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Proposal Management Software with Client Portal (2026) - Page 2

Last updated: April 2026

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61 software options

INFast logo

For entrepreneurs who manage their own invoicing

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INFast is a cloud-based software designed to help businesses generate invoices, create financial documents and streamline other accounting processes.

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iQuoteXpress logo

For sales proposals & product and pricing configuration

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Automate and simplify proposal management with iQuoteXpress (IQX). Save as much as 70% on the time and costs tied to building, sending, and tracking sales proposals. Starting at $39 a seat.

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Ombud logo

Elevating Enterprise RevOps with Intelligent Automation

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Our platform combines content collaboration, project management, & machine learning to streamline, standardize & automate the creation of client-facing documentation.

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Revv logo

The best eSignature workflow automation software

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A modern proposal software with eSignature and automation capabilities to manage proposals, optimize the proposal process, & win clients.

Revv’s enterprise-grade security and powerful features enable sales teams to create, share, store, and get proposals eSigned within minutes from any device.

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EZLynx logo

Your most productive employee.

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With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier.

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Apparound logo

The all-in-one digital solution for your sales force

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Apparound is the all-in-one sales tool that digitize, accelerate and manage the entire sales journey, from the presentation of marketing materials to the configuration and collection of the order.

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XaitCPQ logo

CPQ Software; quote large, complex projects in minutes.

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Start creating error-free product and/or services quotes way faster - without the risk - and prepare to scale for growth.

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Catapult logo

Industry-Agnostic RFx Solution with Automated Q&A Database

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Catapult is an industry-agnostic RFP as a service solution that provides businesses with tools to manage all of their RFP opportunities.

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Conga CPQ logo

Deliver accurate quotes more quickly & create smarter deals.

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Conga is the leading provider of a cloud platform to create, sign, store and collaborate on documents with internal team members and customers.

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bit2win CPQ logo

Automate config, quote, orders, sales & marketing processes.

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Bit2win CPQ enables sales and marketing organizations to automate and optimize quote creation and orders capture. Built natively on Salesforce Bit2win is now also supporting other CRM systems and is cross Cloud platform solution.

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Intralinks VDRPro logo

Try Intralinks VIA for Free !

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Intralinks VIA offers secure, scalable file-sharing letting you store all of your content online. Access, manage, share, and UNshare from anywhere, anytime. Enterprise-grade file sync and share tool that IT and business professionals will love.

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LEEGOO BUILDER logo

Efficient proposal preparation for complex products

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The CPQ software LEEGOO BUILDER supports you in product configuration, calculation and proposal preparation. The flexibly adaptable standard software is primarily designed to meet the requirements of mechanical engineering, special machinery and plant engineering.

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Merkato logo

CPQ suite of applications to manage sales force automation

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Merkato is a sales configurator suite designed to help businesses automate processes related to quote generation, e-commerce management, & upselling. Users can create documents including parts lists, order confirmations, payment terms, or delivery instructions, based on financial calculations.

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netLex logo

Simple and secure agreements

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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.

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GleanQuote logo

Sales proposal and quote software with E-sign

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GleanQuote is a cloud-based sales quote and proposal automation platform designed to help teams with configuration, pricing and proposal generation challenges.

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Oracle CPQ logo

CPQ software & Quote-to-Cash app

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Oracle CPQ Cloud is configure, price, and quote (CPQ) software and a Quote-to-Cash management solution to turn sales opportunities into revenue faster. Oracle CPQ Cloud is used to improve sales process and increase efficiency by automating the production of sales proposals and quotes.

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Cincom CPQ logo

CPQ solution for manufacturers of complex products

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Cincom Proposal Management automates proposal creation, ensuring accuracy, compliance, and faster sales with seamless CRM and CPQ integration.

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Salesforce CPQ & Billing logo

Next generation Configure Price Quote (CPQ) apps

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Use Salesforce CPQ to generate professional, branded proposals using fully customizable templates with built-in e-signature. Send in Word or PDF format.

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GoProposal logo

Cloud-based proposal management solution

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GoProposal is a comprehensive proposal management solution that helps accounting businesses engage clients professionally and profitably. It offers features like automated proposals and renewals, and client management tools. GoProposal also integrates with accounting software like Xero, QuickBooks, and Sage to create a streamlined experience for businesses and clients.

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KSL Suite logo

Software for personalized multichannel B2C communication

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A centralized software solution for generating commercial documents.

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Vendavo Intelligent CPQ logo

Vendavo® CPQ Cloud is at the Heart of Commercial Excellence

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Helps B2B organizations coordinate, control, and streamline their quote-to-cash processes by making sure sales reps have the right combinations of products & pricing for every situation. Enterprises can now increase sales productivity and win rates while delivering an improved customer experience.

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SCOPE Better logo

Cloud-based CPQ platform

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SCOPE Better is a cloud-based CPQ platform designed for Professional Services businesses. Collaboration and approval are facilitated through the platform, allowing the right people to come together and work on scopes of work seamlessly. With version control and approval workflows, unnecessary complexity and errors are reduced, saving time, streamlining workflows, and enabling faster deal closure.

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Orbit Online logo

Efficient planning and execution of projects and processes

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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.

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OpenGov Procurement & Contract Management logo

Cloud-based government procurement software.

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OpenGov Procurement is a cloud-based procurement solution that helps streamline the procurement lifecycle, from solicitations to contracts. The platform is designed specifically for government agencies to gain control over spending and improve regulatory compliance. It features tools to automate the creation of solicitations, reducing formatting issues and version control challenges.

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Infor CPQ logo

CPQ platform with visual quoting & dynamic pricing.

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Infor CPQ is tailor-made for the business of tailor-made products. The configure price quote tool provides a platform with visual quoting and dynamic pricing capabilities to help manufacturers, distributors, and sales teams streamline complex product sales.

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