Best Proposal Management Software of 2024

We help B2B companies like yours optimize their pricing and sales to achieve predictable, profitable results - and maximize your commercial potential. How do we do it? Our world-class people, processes and technology will help you do it. Our best-in-class solutions are proven to unlock the commercial potential of your products and services. Vendavo Pricepoint, a cloud-based dynamic pricing management software solution, allows organizations to consolidate all relevant pricing information across their business in one place. Pricing teams can create and manage pricing strategies using user-configurable rules. This flexible pricing logic allows them to scale across their product catalogs, regions, countries and channels, as well as customers, to ensure that the price is always correct, regardless of the context.

Nibaal gives you the opportunity to create detailed proposals that will win you that business deal. The proposal software platform allows you to quickly create, manage, and send business proposals. You can create proposals online and offline without worrying about synchronization. Nibaal's Synchronization function automatically synchronizes all data on your computer and online. You can create proposals with active collaboration by other users. Invite Member allows you to collaborate and work together on a proposal. Our team will analyze your business requirements and create software that meets your specific needs. It is tailored to your needs in order to provide the best proposal solution.

The Ultimate Business Document Software! ProposalSmartz is a great software that creates all important documents such as business proposals, letters and contracts, invoices, estimates, and invoices. ProposalSmartz makes it easy to close business leads quickly by creating winning proposals in minutes. It's time for you to say goodbye to expensive content writers. Proposalsmartz offers professional business proposals, letters and contracts, as well as invoices and estimates, that are written by industry professionals. This easy-to-use software for business proposals will save you the cost of hiring expensive content writers. In just three easy steps, you can create business proposals and other documents and then publish them. Proposalsmartz proposal software offers a wide range of templates for business proposals, depending on your industry. You can search for the template you need and then choose to use it. All Proposalsmartz business proposal templates have been reviewed and created.

BidMagic can quickly create a professional proposal for $100,000 in less than 10 minutes. Your competition will be stunned by your proposals! Automating your sales process will immediately improve your results. This award-winning AV & Security proposal tool was designed by and for custom electronics salespeople. BidMagic is the right tool for you if you are looking for power, accuracy, ease-of-use, and great-looking proposals. You waste a lot of time copying and pasting proposals created with DIY spreadsheets. You don't have price controls or product management. Accounting software is not able to calculate labor costs or create professional-looking proposals. Other "Design" programs can be too costly, too complex, require expensive training and take a longer time to set up. These programs are not for salespeople. BidMagic combines all the best features into the ultimate platform for installing dealers.

Many companies treat federal government proposal writing like a stepchild. These companies view the process of responding to a federal Request for Proposal as a complicated and tedious task. Instead, it becomes a series chaotic events that culminates in a last-minute crunch just days (and nights) before the proposal is due. The Proposal Manager (if there is one), who can produce the majority of the proposal but cannot provide the technical solution to the customer's problem, is the center of all this chaos. Proposals are most successful because they have a customer-centric, compelling, technical approach. Usually, the center of the chaos is the one who produces the approach. The Proposal Architect uses a table-driven method to develop a technical solution for a customer's problem. The Proposal Architect will provide suggested formats for work breakdowns. These will then be converted to linked tables with task and subtasks to create a detailed outline of the technical approach.

Workspace allows you to create proposals, manage projects, and send invoices all from one place. Beautiful proposals will help you manage leads and win more customers. Create custom labels for leads to organize them into groups. Save existing templates to create proposals and reuse them later for different clients. Use chat or email to collect project requirements. Multiple projects can be managed from one dashboard. You can track progress across projects and zoom in to see details to address risks. You can customize stages and properties to fit your project's lifecycle. Invite clients to update in real-time and add team members. Break down projects into tasks and milestones. Scope your projects using templates or previous projects. Assign tasks to groups, create subtasks, and set due dates. You can track your tasks in a board, list or calendar view. You can filter by assignees or projects. Manage your finances, create invoices and get paid on time.

Software to quickly generate proposals, product configurations, pricing, quotations, and order creation. Our standard CPQ Software has been helping companies grow for over 20 years. It also helps to reduce costs and improve quality. Complex sales processes can be made repeatable and scalable by us. This allows for standardization, consistent quality, and the ability of companies to do more with the same amount of resources. Sofon strives to ensure its customers make the most of its solutions within their organizations, so that they get maximum return on Sofon.

When creating a quote, the seProposals pricing engine will guide your sales team. Only authorized users can modify pricing. This means you don't need to worry about pricing errors or discounts that have not been approved. Access key resources like case studies, cover letters, and images from the asset library. You can ensure that your sales reps have the most current, approved content for proposals. This is true even if the material is new to you. seProposals integrates seamlessly with all major CRM systems. Maximize the power of your CRM to maximize sales efficiency and reduce errors caused by duplicate data entry. Our templates can be customized to match your brand and design specifications. Every proposal, no matter who it is created, follows your corporate style. Your proposals will look great, and you won't have to waste any sales time formatting them.

To get started with proposal automation and quoting software, you will need to spend days training or pay for help from an IT consultant who has a Ph.D. in APIs. iQuoteXpress, (IQX), does the heavy lifting to quickly deliver a fully supported, customized, and integrated sales proposal and quoting system. It's a simple to use, configure, price, and quote system. Your brand values should be reflected in your sales proposals. IQX templates for proposal design will ensure that every quote you give to a customer has the same look and feel. We will create a custom dashboard for your quoting system and load your products, services, pricing schedules and even customers and accounts. Analytics is essential for sales enablement. We'll set up the back-end tracking tools to provide you with complete oversight and ensure that no proposal or business opportunity is missed.

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.

Nulius' editor is easy to use. You can easily migrate your proposals and begin creating them with no learning curve. Select the best template and cover for your proposal. Insert pricing tables, logos, or other images and adjust the details. You can see the progress of your closing by recording everything that happens to your proposal. You will receive an email notification for the most important events. Live notifications will be sent to you when your prospect accepts, denies, or opens your proposal. This allows you to respond quickly and win. Use formulas to automate calculations and update, and save time with custom fields. Use our Content Library to reuse content and avoid writing the same content twice. These insights will help you engage clients. Find out how long your client spent reading the proposal. Segmented by page and version. Get detailed reports for any period to find out who is your top performing teammate.

Create professional proposals quickly and easily for your freelance work with Lancelot The creation of a perfect proposal with Lancelot takes just minutes and not hours. We want to make it as easy as possible to create beautiful proposals. Send your proposal to Lancelot when you are ready. You will receive real-time notifications once your client has reviewed your proposal. Lancelot allows your client to sign and accept your proposal without the need to send documents back and forth. You can save time and avoid the hassle of manual formatting. Lancelot makes it easy to create a fully customized proposal in minutes, instead of hours. First impressions count. Impress your clients with a professionally designed proposal and a premium cover photo. No need to scan and print your signature. With an e-signature, your clients can sign the proposal online.

Templates and off-the-shelf content can be used to kick-start estimates. It is possible to reduce the cost of creating proposals that feel unique while still reducing overhead. All parties can work together on the same proposal at the same time. All changes are automatically saved and stored in a changelog. Clear tracking and visualisation of project progress helps to avoid project resourcing issues. You can create, access, and edit proposals from anywhere you are, whether it's your mobile, tablet, or computer. You can stay on top of your team's actions with graphic visualisations, notifications, and live activity feeds. Store frequently-sold products and services in one location so they can be quickly re-used. To enable junior team members to work independently, define internal instructions. Invite, manage, and remove users. Assign permissions that reflect their role in the estimation process.

Only software on the market that can detect possible non-compliance issues before authors write a single word. The [compliance assistance] report below is automatically generated by the pm when it creates a cross-referenced matrix. This is only one of several compliance support reports that our software can create. The automated color review area provides reviewers with the tools to produce more "effective" pink and red team reviews. Our automated color review tools can be used to speed up the process, make it easier for reviewers to review your proposal and provide feedback and suggestions that will help you make it a better document.

Bit2win CPQ allows sales, partners, and customers to create complex products/services, provide accurate quotes, and make smarter deals using the most current product and pricing information. Bit2win is a digital platform for businesses that enables them to sell tangible goods, subscriptions, use-based and recurring pricing, bundles, amendments to existing service contracts, and provides the best pricing functionality available. The complete sales cloud suite covers all aspects of multichannel sales, from price configuration to going-to-market strategy. Bit2Win suite is an innovative omnichannels solution that optimizes business processes, identifies and manages sales opportunities, configures right product at the right price in real time, reduces sales cycle times, increases efficiency and reduces errors, speeds time-to-market, differentiates, and assures customer engagement and loyalty.

CanvasLogic's cloud-based product configurator software helps customers visualize custom products and allows them to close more deals quickly. This powerful software allows users the ability to create complex products in real time using photorealistic 3D visualization. Augmented Reality (AR), enhances the customer experience and allows them to imagine endless possibilities. You can automatically calculate pricing and configure the solution without errors. Create a seamless sales process by integrating CanvasLogic configurator and other sales enablement platforms such as CRM, eCommerce, PLM and PIM. CanvasLogic has been providing customers and partners with configurable visualization solutions for digitizing their sales, improving customer experience, and growing their businesses faster for more than 15 years. CanvasLogic was founded in 2001 and has received multiple design and innovation awards for its modular 3D configuration software. CanvasLogic's mission is to facilitate the creation of 3D configuration software.

Templated quotes, approval workflows and pricing guardrails will make closing easier for your sales teams. They will empower your reps and make closing more efficient. Pre-approved, fully customized agreement templates can be created for your sales team. You can make changes immediately and adapt to your business's needs. You don't need to wait for long implementation processes. RevOps makes it easy to get your team up-and-running in hours, days, and not weeks or months. Your reps will be able to work with you while still maintaining control over the structure of deals. Your team will save time and create approval workflows to promote alignment and improve efficiency. You can easily send documents to anyone around the world and scale your sales operations for remote and digital markets.

Nothing is worse than a team working to meet a tight deadline for a RFP response. AEC design and construction proposals are technical in nature, so they require both marketing staff and technical staff. Writing and rewriting proposals takes hours. It's distracting to focus on the current proposal and not to search for information that has already been submitted. It is important to create tailored responses to each client's specific project. This will ultimately lead to a shortlisted proposal. Our proposal software allows you to quickly create custom proposals by capturing the content once it is digitally captured. Imagine a tool that makes it easy to create proposals. To create an outstanding proposal, field staff, marketers, project managers, and executives can all work seamlessly together.

XTEN AV has one goal: to transform professional AV experiences. This includes amazing designs, winning proposal and everything in-between. We achieve this by implementing the most advanced software technologies, such as cloud computing and artificial intelligence & Machine Learning. We want to empower AV system designers and integrators to achieve 10x the productivity, 10x the revenue, and 10x the profits.

Tango combines all essential aspects of project management into a single URL that you and your client can share. This URL includes the proposal and contract, communications, as well as change request management. Invoicing & Payments. Tango streamlines your mundane "account-management" tasks to save you an hour/day. Set a goal and watch your AI-Form dynamically ask questions to gather high quality information that helps you gain clarification. The customizable proposal includes scope, payment, and terms all in one. Payment terms that can be configured and automatically enforced will help to increase cash flow by collecting payment faster. Tango was designed to fit the workflows of freelancers and agencies of all sizes. Tango is used by many shops, including web design, branding and digital marketing.

Streamline sales with centralized, personalized, and trackable sales areas. Eliminate the chaos caused by overflowing email inboxes. Instead, create a space where all of your sales and customer satisfaction materials can be accessed via a single link. Share demo recordings, collaborative action plans and documents, educational content and more. Consolidate your entire sales process into a single, customizable and trackable workspace. We will support you throughout the entire process, from outreach to post-demo to closing, and then on to onboarding and managing your account.

Notch is an innovative proposal and document builder designed for small sales teams and agencies. It allows teams collaborate effectively with clients, track progress and close deals quicker. Key Features - Shared Spaces : Easily share documents and proposals with our simple Space Builder. - Signatures - Use e-signatures for client approvals to close deals. - Interactive Offer : Create proposals that are customizable and clients can interact with by selecting or adjusting services directly. - Interactive Tasks : Assign tasks in the document to increase clarity about responsibilities and deadlines. - Space Analytics : Analyze interactions with clients to optimize content and improve engagement. Notch is perfect for small teams looking to streamline workflows and increase sales efficiency.

Super Proposal is an innovative tool that enhances the proposal process. It has secure, legally-binding digital signatures, which allow clients to instantly sign documents, eliminating the delays that come with traditional methods. This ensures that the proposals are valid and unalterable, accelerating the sales cycle. The platform provides transparency and accountability by tracking document changes in real-time. Users can monitor each modification, which fosters client trust and ensures compliance with legal standards. Super Proposal also supports multiple languages. This makes it adaptable to international clients. This feature improves communication and engagement allowing businesses to reach out to a wider audience. Super Proposal's comprehensive functionality streamlines workflows and improves efficiency. It also builds stronger client relationships.

GovSignals developed the intelligent GovCon platform to enhance, optimize and accelerate preRFP intelligence, proposal development and AI knowledge management workflows. With AI-driven solutions, we are shaping the future for government contracting. We're actively disrupting an industry worth billions of dollars, enabling cutting edge private sector technologies to quickly secure government contracts. This will strengthen our national security and economic development. GovSignals is the most advanced AI solution for government contracting on the market. Our platform allows government contractors to pursue more solicitations, whether they are a Fortune 500 company or a small business. It also enables them to produce winning proposals that are fully compliant in hours, rather than months. As one of the biggest government data aggregators, we are able to predict what the government is going to do.

Orbidal's proven methods and best practices, as well as competition insights, are helping growth-oriented businesses move from 60% average score to winning scores of over 90%. Our complete bidding system combines all the content, tools, and strategies you need to submit successful bids time after time. It is based on the insights and expertise of over 7,000 international proposals. Machine learning is used to further improve your bid success. Many enterprises don't know how bids are scored and what it takes to achieve a 90% winning score. Orbidal's intelligent content, winning templates, and many tools will help you achieve higher scoring responses. All RFP responses are saved, so you can bid, win, and repeat. The platform's systematic approach allows you to easily engage with colleagues and gather contributions.