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Top Rated Proposal Management Software with Task management

Last updated: June 2026

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88 software options

Catapult logo

Industry-Agnostic RFx Solution with Automated Q&A Database

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Catapult is an industry-agnostic RFP as a service solution that provides businesses with tools to manage all of their RFP opportunities.

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OpenGov Procurement & Contract Management logo

Cloud-based government procurement software.

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OpenGov Procurement is a cloud-based procurement solution that helps streamline the procurement lifecycle, from solicitations to contracts. The platform is designed specifically for government agencies to gain control over spending and improve regulatory compliance. It features tools to automate the creation of solicitations, reducing formatting issues and version control challenges.

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HoneyBook logo

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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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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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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Aligned logo

Customer Collaboration Platform for sales & CS teams

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With Aligned's digital sales room you can orchestrate complex deals, manage the process, maximize buyer engagement, and reduce time to value. It streamlines all your customer communication, content, processes, and tools into one personalized customer workspace. No more chasing over emails.

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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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Agiled logo

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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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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WBudget logo

Cloud-based sales proposal management solution

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WBudget is a complete web-based proposal management platform that helps companies to save time and avoid rework. An average WBudget user creates and submits a fully professional proposal in less than 5 minutes and can remotely track its approval and closure.

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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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Ombud logo

Elevating Enterprise RevOps with Intelligent Automation

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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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Docubee logo

Intelligent Contract Automation

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Docubee is an intelligent contract automation platform that makes it easy to securely gather information, generate documents, manage workflows, and collect legally binding eSignatures.

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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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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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The CAP logo

Software for managing proposals and compliance

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The CAP is a proposal management software designed to help businesses in Legal, government contracting, IT, finance, and other industries manage the entire proposal process from creation to editing, shredding, and sharing via a unified portal. The platform includes a built-in proposal builder, which enables users to add multiple workgroups, define proposal outlines, and add, edit, or remove custom sections and sub-sections.

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Indy logo

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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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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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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XTEN-AV logo

Award-winning AV design & proposal software

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By providing AV integrators with exceptional designing and deal-breaking proposal tools, XTEN-AV aims to improve the experience. The most user-friendly tools in the AV business, X-DOC, X-PRO, XAVIA and X-DRAW, were developed by specialists to assist integrators.

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XaitPorter logo

Document automation & collaboration solution

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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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QorusDocs logo

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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top.legal logo

We eliminate the hassle of contract negotiation.

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top.legal optimizes contract negotiation with smart analytics and automation. Create, edit, and negotiate multiple contracts swiftly while adhering to compliance frameworks. Experience the seamless intersection of speed, compliance, and efficiency.

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infoRouter logo

Document management solution with BPM tools

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infoRouter is a document management solution that helps businesses manage the organization, storage, security, & sharing of documents. The business process automation (BPM) tools enables organizations to create workflows as well as review or edit files, add attachments, & generate ad-hoc tasks.

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Relevant Match logo

Save Time, Save Money, Increase Pwin!

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Relevant Match Online (RMO) optimizes proposals by aligning them with RFPs, analyzing match scores, and enabling rapid improvements. It tracks versions, offers one-click analysis, and delivers insights in minutes. RMO simplifies collaboration and boosts efficiency, with an offline option for SCIFs

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