Close deals in your pipeline faster with proposal software that delivers beautiful proposals and sales documents. Plus, choose a tool with new features, drag and drop capabilities, and real-time reports for the best results. However, don’t get stuck with clunky proposal creation or a system that doesn’t integrate with your management tools. We evaluated 22 top proposal management plans to help you choose one that makes your proposal process simple and successful.
In the following roundup, you’ll learn about the proposal solutions, their advantages and disadvantages, pricing points, integrations, and feedback from software review sites like Capterra and G2Crowd.
With an intuitive design that’s 100% mobile-friendly, PandaDoc makes it easy to create proposals. With a focus on changing the way companies work with documents, PandaDoc can help an organization improve revenue through streamlined document workflow.
Pricing: Starts at $25/month per user for annual billing; also offers monthly billing starting at $35/month per user – Free trial offered.
Biggest advantages: Most robust tool on the market; e-signing, sophisticated document management, templates, workflows, team functionality, integrations.
Common concerns/complaints: Learning curve may be a bit steeper due to robustness of the platform.
Number of integrations: 21+ including Zapier, PayPal and Salesforce.
Support expectations: 24/7 support.
Proposify by Pitch Perfect Proposal Software touts their software as “interactive” and “mobile-friendly,” suggesting that it’s a fresh alternative to word processing tools.
Pricing: starting at $49/month per user for sales teams; 14-day free trial option.
Biggest advantages: Templates feature, proposal tracking, branded proposals.
Common concerns/complaints: Complaints center on minor bugs, and customer service issues.
Number of integrations: 33 including Zapier, Slack and numerous CRM systems.
Support expectations: Live chat and email support for all users, phone support only for Venti plan customers.
With NiftyQuoter, you’ll pay $89 on the business plan with five team members. While you’ll find that their integration with Quickbooks is useful, connecting to Salesforce or HubSpot may prove difficult. When it comes to customer support, then your only option is to email through their contact form and wait it out. Plus, you won’t find electronic signatures with this software.
Pricing: $89 per month on business plan for up to 5 users.
Biggest advantages: Proposal dashboard.
Common concerns/complaints: No electronic signatures and some current customers report problems with formatting or specific features saying that when selecting the monthly unit, “it doesn’t tabulate correctly“.
Number of integrations: 13 including Zapier, Paypal and Zoho.
Support expectations: Email through contact form only.
Qwilr offers nine integrations and 50 proposal templates, along with great mobile support. However, Qwilr can get pricey if you want your clients to read your business proposal on your website instead of the Qwilr site. While current customers appreciate certain features, they complain about a lack of quality of the copy in the templates along with buggy software.
Pricing: $79 per month on business plan for up to 3 users.
Biggest advantages: Rigidity in customizing, unreliable notifications, analytics are “non-existent” and document management is “complicated”.
Common concerns/complaints: Customization more limited than other platforms.
Number of integrations: 9 integrations and 50 templates.
Support expectations: Email address for support provided.
Proposable provides nice features, like eSignature and tracking along with eight CRM integrations. You’ll spend $39 per month per user with limited features or get full use of the software for up to 10 users for $500 per month. Unfortunately, there are some ongoing issues that hinder the proposal process like formatting problems and a lackluster mobile layout.
Pricing: Starts at $39/month per user.
Biggest advantages: Ease of use, “decent capabilities”.
Common concerns/complaints: Minor bugs, some reliability complaints, one user mentions that word processing end “seems a bit clunky”.
Number of integrations: 8+ Integrations with Salesforce, Hubspot CRM, Pipedrive, and Zapier for others.
Support expectations: None stated; there is a Help Center on the website for basic documentation.
While the pricing for Bidsketch is in line with other top players, you’ll find fewer features and poor design. This proposal software works best for small businesses or freelancers, not corporations and teams. Plus, Bidsketch doesn’t perform well on mobile and only offers two CRM integrations. Common customer complaints include a lack of software updates and problems with essential elements, like the client-facing “accept proposal” button not working.
Pricing: Starts at $29/month for one user.
Biggest advantages: E-signing.
Common concerns/complaints: The interface is not a fan favorite. One reviewer writes that the “UI and overall look of bidsketch just isn’t my favorite.” Others cite issues regarding the text editor, data exports, ability to manage a larger volume of proposals within the product.
Number of integrations: 6+ including Zapier and Salesforce.
Support expectations: Help Center for documentation with contact form.
Qvidian is an enterprise-level system that helps corporations with 1,000 or more employees create proposals and RFPs. Although it offers API integration, prices vary depending on features and integrations.
“I wish there was a true user’s guide for quick reference. Sometimes I don’t have time or want to try to find an answer in the community forum.”According to one user review on Capterra
Qvidian software also doesn’t offer online signatures or engagement analytics.
Pricing: Not available on website.
Biggest advantages: Enterprise-grade system designed for large organizations.
Common concerns/complaints: No signatures or engagement tracking.
Number of integrations: Microsoft Office and Office 365, Salesforce, Microsoft Dynamics.
Support expectations: Different “success plans” available.
Prospero works great for small businesses and is inexpensive at only $5 per month when paid annually. A lack of payment integrations and no mobile app for sales teams make this business proposal software less functional for large groups. However, customers appreciate the speedy customer response and mobile responsive design.
Pricing: Starts at $5/month for annual subscriptions.
Biggest advantages: Budget-friendly option for creative freelancers and solopreneurs.
Common concerns/complaints: Payment issues, limited options “for allowing clients to make payments from the proposal”.
Number of integrations: Freshbooks only.
Support expectations: Not mentioned on homepage.
9. Better Proposals
Better Proposals provides 41 integrations including SalesForce and Zoho, along with working on any device. Customers like accessing sales proposals via their mobile device and the price range from $19 to $129 per month. Unfortunately, this software works best for small companies and freelancers with fewer features for teams.
Pricing: Starts at $19/month.
Biggest advantages: 256bit SSL security, pre-designed templates, e-signatures.
Common concerns/complaints: Reviewers cite the inability to “add multiple pricing tables within a single proposal” and the cancelation process as cons.
Number of integrations: Dozens via Zapier.
Support expectations: Help and Support Center on website.
With Nusii, you’ll pay $49 a month for the essential enterprise features. The platform lacks any payment integrations and minimal integrations. Plus, you’ll only find eight basic templates with very basic design and proposal content. Customers cite dismal support and buggy programming as reasons for leaving the platform.
Pricing: Starting at $49/month.
Biggest advantages: Ease of use, speed to build proposals.
Common concerns/complaints: Auto-save prevents editing overwritten content, very basic template options, team functionality limited.
Number of integrations: Zapier-based integrations as available.
Support expectations: Email-based support.
GetAccept features a variety of analytics and engagement data making it perfect for sales teams. It also touts itself as mobile-friendly, although some reviews complain of problems with mobile use. The most significant issue users face is with editing. GetAccept provides a workaround using integration with Google Docs. However, for enterprise use, the starting cost is $600 per month.
Pricing: Starting at $25/month per license for basic e-signing proposals without Zapier integration.
Biggest advantages: More expensive plans integrate live chat and video into proposals.
Common concerns/complaints: One reviewer cites a “lack of milestone updates” that could indicate a lack of product development.
Number of integrations: 20+ integrations including Zapier.
Support expectations: One reviewer notes that there is a “limited global support team”.
12. Conga Document Generation (formerly Octiv)
Conga Document Generation provides 24/7 customer service with live reps, which is excellent, considering there is a steep learning curve. Standard features include document and PDF upload and it integrates with Salesforce. Pricing information is available with a customized quote, but this enterprise-level software is at the higher end. While customers appreciate the support, they also complain about bugs that affect saving, formatting, editing features. Hence decide to switch to some of its competitors.
Pricing: Not available without a custom quote request.
Biggest advantages: Enterprise-grade platform.
Common concerns/complaints: License minimums, minor user experience issues with formatting or the editor hanging. Some reviewers report issues with a lack of integration capabilities or reliability in the integrations they do offer. No native mobile applications.
Number of integrations: Unclear – known integration with Salesforce.
Support expectations: Partner ecosystem with consulting, application support.
With 24/7 support, DealHub nails customer service. While pricing information isn’t available, recent reviewers appreciate the intuitive design, integration with Salesforce, and its professional appearance. Its lack of a mobile app and payment integrations prove a no-go for many corporations.
Pricing: Not available.
Biggest advantages: Focus on cost-per-quote (CPQ) and guided sales enablement.
Common concerns/complaints: One reviewer cites “the lack of reports and dashboards” as a dislike, others mention user-friendliness and user experience.
Number of integrations: Salesforce, Microsoft Dynamics, Freshworks.
Support expectations: N/A.
14. Nintex Drawloop DocGen®
You won’t find pricing for Nintex Drawloop DocGen online, although customers say that along with licensing fees you’ll pay additional charges for add-on features. Nintex Drawloop DocGen integrates with SharePoint, Salesforce, and Box. However, it only offers one CRM integration. While current customers appreciate the support options, some suggest that it may take time to receive a response.
Pricing: Not available.
Biggest advantages: Customer support.
Common concerns/complaints: Most common complaints center around formatting and user experience issues.
Number of integrations: Integrations include Sharepoint, Adobe, Office 365, and Salesforce among others.
Support expectations: Standard support portal, documentation, and community available.
With 55+ integrations, QuoteWerks offers the most compatibility. However, QuoteWerks is not a subscription-based product, so you’ll pay a one-time fee per license. If you want corporate integrations and features, one license costs $399 plus any add-ons that your company requires., like engagement analytics. The dated design is a turnoff for web-savvy users. Plus, customers complain about the long wait time for support.
Pricing: Starts at $15/month per user for standard edition plus add-ons.
Biggest advantages: Reviewers cite “ease of use” as a key advantage.
Common concerns/complaints: Speed/crashes, no mobile app, dated design and product.
Number of integrations: 55+.
Support expectations: Phone support, email/ticketing support, community forum.
DocSend is a popular system for a variety of companies. While they don’t offer pricing information online for enterprises, their business package starts at $45 per user per month. If you want to integrate with Salesforce, then you’ll pay an additional $20 each month. Plus, you’ll face limits on the number of monthly site visitors and size of uploaded documents. DocSend proposal software is light on features and lacks the basics like an online editor so you’ll need to create your documents locally and upload them to the platform.
Pricing: Personal starts at $10/user/month, business starts at $45/user/month.
Biggest advantages: Security, e-signing.
Common concerns/complaints: No document creation/collaboration, document management issues with search and managing content, no native mobile app.
Number of integrations: Gmail, Outlook, Salesforce, Zapier amongst others.
Support expectations: Help Center with support request form.
ClientPoint is an enterprise sales proposal platform with an intuitive online viewer and a master content library. It integrates with popular programs including Salesforce and Zoho. Customers appreciate the strong customer support as setting up ClientPoint may include coding and other technical expertise. Pricing information isn’t listed, but reviews suggest that it’s comparable to other enterprise systems.
Pricing: Not available without demo.
Biggest advantages: Strong customer support, custom libraries.
Common concerns/complaints: Setup and management of the platform can be “daunting”.
Number of integrations: Many – including Salesforce, HubSpot, Microsoft Dynamics, etc.
Support expectations: Most reviewers indicate “very responsive support”.
18. ConnectWise Sell
ConnectWise Sell works excellent if your corporation already uses its suite of products and integrates well with Salesforce. However, the design can feel clunky instead of intuitive. Customers complain of slow and nearly non-existent tech support unless you purchase an additional support package. No pricing information exists online, but you can contact them for a custom quote. Unlike PandaDoc, ConnectWise Sell software doesn’t offer a content library.
Pricing: Not available without custom quote.
Biggest advantages: Integration with distributor tools like TechData and Blue Star.
Common concerns/complaints: Some issues with iOS.
Number of integrations: Multiple integrations, Salesforce being one of the top referenced by reviewers.
Support expectations: Reviewers complain about the inability to call for support; takes time to speak to a representative. Good training, but limited support after training.
19. Practice Ignition
Practice Ignition relies on Zapier for integrations. Features allow you to collect eSignatures and make edits to existing documents. For 1000 active clients, you’ll pay $375 per month along with additional credit card fees for payment processing. A common complaint is that money takes longer to transfer to your account as Practice Ignition is located in Australia.
Pricing: starts at $65/mo for 25 active clients (billed annually).
Biggest advantages: Manage quotes to billing to invoices all from one platform – digital payments through direct debits.
Common concerns/complaints: Reviewers indicate that navigation can occasionally be challenging.
Number of integrations: 7 listed integrations including Xero, Quickbooks and Zapier.
Support expectations: Most reviewers indicate support communicates very well and is responsive in a prompt fashion.
For Nulius, you’ll pay $29 for a team of five users, or you can contact them for a custom enterprise quote. This is a bare-bones system with minimal features and integrations. With limited font and template choices, it may be difficult to create proposals that showcase your brand. Plus, users complain about the lack of a mobile app and a clunky design.
Pricing: $29 per month for a team of 5 users, $17 per month for a solo entrepreneur.
Biggest advantages: Intuitive and simple user interface.
Common concerns/complaints: Reviewers indicate a need for archiving proposals that isn’t currently available and design flaws.
Number of integrations: None mentioned on their website.
Support expectations: Chat option or email, reviewers don’t mention any issues with support.
With WebMerge, you’ll get standard integrations like Salesforce and Zapier. Business pricing starts at $399 per month, which includes 15 users, 50 templates, and 2000 merges per month. However, the look and proposal design needs updating and the API features don’t include webhooks. While customers appreciate the email support system, one Capterra reviewer mentions for “larger documents with many data capture points, the coding can be very time-consuming.”
Pricing: $399 per month for business customers, which includes 2,000 merges per month and 50 templates.
Biggest advantages: Strong use cases for integrated new hire forms, especially for employees who only have a phone and no access to a PC.
Common concerns/complaints: Longer learning curve for setting up initial templates/merges.
Number of integrations: 150+ integrations including Salesforce, Zapier and Dropbox.
Support expectations: Reviewers indicate very timely responses to email support with helpful answers.
While Proposeful offers 30 proposal templates and nine integrations, there is no mobile support. The older design has no recent updates, which is a common complaint among current users who want a smooth proposal process. For unlimited users, priority support, and 200 proposals per month, it’ll cost $240 per month.
Pricing: Free option for 15 proposals per month with limited functionality, up to $240 per month for 200 proposals per month.
Biggest advantages: Simple proposals for smaller businesses with limited design capabilities.
Common concerns/complaints: Older design, limited updates and reviews indicate that the templates are a bit too generic.
Number of integrations: 9 integrations and 30 proposal templates.
Support expectations: No mobile support.
So, how can you make the search and trial process a bit easier?
- Create a list of ‘must-have’ features and functionalities along with ‘nice-to-have’ features so that you can objectively evaluate each option on your shortlist.
- Think about how your proposal software will need to serve your needs not just today but as your use case evolves, your team adds more people, and you require integration with other products down the road. By future-proofing your evaluation process, you can save yourself the time and hassle of having to migrate to a new platform down the road if you outgrow your shorter-term choice.
- Take it for a test drive by requesting a demo or sign up for a trial. The user experience is a big part of finding a platform that will serve your business case best and the only way to evaluate a product’s user experience is to see it in action.
That’s it! Don’t be afraid to try multiple products so that you can see for yourself how they compare against each other.
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