Best Web-Based Proposal Management Software of 2025

All-in-one contract, proposal, and quoting software. Our online quoting software makes document automation easy. We enhance your CRM and offer everything you need to convert your leads into paying customers. There's no need to switch between word processors and CPQ tools. Quote Roller allows you to create sales documents, use dynamic quoting, receive electronic signatures, improve sales processes, and more. Your team's productivity will increase by 35% Quote Roller makes it easier for reps to close deals faster by eliminating duplicate work on sales quotes and replacing old PDF proposals. You can save at least an hour per document and several hours per sale. Automated manager reviews can help to streamline the approval process. Locked content meets accounting, legal, and marketing requirements. You can now count on consistent sales quotations and business proposals every time.

Capture2Proposal, the most trusted GovCon platform for sales intelligence, business development and capture lifecycle management is Capture2Proposal.

Flowcase (formerly CV Partner), empowers professional service firms to create tailored CVs, resumes, and case study with ease. This helps them win more bids faster. The new way of managing your CVs and Case Studies. Manage and customize your company's credentials to bids. Highlight the most relevant experience in each bid or proposal. Export CVs and Case Studies in Word, PowerPoint and pdf. Use advanced search to locate the right people for your proposal. Content can be easily tailored and highlighted for each proposal. CVs and case study layouts are always up-to-date. Customizable templates that eliminate copy and paste. Collaboration on proposals with other companies. Consistency and quality of proposals can be improved. Our core features and benefits. One single workflow. All stakeholders in the proposal management process can be managed by a single system. Master CVs. A master CV for every employee allows for a single data entry interface.

Ombud is a RevOps tool that's built on a foundation in sales engineering, response management and enterprise-level RevOps. We go beyond simple automation and knowledge management to offer context-aware intelligent assistance. This allows RevOps teams achieve significant efficiency gains, reduce costs, and exceed growth goals. Ombuddies are AI enabled, context-aware assistants that support different roles within Revenue Operations. They automate routine task and provide real-time guidance for specific roles, boosting productivity and cutting costs. The Response Management Ombuddy will be your AI assistant to help you with the heavy lifting involved in creating, reviewing and submitting proposals, responses and other documents.

Public tender responses are a complex process that requires you to be familiar with and follow certain steps. Gather and organize all elements that will be included in the bid package in the order specified in the tender instructions. All elements required for your bids: company presentation and CSR, safety, quality, standard waste management plan, etc. All administrative documents necessary for your bid. They all have a uniform appearance: DC1 and DC2 forms in France, certificates, official company registrations, etc. A publishing engine allows for optimized content layout. It makes it easier to personalise and fine-tune responses. It also allows for archiving and tracking of bids. Proposal Studio allows you to personalise and choose the text, images, and documents used in business proposals or bids. Even if the RFP instructions specify a specific format, it is easy to do this. Expert in proposal management with over 8,000 salespeople.

Catapult™, an all-in-one Request for Proposal Solution, streamlines procurement departments by automating repetitive workflows and automating. Catapult allows you to create and respond, score and evaluate responses, and negotiate contract terms. You can also collaborate with your team members on question structure and responses, as well as build and manage your content library to speed up RFP responses. Catapult's workflow automation has helped clients reduce the time it takes for them to respond by more than 90% and increase their output by 66% using the same headcount. These same results can be achieved by you too, while increasing your confidence in your questions' effectiveness and quality for any RFP engagements. This is a Catapult exclusive.

PSQuote bridges the gap between CPQ and services. You get a unified process for quoting professional services. You will spend more time delivering and less time quoting. Using spreadsheets to create estimates, rather than Salesforce? This disjointed system causes a gap between what was sold, and what is delivered. This leads to revenue leakage, also known as lost profits. It can also lead to difficulty tracking what you sell and what you deliver. We know how frustrating this can be and believe you deserve better. Automate and streamline the quoting process. Get accurate estimates and quotes. Automate the sales-to delivery handoff. Get a complete view of all service operations, from estimation to execution. You can get more detailed forecasting and inputs for demand planning. Your sales team can now quote services based on exactly what you deliver. PSQuote is the product of years of experience in building quoting tools that have been used by dozens of clients.

Designed for B2B companies who want to improve win rates, process more replies, and gain greater insight to enable better decisions, and a differentiated experience for customers. We're closing gaps in the sales process with 'Avnio Automation'. We have the solution for you, whether you want to deliver the perfect proposal with Avnio Response Cloud or maximize the value of your Salesforce data with Avnio Tables. Or, you'd like to receive answers on demand, wherever you are, with The Avnio assistant. Our solutions are built around machine learning, GPT and natural language processing. Avnio builds intelligence and accuracy with every action you take, giving you more time to focus on the things that really matter - your customers. Avnio is a remote company and has been since the beginning. Collaboration is therefore a core part of everything we do. All of our solutions are designed to work with the apps you love, such as Slack Teams & Salesforce Chatter.

Selling services can be difficult, but with 10-30% your company's revenue at stake, it's not an option to get it wrong. WorkRails can help SaaS companies reduce churn and increase adoption. Instead of creating silos, start building connections between your PS and sales teams. WorkRails reduces friction and aligns departments so that everyone can enjoy the sweet flavor of success. Proper scoping leads better customer engagement. WorkRails enables you to scope service engagements accurately and quickly for faster and more efficient planning - reducing downstream risk and creep. The days of manually entering data into complex spreadsheets to sell managed and professional services are over. Automation is the key to closing more deals than ever before.

It's more than just writing marketing copy or a pirate poem. Domain-aware generative AI securely uses your proprietary enterprise data in order to create unique and deeply technical content that is written in the voice of your company. Rohan, for example, creates contextually relevant content for proposals, grant applications, white papers and more, using historical data from your company. Create robust drafts based on your own data in hours or even days, giving you more time to focus on quality. Automatically generate detailed technical content to answer RFP questions. Instantly synthesize highly-technical information relevant to grant applications. Perform instantaneous deep diving of internal data in order to improve submissions.

Automate your RFI, RFP and tender response processes and create stunning, high-impact documents to win more business. Our cloud-based platform allows proposal teams to collaborate in real-time on multiple RFPs and RFIs. Smart features such as task assignments, comments and feedback, and approvals, keep your team in sync. They are now able to deliver high-quality documents in minutes. With automated formatting, layout templates, version control and layout templates, along with our content library, you can focus on the details, personalization and quality of your content. Deliver stunning, high-impact proposals that are on-brand and reflect the quality of your service. Templates and automated formats ensure that professional bids and proposals are perfectly aligned to your brand. Use our content library and intuitive step-bystep questionnaires to quickly create custom proposals.

XaitAI aims at increasing the quality and efficiency in the proposal process. Ideal for complex documents, proposals, and tenders where teams can make better informed decisions faster and avoid the "blank pages" delays. Analyze bids quickly, identify key decision points and delegate work. Save time by identifying relevant content suggestions quickly. Eliminate uncertainty and hesitation in the decision-making and writing processes. XaitAI can save a lot of time, especially for teams working on large, complex proposals, bids and tenders. Unlike a search, XaitAI understands your business data and makes suggestions based on its findings. XaitAI is a tool that we envision as a supplement and aid to the bid and proposal development process. XaitAI is able to identify patterns and trends by learning and understanding the data you provide and how you use it.

XaitWebProposal helps you create custom mini-websites, without the need for a web developer. Ideal for sales teams and proposal teams who want to save time, engage with buyers and keep the discussion flowing. Engagement provides insight into opportunities. XaitWebProposal is a fast and unique way to stand out in the crowd. XaitWebProposal automatically manages content and layout for professional documents that are on-brand. XaitWebProposal automates mini-sites based upon your content and layout, saving you time. Interaction accelerates sales cycles, XaitWebProposal keeps the conversation flowing with its interactive experience.

Outbooks Proposal Tool was designed to streamline the creation and management of proposals for accounting and bookkeeping companies. Outbooks Proposal tool simplifies the creation and management of professional proposals that reflect a brand's identity. The tool automates engagement letters to ensure compliance and consistency. Payment options are integrated to simplify transactions and make it easier for clients. Outbooks Proposal tool is notable for its value-based pricing. This ensures that clients get transparent and fair quotes. Outbooks Proposal tool allows accounting practices to improve their efficiency, improve the client experience, and maintain professionalism when communicating with clients.

Cognogent provides businesses with the knowledge, insights and expertise of a full proposal development team. AI-driven solutions streamline complex RFP processes. Our vision is to create an intelligent proposal ecosystem that uses AI to transform the landscape for intelligent commerce and enable seamless value delivery for all stakeholders. As technology advances, we are moving towards agent-to-agent communications, where AI tools create and respond to RFPs under human supervision. RFP development is a complex process that involves high costs and interdependencies. Sellers have a difficult time evaluating and responding to requests for proposals, which can lead to missed opportunities and poor bid/no-bid decision making. Buyers are often given responses that are biased towards the vendor, lack accurate solutions, and do not drive competition. This leads to higher costs and fewer choices.

Create a memory layer to dive deep into your data. Generative AI can help you draft new responses faster by custom-training it on the approved content library assets and your company's knowledge assets. Analyse documents and review them to understand the key criteria, and then support bid/no-bid decisions. Create summaries and outlines to gain new insights. From tender search to contract award, you will find all the elements necessary to create a successful, unified bidding organization. You can get a complete overview of your pipeline to plan, prioritize and manage resources. With unmatched coordination, control and consistency, you can improve bid outcomes. To manage risks proactively, you can get a complete overview of the bid status at any stage or phase. Bidhive can now communicate with over 60 platforms, so you can share information wherever you need it. Our team of integration experts can help you get everything set up using our custom API.

The hybrid workplace will remain, and companies that embrace it will find the greatest value. The Solution Engineering Tool (SET) is a software that enables your organization's acquisition teams to succeed by facilitating the essential activities in the business acquisition cycle. It is a powerful tool for your company's growth. SET helps business development executives, capture managers, and proposal executives to do the strategic thinking needed to win federal, State & Local, and commercial bids. SET is available in the cloud (i.e. on-demand) and on-premises, just in time for today's "future work". With SET you can answer the most important questions when submitting a bid. Government contracting companies can spend significant time and effort developing opportunities/capturing plans for strategic pursuits.

GovAIQ is a proposal management platform that uses AI to streamline the RFP/RFQ process for government contractors. It provides tools for writing comprehensive answers without extensive staffing. Analysts can quickly analyze and qualify RFPs/RFQs. Proposal agents can draft and manage multi-layered proposals. The platform allows for team collaboration with external consultants and partners, and does not use client data to train or share. GovAIQ offers market insights and trends, and its AI-driven logic engine configures agents autonomously to deliver dynamic and nuanced proposals. The platform was designed for teams to enable effective collaboration and integration expertise into efficient pipelines. It also allows unlimited team creation, member invitations and seamless project execution. GovAIQ is the beta version of G2X Labs and is provided without express warranties.

Hyphenate, an AI-powered platform, accelerates the creation and customization of sales proposals and statements. It analyzes past documents such as proposals, SOWs and marketing collateral to understand a company's capabilities and services. Subject matter experts and solution architects can input relevant sales information through emails, call transcriptions, and other material. Hyphenate generates tailored proposals that allow experts to edit and refine the content. This process reduces the amount of time, energy and resources required to produce high-quality proposals, allowing teams to respond quickly to client requests. The platform is designed to help solution-oriented teams in a variety of industries, such as IT services, law offices, management consulting, market-research companies, insurance brokerages, construction, high-tech professionals services, and financial service.

Proposal Manager allows you to manage all RFPs in any industry. This robust application can be integrated with your existing ERP system or MRP system to allow your sales team to access accurate product information on-demand. The application includes a user-maintained Product Configator. This configuration utility allows you to define all the features and options that you wish to offer and also establishes the price points for each option. You can easily add or remove options. This application also has the ability to manage customers and their contact information. This will allow you to quickly and efficiently create and deliver proposals. Proposal Manager is the perfect solution to automate the RFP process if your company is having difficulty creating and delivering accurate and complete proposals.

Our automated solution has revolutionized the way businesses create a request for proposals (RFP). Our automated solution breaks down RFPs in simple, easy to understand business requirements that can then be analyzed, graded and delivered in a simplified manner. We have eliminated the confusion, headaches, ambiguity, and guesswork that are inherent in traditional RFP processes. Our green alternative saves time, money and paper. A wizard-based process allows you to identify your unique requirements and create a GreenRFP. You can either create an RFP or contribute to one. This allows you to identify your SME's and solicit content or questions, or you can operate on your own. After you have completed your GreenRFP, it is possible to send it to your team for approval and alignment before it is sent out to potential vendors. Vendors who are able to participate in the RFP can collaborate with their team members and delegate their responses.

Your organization's ability to capture opportunities and manage them can be improved by consistently executing repeatable proposal processes all through the opportunity lifecycle. Octant does more than just help organizations collect data. It transforms it into useful information. Information that can inform, influence, and facilitate decision-making throughout the entire business development life cycle and beyond. Octant's Business Development Lifecycle (and Maturity Model) are tied to industry best practices. They are the key to Octant's ability achieve this. Octant uses a step-by, guided process to improve an organization's proposal and sales capabilities. The Octant Business Development Cycle addresses the fundamentals of planning, preparing, and finally positioning an organization for the best possible chance of a win.

ServiceNow: ServiceNow makes it easier to manage RFPflow and Source-to-Pay Enterprise applications. Modernize procurement operations with AI and Digital Workflow. These tools automate manual work, increase productivity and improve visibility. Intelligent Source-toPay Applications for ServiceNow customers ServiceNow allows you to digitize sourcing, contracting and procurement processes. This will allow you to have greater control over costs and compliance. Request for Proposal Management. Accelerate vendor qualification using milestone-based RFX to-Award workflows and collaborative vendor scoring. Aavenir's simple-to-use Request for Proposal Management solution (RFP), streamlines the sourcing process and accelerates supplier qualification for strategic engagements. Streamlining Sourcing Is Critical to Success 63% of CPOs feel pressured to move quickly and skip market intelligence reviews.