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Top Rated Proposal Management Software with Client portal - Page 2

Last updated: May 2026

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63 software options

Quoter logo

Sales enablement for technology service providers.

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Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.

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Steerlab logo

AI RFP & questionnaire response automation

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Steerlab is an AI-driven platform designed to automate responses to RFPs, RFIs, and security questionnaires. The solution features auto-generated responses, an auto-managed content library, and collaboration tools for tracking progress and managing workflows. Steerlab offers integrations with existing tools, a Chrome extension, Slack bot, and provides insights to support proposal teams, presales teams, and security teams in their response processes.

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TimO logo

The modular Project-ERP Business Suite

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Digitize your processes from time tracking and resource planning to invoicing – flexible, secure, and 100% made in Germany.

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e-Procure logo

Blockchain B2B Platform

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e-Procure is completely free Blockchain B2B Platform offering an integrated cloud based Procurement and B2B sales software to help businesses better manage and automate the full procurement and B2B sales lifecycle

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WorkRails logo

Professional services automation platform

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WorkRails helps businesses streamline operations across sales, professional services, and their clients. The platform normalizes service offerings, adds governance, and collects insights.

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KSL Proposal Manager logo

The most efficient tools to create proposals and contracts.

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Proposal management software to create faster efficient proposals and contracts in the context of RFI/RFP and/or in regulatory sectors.

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Dock logo

Enablement that sellers and buyers love.

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Dock lets sales reps auto-generate personalized proposals using live CRM data and call transcripts, then share them inside a deal room where buyers can view, comment, and sign — giving reps full visibility into how prospects engage.

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seProposals logo

Proposal & quoting platform with deep CRM integration

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Visually stunning, fast proposals. Deep integration and powerful content libraries for proactive proposals.

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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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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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FPX logo

Selling Solutions for Mechanical Equipment Manufacturers

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Smart CPQ is a configure-price-quote software with built-in proposal automation to create formatted & branded proposals, supporting upselling & guided selling.

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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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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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Bonsai logo

One platform to streamline your entire business

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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

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GetAccept logo

Make room for deals

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GetAccept’s Digital Sales Room empowers revenue teams to increase their win rates by understanding buyers and close more deals.

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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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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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DealHub logo

Agentic Quote-to-Revenue platform for enterprises

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Send Business Proposals with Confidence

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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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Cacheflow logo

Deal-closing platform that automates quote to close

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Cacheflow is a cloud-based deal-closing solution that helps streamline the quote-to-close process. Users can create proposals including usage-based pricing.

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Ignition logo

Sell, bill and get paid in one platform.

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Ignition automates proposals, billing, payments and workflows in a single AI-powered platform, empowering service-based businesses to sell, bill and get paid faster.

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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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Alboom CRM logo

Customer relationship management (CRM) for small businesses

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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.

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ClientPoint logo

Cloud-based document and proposal and tracking software.

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

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