Best Proposal Software (2024) for winning more deals

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From my own experience, I can say that proposal software is very helpful in sales because it makes the proposal and request for proposal (RFP) processes easier and more automated. There are many useful features in proposal software that sales professionals like me can use. These include quickly creating documents in different file formats, sharing documents easily across multiple channels, and keeping an eye on how well RFPs and proposals are working to make sales.

From what I’ve seen, offers are often the first and most important step in starting a business relationship. So, salespeople have to send proposals with useful, consistent, and highly customised material that is based on each customer’s profile and unique needs. Proposal tools have helped me a lot with sales and building partnerships, making it easier to combine important software solutions. Customer relationship management (CRM) software, configure, price, quote (CPQ) software, e-signature solutions, and financial software are often included in these integrations. This makes the sales process more streamlined and effective.

What is a Proposal Software?

The term “proposal software” refers to a product that is hosted in the cloud and enables organisations generate, manage, and distribute proposals to prospective clients. It automates a large number of the processes that are involved in the process of making proposals, such as generating quotes, inserting boilerplate content, and building individualised templates. This can save companies a significant amount of time and work, and it can also assist them in developing proposals that are more professional and convincing.

Best Proposal Software Comparison Table

Template libraries, opportunities for customization, collaborative tools, electronic signatures, tracking and analytics, integration capabilities, and user-friendly interfaces are some of the key elements that should be taken into consideration.

Feature	Document Creation	E-Signatures	CRM Integration	Content Library	Collaboration Tools	Document Analytics	Website Link
PandaDoc	Templates, drag-and-drop	Yes	Yes	Yes	Real-time collaboration, comments	Yes	Visit Website
RELAYTO	Interactive content	Yes	Yes	Limited template options	Multiple users can work together	Detailed analytics and tracking	Visit Website
Proposify	Professional templates	Yes	Integrates with popular CRM systems	Storage for reusable content	Clients can comment and approve proposals	Proposal tracking and insights	Visit Website
Qwilr	Interactive and mobile-responsive proposals	Yes	Integrates with CRMs and other applications	Limited template options	Real-time collaboration and comments	Real-time tracking and client engagement data	Visit Website
Jotform	Easily create custom online forms	Available with paid plans	Integrates with various apps and services	Automation and Workflows	Mobile-responsive forms	Data insights and reporting tools	Visit Website

List of the Best Proposal Software

The term “proposal software” refers to a digital application that assists organisations in the process of developing, managing, and delivering proposals to customers. It is vital for expediting the process of proposing new projects or contracts, raising professionalism, and increasing efficiency.

Businesses might benefit from creating proposals that are more professional and compelling, tracking client interaction, and ensuring timely follow-ups by using software designed for that purpose. These characteristics contribute to a greater win rate and more successful client acquisitions overall.

PandaDoc

Feature	Description
Document Creation	Templates, drag-and-drop editor
E-Signatures	Yes
Payment Processing	Yes
CRM Integration	Yes
Content Library	Yes
Collaboration Tools	Real-time collaboration, comments
Document Analytics	Yes
Mobile Access	Mobile apps and responsive design
	Visit Website

From my own experience, PandaDoc has been very helpful for more than 50,000 users, including me. Notarizing, creating, managing, and e-signing papers is made incredibly easy with this software. One thing that makes PandaDoc stand out is that it can digitise and centralise processes, getting rid of the inefficiencies that can slow down work.

As someone who has used PandaDoc, I can say that it helps me focus on important chores without getting sidetracked by time-consuming paperwork. You can learn more about PandaDoc site, which also has information on prices and product features.

RELAYTO

Feature	Description
Interactive Documents	Interactive content, videos, links
Document Analytics	Detailed analytics and tracking
Real-time Collaboration	Multiple users can work together
Template Library	Limited template options
Brand Customization	Custom branding and white-labeling
Integration Capabilities	Integrations with CRM and marketing tools
Mobile Accessibility	Mobile-responsive content

RELAYTO has their own live buying experience that I used to learn more about what they can do. You can check it out here: RELAYTO-Powered Buying Experience. What started out as a standard presentation has been turned into an interactive journey, which is pretty cool.

The process of using RELAYTO is easy. Bring in PDFs and presentations that you already have and add to them with text, images, videos, music, and links to websites and social media. The easy-to-use builder lets you add interactive features to your content, which makes it more interesting and useful. When your live experience is ready, it’s easy to share it with your team so they can see it right away on their computers or phones.

Proposify

Feature	Description
Proposal Templates	Professional proposal templates
E-Signatures	Yes
Client Feedback	Clients can comment and approve proposals
CRM Integrations	Integrates with popular CRM systems
Content Library	Storage for reusable content
Analytics and Tracking	Proposal tracking and insights
Mobile Access	Mobile-responsive proposals

Through my own experience, I’ve learned that Proposify has a large library of templates that can be quickly changed to match your company’s brand using a simple drag-and-drop editor. For consistency’s sake, this makes sure that every plan your team sends looks professional. Like PandaDoc, one thing that makes Proposify stand out is how well it works with other popular tools.

With this integration, users can quickly get to data from CRMs like SalesForce and HubSpot, which makes it easier to make personalised offers. But from what I’ve seen, Proposify really shines when it comes to rights. It’s helpful for sales managers to be able to accept templates, images, fees, and other content ahead of time. This will make sure that your sales reps never send out proposals with out-of-date or wrong information. This will help make your business proposals more professional and correct.

Qwilr

Feature	Description
Interactive Proposals	Interactive and mobile-responsive proposals
Analytics and Tracking	Real-time tracking and client engagement data
Integration Capabilities	Integrates with CRMs and other applications
Proposal Templates	Templates designed for different industries
Collaboration Tools	Real-time collaboration and comments
Branding and Customization	Custom branding and white-labeling
Mobile Accessibility	Mobile-responsive content

From my own experience, this app’s unique method is what makes it different from the other tools we’ve talked about. Qwilr isn’t good at making standard PDF proposals; it’s much better at making beautiful, engaging, and mobile-friendly web pages. Qwilr has a library of templates that you can fully customise by adding your own personal branding, video greets, product demos, and even Google Maps integration.

It goes even further by letting you use eSignatures and payments through Stripe and Xero without any problems. In addition, Qwilr works well with many CRM systems, just like some of the other proposal software this piece talks about. This integration makes it easier to add information about prospects straight to your proposals, which saves you time and makes sure the information is correct.

Jotform

Feature	Description
Form Creation	Easily create custom online forms
Integration Capabilities	Integrates with various apps and services
Automation and Workflows	Workflow automation for form responses
Reporting and Analytics	Data insights and reporting tools
Collaboration Tools	Share forms and collaborate with others
Mobile Accessibility	Mobile-responsive forms
E-Signatures	Available with paid plans

As an online programme, Jotform possesses exceptional potential, which I can speak to based on my own personal experience using the platform. It makes it possible for users, irrespective of their level of technical expertise, to effortlessly build individualised online forms. The user interface is not only easy to understand, but it also has a practical drag-and-drop capabilities, which removes the requirement to get involved in the programming.

Because of Jotform, I’ve been able to rapidly create and publish forms that are tailored to my particular requirements. The platform provides a wide variety of possibilities for customization, which may be utilised for a variety of purposes including polling, providing feedback, registering for events, and more. In addition, the incorporation of these forms into my website was an extremely smooth process, which improved both the user engagement and the data collecting.

Importance of Proposal Software for Businesses

The capacity of proposal software to streamline and improve a variety of aspects of the process of creating and managing proposals gives it a considerable place among the most important software applications for organisations. An explanation of why organisations absolutely need to invest in proposal software is as follows:

• Efficiency and Time Savings: The production of proposals is made easier and more automated by using proposal software, which results in time and labour savings. It provides pre-made templates, editing by drag-and-drop, and the option to reuse previously created content. Because of this, the amount of time and effort required to prepare professional proposals is greatly reduced.
• Branding and Consistency: Proposal software allows businesses to provide a branded and consistent image that is both professional and consistent. The brand guidelines of the organisation should be followed in every aspect of the proposal, including the typefaces, logos, colours, and formatting, and templates ensure this.
• Customization: Businesses now have the ability to modify their proposals to meet the specific requirements of each individual customer thanks to proposal software. Options for customization make it possible to include certain details, services, and pricing that are relevant to the person who will be receiving the proposal.
• Collaboration: Collaboration is made easier with many different software options that are available for proposal writing. It is possible for multiple members of the team to work simultaneously on a proposal, which makes it much simpler to collect feedback and expertise from a variety of departments.

How to Choose the Right Proposal Software?

Here are some things you should think about when picking the right proposal software for your business:

• Things: Which things are important to you? Do you need proposal software that can help you make and handle proposals, keep track of how engaged your customers are, and get electronic signatures?
• How easy it is to use: How easy is it to use the plan software? Can your team members learn how to use it quickly so they can make plans that look professional?
• Integration: Does the proposal software work with the CRM, ERP, and other business tools you already have? This will save you time and help you get more done.
• Costs: How much does the programme for making proposals cost? It’s important to look at how much different options cost so you can choose one that fits your budget.
• Help: Does the company that makes the proposal programme have good customer service? If you need help with the software, you should be able to get it quickly and easily.

Questions and Answers