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Proposal Management Software with Customizable Templates (2026) - Page 3

Last updated: April 2026

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127 software options

Orcatec logo

Cloud-based field service management software

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Orcatec is a cloud-based field service management software designed to help businesses handle and streamline various administrative processes, such as dispatching, employee management, and more. Supervisors can schedule appointments on a calendar and color-code them according to requirements.

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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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Nintex DocGen for Salesforce logo

Document automation for Salesforce (formerly Drawloop)

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DocGen - formerly Drawloop - is a document generation software designed to automate document processes in Salesforce with Dynamic Document Packages (DDP).

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EZLynx logo

Your most productive employee.

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With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier.

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Apparound logo

The all-in-one digital solution for your sales force

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Apparound is the all-in-one sales tool that digitize, accelerate and manage the entire sales journey, from the presentation of marketing materials to the configuration and collection of the order.

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QuoteCloud logo

QuoteCloud: Where Quotes Soar, Business Thrives!

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Supercharge your business with QuoteCloud – the ultimate solution for effortless quoting, unlimited document creation, eSignatures, and more. Elevate your sales process and conquer the competition with QuoteCloud today!

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Bidsketch logo

Proposal software and templates

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Use Bidsketch to quickly create branded client proposals with built-in eSignature. Send by email or export to PDF and direct to custom client landing pages.

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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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Catapult logo

Industry-Agnostic RFx Solution with Automated Q&A Database

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Catapult is an industry-agnostic RFP as a service solution that provides businesses with tools to manage all of their RFP opportunities.

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XaitProposal logo

Proposal management solution

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XaitProposal is a cloud-based proposal management solution that helps teams regain control of proposal creation process.

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The CAP logo

Software for managing proposals and compliance

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The CAP is a proposal management software designed to help businesses in Legal, government contracting, IT, finance, and other industries manage the entire proposal process from creation to editing, shredding, and sharing via a unified portal. The platform includes a built-in proposal builder, which enables users to add multiple workgroups, define proposal outlines, and add, edit, or remove custom sections and sub-sections.

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Conga CPQ logo

Deliver accurate quotes more quickly & create smarter deals.

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

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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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AccountGroove logo

Smart proposal & billing software

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AccountGroove is a smart proposal and billing software. It helps accounting practices win clients, automate billing, and get paid faster all in one platform. AccountGroove streamlines engagement letters, invoices, and payments while integrating with popular accounting tools.

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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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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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infoRouter logo

Document management solution with BPM tools

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infoRouter is a document management solution that helps businesses manage the organization, storage, security, & sharing of documents. The business process automation (BPM) tools enables organizations to create workflows as well as review or edit files, add attachments, & generate ad-hoc tasks.

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Proposeful logo

A Smarter Way to Submit Proposals

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Make an impact on your client with unique proposals. Proposeful's online proposals are like a website that you can customize according to each client's needs to close sales.

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Merkato logo

CPQ suite of applications to manage sales force automation

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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.

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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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ScopeStack logo

CPQ automation tool for IT service providers

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ScopeStack is a cloud-based sales automation tool designed to help IT service providers adjust and set up pricing and create statement of work (SOW) for clients. Features include project pipeline management, workflow approval, pricing calculator, team collaboration, audit history & version control.

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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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Zbizlink logo

Cloud-based proposal management tool to aid proposal teams

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Zbizlink is a dynamic, cloud-based proposal management tool that combines six core business applications. More than just a proposal management tool, it’s engineered to ease government and commercial proposals and support the full business development lifecycle.

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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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Salesforce CPQ & Billing logo

Next generation Configure Price Quote (CPQ) apps

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

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