Best Proposal Management Software with a Free Trial of 2025

Our platform of solutions makes it easy to collaborate, share and create winning responses, from creating RFPs, RFIs, and Questionnaires to assembling Proposals, Contracts, and Sales Collateral. Our platform's tools and features include scalability and personalization. We have thought of everything. Our core features include custom workflows and real-time tracking, as well as the ability to create unlimited projects. Our core features are available in all our solutions, so you can always access world-class functions that will help you work efficiently and speedily.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

This simple tool allows you to create business proposals that stand out from the rest. Duuers proposal editor makes it 10x faster to create proposals than your current tools. You can either choose from pre-made templates or create your own. This saves both time and effort. You will make your customer feel valued right away. You can create a positive customer experience by using ready-made, well-designed quote templates. It is easy to read and open the offer. You can instantly answer customer questions and provide more information. This will help you win more deals. When the customer accepts, comments on, or opens the offer, you will be notified. It is easier to win trades by being able to modify submitted offers immediately, without having to submit again. No matter who the bidder is, always present a professional-looking offer. Your company's products and services should be promoted in a cohesive way.

Proposa allows you to go from prospect to customer in three times the time it takes. It has an intuitive interface that makes it easy for you to build three times faster than what you do currently. You'll be able to close more deals with smart insights that legacy applications don't offer. Although the canvas may seem blank, it will soon be filled with valuable insights. Proposa's interface is simple and elegant, allowing you to focus on what really matters. Proposa offers 5 building blocks that give you endless options. You can easily add text, multimedia, tables and lists to Proposa. Don't waste time repairing what is already there. Proposa's intelligent templating system makes it easy to reuse and use content from your own library. To create visually stunning proposals, you don't need to be a professional graphic designer. Proposa handles all the design details. Add and position your content, and you'll be just as impressed as your prospects. You'll always be top-of-mind Proposa sends real time open notifications to your prospects when they open your proposal.

Tools that work for your business. The intuitive text editor in Proposals lets you focus on the content, and not the formatting. When your clients complete key actions, you will be notified immediately. A pricing table makes it easy to break down the costs of products or services. Add your logo, terms and conditions and any other notes that you wish to share with clients. Colibro will make your invoices available to clients and let you know when they have viewed them. You can keep track of which invoices have been settled and which ones remain unpaid by adding payments to your invoices. Do you need to bill clients regularly? Automate the process to save time and money every cycle. To quickly create expenses, you can upload receipt files from any browser. To create reports and export to your accounting software, group expenses. Track spending based upon client jobs and expense categories.

A living space for complex deals. Mutual action plans that hold prospects accountable and ensure that nothing slips through the cracks. Keep everything in one place. Ensure clients complete the next steps. Clients, stakeholders, as well as team members, are kept accountable by automatic email reminders. Consolidate your entire deal in one place. No more scrolling through endless email threads or spreadsheets. One place for you and the client. Forecast deal outcomes accurately. Get visibility into the status and potential outcomes of your deals without complex reports. Jump in before it's too late. With repeatable playbooks, you can assemble your best reps. Use reusable templates to help everyone perform at their best. Integrate into your existing workflow. Recapped integrates seamlessly with Salesforce, Dropbox and Google Drive.

reDock uses AI/machine learning to automate content search tasks. This allows anyone on your team to find relevant information without SME chasing, or drowning in irrelevant results. You can quickly find the most relevant information from all your data repositories, software systems, and help your team win more RFPs, get more projects, increase revenue, and grow your business.

Ascend offers the tools your team needs for success in sales. Get bids done right. Your team will be able to close deals quicker and improve their estimates. Easy-to-use software tools can improve visibility, leverage historical information, and increase project margins. You can reduce turnaround times and improve the accuracy of your estimates. For faster signoffs, generate proposals using templates and specification docs. Get visibility into your pipeline to identify potential capacity issues earlier. For easy access to all customer information, connect your systems.

In one step, you can create your pricing and statement-of-work. ScopeStack allows you to pick and choose features from different technology towers, making it easy to scope. No more spending hours editing grammar and word templates. ScopeStack automatically creates the scope while you select features and functions. Visually determine which projects will be more profitable and use key business metrics for auto-approval.

Based on the responses you receive, track the evolution of your overall score. Our dashboard keeps you updated about feedback and provides detailed reports that help you evaluate your service. You can get real-time feedback about the impact of any changes made to your customer service. Find out the reasons behind returns and cancellations. Respond immediately to criticism and identify your strengths and weaknesses. Callexa is a new service. We want to hear your suggestions so we are. You can try our service free of charge. If you have any questions, please let us know! Callexa uses modern 1-click surveys that are based on Net Promoter Score (NPS). This measures the willingness of customers to recommend you to friends and colleagues. Your customer is putting his credibility on the line by doing this. This results in more accurate assessments that impersonal ratings. Many well-known companies already use NPS and have seen higher response rates.

Quote Manager CPQ for Microsoft Dynamics 365. Microsoft Dynamics 365's powerful add-on, Quote Manager CPQ, is fully native to Microsoft Dynamics 365. This add-on allows sales teams to quickly create and send professional branded quotations from Dynamics 365. Quote Manager CPQ, the only Quote/CPQ software 100% dedicated to Dynamics 365, holds all configuration, data and set up data in Dynamics. You have complete control over any customizations or use of standard Microsoft Dynamics 365 features like queries, charts, views, workflows, and views. The standard Excel export/import functionality for Product Database modifications is used, along with PowerBI dashboards or PowerApps. Standard Word Templates and other add-ons control the output of quotes. Quote generation. Search over 10,000+ products. Filter by category, make and supplier. You can add products to the quote, modify the layout with comments, sub-totals and edit descriptions

A productivity suite designed for you. We understand the hustle and bustle. We make it easy to handle the tough stuff so you can spend more of your time doing what you love. You can get things done faster and easier so that you can spend less time managing your company and more time doing what you love. All in one: Record, report, and get paid. In minutes, you can send your clients lawyer-vetted contracts. All your work files can be kept in one place so you can easily share them with clients. You can manage tasks easily and stay organized so that you can concentrate on the important things. It's one thing to manage your time. It's another thing to manage expectations. Our tools make it easier to keep your clients informed and up-to-date. With a flexible proposal builder and estimate generator, you can start new client relationships with confidence. To keep track of important details, organize and add clients to your client database.

Flexible online office software that will help you succeed in your business. You can immediately create compelling offers, tax-office-compliant invoices, and legally secure reminders. You can do all your accounting from one place. All business activities can be planned, managed and controlled with WISO MeinBuro. This will make your day-today work much easier. WISO MeinBuro is a great tool for companies that want to save time and make their day easier by selling products and executing services more efficiently. Our intelligent office software offers a wide range of functionalities that help companies plan, manage, and control all aspects of their company activities. WISO MeinBuro offers many functions that simplify the daily office tasks of companies. It uses intelligent, innovative automatisms and interlocking to do this. This reduces both time and costs. You can simplify the order processing. WISO MeinBuro Web gives you a complete overview of all your e-commerce activities, Shopify or Shopware.

You can quickly generate detailed and personalized quotes and store them in the cloud. Then, you can send them to customers with just one click. We created a simple and practical tool. The quick video guide makes it easy to learn how to use Quotadoo® in just a few seconds. You can drastically reduce the time it takes to create and send quotes with quotadoo®. You can save hours with quotadoo®, and get back your time. A professional presentation can increase the success of your quotes. You can save up to 90% compared to manual models. Impress your customers and beat your competition over time. Create and deliver your quote instantly while you are at the customer's by connecting with your tablet. You don't need to install anything: quotadoo®, which is secured through Cloud technology, can be used anywhere you are, whether you're at work, at home, or on the go.

iPoint Solutions, a US-based company, develops software for field service businesses to streamline their day, optimize workflows, and convert prospects into customers faster. A complete business management platform that allows you to manage all aspects of your company from one platform. Get daily briefings and access real-time metrics for every department. You can go paperless in the office, warehouse, and field. Integrate with your mobile device to get a truly mobile experience. iPoint is helping hundreds of companies increase efficiency and profit. You can empower your team with the tools you need to win and manage all aspects of your business from one platform. Automated workflows make it easier to complete tasks and reduce waste. They also keep your team in the loop.

COVALYZE optimizes the entire strategic procurement process, from demand management to RfP comparability. COVALYZE provides a better category data set that includes all technical business specifications in a structured format. You can get new insights into your category data by combining supplier prices with detailed business specifications. How can I reduce the number of article variants? What business features are driving the category's price? Book a demo session today! COVALYZE is an online platform for OEMs and enterprise producers who want to reduce the cost of sourcing components and services while speeding up time to market. COVALYZE gives you all the information you need to start your negotiations. You can find everything you need: price of components, high-priced suppliers, overpriced parts and many other things.

Streamline your bid processes with our AI platform. We help you win tenders, answer questionnaires and grow your company. No credit card required to try it today. No more manual data entry. Connect your data sources to us and we'll do the rest. Our AI generates data-enhanced answers in natural language. Get a clear view of all the requirements in the tender. AutoFill will fill out the tender for you and save you valuable time. AI can help you improve your responses. Use our collaboration tools for your team to get them involved. Spend less time on administrative tasks and more time growing your business. With our cutting-edge automation, you can complete tenders more quickly and accurately than ever. Integrate seamlessly with your tools to unleash the power of data. Our real-time collaboration tool and notifications will increase the productivity of your team.

Proposal software to help you win more deals. Offorte helps businesses and entrepreneurs seal more deals while saving time. It offers clever solutions for the creation and delivery of compelling proposals. It is easy to see a proposal as a tedious task, even though they are vital for business success. Our goal is reduce this pressure and make the business process more engaging by using digital, interactive proposals. We are unique in our approach to proposals. We avoid the monotonous, order-confirmation-like proposals that are common in generalist software. Our focus is always on business proposals, and orchestrating your victories. Create exceptional proposals to sell your dedication

AI allows you to create new proposals based on your previous proposals. Sign up for free or choose the plan that best suits your team. Upload your old documents to Google Drive or Dropbox. Use Docue for faster sales proposals and quotes. Sign up for free and upload your previous proposals to create new proposals faster.

R3 WinCenter is a proposal software that was specifically developed to meet the evolving needs of proposal professionals working on complex RFP responses. R3 WinCenter integrates proposal management and capture into one system. This streamlines and automates all work across the GovCon Business development Lifecycle. R3 WinCenter offers six core capabilities: capture management, proposal management and teaming partner engagement.

Loopio is a technology company that assists enterprises in supercharging their responses to RFPs and DDQs as well as Security Questionnaires. Since 2014, Loopio has been adopted by over 800+ global leaders, including DocuSign and FedEx. Loopio users can generate better responses by using a searchable library that is up-to-date with their intuitive RFP Content Management System. Intelligent import and question auto-detection make it easier to kickstart responses quicker. Users can stop answering the same questions over-and-over by letting their Magic Request Automation tool answer FAQs in one click. Loopio's flexible pricing options allow you to take advantage of the platform's intelligent content and automation features. You can also try the platform for free.

Conga Collaborate can cut down on time sales teams spend creating content or putting together information for proposals. Engaging online documents can help you save time. Say hello to improved productivity and simplified workflows. Based on Salesforce data, create customized documents with the right content for the right time. Instead of putting together proposals, your reps can focus on selling. There will be no more mistakes and more time to connect. Your proposal makes your case. Engage your audience quickly using rich media such as video. You can track and analyze how your prospect interacts with the document you have sent. Conga products are purpose-built for seamless integration so that you can automate, streamline and streamline your commercial operations from beginning to end.

Upland Qvidian makes it easier to create a winning proposal, and respond to RFPs more efficiently. Upland Qvidian, a cloud-based, feature-rich proposal and RFP automation software solution for enterprises, streamlines content management and improves business efficiency through a single trusted content repository. Upland Qvidian offers many key benefits, including centralizing sales and proposal content and enabling real-time collaboration. It also ensures compliance and allows for the creation and delivery of professional documents.

QorusDocs helps you create business-critical documents faster. QorusDocs offers intuitive, powerful solutions for pitch, proposal, and content management that help sales and business development teams bridge content gaps. QorusDocs allows teams to create accurate and current pitches, proposals and contracts. QorusDocs can be used on-premise or in the cloud. Qorus proposal software empowers your staff to create tailored responses 5X faster for proactive proposals and presentations, pitches, RFQs, RFPs, RFIs and RFQs. Our proposal management software was designed to help you win more business, whether you are in Managed IT Services or SaaS. QorusDocs QPilot, the QorusDocs Artificial Intelligence Assistant, allows QorusDocs to accelerate content research and content generation, and to simplify collaboration between sales, bid, marketing, and business development teams in order to deliver business-critical documents.

SAP CPQ (formerly CallidusCloud CPQ: Enhance customer experience by empowering sales teams and partners to offer complex product configurations and optimized pricing. The SAP CPQ solution allows you to offer the right product at a right price and time. It also makes it easy to connect SAP CPQ with any CRM or ERP platform. Sales reps can sell more channels faster by reducing order errors, generating proposals immediately, and providing channel- and customer-specific pricing. To generate quotes faster, reduce approval times, speed up sales cycles, and allow staff to concentrate on sales, create intelligent, integrated sales processes that automate sales. To maximize sales opportunities, increase cross and up-selling, optimize pricing, and protect margins, improve business insight.