Top 10 Sales Proposal Software in 2024

‍Key Takeaways

• Having sales proposal software can change the way your team works. Manual work hours can be automated through proposal software to save time and effort while maintaining the standards you like. 
• Proposal software must be chosen wisely, as it can determine the future of your sales pitch and business. Key things to look out for are customization, analytics, etc.
• All proposal software has features unique to it. It is important to choose software that can fit your requirements and accommodate all future plans. 
• Cone, Better Proposals, Pandadoc, GetAccept, and Loopio are some of the sales proposals software you can look out for. Their key features and their pricing have been mentioned to help you make an informed decision. 

If you’re the adventurous kind, you know how hiking requires determination, stamina, as well as the right tools.In the world of sales, sales proposal software is the equivalent of that Swiss Army knife - efficient, versatile, and multi-functional. It can save you from the embarrassment of rejection from vendors due to poorly written proposals and give you free time to work on other important aspects of your business too! 

Due to the burden of administrative work, sales representatives tend to only spend 28% of their time in selling. This can prove to not only affect your company’s efficiency but can also leave you with a bad impression. Whether it is to maintain brand consistency, have a competitive edge, or simply keep up-to-date with other important aspects like record keeping, lead management, or data entry, advanced proposal and invoicing software could be your saving grace. 

Some statistics suggest that the average win rate for good proposals is 21%, so it is no surprise that having the correct sales proposal software will transform the sales landscape, equipping teams with the agility and precision that is needed to navigate and win complex deals. In this article, we have chosen the top 10 sales proposal software in 2024 so that you can flourish and match the speed that this fast-changing stream demands, without wasting time and talent! 

What Is A Sales Proposal Software? 

A sales proposal software helps salespersons create and submit sales proposals to potential clients. It is a web-based application that streamlines the entire proposal process for you. Proposal software will offer a treasure trove of pre-designed templates for you that you can easily choose from. You can customize your company's branding and client-specific details as per your needs. These tools will let you effortlessly incorporate multimedia elements like images, videos, graphics, etc. to create proposals that will stand out. 

A sales proposal software will also allow for seamless collaboration, making it easy and convenient for your team to work together and ensuring that every proposal is polished to perfection. This type of software can built-in calculators and other tools to help salespeople close deals. Some sales proposal software also includes reporting features that can help sales managers track the success of their sales teams.

ProTip: Check out this guide on how to write business proposals to create a winning proposal from scratch. 

Why Is It Important To Have A Sales Proposal Software?

The ability to produce polished, persuasive proposals and think on your feet is an asset in today’s competitive sales environment and can make a significant difference! 

Whether you're aiming to improve your win rates, enhance collaboration, or simply save time, the right sales proposal software can be a game-changer for your sales team. Having specialized sales proposal software can increase the quality and efficiency of your proposal in many ways:

• Improved Proposal Consistency and Quality:  Proposal software ensures that all your proposals follow a consistent format and branding, which creates a professional look and feel. Additionally, many programs offer features like built-in style guides and error checking to help you maintain high-quality proposals.
• Collaboration And Communication: Most open-source proposal management software offers the feature of collaborating with their clients. This means that you can maintain open communication with them, and reach out to them for feedback while having your team members in the loop. 
• Greater Personalization and Client Focus: While templates are helpful, a good proposal should still be tailored to the specific needs of each client. Proposal software can help with this by allowing you to easily insert custom content, pricing options, and case studies that resonate with the client's unique situation.
• Tracking And Analytics: Most proposal software uses integrated document analytics to see how many times a client opens it, when they read it, sections that took more time to sign, and so on. Such features give you a huge chunk of data that can help you make data-driven improvements.
• Automated Follow-Ups: Repetitive tasks like reminders, follow-ups, approvals, and more can be automated through such sales proposal software. We understand that efficiency is paramount, and this is where proposal automation and workflow shine.
• Integration Capabilities: We believe that one of the strengths of proposal software often lies in its integration capabilities. Seamless connectivity with CRM tools can be a game-changer. 

Top 10 Sales Proposal Software For You

So now that we have convinced you about the need for sales proposal software, you must be wondering how to navigate through the sea of resources available! Don’t fear, when Cone is here! Our team has carefully gone through multiple software and has then created a list of the top 10 sales proposal software for you! 

Cone

Cone’s Proposal and Billing Software offers a modern experience, a robust platform, and huge cost savings for all - from small businesses to big businesses to freelancers! Cone can automate and streamline your entire sales process. The software has identified the pain points of sales teams, such as manual, time-consuming tasks, inconsistent proposal formats, difficulty tracking proposal status, and customer engagement, only to give you a one-stop solution. 

Cone can significantly reduce your manual work, saving businesses over 40 hours per month and boosting revenue by an impressive 27%. By offering top-notch features tailored for proposals such as e-signatures, invoice automation, payments, and contract renewals, Cone ensures a stress-free sales and payment collection cycle.

Best Features:

• Flexible Proposal Editor: Cone’s differentiating feature in its proposal software is its flexible proposal editor, which offers a variety of features that let you craft proposals that truly shine. You can have complete control over the design and layout, allowing you to tailor proposals to your unique brand identity and client needs. 
• Customization: Be creative and deliver your proposal the way you want. Move, edit, or delete sections and customize the proposals. This level of customization ensures that each proposal serves as a captivating first impression which will in turn leave a lasting impact on potential clients. ‍
• Sales Pipeline Management: The built-In integrated sales pipeline management features in Cone’s proposal software that allow you to track leads, monitor progress, and ensure that no potential client finds cracks in your work. ‍
• CPQ Functionality: Cone adds an excel sheet-like capability that auto-calculates service prices depending on the pricing parameters or variables. ‍
• User-Friendly: At Cone, we prioritize user experience over everything else. We provide a clean and intuitive interface that is designed for ease of use. Our sales proposal software minimizes the learning curve and adjusting period, allowing your sales team to get up and running quickly, maximizing their productivity and minimizing onboarding time. ‍
• Robust Billing and Invoicing: With an integrated robust time and billing software as well as an invoicing system, our sales proposal software can support multiple payment gateways. From direct debits to credit/debit cards and ACH methods, Cone will let you use your existing payment processors, without incurring additional transaction fees. ‍
• Cost-Effective Solution: We all know that, at the end of the day, budgets matter. At Cone, we offer our comprehensive suite of features starting at just $8 per user per month. Our transparent and cost-effective pricing structure makes Cone an ideal solution for businesses that are looking to maximize their return on investment. ‍
• Template Library: Cone’s Proposal Template library stands out with its vast selection of over 100 professionally designed templates.

Below are a few of our popular proposal templates:

1. Marketing consulting proposal 
2. Free Social media management proposal template
3. SEO proposal template
4. Freelance graphic design contract
5. Logo design proposal example
6. Web design proposal template
7. Video production contract
8. PPC proposal template

Key Features: 

• Impressive Proposals
• Able to embed videos, pdfs etc
• Dynamic pricing tables or quotes
• Streamlined Billing and Payments
• Renewals Automation

• Simple Interface
• Security 
• Native Integrations with Accounting software like QBO or Xero
• Great Customer Service

Pricing: 

Cone’s paid plans for proposal management software start at $8 per user/month. 

Essential
$8 per user/month (annual billing)
$11 per user/month (monthly billing)

Growth
$11 per user/month (annual billing)
$15 per user/month (monthly billing)

Try for free now!

‍

PandaDoc 

PandaDoc is a proposal software platform that simplifies document creation and e-signature processes, catering to businesses looking for efficient proposal software for freelancers. Its focus on CRM integration and proposal creation makes it a suitable choice for enhancing sales operations. Although its proposal looks like a regular document, its branding is smart, professional, and friendly, along with all its customer-facing material. 

Best Features: 

• Document Editor: PandaDoc integrated document editor can create proposals, contracts, and other documents from scratch.The software combines text, electronic signatures, and multimedia in a user-friendly interface, enabling the creation of visually appealing professional documents.
• Content Library: PandaDoc's content library allows you to save and reuse formats, layouts, text blocks, and multimedia snippets across multiple documents. The software provide a central hub for all proposal materials, allowing you to organize and access pre-written content, case studies, and legal terms. 
• eSignature Requests: The eSignature feature from PandaDoc is legally binding, ESIGN, and UETA compliant. For an extra layer of security, PDFs contain a specific private encryption key that verifies if the files were eSigned with PandaDoc.
  
  
• CRM Integration: PandaDoc’s software enhances collaboration by ensuring a smooth transition of data between several platforms. It is known for integration with several CRM systems such as Stripe, Hubspot, Salesforce, etc. 
• Mobile Support: PandaDoc has made it possible to access everything through your mobile phone. Any client of yours looking at your proposal sent through PandaDoc can access it. This responsive feature makes it handy for users who want to be connected all the time. 

Pricing

PandaDoc’s plan starts at $19/month, offering a free plan with limited features. 

• Essentials: $19/month(billed annually) or $35/month (billed monthly) 
• Business: $49/month, (billed annually) or $65/month (billed monthly)
• Enterprise: Custom

Bidsketch

Bidsketch has positioned itself as a  sales proposal software alternative that offers a streamlined approach to generating professional proposals in no time. It focuses on automation and pre-defined sections to speed up the proposal creation process. Its salesforce integration and focus on value selling will elevate your sales pitch. 

Best Features: 

• Quick Proposal Generation: You can simply add your content to Bidsketch's editor and let it create a branded landing page for your colorful proposals. Without wasting any time on designing, you can choose to focus on crafting your message.
• Automated Workflows: Bidsketch automates your mundane but important tasks such as sending approval messages after proposal signing and prompting clients for feedback directly within the document that will streamline your follow-up process.
• Upselling Made Easy: You can easily showcase any additional services and optional items within your proposals using Bidsketch, allowing clients to add them during review. This will help you maximize your project value and uncover potential upsell opportunities.

• Pre-Built Templates and Content Library: The pre-built templates and a content library in Bidsketch will give a good start to your proposal process. This will let you take inspiration from elements from past proposals, saving you a lot of time and trouble. Its version control will ensure that your content library gets updated on time.
• Proposal Expiry Dates: Set proposal expiry dates to gently nudge clients towards a decision and keep your project at the forefront of their minds. With Bidsketch, you can get an edge with your clients if you are planning to put a stop to chasing clients who aren’t serious. 

Pricing:

Bidsketch offers multiple plans, based on your requirements:

Business: $149/month (billed monthly) or $119/month (billed yearly) 

Team: $79 /month (billed monthly) or $47/month (billed yearly) 

Solo: $29 /month (billed monthly) or $23/month (billed yearly) 

It also offers a 14-day free trial.

‍

Qwilr

Qwilr is an easy-to-use sales proposal software that streamlines the entire sales document creation process, designed specifically for sales experts in smaller teams. It eliminates data entry hassles, boosts efficiency, and connects with popular CRMs seamlessly. By facilitating streamlined payment processing, reducing average payment time, and increasing close rates, Qwilr empowers your sales team to create impactful sales materials, close deals faster, and foster efficient collaboration throughout the sales cycle.

Best Features: 

• Content Creation: Creating content on Qwilr is visually pleasing as you can add moving elements to your document, which gives it the effect of a living document. Adding elements like a video, quote, text, and even content from your own library. 
• Instant Payment Options: Qwilr’s features accelerate payment processing while enabling customers to pay instantly using various methods. This includes credit cards, debit cards, bank transfers, merchant accounts, PayPal, and more, reducing the average payment time to just 2 days. 
• Custom and Interactive Proposals: To leave a lasting impression, small business users can create custom and interactive proposals using Qwilr. You can send URLs to provide a dynamic and engaging experience, instead of traditional attachments.
  
  
• Sign, Pay, and Upsell on One Interactive Page: Qwilr lets you manage it all through one single interactive page - it will empower buyers to sign contracts, make payments, and explore upsell opportunities. This streamlined approach enhances deal closure with efficiency.
• Integration: Qwilr's integration feature connects seamlessly with popular tools like HubSpot, Salesforce, Zoho CRM, Stripe, QuickBooks, and Zapier. These integrations allow you to automate document creation, receive instant notifications, enable online payments, and sync data across your favorite apps.

‍

Pricing: 

The Business plans begin at $35/month per user and the Enterprise plan is billed at $59/month per user. Qwilr offers a 14-day trial for users to try the app.

‍

Not satisfied with this? Check out the top Qwilr alternatives that can prove to be useful for you.

Responsive

Previously known as RFPIO, Responsive software is an AI-driven platform designed for Strategic Response Management (SRM) and RFP (Request for Proposal) processes. It helps organizations efficiently respond to questionnaires, bids, and information requests by automating key parts of the proposal process. .The platform integrates with various tools, supports multiple languages, and helps to enhance response management.

Best Features: 

• Automates Proposal Creation: Responsive allows you to build a first draft quickly using its AI Assistant and Auto Respond.  Proposal requests can be evaluated in one place using RFPIO. It allows you to make a bid/no-bid decision and the team you can assign at intake will carry over if the project goes live, automatically. 
• Gather E-Signatures: Instead of exporting or printing out for signing, you can now collect signatures and place signature-related fields on documents right from RFPIO. After you’ve collected all your signatures (including guests), all that information flows directly into RFPIO—so you can easily check audit logs for signing activity history, including the name of the signer, time of activity, location, and type of activity. 
• More Translation Options: Responsive allows you to translate entire projects or source files on demand, as they are imported. This means that it is also possible to retain images and formatting in the translated content. The RFPIO user interface is available in several languages such as Chinese, Korean, French, English, Portuguese, Spanish etc.
• Automate Transfer to Project Team:
• Software Integrations: Responsive boasts of a large number of integrations that make streamlining processes easier. Whether you are looking to access more Slack functionality, experience project creation, and retrieval and get a head start on the Sales Cycle with Salesforce, or get chat endpoint API enhancement, RFPIO can assist you.

Pricing: 

To use this software, interested parties can directly get in touch with RFPIO directly for custom pricing. The platform offers a free demo to showcase its capabilities.

Better Proposals

It is possible to get your whole team on the same page with minimal training using Better Proposals. You can see everyone’s pipelines at any moment and improve individual performance while communicating in real-time. The software has positioned itself as an inclusive sales hub, offering a wide variety of tools designed to optimize the proposal process. You could take a look at Better Proposals alternatives to understand if this is the best fit for you in the market. 

‍

Best Features: 

‍

• Template Library: It offers a nice content library of templates to cater to diverse business needs. Business proposals can be customized quickly, thereby saving time and effort. You can also save “content library blocks,"  making it easy to add them to any proposal you create in the future.
• Integration With Tools: Better Proposals offers an integrated suite of tools, such as HubSpot, aimed at facilitating efficient proposal generation and sales management. These tools enhance the overall workflow, ensuring a smoother and more streamlined sales process. 
• Content Creation: It is possible to design a good layout and add a side menu for your document. Better Proposals software has made content creation easy through simple navigation methods like adding a video link or choosing from the content library. 

Pro Tip: Check out Better Proposals vs Proposify to understand which one suits your needs best. 

Pricing:

• Better Proposals’ cost begins at $19 billed monthly or $13 billed yearly. 
• The premium plan costs $29 billed monthly or $21 billed yearly
• The enterprise plan is for $49 billed monthly or $42 billed yearly

Here’s a complete breakdown of Better Proposals pricing. 

GetAccept

GetAccept is a document-tracking and e-signature proposal software It also acts as digital salesroom software that will help sales teams eliminate bottlenecks and streamline sales processes. This innovative proposal writing software includes features such as live chat, personalized videos, CRM integrations, and a comprehensive suite of proposal and contract management capabilities.

‍

Best Features:

• Proposal Templates And Quote Builder: Tools to create stunning proposals and quotes using the content library are available on GetAccept. Users can access the templates, upload their PDFs, add videos, links, and images, and create engaging documents for their clients. 
• E-Signatures And Contract Rooms: By facilitating an 8x faster signing process, GetAccept will integrate e-signatures seamlessly to save you time. It also offers dedicated contract rooms for clients, enhancing collaboration and stakeholder engagement.
• CRM Integrations And Payment Processing: Seamless integration with CRM systems and payment processing functionalities ensures a connected workflow and added convenience. GetAccept also ensures that you can push information back into the CRM, based on interactions in GetAccept! 
• Live Chat: The chat section allows negotiating and answering prospects in real-time. This ensures that communication is not only prompt, but it also ensures that all the information is contained in one space. 

Pricing:

The proposal writing software offers a 14-day free trial. After the trial period, it offers different plans based on the features. 

• Only e-sign plan - $25
• Deal Room Professional Plan - $39
• Contracts Professional Plan - $39
• Full Suite - $79

You can also get the Enterprise plan at custom prices.

Proposify

Proposify offers several tools for streamlining proposal management for sales-driven teams seeking integration solutions. Its focus is on enhancing the efficiency of proposal creation, and the approval process.  Proposify is popularly known for its straightforward design editor and the seamless embedding of visual content like images and videos. You can also check out Proposify alternatives for a better understanding of what is available on the market. 

‍

Best Features:

• Effortless Proposal Creation: Proposify gives people tools to make and handle plans easily, making the whole process of creating proposals better. In the preview mode, you can choose a language for the recipient and customize not only the format but also the language. 
• Roles and Permissions Settings: Proposify’s sales proposal software has a great user role and permission functionality, making it perfect for companies looking to streamline the approval process in relation to their sales processes.
• CPQ Functionality: Proposify lets you add an extra Excel-like square that auto-calculates whatever you put in there. You’re also able to add more columns and rows and choose what you want them to include. 
• Interactive Pricing and Upsell Opportunities: Your sales process will improve with the interactive pricing from Proposify, which allows businesses to take advantage of upsell opportunities and write proposals that are specifically tailored according to their client’s needs.
• Document Tracking: Document tracking insights, allowing users to monitor client interactions with the document in real-time and commenting are all perks of Proposify. Additionally, the tool also enables the creation of a content library for quick access to essential descriptions, fees, images, and more during document creation

Pricing:

Proposify offers two pricing plans:

• Team plan: $49/user per month
• Business plan: Custom pricing

Proposify also offers a 14-day free trial.

Nusii

Nusii’s provides performance insights into proposal performance, such as open rates and win rates. It gives you a content library for reusable sections and has a feature which auto-populates fields such as company names, addresses, etc. With customizable templates, businesses can maintain brand consistency by defining the exact appearance of their proposals. 

‍

Best Features:

• Tracking Proposal Engagement: With Nusii, you can receive notifications the moment your prospect opens the email containing the proposal link. As soon as they click on the link to view your proposal, Nusii sends another notification, providing you with valuable data on the prospect's engagement level. This proactive tracking enables strategic timing of your follow-ups.
• Analyzing Client Interactions: Beyond the initial proposal engagement, Nusii captures live feedback through the built-in chat feature. This allows clients to resolve doubts or ask questions within the proposal interface itself. ‍
• E-Signatures: Nusii offers its users electronic signatures to keep you in the loop when your client accepts and signs the proposal. These actions are legally binding.‍
• Proposal Automation: Nusii has taken away repetitive tasks, such as inserting client details, company information, etc, and has automated it. With the click of a button, proposals are auto-populated, allowing you and your team to focus on refining core content and tailoring information.

Pricing: 

Nusii has different plans, based on whether you are a freelancer, an agency, or a full-fledged business. 

• The plans start at $29/month or $290/year per user. 
• The agency plan is for $49/month or $490/year per user per month 
• Business plans cost more - $129/ month or $1290/year per user. 

 A 14-day free trial is available for all the plans.  

‍

Loopio

Loopio stands out as a premier choice for sales teams specializing in solicited proposals, particularly those responding to Requests for Proposals (RFPs). It comes with built-in solutions to help businesses generate and send RFPs, Requests-for-Information (RFIs), and other questionnaires. With Loopio, you can use AI to review proposals, insert content blocks, or answer questions by referencing approved business proposals.

Best Features:

• AI-Generated RFP Responses: Loopio's unique "magic response" feature leverages artificial intelligence to learn from your company's content, ensuring on-brand and accurate responses to frequently encountered RFP questions. 
• Project Tracking and Proposal Analytics: Project tracking capabilities, allowing teams to assign questions, set deadlines, and leave comments for efficient collaboration is possible through Loopio’s software. Proposal analytics offer insights into content, project, and usage statistics, enhancing the understanding of the RFP response process.
• Dynamic RFP Templates: The platform offers dynamic RFP templates that adapt to the specific requirements of each proposal, ensuring flexibility and efficiency in response creation.
• Collaborate on responses: Loopio provides solid project management tools to help sales reps track proposal progress, assign questions, and provide feedback.

Pricing: 

Loopio has four different plans you can choose from, based on your needs.You can contact the sales team to get their prices. 

‍

How To Find The Best Sales Proposal Software For Your Firm?

By now it is known that there are several sales proposal softwares available on the internet and that they have a variety of features to choose from. However, before you go ahead and take your pick, we have a few suggestions on how you can select the best option for you:  

Define Your Needs: If you have a clear idea of what you are looking for, you can easily consider which softwares to eliminate and which ones to consider for a free trial. You could consider factors like collaboration, analytics, customisation etc. 

Ease of Use: While not everyone is adept with technology and the internet, we suggest that you  choose a software with a user-friendly interface and intuitive features. This will ensure a smooth adoption process for everybody from old to young on your sales team.

Integration Capabilities: Integration is a must so you must ensure that the software can integrate with other tools you use. These may include CRM systems, email platforms, or project management tools. 

Scalability: Be wise to select a solution that not only supports you in your current business plan but can also accommodate the growth you are projecting and planning for. Choose in a way that the software can accommodate an increasing volume of proposals and additional team members easily.

Security Measures: Ensure that the software your firm chooses adheres to high-security standards, with features like access controls, encryption, and secure data storage to protect sensitive client information.

We suggest that in addition to these things, you consider some basic features like these:

• Template Library: Access to customizable software proposal template.‍
• Tracking and Analytics: Ability to monitor proposal status and analyze engagement.‍
• Electronic Signatures: Capability for clients to sign proposals digitally.‍
• Customization: Flexibility to tailor proposals to specific client needs.‍
• User-Friendly Interface: Intuitive design for ease of use.‍
• Integration: Compatibility with other tools like CRM.‍
• Security: Robust data security and confidentiality features.
• Payments: Invoicing and payment features.

Why Choose Cone?

Cone’s proposal to payment software offers a range of benefits making it the best proposal software for their profession. One of the standout features of Cone is its flexible proposal editor, allowing business owners to create stunning proposals tailored to their client's needs. The extensive library of premium proposal templates provides a solid foundation, and the fully customizable options ensure that every proposal reflects a unique style and brand. 

With Cone, marketing agencies can send customized proposals in seconds, saving valuable time for their employees that they can use for strategy building to impress clients with their professionalism. Here are some more distinctive features of Cone: 

• Flexible editor to build proposals to meet any needs.
• Automated Invoicing eliminates the risk of missing invoices.
• Seamless payment experience with extensive payment options, including direct debits, credit and debit cards, and ACH payment methods.
• Robust billing software.
• Automated renewal processes.
• Native Integrations with accounting software.
• Dynamic pricing tables or quotes

By using a sales proposal software like Cone you can shine out and become confident of your proposal. If you are looking for the most value-for-money tool with all the advanced features, Choose Cone! So why wait?  Try Cone for FREE today. 

Frequently Asked Questions

1. How does proposal software help salespersons to stand out among competitors?

Proposal software helps in making the proposals look professional, which will in turn make the salesperson seem professional and make them stand out. It showcases the skills and experience of the individual effectively, by making them a perfect choice in the eyes of the clients. 

2. Can proposal software assist in managing multiple proposals?

Yes, there are multiple proposal software that facilitate the management of multiple proposal samples efficiently. Using these tools, one can track, manage, and update various proposals simultaneously. 

3. Do these tools provide templates?

Yes, they certainly do! Proposal management tools commonly provide templates for usage. There is a huge variety of pre-built templates that users can choose from and customize according to their specific needs. 

4. Why do businesses need proposal software?

Businesses may need proposal software as it streamlines the creation process of a proposal, enhancing the look and feel using professional templates, and elevating their brand. It has several other features that can save them time and also increase their chances of winning a proposal.

5. Is proposal software only for large enterprises, or can freelancers benefit too?

Proposal software is not just for businesses. With capabilities for writing good freelance proposals, scalability, and support for enterprises of all sizes, it appeals even to freelancers. 

6. What features should businesses look for in proposal software?

Users should look for free proposal software with e-signature support, a user-friendly interface, and customizable templates. 

7. How user-friendly is proposal software for freelancers who may not be tech-savvy?

Users need not be tech-savvy to use a proposal software. Proposal softwares comes with a user-friendly interface that is simple to use for everyone. The software is designed to make the work easier for people who may not be that tech savvy. 

8. How does proposal software contribute to winning more clients for freelancers?

Proposal software enhances a proposal by creating impactful and organized presentations, increasing professionalism and client appeal, and leading to improved client acquisition for salespersons.