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Top Rated Proposal Management Software with Crm integration - Page 3

Last updated: May 2026

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119 software options

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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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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Wethos logo

All in one software made for freelancers, by freelancers.

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On Wethos, you can take your proposal creation time from hours to minutes, create and send invoices to clients, and get paid - without ever having to switch tabs. Leverage Wethos' template library to scope your work and get paid.

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DocSales logo

Sales automation platform for creating proposals & contracts

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DocSales is a sales automation software designed to help businesses create, edit, electronically sign, and share documents, proposals, quotes, and contracts with customers or prospects on a centralized platform.

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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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PROS Smart CPQ logo

Deliver sales automation with PROS Smart CPQ

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PROS Smart CPQ automates the configure, price, quote process empowering your sales to create accurate, tailored solutions for each customer, every time.

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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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Design+ logo

The Marketing Platform for the Built World.

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ProjectMark streamlines business development and marketing workflows by providing an array of smart solutions tailored specifically for Architectural, Engineering & Construction companies. The platform allows companies to catalog and categorize all of their company, project and employee information

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Awarded AI logo

AI platform for optimizing the government contract lifecycle

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Procurement Sciences is an advanced, AI-driven platform specifically designed to help government and commercial contractors optimize their operations across the entire government contracting lifecycle. The platform leverages artificial intelligence (AI) to streamline business development, capture management, proposal generation, compliance review, and post-award contract execution.

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SalesManager logo

Earn more high-value service agreements with SalesManager.

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SalesManager simplifies the unique workflows needed to win service agreements and project proposals in the commercial service industry.

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WISO MeinBüro logo

German-language office management software

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WISO Mein Büro 365 is an office management software. Many business areas can be managed in one software with WISO Mein Büro. The software covers areas such as offers and invoices, contacts, statistics & evaluations, banking and accounting.

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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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CAS Merlin CPQ logo

CPQ and AIA solution for empowered sales teams

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Reach the next level of agile, efficient sales with our CPQ + AIA software solution. Whether it's digital sales processes, custom-fit and customer-centric quoting, or guided selling with the help of smart CPQ assistants.

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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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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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Experlogix Document Automation logo

Enterprise-grade Document Generation and Automation Software

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Experlogix's document generation and automation product is designed to help businesses streamline the entire document lifecycle, from creating contracts, quotes, policies, and agreements using templates to storing digital assets in a centralized repository.

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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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Loopio logo

RFP Response Software & Proposal Software for the Enterprise

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Loopio's RFP Response Software supercharges the way companies respond to RFPs, RFIs, DDQs and Security Questionnaires. With Loopio, organizations can manage content and streamline collaboration saving time on responses.

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Oneflow logo

Turn contracts into your competitive advantage

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Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. With Oneflow, teams can create, review, sign, and control contracts in one unified platform.

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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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