Best Proposal Management Software of 2025

Expedience Software

Proposal automation and process management directly within Microsoft Word. Get the most from Microsoft Copilot for proposals!

27 Ratings

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Stop the RFP fire drills. Optivalue.ai is the AI-powered Proposal Management platform that transforms your response process. Automate the heavy lifting of drafting proposals, RFIs, and security questionnaires, and free your team to focus on the strategy that wins bids. Reduce drafting time by up to 90%. Our AI connects to your knowledge base to generate accurate, source-verified answers in minutes. Every response is backed by a precise citation (document, page, date), so you can build your proposals with complete confidence. Optivalue.ai also drives continuous improvement by analyzing your content for gaps and suggesting updates. Strengthen your team's expertise with every proposal you submit. Enterprise-grade security (GDPR, ISO, HIPAA compliant) protects your data. All our subscriptions include unlimited users and projects. Start your 14-day free trial. No credit card, no commitment.

3 Ratings

Starting Price: Free

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DocSales

DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.

11 Ratings

Starting Price: $29 / month

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PandaDoc

PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.

56 Ratings

Starting Price: Free

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HoneyBook

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

16 Ratings

Starting Price: $19 monthly ($16 annually)

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Followup CRM

Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.

2 Ratings

Starting Price: $55/user/month

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Scoro

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.

1 Rating

Starting Price: $19.90/month/user

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Relevant Match

Relevant Software

Relevant Match Online (RMO) is a powerful web application designed to optimize your proposal by aligning it with key points from the RFP or solicitation. Built on 20+ years of experience, it helps jump-starts key themes and keeps you on track. In competitive bidding, proposals are scored - not just read. RMO analyzes the work statement like a fingerprint, calculates a match score, and tracks versions to help refine your proposal efficiently. Upload your Word or PDF documents, then launch the analysis with one click for insights in under 5 minutes, enabling rapid iteration and continuous improvement. Easily share progress with executives and proposal teams. Relevant Match Online is designed for simplicity and ease of use. For organizations requiring a fully offline solution in secure environments such as SCIFs, Relevant Match Desktop (RMD) is available, ensuring data protection without internet connectivity. Save time, cut costs, and boost your Pwin with RMO and RMD!

1 Rating

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DealHub

DealHub.io

DealHub's award-winning Revenue Amplification Platform offers the most complete and connected revenue workflow for your organization. Our zero-code solution empowers visionary leaders to connect their teams and processes, execute deals faster, and create predictable pipeline more effectively than ever before. Our platform centralizes B2B buyer communications and connects every stage of the sales lifecycle – all from one easy-to-use guided selling playbook. DealHub customers benefit from increased average deal size, faster time-to-revenue, greater sales rep productivity, and real-time buyer intent data. Our Revenue Amplification Platform includes: Configure-Price-Quote (CPQ) Contract Management Subscription Management DealRoom DealHub integrates natively with Salesforce, Microsoft Dynamics 365, Freshworks and other leading CRMs. Visit dealhub.io to accelerate your sales and revenue operations.

1 Rating

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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

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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

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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

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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

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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

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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

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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

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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.

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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

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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

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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

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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.

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BrightPropose

Bright

BrightPropose enables accounting firms to generate professional, branded client proposals and letters of engagement in minutes rather than hours, thanks to smart templates and a built-in pricing calculator that removes guesswork and under-pricing. Its features include full customisation of proposals, emails and engagement letters to match a firm’s visual identity; fast creation of accounting-service templates; accurate and consistent pricing using a calculator configured for variable services; a streamlined workflow that transfers client data from the firm’s practice management system; and digital client onboarding via secure e-signatures so the transition from proposal acceptance to project initiation is seamless. With BrightPropose, you can impress clients, send proposals quickly, increase profitability, save time, simplify your workflow, and onboard clients effortlessly, all while maintaining branding and service consistency.

Starting Price: $796.74 per year

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reDock

reDock uses AI and machine learning to automate content and data search tasks, allowing anyone on your team to find the right information without SME chasing or drowning in irrelevant results. Quickly find the most suitable information from across all your data repositories and software systems, easing RFP frustration and helping your team win more proposals, get more projects, earn more revenue and grow your business.

Starting Price: $75/month/user

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COVALYZE

Valunoo

COVALYZE optimizes your whole strategic procurement process - from demand management to RfP comparison. With COVALYZE you get a much better category data set including all technical business specification in a structured format. By combining detailed business specifications with supplier prices you will get new insights into your category data, e.g. what business features are driving the price in your category, how can I reduce article variants and many more .- Book a free demos session! COVALYZE is a platform for OEMs and enterprise manufacturers needing to drive down costs of sourced components and services whilst accelerating time to market. COVALYZE provides relevant inputs to your negotiations in one place. Price of component features, overpriced parts, high-price suppliers, you all name it.

Starting Price: €750 per month

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XTEN-AV

XTEN-AV is a next-generation, cloud-based AV design and proposal software tailored for AV system integrators, consultants, and designers. It streamlines the entire AV project workflow—covering needs analysis, system design, documentation, and proposal generation—within a single intuitive platform. Powered by AI and automation, XTEN-AV enables users to quickly create AV schematics, rack layouts, cable drawings, and bills of materials. Its extensive product library with drag-and-drop functionality simplifies the design process, while real-time collaboration tools and CRM integrations boost team productivity. XTEN-AV empowers AV professionals to reduce errors, save time, and deliver accurate, professional-grade AV solutions with speed and scale, making it ideal for small firms and large enterprises alike.

Starting Price: $44.25

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Offorte

Proposal software that helps you win more deals in a smarter way. Offorte empowers businesses and entrepreneurs to seal more deals and conserve invaluable time by offering clever solutions for the generation and dispatch of compelling proposals. Crafting a proposal can often be perceived as a chore, even though it is critical to business success. Our goal is to alleviate this pressure and make the process more engaging for entrepreneurs through the use of digital, interactive proposals. Our perspective on proposals sets us apart. We steer clear of monotonous, order confirmation-esque proposals that are commonplace in generalist software. Our unwavering focus is on business proposals and orchestrating your triumphs. Crafting exceptional proposals that sell your dedication

Starting Price: €10 per month

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ScalePad Quoter

ScalePad

Quoter is a cloud-based, quote-to-cash platform purpose-built for managed service providers (MSPs) that automates over 30% of sales-related tasks. It integrates with PSA, CRM, distributor, payment, and accounting systems to auto-populate client, product, and pricing data. It supports infinitely configurable line items, bundles, volume discounts, multi‑currency pricing, tax and shipping calculations (including Avalara), and e‑signature and payment processing via Stripe, PayPal, or ConnectBooster. Quoter offers branded, reusable templates, product configurators with optional and single‑select items, and inventory-aware distributor pricing. It includes email tracking, automated follow‑ups, manager approval workflows, cost and margin tracking, and comprehensive reporting on quotes, margins, users, and products.

Starting Price: $149 per month

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Deltek Vision

Deltek

Easily manage client relationships, track opportunities, and estimate project costs. Reduce project risk and deliver projects on time and on a budget to improve customer satisfaction. Employ faster-reporting processes and provide role-based metrics to key decision-makers. Project Managers face daunting challenges to bring projects/engagements in on time and at the highest possible level of profitability. Vision helps them accomplish these tasks with real-time information to help identify problems early enough to allow for timely -course correction. Tools to constantly monitor project status and staff utilization. One integrated system to track all financial, project and resource planning data. By leveraging the processes and people that make your business unique, Deltek cloud solutions serve as the framework for ultimate project growth and profitability.

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Bidsketch

Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before.

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Experlogix CPQ

Experlogix

Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time.

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Best Proposal Management Software

Compare the Top Proposal Management Software as of November 2025

What is Proposal Management Software?

Expedience Software

optivalue.ai

DocSales

PandaDoc

HoneyBook

Followup CRM

Scoro

Relevant Match

DealHub

QuoteWerks

Ignition

QuoteCloud

EMDESK

Proteus

Sculptor CPQ

CuViBox

ClientTether

Bonsai

WISO MeinBüro

quotadoo

Twenty5

BrightPropose

reDock

COVALYZE

XTEN-AV

Offorte

ScalePad Quoter

Deltek Vision

Bidsketch

Experlogix CPQ

Best Proposal Management Software

Compare the Top Proposal Management Software as of November 2025

What is Proposal Management Software?

Expedience Software

optivalue.ai

DocSales

PandaDoc

HoneyBook

Followup CRM

Scoro

Relevant Match

DealHub

QuoteWerks

Ignition

QuoteCloud

EMDESK

Proteus

Sculptor CPQ

CuViBox

ClientTether

Bonsai

WISO MeinBüro

quotadoo

Twenty5

BrightPropose

reDock

COVALYZE

XTEN-AV

Offorte

ScalePad Quoter

Deltek Vision

Bidsketch

Experlogix CPQ

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