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Top Rated Proposal Management Software with Data import export - Page 4

Last updated: November 2026

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146 software options

Proposal.biz logo

AI-powered proposals from first draft to signature

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Proposal.biz is AI-powered proposal management software that helps teams create branded proposals, reuse approved content, collaborate, track recipient engagement, collect feedback, and capture e-signatures in one workflow.

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SCOPE Better logo

Cloud-based CPQ platform

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SCOPE Better is a cloud-based CPQ platform designed for Professional Services businesses. Collaboration and approval are facilitated through the platform, allowing the right people to come together and work on scopes of work seamlessly. With version control and approval workflows, unnecessary complexity and errors are reduced, saving time, streamlining workflows, and enabling faster deal closure.

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SalesManager logo

Earn more high-value service agreements with SalesManager.

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SalesManager is proposal, estimating, and sales management software built for commercial mechanical, HVAC, and fire protection contractors.

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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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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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ScopeStack logo

CPQ automation tool for IT service providers

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ScopeStack is designed for Services CPQ and presales automation—not generic product configuration, proposal design, CRM, or PSA manage.

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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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DealHub logo

Agentic Quote-to-Revenue platform for enterprises

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Send Business Proposals with Confidence

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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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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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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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CobbleStone Contract Insight logo

Contract lifecycle management made easy

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Contract Insight Enterprise is a comprehensive contract lifecycle management system that automates and centralizes contracts, agreements, and obligation records for organizations across industries. The software features AI-powered contract analysis through VISDOM technology, integrated electronic signature capabilities, and robust reporting tools that provide automated alerts for key dates and compliance requirements.

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KSL Suite logo

Software for personalized multichannel B2C communication

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A centralized software solution for generating commercial documents.

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Infocert Sign logo

E-Signature Solution, CSR

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Infocert Sign simplifies signature processes, allowing for easy management of workflows and interactions with colleagues and customers. It reduces operational time and costs while enabling quick execution of decisions, anytime and anywhere.

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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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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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Ignition logo

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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EASA logo

Convert macro/VBA enabled spreadsheets into secure web apps

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Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely browser accessible web apps (including from mobile devices) eliminating Excel chaos. Operates on-prem or cloud

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enegaeru logo

Cloud-based simulation solution for solar power businesses.

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enegaeru is a cloud-based solar solution that helps businesses optimize their energy consumption by simulating the financial impact of installing solar panels and batteries. The platform provides various features to analyze the economic effects of solar and storage investments. Users can input their specific energy usage data and receive a detailed projection of potential electricity cost savings, income from selling excess power, and the overall return on investment.

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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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EasyPQQ Pro logo

AI-powered bid, proposal and tender writing platform.

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Analyse tenders, create stronger bids and in more work, with AI-powered software built specifically for the UK construction sector

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Qvidian logo

RFP response automation and proposal management software.

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With Qvidian, sales and proposal teams can collaborate effortlessly to quickly deliver polished and compliant proposals, presentatio...

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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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Ideagen Collaboration Portal logo

Enterprise Collaboration with Total Control

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A secure enterprise client portal designed for external stakeholder collaboration with government-grade security standards.

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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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