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Proposal Management Software with Secure Data Storage (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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24 software options

Docusign logo

Electronic signature & document approval software

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Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

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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
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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 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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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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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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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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GoSign logo

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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.

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

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XaitPorter logo

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XaitPorter is an all-in-one solution that enables teams to improve the quality of their bids & proposals, and ensure that they're delivered on time, every time, resulting in higher win rates. Speed up your proposal creation process by up to 70%!

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Proteus logo

Project management tool designed by engineers for engineers

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Proteus brings winning business, resource management, project management, project financials, and business intelligence into one simplified view. Specifically design for companies working in the energy sector. Write flawless and consistent proposals faster, allowing you to win more business.

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DocHipo logo

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Create on-brand proposals, presentations, documents, videos, social posts, and ads in minutes with DocHipo. Built for brands, creators, and sales teams, it combines ready layouts with an easy drag-and-drop editor to help you design faster and stay consistent.

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Ombud logo

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Our platform combines content collaboration, project management, & machine learning to streamline, standardize & automate the creation of client-facing documentation.

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Revv logo

The best eSignature workflow automation software

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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.

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Intralinks VDRPro logo

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Intralinks VIA offers secure, scalable file-sharing letting you store all of your content online. Access, manage, share, and UNshare from anywhere, anytime. Enterprise-grade file sync and share tool that IT and business professionals will love.

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Contentverse logo

Simple, secure document management for everyone

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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.

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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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FLK it over is a digital signature solution that enables users to create, send, and sign documents in minutes.

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Authorium logo

Streamlining government complexity, seamlessly.

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Authorium provides a transformative enterprise solution for government agencies with complex document-centered processes – in Admin, Policy, HR, Budgeting, Contracts, Grants, Procurements, and more – that accelerates time to result while ensuring compliance, insight, and oversight.

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Signulu logo

Cloud-based electronic signature solution.

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Signulu is a cloud-based electronic signature solution that helps businesses streamline the process of signing documents and contracts on a centralized interface. The platform provides identity verification capabilities using artificial intelligence (AI) so users can ensure the authenticity of the signer and prevent any potential fraud. Signulu also offers document storage options, audit trails, and custom workflow options.

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Legally-binding secure electronic signature solution, designed to make workflows faster for businesses of all sizes.

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DocuCollab Contract Management Software is a cloud-based all-in-one platform designed to assist businesses with managing their contracts from start to finish. The software offers a range of features to streamline the contract lifecycle management process and automate time-consuming tasks, giving users more time to focus on other important business operations.

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Programmatic logo
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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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Sevenet logo
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Sevenet is a software suite specialized in document management that allows supporting all stages of the document life cycle and taking control of information.

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