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Top Rated Proposal Management Software with Ipad - Page 2

Last updated: September 2026

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43 software options

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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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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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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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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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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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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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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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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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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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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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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Tacton CPQ logo

Tacton Trusted Configuration. Sales Made Simple for Complex

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With Tacton CPQ, B2B manufacturers can sell highly individualized products as if they were standard. With needs-based configuration, instant pricing, 3D visualization and automatic CAD files, your sales reps can define, price and order custom products without sales support.

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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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BayQuote logo

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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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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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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Snag AI logo

AI cover letters, job audits & profile scoring for Upwork

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Snag AI is a Chrome extension for Upwork freelancers and agencies. It writes AI cover letters in your own voice, audits jobs for competition and client quality, and scores your profile with actionable fixes all directly on Upwork's own proposal pages.

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CobbleStone Contract Insight logo

Contract lifecycle management system

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Contract Insight Enterprise is a comprehensive contract lifecycle management system that automates and centralizes contracts, agreements, and obligation records for organizations across industries. The software features AI-powered contract analysis through VISDOM technology, integrated electronic signature capabilities, and robust reporting tools that provide automated alerts for key dates and compliance requirements.

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