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Proposal Management Software with Pipeline Management (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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25 software options

PandaDoc logo
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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 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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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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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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DealHub logo

Agentic Quote-to-Revenue platform for enterprises

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Send Business Proposals with Confidence

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

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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.

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Conga Composer logo

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

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

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Alboom CRM logo

Customer relationship management (CRM) for small businesses

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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.

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

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Cacheflow logo

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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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Quote. Propose. Close.

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ConnectWise Sell is a quote and proposal automation software to create professionally branded quotes, manage your catalog, and more. See free demo!

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Expedience Proposal Software logo

Built on MS Word – RFP software you already know how to use.

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Expedience Proposal Software automates sales proposals, RFP & RFI responses (even Excel RFPs), FAQs, DDQs, SOWs, questionnaires, PPT presentations, and more. Designed for medium/large B2B enterprises. Based in MS Word, Expedience is the proposal software you already know how to use.

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Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations

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Recapped logo

Proposal management solution for B2B sales teams

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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.

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Business proposal management solution for service providers

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An effortless way to Deliver Winning Proposals

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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.

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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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Cincom Proposal Management automates proposal creation, ensuring accuracy, compliance, and faster sales with seamless CRM and CPQ integration.

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Sellizer is a comprehensive sales support tool that will notify you when a Customer opens an offer and provide key statistics that you have never had access to.

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Dock is a cloud-based revenue enablement platform that helps project managers, sales teams, customer support executives, and more across industries streamline sales content management, client onboarding, project management, and renewal processes through a centralized dashboard.

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Silvasoft logo
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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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