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Proposal Management
Task tracking

Proposal Management Software with Task Progress Tracking (2026)

Last updated: April 2026

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Features

Electronic Signature(12)

Billing & Invoicing(9)

CRM(15)

Content Library(12)

Workflow Management(15)

Integrated with

Salesforce Sales Cloud(3)

QuickBooks Online(4)

Zoho CRM(1)

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HoneyBook

4.7

(678)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Client management for freelancers & SMBs

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.

Read more about HoneyBook

Users also considered

Agiled

4.7

(350)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Software for managing business operations

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.

Read more about Agiled

Users also considered

Responsive

4.6

(170)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Be more strategic, efficient, successful and Responsive.

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

Read more about Responsive

Users also considered

Indy

4.7

(103)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Own it.

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.

Read more about Indy

Users also considered

Docubee

4.7

(87)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Intelligent Contract Automation

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

Read more about Docubee

Users also considered

Bonsai

4.6

(95)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

One platform to streamline your entire business

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

Read more about Bonsai

Users also considered

Wethos

4.7

(74)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

All in one software made for freelancers, by freelancers.

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.

Read more about Wethos

Users also considered

Ideagen Collaboration Portal

4.5

(68)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Enterprise Collaboration with Total Control

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

Read more about Ideagen Collaboration Portal

Users also considered

Proteus

5.0

(21)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Project management tool designed by engineers for engineers

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.

Read more about Proteus

Users also considered

Revv

4.7

(20)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The best eSignature workflow automation software

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.

Read more about Revv

Users also considered

Intralinks VDRPro

4.1

(20)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Try Intralinks VIA for Free !

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.

Read more about Intralinks VDRPro

Users also considered

Contentverse

4.1

(19)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Simple, secure document management for everyone

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.

Read more about Contentverse

Users also considered

Orbit Online

4.3

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Efficient planning and execution of projects and processes

Orbit standardises and streamlines your proposal process. Integrations and high-end tools add a new dimension to your business data by effectively bring business data to an operational level – thereby Orbit give the user a tool to work data-driven and error free with the bidding process.

Read more about Orbit Online

Users also considered

TimO

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The modular Project-ERP Business Suite

Digitize your processes from time tracking and resource planning to invoicing – flexible, secure, and 100% made in Germany.

Read more about TimO

Users also considered

Silvasoft

(0)

Online booking and invoicing solution

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.

Read more about Silvasoft

Users also considered

DocuCollab Contract Management Software

(0)

Cloud-based contract management solution

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.

Read more about DocuCollab Contract Management Software

Users also considered

FigsFlow

(0)

Cloud-based proposal software for accountants and firms

FigsFlow is a cloud-based accounting proposal software designed for all types of accountancy practices, such as individual accountants or multi-partner accountancy firms that simplifies the process of creating proposals, generating regulatory-compliant engagement letters, and setting consistent pricing for services.

Read more about FigsFlow

Users also considered

Related categories

Product Configurator

Billing and Invoicing

Digital Signature

Document Management

Contract Management

Sales Enablement

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