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Proposal Management Software with Electronic Payments (2026)

Last updated: April 2026

Key features of Proposal Management Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Proposal Generation: Reviewers highlight the efficiency and ease of creating tailored, professional proposals quickly, often using templates and pre-built sections, enhancing both presentation and sales processes. 97% of reviewers rated this feature as important or highly important.
  • Quotes/Estimates: Users appreciate the flexibility, professional appearance, and ease of customization in generating quotes and estimates, which streamline client interactions and decision-making. 94% of reviewers rated this feature as important or highly important.
  • Customizable Templates: Reviewers value the ability to tailor templates to their specific needs, ensuring brand consistency and saving time on repetitive tasks. 94% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Users emphasize the convenience, security, and efficiency of integrating electronic signatures, which streamline the document signing process and enhance remote collaboration. 90% of reviewers rated this feature as important or highly important.
  • Templates: Reviewers find that templates streamline document creation, ensuring consistency and professionalism, and save significant time by providing a structured starting point. 90% of reviewers rated this feature as important or highly important.
  • Document Management: Users highlight the importance of centralized, secure, and easily accessible document storage, which enhances collaboration and ensures efficient retrieval of important files. 89% of reviewers rated this feature as important or highly important.
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23 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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PandaDoc logo
Category Leaders

Cloud-based tool for creating, editing and signing documents

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Accelerate deals by simplifying the process to generate, negotiate, and eSign professional proposals.

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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.

Read more about HoneyBook

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Qwilr logo

Document design and automation tool for sales teams.

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Replace your PDF proposals with interactive and mobile-friendly webpages that are as easy to build and reuse as they are beautiful.

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Better Proposals logo
Category Leaders

Web-based sales proposal software to win business faster.

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Better Proposals is a web based platform for creatives and service providing businesses to create professional, well-formatted sales proposals, with digital signatures, 3rd party integrations, and more. Know when proposals are opened, forwarded or downloaded in order to follow up at the right time.

Read more about Better Proposals

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QuoteWerks logo
Category Leaders

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

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QuoteWerks CPQ automates the sales process creating Quotes and Proposals integrating with CRM and Accounting Solutions. Know when quotes are viewed & e-Signed

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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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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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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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DocFlite logo

Quote and Proposal Management Software for Teams

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Proposal management for your whole team. Create beautiful proposals with ease. Use the approval workflow to approve critical documents from team members. Create an in-app user hierarchy to segregate data for sub-teams enhancing control of your data.

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partnertribe logo

Cloud-based Sales CRM solution

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partnertribe is a cloud-based platform that helps users optimize their sales processes. It is a tool that helps with managing sales transactions and optimizing sales negotiations. The software helps users access documents, receive digitally signed acceptance contracts from customers, and create HTML forms to insert in landing pages.

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Quoter logo

Sales enablement for technology service providers.

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Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.

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Cacheflow logo

Deal-closing platform that automates quote to close

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Cacheflow is a cloud-based deal-closing solution that helps streamline the quote-to-close process. Users can create proposals including usage-based pricing.

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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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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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BlueSnap logo

All-in-one payment platform

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BlueSnap is an all-in-one payment platform that offers tools including online and mobile checkout, subscription management, invoicing, payment processing, POS management, unified commerce, and more. It allows businesses to process payments online and track past transactions.

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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.

Read more about iQuoteXpress

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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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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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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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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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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.

Read more about Salesforce CPQ & Billing

Users also considered
Silvasoft logo
(0)

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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