---
title: "Best Proposal Management Software 2026 | Capterra"
description: "Find the top Proposal Management software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs."
source_url: "https://www.capterra.com/proposal-management-software/"
page_type: "category"
language: "en"
---

# Best Proposal Management Software

Last updated on August 27, 2026

How to find the right Proposal Management Software?

Learn more from our team about Proposal Management Software pricing features and benefits in our Proposal Management Buyers Guide

Verified Insights

Provider data verified by our Software Research team and reviews moderated by our Reviews Verification team.  
[Learn more](https://www.capterra.com/our-story/)

## What is proposal management software?

Researched by: [Capterra](https://www.capterra.com/resources/author/capterra/)

Updated on August 27, 2026

[Proposal management software](https://www.capterra.com/proposal-management-software/) helps businesses create and share proposals as well as manage incoming requests for proposals (RFPs). It streamlines the proposal creation process to assist marketing and sales teams in developing tailored responses to RFPs.

This type of software also lets businesses manage other important documents, such as welcome letters, contracts, agreements, quotes, and marketing collateral.

* * *

For more information consult our [Proposal Management Buyers Guide](#buyers-guide-content)

## PandaDoc

Rating: 4.5 out of 5 (1,257 reviews)

Profile: [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

PandaDoc is an all-in-one tool to create, edit, send, track, and eSign Proposals and other business documents quickly and easily.

#### Rating breakdown

- Ease of Use: 4.4 out of 5

- Customer Service: 4.3 out of 5

- Features: 4.3 out of 5

- Value for Money: 4.2 out of 5

#### Pros and cons based on reviews

Pros:

- Efficient, customizable proposal creation

- Streamlined electronic signature workflow

Cons:

- Cumbersome document organization and access

- Email deliverability and branding issues

#### Starting price

Starting price: $19.00

Pricing details: Per User, Per Month

Free trial: Yes

Free demo: Yes

### Features tab

#### Highest rated features

- Electronic Signature: 4.6 rating

- Templates: 4.2 rating

- Customizable Templates: 4.5 rating

- Document Management: 4.3 rating

#### Lowest rated features

- Access Controls/Permissions: 3.5 rating

- Contract/License Management: 3.8 rating

- Content Library: 4.0 rating

- Reminders: 3.0 rating

#### Feature-related review snippet

Reviewer: Sauve G.

Reviewer details: Insurance, 11-50 employees

Published: June 18, 2026

> "Overall is a user friendly tool with sleek template design important for creating and signing documents digitally."

### Gallery tab

Ease of use: 4.4 out of 5 (1,257 reviews)

#### Related review snippet

Reviewer: Arunmurugan S.

Reviewer details: Biotechnology, 10,001+ employees

Published: June 5, 2026

> "I also like the e sign functionality and the ability to see when recipients open or view a document."

### Integrations tab

PandaDoc connects with 50+ software tools.

[See all integrations](https://www.capterra.com/p/131735/PandaDoc/#integrations)

#### Most popular integrations

- Microsoft Teams: 4.5 rating

- Zoho CRM: 4.3 rating

- HubSpot Marketing Hub: 4.5 rating

- Acuity Scheduling: 4.8 rating

- Zapier: 4.7 rating

- Pipedrive: 4.7 rating

#### Integrations-related review snippet

Reviewer: Verified Reviewer

Reviewer details: Information Technology and Services, 11-50 employees

Published: September 22, 2025

> "It’s reliable, integrates smoothly with Google Drive, and offers great customization options."

---

## Expedience Proposal Software

Rating: 4.8 out of 5 (27 reviews)

Profile: [Expedience Proposal Software](https://www.capterra.com/p/141108/Expedience-Software-Suite/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Expedience automates proposals, SOWs, RFPs, right in Word! Leverages the best of Microsoft 365: Excel data, collaboration, Copilot AI.

#### Rating breakdown

- Ease of Use: 4.7 out of 5

- Customer Service: 5.0 out of 5

- Features: 4.7 out of 5

- Value for Money: 4.9 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $0.00

Pricing details: Other, Per Year

Free trial: Yes

Free demo: Yes

### Features tab

#### Highest rated features

- Templates: 4.8 rating

- Document Management: 5.0 rating

- Document Review: 4.7 rating

- Customizable Templates: 4.5 rating

#### Lowest rated features

- Proposal Generation: 4.5 rating

- Content Library: 5.0 rating

- Electronic Signature: 5.0 rating

- RFP Management: 5.0 rating

#### Feature-related review snippet

Reviewer: shawn D.

Reviewer details: Management Consulting, 1,001-5,000 employees

Published: January 29, 2024

> "It has saved my team a lot of time!   And it's intuitive - having it based in word has made user adoption so much easier."

### Gallery tab

Ease of use: 4.7 out of 5 (27 reviews)

#### Related review snippet

Reviewer: shawn D.

Reviewer details: Management Consulting, 1,001-5,000 employees

Published: January 29, 2024

> "It has saved my team a lot of time!   And it's intuitive - having it based in word has made user adoption so much easier."

### Integrations tab

Expedience Proposal Software connects with 2+ software tools.

[See all integrations](https://www.capterra.com/p/141108/Expedience-Software-Suite/#integrations)

#### Most popular integrations

- Microsoft PowerPoint: 4.7 rating

- Microsoft Excel: 4.8 rating

---

## QuoteWerks

Rating: 4.6 out of 5 (192 reviews)

Profile: [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process.

#### Rating breakdown

- Ease of Use: 4.5 out of 5

- Customer Service: 4.6 out of 5

- Features: 4.6 out of 5

- Value for Money: 4.6 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $78.00

Pricing details: Per User, Per Month

Free trial: Yes

Free demo: Yes

### Features tab

#### Highest rated features

- Quotes/Estimates: 4.9 rating

- Audit Trail: 4.9 rating

- Document Management: 4.8 rating

- Activity Dashboard: 5.0 rating

#### Lowest rated features

- Content Library: 3.6 rating

- Contact Management: 4.4 rating

- Collaboration Tools: 3.0 rating

- Templates: 4.6 rating

#### Feature-related review snippet

Reviewer: Elijah M.

Reviewer details: Hospitality, 1,001-5,000 employees

Published: October 20, 2022

> "It is a solid application that does exactly what it's supposed to do and it has an intuitive and friendly dashboard which you can customize to suit your needs."

### Gallery tab

Ease of use: 4.5 out of 5 (192 reviews)

#### Related review snippet

Reviewer: Zoe H.

Reviewer details: Electrical/Electronic Manufacturing, 51-200 employees

Published: April 10, 2026

> "Its integrations have also been helpful for integrating data without having to enter it manually, and the electronic signature simplifies processes by giving me control and visibility over each sales step."

### Integrations tab

QuoteWerks connects with 27+ software tools.

[See all integrations](https://www.capterra.com/p/135691/QuoteWerks/#integrations)

#### Most popular integrations

- Salesforce Sales Cloud: 4.5 rating

- Gmail: 5.0 rating

- Microsoft Word: 4.7 rating

- Microsoft Outlook: 4.5 rating

- QuickBooks Online Advanced: 4.4 rating

- Act!: 4.5 rating

#### Integrations-related review snippet

Reviewer: Maria J.

Reviewer details: Hospitality, 1,001-5,000 employees

Published: November 14, 2022

> "The integrations with CRM makes this platform efficient and promising."

---

## Twenty5

Rating: 5.0 out of 5 (2 reviews)

Profile: [Twenty5](https://www.capterra.com/p/255292/Twenty5/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Cloud-based platform that assists businesses running SAP ERP with bids, proposals, pricing, cost estimating and more.

#### Rating breakdown

- Ease of Use: 5.0 out of 5

- Customer Service: 5.0 out of 5

- Features: 5.0 out of 5

- Value for Money: 4.5 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $6250.00

Pricing details: Usage Based, Per Month

Free trial: No

Free demo: Yes

### Features tab

#### Highest rated features

- Templates: 5.0 rating

### Gallery tab

Ease of use: 5.0 out of 5 (2 reviews)

### Integrations tab

Twenty5 connects with 20+ software tools.

[See all integrations](https://www.capterra.com/p/255292/Twenty5/#integrations)

#### Most popular integrations

- Google Chrome: 4.8 rating

- Microsoft Power BI: 4.6 rating

- Microsoft Edge: 4.3 rating

- Firefox: 4.5 rating

- SAP S/4HANA Cloud: 5.0 rating

- Safari: 4.5 rating

- SAP Analytics Cloud: 4.4 rating

- Teamcenter: 4.3 rating

- SAP Ariba: 3.8 rating

---

## SmartDocs

Rating: 4.7 out of 5 (154 reviews)

Profile: [SmartDocs](https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

SmartDocs transforms Microsoft Word into an easy proposal creation tool. Improve productivity from Day 1. Powerful yet easy-to-use.

#### Rating breakdown

- Ease of Use: 4.6 out of 5

- Customer Service: 4.5 out of 5

- Features: 4.6 out of 5

- Value for Money: 4.5 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $695.00

Pricing details: Per User, Per Year

Free trial: Yes

Free demo: Yes

### Features tab

#### Highest rated features

- Templates: 5.0 rating

- Access Controls/Permissions: 4.5 rating

- Document Management: 5.0 rating

- Version Control: 5.0 rating

#### Lowest rated features

- Collaboration Tools: 4.0 rating

- Content Library: 4.0 rating

- Customizable Templates: 4.0 rating

#### Feature-related review snippet

Reviewer: Hirock M.

Reviewer details: Computer Software, 1-10 employees

Published: November 25, 2020

> "User-friendly user interface"

### Gallery tab

Ease of use: 4.6 out of 5 (154 reviews)

#### Related review snippet

Reviewer: Juanca A.

Reviewer details: Non-Profit Organization Management, 11-50 employees

Published: October 27, 2025

> "I like the simple document management and file sharing by SmartDocs that makes assets easily sharable and organized across websites and devices."

### Integrations tab

SmartDocs connects with 2+ software tools.

[See all integrations](https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word/#integrations)

#### Most popular integrations

- Microsoft SharePoint: 4.4 rating

- Microsoft Word: 4.0 rating

#### Integrations-related review snippet

Reviewer: Logan T.

Reviewer details: Insurance, 1-10 employees

Published: February 12, 2021

> "I love the product it integrates nicely through the entire windows suite."

---

## Catapult

Rating: 4.6 out of 5 (15 reviews)

Profile: [Catapult](https://www.capterra.com/p/228297/Catapult/)

Visible tabs: Overview, Features, Gallery

### Overview tab

#### What is this product about?

Catapult is an industry-agnostic Proposal Management SaaS that provides businesses with tools to create & respond to RFP opportunities

#### Rating breakdown

- Ease of Use: 4.4 out of 5

- Customer Service: 4.9 out of 5

- Features: 4.6 out of 5

- Value for Money: 4.3 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: Not available

Pricing details: Other, Per Year

Free trial: Yes

Free demo: No

### Features tab

#### Most popular features

- Electronic Signature: Not available

- Templates: Available

- Document Management: Available

- Proposal Generation: Available

- Workflow Management: Available

- RFP Management: Available

- Contact Management: Available

- Collaboration Tools: Available

- Content Library: Available

- Approval Process Control: Available

- Reminders: Available

- Audit Trail: Available

### Gallery tab

Ease of use: 4.4 out of 5 (15 reviews)

---

## EZLynx

Rating: 3.7 out of 5 (75 reviews)

Profile: [EZLynx](https://www.capterra.com/p/102928/EZLynx/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

EZLynx provides innovative insurance software that streamlines your agency’s workflow and manages the end-to-end policy lifecycle.

#### Rating breakdown

- Ease of Use: 3.7 out of 5

- Customer Service: 3.3 out of 5

- Features: 3.4 out of 5

- Value for Money: 3.4 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: Not available

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Activity Dashboard: 5.0 rating

- Document Management: 5.0 rating

- Quotes/Estimates: 5.0 rating

- Third-Party Integrations: 4.0 rating

### Gallery tab

Ease of use: 3.7 out of 5 (75 reviews)

#### Related review snippet

Reviewer: Robert S.

Reviewer details: Insurance, 1-10 employees

Published: July 9, 2026

> "Helps improve producer productivity and agency organization."

### Integrations tab

EZLynx connects with 3+ software tools.

[See all integrations](https://www.capterra.com/p/102928/EZLynx/#integrations)

#### Most popular integrations

- Gmail: 4.8 rating

- Microsoft Outlook: 4.3 rating

- Velocify: 4.3 rating

#### Integrations-related review snippet

Reviewer: Gretchen F.

Reviewer details: Insurance, 11-50 employees

Published: November 3, 2022

> "The ability to put information into one system for easy quoting,  the integration with our management system was good"

---

## DocHipo

Rating: 4.9 out of 5 (19 reviews)

Profile: [DocHipo](https://www.capterra.com/p/236055/DocHipo/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Create on-brand proposals, presentations, posts, videos, and ads in minutes. Built for brands, creators, and sales teams.

#### Rating breakdown

- Ease of Use: 4.8 out of 5

- Customer Service: 4.7 out of 5

- Features: 4.8 out of 5

- Value for Money: 4.9 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $15.00

Pricing details: Per User, Per Month

Free trial: Yes

Free demo: No

### Features tab

#### Most popular features

- Electronic Signature: Available

- Templates: Available

- Document Management: Available

- Proposal Generation: Available

- Workflow Management: Available

- RFP Management: Available

- Contact Management: Available

- Collaboration Tools: Available

- Content Library: Available

- Approval Process Control: Not available

- Reminders: Available

- Audit Trail: Available

### Gallery tab

Ease of use: 4.8 out of 5 (19 reviews)

### Integrations tab

DocHipo connects with 5+ software tools.

[See all integrations](https://www.capterra.com/p/236055/DocHipo/#integrations)

#### Most popular integrations

- Mailchimp: 5.0 rating

- Zoho CRM: 4.3 rating

- Jotform: 4.7 rating

- Typeform: 4.7 rating

- YouTube: 4.7 rating

---

## Proposify

Rating: 4.4 out of 5 (299 reviews)

Profile: [Proposify](https://www.capterra.com/p/133332/Proposify/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Proposify is a cloud-based proposal management tool that helps businesses create, send, and close proposals on a unified interface.

#### Rating breakdown

- Ease of Use: 4.3 out of 5

- Customer Service: 4.4 out of 5

- Features: 4.3 out of 5

- Value for Money: 4.3 out of 5

#### Pros and cons based on reviews

Pros:

- Extensive customizable template library

- Integrated diGital signature workflow

Cons:

- Cumbersome text editing experience

- Inconsistent and difficult formatting

#### Starting price

Starting price: $19.00

Pricing details: Per User, Per Month

Free trial: Yes

Free demo: Yes

### Features tab

#### Highest rated features

- Templates: 4.3 rating

- Electronic Signature: 4.4 rating

- Proposal Generation: 4.4 rating

- Quotes/Estimates: 4.3 rating

#### Lowest rated features

- Document Management: 3.9 rating

- Customizable Templates: 3.8 rating

- Contract/License Management: 3.2 rating

- Document Review: 2.5 rating

#### Feature-related review snippet

Reviewer: John B.

Reviewer details: Construction, 11-50 employees

Published: May 19, 2025

> "I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective."

### Gallery tab

Ease of use: 4.3 out of 5 (299 reviews)

#### Related review snippet

Reviewer: John B.

Reviewer details: Construction, 11-50 employees

Published: May 19, 2025

> "I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective."

### Integrations tab

Proposify connects with 46+ software tools.

[See all integrations](https://www.capterra.com/p/133332/Proposify/#integrations)

#### Most popular integrations

- FreshBooks: 5.0 rating

- Xero: 4.4 rating

- Zapier: 4.7 rating

- Keap: 4.1 rating

- QuickBooks Online Advanced: 4.0 rating

- Zoho Books: 4.4 rating

#### Integrations-related review snippet

Reviewer: Andy Y.

Reviewer details: Information Technology and Services, 1-10 employees

Published: August 9, 2022

> "Integration with Hubspot is great."

---

## Method Proposals

Profile: [Method Proposals](https://www.capterra.com/p/10032637/Method-Proposals/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Method:Proposals centralizes proposals, engagement letters, billing, and CRM into one platform.

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $45.00

Pricing details: Per User, Per Month

Free trial: Yes

Free demo: Yes

### Features tab

#### Most popular features

- Electronic Signature: Not available

- Templates: Available

- Document Management: Available

- Proposal Generation: Available

- Workflow Management: Not available

- RFP Management: Not available

- Contact Management: Not available

- Collaboration Tools: Available

- Content Library: Not available

- Approval Process Control: Not available

- Reminders: Not available

- Audit Trail: Not available

### Gallery tab

### Integrations tab

Method Proposals connects with 9+ software tools.

[See all integrations](https://www.capterra.com/p/10032637/Method-Proposals/#integrations)

#### Most popular integrations

- QuickBooks Enterprise: 4.5 rating

- Gmail: 4.8 rating

- QuickBooks Online: 4.3 rating

- Xero: 4.4 rating

- Zapier: 4.7 rating

- Square Payments: 4.7 rating

- Microsoft Outlook: 4.5 rating

- QuickBooks Online Advanced: 4.4 rating

- QuickBooks Online Accountant: 4.5 rating

---

## R3 WinCenter

Rating: 4.8 out of 5 (4 reviews)

Profile: [R3 WinCenter](https://www.capterra.com/p/143861/R3-WinCenter/)

Visible tabs: Overview, Features, Gallery

### Overview tab

#### What is this product about?

R3's WinCenter Software for Federal Government Contractors is a comprehensive system for Opportunity Pipeline Management.

#### Rating breakdown

- Ease of Use: 4.8 out of 5

- Customer Service: 5.0 out of 5

- Features: 4.3 out of 5

- Value for Money: 5.0 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $18000.00

Pricing details: Per User, One Time

Free trial: No

Free demo: Yes

### Features tab

#### Most popular features

- Electronic Signature: Not available

- Templates: Available

- Document Management: Available

- Proposal Generation: Not available

- Workflow Management: Available

- RFP Management: Available

- Contact Management: Available

- Collaboration Tools: Available

- Content Library: Available

- Approval Process Control: Not available

- Reminders: Not available

- Audit Trail: Available

### Gallery tab

Ease of use: 4.8 out of 5 (4 reviews)

---

## OpenGov Procurement & Contract Management

Rating: 4.0 out of 5 (6 reviews)

Profile: [OpenGov Procurement & Contract Management](https://www.capterra.com/p/276943/OpenGov-Procurement/)

Visible tabs: Overview, Features, Gallery

### Overview tab

#### What is this product about?

OpenGov Procurement is a cloud-based suite that helps organizations manage solicitations, supplier engagement, contracts, and more.

#### Rating breakdown

- Ease of Use: 4.0 out of 5

- Customer Service: 4.2 out of 5

- Features: 4.0 out of 5

- Value for Money: 4.0 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: Not available

Free trial: No

Free demo: No

### Features tab

#### Highest rated features

- Contract/License Management: 4.0 rating

- Customizable Templates: 4.0 rating

- Data Import/Export: 4.0 rating

- Workflow Management: 4.0 rating

### Gallery tab

Ease of use: 4.0 out of 5 (6 reviews)

---

## HoneyBook

Rating: 4.7 out of 5 (687 reviews)

Profile: [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Everything you need to manage projects: pipeline, proposals, contracts, payments, and more. Start your 7 day free trial today.

#### Rating breakdown

- Ease of Use: 4.6 out of 5

- Customer Service: 4.7 out of 5

- Features: 4.5 out of 5

- Value for Money: 4.6 out of 5

#### Pros and cons based on reviews

Pros:

- Customizable and automated workflows

- Comprehensive business organization tool

Cons:

- Inconsistent and limited email features

- Slow and restrictive payment processing

#### Starting price

Starting price: $36.00

Pricing details: Flat Rate, Per Month

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Electronic Signature: 4.6 rating

- Contact Management: 4.7 rating

- Task Management: 4.8 rating

- Quotes/Estimates: 5.0 rating

#### Lowest rated features

- Third-Party Integrations: 3.5 rating

- Access Controls/Permissions: 4.2 rating

- Templates: 4.5 rating

- Workflow Management: 4.5 rating

#### Feature-related review snippet

Reviewer: Chris F.

Reviewer details: Entertainment, 1-10 employees

Published: March 24, 2025

> "A great CRM interface that makes it very easy to run your own books, contracts, client communication, and take payments."

### Gallery tab

Ease of use: 4.6 out of 5 (687 reviews)

#### Related review snippet

Reviewer: Ryan P.

Reviewer details: Design, Self-employed

Published: March 17, 2026

> "My favorite thing about it is that You can manage the entire client journey from inquiry to contract to payment and delivery in one place."

### Integrations tab

HoneyBook connects with 82+ software tools.

[See all integrations](https://www.capterra.com/p/162588/HoneyBook/#integrations)

#### Most popular integrations

- Google Docs: 4.7 rating

- WordPress: 4.6 rating

- Gmail: 4.9 rating

- OneDrive: 4.5 rating

- Evernote Teams: 4.4 rating

- FreshBooks: 4.5 rating

#### Integrations-related review snippet

Reviewer: Samuel M.

Reviewer details: Information Technology and Services, Self-employed

Published: October 17, 2022

> "it helps me efficiently manage my finances in my business, and its integration with other softwares that i use is quite good."

---

## Docusign

Rating: 4.7 out of 5 (9,466 reviews)

Profile: [Docusign](https://www.capterra.com/p/121506/Docusign/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

DocuSign is an e-signature and agreement management software that helps organizations create, commit to, and manage agreements.

#### Rating breakdown

- Ease of Use: 4.7 out of 5

- Customer Service: 4.5 out of 5

- Features: 4.7 out of 5

- Value for Money: 4.5 out of 5

#### Pros and cons based on reviews

Pros:

- Streamlined diGital signature process

- Accessible and intuitive platform

Cons:

- High and complex pricing structure

- Email delivery and notification issues

#### Starting price

Starting price: $15.00

Pricing details: Flat Rate, Per Month

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Electronic Signature: 4.9 rating

- Document Management: 4.8 rating

- Templates: 4.5 rating

- Document Review: 4.8 rating

#### Lowest rated features

- RFP Management: 4.2 rating

- Third-Party Integrations: 3.5 rating

- CRM: 4.0 rating

- Quotes/Estimates: 4.6 rating

#### Feature-related review snippet

Reviewer: Enamul F.

Reviewer details: Construction, 5,001-10,000 employees

Published: November 20, 2025

> "Its interface is intuitive, allowing users to navigate and complete tasks efficiently, minimizing the learning curve and maximizing productivity."

### Gallery tab

Ease of use: 4.7 out of 5 (9,466 reviews)

#### Related review snippet

Reviewer: Thomas F R.

Reviewer details: Museums and Institutions, 11-50 employees

Published: June 17, 2026

> "DocuSign provides us with great documents management features which allows us to easily prepare documents awaiting to be signed making it possible for us to ensure all documents have been signed as per the requirements."

### Integrations tab

Docusign connects with 23+ software tools.

[See all integrations](https://www.capterra.com/p/121506/Docusign/#integrations)

#### Most popular integrations

- Google Docs: 4.9 rating

- Google Drive: 4.8 rating

- Microsoft 365: 4.6 rating

- OneDrive: 4.5 rating

- monday.com AI Work Platform: 4.6 rating

- Zoom Events and Webinars: 4.6 rating

#### Integrations-related review snippet

Reviewer: Soumya N.

Reviewer details: Financial Services, 10,001+ employees

Published: July 21, 2026

> "On the technical side, the integration surface is solid: we connect it to our onboarding flow via Workato webhooks, and it works reliably day to day."

---

## Jotform

Rating: 4.7 out of 5 (2,921 reviews)

Profile: [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

End-to-end automated proposal management, made easy with Jotform Enterprise

#### Rating breakdown

- Ease of Use: 4.7 out of 5

- Customer Service: 4.5 out of 5

- Features: 4.6 out of 5

- Value for Money: 4.5 out of 5

#### Pros and cons based on reviews

Pros:

- Beginner-friendly, intuitive interface

- Versatile survey creation platform

Cons:

- Frequent glitches and slow support

- Restrictive free plan and features

#### Starting price

Starting price: $39.00

Pricing details: Flat Rate, Per Month

Free trial: No

Free demo: No

### Features tab

#### Highest rated features

- Customizable Templates: 4.7 rating

- Data Import/Export: 4.6 rating

- Proposal Generation: 5.0 rating

- Document Management: 4.7 rating

#### Lowest rated features

- API: 2.0 rating

- Document Review: 3.5 rating

- Reminders: 4.0 rating

- Collaboration Tools: 4.5 rating

#### Feature-related review snippet

Reviewer: Venkata M.

Reviewer details: Education Management, 51-200 employees

Published: April 16, 2026

> "Setup is fast, the interface doesn't overwhelm you, and it just gets out of your way and lets you build."

### Gallery tab

Ease of use: 4.7 out of 5 (2,921 reviews)

#### Related review snippet

Reviewer: BETSY S.

Reviewer details: Individual & Family Services, 51-200 employees

Published: June 3, 2026

> "By providing a description of the form or project, the AI can generate a form that is very close to what is needed, significantly reducing time spent creating the forms."

### Integrations tab

Jotform connects with 99+ software tools.

[See all integrations](https://www.capterra.com/p/158456/JotForm-4-0/#integrations)

#### Most popular integrations

- Google Analytics 360: 4.7 rating

- Stripe: 4.6 rating

- Meta for Business: 4.4 rating

- Airtable: 4.6 rating

- Weebly: 4.3 rating

- Make: 4.8 rating

#### Integrations-related review snippet

Reviewer: Adenrewaju O.

Reviewer details: Real Estate, 11-50 employees

Published: April 2, 2026

> "It also integrates directly with my Hubspot CRM, which makes things easier."

---

## Ploomes CRM

Rating: 4.9 out of 5 (442 reviews)

Profile: [Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Create, send, and track proposals in one platform. Ploomes automates approvals, ensures accuracy, and helps teams close deals faster.

#### Rating breakdown

- Ease of Use: 4.8 out of 5

- Customer Service: 4.7 out of 5

- Features: 4.8 out of 5

- Value for Money: 4.7 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $22.00

Pricing details: Per User, Per Month

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Contact Management: 4.9 rating

- Templates: 5.0 rating

- Proposal Generation: 4.8 rating

- Quotes/Estimates: 4.7 rating

#### Lowest rated features

- Electronic Signature: 4.5 rating

- Customizable Reports: 4.6 rating

- Alerts/Notifications: 4.5 rating

- Reporting & Statistics: 4.7 rating

### Gallery tab

Ease of use: 4.8 out of 5 (442 reviews)

#### Related review snippet

Reviewer: Verified Reviewer

Reviewer details: Computer Software, 11-50 employees

Published: May 29, 2026

> "I really liked the color and icons in genereal of the website."

### Integrations tab

Ploomes CRM connects with 24+ software tools.

[See all integrations](https://www.capterra.com/p/207290/Ploomes/#integrations)

#### Most popular integrations

- WhatsApp: 5.0 rating

- ActiveCampaign: 4.6 rating

- Microsoft Outlook: 5.0 rating

- NetSuite: 4.2 rating

- Alterdata Pack: 4.6 rating

- TOTVS ERP: 5.0 rating

- Omie: 3.8 rating

- Nomus: 4.3 rating

- ContaAzul: 1.0 rating

---

## Sage 100

Rating: 4.1 out of 5 (410 reviews)

Profile: [Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Enterprise resource planning solution that helps small and mid-sized businesses automate financial operations and payroll processes.

#### Rating breakdown

- Ease of Use: 3.9 out of 5

- Customer Service: 3.8 out of 5

- Features: 3.9 out of 5

- Value for Money: 3.8 out of 5

#### Pros and cons based on reviews

Pros:

- Intuitive and accessible interface

- Comprehensive business accounting platform

Cons:

- Frequent technical glitches and errors

- High and increasing costs

#### Starting price

Starting price: $7500.00

Pricing details: Per Feature

Free trial: No

Free demo: No

### Features tab

#### Most popular features

- Electronic Signature: Not available

- Templates: Available

- Document Management: Available

- Proposal Generation: Not available

- Workflow Management: Not available

- RFP Management: Available

- Contact Management: Not available

- Collaboration Tools: Available

- Content Library: Not available

- Approval Process Control: Available

- Reminders: Not available

- Audit Trail: Not available

### Gallery tab

Ease of use: 3.9 out of 5 (410 reviews)

#### Related review snippet

Reviewer: Carlos O.

Reviewer details: Financial Services, 51-200 employees

Published: November 17, 2025

> "In addition to being a Sage Reseller, Infomedika also offers multiple modifications that adapt very effectively to the application and laws of Puerto Rico, among other support services, interfaces or customized reports."

### Integrations tab

Sage 100 connects with 16+ software tools.

[See all integrations](https://www.capterra.com/p/227232/Sage-100cloud/#integrations)

#### Most popular integrations

- Avalara: 4.7 rating

- BigCommerce: 4.4 rating

- Fortis: 4.6 rating

- Netstock: 4.8 rating

- TimeLinx Software: 4.7 rating

- Service Pro: 4.0 rating

#### Integrations-related review snippet

Reviewer: Isobel H.

Reviewer details: Accounting, Self-employed

Published: November 6, 2024

> "It's a good product that meets the basic needs required, although is not very good at integrating"

---

## Qwilr

Rating: 4.6 out of 5 (385 reviews)

Profile: [Qwilr](https://www.capterra.com/p/143254/Qwilr/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations.

#### Rating breakdown

- Ease of Use: 4.5 out of 5

- Customer Service: 4.6 out of 5

- Features: 4.2 out of 5

- Value for Money: 4.3 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $35.00

Pricing details: Per User, Per Month

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Templates: 4.4 rating

- Electronic Signature: 4.3 rating

- Quotes/Estimates: 4.0 rating

- RFP Management: 4.8 rating

#### Lowest rated features

- Document Management: 3.6 rating

- Workflow Management: 3.7 rating

- Proposal Generation: 4.0 rating

- Knowledge Base Management: 3.0 rating

#### Feature-related review snippet

Reviewer: Shannon A.

Reviewer details: Information Technology and Services, 11-50 employees

Published: December 30, 2025

> "The interface is easy enough to make up for limited onboarding with the package we provided."

### Gallery tab

Ease of use: 4.5 out of 5 (385 reviews)

#### Related review snippet

Reviewer: Shannon A.

Reviewer details: Information Technology and Services, 11-50 employees

Published: December 30, 2025

> "The interface is easy enough to make up for limited onboarding with the package we provided."

### Integrations tab

Qwilr connects with 14+ software tools.

[See all integrations](https://www.capterra.com/p/143254/Qwilr/#integrations)

#### Most popular integrations

- Slack: 4.7 rating

- Salesforce Sales Cloud: 4.0 rating

- Google Analytics 360: 4.7 rating

- FreshBooks: 4.5 rating

- HubSpot CRM: 4.0 rating

- Stripe: 4.6 rating

- Xero: 4.4 rating

- Zapier: 5.0 rating

- Pipedrive: 4.5 rating

---

## Agiled

Rating: 4.7 out of 5 (350 reviews)

Profile: [Agiled](https://www.capterra.com/p/206203/Agiled/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Agiled is an all-in-one software that helps small businesses manage CRM, finance, projects, and documents in one integrated platform.

#### Rating breakdown

- Ease of Use: 4.6 out of 5

- Customer Service: 4.7 out of 5

- Features: 4.7 out of 5

- Value for Money: 4.9 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $30.00

Pricing details: Flat Rate, Per Month

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Contact Management: 4.8 rating

- Task Management: 4.7 rating

- Electronic Signature: 4.7 rating

- Templates: 4.4 rating

#### Lowest rated features

- Customizable Templates: 2.5 rating

- CRM: 3.5 rating

- Collaboration Tools: 4.3 rating

- Alerts/Notifications: 4.0 rating

#### Feature-related review snippet

Reviewer: Verified Reviewer

Reviewer details: Computer Software, 11-50 employees

Published: September 22, 2021

> "It has a fairly intuitive interface and is flexible since you can configure it to the specifications that your organisation requires."

### Gallery tab

Ease of use: 4.6 out of 5 (350 reviews)

#### Related review snippet

Reviewer: Stacey W.

Reviewer details: Public Relations and Communications, 1-10 employees

Published: January 19, 2026

> "From the CRM to onboarding new clients and handling the finances, Agiled is able to do it all in one place."

### Integrations tab

Agiled connects with 24+ software tools.

[See all integrations](https://www.capterra.com/p/206203/Agiled/#integrations)

#### Most popular integrations

- Google Drive: 4.8 rating

- PayPal: 4.6 rating

- Mailchimp: 4.5 rating

- Asana: 4.5 rating

- FreshBooks: 4.5 rating

- Calendly: 4.0 rating

#### Integrations-related review snippet

Reviewer: Osama A.

Reviewer details: Insurance, 1-10 employees

Published: April 4, 2022

> "The agiled platform does just that and it also integrates with my favorite applications so I can seamlessly switch between them."

---

## Jotform Sign

Rating: 4.8 out of 5 (216 reviews)

Profile: [Jotform Sign](https://www.capterra.com/p/10014571/Jotform-Sign/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

End-to-end automated proposal management, made easy with Jotform Enterprise

#### Rating breakdown

- Ease of Use: 4.8 out of 5

- Customer Service: 4.6 out of 5

- Features: 4.6 out of 5

- Value for Money: 4.6 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $0.00

Free trial: No

Free demo: No

### Features tab

#### Highest rated features

- Electronic Signature: 4.9 rating

- Customizable Templates: 5.0 rating

- Document Management: 5.0 rating

- Proposal Generation: 5.0 rating

#### Lowest rated features

- Approval Process Control: 3.0 rating

- Audit Trail: 3.0 rating

- Contact Management: 3.0 rating

- Content Library: 4.0 rating

#### Feature-related review snippet

Reviewer: miranda E.

Reviewer details: Business Supplies and Equipment, 1-10 employees

Published: March 27, 2024

> "We have loved implementing this in our business."

### Gallery tab

Ease of use: 4.8 out of 5 (216 reviews)

#### Related review snippet

Reviewer: Susan W.

Reviewer details: Events Services, 1-10 employees

Published: April 4, 2025

> "We are already very integrated with Jotform, and I loved that they offered this service so I didn't need to go out and get yet another service for signing documents."

### Integrations tab

Jotform Sign connects with 16+ software tools.

[See all integrations](https://www.capterra.com/p/10014571/Jotform-Sign/#integrations)

#### Most popular integrations

- PayPal: 4.5 rating

- Slack: 4.7 rating

- Dropbox: 4.5 rating

- Venmo: 4.7 rating

- Zoho CRM: 4.3 rating

- monday.com AI Work Platform: 4.6 rating

#### Integrations-related review snippet

Reviewer: David C.

Reviewer details: Health, Wellness and Fitness, 201-500 employees

Published: April 23, 2025

> "Easy to use and integrates well with other Jotform tools."

---

## RELAYTO AI

Rating: 4.8 out of 5 (202 reviews)

Profile: [RELAYTO AI](https://www.capterra.com/p/217021/Relayto/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Check out relayto.com/showcase and book a meeting with us: https://rla.to/meet-with-relayto

#### Rating breakdown

- Ease of Use: 4.7 out of 5

- Customer Service: 4.7 out of 5

- Features: 4.7 out of 5

- Value for Money: 4.7 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: Not available

Pricing details: Per Feature

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Document Management: 4.8 rating

- Access Controls/Permissions: 4.7 rating

- Collaboration Tools: 4.9 rating

- Customizable Templates: 4.6 rating

#### Lowest rated features

- Reporting & Statistics: 4.4 rating

- Customizable Branding: 4.5 rating

- Version Control: 4.0 rating

- Content Library: 4.6 rating

#### Feature-related review snippet

Reviewer: Alice H.

Reviewer details: Education Management, 11-50 employees

Published: July 23, 2025

> "The interface is clean, the editing tools are intuitive, and the final outputs look very professional."

### Gallery tab

Ease of use: 4.7 out of 5 (202 reviews)

#### Related review snippet

Reviewer: Arina X.

Reviewer details: Marketing and Advertising, 10,001+ employees

Published: June 18, 2026

> "I like how it can turn static data and docs into interactive visuals, it helps to present to our clients and make the content so much more engaging."

### Integrations tab

RELAYTO AI connects with 3+ software tools.

[See all integrations](https://www.capterra.com/p/217021/Relayto/#integrations)

#### Most popular integrations

- SAP HANA Cloud: 4.5 rating

- Google Workspace: 4.3 rating

- Slack

#### Integrations-related review snippet

Reviewer: Mridun G.

Reviewer details: E-Learning, Self-employed

Published: September 19, 2023

> "The vast library of integrations got my major tasks done in no time."

---

## Responsive, formerly RFPIO

Rating: 4.5 out of 5 (190 reviews)

Profile: [Responsive, formerly RFPIO](https://www.capterra.com/p/148054/Responsive/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Responsive helps teams create tailored, on-brand proposals fast with AI drafts, governed content reuse, and seamless collaboration.

#### Rating breakdown

- Ease of Use: 4.4 out of 5

- Customer Service: 4.6 out of 5

- Features: 4.4 out of 5

- Value for Money: 4.5 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: Not available

Pricing details: Usage Based, Per Year

Free trial: No

Free demo: No

### Features tab

#### Highest rated features

- Knowledge Base Management: 4.5 rating

- RFP Management: 4.5 rating

- Document Management: 4.4 rating

- Data Import/Export: 4.0 rating

#### Lowest rated features

- Templates: 3.7 rating

- Workflow Management: 3.9 rating

- Document Review: 4.0 rating

- Access Controls/Permissions: 4.2 rating

#### Feature-related review snippet

Reviewer: Marwa S.

Reviewer details: Telecommunications, 501-1,000 employees

Published: May 7, 2026

> "It makes it so much easier to navigate and get from place to place with less clicks."

### Gallery tab

Ease of use: 4.4 out of 5 (190 reviews)

#### Related review snippet

Reviewer: Stephanie F.

Reviewer details: Research, 11-50 employees

Published: May 5, 2026

> "It also enables a “build once, use many” approach, allowing us to update shared or redundant sections in one place rather than across multiple templates. While we are still working on standardizing and organizing our templates to fully realize this capability, the long‑term efficiency and governance benefits are significant."

### Integrations tab

Responsive, formerly RFPIO connects with 8+ software tools.

[See all integrations](https://www.capterra.com/p/148054/Responsive/#integrations)

#### Most popular integrations

- Microsoft SharePoint: 4.4 rating

- Microsoft Word: 4.7 rating

- Okta: 4.7 rating

- HubSpot Sales Hub: 4.5 rating

- My Telescope: 4.7 rating

- Dynamics 365 Sales: 5.0 rating

- Agentforce: 5.0 rating

- Slack

---

## Better Proposals

Rating: 4.8 out of 5 (167 reviews)

Profile: [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Impress clients and win their business Better Proposals makes it easy with 250+ templates, eSignatures, payments and advanced tracking

#### Rating breakdown

- Ease of Use: 4.7 out of 5

- Customer Service: 4.8 out of 5

- Features: 4.6 out of 5

- Value for Money: 4.8 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $19.00

Pricing details: Per User, Per Month

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Electronic Signature: 4.8 rating

- Templates: 4.5 rating

- Quotes/Estimates: 4.9 rating

- Proposal Generation: 4.7 rating

#### Lowest rated features

- Third-Party Integrations: 3.8 rating

- Customizable Templates: 4.3 rating

- Contract/License Management: 4.2 rating

- Document Review: 4.0 rating

#### Feature-related review snippet

Reviewer: Joshua R.

Reviewer details: Computer Software, 1-10 employees

Published: November 20, 2023

> "Its intuitive design and user experience immediately set it apart."

### Gallery tab

Ease of use: 4.7 out of 5 (167 reviews)

#### Related review snippet

Reviewer: Greg A.

Reviewer details: Marketing and Advertising, 1-10 employees

Published: November 4, 2025

> "The great thing about it is that the longer we use it, the faster it gets as every previous proposal can be used as a potential starting point for new ones.  "

### Integrations tab

Better Proposals connects with 39+ software tools.

[See all integrations](https://www.capterra.com/p/153794/Better-Proposals/#integrations)

#### Most popular integrations

- PayPal: 5.0 rating

- Salesforce Sales Cloud: 4.4 rating

- Nimble: 4.4 rating

- LiveChat: 4.6 rating

- Intercom: 4.5 rating

- Teamwork.com: 4.5 rating

- Lime Connect: 4.6 rating

- Olark: 4.5 rating

- Capsule: 4.5 rating

---

## ClientPoint

Rating: 4.6 out of 5 (167 reviews)

Profile: [ClientPoint](https://www.capterra.com/p/120209/ClientPoint/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Top customized proposal/doc creation, automation, e-sign & payment platform with collaborative team, prospect & customer workspaces.

#### Rating breakdown

- Ease of Use: 4.5 out of 5

- Customer Service: 4.6 out of 5

- Features: 4.4 out of 5

- Value for Money: 4.3 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $83.00

Pricing details: Flat Rate, Per Month

Free trial: No

Free demo: No

### Features tab

#### Highest rated features

- Electronic Signature: 4.7 rating

- Templates: 4.3 rating

- Proposal Generation: 4.8 rating

- Document Review: 4.3 rating

#### Lowest rated features

- Version Control: 2.0 rating

- Customizable Templates: 4.0 rating

- Access Controls/Permissions: 3.5 rating

- Activity Dashboard: 3.5 rating

### Gallery tab

Ease of use: 4.5 out of 5 (167 reviews)

#### Related review snippet

Reviewer: Joseph P.

Reviewer details: Real Estate, 51-200 employees

Published: September 5, 2024

> "Really speeds up the proposal generating process and gives clients a central directory for documentation"

### Integrations tab

ClientPoint connects with 13+ software tools.

[See all integrations](https://www.capterra.com/p/120209/ClientPoint/#integrations)

#### Most popular integrations

- Docusign: 4.7 rating

- Zoho CRM: 4.3 rating

- HubSpot Marketing Hub: 4.5 rating

- HubSpot CRM: 4.5 rating

- Pipedrive: 4.5 rating

- NetSuite: 4.2 rating

- Salesforce Platform: 4.4 rating

- Zendesk Sell: 4.3 rating

- RightSignature: 4.5 rating

---

## Ignition

Rating: 4.7 out of 5 (153 reviews)

Profile: [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Automate your sales pipeline, proposals, contracts, billing and payment collection in a single platform.

#### Rating breakdown

- Ease of Use: 4.6 out of 5

- Customer Service: 4.8 out of 5

- Features: 4.5 out of 5

- Value for Money: 4.4 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $49.00

Pricing details: Flat Rate, Per Month

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Electronic Signature: 4.9 rating

- Templates: 4.7 rating

- Quotes/Estimates: 4.8 rating

- Proposal Generation: 4.8 rating

#### Lowest rated features

- Workflow Management: 3.5 rating

- Contract/License Management: 3.9 rating

- Audit Trail: 3.5 rating

- Contact Management: 3.3 rating

#### Feature-related review snippet

Reviewer: Nathan M.

Reviewer details: Accounting, 11-50 employees

Published: August 13, 2024

> "Easiest to use and Intuitive, also makes it easy for clients to read, approve and pay quickly."

### Gallery tab

Ease of use: 4.6 out of 5 (153 reviews)

#### Related review snippet

Reviewer: Kelly A.

Reviewer details: Accounting, 1-10 employees

Published: May 20, 2026

> "Having a central place to manage proposals created a more efficient workflow and made the experience feel more professional for both our team and our clients. While there was some initial setup and a bit of a learning curve, once everything was in place it became a valuable part of our process."

### Integrations tab

Ignition connects with 19+ software tools.

[See all integrations](https://www.capterra.com/p/140861/Practice-Ignition/#integrations)

#### Most popular integrations

- Slack: 4.7 rating

- Asana: 4.5 rating

- QuickBooks Online: 4.5 rating

- Xero: 4.8 rating

- Zapier: 4.7 rating

- Typeform: 4.7 rating

#### Integrations-related review snippet

Reviewer: Jerry M.

Reviewer details: Accounting, 11-50 employees

Published: December 8, 2020

> "Also that it integrates with Intuit Practice Management and Quickbooks Online."

---

Page 1 of 6

## Top-rated software of 2026

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

Filter (271) Products:

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* * *

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85% of professionals opt for a 30-day trial before the software purchase

Other subsciption plans:

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Key Features

All key features

Popular

We have selected the most important and critical features as defined by Capterra user reviews

[Access Controls/Permissions](https://www.capterra.com/proposal-management-software/features/access-controls-permissions/)

AI Copilot

Approval Process Control

[Audit Trail](https://www.capterra.com/proposal-management-software/features/audit-trail/)

Automatic Formatting

[Collaboration Tools](https://www.capterra.com/proposal-management-software/features/collaboration-tools/)

Contact Management

Content Library

[Customizable Branding](https://www.capterra.com/proposal-management-software/features/customizable-branding/)

[Customizable Templates](https://www.capterra.com/proposal-management-software/features/customizable-templates/)

[Data Import/Export](https://www.capterra.com/proposal-management-software/features/data-import-export/)

[Document Management](https://www.capterra.com/proposal-management-software/features/document-management/)

[Electronic Signature](https://www.capterra.com/proposal-management-software/features/electronic-signature/)

Generative AI

Knowledge Base Management

[Pricing and Cost Calculations](https://www.capterra.com/proposal-management-software/features/pricing-and-cost-calculations/)

[Proposal Generation](https://www.capterra.com/proposal-management-software/features/proposal-generation/)

[Quotes/Estimates](https://www.capterra.com/proposal-management-software/features/quotes-estimates/)

Reminders

[RFP Management](https://www.capterra.com/proposal-management-software/features/rfp-management/)

[Templates](https://www.capterra.com/proposal-management-software/features/templates/)

[Third-Party Integrations](https://www.capterra.com/proposal-management-software/features/third-party-integrations/)

Version Control

[Workflow Management](https://www.capterra.com/proposal-management-software/features/workflow-management/)

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I'm looking for Proposal Management Software that is:

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Table of Contents

-   [The benefits of proposal management software](#the-benefits-of-proposal-management-software)
-   [Typical features of proposal management software](#typical-features-of-proposal-management-software)
-   [The cost of proposal management software](#the-cost-of-proposal-management-software)
-   [Considerations when purchasing proposal management software](#considerations-when-purchasing-proposal-management-software)
-   [Relevant proposal management software trends](#relevant-proposal-management-software-trends)

## The benefits of proposal management software

-   **Ready-to-use templates:** Creating proposals from scratch is tedious and time-consuming. Proposal management software offers a number of ready-to-use templates for various proposal needs. Users can edit relevant sections of their chosen template to create a final proposal. They can also reuse content from previously created proposals.
    
-   **Search function:** Proposal management solutions offer centralized repositories for storing proposals and related documents. These repositories are equipped with search capabilities that let users easily locate proposals. They also facilitate automatic tagging and categorization of documents, saving time that would have otherwise been spent on manual document handling.
    
-   **Security:** Proposals created using these solutions are more secure than paper-based proposals. Users can set passwords and encrypt digital files to ensure information remains confidential and is only accessed by authorized personnel.
    

* * *

## Typical features of proposal management software

-   **Content library:** Store and organize proposals in a centralized repository.
    
-   **Document management:** Create, store, share, and categorize proposals and related documents.
    
-   **Templates:** Create proposals using editable templates that can be reused. 
-   **Contact management:** Create and store business contacts in a centralized location in a categorized order. 
-   **Electronic signature:** Use a legally binding digital signatures for your documents.
    

* * *

## The cost of proposal management software

Most products in the market are priced on a per user, per month basis and can be divided into three pricing tiers based on their starting price.

**Price ranges\*:**

-   $8 - $20
    
-   $20 - $40
    
-   $40+
    

_\*The pricing included is for the entry-level/lowest-priced offering found on vendor websites on September 17, 2019. These ranges correspond to the 25th, 75th, and 100th percentiles of the pricing information gathered from vendor websites of sample products._

The above list summarizes pricing for the base plans of most products. An enterprise or premium product that is priced higher may include some additional features, such as third-party integrations and advanced workflow approval.

* * *

## Considerations when purchasing proposal management software

-   **Multidepartment needs:** Proposal creation is a collaboration among teams—writers, editors, marketing, sales, quality assurance, etc. Every team has a different function and accordingly, different requirements. Therefore, it’s recommended that you consider the needs of all involved departments before making a purchase. Your preferred software should be capable of catering to all teams. Failure to do so can result in versioning issues and significant project delays.  
-   **Integrations:** For creating proposals, information is sourced from other business applications, such as CRM, document management, and e-signature. Thus, it’s essential that you choose a solution that integrates well with your existing business applications. An integrated tool will sync business data across applications, saving you from the hassle of repeated data entry.
    
-   **Industry-specific templates:** Design requirements of proposals vary significantly based on industry. Although most proposal management solutions offer standardized templates for various industries, it’s always beneficial to check that your preferred software has templates that are specific to your industry. 

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## Relevant proposal management software trends

-   **Rise in cloud-based proposal management solutions:** Businesses worldwide have started adopting cloud-based proposal management software to lower their delivery costs. Cloud solutions eliminate the need for extended delivery platforms, such as email and file-sharing systems, as they allow businesses to directly share proposals and related documents via cloud links, thus facilitating better collaboration and faster delivery.
    

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**Sources**

Products evaluated for the pricing calculation were taken from [Capterra’s proposal management software directory](https://www.capterra.com/proposal-management-software/). The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in [Capterra’s directory](https://www.capterra.com/proposal-management-software/) that offer them.