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Proposal Management Software with Workflow Management (2026) - Page 2

Last updated: March 2026

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127 software options

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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Bonsai logo

One platform to streamline your entire business

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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

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DocFlite logo

Quote and Proposal Management Software for Teams

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Proposal management for your whole team. Create beautiful proposals with ease. Use the approval workflow to approve critical documents from team members. Create an in-app user hierarchy to segregate data for sub-teams enhancing control of your data.

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Wethos logo

All in one software made for freelancers, by freelancers.

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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.

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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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VT Docs logo

RFP software for Government Contracting

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RFP software for analyzing solicitations and contracts.

Automate tedious, manual doc review steps and improve quality.

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Loopio logo

RFP Response Software & Proposal Software for the Enterprise

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Loopio's RFP Response Software supercharges the way companies respond to RFPs, RFIs, DDQs and Security Questionnaires. With Loopio, organizations can manage content and streamline collaboration saving time on responses.

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Alboom CRM logo

Customer relationship management (CRM) for small businesses

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Alboom CRM is a customer relationship management system for small creative businesses. Alboom has been built to meet the needs of individuals and small businesses. Industry-leading features include one-click data view and update, business rules to control how your data flows, an activity dashboard, a contact database, and more.

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partnertribe logo

Cloud-based Sales CRM solution

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partnertribe is a cloud-based platform that helps users optimize their sales processes. It is a tool that helps with managing sales transactions and optimizing sales negotiations. The software helps users access documents, receive digitally signed acceptance contracts from customers, and create HTML forms to insert in landing pages.

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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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GoSign logo

E-Signature Solution, CSR

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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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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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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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Quoter logo

Sales enablement for technology service providers.

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Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.

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Cacheflow logo

Deal-closing platform that automates quote to close

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Cacheflow is a cloud-based deal-closing solution that helps streamline the quote-to-close process. Users can create proposals including usage-based pricing.

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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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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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GetAccept logo

Make room for deals

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GetAccept’s Digital Sales Room empowers revenue teams to increase their win rates by understanding buyers and close more deals.

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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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ConnectWise CPQ logo

Quote. Propose. Close.

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ConnectWise Sell is a quote and proposal automation software to create professionally branded quotes, manage your catalog, and more. See free demo!

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Realtair logo

Proposal management software

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Realtair is real estate software that allows businesses to personalize proposals, sign digital contracts, and run listing campaigns in one end-to-end workflow. With Realtair, agents can create custom presentations for clients, showcasing property details, market analysis, and other relevant information.

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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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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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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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