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Top Rated Proposal Management Software with Task management - Page 3

Last updated: June 2026

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89 software options

Qvidian logo

RFP response automation and proposal management software.

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With Qvidian, sales and proposal teams can collaborate effortlessly to quickly deliver polished and compliant proposals, presentations, and sales documents. Join the more than 1,000 companies and 200,000 users that count on Qvidian to meet deadlines, tame proposal content chaos, and win more deals.

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Ideagen Collaboration Portal logo

Enterprise Collaboration with Total Control

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

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Conga CPQ logo

Deliver accurate quotes more quickly & create smarter deals.

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Conga is the leading provider of a cloud platform to create, sign, store and collaborate on documents with internal team members and customers.

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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.

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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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Intralinks VDRPro logo

Try Intralinks VIA for Free !

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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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Unanet CRM by Cosential logo

#1 Construction CRM in USA.

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Cosential is a mobile-optimized CRM and proposal automation solution for architecture, engineering, and construction firms

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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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Responsive logo

Be more strategic, efficient, successful and Responsive.

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Responsive helps proposal teams build tailored, on-brand proposals in minutes with AI drafts, governed content reuse, and seamless collaboration.

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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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Solargraf logo

Solar proposal design, financing, and permit management

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abc

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PandaDoc logo

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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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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RocketDocs logo

Launch. Boost. Land.

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Sales Enablement, RFPs, RFIs, DDQs, Mobile Sales Engine, 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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Programmatic logo
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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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Provelo logo
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Interactive proposal platform that converts

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Provelo is a proposal management platform that transforms traditional business proposals into interactive digital experiences. The software allows users to create customizable proposals with modular sections containing text, images, embedded videos, and downloadable files. It features client interaction tracking, one-click acceptance or rejection, WhatsApp notifications, and analytics integration with Google Analytics and Meta Ads for remarketing purposes.

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Aavenir RFPflow logo
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RFP tool for handling sourcing and procurement workflows

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Aavenir RFPflow is a request for proposal solution that allows easy and effortless RFI/ RFP/RFQ creation using questions’ libraries and templates. It manages RFP-to-award lifecycle stages by assigning suppliers and stakeholders on a milestone-based RFP Workflow and sends automated alerts and notifications for deadlines.

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PSQuote logo
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Professional Services Quoting for Salesforce and PSA

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PSQuote is a cloud-based services quoting software for PSA and Salesforce that was specifically built for sales teams to be able to quote services based exactly on how they deliver. Create Professional Services Quotes in Salesforce from an Opportunity using discounts, resource roles, delivery schedules, rate cards, support for contractors, packaged offerings, and more.

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DocuCollab Contract Management Software logo
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Cloud-based contract management solution

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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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Cobrief logo
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AI-driven tender & proposal management platform

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Cobrief is an AI-powered tender management platform designed to streamline the bidding process for businesses. The software features automated proposal writing, bid evaluation tools, CV matching capabilities, and product catalog integration for pricing forms. It includes tender discovery with search and alert functions, requirement analysis, collaboration tools with team permissions, and a knowledge base for organizational insights.

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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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Flexbilling logo
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Salesforce Addon Flexbilling with CPQ and billing functions

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Flex billing is a Salesforce addon that provides users with CPQ and billing functions. The software solution is 100% based on Salesforce and easy to setup.

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Altura logo
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AI-driven bid management for winning results

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Altura is an AI-driven bid management platform offering tools to streamline the bid process. Features include an AI bid companion for streamlined management, opportunity management to forecast and qualify bids, and response management for competitive proposals. It provides bid reporting dashboards to improve win rates and a digitized process with centralized workflows and qualification tools for strategic bid/no-bid decisions.

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Cone Proposal-to-Payment logo
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Sell more, bill faster, and collect money effortlessly

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Cone Proposal-to-Payment is an all-in-one solution for businesses. It accelerates proposal creation, expedites deal closures with e-sign and auto-invoicing, simplifies account receivables management, and provides invaluable analytics and robust security features.

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