50 RFP Management Tools for Writing, Presenting and Closing Sales Proposals

 In All Things Productivity, Blog

For PR firms, marketers, ad agencies, sales teams, creatives, and almost any other business that sells anything, sales proposals and RFP responses are a way of life. They’re your bread and butter – the tool that gets projects approved and contracts signed.

DISCOVER HOW ONE OF THE WORLD’S LEADING AGENCIES USED DOCURATED TO INCREASE THEIR RFP RESPOSE WIN RATE

The problem? Traditional Request for Proposal (RFP) management and sales proposal tools are antiquated – usually, time-consuming documents laboriously typed in word processing software, individually emailed, and added to a personal calendar for future follow-up. Then, there are the matters of collaboration with coworkers to create those proposals, the challenge of standardizing brand visuals across documentation, redundant email exchanges, management of requested proposal changes, and the inevitable, innumerable other delays that bottleneck the sales process to seemingly interminable proportions.

(Click image to view infographic in its entirety)

GetTinderBox Infographic Screen Shot
Sources: http://gettinderbox.com/resources/infographics/how-proposal-management-software-is-boosting-business/

The solution, of course, is technology. Today’s RFP and sales proposal tools, many of which are cloud-based, online services, streamline and simplify the process. From collaboration to writing to delivery to management to follow-up to signing on the dotted line, there’s a tool that does it perfectly – perfectly organized, perfectly designed, perfectly simplified, and perfectly delivered.

The following 50 sales proposal and RFP management tools offer amazing versatility and function. Some are built for small businesses and others are designed for enterprise. They’re not ranked in any order, as their utility depends on your specific requirements. But if you’re in need of a better way to manage your RFPs, RFIs and sales proposals, one or more of these solutions is guaranteed to help.

1. Proposable

@proposable
Proposable

Painless proposal software – that’s Proposable’s promise. The tool’s proposal builder allows for anything from simple, one-page text proposals to multi-page, media-rich – think video product overviews, flash media, and more – proposals as comprehensive as you can imagine. Professional templates and custom branding put polish on your proposals, and real-time editing lets you immediately respond to client comments and edit your proposal accordingly.

Key Features:

  • In-proposal comments allow recipients to ask questions, request changes, and respond to your proposal
  • Proposal analytics notify you when a proposal is opened, how many viewers it received, how long it was viewed, and more
  • Instant proposal acceptance via e-signature
  • Integrates with complementary tools, like Highrise, Salesforce, FreshBooks, Batchbook and Capsule CRM

 

Cost:

  • Free Trial
  • Basic: $19/month
  • Pro: $29/month
  • Team: $79/month

 

2. Loopio

@loopioinc
Loopio Screen Shot (1)

If you have a yen for simple, beautiful design, hop on over to Loopio. The web-based RFP response software solution helps to automate your RFP response process and support you in building winning proposals. Simplicity is the core of the Loopio platform, yet the tool manages to add an intelligent automation engine, collaborative capabilities, cross-device accessibility, tight security, and even a touch of competitive fun.

Key Features:

  • Import questions and requirements from any Request for Proposal (RFP) or Request for Information (RFI) document
  • Populate your personal library with past RFP / RFI responses, which are searchable and importable to future proposals
  • Keep your library content fresh and clean with reviews
  • Invite team members to collaborate on proposal creation
  • Export your final proposal for client review
  • Feed newly developed content and updated RFP / RFI responses back into your library

Cost:

 

3. BidMagic

@BidMagic
BidMagic

BidMagic is different from many tools on this list in that it’s a software platform, available offline for your computer or touchscreen tablet. Once set up, the software makes it easy to create impressive proposals in minutes – no spreadsheets or Word documents required. Even better, BidMagic offers an integrated workflow solution, seamlessly connecting with accounting software, inventory, project management programs, service call scheduling, Gantt chart job tracking, mobile time clocks, and other aspects of your business.

Key Features:

  • Available for Windows 7 or Touchscreen for Windows 8
  • “Walkthru” mode uses the Windows 8 Pro touch interface, to create on-the-go proposals during client meetings and budget proposals
  • Instantly create new bids
  • Contact Manager makes it easy to manage leads, follow-up on opportunities, nurture connections, and remember call-backs

 

Cost:

  • Free Demo
  • Standard Single User Version: $1,299
  • Pro Version: $1,599
  • Enterprise Version: $2,199

 

4. Quotegine

@quotegine
Quotegine

Quotegine is all about creating dynamic, engaging and convincing sales proposals. Your custom-branded proposals feature professional layouts and eye-catching design, and allow for team collaboration. The great thing about Quotegine is that you only pay for the features you use, so whether you just want to create proposals or whether you need Salesforce integration and API access, the tool offers an affordable plan.

Key Features:

  • Real-time analytics give you instant insight into client behaviors
  • Add content blocks, line items, sections and more to your proposal library to save hours on future proposal generation
  • One-click approvals and e-signatures enable immediate client approval
  • Paid accounts have access to a dedicated Quotegine rep

 

Cost:

  • Free Trial
  • Individual: $14/month
  • Professional (2 users): $29/month
  • Team (5 users): $69/month
  • Enterprise (8 users): $99/month

 

5. RFP365

@RFP365
Screen Shot 2016-02-03 at 12.58.30 PM
Video link: https://youtu.be/v61ZdWH3nQQ

The first end-to-end RFP software on the market, RFP365 streamlines the RFP process for both Buyers and Vendors. For Vendors, that means #1 a powerful search engine that helps you find, edit, and reuse past proposals & responses in seconds. #2 Keeping your whole team on the same page with centralized, real-time collaboration. #3 Clean dashboards that visualize progress, showing who is working on what, and what needs to be done. In other words, the “process” managed, so you can focus on content.

Key Features:

  • Reuse past work: search, tweak, and recycle past responses to quickly repackage in current proposals.
  • Keep it fresh: set review dates and content “owners” to ensure each piece of knowledge is relevant and accurate.
  • Work together: your whole team works on single, central, proposal version so everyone can see who is doing what, and how much is done.
  • Privacy permissions: keep knowledge organized by partitioning across product lines, industries, and divisions. Set permissions for each user based on their needs.

 

Cost:

  • Free trial
  • Pricing upon request

 

6. Paperless Proposal

@paperlessinc
Paperless Proposal

Paperless Proposal is a cloud-based proposal system that helps you create, send, track, and close deals. The tool hinges on its quick and efficient backend, which makes it easy to create beautiful layouts and integrate CRM system information directly into your proposals. Even better, you can add multimedia to your proposals, creating impressive and memorable illustrations of your offerings and competitive advantages.

Key Features:

  • Generate proposals quickly via your custom library of current sales materials
  • Proposal analytics tracks views, total time spent viewing the proposal, which sections were viewed, and other metrics
  • Reinforce your brand via proposal templates, style guidelines, and central pricing tools, which are available to all sales reps
  • Integrates with your current CRM system, including SalesForce and NetSuite

 

Cost:

  • Free Demo
  • Contact for Pricing

 

7. TinderBox

@GetTinderBox
TinderBox

TinderBox is more than a sales proposal tool; it’s sales automation software designed to boost your productivity and success. It starts with automated generation of sales documents, including beautifully designed proposals, and follows-up with in-proposal commenting and negotiations, analytics tracking, notifications, electronic signatures, and integration with other sales tools you already have in place, like Box, Salesforce, Formstack, and other custom integrations.

Key Features:

  • Cloud-based content library grants secure access to a central repository of all your sales materials
  • All documentation is customized for your brand
  • Enable user roles, group permissions, and content locking
  • Analytics tracking grants insight into prospect behavior

 

Cost:

  • Free Demo
  • Contact for Pricing

 

8. ClientSky

@ClientSkyApp
ClientSky

ClientSky makes one, big promise: it’ll shorten your client sales cycle. The method: create gorgeous, branded sales proposals that present your offerings clearly, incorporating text, images and video to convince prospects. Analytics give you greater insight to what works (and what doesn’t), and ClientSky makes it easy to analyze your own performance with detailed metrics from individual sales team members.

Key Features:

  • Create beautiful proposals from ClientSky’s pro template designs
  • Collaborate with other team members on your proposals
  • Analyze client behavior and team metrics
  • Interact with clients within a proposal, and enable instant proposal acceptance

 

Cost:

  • Free Trial
  • $14.99/user/month

 

9. Conxport

@conxport
Conxport

Conxport differentiates itself as a solution for inbound requests, specifically unsolicited proposal requests. This is a full-service solution that helps you manage all your inbound leads, creating proposals, developing budgets, and tracking inventory accordingly. The no-fuss templates make proposal generation simple, and you can tailor and tweak the design and content to your heart’s content.

Key Features:

  • Double-digit ROI with payback in as little as two months
  • All accounts are assigned a dedicated client manager
  • Integrated budget and inventory tracking across categories and departments
  • Industry leader with clients like Hilton, Walmart, Southwest Airlines, and Under Armour

 

Cost:

  • Pricing Upon Request

 

10. Cosential

@Cosential
Cosential

Cosential is a comprehensive, cloud-based CRM and sales proposal platform tailored to the specific needs of architecture, engineering and construction firms. It promises user-friendly design, centralized data tracking, easy-to-use proposal generation, and seamless integration with software you already use. The platform also offers strategic analytics and insights into project performance, the sales lifecycle, client relationships, and more.

Key Features:

  • Create targeted, visual and accurate proposals via the Cosential Publisher
  • Centralize common data within the Publisher to have one-click access to proposal generation
  • Export proposals to Adobe InDesign and/or Microsoft Word
  • Integrates with Viewpiont, Ajera, CMiC, Sage, Deltek, EcoSign, the USPS, Onvia, IMS, and other software

 

Cost:

  • Free Demo
  • Pricing Upon Request

 

11. FPX

@FPX
FPX

FPX is a full-service business solution dedicated to helping your company do better, more efficient business. Their sales proposal generation tool enables your team to generate professional, well designed, and perfectly formatted proposals, every time. All materials are branded, and easily adaptable to any sales circumstances.

Key Features:

  • Professionally designed templates make it easy to generate sales proposals
  • Line-item format easily and clearly presents your offerings
  • Flexibility to design and format proposals however you choose, from integrating cover letters to adding product photos
  • Publish proposal to various formats, including PDF, MS Word, rich text, or HTML

 

Cost:

  • Pricing Upon Request

 

12. MeetingSphere

@MeetingSphere
MeetingSphere

MeetingSphere is another full-service business solution that offers RFP management and bid proposals. The tool specifically targets the inefficiencies in the RFP or bidding process, helping your company properly structure your bids and responses. Easily capture required information and collaborate across your employee base, and streamline the process by assigning one rep to the MeetingSphere Bid Manager.

Key Features:

  • Collaborate within your sales team via the Brainstorm manager
  • Use the Voting Tool to resolve issues within your team
  • Create professional proposals via MeetingSphere’s template library
  • Generate templates as Microsoft Word docs to send to your clients

 

Cost:

  • Free Demo
  • Monthly: $99
  • Annual: $990

 

13. Bidsketch

@bidsketch
Bidsketch

If you want to create better proposals in half the time, Bidsketch might be for you. The easy design dashboard lets you mix and match your [reusable] text, fees and design templates to create professional and persuasive proposals quickly. You can even up-sell add-on products. Send prospects to their custom landing page or email them a PDF – and then capture their electronic signatures to close the deal.

Key Features:

  • Professional templates and reusable elements (fees, terms, etc.) simplify proposal design
  • Client landing pages look very professional – and achieve an 18% higher approval rate than traditional proposals
  • Electronic signature capabilities seal the deal
  • Dashboard analytics display when a client has viewed your proposal, and how long s/he spent on it

 

Cost:

  • Free Trial
  • Starter: $19/month
  • Freelancer: $29/month
  • Studio (up to 3 users): $79/month
  • Agency (up to 8 users): $149/month

 

14. GlobalKAP

@global_kap
GlobalKAP

The goal of GlobalKap is to make life easy, creating simple business solutions that lead to positive outcomes. This includes sales force automation and bid proposal generation via the tool’s easy-to-use online software. The power of GlobalKap’s sales proposals is in timely, accurate and branded templates that deliver exactly what your clients request, quickly and simply.

Key Features:

  • Easily create branded, professional looking business and sales proposals
  • Align KPI’s for your sales force or organization as a whole
  • Integrate product materials, contracts, pricing information and other pertinent information into your proposals
  • Deliver flexible, responsive proposals that display properly on a desktop, laptop, tablet or mobile

 

Cost:

  • Free Demo
  • Contact for Pricing

 

15. nusii

@nusiiapp
nusii

Nusii’s sales proposal software was developed specifically for designers and creative studios, which means this is one tool emphasizes seriously beautiful proposal generation. Stop sacrificing billable hours to labor over your proposals, and use nusii’s templates and tips. It’s designed to be simple, so you can get in, get out, and get back to your real work.

Key Features:

  • Free email tutorial will teach you to write better, more convincing proposals
  • Nusii’s proposal feedback service will review your first proposal, checking for improvements and recommending ways to boost closure rates
  • Email support whenever you need it
  • Dashboard gives an overview of proposal drafts, pending proposals, and approved/rejected proposals

 

Cost:

  • Free Trial
  • Freelance Plan (1 user/20 clients): $25/month
  • Studio Plan (2 users/50 clients): $49/month
  • Agency Plan (5 users/200 clients): $129/month

 

16. Octant

@octantsoftware
Octant

Octant’s Proposal Management Software promises integrated, centralized access to capture prospects and generate beautifully designed templates. The easy-to-use software streamlines the sales funnel, making it easy to create winning proposals that are fully branded, easily tracked, and simply managed from within your dashboard. The software integrates well with, and amplifies the power of Microsoft SharePoint for Proposal Management.

Key Features:

  • Choose from a central repository of proposal templates and content blocks
  • Simultaneously review documents with collaborators
  • Use high-speed, full text search within your proposals
  • Easy integration with Octant’s other business solutions, including Capture Management Software, Task Order Management, and Opportunity Lifecycle Management

 

Cost:

  • Pricing Upon Request

 

17. Cameleon

@CameleonSW
Cameleon

If you’re looking for one solution that gets you from quote to contract, Cameleon is it. With just a few clicks of the mouse, you can create feature-rich, multimedia proposals that meet any sales context – and are completely customized to your prospects’ needs and preferences. Your proposals are branded and include detailed, in-line items, incorporating all your pre-defined content. Add promotional items, cross-sell opportunities and up-sells to generate even higher profits.

Key Features:

  • Cameleontouch CPQ lets you take your proposals on the road, generating documents from your tablet
  • Add external content and sales materials to your proposals
  • Generate proposals and MS Word documents or PDFs
  • Customize options to your prospects’ specific needs

 

Cost:

  • Contact for Pricing

 

18. salesElement

@salesElement
salesElement

SalesElement was created for anyone who has ever waded through the drudgery of creating, writing, formatting, editing, and sending a sales proposal. The web-based software makes it easy to create stunning proposals (exported as PDFs) that take 65-80% less time to create than traditional proposals. Bonus: CRM integration means your proposals reach their full potential with the help of software you already use.

Key Features:

  • Web-based software you can access from any Internet connection
  • Professional graphic design ensures visually stunning proposals
  • Branded with your logos, client logos, and other media of your choosing
  • Seamlessly integrates with NetSuite, MS Dynamics, Sage Saleslogix, Salesforce, and Oracle

 

Cost:

  • Free Demo
  • Pricing Upon Request

 

19. Contract Insight Enterprise

@CobbleStoneCM
Contract Insight Enterprise

Contract Insight is contract management software that offers scalable architecture for any size and type of organization. The Enterprise-level service is a hosted, SaaS and web-based service that makes it easy to track the sales lifecycle, send proposals, nurture leads, and covert prospects into clients. It will even help you draft a contract after your client has accepted a proposal.

Key Features:

  • Full lifecycle management of proposals and contracts
  • Calendar management for all your contacts and work tasks
  • Unlimited user-defined fields, to fully customize the system to your business model
  • System takes you from proposal to approval to contract to project tracking

 

Cost:

  • Free Demo
  • Pricing Upon Request

 

20. Software Proposal Portal

@SoftProposal
Software Proposal Portal

As its name suggests, this is proposal creation for IT professionals and software developers – and it’s really comprehensive. Not only for proposal automation, the Software Proposal Portal actually helps you formulate your proposal by calculating man-hours and project budgets to build intelligent, well-designed project bids. It bundles CRM software to automate sales activity, track negotiations, store contact details, and more.

Key Features:

  • Analyze technical requirements, system architecture, estimated scope, man-hours and more before creating your proposal
  • Integrate hourly rates, payment terms, budget calculations and your portfolio into your proposal
  • Download proposals in .doc or as PDFs
  • Includes CRM functionality to power positive client relationships

 

Cost:

  • Free Trial
  • Individual Basic: Free
  • Individual Standard: $5/month
  • Individual Advanced: $10/month
  • Small Business: $25/month
  • Large Business: $50/month

 

21. NiftyQuoter

@NiftyQuoter
Nifty Quoter

Easily halve the proposal-generation process – and create professional, beautiful proposals in the process. NiftyQuoter improves the form and function of your sales proposals, and makes follow-up a snap with easy approval, in-proposal discussion, and electronic signatures. Interchangeable text blocks, editable quantities, CSV import/export, and other extras make the process even easier.

Key Features:

  • Choose from a library of professionally designed, responsible proposal themes and templates
  • Send proposals directly from within NiftyQuoter
  • View client analytics, like when a proposal was opened and whether your client downloaded the PDF version
  • Your proposals are safe with 256-bit SSL (HTTPS) security

 

Cost:

  • Free Trial
  • Freelancer: $19/month
  • Team (2 users): $39/month
  • Business (5 users): $89/month

 

22. SalesEdge Concurrence

SalesEdge

Concurrence offers an easy and innovative solution to assembling RFP responses, sales materials, and proposals. Create dynamic, digital proposals that collate media-rich content from any source, including documents, spreadsheets, presentations, multimedia, and images. With one click, your proposal is ready to deliver electronically. Note that this is desktop software, not a web-based solution.

Key Features:

  • Desktop software has a minimal footprint and does not require a 24/7 Internet connection
  • Easily import media from any source into your proposals
  • Implement team reviews throughout RFP management or proposal generation
  • Use the simple editor to compile information and create professional proposals

 

Cost:

  • Free Demo
  • Contact for Pricing

 

23. QuoteRobot

@quoterobot
QuoteRobot

QuoteRobot makes it easy to create effective – and aesthetically pleasing – sales proposals, contracts and invoices. Handcrafted proposal designs, created by the tool’s founders – professional web designers, both of them – go the extra mile to make your proposals look streamlined and professional. Behind the scenes, the QuoteRobot system makes things easy on you with saved quotes, invoices and text, including pre-written proposals to inspire your own.

Key Features:

  • Instant, one-click proposal acceptance
  • Enable automated PDF proposal downloads
  • Generate project timelines, payment terms, and other info for your clients
  • Easily integrates with FreshBooks, Harvest, Stripe and other tools

 

Cost:

  • Free Trial
  • Unlimited Use: $19/month

 

24. Mimiran

@mimiran
Mimiran

This cloud-based tool utilizes simple, compelling templates and content blocks to create visually appealing, professional proposals quickly and easily. Prospective clients can leave comments within your proposal and instantly approve your services. Even better, Mimiran notifies you when a prospect opens your proposal, so you can call at exactly the right time.

Key Features:

  • Quickly create fast, consistent proposals
  • Automatically important contact information to eliminate errors
  • Accept e-signatures via mouse, finger or stylus
  • Integrates with CRM solutions, including Salesforce, Highrise, Oracle Fusion and custom applications

 

Cost:

  • Free Demo
  • Simple: $19/month per user
  • Pro: $49/month per user
  • Enterprise: By request

 

25. Base

@getbase
Base

Base’s sales proposal software accompanies you through the entire sales cycle, making it easy to create proposals, manage your contacts and client relationships, collaborate on projects, and improve your customer retention rates. The browser-based software is very helpful at keeping all your proposals organized in one, central dashboard, and lets you enhance performance by running reports, setting reminders, managing clients, and tracking your sales over time.

Key Features:

  • At-a-glance view of current statuses and opportunities throughout the sales pipeline
  • Fully customizable lead tracking, to help you close more deals
  • Run comprehensive analytics to track your conversions, sales goals, performance and more
  • Available as browser-based software or fully-feature mobile apps

 

Cost:

  • Free Trial
  • Starter: $15 per seat/month
  • Professional: $45 per seat/month
  • Enterprise: $125 per seat/month

 

26. SalesProposals.com

SalesProposals.com

If you’re looking for a simple and straightforward proposal solution, the Sales Document Builder (SDB) is a viable possibility. This web-based proposal generation software automates the process of producing your proposal, ultimately sending your prospects to a secure, branded and impressive website to view the final product. The process is fast and simple, but completely customized to your brand and prospect information.

Key Features:

  • Proposals are sent as professionally designed websites
  • Custom input fields prompt you to add customizable information
  • Generate proposals as Microsoft Word 2003, 2007, or 2010 Document, or in PDF format
  • Absolutely no programming required

 

Cost:

  • Free Demo
  • Pricing Upon Request

 

27. EasyPQQ

@Propeller_UK
easypqq-new-pic

The goal of EasyPQQ is to make RFP management and the bid submission process simple, fast and headache-free. The auto–complete function in the easy-to-use software saves up to 80% on your proposal generation time, and builds better, more beautiful proposals in the process. You can manage your bids simply and effectively, allow multiple users to collaborate, see real-time proposal status, and even send prospects to a customized point-of-entry webpage.

Key Features:

  • Automatically populate proposals with standard information and content blocks
  • Download your bids as MS Word documents or PDFs
  • Assign questions or tasks to specific team members
  • Integrate your company’s branding into all your proposals

 

Cost:

  • Free Demo
  • Contact for Pricing

 

28. i3solutions

@i3solutions
i3solutions

I3Solutions’s Proposal Management System™ (formerly the Proposal Generator™) is a very simple, very easy-to-use cloud-based team website that allows all involved users to collaborate on the proposal-generation process. The software is fully featured, letting you import content blocks to reuse successful sections from past proposals, introduce media from your library, assign tasks to certain team members, and auto-assemble your final proposal.

Key Features:

  • Search for and retrieve content from past successful proposals
  • Publish entire proposals or specific sections from winning proposals
  • Publish, search, preview, and import proposal content from within proposal creation
  • Integrate other i3solutions software, like SharePoint and Office 365, for a full suite of cloud solutions

 

Cost:

  • Contact for Pricing

 

29. Sofon Guided Selling

@sofonsoftware
Sofon Guided Selling

If speed, accuracy and professional presentation could make the difference between an approved proposal and a missed opportunity, Sofon Guided Selling is worth a look. The software seriously streamlines the proposal process, helping you crank out professional and customized bids in less than five minutes. The software is highly adaptable, making it a good solution in today’s ever-changing business landscape.

Key Features:

  • Free whitepaper spills the secrets (and gives concrete examples) of winning proposals
  • Whittle your proposal generation time to under 5 minutes
  • Increase your closure rates by delivering timely, comprehensive proposals
  • Utilized by big names like Ricoh, Philips, Atag, Stork and KPN

 

Cost:

  • Pricing Upon Request

 

30. Proposal Kit

@ProposalKit
Proposal Kit

If you prefer desktop solutions to cloud-based service, Proposal Kit’s offering could be a good fit. Simple software helps you write proposals and contracts for any business situation, pulling inspiration and design from the built-in library of 10,000 pages. Additionally, the software offers up 1,200 cover page designs. In short, you can create impressive proposals with just a few clicks of your mouse, a load of your database, and an easy export.

Key Features:

  • One-time licensing fee (no monthly fees)
  • Pull inspiration from the extensive library of full project proposals
  • Go from proposal to contract, thanks to Proposal Kid Pro’s library of hundreds of detailed legal contracts
  • Available for Windows, Mac and Linux

 

Cost:

  • Proposal Kit Professional: $197
  • Proposal Kit Professional-Enterprise Edition: $699

 

31. Proposal Software

Proposal Software

Proposal Software offers a full suite of proposal and sales management tools, from Request for Proposal (RFP) response to Pitchbook Presentation and Sales Proposal management. One of the software’s greatest benefits is that it’s extremely easy to use: there’s no experience required but if you hit a snag, the website and blog are rich with tutorial, tips and other information to power incredible, visually rich proposals that achieve success. Fully integrates with Salesforce.

Key Features:

  • Web-based – no desktop software or download required
  • Bespoke solutions tailored to your company’s specific uses and requirements
  • Pitch books create beautiful, media-rich customer presentations to close the sale
  • RFP responses and sales proposals can be completely customized or collate information from content overlap – your choice

 

Cost:

  • Contact for Pricing

 

32. Proposal Pad

ProposalPad

If you love PDF-formatted proposals, you’ll love Proposal Pad. The online tool stores all your data online, making it easy to import contact information, content blocks, logos and other details into your proposal templates. An in-proposal setup checklist notifies you of missing proposal elements, like testimonials, terms & conditions, portfolio items, and more. The final proposal, available as a PDF, is both lovely and comprehensive.

Key Features:

  • Access your dashboard for an overview of accepted proposals, testimonials, and references
  • Import your contact list and manage prospects from within Proposal Pad
  • Configure your settings for easy content import into future proposals
  • Client signatures are embedded into your approved PDF proposal

 

Cost:

  • Free Trial
  • Basic: Free
  • Pro: $18/month
  • Corporate: Upon Request

 

33. Nibaal

@NibaalPlatform
Nibaal

Nibaal is a beautiful, focused solution for creating custom proposals for all your clients and RFP requests. The web-based software makes online collaboration with teammates easy, enables in-proposal customer feedback, synchronizes between your desktop and online proposals, and shares information with MS Word, if you desire. Nibaal analytics track client insights, helping prevent rejected proposals and giving you important information to make future proposals stronger.

Key Features:

  • Create, edit, deliver and manage your proposals online
  • Keep track of client interactions, including prospect comments within a proposal
  • MS Word plugin makes proposal generation even easier
  • Integrated with Salesforce, Microsft Dynamics, SugarCRM, Basecamp, and Highrise

 

Cost:

  • Free Demo
  • Contact for Pricing

 

34. eIntelli

@eIntelli
eIntelli

The eIntelli promise is very appealing: spend less time writing and more time closing your sales. This online solution blends a simple interface, web-based dashboard, proposal boilerplates, and drag-and-drop information to help you create great looking and awesomely interactive proposals for your prospects. Export to custom website, PDF or Word document, manage responses, and check out proposal analytics to boost closure rates and future proposal success.

Key Features:

  • Receive free proposal writing tips with your account
  • Drag-and-drop content blocks and other information from reusable snippets
  • Enable client feedback, comments and in-proposal response
  • Bigwig users include FujiFilm, Securitas, Brew City Marketing, AppsTech and more

 

Cost:

  • Currently in beta, accepting early adopters for free accounts

 

35. Quote Roller

@quoteroller
Quote Roller

Billed as a tool to create polished proposals in minutes, Quote Roller saves you time with professional templates and an easy-to-use interface. Users save up to four hours per proposal and, even better, sales teams report an average 28% increase in close rates. Plus, Quote Roller’s in-proposal analytics give you insight into your prospects’ behavior, for example sections viewed and length of time spent reviewing your proposal.

Key Features:

  • Choose from the library of beautifully designed proposal templates
  • WYSIWYG Editor helps create professional proposals quickly
  • Receive instant notification when a prospect views your proposal
  • In-proposal analytics reveal your prospects’ behavior
  • Login dashboard gives at-a-glance insights into your performance

 

Cost:

  • Free Trial
  • Professional: $14.99/month per user
  • Enterprise: $24.99/month per user
  • Team (up to 10 users): $149/month

 

36. iQuotexpress

@iQuoteXpress
iQuotexpress

IQuoteexpress is summed up in three words: track, quote, close. It really can be that simple, when you utilize proposal software that reduces your time investment up to 75%, manages your contacts, and helps you close the sale. The system tracks and manages your prospects and sales opportunities, and gives you the competitive advantage by generating fast, professional proposals. And to make life even easier, the software integrates with Salesforce, Oracle and Microsoft Dynamics CRM systems.

Key Features:

  • Choose from custom-designed proposal templates
  • E-Catalog includes products, photos, research documents, sales materials and marketing support to quickly add to any proposal
  • Proposal automation standardizes your company’s proposals across sales reps
  • Run reports to track new accounts, sales activity, sales forecasts and other metrics

 

Cost:

  • Free Demo
  • Contact for Pricing

 

37. Oracle CPQ Cloud (formerly BigMachines)

@oracle
Oracle CPQ Cloud

If you’re an Oracle user, you’ll love the new Oracle CPQ Cloud, formerly the BigMachines Quote Generator. This easy-to-use software helps you develop professional proposals in minutes, making it easier to sell faster, more often, and with greater accuracy. The solution is responsive and intuitive, and will simplify your prospecting, proposing and RFP management.

Key Features:

  • Automatically apply standard rules, e.g. for pricing and discounts
  • Deliver a professionally designed and branded quote in a few minutes
  • Include add-ons and up-sells to boost your bottom line
  • Create content libraries to make future proposals even easier to generate

 

Cost:

  • Contact for Pricing

 

38. Quosal

@QuosalQuote
Quosal

Whether you prefer simple or full-service, Quosal is determined to be your solution. Their core service is Quosal Create, a simple but excellent sales proposal generator that makes it easy to create professional, stunning bids. The software’s templates are strong and the input is even stronger, so you can build custom proposals in just a few clicks. Quosal Create integrates perfectly with other Quosal solutions, including Quosal Sell for sales team workflow management.

Key Features:

  • Quosal templates are professionally designed
  • Integrate, manage and edit workflow between Quosal solutions
  • eSignature and ePayment makes it simple for clients to approve your proposal and pay for services
  • Integrates with Autotask, ConnectWise, Microsoft Dynamics, NetSuite, Quickbooks and Salesforce

 

Cost:

  • Free Demo
  • Contact for Pricing

 

39. PLUS23

@plustwentythree
Plus23

If you have 15 minutes, you can create a stunning project proposal with PLUS23. Built for small business owners and small sales teams, this software enables team sharing, online discussions, and collaboration. On the client side, it creates impressive proposals enabled with e-Signature approval, so you can get started almost as quickly as you generated your proposal.

Key Features:

  • Improve your response time, generating proposals as quickly as your clients request
  • Store proposal information all in one place
  • Invite your prospects to e-sign their approval online, from within the proposal
  • Built with freelancers, web developers, B2B companies and other small businesses in mind

 

Cost:

  • Currently in Beta (Launching June 2014)

 

40. QuoteWerks

@QuoteWerks
QuoteWerks

One of the leading sales generation and proposal solutions on the market today, QuoteWerks is specialized software created for the sole purpose of creating sales bids and proposals. The software lets you know when your proposals are viewed and accepted, and even lets prospects e-sign the approval and kickstart the project through online payments.

Key Features:

  • Pull in contact information, text blocks, and other shared details to easily and quickly create professionally designed proposals
  • Prospects can view, sign and pay online
  • Easily import product information, like Excel spreadsheets, product databases, and text files
  • Works with your existing CRM software, including ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM

 

Cost:

  • Free Trial
  • Standard Edition: $140-$199 per user
  • Professional Edition: $149-$249 per user
  • Corporate Edition: $259-$349 per user

 

41. RFPMonkey

RFPMonkey

Built specifically as a Request for Proposal management system, RFPMonkey is an RFP automation system that enables you to send faster, better RFP and RFIs. The end goal is to provide a simpler and more streamlined way to reuse, collaborate, categorize and search your knowledge base, so you can create stronger proposals and close more sales. And save time, of course!

Key Features:

  • Consolidate your sales materials and information into a centralized and searchable database
  • Eliminate inefficiencies in your RFP responses and sales proposals
  • Improve your company’s ability to work concurrent pipeline opportunities
  • Give multiple users access to the system

 

Cost:

  • Free Live Demo (pre-scheduled)
  • Account Setup: $250
  • Silver Edition: $405 quarterly
  • Gold Edition: $870 quarterly
  • Platinum Edition: $1,884 quarterly
  • Enterprise Edition: $3,732 quarterly

 

42. Evenflow

@evenflowpro
Evenflow

Evenflow was designed as an easy-to-use, revolutionary solution to create effective, accurate sales proposals. Proposal generation takes just minutes, and is ultra simple with the help of the comprehensive dashboard, which guides you through the entire process. Throw in flexible pricing options, line items, upsells and other features, and you have a truly simple but robust proposal solution.

Key Features:

  • A simple interface and pro templates mean proposals take just minutes to create
  • Flexible pricing enables discounts, coupons, sales tax, and other features
  • Personalize fill-in data to make proposals 100% your own
  • Deliver categorized proposals that highlight deliverables, terms & conditions, exemptions, add-ons, and other essential aspects of the job

Cost:

  • Starter: $19.95/month
  • Professional: $49.95/month
  • Premium: $99.95/month

 

43. InnovaRFP

@DataLanCorp
InnovaRFP

For organizations that have trouble controlling, tracking or managing the RFP response process, InnovaRFP offers solutions. Simple software ensures you always generate proper and comprehensive responses, include the correct participants in each step of the process, and improve your closure rate when responding to RFPs. Integrates with MS Word and SharePoint to create a flexible and agile RFP management solution.

Key Features:

  • Easily adapts to your existing internal RFQ, RFP, RFI and proposal response processes
  • Enables milestone-based tasks and processes
  • Offers best practice templates based on response type
  • Allows for collaboration with various team members, as well as email integration

 

Cost:

  • Pricing Upon Request

 

44. PandaDoc

@pandadoc
PandaDoc

If you’re in the market for a simple solution to bid proposals, have a look at PandaDoc. This easy app helps you create, send and sign documents, effectively ushering you from proposal to signed contract. It’s effortless, paperless and (best of all?) free for up to three docs a month. Enterprise editions are available for power users, and throw in serious extras like document analytics and workflow management.

Key Features:

  • Upload documents (PDF, .doc, .docx, .rtf and other formats), add fill-in-the-blank fields for clients, and send
  • Connect your account with Google Drive and/or DropBox
  • Web-based with mobile apps
  • Easy analytics tells you when a document is opened, signed, how long a prospect spent reviewing, and other important insights

 

Cost:

  • Free Edition: Free
  • Enterprise Edition: Free Demo; Pricing Upon Request

 

45. NM Quote

@nmquote
NM Quote

Web-based and easy to use, NM Quote is all about creating bespoke, branded proposals and quotes in the shortest time possible. Collaborative capabilities get the whole team involved, letting everyone edit, amend, add, and contribute to the final bid. Templates are completely customizable and editable, so you can brand your proposals not only with logos, but also with color schemes, taglines and other company elements.

Key Features:

  • Comprehensive software can generate quotes for even the most complex situations and bids
  • Simplify your processes – and save time
  • Send, track and compile analytics on all your proposals
  • Customize the built-in templates to perfectly match your company’s style

 

Cost:

  • Free Trial
  • Freelancer: $9/month
  • Small Business: $25/month
  • Corporate: $49/month

 

46. Axiom Sales Manager

Axiom Sales Manager

The web-based Axiom (by Raeko) offers a B2B solution for sales management. As a turnkey tool, you’ll be up and running in just a few hours – and your sales team will be ready to create professional quotes, deliver bids, and generate proposals. As a full-service sales suite, Axiom provides CRM functionality, including reporting, time sensitive alerts, and sales pipeline management.

Key Features:

  • Track prospects and clients from the alert dashboard, activity log, and pipeline value
  • Ensure accurate pricing, every time
  • Import pricing, customer, and product information to create customizable proposals
  • Out-of-the-box reports make reporting easy on proposals, orders, quotes and other metrics

 

Cost:

  • Contact for Pricing

 

47. ProposalSmartz

@Proposalsmartz
ProposalSmartz

The last of our recommended desktop solutions, ProposalSmartz offers an easy, offline method of generating cover letters, sales proposals, contracts and, finally, invoices for your services or products. The software bundles many proposal, contract and invoice templates, all of which are easily edited for personalization and branding. The promise: you can handle almost any sales documentation you need with this one, simple program.

Key Features:

  • Publish business letters, proposals, contracts and invoices in MS Word, PDF or HTML format
  • Create proposals with the software’s characteristic (and simple) 1-2-3 step solution
  • Create proposals from dozens of built-in templates, which are fully customizable to your needs
  • Pull inspiration from a database of sample letters, proposals and contracts

 

Cost:

  • Free Trial
  • $49.95 (one-time fee)

 

48. Proposal ID

Proposal ID

Proposal ID is good for one thing: intelligently designed proposals. This automation system helps you create better, more successful proposals that win bids. User-friendly features make setup and usage easy: external content conversion simplifies copy + paste activities; templates make document generation consistent across brands and doc types; and Proposal ID allows multiple users to create consistent, brand-compliant proposals and RFP responses.

Key Features:

  • Automate document generation across your company brands
  • Generate professional, brand-consistent documents, including sales proposals
  • Customize and categorize your templates
  • Keep elements and brands separate to support multiple company divisions

 

Cost:

  • Free Trial
  • Startup: $10 per six months
  • Small to Medium Business: $30 per user per month + $2,500 setup costs
  • Enterprise Business: $3,000 yearly (10 users) + $2,500 setup costs

 

49. Privia

Privia

Privia’s browser-based proposal management software can help you prepare winning proposals. Dispersed teams can connect and collaborate over Privia’s browser-based solution. This proposal management solution can simplify even the most complex RFPs with interfaces to share, control and report on all your documents.

Key Features:

  • Track proposal from launch of opportunity
  • Access archived winning proposals
  • Schedule dates and assign tasks with ease
  • Automated workflow

 

Cost:

  • Small Business: $29/month per user
  • Privia Enterprise: Contact for a quote

 

50. Quootz

quootz

With Merkato from Quootz all documents are generated with the press of a button allowing users to create proposal with efficiency. Customizable templates also help to speed up the proposal process.

Key Features:

  • Generate documents with ease
  • Include documents, graphs, and images in your proposals
  • Document versioning
  • Visual user interface

 

Cost:

  • Contact for Pricing

 

By

Further Reading from the Docurated Blog:

Recent Posts

Leave a Comment

Start typing and press Enter to search