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11 Min. Read

10 Best Proposal Software for 2024

Proposal Software

A well-crafted and interactive proposal can lead to a sale, new client, or closed bid. But, proposal creation can be time-consuming, overwhelming, and complicated. Proposal management software can help by streamlining the process through template creation, unified branding, and automation. 

How do you choose the right proposal software solutions for your business? FreshBooks made it simple. We reviewed the top 10 business proposal software for you. Read on to learn more about the pros, cons, and pricing of proposal generation software.

Table of Contents

Top 10 Best Proposal Software

We reviewed the pros and cons of the top 10 proposal software solutions and created the list below to help simplify your decision-making process.

Take The Guesswork Out Of Estimates

1. FreshBooks (Best Overall)

Features

FreshBooks online proposal software can help you show the value of your business to potential customers, save time, and win clients with professional-looking documents and better proposals.

A sharp proposal offers all the details in one easy-to-read document. FreshBooks business proposal software can streamline the proposal creation process through templates, automation, and payment features. 

FreshBooks software features an audit trail and offers in-app commenting so you can align timelines, adjust details, get approval, and utilize e-signature capabilities to finish the deal. Move to the next step by converting the proposal to an invoice.

FreshBooks Estimate Software helps you set clear expectations with your clients, ensuring their satisfaction. With the Client Management Software feature of FreshBooks, you can track past proposals and invoicing and keep other critical information in one place.

FreshBooks has a mobile app for on-the-go proposals to maximize your time. Never miss an opportunity to connect and win clients through prompt and efficient customer service.

Pricing

The Plus plan is $33.00 per month with unlimited proposals. The Premium plan is $60.00 per month and offers extended features like automated client emails with dynamic fields and client retainers.

You can also customize your plan to suit your business needs.

2. PandaDoc

Advantages

PandaDoc proposal-building software offers in-doc collaboration, workflow optimization, and document analytics to streamline your process. Some free trial apps and free software only include a limited template selection. PandaDoc’s proposal software solution includes over 750 proposal templates plus images and videos to help you create media-rich proposals.

Enjoy real-time tracking and notifications, drag-and-drop editing, and e-signature capability with your proposal documents.

Drawbacks 

Approval workflows and Zapier and CRM integrations are only available with the Business tier. Forms, bulk send, and Salesforce integration are only available for an additional fee.

Pricing

Their tiered paid plans start at $35 per month per seat with a maximum of 2 seats for the Essentials tier. The Business tier is $65 per month per seat. A custom plan is available upon request.

3. Proposify

Advantages

Proposify offers project proposal software with content and brand management. You can structure your content library with pre-approved fees, templates, and images to ensure a streamlined proposal system among your sales force. Template choices include proposals, contracts, NDAs (non-disclosure agreements), and SOWs (statements of work). 

Track your proposal and get an audit trail showing when a client views, comments, and signs the proposal. 

Drawbacks

Some of the best features, like roles and permissions, are only available with the business plan. The standard integrations offered with the base product are limited. Proposify doesn’t have any accounting or other small business tools.

Pricing 

The standard package is $49 per month, per user. It offers unlimited documents, standard integrations, and custom fields, variables, and forms.

The business package offers customer support and onboarding services, roles and permissions, and salesforce integrations. Contact sales for pricing.

4. Better Proposals

Advantages

Better Proposals features a drag-and-drop editor that takes the mess out of formatting so you can focus on content. Upload and streamline your branding, including setting your colors and fonts, to create professional-looking proposals.

Advanced features like listing your domain as a verified sender keep your proposals from ending up in the client’s spam folder. 

You can utilize digital signatures and payment integrations with even their basic plan. 

Drawbacks

The custom domain, CRM, and Zapier integrations, content locking, and password protection features are only available with upper-tier plans. The Starter and Premium packages have a limit on how many documents you can send a month.

Pricing

The Starter plan is $19 per month per user. The Premium plan is $29 per month per user, and the Enterprise plan is $49 per month per user.

5. Prospero

Advantages

Prospero business proposal software has the tools for creating branded proposals online. It features templates and unlimited monthly proposals, so you can freely build and edit them as often as needed.

Their proposal tools include analytics that allows you to see how your proposals are performing, whether the client opened it, what device they used, and how long they viewed the proposal. The content library includes images for media-rich documents. 

Propero offers live chat support and integrations to connect you with payment solutions, CRM, and account software, including FreshBooks!

Drawbacks

Prospero is limited to a single service. That means you may still need to pay for subscriptions with other software services to fulfill your business needs.

Pricing

Prospero is $10 per month.

6. Qwilr 

Advantages

Qwilr offers targeted content for sales, marketing, customer service, and recruitment. Their key features include dynamic pricing with their Quote Block, a table, a tiered plan, or both, letting the client upsell themselves on your services. 

Another feature is their return on investment (ROI) calculator that gives the client a visual representation of why your product has value. 

Use their drag-and-drop editor to create proposals and embed interactive content like maps, calendars, and videos. Connect with your HubSpot account to utilize CRM.

Drawbacks

As a single-service program, you may need additional subscriptions to meet your business needs. 

Team permissions, template settings, custom domain, custom fonts, and chat support are only available with the high-tier plan. 

Reporting history is limited to 120 days with the business plan.

Pricing

The Business package is $39 per month per user (USD). The Enterprise Plan is $59 per month per user (USD).

7. Bidsketch

Advantages

Bidsketch business proposal software features several customizable templates to suit your needs. You can create templates with your set pricing, services, and opening and closing statements for an effortless proposal writing process or use your custom HTML/CSS designs. Embed images and videos, add an optional fee section to upsell your services, and automate workflows to streamline the process.

In-app commenting and auto-notifications keep you up to date with your client. Bidsketch also offers integrations with FreshBooks and Salesforce.

Drawbacks

Real-time collaboration, proposal analytics, and team management are only available in the top-tier plans. All plans allow limited users.

Pricing

The most basic plan is $15 per month for one user, 25 clients, no e-signature, and no custom domain. The Solo Plan is $29 per month for one user. The Team plan is $79 per month for up to 3 users. The Business Plan is $149 per month with up to 8 users.

8. Nusii

Advantages

Nusii business proposal software features built-in currencies to ensure your proposal fees translate to your client. You can set the taxes and currency for each client and eliminate surprises for you and the customer.

All plans offer unlimited clients and customizable templates, proposal notifications, analytics, personal branding, PDF exports, and free support. Their basic integrations include Zapier and Chat.

Drawbacks

Nusii limits the number of active proposals per month in the lower tiers. The custom domain feature and automatic reminders are only available in the upper tiers. The top tier gets priority support.

Pricing

The Freelancer plan is $29 per month for 1 user and 5 active proposals. The Agency plan is $49 per month for 5 users and 20 active proposals. The Business plan is $129 per month for 10 users, unlimited active proposals, and priority support. Additional users for the Agency and Business Plans are $19 per month.

9. Responsive

Advantages

Responsive offers you advanced proposal software that integrates security measures through app integrations like SSO authentication and vendor assessment programs. Their AI-enabled content library provides approved text and content that help align your salesforce. The advanced automation streamlines the RFP response process and customer relationship management. 

Drawbacks

Responsive is AI-driven and the learning curve is long. The features focus on automating responses to clients and the entire proposal process, taking the human aspect out of the equation.

It is a single-service software, which means you may still need additional subscriptions to meet the needs of your business. 

Pricing

Pricing is only available by request.

10. Loopio

Advantages

Loofio’s proposal software features flexible integrations and extensive automation. You can create a library of approved answers so sales teams can respond quickly to customer questions with the right information. You can also automate requests for proposals (RFPs), requests for information (RFIs), security questionnaires, sales proposals, and more. 

All their plans come with unlimited project proposals and customizable project export themes.

Drawbacks

Loofio is also very automation driven. Their most useful features, like powerful library and project reporting, are only available to the upper tiers.

It is a single-service software, which means you may still need additional subscriptions to meet the needs of your business. 

Pricing

Pricing is only available after you provide personal and business-related information.

There are 4 tiers of pricing: The Essentials plan, the Plus plan, the Advanced plan, and the Enterprise plan.

What Is Proposal Software?

Proposal software can help you create professional and standout proposals, save time, and unify your brand. It enables users to design and deliver better proposals through streamlined and automated processes related to sales and marketing, including document management.

The best proposal management software can elevate your business with templates for interactive documents like welcome letters, progress reports, and proposals. Branded and unified documents provide visual impact as well as consistency, and that can help build consumer confidence with prospective clients.

Proposal Management Software Comparison Table

Now that you have more information about the pros and cons of each product’s proposal management software tools, it’s time to compare pricing. Have a look at the table below!

CompanyBest ForStarting Price
FreshBooksBest for Small BusinessesFree Trial – Sign Up Now!
PandaDocBest for Streamlining Document Creation$35/user per month(billed monthly)
ProposifyBest for Customizable Proposals$49/user per month(billed quarterly or annually)
Better ProposalsBest for Businesses Seeking User-Friendly Software$19/user per month (billed monthly)
GoProsperoBest for Creative Agencies and Freelancers$10/user per month(billed monthly)
QwilrBest for Designing Interactive Proposals$39/user per month(billed monthly)
BidsketchBest for Freelancers$15/user per month(billed monthly)
NusiiBest for Small Teams$29/month for one user(billed monthly)
Responsive.ioBest for Marketing AgenciesRequest a quote
LoopioBest for Enterprises And OrganizationsRequest a quote

Elevate Your Proposal Game with FreshBooks

Project proposal software can be a game-changer for your business. By simplifying the proposal creation process and providing a suite of other services, FreshBooks can help you win clients and follow through on the project from start to finish. With branded templates, presentations, invoicing, and more, you can feel confident clicking send.

FreshBooks software offers customer service and subscription features that can help your small business with proposal streamlining, accounting, invoicing, and more. Try FreshBooks free by signing up today to see how easy proposal creation can be.

Win More Jobs With Winning Estimates

FAQs about Proposal Software

FreshBooks has summarized some frequently asked questions about proposal software for quick reference. Check it out!

Can I create a proposal on a mobile phone?

Yes, you can create professional proposals on the app on your mobile phone. Log into your account:

  • Tap on “More” 
  • Tap “Estimates”
  • Tap the “+” 
  • Tap “Proposal”

Add your content and send it from the app. Read our article about creating proposals on your iOS device to learn more.

What Part of the Proposal Can I Customize on FreshBooks? 

With FreshBooks, you can customize the content sections and design aspects like template type, theme color, and fonts. Add to the professional look of your proposal by inserting photos and branding and enabling e-signatures.

Read our article about customizing proposals to learn more.

What does proposal software do?

Proposal software gives users the tools to streamline and automate aspects of their business related to sales and marketing, including branded proposals. FreshBooks offers proposal software and a full suite of tools to help you achieve your business goals.


Sandra Habinger headshot
Sandra Habiger

About the author

Sandra Habiger is a Certified Public Accountant with a Bachelor’s Degree in Business Administration from the University of Washington. Sandra’s areas of focus include advising real estate agents, brokers, and investors. She supports small businesses in growing to their first six figures and beyond. Learn more about her work at http://www.sixfiguresaccounting.com/ .

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