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Top Rated Proposal Management Software with Customizable templates - Page 5

Last updated: September 2026

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157 software options

Responsive, formerly RFPIO logo

Cloud SRM platform for RFPs, DDQs & proposals

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Responsive helps proposal teams build tailored, on-brand proposals in minutes with AI drafts, governed content reuse, and seamless collaboration.

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17hats logo

The Premier Small Business Management Platform

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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.

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Recapped logo

Proposal management solution for B2B sales teams

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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.

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Conga Composer logo

Create, track, and manage on-brand documents automatically.

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Composer empowers sales teams to create personalized, data-driven proposals in minutes. Automate content, ensure brand consistency, and accelerate the proposal-to-close process.

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Solargraf logo

Solar proposal design, financing, and permit management

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abc

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Proposify logo

Cloud-based proposal management tool for sales teams.

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Proposify helps sales teams upgrade their proposal workflows. With Proposify, teams create, send, track, and e-sign winning proposals, contracts, quotes and other sales documents. Boost close rates, increase average deal size, and save hours of manual labor with Proposify proposal software.

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RocketDocs logo

Launch. Boost. Land.

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Sales Enablement, RFPs, RFIs, DDQs, Mobile Sales Engine, Proposal Software

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fynk logo

Cloud-based contract lifecycle management software with AI

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fynk is a cloud-based contract management platform with an AI Assistant that reads contracts, flags risks, and takes action, tagging, moving status, or building dashboards, right in the chat.

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Programmatic logo
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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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Provelo logo
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Interactive proposal platform that converts

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Provelo is a proposal management platform that transforms traditional business proposals into interactive digital experiences. The software allows users to create customizable proposals with modular sections containing text, images, embedded videos, and downloadable files. It features client interaction tracking, one-click acceptance or rejection, WhatsApp notifications, and analytics integration with Google Analytics and Meta Ads for remarketing purposes.

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Aavenir RFPflow logo
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RFP tool for handling sourcing and procurement workflows

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Aavenir RFPflow is a request for proposal solution that allows easy and effortless RFI/ RFP/RFQ creation using questions’ libraries and templates. It manages RFP-to-award lifecycle stages by assigning suppliers and stakeholders on a milestone-based RFP Workflow and sends automated alerts and notifications for deadlines.

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PSQuote logo
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Professional Services Quoting for Salesforce and PSA

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PSQuote is a cloud-based services quoting software for PSA and Salesforce that was specifically built for sales teams to be able to quote services based exactly on how they deliver. Create Professional Services Quotes in Salesforce from an Opportunity using discounts, resource roles, delivery schedules, rate cards, support for contractors, packaged offerings, and more.

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TeklifFIX logo
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Modern B2B Proposal, CPQ and Sales Pipeline Software

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TeklifFIX is an end-to-end B2B proposal and CPQ management platform. It combines multi-branch team governance, an intelligent stock reservation alert system, a free drag-and-drop web editor, and a 5-language Chrome extension to streamline sales pipelines and deliver vector A4 PDF quotes.

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Clientary logo

Everything you need for your professional service business.

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Full-suite app for your team to manage projects, payments, clients and more.

Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client workflows to bring it all under one roof.

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Veew logo
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Cloud-based AI video intelligence for enterprises

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Cloud-based AI video intelligence platform automating threat detection, analytics, and operational insights for enterprise security.

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Etheria logo
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Platform for travel and hospitality bookings

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ETHERIA is an enquiry management platform designed for travel and hospitality businesses to handle guest requests and create interactive eProposals. The software centralizes inquiries from multiple channels including email, phone, chat, and web forms into a unified dashboard. It features automated workflows, customizable branded proposals, and integration capabilities with property management systems, channel managers, and booking engines.

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Dextara CPQ logo
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CPQ solution

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Dextara CPQ is a 100% Salesforce native platform. A high performance CPQ that supports complex product configuration and pricing software. Dextara CPQ drives profitable sales with efficient pricing and accurate quoting.

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DocuCollab Contract Management Software logo
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Cloud-based contract management solution

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DocuCollab Contract Management Software is a cloud-based all-in-one platform designed to assist businesses with managing their contracts from start to finish. The software offers a range of features to streamline the contract lifecycle management process and automate time-consuming tasks, giving users more time to focus on other important business operations.

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Cobrief logo
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AI-driven tender & proposal management platform

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Cobrief is an AI-powered tender management platform designed to streamline the bidding process for businesses. The software features automated proposal writing, bid evaluation tools, CV matching capabilities, and product catalog integration for pricing forms. It includes tender discovery with search and alert functions, requirement analysis, collaboration tools with team permissions, and a knowledge base for organizational insights.

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Silvasoft logo
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Online booking and invoicing solution

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Silvasoft is an accounting solution, designed to help businesses in the Netherlands and Belgium manage bookkeeping and invoicing. It also offers support for business management, with tools such as time registration, inventory tracking, personnel management, project management, agenda & a CRM tool.

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Kaseya Quote Manager logo

Quoting, procurement & eCommerce for MSPs

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Datto Commerce is a quoting and procurement software that offers managed service providers (MSPs) with tools to streamline eCommerce operations.

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Flexbilling logo
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Salesforce Addon Flexbilling with CPQ and billing functions

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Flex billing is a Salesforce addon that provides users with CPQ and billing functions. The software solution is 100% based on Salesforce and easy to setup.

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TaxDome logo

Tax practice management software for bookkeepers and CPAs

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Trusted by 15,000+ tax, bookkeeping, and accounting firms, TaxDome is the #1-rated practice management platform for CPAs and EAs — combining workflow automation, CRM, document management, client portal, and billing in one connected hub.

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Tacton CPQ logo

Tacton Trusted Configuration. Sales Made Simple for Complex

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With Tacton CPQ, B2B manufacturers can sell highly individualized products as if they were standard. With needs-based configuration, instant pricing, 3D visualization and automatic CAD files, your sales reps can define, price and order custom products without sales support.

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AutoRFP.ai logo

AI-native RFP responses, grounded in your content

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AutoRFP.ai is an AI-native platform for responding to RFPs, DDQs, and security questionnaires. The AI Response Engine drafts answers grounded in your verified content library, while the AI Reviewer scores proposals and flags gaps before submission - with SSO, 18+ integrations, and ISO 27001:2022 & S

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