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Proposal Management Software with Templates (2026) - Page 4

Last updated: April 2026

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154 software options

AccountGroove logo

Smart proposal & billing software

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AccountGroove is a smart proposal and billing software. It helps accounting practices win clients, automate billing, and get paid faster all in one platform. AccountGroove streamlines engagement letters, invoices, and payments while integrating with popular accounting tools.

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enegaeru logo

Cloud-based simulation solution for solar power businesses.

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enegaeru is a cloud-based solar solution that helps businesses optimize their energy consumption by simulating the financial impact of installing solar panels and batteries. The platform provides various features to analyze the economic effects of solar and storage investments. Users can input their specific energy usage data and receive a detailed projection of potential electricity cost savings, income from selling excess power, and the overall return on investment.

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Experlogix Document Automation logo

Enterprise-grade Document Generation and Automation Software

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Experlogix's document generation and automation product is designed to help businesses streamline the entire document lifecycle, from creating contracts, quotes, policies, and agreements using templates to storing digital assets in a centralized repository.

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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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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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LEEGOO BUILDER logo

Efficient proposal preparation for complex products

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The CPQ software LEEGOO BUILDER supports you in product configuration, calculation and proposal preparation. The flexibly adaptable standard software is primarily designed to meet the requirements of mechanical engineering, special machinery and plant engineering.

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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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Proposeful logo

A Smarter Way to Submit Proposals

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Make an impact on your client with unique proposals. Proposeful's online proposals are like a website that you can customize according to each client's needs to close sales.

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Merkato logo

CPQ suite of applications to manage sales force automation

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Merkato is a sales configurator suite designed to help businesses automate processes related to quote generation, e-commerce management, & upselling. Users can create documents including parts lists, order confirmations, payment terms, or delivery instructions, based on financial calculations.

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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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ScopeStack logo

CPQ automation tool for IT service providers

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ScopeStack is a cloud-based sales automation tool designed to help IT service providers adjust and set up pricing and create statement of work (SOW) for clients. Features include project pipeline management, workflow approval, pricing calculator, team collaboration, audit history & version control.

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GleanQuote logo

Sales proposal and quote software with E-sign

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GleanQuote is a cloud-based sales quote and proposal automation platform designed to help teams with configuration, pricing and proposal generation challenges.

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Zbizlink logo

Cloud-based proposal management tool to aid proposal teams

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Zbizlink is a dynamic, cloud-based proposal management tool that combines six core business applications. More than just a proposal management tool, it’s engineered to ease government and commercial proposals and support the full business development lifecycle.

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Cincom CPQ logo

CPQ solution for manufacturers of complex products

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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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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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TermScout logo

Software for reviewing and creating contracts

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TermScout is a contract review platform that enables law firms, corporations, and investment firms to gain insights into contracts. It uses artificial intelligence (AI) technology to analyze contracts and extract key terms.

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GoProposal logo

Cloud-based proposal management solution

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GoProposal is a comprehensive proposal management solution that helps accounting businesses engage clients professionally and profitably. It offers features like automated proposals and renewals, and client management tools. GoProposal also integrates with accounting software like Xero, QuickBooks, and Sage to create a streamlined experience for businesses and clients.

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Workday Strategic Sourcing logo

Collaborative eSourcing tool for buyers and suppliers

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Workday Strategic Sourcing is a collaborative, cloud-based solution that makes sourcing a truly strategic arm of the business by providing greater visibility throughout the entire sourcing and supplier engagement process.

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R3 WinCenter logo

Cloud-based RFP platform for federal contractors.

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R3 WinCenter is a cloud-based proposal management software built specifically for small and midsize federal government contractors. The platform combines bid, opportunity, and proposal management into one solution that lets users view all their opportunities in one central location and easily manage them.

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KSL Suite logo

Software for personalized multichannel B2C communication

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A centralized software solution for generating commercial documents.

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Vendavo Intelligent CPQ logo

Vendavo® CPQ Cloud is at the Heart of Commercial Excellence

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Helps B2B organizations coordinate, control, and streamline their quote-to-cash processes by making sure sales reps have the right combinations of products & pricing for every situation. Enterprises can now increase sales productivity and win rates while delivering an improved customer experience.

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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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Quote Manager CPQ logo

Simplify your Quoting Process by using Quote to Cash

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Quote Manager is a cloud-based and on-premise software that is native to Dynamics 365. This allows your sales team to create and send professionally branded quotes from Dynamics 365 in a few minutes.

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SalesManager logo

Earn more high-value service agreements with SalesManager.

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SalesManager simplifies the unique workflows needed to win service agreements and project proposals in the commercial service industry.

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SCOPE Better logo

Cloud-based CPQ platform

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SCOPE Better is a cloud-based CPQ platform designed for Professional Services businesses. Collaboration and approval are facilitated through the platform, allowing the right people to come together and work on scopes of work seamlessly. With version control and approval workflows, unnecessary complexity and errors are reduced, saving time, streamlining workflows, and enabling faster deal closure.

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