Best Free Proposal Software in 2026

Automate proposals, quotes, and contracts with e-signatures and analytics

4.1/5 across G2, Capterra and SourceForge · 5,319 ratings, Sep 2026

PandaDoc is document automation software for proposals, quotes, and contracts. Drag-and-drop editor creates professional documents quickly. Content library stores approved blocks for reuse. E-signatures and payments built-in. CRM integrations with Salesforce, HubSpot, and Pipedrive. Analytics show when documents are viewed and signed. Close deals faster with documents that track themselves.

The largest real-time construction network for streamlined preconstruction bid and risk management.

4.5/5 across TrustRadius, G2 and Capterra · 256 ratings, Sep 2026

BuildingConnected is a comprehensive preconstruction software solution that connects owners, general contractors, and subcontractors through a real-time network. It simplifies the bid and risk management process by providing tools for finding and qualifying subcontractors, managing proposals, and tracking bid invites. The platform is designed to increase ROI for general contractors and owners by centralizing bid management. For risk teams, it offers automated analysis and recommendations to mitigate risks associated with subcontractors. Subcontractors benefit from increased visibility, enabling them to get discovered and win more bids by centralizing their bid tracking and collaboration efforts.

Accelerating solar adoption globally with free software for design, sales, and project management.

OpenSolar provides a comprehensive, free software platform designed for solar professionals to streamline their entire workflow, from initial design and sales proposals to project management and payments. It empowers solar installers and companies to efficiently create accurate solar system designs, generate detailed sales proposals, and manage customer projects. The platform also connects solar customers with qualified professionals for tailored quotes. OpenSolar is committed to accelerating the adoption of solar and renewable energy worldwide by offering its class-leading software completely free of charge. This approach benefits over 28,000 active solar professionals in more than 185 countries, facilitating the growth and efficiency of the solar industry.

Securely share and track your sales and business documents with real-time insights.

DocSend is a document sharing and tracking platform designed primarily for sales teams, fundraisers, and business development professionals. It allows users to securely share various types of documents, such as sales proposals, pitch decks, contracts, and marketing materials, while gaining valuable insights into how recipients interact with the content. The platform provides detailed analytics, showing who viewed the document, when they viewed it, and which pages they spent the most time on. Beyond basic sharing, DocSend offers features for controlling access, setting expiration dates, and updating documents even after they've been sent. This ensures that recipients always see the most current version and that sensitive information remains protected. It integrates with popular CRM systems and other business tools, streamlining workflows for sales enablement and content management. DocSend helps users understand engagement, optimize their content, and ultimately accelerate their sales cycles and fundraising efforts.

Streamline your janitorial service proposals and win more bids.

Janitorial Bidding Software is a specialized tool designed to help janitorial and cleaning service businesses create accurate, professional, and competitive bids. It aims to simplify the complex process of estimating cleaning jobs by providing structured templates, calculation tools, and proposal generation features. This software is ideal for small to medium-sized cleaning companies looking to improve their efficiency in creating proposals, ensure consistent pricing, and present a professional image to potential clients. The platform focuses on reducing the time spent on manual calculations and proposal writing, allowing users to generate detailed bids quickly. By standardizing the bidding process, it helps businesses avoid common errors, account for all relevant costs, and ultimately increase their win rate for new contracts. It's built for owners and estimators in the janitorial industry who want to professionalize their sales process.

Streamline operations and drive growth for cleaning and field service businesses.

JaniBid is a comprehensive business management software specifically designed for janitorial, office cleaning, maid service, pressure washing, window washing, and carpet cleaning businesses. It provides a unique management system that has been tested and proven over 10 years to streamline processes, enhance organization, and promote rapid growth. The software helps business owners manage everything from initial client walkthroughs and proposals to sales, contracts, hiring, scheduling, check-ins/check-outs, and invoicing. The platform aims to save business owners hundreds of hours by centralizing critical operational tasks. It reduces staff phone calls by providing mobile access to directions, alarm codes, and schedules, and offers peace of mind through work audits and activity tracking. JaniBid focuses on implementing robust business processes, enabling companies to move from struggling to growing by providing proven operating, scheduling, and proposal systems.

Find, manage, and win grants with a unified workflow

GrantCue is grant discovery and management software for nonprofits, research institutions, SBIR/STTR startups and public-sector teams. It brings federal, state and foundation funding listings into one searchable catalog, with eligibility filters, saved searches and alerts when new matches appear. Saved grants move through a pipeline with deadlines, tasks, assignees and reminders, so a team can see what is due and who owns it. On the Team plan, a proposal assistant helps draft application sections, and reporting tracks awards and what is owed after them. A free plan covers one user. Paid plans offer multiple tiers, with a trial period for the Team plan, and nonprofits receive a discount.

Create documents from templates, assign signer roles and track signature status.

PandaDoc's MCP server lets an AI assistant drive document and e-signature workflows through the platform's API. An agent can list available templates and content library items, create a document from a template while filling merge fields and pricing table values, assign recipients to their signer roles, send the document out for signature, and then check its status as it moves from draft through viewed, completed or declined. The useful part is the handoff between drafting and sending. Sales and operations teams assemble the same agreement repeatedly with different values, so an assistant that already holds the deal details can generate the document, attach the right signer, and report back when it is signed, without a human retyping fields into a form. Reading document metadata and downloading a completed file closes the loop for archiving or updating a CRM record. It targets revenue operations, sales teams, HR and anyone who sends contracts, proposals or offer letters through PandaDoc, plus developers automating those flows. The server authenticates with a PandaDoc API key, so document access is limited to the workspace behind that key, and it follows standard MCP transports so it works in Claude Desktop, coding agents and other compatible clients where the surrounding deal context already lives.

Streamline sales, automate pricing, and accelerate revenue with smart CPQ software.

Maxio CPQ is a Configure Price Quote software designed for SaaS businesses to optimize their sales process from quote to cash. It standardizes quoting, automates approval workflows, and ensures seamless data synchronization across billing platforms and CRMs. By eliminating manual rework and automating pricing, Maxio CPQ helps sales teams close deals faster and improve overall efficiency. This platform is ideal for SaaS companies looking to manage complex configurations, dynamic pricing, and real-time collaboration within their sales cycle. It provides tools for accurate quote generation, rule-based approval workflows, and detailed CRM synchronization, enabling better pipeline visualization, reporting, and identification of upsell/cross-sell opportunities. Maxio CPQ also supports managing mid-term amendments, renewals, and expansions with correct co-terming and proration, ensuring revenue capture and a unified contract timeline.

Turn building areas into janitorial bids clients can compare and sign online

Outscoped is proposal and bidding software for commercial cleaning and janitorial companies. You enter each area of a building with its square feet and cleaning frequency; Outscoped converts that into monthly labor hours using editable production rates, then applies your wage, payroll burden, supplies, overhead and margin to price up to 3 options. Clients open the proposal by link or PDF on any device without an account, choose an option and add-ons, and sign online.