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Proposal Management Software with Document Management (2026) - Page 3

Last updated: April 2026

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153 software options

Realtair logo

Proposal management software

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Realtair is real estate software that allows businesses to personalize proposals, sign digital contracts, and run listing campaigns in one end-to-end workflow. With Realtair, agents can create custom presentations for clients, showcasing property details, market analysis, and other relevant information.

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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, presentations, and sales documents. Join the more than 1,000 companies and 200,000 users that count on Qvidian to meet deadlines, tame proposal content chaos, and win more deals.

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Expedience Proposal Software logo

Built on MS Word – RFP software you already know how to use.

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Expedience Proposal Software automates sales proposals, RFP & RFI responses (even Excel RFPs), FAQs, DDQs, SOWs, questionnaires, PPT presentations, and more. Designed for medium/large B2B enterprises. Based in MS Word, Expedience is the proposal software you already know how to use.

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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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Flowcase logo

The automated proposal solution for professional services.

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Flowcase is a cloud-based software designed to help professional services firms manage and tailor their CVs and case studies for bids and proposal. With Flowcase you can quickly highlight the most relevant experience for each bid and proposal and export them on custom templates.

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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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Apropo logo

Project estimation tool for software agencies

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The AI-powered estimation platform designed for Software Agencies. Replace spreadsheets with a standardized workflow. Includes component libraries, directional Jira synchronization, and real-time collaboration to streamline pre-sales and secure project delivery margins.

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INFast logo

For entrepreneurs who manage their own invoicing

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INFast is a cloud-based software designed to help businesses generate invoices, create financial documents and streamline other accounting processes.

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EasyPQQ logo

Cloud-based document authoring solution

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EasyPQQ is a cloud-based document authoring, bid proposal, and tender management system which offers collaboration tools, native search, approvals, and more

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iQuoteXpress logo

For sales proposals & product and pricing configuration

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Automate and simplify proposal management with iQuoteXpress (IQX). Save as much as 70% on the time and costs tied to building, sending, and tracking sales proposals. Starting at $39 a seat.

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Ombud logo

Elevating Enterprise RevOps with Intelligent Automation

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Our platform combines content collaboration, project management, & machine learning to streamline, standardize & automate the creation of client-facing documentation.

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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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Proposal Kit logo

Proposal management solution

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Create professional business proposals in minutes with Proposal Kit’s thousands of industry-specific templates, line-item quoting system, and built‑in AI Writer—one purchase, lifetime access, no subscriptions.

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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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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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