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. 

Top Rated Proposal Management Software with Client portal - Page 3

Last updated: May 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

63 software options

Merkato logo

CPQ suite of applications to manage sales force automation

learn more
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.

Read more about Merkato

Users also considered
Ideagen Collaboration Portal logo

Enterprise Collaboration with Total Control

learn more
A secure enterprise client portal designed for external stakeholder collaboration with government-grade security standards.

Read more about Ideagen Collaboration Portal

Users also considered
Conga CPQ logo

Deliver accurate quotes more quickly & create smarter deals.

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

Read more about Conga CPQ

Users also considered
Salesforce CPQ & Billing logo

Next generation Configure Price Quote (CPQ) apps

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

Read more about Salesforce CPQ & Billing

Users also considered
Intralinks VDRPro logo

Try Intralinks VIA for Free !

learn more
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.

Read more about Intralinks VDRPro

Users also considered
17hats logo

The Premier Small Business Management Platform

learn more
17hats helps freelancers and small businesses manage projects, marketing, contracts, accounting, online payments, and more. The centralized dashboard in the application displays action items, urgent notifications, upcoming calendar events, and weather forecasts to streamline daily operations.

Read more about 17hats

Users also considered
Recapped logo

Proposal management solution for B2B sales teams

learn more
Recapped.io is a cloud-based solution, which helps business development professionals provide guidance to prospects about the sales cycle and track customer engagement. Users can also create proposal documents containing recaps of conversations and share them with stakeholders in the pipeline.

Read more about Recapped

Users also considered
ConnectWise CPQ logo

Quote. Propose. Close.

learn more
ConnectWise Sell is a quote and proposal automation software to create professionally branded quotes, manage your catalog, and more. See free demo!

Read more about ConnectWise CPQ

Users also considered
Deltek Vision logo

Project management tool for professional services managers.

learn more
Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

Read more about Deltek Vision

Users also considered
Programmatic logo
(0)

Turn any document into an intelligent, living workflow.

learn more
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.

Read more about Programmatic

Users also considered
Visiativ CPQ logo
(0)

Configuration, pricing, and quoting (CPQ) solution

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

Read more about Visiativ CPQ

Users also considered
FigsFlow logo
(0)

Cloud-based proposal software for accountants and firms

learn more
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.

Read more about FigsFlow

Users also considered
Zomentum Grow logo
(0)

Reinvent the way you Consult, Quote, and Close

learn more
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.

Read more about Zomentum Grow

Users also considered