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Proposal Management
Mobile app

Proposal Management Software with Mobile App (2026)

Last updated: April 2026

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Features

Electronic Signature(11)

Billing & Invoicing(9)

CRM(13)

Content Library(9)

Workflow Management(13)

Integrated with

Salesforce Sales Cloud(4)

QuickBooks Online(3)

Zoho CRM(3)

Microsoft 365(4)

HubSpot CRM(7)

Pricing model

Free(5)

Open Source(1)

Free Trial(11)

One Time License(0)

Subscription(13)

Devices supported

Mac(8)

iPad(9)

Android(10)

Linux(9)

Web-based(15)

iPhone(11)

Windows(10)

Organization types

Small Business(14)

Non Profit(7)

Large Enterprises(12)

Public Administrations(8)

Freelancers(8)

Mid Size Business(11)

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15 software options

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Sponsored

Jotform

4.7

(2.7K)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based form builder tool for digital forms.

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

Read more about Jotform

Users also considered

PandaDoc

4.5

(1.2K)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based tool for creating, editing and signing documents

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

Read more about PandaDoc

Users also considered

HoneyBook

4.7

(678)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Client management for freelancers & SMBs

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

4.9

(418)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

CRM platform that automates sales and business workflows

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

4.7

(350)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Software for managing business operations

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

ClientPoint

4.6

(166)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based document and proposal and tracking software.

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

Sage 100

4.1

(369)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Enterprise resource planning software

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.

Read more about Sage 100

Users also considered

Bonsai

4.6

(95)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

One platform to streamline your entire business

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

Read more about Bonsai

Users also considered

GoSign

4.6

(75)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

E-Signature Solution, CSR

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

Ideagen Collaboration Portal

4.5

(68)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Enterprise Collaboration with Total Control

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

Read more about Ideagen Collaboration Portal

Users also considered

Orcatec

5.0

(14)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based field service management software

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.

Read more about Orcatec

Users also considered

Contentverse

4.1

(19)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Simple, secure document management for everyone

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.

Read more about Contentverse

Users also considered

PROS Smart CPQ

4.5

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Deliver sales automation with PROS Smart CPQ

PROS Smart CPQ automates the configure, price, quote process empowering your sales to create accurate, tailored solutions for each customer, every time.

Read more about PROS Smart CPQ

Users also considered

TimO

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The modular Project-ERP Business Suite

Digitize your processes from time tracking and resource planning to invoicing – flexible, secure, and 100% made in Germany.

Read more about TimO

Users also considered

DealDox CPQ

(0)

Cloud-based CPQ solution for generating quotations

DealDox CPQ is a cloud-based solution for small to large businesses in manufacturing, retail, financial services, and other sectors that helps create quotations, contracts, proposals, estimations, delivery notes, and more.

Read more about DealDox CPQ

Users also considered

Related categories

Product Configurator

Billing and Invoicing

Digital Signature

Document Management

Contract Management

Sales Enablement

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