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WBudget
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based sales proposal management solution
Table of Contents
WBudget - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: December 2025
WBudget overview
What is WBudget?
WBudget is a user-friendly web platform designed to streamline proposals generation. Its primary strength lies in its flexibility and scalability, allowing users to customize databases with specific categories, attributes, and statuses according to their needs. This makes it valuable for small service companies and large distributors and industries alike.
After onboarding, users can expect prompt results, with an average proposal creation and submission time of less than 5 minutes. The platform also allows remote monitoring of the approval and closing stages of negotiations. Version control for proposals enables users to keep track of negotiation progress based on specific proposals.
Key features include the generation, management, and sending of Proposals in PDF format or via Access Links through the platform. Importing and exporting data in XLSX format is straightforward. The system also provides a comprehensive dashboard with key KPIs to assess sales performance from data generated through proposals.
WBudget also allows users to upload images (PNG or JPG) for customizing document layouts, Access Link pages, and the platform's workspace. Custom layout configurations can be achieved through 11 document configuration blocks, and fully customized pages can be created using SVG files.
The platform offers alerts/notifications about changes related to commercial proposals, and resources for creating flexible data registrations through configurable categories. "Notes" feature enables the registration of general textual information for automatic inclusion in proposals, which can be tagged with data from the system's registration tables. Users can also use a system-integrated email proposal submission with attachment management capabilities.
WBudget user account management includes different levels of access and data editing (admin, wide access, restricted access). WThe WBudget system allows you to configure a proposal pipeline through customized statuses, in addition to the system's three standard statuses, "Open," "Approved," and "Completed."
When generating a proposal, the platform can automatically calculate total bid amounts, discounts, fees, and offers flexible installment options for payment arrangements.
WBudget integrates with various business applications through Zapier and Webhooks, enabling synchronization with CRM and ERP solutions for streamlined proposal generation.
Key benefits of using WBudget
Flexible creation: Use the proposal creation screen to create everything from sales quotes to business proposals.
Follow-up Module: set up and manage follow-up tasks linked to generated proposals.
Access Link: share proposals with your customers via an access link. They will be able to view, download, and even sign the documents.
Dashboard: track your organization's performance with metrics generated from your proposals.
Proposal Version Control: no need for duplicate proposals in order to track changes in negotiations.
Flexible Quotation: WBudget has quick tools for automatically calculating discounts, fees and exchange rates.
Custom Attributes: through custom attributes, the system adapts to your data organization needs.
Proposal Approval Control: sales teams can collaborate on the platform, with three different levels of access and permissions.
Fully customizable: all building blocks and proposal templates can be customized to match your company branding.
Starting price
per month
Alternatives
with better value for money
WBudget’s user interface
WBudget pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.6
Features
4.5
Ease of use
4.6
Customer support
4.8
Reviews sentiment
What do users say about WBudget?
Users say WBudget streamlines the creation and management of commercial proposals, saving them significant time and helping reduce errors. They appreciate the professional appearance of generated proposals, built-in templates, and the ability to centralize client and proposal data, but feel customization options are limited and report occasional bugs and slowdowns. Some mention that proposal personalization is too rigid and would like more flexibility.
Reviewers indicate the platform is generally easy to use, with an intuitive interface and practical tools that simplify daily tasks. They find setup and navigation straightforward, though some experience slowness and wish the system were more agile and responsive.
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Who uses WBudget?
Based on 59 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
WBudget's key features
Most critical features, based on insights from WBudget users:
All WBudget features
Features rating:
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WBudget pricing
Pricing plans
Pricing details:
User opinions about WBudget price and value
Value for money rating:
WBudget integrations (7)
Integrations rated by users
We looked at 59 user reviews to identify which products are mentioned as WBudget integrations and how users feel about them.
Integration rating: 4.5 (4)
Integration rating: 5.0 (1)
Integration rating: 3.0 (1)
Integration rating: 5.0 (1)
WBudget support options
Typical customers
Platforms supported
Support options
Training options
WBudget FAQs
WBudget has the following typical customers:
Freelancers, Small Business
These products have better value for money
Q. What languages does WBudget support?
WBudget supports the following languages:
English, Portuguese
Q. Does WBudget offer an API?
Yes, WBudget has an API available for use.
Q. What level of support does WBudget offer?
WBudget offers the following support options:
FAQs/Forum, Email/Help Desk, Knowledge Base, Chat