Best Proposal Management Software

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.

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.

Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.

Better Proposals helps you create, send, track, and sign business documents in just a few minutes. With over 200 pre-written and pre-designed templates for proposals, contracts, sign-offs, and more, it takes the work out of document creation. Its 40+ integrations enable you to automate your entire sales process by using only one platform. Modern, on-brand proposals that streamline your sales process. Sent, tracked, and signed in minutes. Impress at first glance. A professional first impression goes a long way towards closing any deal. Luckily, we know what’s important, what to avoid, and how to create a powerful image that builds immediate trust, and it's all built into Better Proposals. Track the proposals you send and get real-time updates as your clients read, sign, and send them back faster than ever. With Proposal AI's automatic suggestions, you'll convert more by discovering exactly what's working in your industry.

Revv gives businesses the speed and brand consistency in their documents to stand out from competitors. It’s the ideal wingman, supporting entrepreneurs in their dream of running a business, one document at a time. The intuitive user interface and 1000+ vetted, pre-formatted templates, encourage users to be self powered, requiring no code or special skills to set up and manage. Documents are smartly organized, created, reviewed, shared & eSigned in one central place so that you can focus on your job. Use Revv’s machine learning abilities to competently navigate and analyze complex counter-party documents and reduce dependency on experts. Integrate with business systems such as CRM and payments via Zapier or simply connect to Google sheets to import data into documents. Key features 1000+ ready to use, pre-formatted templates Easy to use document editor Smart document repository with support for attachments Integrate apps via Zapier, native APIs Get documents filled & eSigned

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 residency

DealHub's award-winning Revenue Amplification Platform offers the most complete and connected revenue workflow for your organization. Our zero-code solution empowers visionary leaders to connect their teams and processes, execute deals faster, and create predictable pipeline more effectively than ever before. Our platform centralizes B2B buyer communications and connects every stage of the sales lifecycle – all from one easy-to-use guided selling playbook. DealHub customers benefit from increased average deal size, faster time-to-revenue, greater sales rep productivity, and real-time buyer intent data. Our Revenue Amplification Platform includes: Configure-Price-Quote (CPQ) Contract Management Subscription Management DealRoom DealHub integrates natively with Salesforce, Microsoft Dynamics 365, Freshworks and other leading CRMs. Visit dealhub.io to accelerate your sales and revenue operations.

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.

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.

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.

Founded in 2003, Intelometry, Inc. is a Technology and Consulting Services Company that specializes in retail electricity and natural gas market operations. Intelometry clients consist of retail energy suppliers, large energy users and user groups, and consulting firms located across the continental U.S. Intelometry’s product lines and offerings fall into three primary categories including: • Retail energy transactional software developed and supported by Intelometry for use by retail energy suppliers, energy brokers, and large end users • Consulting services specializing in retail energy market operations, regulatory matters and new market entry • Production and distribution of retail energy data critical to market operations and analysis Key Intelometry staff have held senior management roles in prominent energy companies and consulting firms. This real world experience affords our team a high level of credibility and insight when working with our clients.

Notch is a modern proposal and document builder tailored to small sales teams and agencies. It allows teams to collaborate effectively with their clients, track progress, and close deals faster. Key Features: - Shared Spaces: Seamlessly share proposals and documents with our simple Space builder. - Signatures: Incorporate e-signatures to get client approvals and close deals. - Interactive Offer: Create customizable proposals that clients can interact with, selecting or adjusting service packages directly. - Interactive Tasks: Assign tasks within the document, enhancing clarity on responsibilities and deadlines. - Space Analytics: Analyze client interactions to optimize content and increase engagement. Notch is ideal for small teams aiming to streamline workflows and improve sales efficie.ncy