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Proposal Management Software with Payment Processing (2026)

Last updated: April 2026

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21 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.

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Jotform Sign logo

Powerful Forms Get It Done

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

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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.

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Proposify logo

Cloud-based proposal management tool for sales teams.

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Proposify helps sales teams upgrade their proposal workflows. With Proposify, teams create, send, track, and e-sign winning proposals, contracts, quotes and other sales documents. Boost close rates, increase average deal size, and save hours of manual labor with Proposify proposal software.

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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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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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ClientPoint logo

Cloud-based document and proposal and tracking software.

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

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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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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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Wethos logo

All in one software made for freelancers, by freelancers.

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On Wethos, you can take your proposal creation time from hours to minutes, create and send invoices to clients, and get paid - without ever having to switch tabs. Leverage Wethos' template library to scope your work and get paid.

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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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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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AccountGroove logo

Smart proposal & billing software

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AccountGroove is a smart proposal and billing software. It helps accounting practices win clients, automate billing, and get paid faster all in one platform. AccountGroove streamlines engagement letters, invoices, and payments while integrating with popular accounting tools.

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netLex logo

Simple and secure agreements

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netLex is an end-to-end platform used by leading companies to manage their contracts’ lifecycle. Gain +240% productivity by automating document creation and configuring intelligent workflows, as well as extracting data for management and intelligence panels.

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Programmatic logo

Turn any document into an intelligent, living workflow.

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Programmatic transforms static Word and PDF files into intelligent, editable documents with built-in logic, variables, and automation. Draft, collaborate, approve, and sign in one platform that integrates with your workflows and cuts up to 45% of manual work.

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Silvasoft logo

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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