11 Proposal Management Tools to Send Less & Win More
11 Proposal Management Tools to Send Less & Win More
Sales tech • 27 mins
Brendan Connaughton | Updated Oct 27, 2025
Navigating the landscape of proposal software can feel like searching for the perfect glass slipper. Identifying the right fit for your business can be challenging with so many options available. However, no matter your industry, the core issue remains the same: creating proposals manually is exhausting and time-consuming.
In today's fast-paced business environment, every second spent on repetitive tasks can cost you a deal. You have two choices: continue to waste valuable time on formatting and editing, or invest in proposal software that automates these processes. The right proposal management software will save you time and enhance your proposals' professionalism and effectiveness.
Whether you're a small business or a large enterprise, there's a solution tailored to your needs. Say goodbye to the drudgery of manual proposal creation and hello to streamlined efficiency.
Our buying guide takes you through the top proposal management software options to kickstart 2025:
- Qwilr - Best for sales teams
- Powerpoint - Best for beginners
- PandaDoc - Best for the legal industry
- Prospero - Best for solo entrepreneurs
- Canva - Best for new businesses
- Jotform - Best for service-oriented businesses
- Better Proposals - Small business
- Nusii - Best for creatives
- Bonsai - Best for consultants
- Fiverr Workplace - Best for freelancers
- Google Workspace - Best for nonprofits
Proposal management software comparison
| Proposal Software | Best For | Standout Feature | Starting Price (USD)* |
|---|---|---|---|
| Qwilr | Sales teams | Interactive web-based proposal | $35 per user/month |
| PowerPoint | Beginners | Data visualization tools | $6 per user/month |
| PandaDoc | Legal industry | Compliant document generation | $19 per user/month |
| Prospero | Solo entrepreneurs | Embedded popups | $20 per user/month |
| Canva | New businesses | Drag-and-drop interface | $120 per user/year |
| Jotform | Service-oriented businesses | Workflow center | $34 per user/month |
| Better Proposals | Small businesses | Integrated eSignature and payment | $19 per user/month |
| Nusii | Creative agencies | Collaborative proposal editing | $29 per user/month |
| Bonsai | Consultants | Client CRM | $9 per user/month |
| Fiverr Workplace | Freelancers | Embedded contracts | $18 per user/month |
| Google Workspace | Non-profits | Collaborative document creation | $5.40 per user/month |
*Price as of November 2024
How to choose the best proposal software solution?
To streamline your decision-making process, we’ve identified key elements that universally represent the needs of most businesses and will help you create compelling sales proposals efficiently.
Before diving into specific features, consider these foundational questions:
- What is your team’s most significant pain point in the proposal process?
- What do you aim to achieve by adopting or switching to new proposal software?
Understanding your business's specific needs will guide you in selecting software with the right features. Beyond these personal considerations, here are seven critical factors to evaluate when choosing proposal software:
1. Design functionality
Opt for software with robust design capabilities to reduce creation time and ensure consistent, branded proposals that impress prospects. Look for features such as drag-and-drop options, a visual editor, embed options for videos and other interactive elements, and customizable templates.
2. Analytics
Imagine you got insights into how much time people spend with each component and what actions they've taken within the proposal. An analytics feature like this within your proposal software will help you generate the perfect follow-up cadence explicitly triggered by user behavior rather than elaborate guesswork.
3. Integrations
Ensure your proposal software integrates with critical sales or software tools your team works with to keep everything in sync and organized.
4. Automation
An excellent proposal software will take your sales process and turbocharge it with automation while allowing your reps to focus on things like accelerating sales activity and closing quotas.
5. Collaboration
Working together might sound like a given, but many tools companies use to create professional-looking proposals do not have excellent collaboration functionality.
6. Proposal templates
The ability to pull a specific template and modify it easily with pieces from a standing library of content is valuable and saves precious hours. Look for a proposal management software that comes armed with a templating feature and a robust proposal template library to ease your workload.
7. Security
There's tons of confidential information in your proposals for both you and your customers, and these are things you'd want to protect.
8. Integrated quotes and payments
An integrated quotes and payment feature is a huge bonus of an all-around proposal management solution.
11 top proposal software to streamline your proposal process
1. Qwilr: Best for sales teams
Sales reps often spend hours creating proposals from scratch, adding context and content to impress prospects, only to repeat the process for the next potential client.
Thankfully, the old way of proposal generation is a thing of the past. With Qwilr, your sales team can create stunning, interactive proposals on the go, without the need for a designer.
Qwilr offers all this and more. Sales reps can create winning proposals using the extensive template library, gain real-time insights into proposal engagement, add interactive pricing quotes, and get deals signed directly within the proposal using Qwilr’s electronic signatures.
Key features
- Web-based, Interactive Proposals: Craft visually compelling proposals that function more like web pages than traditional PDFs, leaving a lasting impression.
- Optimized for Mobile: Proposals automatically adjust for optimal viewing on any device.
- Engaging Interactive Elements: Include dynamic pricing tables that allow clients to adjust quantities.
- Analytics, Tracking & Instant Notifications: Gain valuable insights with detailed tracking—see who’s viewed your document.
- Integrated E-signatures & Payments: Clients can review, sign, and make payments within the same secure proposal.
- Role-Based Permissions: Customize access in an enterprise solution.
- Branded, Custom Domains: Publish proposals on a custom domain.
- Extensive Template Library: Qwilr provides over 100 professional proposal templates.
- Seamless Integrations: Connect with leading CRMs like Salesforce and HubSpot.
- Audit Trail and Security: Maintain a secure audit log.
Pricing Qwilr offers users a 14-day free trial and business and enterprise plans.
- Business Plan: From $35 USD per user / month
- Enterprise Plan: From $59 USD per user / month
2. PowerPoint: Best for beginners
PowerPoint has long been the go-to software for beginners. Creating online proposals using PowerPoint is easy, affordable, and requires no technical skills.
Key features
- Familiar and Flexible Design Platform: Controls design, layout, and content formatting.
- Customizable Templates and Themes: Choose from a wide range of templates.
- Slide-based Structure for Organized Content: Helping to structure information in digestible sections.
- Rich Media Integration: Add images, videos, and audio.
- Collaboration Features with Comments and Track Changes: Streamlining the review and approval process.
- Easy PDF Export and Printing Options: Ensures a professional presentation.
Pricing
- Microsoft 365 Business Basic: $6 USD per user/month
- Microsoft 365 Business Standard: $12 USD per user/month
- Microsoft 365 Business Premium: $22 USD per user/month
3. PandaDoc: Best for legal industry
Key features
- Document Generation: Create, send, and manage compliant docs.
- eSignatures: Securely send documents for legally binding electronic signatures.
- CPQ Configure Price Quote: Quickly generate an accurate quote.
- Rooms: Manage workflows and collaborate with teams or clients.
- Approval Workflow: Automate the process for approval in real time.
Pricing
- Starter: $19 USD per user/month
- Business: $49 USD per user/month
- Enterprise: Contact for a custom quote
4. Prospero: Best for solo entrepreneurs
Key features
- Popups: Great for getting conversion rates up.
- Forms: Add forms to encourage clients to click through.
- A/B Testing: Monitor insights in real-time.
- Live Support: Live, around-the-clock support.
Pricing
- Starter: Free
- Basic: $20 USD per user/month
- Pro: $47 USD per user/month
- Agency: $95 USD per user/month
5. Canva: Best for new businesses
Key features
- Intuitive Drag-and-Drop Interface: For creating visually stunning proposals.
- Extensive Template Library: Professionally designed templates.
- Rich Media and Stock Library: Add visual interest to proposals.
- Collaborative Editing and Sharing: Share proposals with team members for real-time collaboration.
Pricing
- Canva Free: $0
- Canva Pro: $120 USD per user/year
- Canva Teams: $100 USD per user/year
6. Jotform: Best for service-oriented businesses
Key features
- Workflows: Manage your entire project through the workflow center on Jotform.
- Multiple Users: Grant access and limit it as needed.
- Admin Console: Manage projects, grant access, perform analytics and audits.
Pricing
- Starter: Free
- Bronze: $34 USD per user/month
- Silver: $39 USD per user/month
- Gold: $49 USD per user/month
- Enterprise: Call for a custom quote
7. Better Proposals: Small businesses
Key features
- Editor: User-friendly with real-time previewing.
- Branding: Set up your company’s brand guide.
- Document Management: Track every step of your document.
Pricing
- Starter: $19 USD per user/month
- Premium: $29 USD per user/month
- Enterprise: $49 USD per user/month
8. Nusii: Best for creative agencies
Key features
- Collaborative proposal editing: Enables teams to work together on proposals.
- eSignatures: Offer clients to sign immediately.
- Automated reminders: Sends automatic follow-up reminders.
Pricing
- Freelancer: $29 USD per user/month
- Agency: $49 USD per user/month
- Business: $129 USD per user/month
9. Bonsai: Best for consultants
Key features
- Client CRM: With Bonsai, integrate your client list.
- Scheduling: Allow clients to book calls directly.
- Time Tracking: Keep track of billable hours.
Pricing
- Basic: $9 USD per user/month
- Essentials: $19 USD per user/month
- Premium: $29 USD per user/month
- Elite: $49 USD per user/month
10. Fiverr Workplace: Best for freelancers
Key features
- Collaborative Document Creation: Utilize Google Docs to draft proposals.
- Professional Templates: Access a variety of customizable templates.
- Integrated eSignature Functionality: Facilitate client approvals directly.
Pricing
- Business Starter: $5.40 USD per user/month
- Business Standard: $10.80 USD per user/month
Find the proposal software that fits
Sales proposal software is an essential tool to land new business. Finding the best fit for your business isn’t straightforward, but you can start by assessing what you want to improve in your current proposal process and what features are important to you.
Refining a draft proposal is crucial to ensure it meets all requirements and stands out to potential clients. If your growth-focused sales team wants to enhance its proposal strategy, consider giving Qwilr a try.