Best Free Proposal Management Software of 2024

AI Docs contract automation software enables small and midsized organizations to easily generate, sign, and manage contracts and sales documents. Let AI Docs help you get control of your contracts in order to save labor, improve quality, and boost income. With the AI Docs contract lifecycle management (CLM) software, rules and logic guide users through contract configuration and creation. All necessary data is captured, all required clauses are incorporated. No errors are introduced, no ‘leftover’ or inappropriate information is included. This unique rule-based approach empowers less contract-knowledgeable employees and partners to configure and create contracts while ensuring accuracy and eliminating bottlenecks. AI Docs, Inc. is a veteran-owned, Chicago-area company. Our AI Docs product automates the creation of contracts and sales documents such as proposals and return on investments (ROI). We strive to be the most accommodating software company that our customers work with.

Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our innovative, best-in-class platform and customer value programs empower companies to accelerate growth, mitigate risk and improve the employee experience. With Responsive, frontline teams deliver superior responses using intelligent technologies to quickly, accurately and automatically manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs).

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

Zbizlink, a cloud-based proposal management tool, combines six core business applications. It's more than a proposal management tool. It is designed to make it easier for government and commercial proposals. Integration with third-party tools is possible through a real-time dashboard. Zbizlink helps proposal teams finish proposals faster. It can be accessed via a smartphone, tablet, or computer. Intelligently simple RFP responses.

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.

Qwilr allows you to create stunning sales and marketing documents that will help you save time, and get more work. Qwilr has been trusted by thousands of businesses to beautify their communications. It is for forward-thinking, innovative teams. It's an interactive platform that is mobile-friendly that allows teams to rework sales and marketing collateral such as proposals, pitches and quotes into stunning web pages. Qwilr allows users to embed videos and maps, surveys, spreadsheets and other data into their documents.

Manage all your projects efficiently – in one place. EMDESK is a single, flexible project and financial management platform that unifies planning, controlling, execution, and collaboration in projects. It helps teams and stakeholders to work together, while maintaining maximum control and transparency. Hosted and developed in Germany, EMDESK guarantees the highest security standards.

Indy is an adaptive and all-in-one management software that allows freelancers to track everything, from payments to proposals. Indy makes time management and organization easy so users can focus on their work. This platform includes a collection of contract, proposal, and form templates that make it easier to get clients. Users can assign tasks to specific projects or to categories using the task tracking system. The time tracker tool allows users to log and categorize time spent on tasks as they work. This makes it easy to balance multiple projects or create invoices. Indy can generate detailed invoices for clients when it's time to pay. In return, clients have peace of mind knowing Indy uses top payment methods such as PayPal and Zelle. Indy is a versatile and reliable tool that can be used with other tools such as Profiles, Drive and Client Contacts.

CuViBox is a CV database that companies use to manage employees and applicants CVs, automating the process of finding right profiles for proposals or asignments, and generating the commercial documentation needed. Employees and applicants can upload their CVs themselves. Then the commercial team will be able to use advanced filters to locate CVs and export them to office with just a few clicks. New templates can be created directly using MS-Office. Other features included are: custom fields, CV tracking campaigns, statistics on knowledge and experience, projects and clients database, GDPR management,...

CRM Software for Small Businesses. Complete Customer Relationship Management, Helpdesk and Sales Tools. You are busy. You don't need another software program to keep you updated. SwiftCRM is a better alternative to traditional CRMs. SwiftCRM allows you to automate more and send emails, calls and postal mail directly through the application. You don't have to copy and paste. SwiftCRM is the most customizable sales dashboard in industry. This means that you and your team will feel at home with the language, statuses, labels, and deal flow that are compatible with your systems. Software should be compatible with humans, not vice versa.

InfoRouter is a scalable electronic documents management system (EDMS), that allows you to manage and monitor all aspects of the document lifecycle for small- to medium-sized businesses. infoRouter is a tool that allows users to capture, classify and search for company records and documents. It also makes it easy to share and archive them. The platform integrates seamlessly into MS Office tools and supports multi-language support. It also has a web services API.

With our flexible templates, you can create client quotes, sales propositions, product sheets, folders, and more. You can also upload your sales materials and mix them. In just a few steps, you can create your business profile. These settings will affect the sales documents. Bidrik will become your sales hub. It will store and create everything you send to customers. It will speed up the closing of deals. You can send sales proposals and quotes online directly to the customer. You can see when they were opened, how many pages were read, and how long. Set up automatic reminders. Bidrik is your digital assistant and automates the processing of orders for customers. You can see the progress you are making with a clear dashboard, real-time stats and a clear dashboard. Don't lose business. Get alerts when contracts and quotes are about to expire.

REQCHECKER™ brings simplicity back to your life. It is non-intrusive and keeps your documents and work processes safe. It allows you to track, control, and trace the relationship between your documents, specifications, bid responses and software specifications. Quality processes can also be tracked. REQCHECKER™, a cost-effective tool, gives you the benefits and ease of requirements engineering for your projects. Automated controls increase consistency and make it easier to read. Requirement traceability can be described as statuses, quantifiable partial cover, management rate, coverage rates, and many other things. Reqchecker™, which allows you to update your documents, will allow you to change the input documents. Automatic impact analysis checks the propagation of any requirement changes made using version management.

ProposalPad allows you to respond to new business opportunities more efficiently, with higher productivity, and with the consistent quality proposals and presentations that you want. ProposalPad is an online proposal system that's designed for small businesses. It makes it easy to create professional-quality proposals. This PDF proposal service makes it easy to create your own customized proposals. Simply upload your company information, logo, and services once and you can start creating proposals that will set you apart from the rest. The settings dashboard will show you exactly where you are. How many testimonials, references, and percentage of your proposals have been accepted? All of your contacts can be managed in one place. To save time, you can import contacts from other applications.

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.

DocuCollab is a robust and flexible software that allows you to monitor and manage contracts, proposals, and other official documents. Real-time collaboration with customers, vendors, and the team. Increase productivity of your team and reduce clerical errors Be careful with sensitive documents. DocuCollab makes it easier to protect your personal and official information. DocuCollab enables you to link your CRM, ERP and HRM software for an efficient integrated platform. DocuCollab makes analytics and reporting easier. The agile software makes it easy to negotiate terms and conditions. DocuCollab facilitates a smooth and effective negotiation channel by allowing you to track changes and make comments. DocuCollab allows you to create folders and assign security levels. DocuCollab makes it easy to organize all documents related to a contract/proposal. DocuCollab can be used by businesses of all sizes and industry verticals.

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.

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.

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.

SIGN.PLUS, a legally binding electronic signature solution, is designed to speed up workflows for all businesses, large and small, as well as individuals. SIGN.PLUS Features: Fill out, sign, then send PDF documents, contracts and leases, NDAs and agreements. eSignature is extremely easy to use and available on multiple platforms including mobile, web, and google workspace. You can monitor the progress of your signature requests live. Use these templates to send multiple documents to different recipients. A certificate of completion with a tamperproof audit report and details about the signers. Create a team and include your employees. Conformance with electronic signature regulations like ESIGN and eIDAS, ZertES and many more. Conforms to the strictest data regulations in the world, such as ISO 27001 and SOC2 Type 2. Data encryption at rest and in transit Data residency is required to meet all data compliance requirements.

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.

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.

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.

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.