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Proposal Management Software with Client Portal (2026) - Page 3

Last updated: April 2026

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61 software options

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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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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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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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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Dock logo

Cloud-based collaborative workspace for buyers and customers

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Dock is a cloud-based revenue enablement platform that helps project managers, sales teams, customer support executives, and more across industries streamline sales content management, client onboarding, project management, and renewal processes through a centralized dashboard.

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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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Zomentum Grow logo

Reinvent the way you Consult, Quote, and Close

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Simplify the process of proposal management by creating professional and aesthetic proposals in less time. Send proposals in the form of real-time microsites. Customize your template to add a personalized touch. Reduce errors and save time with digital signature for endorsement.

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FigsFlow logo

Cloud-based proposal software for accountants and firms

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FigsFlow is a cloud-based accounting proposal software designed for all types of accountancy practices, such as individual accountants or multi-partner accountancy firms that simplifies the process of creating proposals, generating regulatory-compliant engagement letters, and setting consistent pricing for services.

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Visiativ CPQ logo

Configuration, pricing, and quoting (CPQ) solution

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Visiativ CPQ is a solution designed to help businesses streamline and optimize sales and manufacturing processes and operations.

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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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