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Top Rated Proposal Management Software with Small business - Page 4

Last updated: November 2026

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141 software options

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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QuoteCloud logo

QuoteCloud: Where Quotes Soar, Business Thrives!

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Supercharge your business with QuoteCloud – the ultimate solution for effortless quoting, unlimited document creation, eSignatures, and more. Elevate your sales process and conquer the competition with QuoteCloud today!

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Dropbox DocSend logo

Secure document sharing and tracking for professionals.

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DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect your documents.

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Proposable logo

Streamline proposal creation and tracking processes

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Proposable empowers your company to create, track, and sign all your proposals without the headaches.

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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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Criteo logo

Maximise ad performance from discovery to conversion.

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Criteo Commerce Growth is a leading AI-powered performance marketing platform that helps brands and agencies achieve full funnel commerce outcomes across the web, social, video and CTV.

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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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Solargraf logo

Solar proposal design, financing, and permit management

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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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Joist logo

Cloud-based billing and invoicing platform for contractors

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Joist is a billing and invoicing platform, which assists contractors in insulation, masonry, drywall, electrical, fencing, flooring, carpentry, and other sectors with customer management, online payments, work orders, and more. Professionals can create estimates with cost markups, deposit requests, payment schedules, and job images.

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SalesRabbit logo

Door to door and field sales tracking & lead management

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SalesRabbit is a sales tracking & lead management solution for door to door field sales representatives with tools for developing key behaviors and motivation

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Sage 100 logo

Enterprise resource planning software

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Sage 100 is a customizable business management solution that helps businesses automate financials, operations, and payroll, providing complete visibility into the operations. Sage 100 grows with the business, allowing teams to scale and meet specific needs as a small or medium-sized enterprise.

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Proposem logo

AI proposal software built for electrical contractors

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Proposem is AI proposal and service-contract software for US electrical contractors. Describe a job in plain English, and AI drafts the scope, line items, and pricing on your own rates. Send it as a branded PDF or link, e-sign it, and handle recurring service contracts. Free to start.

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Studioworks logo

Cloud invoicing & client hub for creative studios

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Cloud-based invoicing and client management tool for freelancers and creative studios, with proposals, e-signatures, and time tracking.

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BookNox logo

One link to quote, contract and get a deposit. $29/mo flat

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BookNox gives service vendors one branded link where clients pick options, see a real price, e-sign a contract, and pay a deposit into the vendor's own Stripe account. Autopay, installments, travel pricing, QuickBooks sync. Flat $29 a month, 0% booking fee, free to build with no card.

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Offery logo

Online platform for creating and presenting quotations

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Offery is an online platform for creating digital quotes that go beyond a basic PDF file. A quotation is assembled from individual components, which can contain text and media files. The tool creates a link to the quote, which can then be sent to the customer. Offery keeps statistics on all quotes.

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Briefance logo

AI brief generator for freelancers and agencies

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Briefance is proposal management built for freelancers and small agencies. Turn any messy client email, Slack thread, or PDF into a structured project brief, then convert it into a branded, trackable proposal in one click. See opens, views, and time spent. Accept online. Free tier, no card required.

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TeklifFIX logo

Modern B2B Proposal, CPQ and Sales Pipeline Software

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TeklifFIX is an end-to-end B2B proposal and CPQ management platform. It combines multi-branch team governance, an intelligent stock reservation alert system, a free drag-and-drop web editor, and a 5-language Chrome extension to streamline sales pipelines and deliver vector A4 PDF quotes.

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Veew logo

Cloud-based AI video intelligence for enterprises

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Cloud-based AI video intelligence platform automating threat detection, analytics, and operational insights for enterprise security.

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Etheria logo

Platform for travel and hospitality bookings

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ETHERIA is an enquiry management platform designed for travel and hospitality businesses to handle guest requests and create interactive eProposals. The software centralizes inquiries from multiple channels including email, phone, chat, and web forms into a unified dashboard. It features automated workflows, customizable branded proposals, and integration capabilities with property management systems, channel managers, and booking engines.

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Meistio logo

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

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

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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Numulo logo

Numulo: business software solution

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Numulo is a business software solution designed to support organizations in managing core operational workflows and processes.

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OfferNeo logo

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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