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What are the best proposal software?
Here are the best proposal software on the market to help you close more deals.
1. Prospero.
Best global proposal software.
Prospero is the best proposal software overall because it's easy to use and has a wide range of templates for different types of proposals. I recommend Prospero to small businesses and startups that want to excel in the proposals they create.
- Rating: 9.4/10
- Best for: In general
- Price: $10/month
- Yearly discount: Yes - Save 20%
Try Prospero
If you want to make professional proposals, Prospero is the software you need.
It offers a wide range of models and allows you to quickly create beautiful proposals.
With up to 3x faster proposal creation (compared to other software) and multiple templates to choose from, Prospero is a powerful proposal tool that will help you close more deals.
Make a favorable first impression by creating beautiful and professional proposals that include your brand image, your company logo, and your color palette to make them stand out.
It is also possible to include your electronic signature and various signers by adding contact information.
Prospero integrates with other software like your CRM, accounting software, and billing software so you can keep all of your data in one place.
Features
- Multiple templates for a variety of jobs are available, ensuring that your proposals always look professional.
- You can create faster proposals as part of a standardized proposal process.
- The sections for accelerated content production mean you always know what the next action step is.
- With just a few clicks, you can add your company logo and color palette, as well as electronic signatures and signers.
Pricing
You can try Prospero for free for 14 days, after which you can pay $10 per month, or $8 billed annually.
2. Jotform.
Best for customizable proposal forms.
Jotform can help you save time by automating the proposal process and giving you access to a variety of templates that you can use to create proposals quickly and easily.
- Rating: 8.7/10
- Best for: Personalization
- Price: $0/mo-$79/mo
- Yearly discount: Yes - Save 21%
Try Jotform
Jotform provides you with solid, robust forms that you can use to create proposals.
You can then quickly customize them to your customer's specifications.
Jotform believes that an appropriate selling proposition makes all the difference, and that's why they offer a wide variety of templates for you to choose from.
You can also use their drag-and-drop form builder to ease the process, allowing you to go from random work to creating quality proposals in no time.
With Jotform, you can easily keep track of all of your submissions and make changes on the go.
You can also receive real-time notifications when someone fills out your form, allowing you to be immediately responsive.
Features
- Collect subscription fees and donations using automation.
- Connect your business to other applications and services for a more seamless experience that saves you time and money.
- Get real-time notifications when someone fills out your form, so you can take the necessary action.
- Create forms in minutes with a drag-and-drop form builder.
- Build applications for your business (without the need for coding) to automate your work and save time.
Pricing
Three pricing plans are available:
- Beginner: free
- Bronze: $24 per month
- Silver: $29 per month
- Gold: 79 dollars per month
- Business: Contact their support team for more information
All of these items are billed annually.
3. HoneyBook.
The best way to follow the evolution of a proposal.
HoneyBook allows you to know the status of each proposal in order to follow up on it. By knowing what stage a proposal is at (and whether it was seen in the first place), you can confidently move on to the next business.
- Rating: 8.6/10
- Best for: Site monitoring
- Price: $39/mon-$390/year
- Annual discount: Yes - 2 months free
Try HoneyBook
HoneyBook offers you everything your business needs to send the right proposals to potential customers.
With end-to-end proposal software, you can easily create proposals and track their evolution until they are finally accepted or rejected.
HoneyBook also offers templates that you can use to get started quickly and easily.
You can also create custom proposals that reflect the unique style and personality of your business.
Plus, you can keep all of your customer data in one place, so you always have the most up-to-date information.
Features
- All of your accounting, billing, contracting, payment, and other transactions can be found in one place.
- Safe and easy digital payments allow you to get paid quickly.
- Payment schedules and reminders ensure you never miss a payment.
- Detailed reports give you insight into the performance of your business.
- Professional and flexible billing allows you to be paid at your fair value.
- Automated contract creation saves you time and hassles.
Pricing
Three pricing plans are available, two monthly and one annual, as follows:
- Unlimited: $39 per month
- Unlimited annual: $390 per year
4. Better Proposals.
Best for team collaboration.
I recommend Better Proposals to businesses that want top-notch quality without having to sacrifice speed when it comes to sending business proposals that convert.
- Rating: 8.1/10
- Best for: Teams
- Price: $13/mo-$42/mo
- Yearly discount: Yes - Save 35%.
Try Better Proposals
Better Proposals is ideal for businesses that want to get paid more quickly than usual while maintaining a high quality product.
They offer proposal software that makes creating proposals easy and fast, allowing you to get the agreements you need without having to sacrifice speed or quality.
If you want to impress your customers, Better Proposals offers you a wide variety of templates to choose from that will make you look professional every time.
Converting more transactions and increasing the number of paying customers is facilitated by Better Proposals, which uses AI and automatic suggestions to find out what works in the industry.
If you want your entire team to be on the same page, Better Proposals also offers a team collaboration feature that makes it easy to manage proposals.
Features
- More than just proposals, you'll be able to get contracts, invoices, and quotes all in one place.
- You can automate contract creation using an automated form builder.
- With safe and easy digital payments, you can get paid faster and easier than ever.
- Easily keep track of all your customer data, so you always have the most up-to-date information.
- The reports allow you to get an idea of how your business is performing.
Pricing
There are three possible choices, as follows:
- Starter: $13/user
- Premium: $21/user
- Business: $42/user
5. Bonsai.
Best solution for managing multiple products.
If you want your proposals to look as professional as possible, Bonsai is a great option. You can use one of the many templates available or create your personalized proposal from scratch, adapting it to your brand image.
- Rating: 7.8/10
- Best for Management
- Price: $17/mo - $52/mo
- Annual discount: 2 months free
Try Bonsai
Bonsai helps you with the entire process of creating, sending, and following up on proposals.
You can create proposals that reflect the unique style and personality of your business through brand templates and icons.
Create your brand image and special services with flexible proposal templates that meet all of your needs.
Additionally, you can add one or more products to a proposal and manage inventory.
Allow your customers to accept your offers on any device and at any time, making the process easier for all parties involved.
Additionally, you also have the opportunity to know when they reviewed your proposal and accepted it.
Features
- Create high-quality proposals with a wide range of templates to choose from.
- Drag and drop products to create proposals in minutes.
- Selling service packages to increase profits and provide better service to customers.
- Streamline the signing process and get the approvals needed to speed up transactions.
Pricing
Two plans are offered by Bonsai:
- Beginner: $17/month
- Professional: $32/month
- Business: $52/month
Both are paid on an annual basis.
6. Qwilr.
Best for scaling up your proposals.
Qwilr helps seal the deal with modern proposal software that makes creating proposals easy and quick.
In addition, Qwilr offers entrepreneurs a wide range of features that will make your business look more professional than ever, allowing you to command respect from your potential customers.
You can save your salespeople time by using Qwilr to create proposals that are easy to understand and visually appealing without them having to start from scratch every time.
Plus, as your team grows, you can easily add users to help manage new business as they come up.
If you want to speed up the conclusion of contracts, Qwilr is the ideal proposal software for you.
Features
- Stay consistent with your brand as your sales team grows using Qwilr's built-in templates and themes.
- Make your proposals look amazing with drag-and-drop design features.
- Stand out from the crowd with Qwilr's professional PDF capabilities.
- Use their ROI calculator to get an instant overview of how much money you can make with a proposal.
- One-click access to personalized proposals
Pricing
With Qwilr, there are two plans to choose from.
- Business: $35 per month
- Business: $590 per month
These two items are billed annually.
7. QuoteWerks.
Best for providing business information.
QuoteWerks is a proposal software that allows you to quickly create quotes for your products and services.
Used in your CPQ and quote-to-cash sales process, QuoteWerks helps you increase your success rates and close deals.
Sales reps can use this proposal template software for a simple but effective quoting process to reduce the time spent creating quotes.
Additionally, if you want to reduce errors and bad quotes, use QuoteWerks to automate important steps.
Their management reports also give you insight into the performance of your business.
Features
- QuoteWerks CPQ can help you improve customer relationships and accounting efficiency by automating the quoting process.
- Integrated to the most common CRMs for greater efficiency, QuoteWerks can help you get the most out of your CRM investment.
- With the electronic signature, you can shorten the cycle between quotation and collection, allowing for faster payments.
- Customers can make credit card or ACH payments via the Internet.
- Collect deposits and partial payments through the integration of over 80 gateways.
Pricing
With a variety of monthly billing options, QuoteWerks can work with businesses of any size through the following plans:
- Standard edition: $15.00 per user
- Professional edition: $20.00 per user
- Corporate Edition: $29.00 per user
Other online proposal software not covered in this article includes Proposify, Pandadoc, Salesforce, Nusii, Zapier, and Hubspot.
What is proposal software?
A business proposal is a document that offers a product or service to a potential customer.
It usually contains information about the company, the product or service offered, prices, and contact information.
Proposal software (sometimes called proposal management software) helps freelancers, salespeople, and various businesses create, manage, and track proposals.
The problem is that the process of creating a proposal can be long and difficult.
Proposal software can automate much of this process, making it easier and faster to create proposals.
Additionally, proposal software can help businesses analyze things, including tracking proposals, measuring success, and improving business success rates.
The best proposal management software tools ensure that your proposals are professional, accurate, user-friendly, and easy to understand.
It also helps you stay loyal to the brand and keep customer contact information.
Businesses that want to increase their success rate and close more deals should consider using proposal software.
There are several proposal management tools out there, but the best proposal management software for a small business depends on its specific needs.
Characteristics to consider when choosing
Here are some key features to consider when choosing proposal software.
Project management
Various proposal tools include project management functions, which can help you manage various aspects of your business.
Project management features can help you track the progress of your proposals, meet deadlines, assign tasks to team members, and more.
This can help ensure that your proposals are delivered on time and on budget.
Brand consistency
Your business brand should be consistent across all proposals, marketing materials, and other communications.
Proposal software can help you maintain brand consistency by providing templates and design tools that help you create professional-looking proposals.
It can also help you compile a library of your company's logos, fonts, and other branding elements.
This can help make your proposals look like they're part of a cohesive brand.
Proposal Writing Process
The best proposal software can automate much of the proposal writing process.
This includes inserting information about the company, products and services, prices, contact details, and much more.
All of this can help you create custom templates that reflect your company's unique brand.
It can also save you time and ensure that your proposals are formatted properly.
Content library
The right proposal design software can also help you create a content library.
It's a collection of all the information and resources you might need to create proposals, including templates, logos, fonts, and images.
Customer relationship management
The success of a sales team depends on establishing and maintaining strong relationships with customers.
Good customer relationship management (CRM) software can help you do this by keeping track of customer contact information, past purchases, and other critical data.
Pricing
The price of proposal software can vary considerably, depending on the characteristics and capabilities of the tool.
Choosing a proposal tool that fits your budget while meeting your business needs is critical.
Personalized sales proposal documents
Sales document projects are not one-size-fits-all software solutions.
Personalization is essential when it comes to the final proposal sent to the customer.
Many of the best proposal writing software offers a high degree of customization so that your proposals look like they came from your business and not from a standard template.
Most software is also interactive and allows you to precisely change the layout according to your needs.
FAQs
What does it mean to sign proposal documents?
Proposal software allows you to create electronic versions of your proposals and send them with your electronic signature included.
So you can spend less time and money by eliminating printing and mailing proposals.
It can also help you track the status of proposals and get feedback from customers.
What is a request for proposal in business?
A Request for Proposal (RFP) is a document that businesses use to solicit proposals from potential sellers.
The RFP usually contains a description of the product or service that the business wants to buy and the seller's requirements.
Proposal software can help you create proposals that meet the requirements specified in a tender.
What types of permissions are required in proposal documents?
Most proposal software allows you to save proposals in a locked format that requires a password to be opened.
This ensures that unauthorized persons do not see your proposals, helping to protect confidential business information.
What are the essential measures for monitoring proposal documents?
Many proposal software providers offer reporting functions that allow you to track the status of proposals and measure their success.
This data may include the number of proposals submitted, those waiting to be reviewed, and documents that are approved and declined.
All of this data can help you determine which businesses are your best customers and which require more work to get accepted.
It can also help you identify areas for improvement in your sales process.
What are the standard payment service providers in businesses?
Most proposal software providers accept all common forms of payment, including credit cards, PayPal, Stripe, and Amazon Pay.
Summary.
If you are looking for software that can help you close more deals, you should consider using proposal software in your business.
This type of software can automate most of the proposal writing process, making it easy to create professional-quality proposals.
To summarize, the best proposal software at the moment is the following:
- Prospero: Best global proposal software.
- Jotform: Best for customizable proposal forms.
- HoneyBook: Better for following the evolution of proposals.
Review all of the features offered by a proposal tool before deciding, and be sure to choose software that fits your budget and needs.
Have you used proposal software before?
If yes, what do you think?
Let me know in the comments below.
