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Top Rated Proposal Management Software with Crm integration - Page 2

Last updated: May 2026

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119 software options

Indy logo

Own it.

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Indy is an all-in-one admin solution that enables a seamless workflow from your first proposal to a client to the final invoice payment and everything in between. Indy is designed for freelancers, entrepreneurs, and business owners who want to level up their productivity and grow their businesses.

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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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XaitPorter logo

Document automation & collaboration solution

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XaitPorter is an all-in-one solution that enables teams to improve the quality of their bids & proposals, and ensure that they're delivered on time, every time, resulting in higher win rates. Speed up your proposal creation process by up to 70%!

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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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MiClient logo

Business proposal management solution for service providers

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An effortless way to Deliver Winning Proposals

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QorusDocs logo

Fast / Automated / AI-Powered proposal responses that win.

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QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins.

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Sofon Guided Selling logo

Guided Selling Software

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Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations

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XTEN-AV logo

Award-winning AV design & proposal software

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By providing AV integrators with exceptional designing and deal-breaking proposal tools, XTEN-AV aims to improve the experience. The most user-friendly tools in the AV business, X-DOC, X-PRO, XAVIA and X-DRAW, were developed by specialists to assist integrators.

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Quote Manager CPQ logo

Simplify your Quoting Process by using Quote to Cash

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Quote Manager is a cloud-based and on-premise software that is native to Dynamics 365. This allows your sales team to create and send professionally branded quotes from Dynamics 365 in a few minutes.

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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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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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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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top.legal logo

We eliminate the hassle of contract negotiation.

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top.legal optimizes contract negotiation with smart analytics and automation. Create, edit, and negotiate multiple contracts swiftly while adhering to compliance frameworks. Experience the seamless intersection of speed, compliance, and efficiency.

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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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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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Sellizer logo

Find out what happens with the proposals you send

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Sellizer is a comprehensive sales support tool that will notify you when a Customer opens an offer and provide key statistics that you have never had access to.

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3PLEX logo

Automated planning and quoting system

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3PLEX is a modular platform for automated planning and quoting of complex systems. It digitizes the entire workflow from sales to delivery. Systems are planned or configured in 3D with a few clicks and CAD data is created automatically. Prices, quotations and all relevant data for order processing are automatically generated.

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CanvasLogic logo

Interactive AR Product Configurator, 3D Visualization tool.

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Incorporating 3D and AR product configuration, CanvasLogic software enables users to create accurate, real-time proposals while visualizing their order. With error-free pricing, proposals, quotes and orders, CanvasLogic delivers effortless automated proposal management.

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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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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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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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Bidspeed logo

Government Opportunity Management

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Bidspeed is a web-based opportunity management application designed for businesses that sell to the federal government. Bidspeed manages the entire government sales process: research, business development, opportunity and capture management, proposal development and fulfillment, bid / no bid and win / loss tracking.

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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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ApModulus logo

Quote fast, sell faster!

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ApModulus is a multiplatform web solution to generate quotes fast and easy in any device and any place. You can follow up timely with your prospects so your sales fire up.

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Sculptor CPQ logo

All-in-one CPQ solution for Salesforce Lightning

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Sculptor CPQ is an intuitive all-in-one CPQ solution for Salesforce Lightning. No coding skills required to set up pricing rules and create bundles. Everything is built to simplify a sales rep work without intensive learning of Sculptor interface.

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