getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Proposal Management Software with Business Process Automation (2026)

Last updated: April 2026

Filter results

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

12 software options

PandaDoc logo

PandaDoc

Cloud-based tool for creating, editing and signing documents

visit website
Accelerate deals by simplifying the process to generate, negotiate, and eSign professional proposals.

Read more about PandaDoc

Users also considered
HoneyBook logo

HoneyBook

Client management for freelancers & SMBs

visit website
Say hello to the only proposal you’ll ever need.
Invoice, agreement, and payment are together at last. That means a seamless experience for your clients—and more cha-ching for you. Professional, beautiful templates and smart notifications make it easy for clients to say yes.

Read more about HoneyBook

Users also considered
Ploomes CRM logo

CRM platform that automates sales and business workflows

learn more
Ploomes automates proposal creation and management, allowing teams to generate quotes, contracts, and documents directly from CRM data. With templates, approval flows, and e-signature integrations, companies reduce errors and close deals faster. Available from $22/user/month.

Read more about Ploomes CRM

Users also considered
Orbit Online logo

Efficient planning and execution of projects and processes

learn more
Orbit standardises and streamlines your proposal process. Integrations and high-end tools add a new dimension to your business data by effectively bring business data to an operational level – thereby Orbit give the user a tool to work data-driven and error free with the bidding process.

Read more about Orbit Online

Users also considered
ClientPoint logo

Cloud-based document and proposal and tracking software.

learn more
Create impressive business proposals online in minutes. Empower your sales team to win more business. Get your FREE demo now.

Read more about ClientPoint

Users also considered
infoRouter logo

Document management solution with BPM tools

learn more
infoRouter is a document management solution that helps businesses manage the organization, storage, security, & sharing of documents. The business process automation (BPM) tools enables organizations to create workflows as well as review or edit files, add attachments, & generate ad-hoc tasks.

Read more about infoRouter

Users also considered
Contentverse logo

Simple, secure document management for everyone

learn more
Contentverse is a secure, versatile, fully-featured enterprise content management solution. 128-bit encryption. DocuSign integration. On-premise and/or cloud implementation. With a robust indexing module that can detect text, barcodes, and QR codes on scanned pages as searchable metadata.

Read more about Contentverse

Users also considered
netLex logo

Simple and secure agreements

learn more
netLex is an end-to-end platform used by leading companies to manage their contracts’ lifecycle. Gain +240% productivity by automating document creation and configuring intelligent workflows, as well as extracting data for management and intelligence panels.

Read more about netLex

Users also considered
Docubee logo

Intelligent Contract Automation

learn more
Docubee is an intelligent contract automation platform that makes it easy to securely gather information, generate documents, manage workflows, and collect legally binding eSignatures.

Read more about Docubee

Users also considered
Jotform logo

Cloud-based form builder tool for digital forms.

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

Read more about Jotform

Users also considered
Bonsai logo

One platform to streamline your entire business

learn more
Bonsai is an all-in-one business management and financial solution for self-employed, freelancers and small businesses. Win more clients, get fast approval, and look professional with Bonsai's streamlined proposals

Read more about Bonsai

Users also considered
Alboom CRM logo

Customer relationship management (CRM) for small businesses

learn more
Alboom CRM is a customer relationship management system for small creative businesses. Alboom has been built to meet the needs of individuals and small businesses. Industry-leading features include one-click data view and update, business rules to control how your data flows, an activity dashboard, a contact database, and more.

Read more about Alboom CRM

Users also considered