text and visuals, apply your brand colors and fonts, and you are ready to publish. You can also start from a blank canvas if you prefer complete creative control. The platform includes a rich library of stock photos, illustrations, icons, shapes, backgrounds, and videos to help you craft visually engaging designs. You can upload your own images and brand assets as well. Features like one-click background removal make it easy to create professional-quality visuals without external tools. For teams that care about brand consistency, DocHipo helps maintain a cohesive look across every touchpoint, from client-facing proposals to social media creatives and advertisements. This ensures your brand always looks polished and professional, no matter who on the team is creating the design. Once your design is ready, you can download it in high-quality PNG or PDF formats, adjust output settings based on your needs, or share it instantly via a link. Designs can also be published directly to social platforms. For sensitive documents, you can add password protection before sharing. DocHipo also connects with popular tools to streamline your workflow. Embed YouTube videos directly into your designs, save graphics to your Mailchimp account, and access royalty-free videos through built-in integrations. Everything you need stays within a single workspace, helping you save time and stay productive. If you are looking for a fast, reliable way to create professional, on-brand proposals, presentations, documents, videos, posts, and ads without hiring a designer, DocHipo is built for you. Sign up and start designing in minutes.... [Read more](https://www.softwareadvice.com/graphic-design/dochipo-profile/) ### Best rated features: Real-Time Updates 5.0 Design Management 5.0 Customizable Templates 5.0 Design Templates 4.9 ### Worst rated features: Content Library 3.7 Version Control 4.0 [See all features](https://www.softwareadvice.com/graphic-design/dochipo-profile/#key-features) ### Pro $15.00/month Ideal for solopreneurs and small teams needing pro tools for advanced content design. ### Pro Unlimited $360.00/month Best for large teams to design professional documents with advanced tools. [See full pricing details](https://www.softwareadvice.com/graphic-design/dochipo-profile/#pricing-and-plans) ### Product: SmartDocs [SmartDocs](https://www.softwareadvice.com/cms/smartdocs-profile/) 4.70 [(153)](https://www.softwareadvice.com/cms/smartdocs-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary SmartDocs is a content management software designed to help Microsoft Word and SharePoint users collate content from various documents and view and manage them on a unified platform. Professionals can use the solution to create user manuals, training guides, sales proposals, legal contracts, medical and regulatory manuals, audit reports and more. With SmartDocs, businesses can access the version history of edited snippets, upload variables to the content repository and edit their properties. It allows managers to create or edit conditional tags and customize the behavior of conditional content according to individual requirements. Additionally, it lets users manage document assemblies and bulk publish them in various formats such as PDF, Microsoft Word and more. Key features of SmartDocs include usage tracking, status notifications, document snapshots and content map. Pricing is available on annual subscriptions and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/cms/smartdocs-profile/) ### Best rated features: Templates 5.0 Text Editing 5.0 Content Publishing Options 5.0 Document Management 5.0 ### Worst rated features: Version Control 3.8 Customizable Templates 4.0 Search/Filter 4.0 [See all features](https://www.softwareadvice.com/cms/smartdocs-profile/#key-features) ### SmartDocs Professional $695.00/year SmartDocs Professional Edition contains all capabilities and features available. Limited access options available in other editions for those in content-consumer roles.... [Read more](https://www.softwareadvice.com/cms/smartdocs-profile/#pricing-and-plans) ### SmartDocs University Training Custom Pricing available upon request SmartDocs is easy-to-use but is also a sophisticated solution that requires proper training. We make that very easy and accessible through our online, on-demand SmartDocs University environment. Designed for both small and large teams of SmartDocs users and to provide both an ongoing, reliable resource and web-based consulting with our experts.... [Read more](https://www.softwareadvice.com/cms/smartdocs-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/cms/smartdocs-profile/#pricing-and-plans) ### Product: partnertribe [partnertribe](https://www.softwareadvice.com/proposal-management/partnertribe-profile/) 4.76 [(59)](https://www.softwareadvice.com/proposal-management/partnertribe-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary partnerTribe is a cloud-based business management solution designed for small and midsize companies across various industries. partnerTribe offers key features like a customer relationship management (CRM) system to manage sales opportunities and customer data, business document management to store and share files, and analytics to gain insights into business metrics. It also provides electronic signature capabilities so documents can be signed remotely. Support is available through phone, email, and an online knowledge base.... [Read more](https://www.softwareadvice.com/proposal-management/partnertribe-profile/) ### Best rated features: Reporting/Analytics 5.0 Real-Time Data 5.0 Third-Party Integrations 4.9 Proposal Generation 4.9 ### Worst rated features: Team Collaboration 4.0 [See all features](https://www.softwareadvice.com/proposal-management/partnertribe-profile/#key-features) ### Basic €23.00/month [See full pricing details](https://www.softwareadvice.com/proposal-management/partnertribe-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/proposal-management/?page=2)[3](https://www.softwareadvice.com/proposal-management/?page=3)[4](https://www.softwareadvice.com/proposal-management/?page=4)[5](https://www.softwareadvice.com/proposal-management/?page=5) ... [8](https://www.softwareadvice.com/proposal-management/?page=8) ## Popular Comparisons [ PandaDoc vs Docusign ](https://www.softwareadvice.com/compare/144409-pandadoc/vs/367901-Docusign/)[ Proposify vs Qwilr ](https://www.softwareadvice.com/cpq/proposify-profile/vs/qwilr/)[ Quotient vs QuoteWerks ](https://www.softwareadvice.com/cpq/quotewerks-profile/vs/quotient/)[ Ignition vs Better Proposals ](https://www.softwareadvice.com/electronic-signature/better-proposals-profile/vs/practice-ignition/) ### Related Proposal Management Software - [CPQ Software](https://www.softwareadvice.com/cpq/) - [Commission Software](https://www.softwareadvice.com/commission/) - [Quoting Software](https://www.softwareadvice.com/cpq/quoting-comparison/) - [RFP Software](https://www.softwareadvice.com/rfp/) - [Sales Force Automation Software](https://www.softwareadvice.com/crm/sales-force-automation-comparison/) - [Sales Forecasting Software](https://www.softwareadvice.com/sales-forecasting/) - [Sales Performance Management Software](https://www.softwareadvice.com/sales-performance-management/) - [Sales Tracking Software](https://www.softwareadvice.com/crm/sales-tracking-comparison/)