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Top Rated Proposal Management Software with Small business - Page 4

Last updated: September 2026

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125 software options

Meistio logo
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AI quote & invoice software for tradespeople

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Meistio is AI-powered quotation software for tradespeople, enabling quote creation via voice or text. AI generates detailed proposals with positions, quantities, and prices from a custom price book. Accepted quotes convert to invoices with one click, featuring automated payment reminders and dunning management. Meistio supports digital signatures, PDF export, email delivery, and DSGVO-compliant data storage on German servers.

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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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Quote Factory logo

Transportation management system for freight brokers

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Quote Factory is a cloud-based transportation management software designed to help freight brokers streamline operations. Users can quickly onboard carriers, quote and track LTL shipments, and manage customer interactions seamlessly on a unified portal.

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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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Kaseya Quote Manager logo

Quoting, procurement & eCommerce for MSPs

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Datto Commerce is a quoting and procurement software that offers managed service providers (MSPs) with tools to streamline eCommerce operations.

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OfferNeo logo
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Live proposal platform with tracking and payments

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OfferNeo is a digital proposal software for creating, sending, and tracking interactive web-based proposals. It notifies users when proposals are opened, supports voice notes with noise reduction, and integrates payments via Stripe, PayTR, or bank transfer. With CRM integrations for HubSpot, Salesforce, and Zoho, it supports 10 languages, 33 currencies, AI-assisted content generation, and Google review embedding.

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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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TaxDome logo

Tax practice management software for bookkeepers and CPAs

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Trusted by 15,000+ tax, bookkeeping, and accounting firms, TaxDome is the #1-rated practice management platform for CPAs and EAs — combining workflow automation, CRM, document management, client portal, and billing in one connected hub.

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SolSuite logo

The only software you need.

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SolSuite is a CPQ solution designed to automate the entire quotation process, with approval workflows, custom dashboards, product catalog integration, and more

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Portal logo

The Ultimate Sales Platform for Integrators

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Portal.io is the ultimate sales platform for integrators, with all your product data in one place so proposals are faster and easier.

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OptiOffer logo

Changing the way businesses buy & sell equipment

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OptiOffer is the revolutionary SRP (Supplier - Reseller Platform) that equipment sales professionals use. Known for its revolutionary price quoting system and shareable eCatalog network.

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smartOFFICE logo
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Your business in the palm of your hand

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smartOFFICE is a complete end-to-end business operating system for installation oriented small businesses.

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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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Interactive Quotes logo
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Quoting solution

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Interactive Quotes helps users create better quotes. It also incorporates interactive pricing, eSignature and payments all in one place.

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MICE Operations logo
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All-in-one venue management software for event venues.

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MICE Operations is the ultimate all-in-one venue management software. It streamlines your entire event process—from online RFP widgets and interactive eProposals to real-time event planning, automated run sheets, CRM, and instant invoicing.

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RuleDox logo
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Automated proposal assembly tool for agencies

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RuleDox is a rule-based proposal and scope automation tool that integrates with Google Docs to assemble project proposals for service agencies. The software automatically calculates pricing and hours, includes or excludes sections based on predefined rules, and generates structured documents from user inputs. RuleDox works with existing Google Doc templates and allows teams to maintain consistent scoping logic across multiple projects.

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Cuevr logo
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Sales proposal software that helps close the deal

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Cuevr is a cloud-based sales enablement platform that combines a sales methodology with an AI coach to guide salespeople. It optimizes performance and closing rates through personalized proposals.

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Mon devis facile logo

Cloud-based software for creating custom quotes

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MonDevisFacile is an online quote creation tool that allows entrepreneurs and freelancers to generate professional quotes without registration. The platform enables users to create customized quotes with company logos, specific terms, and VAT information, which can be exported as PDF documents and sent directly to clients. Compatible with Word, Excel, and Canva, the system is designed to streamline administrative tasks for businesses of all sizes.

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BayQuote logo
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Quote landscaping jobs before you leave the driveway

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BayQuote is quoting software built for landscaping and hardscaping contractors. Turn site photos and notes into an AI-drafted, professionally priced estimate in minutes, then send a branded quote your customer can accept by link from their phone — no paperwork, no chasing signatures.

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Extraflow logo
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Create Proposals, Quotes, and Estimates in Pipedrive

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Extraflow is a software that integrates with Pipedrive, enabling users to create and manage quotes, estimates, and proposals within the platform. With features such as autofill, customizable templates, and product catalog integration, it helps streamline sales processes.

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Momenteo logo

Tailored for freelancers

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Momenteo is a user-friendly invoicing software that allows users to create, send, and track invoices and estimates.

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Operwell logo
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The Operating System of Remote-Work

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Operwell is online software built to operate your entire business 100% remotely.

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Portant logo

Document automation for Google Workspace

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Generate, save and email documents automatically within Google Workspace. Portant can create documents and presentations automatically from Google Sheets, Google Forms or Trello.

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Deepbloo logo

A comprehensive B2B platform for energy professionals

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Deepbloo provides the deepest digital solution for Business development and Market intelligence in the energy sector. Extend your network and get updated with the latest energy tender. Sign up today for free!

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Salesbuildr logo
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Sales operations platform for MSPs and IT providers

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Designed for small to large managed service providers (MSPs), Salesbuildr helps create web-based quotes and proposals for recurring and non-recurring products and services. It enables businesses to centralize product management, track changes with audit trials, and streamline sales workflows.

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