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Proposal Management Software with Client Portal (2026)

Last updated: April 2026

Key features of Proposal Management Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Proposal Generation: Reviewers highlight the efficiency and ease of creating tailored, professional proposals quickly, often using templates and pre-built sections, enhancing both presentation and sales processes. 97% of reviewers rated this feature as important or highly important.
Quotes/Estimates: Users appreciate the flexibility, professional appearance, and ease of customization in generating quotes and estimates, which streamline client interactions and decision-making. 94% of reviewers rated this feature as important or highly important.
Customizable Templates: Reviewers value the ability to tailor templates to their specific needs, ensuring brand consistency and saving time on repetitive tasks. 94% of reviewers rated this feature as important or highly important.
Electronic Signature: Users emphasize the convenience, security, and efficiency of integrating electronic signatures, which streamline the document signing process and enhance remote collaboration. 90% of reviewers rated this feature as important or highly important.
Templates: Reviewers find that templates streamline document creation, ensuring consistency and professionalism, and save significant time by providing a structured starting point. 90% of reviewers rated this feature as important or highly important.
Document Management: Users highlight the importance of centralized, secure, and easily accessible document storage, which enhances collaboration and ensures efficient retrieval of important files. 89% of reviewers rated this feature as important or highly important.