Our Top Picks

ConnectWise-Sell Logo
ConnectWise Sell
  • Deployment: Mac, Windows, web-based, cloud, SaaS
  • Customer service: 24/7 (live rep), phone during business hours, online
  • Electronic signature
ConnectWise Sell is the quote and proposal solution of the ConnectWise Suite and is designed to create proposals anytime from anywhere. ConnectWise Sell includes a large library of quote templates to quickly create product proposals. It also contains distribution feeds and product sourcing to populate proposals with up-to-date product, pricing, and availability information from top distributors, including descriptions and images. Users can receive customer approvals instantly with built-in e-signature capabilities. Reporting tools provide insightful proposal information, and integrations with leading CRMs like Salesforce, NetSuite, and ConnectWise Manage provide end-to-end control of the sales pipeline from proposal creation to fulfillment and billing.

Pros & Cons

Pros

  • Includes version control
  • Popular CRM integrations
  • Insightful reports

Cons

  • No RFP
  • management
  • Pricing isn’t listed online
  • No free trial

Summary

ConnectWise-Sell Logo
ConnectWise Sell
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Demo available
  • Deployment
    Installed - Mac
    Installed - Windows
    Web-Based, Cloud, SaaS
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Contact Management
    Yes
Features
  • Deployment: Mac, Windows, web-based, cloud, SaaS
  • Customer service: 24/7 (live rep), phone during business hours, online
  • Electronic signature
Nusii Logo
Nusii
  • Deployment: Web-based, cloud, SaaS
  • Customer service: Phone during business hours, online
  • Electronic signature
Nusii proposal software is designed for creative agencies and includes built-in templates users can add their own branding to for professional proposals in minutes. Popular proposal templates cover content marketing, web design, and social media, with several free proposal templates available on its website. Nusii lets users know when a client opens emails containing a proposal link, when they open proposals, and when to follow up on unopened proposals. Users can update clients on ongoing projects with Nusii Reports. Nusii also includes useful integrations such as Stripe, Drift, Highrise CRM, Slack, and Continually, plus Zapier to connect with other apps.

Pros & Cons

Pros

  • 60-day money-back
  • guarantee
  • Free proposal templates
  • Client reports

Cons

  • No version control
  • No contact management
  • Limited users, proposals, and integrations with freelancer plan

Summary

  • Starting Price
    • FREELANCER - $29 per month
    • PROFESSIONAL - $49 per month
    • BUSINESS - $129 per month
  • Free Trial/Demo
    14 Day free trial
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Contact Management
    No
Features
  • Deployment: Web-based, cloud, SaaS
  • Customer service: Phone during business hours, online
  • Electronic signature
PandaDoc Logo
PandaDoc
  • Deployment: Web-based, cloud, SaaS, iPhone/iPad, Android
  • Customer service: 24/7 (live rep), phone during business hours, online
  • Electronic signature
PandaDoc specializes in helping sales teams expedite transactions from proposal to closing the sale and serves companies from SMBs to enterprise businesses. Its proposal software platform includes over 450 pre-built templates and a drag-and-drop library of content to create professional proposals quickly. Built-in integrations with existing CRMs make it simple to combine existing customer-related data, reducing errors and enhancing proposal packages. PandaDoc’s built-in collaboration, document history, and version control make it easy to collaborate on proposals, and its electronic signature capabilities further streamline the process of drafting, negotiating, and legally signing proposals, quotes, and other contracts.

Pros & Cons

Pros

  • Over 450 templates
  • Integrations for CRM, file storage, and payment apps

Cons

  • No RFP management
  • Integrations not in Essentials plan

Summary

PandaDoc Logo
PandaDoc
  • Starting Price
    • Essentials - $25/month
    • Business - $59/month
    • Enterprise - Contact Vendor
  • Free Trial/Demo
    14 Day free trial
    Demo available
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Contact Management
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, iPhone/iPad, Android
  • Customer service: 24/7 (live rep), phone during business hours, online
  • Electronic signature
Proposify Logo
Proposify
  • Deployment: Web-based, cloud, SaaS
  • Customer service: Phone during business hours, online
  • Electronic signature
Proposify provides an extensive gallery of professionally written and designed proposal templates that are 100% customizable to showcase the user’s unique brand. Teams save time and reduce costly errors with custom fields and variables that auto-populate fields with accurate company and client details. Proposify’s Salesforce integration lets users add complex fee schedules quickly and free of errors. It also includes Stripe integration for payment requests and links to QuickBooks, Xero, and FreshBooks accounts to send successful proposals directly into the user’s accounting software. Users can drag and drop electronic signature lines into the proposal so clients can sign immediately and seal the deal.

Pros & Cons

Pros

  • Includes version control
  • On-brand, reusable templates
  • Chat app, HubSpot, and Zapier integrations

Cons

  • No RFP management

Summary

Proposify Logo
Proposify
  • Starting Price
    • Tall Plan - $19/user/month
    • Grande Plan - $49/user/month
    • Venti Plan - Contact Vendor
  • Free Trial/Demo
    14 Day free trial
    Demo available
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Contact Management
    Yes
Features
  • Deployment: Web-based, cloud, SaaS
  • Customer service: Phone during business hours, online
  • Electronic signature
QuoteWerks Logo
QuoteWerks
  • Deployment: Windows, web-based, cloud, SaaS
  • Customer service: Phone during business hours, online
  • Electronic signature
QuoteWerks allows users to create professional, branded proposals and quotes with electronic signature acceptance to speed up closing sales. Its professional layouts include important documents like terms and conditions, Statements of Work (SOW), and contracts to present a winning overall presentation. QuoteWerks sends users notifications when proposals or quotes are viewed to keep them informed. It also enhances efficiency with industry-leading integrations, such as CRM and accounting integrations to seamlessly transfer important sales data to existing solutions. Overall, QuoteWerks includes more than 55 integrations, including integrations with popular payment gateways and shipping, vendor, distributor, and leasing platforms.

Pros & Cons

Pros

  • Includes version control
  • Branded templates
  • 55+ integrations

Cons

  • No RFP management

Summary

QuoteWerks Logo
QuoteWerks
  • Starting Price
    • Standard Edition - $15/month/user
    • Professional Edition - $20/month/user
    • Corporate Edition - $29/month/user
  • Free Trial/Demo
    Free trial
    Demo available
  • Deployment
    Installed - Windows
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Contact Management
    Yes
Features
  • Deployment: Windows, web-based, cloud, SaaS
  • Customer service: Phone during business hours, online
  • Electronic signature

How We Chose the Best Proposal Management Software

Proposal management software helps users create, present, and get approval for proposals or a request for proposal (RFP). There are numerous companies offering proposal management software with multiple features and services. We evaluated companies based on important proposal management features and out-of-the-box integrations and reporting tools.

Proposal Management Features

The best software should include useful features related to proposal management, such as various templates, version control, and electronic signature capabilities. Templates save time by providing the basic format to build successful proposals. When several team members are working on the same proposal, version control notifies collaborators of changes to keep everyone in sync. The ability to collect electronic signatures speeds up the proposal process while ensuring legally binding documents.

Integrations

We recommend software that has built-in integrations with CRM systems and other platforms often used with proposal management software. Common integrations include payment gateways, accounting systems, project management platforms, and other software that helps streamline workflows.

Reports

Good software also includes detailed reports that help users assess and improve their proposal management practices. One common tool is proposal effectiveness reporting, which allows users to see which proposal content performs best to help craft more effective proposals.