# Best Proposal Management Software 2026 | Capterra > 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: https://www.capterra.com/proposal-management-software --- # Best Proposal Management Software Last updated on April 20, 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 April 20, 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) [4.5 (1243)](https://www.capterra.com/p/131735/PandaDoc/reviews/) [Capterra Shortlist](https://www.capterra.com/proposal-management-software/shortlist/) PandaDoc is an all-in-one tool to create, edit, send, track, and eSign Proposals and other business documents quickly and easily. [Learn more about PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/) EZLynx provides innovative insurance software that streamlines your agency’s workflow and manages the end-to-end policy lifecycle.  [Learn more about EZLynx](https://www.capterra.com/p/102928/EZLynx/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [4.4 (298)](https://www.capterra.com/p/133332/Proposify/reviews/) Proposify is a cloud-based proposal management tool that helps businesses create, send, and close proposals on a unified interface. [Learn more about Proposify](https://www.capterra.com/p/133332/Proposify/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [4.8 (27)](https://www.capterra.com/p/141108/Expedience-Software-Suite/reviews/) Expedience automates proposals, SOWs, RFPs, right in Word! Leverages the best of Microsoft 365: Excel data, collaboration, Copilot AI. [Learn more about Expedience Proposal Software](https://www.capterra.com/p/141108/Expedience-Software-Suite/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [4.7 (678)](https://www.capterra.com/p/162588/HoneyBook/reviews/) [Capterra Shortlist](https://www.capterra.com/proposal-management-software/shortlist/) Everything you need to manage projects: pipeline, proposals, contracts, payments, and more. Start your 7 day free trial today. [Learn more about HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 87% recommend this product [4.0 (5)](https://www.capterra.com/p/276943/OpenGov-Procurement/#reviews) OpenGov Procurement is a cloud-based suite that helps organizations manage solicitations, supplier engagement, contracts, and more. [Learn more about OpenGov Procurement & Contract Management](https://www.capterra.com/p/276943/OpenGov-Procurement/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 0.0 (0) Method:Proposals centralizes proposals, engagement letters, billing, and CRM into one platform. [Learn more about Method Proposals](https://www.capterra.com/p/10032637/Method-Proposals/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [4.7 (153)](https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word/reviews/) SmartDocs transforms Microsoft Word into an easy proposal creation tool. Improve productivity from Day 1. Powerful yet easy-to-use. [Learn more about SmartDocs](https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 81% recommend this product [5.0 (2)](https://www.capterra.com/p/255292/Twenty5/#reviews) Cloud-based platform that assists businesses running SAP ERP with bids, proposals, pricing, cost estimating and more.  [Learn more about Twenty5](https://www.capterra.com/p/255292/Twenty5/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [4.8 (4)](https://www.capterra.com/p/143861/R3-WinCenter/#reviews) R3's WinCenter Software for Federal Government Contractors is a comprehensive system for Opportunity Pipeline Management. [Learn more about R3 WinCenter](https://www.capterra.com/p/143861/R3-WinCenter/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [4.6 (15)](https://www.capterra.com/p/228297/Catapult/reviews/) Catapult is an industry-agnostic Proposal Management SaaS that provides businesses with tools to create & respond to RFP opportunities [Learn more about Catapult](https://www.capterra.com/p/228297/Catapult/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [## Docusign](https://www.capterra.com/p/121506/Docusign/) [4.7 (9288)](https://www.capterra.com/p/121506/Docusign/reviews/) DocuSign is an e-signature and agreement management software that helps organizations create, commit to, and manage agreements. [Learn more about Docusign](https://www.capterra.com/p/121506/Docusign/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 87% recommend this product [## Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) [4.7 (2820)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) End-to-end automated proposal management, made easy with Jotform Enterprise [Learn more about Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 84% recommend this product [## Deltek Vision](https://www.capterra.com/p/1404/Deltek-Vision/) [4.1 (471)](https://www.capterra.com/p/1404/Deltek-Vision/reviews/) Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt. [Learn more about Deltek Vision](https://www.capterra.com/p/1404/Deltek-Vision/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [## Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/) [4.9 (420)](https://www.capterra.com/p/207290/Ploomes/reviews/) Create, send, and track proposals in one platform. Ploomes automates approvals, ensures accuracy, and helps teams close deals faster. [Learn more about Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 93% recommend this product [## Qwilr](https://www.capterra.com/p/143254/Qwilr/) [4.6 (385)](https://www.capterra.com/p/143254/Qwilr/reviews/) Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations. [Learn more about Qwilr](https://www.capterra.com/p/143254/Qwilr/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 84% recommend this product [## Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/) [4.1 (370)](https://www.capterra.com/p/227232/Sage-100cloud/reviews/) Enterprise resource planning solution that helps small and mid-sized businesses automate financial operations and payroll processes. [Learn more about Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [## Agiled](https://www.capterra.com/p/206203/Agiled/) [4.7 (350)](https://www.capterra.com/p/206203/Agiled/reviews/) [Capterra Shortlist](https://www.capterra.com/proposal-management-software/shortlist/) Agiled is an all-in-one software that helps small businesses manage CRM, finance, projects, and documents in one integrated platform. [Learn more about Agiled](https://www.capterra.com/p/206203/Agiled/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 94% recommend this product [## Jotform Sign](https://www.capterra.com/p/10014571/Jotform-Sign/) [4.8 (216)](https://www.capterra.com/p/10014571/Jotform-Sign/reviews/) End-to-end automated proposal management, made easy with Jotform Enterprise [Learn more about Jotform Sign](https://www.capterra.com/p/10014571/Jotform-Sign/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 87% recommend this product [## Relayto](https://www.capterra.com/p/217021/Relayto/) [4.8 (198)](https://www.capterra.com/p/217021/Relayto/reviews/) Check out relayto.com/showcase and book a meeting with us: https://rla.to/meet-with-relayto [Learn more about Relayto](https://www.capterra.com/p/217021/Relayto/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 91% recommend this product [## QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) [Capterra Shortlist](https://www.capterra.com/proposal-management-software/shortlist/) QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process. [Learn more about QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 87% recommend this product [## Responsive](https://www.capterra.com/p/148054/Responsive/) [4.6 (177)](https://www.capterra.com/p/148054/Responsive/reviews/) Responsive helps teams create tailored, on-brand proposals fast with AI drafts, governed content reuse, and seamless collaboration. [Learn more about Responsive](https://www.capterra.com/p/148054/Responsive/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 92% recommend this product [## ClientPoint](https://www.capterra.com/p/120209/ClientPoint/) [4.6 (166)](https://www.capterra.com/p/120209/ClientPoint/reviews/) Top customized proposal/doc creation, automation, e-sign & payment platform with collaborative team, prospect & customer workspaces. [Learn more about ClientPoint](https://www.capterra.com/p/120209/ClientPoint/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 86% recommend this product [## Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) [4.8 (165)](https://www.capterra.com/p/153794/Better-Proposals/reviews/) [Capterra Shortlist](https://www.capterra.com/proposal-management-software/shortlist/) Impress clients and win their business Better Proposals makes it easy with 250+ templates, eSignatures, payments and advanced tracking [Learn more about Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 92% recommend this product [## Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) [4.7 (151)](https://www.capterra.com/p/140861/Practice-Ignition/reviews/) [Capterra Shortlist](https://www.capterra.com/proposal-management-software/shortlist/) Automate your sales pipeline, proposals, contracts, billing and payment collection in a single platform. [Learn more about Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 89% recommend this product Page 1 of 10 ## 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 (226) Products: Sort By: Sponsored * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews AI Copilot Approval Process Control Audit Trail Automatic Formatting Collaboration Tools Contact Management Content Library Document Management Electronic Signature Generative AI Knowledge Base Management Proposal Generation Reminders RFP Management Templates Version Control Workflow Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [CPQ Software](https://www.capterra.com/cpq-software/)[Quoting Software](https://www.capterra.com/quoting-software/)[Commission Software](https://www.capterra.com/commission-software/)[Sales Tracking Software](https://www.capterra.com/sales-tracking-software/)[Sales Forecasting Software](https://www.capterra.com/sales-forecasting-software/)[Sales Force Automation Software](https://www.capterra.com/sales-force-automation-software/)[RFP Software](https://www.capterra.com/rfp-software/)[Sales Performance Management Software](https://www.capterra.com/sales-performance-management-software/) I'm looking for Proposal Management Software that is: [Free](https://www.capterra.com/proposal-management-software/s/free/) 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.  * * * ## 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. * * * **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.