A proposal is a key factor in the relationship between you and your client. It is often the reason to win or lose a contract.
Proposal software helps to write, manage, and send business proposals efficiently. This in turn will grow your business, add new clients, and make your efforts more profitable.
Proposal platforms have a set of pre-defined and customizable templates, payment integrations, notifications, e-signatures, and analytics that make your proposal workflow smooth and productive.
If you are reading this article, chances are that you are not comfortable with your actual proposal system.
What is the best proposal software? This question doesn’t have a unique answer, and we have compiled 12 proposal software tools to help you decide which is the right for you.
But first, what to look for in a proposal software?
1-Reusable and customizable templates: To save time with each new proposal need.
2-Content library: A place where to organize templates, descriptions, and texts.
3-Payment tools: Key feature to get paid faster.
4-E-signature: to make a proposal legally valid like a written document.
5-Branding: This will reinforce your brand and customer awareness.
6-Languages, currencies, and taxes: Important if you work with worldwide clients.
7-Mobile support: Not essential but a good feature to look for.
8-Integrations: How will the proposal system integrates into your current CRM or document managers.
9-Notifications: To track if the customer has opened, accepted or rejected the proposal after a period of time.
10-Client chat: This will allow to solve issues that customers may have.
11-Web-based documents: Since modern proposal software send a link to the proposal instead of a PDF or Word file, the document output must be responsive in any device.
Now let’s see what these platforms offer:
Proposable claims that you can create a proposal in minutes, with a simplified workflow through an intuitive an easy to use dashboard.
With more than 30 customizable templates to choose from, a drag and drop editor builds your document with ease. This app is focused on sales teams and are available many collaboration tools to track teammates actions.
It’s easy to collect payments with Proposable since it offers a Stripe integration and e-signature capability.
Their mobile support is average, and pricing may be not suitable if you only send a few proposals a month. Also note that for all CRM integrations you’ll have to spend $500 per month.
Proposable has a strong real-time notification system including SMS and detailed analytics reports. This is a key feature for following up your success metrics.
Best for: Small and mid-sized business.
Proposable Integrations: Salesforce, Pipedrive, Insightly, Capsule, Highrise, Hubspot, NetSuite, Microsoft Dynamics, Stripe and Zapier.
Proposable Pricing: Starting at $19/month. 14 day free-trial available.
PandaDoc is a well-known player in the proposal software industry. A proven tool suited for individuals and enterprise sales teams that makes it easy to create professional-looking proposals, contracts, quotes, and documents although design is not their strong point.
This is an intuitive and mobile friendly platform that offers solutions in proposals, quotes, contracts, e-signatures, and payments.
You can collaborate with clients in real time with live chat. PandaDoc can track proposals and analytics metrics with full reports.
There are hundreds of templates to choose from but seems they have focused on quantity and not in quality.
Mobile support is good, and if your customer receives a proposal will be able to read it on his mobile with no issues.
The learning curve in this platform not the smoothest, but this is a solid option to choose.
Best for: Individuals and enterprise-level teams.
PandaDoc Integrations: Lots of integrations including PayPal, Stripe, Pipedrive, Zoho, Quickbooks, Authorize.net, Salesforce, Hubspot, Google Drive, Dropbox, Canva and Zapier to connect to hundreds of apps.
PandaDoc Pricing: Basic functionality is free and then Essential plan at $19/month/user
With this tool you can create proposals, contracts, and quotes with e-signatures.
Proposify claims that they are revolutionizing the proposal process, helping to create customized, interactive, and beautifully designed proposals. The proposal editor is outstanding, and you can customize templates with high detail, so if you are looking for a perfect design this is a must-try.
This platform offers 70+ templates, most of them with beautiful designs for almost any industry.
Proposify has mobile support for both Android and iOS but it’s not the best out there.
Best for: Enterprise and sales teams.
Proposify Integrations: Hubspot, Salesforce, Infusionsoft, Insightly, Stripe, FreshBooks, Google Drive, Slack, Quickbooks, Wave and plenty of apps plus Zapier.
Proposify Pricing: Starting at $19 month/user and 14-day free trial available.
Qwilr has a different approach from other similar tools, since all your proposals and documents are shown as web pages from a custom Qwilr domain by default, although you can download them as PDFs.
Qwilr has a simple editor with modular building blocks to create documents. There are more than 50 professional templates to choose from. Customization is somehow limited, but document management works fine.
This tool features e-signatures, mobile support, custom fonts, collect payment through Stripe, and collaborative editing. Your clients can accept blocks to save time printing, scanning, and emailing forms. Keep in mind that Qwilr only supports English language.
Best for: Freelancers and mid-sized teams.
Qwilr Integrations: FreshBooks, Xero, Slack, Stripe, Intercom, Crazy Egg, Hotjar, Google Analytics, Mix Panel, Crisp and Zapier. Very few according to its price, so think twice if you preferred integration is not listed.
Qwilr Pricing: Starting at $75/month for 3 users. Free 14-day trial available.
NiftyQuoter is based on a friendly drag-and-drop interface that let you customize texts, images, and tokens inside the text of a proposal or email template.
This software offers 3 types of proposal templates: themes, content, and pricing templates. Automatic PDF generation, easy proposal approval by your client, auto responder, automatic proposal expiration, and translatable client-side texts are core features.
NiftyQuoter lacks an e-signature feature and mobile support, so look elsewhere if you plan to send proposals on the go.
Best for: Freelancers, small and mid-sized business.
NiftyQuoter Integrations: FreshBooks, Quickbooks, Xero, Capsule, Pipedrive, Stripe, PayPal, Harvest, Zoho, Teamwork Projects and Zapier.
NiftyQuoter Pricing: Starting at $29/month/1 user. 14 day free-trial available.
The name of this platform honors its performance. Elegant design, solid and user friendly interface with 160+ prebuilt customizable templates.
Their mobile support is good, and this platform has a few features for teams because it is focused on small business and freelancers.
This software has one of the best editors we have seen, and the overall impression is that Better Proposals gives great value for its pricing. The content library feature allows to save the best elements of any proposal to your content library for future use.
Best for: Freelancers, agencies, and service business.
Better Proposals integrations: Trello, Hubspot, Intercom, Stripe, Insightly, Zapier and 35 more.
Better Proposals Pricing: Starting at $19/month/user. They offer a free 14-day trial.
This app was built for creative teams that need to build proposals in a simple and quick process. With support for 35 languages and currency and taxes for 95+ countries and mobile support.
Nusii only offers eight basic proposals templates, most of them for creative. If this is not your business, you’ll have to look for another software.
Templates are easy to use and the process is fast, but options are overall basic. If you need more than 5 proposals per month, integrations, and custom domain then you’ll need to spend $49/month. For this price you can find better options in the market.
Best for: Freelancers and small agencies.
Nusii Integrations: Intercom, Slack, Pipedrive, Hubspot, Basecamp, Highrise, Stripe and Zapier.
Nusii Pricing: Starting at $29/month/1 user. 14 day free-trial available.
Good design and features are not a strong point of Bidsketch. The user interface is not the best
With only 23 proposals templates best suited for marketing and web design and a mobile app that needs mprovement, this software doesn’t show up as a solid one. You can’t remove content from templates and customization is limited.
You can send proposals through the platform but if you prefer the PDF option is still available. Notifications work well and you get instant updates when the client makes comments, opens , accepts, or rejects the offer.
Best for: Freelancers.
Bidsketch Integrations: Harvest, FreshBooks, Basecamp3, Salesforce, Docksketch, and Zapier.
Bidsketch Pricing: Staring at $29/month/1 user. They offer a 14-day free trial.
With a clear and minimalistic design Prospero makes easy and straightforward to write a good proposal. They claim you can create a proposal in a few clicks, and this is for real.
Once you access the platform the system will guide you through the proposal structure, and you may change or remove almost any content you wish.
This software offers 36 templates for several industries, and you can send unlimited proposals per month. If you add to this their simple pricing plan, this is a particularly good option for freelancers and small business.
A cool feature of this software is the pre-made content for creatives. A set of texts that help to build proposals for designers, video artists, developers, and writers.
Best for: Freelancers and small business.
Prospero integrations: FreshBooks, QuickBooks, Integromat, Stripe and Zapier.
Prospero Pricing: $5/month when you pay annually (or $8/month) This is the only plan available. They offer a 21-day trial for $1
This is a cloud-based solution for small business, to create, manage and send professional proposals.
With dozens of customizable templates for every industry, (from accounting to plumbing, life coaching and many more) and mobile support, this may be a good option for small-sized business and freelancers.
Customer can chat on the proposal, and notifications work well on mobile devices.
This platform lacks e-signature and payment integration, both regular features available nowadays in every similar system.
Best for: Service business, freelancers, agencies.
Quotient Integrations: Xero, Quickbooks, Mailchimp, Insightly, Capsule, Highrise and Zapier.
Quotient Pricing: Starting at $25/month/1 user. They offer a 30-day free trial.
Practice Ignition aims to “cut friction” by sending your clients a single smart proposal they can read, sign, and pay in one place.
This is a solid product which allows to manage complex and recurring billings; for example, you can require the client to enter its bank details and issue a direct debit before accepting the proposal. The client can receive proposals on mobile devices with excellent support.
The proposal creation process is quick, and templates are fully customizable. That said, you’ll need some time to get the ins and outs of this product. With only 7 integrations and plans starting at $75/month, this product may result pricey if you don’t take advantage of all its features.
Best for: Medium businesses to large enterprises.
Practice Ignition Integrations: Xero, Quickbooks, Xero Practice Manager, Xero HQ, Carbon, Intuit and Zapier.
Practice Ignition Pricing: Starting at $75/month. They offer a 14-day free trial.
Free proposal software:
Some of these tools are free and another offer a freemium license.
An interesting source of cheap and professional-looking templates is Envato Marketplace.
All you have to do with one of these free tools is to choose a template (or make your own), write your proposal and export it to PDF before sending it to your client.
You will get your job done, but will have to look elsewhere for e-signatures, notifications, and payment processing.
Best for: Freelancers just starting out.
Pricing: Free and paid options.
Some sites to get free proposals templates:
Proposify: Free Business Proposal Templates | Proposify
FreshBooks: Free Invoices Templates-FreshBooks
Template.net: 70+ FREE Proposal templates-Template.net
Adobe Spark: Free Proposal Templates | Adobe Spark
Smartsheet: Free-project-proposal-templates Smartsheet
Visme: Proposal Maker-Visme
Office Templates: Customizable MS Word Proposal Templates-Officetemplatesonline
Wordtemplatesonline: 15+ Free Business Proposal Templates (wordtemplatesonline.net)
To choose the right proposal software, follow these simple steps:
1-Write down what are your non-negotiable features along with your “wish list” to test each option.
2-Think ahead, what about if your team grows, you need more integrations, or start working with clients from another country?
3-Based on previous steps, choose a proposal software. Get a free trial, using the product is the only way to feel if it is the right choice for you.
Keep in mind that a proposal tool is a fundamental tool to grow your business.
Both you and your client will get benefits from a straightforward proposal process.
For this reason, it is important to take time to test and analyze which software is the best for you.