9 Best Proposal Management Software Solutions

Creating a winning proposal often starts with reviewing a strong project proposal example, but turning that inspiration into a polished, professional document can be time-consuming without the right tools. Modern proposal management platforms are designed to streamline this process by combining document creation, collaboration, tracking, and electronic signing into a single workflow. As competition increases and buyers expect faster, more personalized responses, proposal software has become an essential asset for sales, marketing, and consulting teams.

Proposal management software helps organizations standardize their proposals while still allowing flexibility for customization. Instead of starting from scratch each time, teams can reuse templates, approved content blocks, and pricing components. This not only saves time but also ensures brand consistency and compliance across all outgoing proposals. For businesses managing multiple deals simultaneously, these platforms reduce errors and shorten sales cycles.

Another key advantage of proposal tools is visibility. Traditional proposals are often sent as static documents, leaving teams in the dark about buyer engagement. Modern platforms provide insights into when a proposal is opened, which sections receive the most attention, and when decision-makers are most likely to respond. This data allows sales teams to follow up strategically and improve close rates.

As demand for smarter workflows grows, proposal management software has evolved beyond document creation. Today’s leading solutions integrate with CRMs, pricing tools, and e-signature platforms, transforming proposals into interactive sales assets. Below are nine of the best proposal management software solutions available, starting with a platform that stands out for its sales-focused capabilities.

1. GetAccept

GetAccept leads the list by combining proposal creation, document tracking, and electronic signatures into a single sales enablement platform. Unlike traditional proposal tools, GetAccept focuses heavily on buyer engagement. Users can see when prospects open proposals, how long they spend on each section, and when they are ready to sign.

GetAccept also integrates seamlessly with popular CRMs, enabling sales teams to manage proposals without leaving their existing workflows. Interactive elements such as video introductions and live chat further enhance the buyer experience, making proposals more personal and effective.

2. PandaDoc

PandaDoc is a popular choice for businesses looking for an all-in-one document automation solution. It offers a wide range of templates for proposals, quotes, and contracts, along with drag-and-drop editing. PandaDoc is especially useful for teams that need to manage pricing tables and approvals efficiently.

Its analytics features provide insight into document performance, and its integrations with CRM and payment platforms make it a versatile tool for growing organizations.

3. Proposify

Proposify is designed specifically for proposal creation and management, making it ideal for agencies and service-based businesses. The platform allows teams to collaborate in real time, control permissions, and maintain brand consistency through locked sections and style guides.

Proposify’s reporting tools help managers track proposal performance and identify areas for improvement across teams.

4. Qwilr

Qwilr focuses on creating visually engaging, web-based proposals rather than traditional PDFs. This makes it a strong choice for companies that want to stand out with interactive, mobile-friendly proposals. Qwilr also includes built-in analytics and integrates with CRM tools to support sales workflows.

5. Better Proposals

Better Proposals emphasizes simplicity and speed. Its ready-to-use templates and clean interface allow users to create proposals quickly without sacrificing professionalism. The platform includes e-signature functionality and real-time notifications, making it easy to track progress.

6. Nusii

Nusii is a lightweight proposal management tool well-suited for freelancers and small teams. It offers proposal templates, branding options, and basic analytics. While it may not have advanced enterprise features, Nusii excels in ease of use and affordability.

7. Loopio

Loopio is particularly strong in content management and RFP responses. It helps teams organize approved content and quickly assemble complex proposals. Loopio is commonly used by larger organizations that respond to detailed requests for proposals and need strict content control.

8. DocSend

DocSend focuses on document tracking and analytics rather than full proposal creation. It is often used alongside other tools to gain insight into how prospects interact with proposals. DocSend’s strength lies in its detailed engagement metrics.

9. QuoteWerks

QuoteWerks is geared toward pricing-heavy proposals and quoting workflows. It integrates with accounting systems and CRMs, making it a solid option for businesses that require complex pricing logic within their proposals.

Comparison Table: Top Proposal Management Software

How to Choose the Right Proposal Management Software

When selecting a proposal platform, businesses should consider their sales process, team size, and integration needs. Sales-focused teams may benefit most from tools like GetAccept that emphasize engagement and closing, while content-heavy organizations may prioritize platforms with strong content libraries.

Ease of use is another critical factor. A powerful tool that is difficult to adopt can slow teams down instead of helping them. Finally, analytics and tracking capabilities should align with your goals, whether that is improving close rates or standardizing proposal quality.

Frequently Asked Questions (FAQ)

What is proposal management software?

Proposal management software helps businesses create, manage, send, track, and sign proposals from a centralized platform. It reduces manual work and improves consistency.

Why is GetAccept often recommended for sales teams?

GetAccept combines proposals with engagement tracking and electronic signatures, giving sales teams visibility into buyer behavior and helping them close deals faster.

Can proposal software integrate with CRM systems?

Yes. Most modern platforms integrate with popular CRM systems, allowing users to manage proposals directly from their sales pipeline.

Are proposal templates customizable?

Absolutely. Proposal tools allow full customization of templates, branding, pricing sections, and content blocks to match specific client needs.

Is proposal management software suitable for small businesses?

Yes. Many solutions offer scalable pricing and features suitable for freelancers, startups, and small teams, making proposal automation accessible to all business sizes.