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7.0

Spot Score

Clientary - Proposal Software

Top Alternatives to Clientary - Better Options for 2025

Streamline your client operations for maximum efficiency.

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Main Features

  • Approval Workflow
  • Contact Management
  • Document Analytics
  • PDF Export

Pricing

  • Starts from $19/Month, also offers free forever plan

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List of the Top Clientary alternatives as of July 2025

Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.

9.8

Spot Score

PandaDoc - Proposal Software

PandaDoc

RECOMMENDED

Transform your documents into instant sales.

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Product Description

PandaDoc is a seamless merger of documents and signatures into one powerful, streamlined experience. It lets user send proposals using any email client and respond to client questions with built in chat. PandaDoc automates common tasks like contract signing and document delivery while letting ...

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Common Features

  • PDF Export

  • Document Analytics

  • Approval Workflow

+ 1 more

Unique Features

  • Collaborative Editing

  • Document Audit Trail

  • CRM Integration

+ 6 more

Pricing

Free Trial available, Try Now

Starts from $19/User/Month when Billed Yearly, also offers free forever plan

Quote Roller

Quote Roller

Effortlessly create winning proposals in minutes.

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Product Description

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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Common Features

  • Approval Workflow

Unique Features

  • Access Control

  • e-Signature

  • Document Library

+ 1 more

Pricing

Free Trial available, Try Now

Quote Roller offers custom pricing plan

7.5

Spot Score

Estimo

Estimo

Effortless proposals, impressive results.

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Product Description

Estimo is a free proposal software that helps to create beautiful, professional and modern proposals in minutes. It comes with a built-in tiny database that enables users to manage the product information for customer and display it in the proposal. User can use it to create pre-made proposals ...

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Common Features

  • Contact Management

Unique Features

  • Alert Notifications

  • Customer Pipeline

  • e-Signature

+ 3 more

Pricing

Free Trial available, Try Now

7.1

Spot Score

ProposalPad - Proposal Software

ProposalPad

Streamline sales proposals and close more deals.

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Product Description

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 ...

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Common Features

  • Approval Workflow

  • Contact Management

Unique Features

  • Document Library

  • e-Signature

Pricing

ProposalPad offers custom pricing plan

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Popular alternatives include PandaDoc, Quote Roller, Estimo, ProposalPad and undefined.

Key factors include PDF Export, Document Analytics, Approval Workflow and pricing.

Tools like PandaDoc, Proposify, Ideagen Huddle, Qwilr and QorusDocs are best for small businesses for Proposal Software.

This software is researched and edited by

Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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