Researched and Edited by Rajat Gupta
Last updated: · How we review
Editor's Summary · Proposal Software
PandaDoc at SpotScore 9.8 with over 3,000 reviews covers proposals, contracts, and e-signatures in one workflow, making it the broadest option for revenue teams that want a single tool from first draft to signed document. Proposify at 4.5/5 and 1,997 reviews is the choice for sales teams that need proposal templates with embedded video, interactive pricing tables, and manager approval routing before anything goes to a client. Practice Ignition at 4.8/5 across 134 reviews is built specifically for accounting and professional services firms that want proposals tied directly to billing setup and recurring retainer schedules.
Proposal software lets sales and services teams create, send, track, and get signatures on client proposals without emailing PDFs back and forth through long revision threads. Account executives, consultants, and agency owners use it to shorten the time between quote and signed contract.
Quick picks for Proposal Software
- Best overall — PandaDoc
- Best for professional services and accountants — Practice Ignition
- Best for sales teams with complex pricing — Proposify
- Best free option — PandaDoc
Who gets the most from Proposal Software
- 1Sales managers overseeing proposal creation and contract workflows
- 2Business development teams needing customizable and trackable client proposals
- 3Finance teams in professional services integrating proposals with invoicing systems
How to choose Proposal Software
If you need strong integration with accounting software, filter by options supporting accounting integrations like Practice Ignition. For visually appealing and branded proposals, sort by design customization features and filter by user ratings. When managing secure, document-intensive workflows, filter by security features and granular access controls.
Showing 41-56 out of 56
7.1
SpotScore

Proposa
Streamline your sales approach, leave the rest to us.
Best for: SMB teams · Mid-market · Enterprise
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What is Proposa?
Proposa is a proposal creation tool that replaces static slide decks with interactive, formatted presentations sent directly to prospects. It provides real-time notifications when a prospect opens a proposal and tracks how much time they spend on each section, giving sales teams visibility into ...
Read more about Proposa7.1
SpotScore

ProposalPad
Streamline sales proposals and close more deals.
Best for: SMB teams · Mid-market · Enterprise
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What is ProposalPad?
ProposalPad Proposal Software is a source of information and a one-stop-shop for all the needs. It contains helpful information and resources that can save time, and keep user organized throughout the sales cycle. With ProposalPad Proposal Software, proposals will be constructed with a unique ...
Read more about ProposalPadProposalPad offers custom pricing plan
7.0
SpotScore

Clientsby
Elevate your proposals and close more deals effortlessly.
Best for: SMB teams · Mid-market · Enterprise
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What is Clientsby?
Introducing Clientsby, the innovative solution designed to help you enhance your win rate with interactive proposals and quotes. Say goodbye to traditional approaches and hello to a fresh perspective on client engagement. Are you tired of wondering why your potential buyers lose interest in ...
Read more about Clientsby
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7.0
SpotScore

Clientary
Streamline your client operations for maximum efficiency.
Best for: SMB teams · Mid-market · Enterprise
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What is Clientary?
Clientary is ideal for businesses that are looking to streamline their client operations, ensuring efficient project management, financial tracking, and client relations. It offers a secure, cloud-based platform that is both fast and easy to use, helping to keep your business organized, on ...
Read more about ClientaryStarts from $19/Month, also offers free forever plan
7.0
SpotScore

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What is Propoze?
Propoze is a super-intuitive proposal software designed to help sales professionals create, draft, and manage their proposals more efficiently. It's perfect for anyone who needs to send out high-quality proposals in a timely manner, from sales teams who want to maximize revenue on each ...
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Watch Demo
What is GoProposal by Sage?
GoProposal is a cloud-based proposal management software tailored for accounting firms and professionals. It enables users to create consistent, transparent, and professional proposals with ease. The platform offers customizable pricing structures, ensuring fair and accurate service fees for ...
Read more about GoProposal by Sage
Bloks
Unlock meaningful connections with intuitive relationship-building AI.
Best for: SMB teams · Mid-market · Enterprise
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What is Bloks?
Bloks is an AI meeting assistant that automatically transcribes and summarizes conversations so users can focus on discussions rather than note-taking. It analyzes meeting context to generate personalized briefs that help relationship managers and sales professionals prepare for and follow up ...
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Penna.app
Unlock your writing potential with Penna.app - AI-powered proposal creation.
Best for: SMB teams · Mid-market · Enterprise
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What is Penna.app?
Unleash your writing potential with Penna.app, a cutting-edge software tool that revolutionizes the proposal creation process. By harnessing the power of AI technology, Penna.app streamlines and elevates the art of crafting compelling proposals. This innovative tool goes beyond mere automation, ...
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uman.ai
Empower your team with smarter knowledge management.
Best for: SMB teams · Mid-market · Enterprise
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What is uman.ai?
Uman.ai is an intuitive AI-powered software designed to enhance knowledge management for businesses. This cutting-edge platform collects and organizes valuable information from employees, seamlessly integrating it into the company's internal knowledge base. By creating real-time competency ...
Read more about uman.aiStarts from $49

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What is RFPflow?
RFPflow is an efficient Proposal Management Solution that unlocks the full potential of the sourcing cycle. With the help of Aavenir's pre-defined, easily adjustable and customizable RFP, RFQ, and RFI templates, you can quickly build enterprise-specific sourcing needs. This software also helps ...
Read more about RFPflowRFPflow offers custom pricing plan

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What is Loopio?
Loopio is a powerful automation platform for RFPs that helps you to quickly and accurately get your information. It eliminates tedious and time-consuming tasks, allowing you to gather responses faster than ever before. You can also access an always-updated, searchable library of RFP answers ...
Read more about LoopioLoopio offers custom pricing plan

Qvidian
Streamline RFP responses with precision and collaboration.
Best for: SMB teams · Mid-market · Enterprise
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What is Qvidian?
Qvidian is an advanced software which equips teams with the tools and resources needed for creating RFP responses with absolute ease. From granting teams access to pre-loaded templates and answers to creating tailored responses; this software facilitates extreme accuracy and creativity to ...
Read more about QvidianQvidian offers custom pricing plan

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What is XTEN-AV?
XTEN-AV is the perfect solution for AV integrators, manufacturers and end users who are looking for a secure platform to streamline their design processes and proposals. Utilizing cutting-edge features and intuitive technology, XTEN-AV is sure to revolutionize how AV professionals work. With ...
Read more about XTEN-AVStarts from $44.25/Month when Billed Yearly

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What is AutoRFP.ai?
AutoRFP.ai is the perfect tool for anyone looking to improve their RFP process. Harnessing the power of natural language processing, the intuitive platform automatically generates high-quality draft responses in a fraction of the time. This advanced technology gives sales teams all the ...
Read more about AutoRFP.aiAutoRFP.ai offers custom pricing plan

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What is Privia?
Privia is easy to use and helps organizations win government business. Featuring award-winning proposal management software for proposal teams at all levels of government including nonprofits. Engage significantly more prospects with custom and pre-written funding proposals, requests for ...
Read more about PriviaPrivia offers custom pricing plan

Quote Roller
Effortlessly create winning proposals in minutes.
Best for: SMB teams · Mid-market · Enterprise
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What is Quote Roller?
Quote Roller is a multi-function proposal building tool designed to create professional proposals, quotes, e-mails and more in minutes without writing a single line of code. Available for purchase or as a monthly subscription, Quote Roller doesn't just generate proposal documents for users, it ...
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