getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Proposal Management Software with Email Management (2026)

Last updated: April 2026

Filter results

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

44 software options

Jotform logo

Cloud-based form builder tool for digital forms.

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

Read more about Jotform

Users also considered
PandaDoc logo
Category Leaders

Cloud-based tool for creating, editing and signing documents

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

Read more about PandaDoc

Users also considered
HoneyBook logo
Category Leaders

Client management for freelancers & SMBs

learn more
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

Users also considered
Ploomes CRM logo

CRM platform that automates sales and business workflows

learn more
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.

Read more about Ploomes CRM

Users also considered
Agiled logo
Category Leaders

Software for managing business operations

learn more
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.

Read more about Agiled

Users also considered
QuoteWerks logo
Category Leaders

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

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

Read more about QuoteWerks

Users also considered
Quotient logo

Online Quoting and Proposal Software

learn more
Quotient's dashboard offers a single place to create quotes and track all quote activity. Create detailed, complex, multi-item proposals and track opens/clicks.

Read more about Quotient

Users also considered
ClientPoint logo

Cloud-based document and proposal and tracking software.

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

Read more about ClientPoint

Users also considered
Indy logo
Category Leaders

Own it.

learn more
Indy is an all-in-one admin solution that enables a seamless workflow from your first proposal to a client to the final invoice payment and everything in between. Indy is designed for freelancers, entrepreneurs, and business owners who want to level up their productivity and grow their businesses.

Read more about Indy

Users also considered
DealHub logo

Agentic Quote-to-Revenue platform for enterprises

learn more
Send Business Proposals with Confidence

Read more about DealHub

Users also considered
QorusDocs logo
Category Leaders

Fast / Automated / AI-Powered proposal responses that win.

learn more
QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins.

Read more about QorusDocs

Users also considered
DocFlite logo

Quote and Proposal Management Software for Teams

learn more
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.

Read more about DocFlite

Users also considered
Conga Composer logo

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

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

Read more about Conga Composer

Users also considered
Alboom CRM logo

Customer relationship management (CRM) for small businesses

learn more
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.

Read more about Alboom CRM

Users also considered
GoSign logo

E-Signature Solution, CSR

learn more
GoSign by InfoCert 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.

Read more about GoSign

Users also considered
WBudget logo

Cloud-based sales proposal management solution

learn more
WBudget is a complete web-based proposal management platform that helps companies to save time and avoid rework. An average WBudget user creates and submits a fully professional proposal in less than 5 minutes and can remotely track its approval and closure.

Read more about WBudget

Users also considered
Ideagen Collaboration Portal logo

Enterprise Collaboration with Total Control

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

Read more about Ideagen Collaboration Portal

Users also considered
Quoter logo

Sales enablement for technology service providers.

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

Read more about Quoter

Users also considered
Unanet CRM by Cosential logo

#1 Construction CRM in USA.

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

Read more about Unanet CRM by Cosential

Users also considered
Recapped logo

Proposal management solution for B2B sales teams

learn more
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.

Read more about Recapped

Users also considered
INFast logo

For entrepreneurs who manage their own invoicing

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

Read more about INFast

Users also considered
iQuoteXpress logo

For sales proposals & product and pricing configuration

learn more
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

Users also considered
Revv logo

The best eSignature workflow automation software

learn more
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.

Read more about Revv

Users also considered
Nintex DocGen for Salesforce logo

Document automation for Salesforce (formerly Drawloop)

learn more
DocGen - formerly Drawloop - is a document generation software designed to automate document processes in Salesforce with Dynamic Document Packages (DDP).

Read more about Nintex DocGen for Salesforce

Users also considered
EZLynx logo

Your most productive employee.

learn more
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.

Read more about EZLynx

Users also considered