Best Proposal Management Software
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Compare the Top Proposal Management Software as of November 2025
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What is Proposal Management Software?
Proposal management software streamlines the creation, organization, and tracking of business proposals, helping teams generate consistent and professional documents. It provides customizable templates and content libraries, allowing users to quickly build proposals tailored to specific client needs. The software also supports collaboration, enabling team members to work together on proposals, track revisions, and maintain version control. With integrated analytics and reporting, businesses can monitor proposal performance, such as response rates and win ratios. Overall, proposal management software simplifies the proposal process, improving efficiency and increasing the chances of closing deals. Compare and read user reviews of the best Proposal Management software currently available using the table below. This list is updated regularly.
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Expedience Software
Expedience Software
Proposal automation and process management directly within Microsoft Word. Get the most from Microsoft Copilot for proposals! -
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optivalue.ai
optivalue.ai
Stop the RFP fire drills. Optivalue.ai is the AI-powered Proposal Management platform that transforms your response process. Automate the heavy lifting of drafting proposals, RFIs, and security questionnaires, and free your team to focus on the strategy that wins bids. Reduce drafting time by up to 90%. Our AI connects to your knowledge base to generate accurate, source-verified answers in minutes. Every response is backed by a precise citation (document, page, date), so you can build your proposals with complete confidence. Optivalue.ai also drives continuous improvement by analyzing your content for gaps and suggesting updates. Strengthen your team's expertise with every proposal you submit. Enterprise-grade security (GDPR, ISO, HIPAA compliant) protects your data. All our subscriptions include unlimited users and projects. Start your 14-day free trial. No credit card, no commitment.Starting Price: Free -
3
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
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HoneyBook
HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.Starting Price: $19 monthly ($16 annually) -
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Responsive
Responsive
Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications. -
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WorkflowMax
Xero
If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.Starting Price: $33/month -
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Proposify
Proposify
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.Starting Price: $35/month -
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Scoro
Scoro
Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.Starting Price: $19.90/month/user -
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Relevant Match
Relevant Software
Relevant Match Online (RMO) is a powerful web application designed to optimize your proposal by aligning it with key points from the RFP or solicitation. Built on 20+ years of experience, it helps jump-starts key themes and keeps you on track. In competitive bidding, proposals are scored - not just read. RMO analyzes the work statement like a fingerprint, calculates a match score, and tracks versions to help refine your proposal efficiently. Upload your Word or PDF documents, then launch the analysis with one click for insights in under 5 minutes, enabling rapid iteration and continuous improvement. Easily share progress with executives and proposal teams. Relevant Match Online is designed for simplicity and ease of use. For organizations requiring a fully offline solution in secure environments such as SCIFs, Relevant Match Desktop (RMD) is available, ensuring data protection without internet connectivity. Save time, cut costs, and boost your Pwin with RMO and RMD! -
10
Sign.Plus
Alohi
Sign.Plus is a legally-binding electronic signature solution, designed to make workflows faster for businesses of all sizes, from large enterprises to SMEs and even individuals. Sign.Plus Features: • Fill, sign, and send PDF documents, contracts, leases, NDAs, agreements, and more. • Extremely easy-to-use eSignature solution available on multiple platforms, including web, mobile, Google Workspace, and more. • Monitor the progress of your signature requests in real-time. • Reusable templates to send out frequent documents to different recipients. • Certificate of completion that contains a tamper-proof audit report with details about the signers. • Set up a team and add your employees to your team. • Compliant with electronic signature regulations such as ESIGN, eIDAS, ZertES, and more. • Compliant with the world’s strictest data regulations such as ISO 27001, SOC2 Type 2. • Data encryption in transit and at rest. • Data residencyStarting Price: $9.99 per month -
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XaitPorter
Xait
XaitPorter is the benchmark team co-authoring and document automation software solution. Ideal for complex tenders, proposals, reports and other high-impact, high-value documents. Implemented by major corporations around the world. XaitPorter is a cloud-based solution that provides complete control over the document production. The functionality includes built-in workflow, easy reuse of content and automatic formatting, layout and numbering. -
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EMDESK
EMDESK
Manage all your projects efficiently – in one place. EMDESK is a single, flexible project and financial management platform that unifies planning, controlling, execution, and collaboration in projects. It helps teams and stakeholders to work together, while maintaining maximum control and transparency. Hosted and developed in Germany, EMDESK guarantees the highest security standards. With real-time views of timeline and finances, teams can schedule activities, estimate costs and allocate resources. Efficiently design and budget projects of any scale and complexity with all team members and partners. Keep your multiple projects on schedule and work together efficiently.Starting Price: €6 per user per month -
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Proteus
Xergy
Proteus is the complete project management software built by energy experts for the energy sector. Proteus brings pre-project planning, winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves companies in oil and gas and renewables away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, win more business, deliver more projects and keep work simplified. Proteus brings everything together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place on a centralized platform. Proteus dramatically improves efficiency by improving the way margins are managed, resulting in cost savings to allow your company to scale and grow. Maximize value across the project lifecycle. Get better visibility, better control, better consistency and better productivity.Starting Price: $35 per user per month -
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Sculptor CPQ
Twistellar
Create dynamic product bundles and specify internal rules and dependencies to prevent errors in configuring complex products compose quotes with products and configurable product bundles to make the best offers. Configure pricing rules and discount schedules to automate condition-based pricing apply special terms and get approvals to provide individual terms for your customers. Generate quotes PDFs using configurable branded templates, negotiate on terms, sign off deals automate recurrent quotes, and timely manage subscriptions. Visibility of all pricing and configuration rules applied. You'll be able to see how exactly was this price calculated at last! Automatic configuration capabilities for bundles and quotes. Configure conditional adding/removing products on the quote level, not just bundle.Starting Price: Free -
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Proposa
Proposa
Proposa takes you from prospect to customer with an intuitive interface that helps you build three times faster than you currently do. With smart insights that legacy applications can't provide, you'll close more. The canvas may be blank but it won’t be for long. The Proposa interface is elegant and simple allowing you to concentrate only on what matters. Proposa provides 5 building blocks that allow for limitless options. Add text, multimedia, tables, lists, or slideshows, with ease. Don’t spend time building what’s already been built. Proposa’s smart templating system allows you to easily use and reuse content from your own library. You don’t have to be a graphic artist to create visually stunning proposals. Proposa handles the design details. Simply add and position your content and you’ll be as impressed as your prospects. Know when you're top-of-mind. Proposa sends real-time open notifications when your prospects open your proposal.Starting Price: $25 per month -
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Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
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ScopeStack
ScopeStack
Build your pricing and statement of work in one simple step. The ScopeStack platform allows you to easily pick and choose features across different technology towers for a simple scoping process. No more long hours behind the computer, managing word templates and editing grammar. The ScopeStack platform automatically builds the scope while you are choosing features and functions. Visually determine which projects are more profitable and use key business metrics to auto approve projects.Starting Price: $500 per month -
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ClientTether
ClientTether
ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. -
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Tispr
Tispr
A productivity suite built for you. We understand the hassle behind the hustle. That's why we make it easier to handle the difficult things so you can spend more time doing what you love most. Get stuff done easier and faster so you can spend less time managing your business and more time on what you do best. Record, report, and get paid for your time—all at the same time. Send lawyer-vetted contracts to your clients in minutes. Keep all your work files in one place and easily share them with your clients. Manage tasks simply and stay organized so you can focus on what's important. Managing your time is one thing. Managing expectations is another. Our tools help ease the challenges that come with keeping your clients up-to-date and informed. Start new client relationships on the right foot with a flexible proposal and estimate builder. Organize and add clients to your customer database to keep track of important details.Starting Price: $16 per month -
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Bonsai
Bonsai
What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.Starting Price: $17 per month -
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WISO MeinBüro
Buhl Data Service
The flexible online office software for sustainable business success. Write convincing offers, tax office-compliant invoices and legally secure reminders right away. Easily do your accounting at the same time. Plan, manage and control all business activities and make your day-to-day work easier. Companies that create more time for the execution of services and the sale of products and thus want to make everyday work easier should use WISO MeinBüro. With the comprehensive functionalities of our intelligent office software, we support companies in the planning, management and control of all company activities. WISO MeinBüro has a large range of functions that facilitate the typical office tasks of companies through intelligent and innovative automatisms and interlocking. This saves time on the one hand and costs on the other. Simplify the handling of every order. Whether Shopify or Shopware connection, with WISO MeinBüro Web you always have an overview of all e-commerce activities.Starting Price: €6 per month -
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iPoint
iPoint
iPoint Solutions is a US-based company developing software for field service companies to streamline their daily operations, optimize their workflows, and convert prospects into sales faster, by offering a comprehensive yet flexible platform solution for your unique business needs. An end-to-end business management platform empowering you to manage every aspect of your company from a single platform. Access real-time performance and metrics of every department, plus get automated daily briefings. Freedom to go paperless at the office, the warehouse, or in the field. Integrate with your mobile device for a truly on-the-go experience. iPoint helps hundreds of companies improve efficiency and profits. Empower your team with the tools to win and manage your entire business on a single platform. Complete jobs faster and cut waste with automated workflows that keep your team in the loop.Starting Price: $105 per month -
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Tended.ai
Tended.ai
Streamline your tender processes with our AI-powered platform. We help you answer questionnaires, win tenders and grow your business. Try it out today, no credit card is required. No more manual data entry. Connect your data sources and we'll take it from there. Our AI produces data-enhanced responses in natural language. Receive a clear overview of all requirements in the tender. Fill the tender automatically with AutoFill and save valuable time. Improve your responses with a little bit of help from AI. Use our collaboration tools to involve your team and get the right people involved. Free up your time and focus on growing your business instead. Our cutting-edge automation technology allows you to complete tenders faster and more accurately than ever before. Unleash the power of your data through seamless integrations with your tools. Enhance your team's productivity with our real-time collaborative tool and notifications.Starting Price: $19 per month -
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Legalesign
Legalesign
Legalesign is UK-based enterprise software to send, sign and manage documents online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.Starting Price: £6.00 ($9.00) -
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Loopio
Loopio
Loopio is a technology company that helps enterprises supercharge their responses to RFPs, DDQs, and Security Questionnaires. It’s been adopted by more than 800+ world-leading organizations, including DocuSign, FedEx, IBM, Sprinklr, and Thomson Reuters, since 2014. Loopio users can create better responses with a searchable library of up-to-date knowledge with their intuitive RFP content management system. The intelligent import and question auto-detection help you kickstart responses faster—no copying and pasting required. Users can also stop answering the same questions over and over again by letting their Magic RFP automation tool respond to FAQs in one click. Loopio’s flexible pricing plans help you leverage the platform’s intelligent content management and automation features for all of your responses. They also offer free trials. -
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RFPMonkey
RFPMonkey.com LLC
RFPMonkey is a content management system for RFPs. Use RFPMonkey to save time and increase communication while responding to RFPs/RFIs. It is tailored for those whose #1 issue is "What is the answer?". We help you curate your library of approved content, periodically expire/re-approve content to keep it fresh, find content using a variety of search options, and track RFP meta-data such as due date, outcome, progress, etc.Starting Price: From $483/quarter -
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infoRouter
infoRouter
Manage and monitor the entire document lifecycle with infoRouter, a scalable electronic document management system (EDMS) for small to medium-sized businesses. infoRouter helps drive efficiency and productivity across the board by providing users the tools to capture, classify, search, share, and archive critical company documents and records. The platform also offers full integration into MS Office tools, multi-language support, and a web services API.Starting Price: $4750.00/one-time/user -
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QorusDocs
QorusDocs
Create business-critical documents more efficiently with QorusDocs. QorusDocs helps sales and business development teams bridge the content gap by offering powerful, intuitive pitch, proposal and content management solutions. With QorusDocs, teams can create accurate and up-to-date pitches, proposals, contracts, RFP responses, and more. QorusDocs is available on premise and in the cloud. Qorus proposal management software empowers your team to create tailored responses for proactive proposals, presentations, pitches, RFIs, RFQs and RFPs 5X faster. Whether you work in Managed IT Services, SaaS, Professional Services, or Legal, our proposal management software is purpose-built to help you stay competitive and simply win more business. With QorusDocs’ QPilot (QorusDocs AI Assistant), QorusDocs further accelerates content research, content generation and continues to simplify collaboration within sales, bid, marketing and business development teams to deliver business critical documents. -
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Professional Document Analyzer
Scion Analytics
The redesigned Professional Document Analyzer leverages AI Natural Language Processing (NLP) for enhanced content analysis and advanced readability. Our recent redesign simplifies the user experience (UX) with a common user interface (UI), delivers enhanced settings for creation and maintenance, and provides enhanced flexibility and reduced complexity to empower both casual users and super users. Analyzes (parse / shred) your RFPs for words like Must, Shall, Will and your custom keywords/phrases – Supports 6 File Types. Create a Compliance Matrix with 2 clicks in an Excel template or MS Word document. Analysis Results panel – Manipulate your analysis results by splitting, combining, annotating, and filtering. Share your Compliance Matrix and reports with 2 clicks.Starting Price: $166.50 per user per year -
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VT Docs
VisibleThread
On average, customers increase their win rate by 9.8% with VT Docs. VisibleThread is a trusted partner to 11 of the top 15 US Government Contractors. Our cutting-edge technology supports thousands of users across a diverse range of organizations, from small businesses to mid-market and large enterprises. VisibleThread's flagship RFP solution, VT Docs, is leveraged across key sectors, including Defense & Space, IT Services, Healthcare, Engineering & Construction, and many more.
