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Proposal Management Software with Multi-Currency (2026)

Last updated: April 2026

Proposal Management Software Key Features

    Based on 1618 user opinions, we identified 6 features that are important for any product in Proposal Management Software

  • Electronic Signature

    Digitally sign online documents

    Average user rating

    4.7

  • Quotes/Estimates

    Generate quotes or estimates for customers

    Average user rating

    4.7

  • Proposal Generation

    Create proposals based on costs of labor and materials

    Average user rating

    4.7

  • Customizable Templates

    Pre-designed layouts that can be customized to match preferences and requirements

    Average user rating

    4.5

  • Data Import/Export

    Import and export data to and from software applications

    Average user rating

    4.5

  • Workflow Management

    Create, design and manage workflows for repetitive tasks

    Average user rating

    4.5
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36 software options

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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Ploomes CRM logo

CRM platform that automates sales and business workflows

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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.

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Agiled logo
Category Leaders

Software for managing business operations

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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.

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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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Quotient logo

Online Quoting and Proposal Software

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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.

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Deltek Vision logo

Project management tool for professional services managers.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

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Sage 100 logo

Enterprise resource planning software

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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.

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Indy logo
Category Leaders

Own it.

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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.

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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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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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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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GetAccept logo

Make room for deals

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GetAccept’s Digital Sales Room empowers revenue teams to increase their win rates by understanding buyers and close more deals.

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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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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.

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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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XaitCPQ logo

CPQ Software; quote large, complex projects in minutes.

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Start creating error-free product and/or services quotes way faster - without the risk - and prepare to scale for growth.

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bit2win CPQ logo

Automate config, quote, orders, sales & marketing processes.

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Bit2win CPQ enables sales and marketing organizations to automate and optimize quote creation and orders capture. Built natively on Salesforce Bit2win is now also supporting other CRM systems and is cross Cloud platform solution.

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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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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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ScopeStack logo

CPQ automation tool for IT service providers

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ScopeStack is a cloud-based sales automation tool designed to help IT service providers adjust and set up pricing and create statement of work (SOW) for clients. Features include project pipeline management, workflow approval, pricing calculator, team collaboration, audit history & version control.

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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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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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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

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