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Top Rated Proposal Management Software with Access controls permissions - Page 5

Last updated: September 2026

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146 software options

BookNox logo

One link to quote, contract and get a deposit. $29/mo flat

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BookNox gives service vendors one branded link where clients pick options, see a real price, e-sign a contract, and pay a deposit into the vendor's own Stripe account. Autopay, installments, travel pricing, QuickBooks sync. Flat $29 a month, 0% booking fee, free to build with no card.

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fynk logo

Cloud-based contract lifecycle management software with AI

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fynk is a cloud-based contract management platform with an AI Assistant that reads contracts, flags risks, and takes action, tagging, moving status, or building dashboards, right in the chat.

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Programmatic logo

Turn any document into an intelligent, living workflow.

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Programmatic transforms static Word and PDF files into intelligent, editable documents with built-in logic, variables, and automation. Draft, collaborate, approve, and sign in one platform that integrates with your workflows and cuts up to 45% of manual work.

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Provelo logo

Interactive proposal platform that converts

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Provelo is a proposal management platform that transforms traditional business proposals into interactive digital experiences. The software allows users to create customizable proposals with modular sections containing text, images, embedded videos, and downloadable files. It features client interaction tracking, one-click acceptance or rejection, WhatsApp notifications, and analytics integration with Google Analytics and Meta Ads for remarketing purposes.

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Aavenir RFPflow logo

RFP tool for handling sourcing and procurement workflows

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Aavenir RFPflow is a request for proposal solution that allows easy and effortless RFI/ RFP/RFQ creation using questions’ libraries and templates. It manages RFP-to-award lifecycle stages by assigning suppliers and stakeholders on a milestone-based RFP Workflow and sends automated alerts and notifications for deadlines.

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PSQuote logo

Professional Services Quoting for Salesforce and PSA

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PSQuote is a cloud-based services quoting software for PSA and Salesforce that was specifically built for sales teams to be able to quote services based exactly on how they deliver. Create Professional Services Quotes in Salesforce from an Opportunity using discounts, resource roles, delivery schedules, rate cards, support for contractors, packaged offerings, and more.

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Clientary logo

Everything you need for your professional service business.

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Full-suite app for your team to manage projects, payments, clients and more.

Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client workflows to bring it all under one roof.

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Veew logo

Cloud-based AI video intelligence for enterprises

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Cloud-based AI video intelligence platform automating threat detection, analytics, and operational insights for enterprise security.

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DocuCollab Contract Management Software logo

Cloud-based contract management solution

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DocuCollab Contract Management Software is a cloud-based all-in-one platform designed to assist businesses with managing their contracts from start to finish. The software offers a range of features to streamline the contract lifecycle management process and automate time-consuming tasks, giving users more time to focus on other important business operations.

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Meistio logo

AI quote & invoice software for tradespeople

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Meistio is AI-powered quotation software for tradespeople, enabling quote creation via voice or text. AI generates detailed proposals with positions, quantities, and prices from a custom price book. Accepted quotes convert to invoices with one click, featuring automated payment reminders and dunning management. Meistio supports digital signatures, PDF export, email delivery, and DSGVO-compliant data storage on German servers.

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Cobrief logo

AI-driven tender & proposal management platform

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Cobrief is an AI-powered tender management platform designed to streamline the bidding process for businesses. The software features automated proposal writing, bid evaluation tools, CV matching capabilities, and product catalog integration for pricing forms. It includes tender discovery with search and alert functions, requirement analysis, collaboration tools with team permissions, and a knowledge base for organizational insights.

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Silvasoft logo

Online booking and invoicing solution

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Silvasoft is an accounting solution, designed to help businesses in the Netherlands and Belgium manage bookkeeping and invoicing. It also offers support for business management, with tools such as time registration, inventory tracking, personnel management, project management, agenda & a CRM tool.

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Flexbilling logo

Salesforce Addon Flexbilling with CPQ and billing functions

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Flex billing is a Salesforce addon that provides users with CPQ and billing functions. The software solution is 100% based on Salesforce and easy to setup.

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TaxDome logo

Tax practice management software for bookkeepers and CPAs

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Trusted by 15,000+ tax, bookkeeping, and accounting firms, TaxDome is the #1-rated practice management platform for CPAs and EAs — combining workflow automation, CRM, document management, client portal, and billing in one connected hub.

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Tacton CPQ logo

Tacton Trusted Configuration. Sales Made Simple for Complex

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With Tacton CPQ, B2B manufacturers can sell highly individualized products as if they were standard. With needs-based configuration, instant pricing, 3D visualization and automatic CAD files, your sales reps can define, price and order custom products without sales support.

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AutoRFP.ai logo

AI-native RFP responses, grounded in your content

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AutoRFP.ai is an AI-native platform for responding to RFPs, DDQs, and security questionnaires. The AI Response Engine drafts answers grounded in your verified content library, while the AI Reviewer scores proposals and flags gaps before submission - with SSO, 18+ integrations, and ISO 27001:2022 & S

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SolSuite logo

The only software you need.

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SolSuite is a CPQ solution designed to automate the entire quotation process, with approval workflows, custom dashboards, product catalog integration, and more

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Portal logo

The Ultimate Sales Platform for Integrators

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Portal.io is the ultimate sales platform for integrators, with all your product data in one place so proposals are faster and easier.

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BrightPrice Suite logo

Pricing solution

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BrightPrice Suite integrates with SAP ERP, it offers agile price optimization, deal management, analytics, and rebate settlement. Benefit from comprehensive capabilities and expert consultancy to achieve pricing excellence.

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Scopey Onsite logo

Turn site chat into contract-ready records

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Scopey Onsite turns day-to-day construction site communication into structured, traceable records. It captures variations, delays, and issues as work happens, supporting approvals, claims, and compliance without adding admin burden to site teams.

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Assembly logo

AI-Powered Recognition That Delivers ROI

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Assembly is an employee recognition, rewards, and engagement platform that helps companies boost retention and culture. Assembly supports peer and manager recognition, awards, challenges, automated celebrations, AI-driven insights, HRIS/SSO integrations, and a global rewards catalog.

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Operwell logo

The Operating System of Remote-Work

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Operwell is online software built to operate your entire business 100% remotely.

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Cendyn Proposals logo

Build, monitor & close hospitality RFP business effectively

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eProposal is designed to help dramatically increase group and event bookings by responding to RFPs in a matter of minutes. Quickly deliver a contactless, personalized touch with media-rich RFP replies through a branded, web-based presentation available in multiple languages.

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Deepbloo logo

A comprehensive B2B platform for energy professionals

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Deepbloo provides the deepest digital solution for Business development and Market intelligence in the energy sector. Extend your network and get updated with the latest energy tender. Sign up today for free!

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Salesbuildr logo

Sales operations platform for MSPs and IT providers

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Designed for small to large managed service providers (MSPs), Salesbuildr helps create web-based quotes and proposals for recurring and non-recurring products and services. It enables businesses to centralize product management, track changes with audit trials, and streamline sales workflows.

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