10 Best Proposal Software Tools in 2026

Proposify is a proposal software designed for sales teams to create, track, and sign winning proposals efficiently. It helps businesses accelerate their sales pipeline by providing tools to design on-brand documents, eliminate bottlenecks in the approval process, and centralize content for quick access. The platform aims to increase close rates by minimizing errors through CRM integration, speeding up the signature process with e-signatures, and offering detailed analytics on prospect engagement. It's ideal for busy teams looking to professionalize their sales documents, improve workflow efficiency, and gain insights into proposal performance to tailor follow-up strategies.

Qwilr transforms proposals and quotes into interactive web pages that impress clients and close deals faster. Sales teams create beautiful, mobile-friendly documents with embedded pricing, videos, and e-signatures. The platform tracks engagement so reps know exactly when prospects view proposals and which sections get attention.

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.

Better Proposals is a proposal software platform that helps businesses create, send, and track professional proposals that win more clients. The platform offers beautifully designed templates, interactive pricing tables, legally binding e-signatures, and integrated payment processing to streamline the entire sales proposal process from creation to signed deal. The software features a drag-and-drop editor with over 200 professionally designed templates across various industries. Users can create proposals with interactive pricing tables where clients can select options and see totals update in real-time. Built-in analytics show when proposals are opened, how long recipients spend on each section, and provide insights to improve close rates. Better Proposals integrates with popular CRM systems like HubSpot, Salesforce, and Pipedrive, as well as payment processors including Stripe, PayPal, and GoCardless. The platform supports team collaboration with approval workflows, commenting, and simultaneous editing. White-label options allow agencies to present proposals under their own brand with custom domains.

Conga offers a comprehensive suite of solutions designed to automate and streamline critical business processes across the revenue lifecycle. It integrates CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), and Document Automation into a single platform, powered by purpose-built AI. This platform helps businesses increase win rates, mitigate contract risks, improve compliance, and enhance operational efficiency by automating tasks and providing predictive analysis. Specifically, Conga CLM focuses on standardizing contract creation and management, eliminating rogue contracting, and providing visibility into contract processes. Conga Composer is a document generation software that automates the creation of accurate, on-brand documents from various data sources, supporting multiple formats and complex content. Conga Sign provides a compliant, secure, and customizable eSignature solution for capturing effortless electronic signatures, ensuring legal binding and audit trails. The platform is designed to work seamlessly with existing CRM and ERP systems, breaking down silos and unifying revenue data across departments like sales, legal, finance, IT, and procurement.

Bonsai is a comprehensive business management software designed for service businesses, including freelancers, agencies, and consultancies. It consolidates various operational aspects into a single, integrated platform, aiming to streamline workflows and improve efficiency. The platform offers robust client management tools, including CRM, proposals, contracts, and scheduling, to help businesses acquire and manage clients effectively. For project management, Bonsai provides features like task management, time tracking, Gantt charts, and resource planning to ensure projects are delivered on time and within budget. Additionally, its finance management capabilities cover invoicing, payments, expense tracking, budgeting, and detailed financial reporting, automating billing processes and providing financial clarity. Bonsai aims to reduce administrative overhead, allowing users to focus more on their core services and client work.

Aisle Planner is an all-in-one software platform designed for event professionals to manage their entire business, from lead generation and sales to comprehensive event planning and project management. It provides tools for lead management, customizable CRM, branded proposals, quotes, contracts, e-signatures, and integrated payment processing to streamline the booking process and convert leads into clients. Once a lead is booked, Aisle Planner facilitates a seamless transition into event planning with features like timeline creation, CAD-based layouts, vendor management, budget tracking, and a full project notebook. It supports collaboration with clients, teammates, and planning partners through an in-platform portal with customizable permission settings. The platform is suitable for various event industry professionals including planners, venues, caterers, florists, photographers, stylists, and entertainment providers, offering a centralized 'source of truth' for all event details.

DealHub is an AI-powered platform designed to automate and optimize the entire quote-to-revenue process, from configuring prices and generating quotes to managing subscriptions and billing. It aims to eliminate the complexities and inefficiencies often associated with sales operations, enabling businesses to accelerate their go-to-market strategies and improve customer experience. The platform offers a comprehensive suite of tools including a robust CPQ (Configure Price Quote) engine for accurate and fast quoting, a Contract Lifecycle Management (CLM) system for streamlined contract creation and negotiation, and a DealRoom for enhanced buyer-seller collaboration. Additionally, DealHub provides advanced subscription and usage billing capabilities, along with comprehensive revenue analytics, making it suitable for companies looking to scale and manage recurring revenue models efficiently. It integrates with popular CRMs and ERPs, ensuring a connected and automated sales and finance workflow.

Bookipi offers a comprehensive suite of AI-powered tools designed to help freelancers and small business owners manage their operations from lead generation to payment. It aims to streamline various administrative tasks, reducing the need for multiple disconnected tools. The platform provides functionalities for invoicing, contract generation, proposal creation, presentations, customer relationship management (CRM), website building, timesheets, and cash flow tracking. The product is built for busy business owners, not tech experts, featuring an intuitive interface and guided onboarding to ensure ease of use. Its AI capabilities are applied strategically to tasks like website building, document generation, and appointment handling, allowing users to focus on core business activities. Bookipi helps users generate leads with its AI Website Builder, nurture them in the CRM, schedule meetings, send documents, and get paid online, all within a single workflow.

Invoice2go, from BILL, is a comprehensive invoicing and business management solution designed specifically for small businesses and freelancers. It streamlines the process of creating professional estimates and invoices, allowing users to send them quickly and track their status. The platform aims to help businesses win more work, save time on administrative tasks, and improve cash flow by offering flexible payment options and automated reminders. Beyond invoicing, Invoice2go provides tools for managing expenses, scheduling appointments, tracking billable hours, and generating business reports for critical insights. It also integrates with accounting software like QuickBooks and Xero for simplified bookkeeping. With mobile apps for web, iOS, and Android, it enables business owners to manage their operations on the go, ensuring all information is synced across devices. The platform supports various payment methods, including bank transfers, credit/debit cards, and PayPal, and offers features like recurring invoices and dedicated phone support for premium users.