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Proposal Management Software with Dashboard (2026)

Last updated: April 2026

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20 software options

Jotform logo

Cloud-based form builder tool for digital forms.

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End-to-end automated proposal management made easy with Jotform Enterprise

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HoneyBook logo
Category Leaders

Client management for freelancers & SMBs

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Say hello to the only proposal you’ll ever need.
Invoice, agreement, and payment are together at last. That means a seamless experience for your clients—and more cha-ching for you. Professional, beautiful templates and smart notifications make it easy for clients to say yes.

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Ploomes CRM logo

CRM platform that automates sales and business workflows

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Ploomes automates proposal creation and management, allowing teams to generate quotes, contracts, and documents directly from CRM data. With templates, approval flows, and e-signature integrations, companies reduce errors and close deals faster. Available from $22/user/month.

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Agiled logo
Category Leaders

Software for managing business operations

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Agiled is a cloud-based business management software designed to help businesses of all sizes manage invoicing, contracts, employees, finances, and other operations on a unified portal. Its project management capabilities allow organizations to handle tasks, project details, and team members using customizable templates, view, edit and share schedules with clients using Gantt Charts and create and assign tasks to teams.

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Deltek Vision logo

Project management tool for professional services managers.

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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.

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Ignition logo
Category Leaders

Sell, bill and get paid in one platform.

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Ignition automates proposals, billing, payments and workflows in a single AI-powered platform, empowering service-based businesses to sell, bill and get paid faster.

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ClientPoint logo

Cloud-based document and proposal and tracking software.

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Create impressive business proposals online in minutes. Empower your sales team to win more business. Get your FREE demo now.

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Sage 100 logo

Enterprise resource planning software

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Sage 100 is a customizable business management solution that helps businesses automate financials, operations, and payroll, providing complete visibility into the operations. Sage 100 grows with the business, allowing teams to scale and meet specific needs as a small or medium-sized enterprise.

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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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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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Alboom CRM logo

Customer relationship management (CRM) for small businesses

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Alboom CRM is a customer relationship management system for small creative businesses. Alboom has been built to meet the needs of individuals and small businesses. Industry-leading features include one-click data view and update, business rules to control how your data flows, an activity dashboard, a contact database, and more.

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Aligned logo

Customer Collaboration Platform for sales & CS teams

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With Aligned's digital sales room you can orchestrate complex deals, manage the process, maximize buyer engagement, and reduce time to value. It streamlines all your customer communication, content, processes, and tools into one personalized customer workspace. No more chasing over emails.

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Unanet CRM by Cosential logo

#1 Construction CRM in USA.

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Cosential is a mobile-optimized CRM and proposal automation solution for architecture, engineering, and construction firms

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Proteus logo

Project management tool designed by engineers for engineers

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Proteus brings winning business, resource management, project management, project financials, and business intelligence into one simplified view. Specifically design for companies working in the energy sector. Write flawless and consistent proposals faster, allowing you to win more business.

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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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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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Contentverse logo

Simple, secure document management for everyone

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Contentverse is a secure, versatile, fully-featured enterprise content management solution. 128-bit encryption. DocuSign integration. On-premise and/or cloud implementation. With a robust indexing module that can detect text, barcodes, and QR codes on scanned pages as searchable metadata.

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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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Zomentum Grow logo
(0)

Reinvent the way you Consult, Quote, and Close

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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.

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Deepbloo logo
(0)

A comprehensive B2B platform for energy professionals

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Deepbloo provides the deepest digital solution for Business development and Market intelligence in the energy sector. Extend your network and get updated with the latest energy tender. Sign up today for free!

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