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Free Trial Proposal Management Software (2026) - Page 2

Last updated: March 2026

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112 software options

Loopio logo

RFP Response Software & Proposal Software for the Enterprise

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Free Trial
No Credit Card Required
Request demo and further information to receive full pricing details.

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Alboom CRM logo

Customer relationship management (CRM) for small businesses

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Free Trial
No Credit Card Required

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partnertribe logo

Cloud-based Sales CRM solution

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Free Trial
Credit Card Required

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GoSign logo

E-Signature Solution, CSR

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Free Trial
No Credit Card Required
GoSign has 4 different price list starting from free version to the custom version

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WBudget logo

Cloud-based sales proposal management solution

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Free Trial
No Credit Card Required

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Nusii logo

Proposal management software with built-in templates

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Free Trial
Nusii offers a 14-day free trial for new users, after which the software is available across 3 pricing tiers, details of which are outlined below: Freelancer – $29/month or $290/year Professional – $49/month or $490/year Business – $129/month or $1290/year

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Ideagen Collaboration Portal logo

Enterprise Collaboration with Total Control

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Free Trial
No Credit Card Required
Huddle offers three plans, starting at $10/month: Huddle Starter, Huddle, and Huddle Plus. Contact Huddle for detailed pricing information.

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XTEN-AV logo

Award-winning AV design & proposal software

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Free Trial
No Credit Card Required
XTEN-AV uses a per-user, subscription-based pricing model. You can choose Monthly billing or Annual billing (save 25%, billed annually). A free trial is available, no credit card is required, and you can upgrade anytime. Core plans (USD per user / month): Basic (1 user): $139 monthly, or $104.25 on annual billing (billed annually). Business (1–25 users): $149 monthly, or $111.75 on annual billing (billed annually). Enterprise (25+ users): $169 monthly, or from $126.75 on annual billing (billed annually). What’s included in all core plans: XAVIA (AI Agent for AV) plus AI capabilities (AI-generated drawings/designs, AI-assisted product recommendations, AI reports/insights, AI-powered dealer pricing sync, auto-proposals, AI-powered project insights), X-DRAW (built-in drawing/editing with automation for racks, signal flows, cable schedules, styling, cloud access, and AutoCAD export), x.doc (proposal tool with templates, tracking, approvals, digital signatures, cost & labor calculations), mobile apps (iOS/Android), My Library, Search Sense, Chatter, 2FA, reports, 200+ currencies, and email/chat support. Plan differences: Business adds user access levels, team collaboration, approval workflows, library management by XTEN, onboarding support, and API integrations (e.g., QuickBooks, Monday.com). Enterprise adds SSO, dedicated CSM, priority support (including phone/Zoom), unlimited onboarding/training, on-demand API integrations, and additional integrations (e.g., ConnectWise, Dynamics 365, HubSpot, Q360, Salesforce, Zoho). On-demand custom integration is available (includes 1 free). Optional add-on (sold separately): X-PRO Project Management module Available for Office Users or Field Users and can be added to any plan. $15 per user/month (monthly) or $11.25 per user/month (annual, billed annually). Includes task management linked to events, ROI insights, and job-site clock-in/clock-out. Office adds inventory, purchase orders, and invoices; Field focuses on mobile execution with schedules and drawing access on-site. Note: Enterprise pricing is listed as “from” and may vary by team size and requirements. Prices may change over time and taxes/promotions may apply.

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Tilkee logo

The smart lead conversion solution for your sales process!

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Free Trial
Free trial available and no credit card required ? Free 14-day trial ? 1GB of document space per user ? White label available ? Compatible with Gmail, Salesforce, Microsoft Dynamics ? E-signature ? Download management ? Automatic archiving ? Collaboration management ? Online and phone support

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GetAccept logo

Make room for deals

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Free Trial
No Credit Card Required
GetAccept is available across three pricing plans. It also offers a free trial.

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Offorte logo

We focus on companies who are motivated to improve their pro

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Free Trial
No Credit Card Required

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Expedience Proposal Software logo

Built on MS Word – RFP software you already know how to use.

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Free Trial
No Credit Card Required
Contact Expedience for pricing information.

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Proteus logo

Project management tool designed by engineers for engineers

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Free Trial
No Credit Card Required
Full Integrated Business System $35 per user per month Timesheet user only: $15 per user per month

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Flowcase logo

The automated proposal solution for professional services.

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Free Trial
No Credit Card Required
CV Partner offers a free trial. Contact CV Partner for pricing information

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Recapped logo

Proposal management solution for B2B sales teams

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Free Trial
Individual license is $29 per month, with team licenses starting at $39

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Apropo logo

Project estimation tool for software agencies

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Free Trial
No Credit Card Required
Flexible, Value-Based Pricing for Software Houses At Apropo.io, we recognize that the estimation needs of a boutique app development studio differ vastly from those of an enterprise-level Software House. Therefore, we do not employ a rigid, "one-size-fits-all" pricing structure. Instead, our model is modular and scalable, tailored specifically to the size of your delivery team and the sophistication of your sales process. Our pricing is primarily per-seat (per-user/month). This ensures you only pay for the value you consume—specifically for the Project Managers, Sales Representatives, and Senior Developers actively involved in creating estimates and proposals. Choose Your Growth Stage We categorize our offering into three distinct tiers designed to match the maturity stage of your agency. While final pricing depends on your specific volume, here is how the value is structured: 1. Starter: For Growing Teams & Speed This plan is ideal for smaller agencies (typically 5-15 employees) that need to professionalize their output and move away from chaotic spreadsheets. Target Audience: Founders and Head of Sales. Core Value: Speed and aesthetics. Key Features Included: AI Auto-Estimation: Automatically suggest hourly breakdowns for standard modules to cut estimation time by up to 70%. Real-Time Collaboration: Multiplayer editing allows your team to work on the same quote simultaneously without version conflicts. Professional Proposals: Generate branded PDF and interactive web proposals that look stunning on any device. Unlimited Projects: We do not cap the number of estimates you can create. 2. Pro: For Established Agencies & Process Control Designed for companies (15-50 employees) bridging the gap between sales promises and delivery reality. This tier focuses on accuracy and data portability. Target Audience: Delivery Managers and Operations Directors. Core Value: Accuracy and seamless workflow. Key Features Included: Everything in Starter, plus: Budget Tracking: Monitor project progress by comparing planned estimates vs. actual time spent. Timeline & Gantt Views: Automatically generate project timelines to set realistic client expectations during the sales phase. XLS Import/Export: Seamlessly migrate your historical data or export structures for external analysis. Custom Domains: Host proposals on your own domain to build brand trust. 3. Business: For Mature Organizations & Granular Control The ultimate solution for large Software Houses (50+ employees) requiring deep financial insights, security, and standardization. Pricing is customized based on your specific implementation needs. Target Audience: CTOs, CFOs, and Enterprise Sales Teams. Core Value: Profitability protection and integration. Key Features Included: Everything in Pro, plus: Jira Integration: Full two-way synchronization. Push accepted quotes to Jira as backlogs and pull worklogs for budget analysis. Profitability Analysis: Calculate margins in real-time based on developer rates vs. client pricing. Custom Overheads: Apply specific risk buffers and overhead costs to ensure every project is profitable. Visibility Management: Granular control over what the client sees (e.g., hiding internal comments or detailed hourly breakdowns). Priority Support: Dedicated account management and faster response times. ROI & Investment Logic Why do our clients switch from free tools like Excel? Because the cost of one underestimated project often exceeds the annual cost of Apropo.io. Prevent Scope Creep: By using historical data and AI, our clients report a significant reduction in budget overruns. Save Expert Time: Senior Developers can spend less time clicking in spreadsheets and more time coding or designing architecture. Increase Win Rates: Interactive, standardized proposals are proven to convert better than static files. No-Risk Trial & Onboarding We believe you should verify the value before committing. 14-Day Free Trial: Access the full platform features. No credit card is required to start. Zero Lock-in: Our standard contracts are monthly, allowing you to cancel anytime. Easy Migration: During your trial, you can import your existing Excel estimates to train the AI and see immediate results. Contact our sales team for a personalized walkthrough and a quote tailored to your agency's structure.

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INFast logo

For entrepreneurs who manage their own invoicing

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Free Trial
No Credit Card Required
Disponible sans engagement : INFast Pro Simplifiez votre facturation, gagnez du temps et faites-vous payer rapidement. 25€/mois INFast Furious Suivez vos avancements et vos contacts avec l'offre la plus complète. 45€/mois

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DocHipo logo

On-brand design platform for modern teams

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Free Trial
No Credit Card Required
DocHipo offers a forever-free plan. The free plan includes: - Free templates - Drag-and-drop design editor - Up to 5 documents - Proposal maker - Presentation maker - Document maker - Video maker - Social post maker - Ad maker - Millions of stock photos - Hundreds of free fonts - Free design assets - Unlimited pages - Apply custom dimension - Resize design with smart resize - Download as JPG, PNG - No watermark on downloads - Embed on your website - Integration with Mailchimp - Integration with Typeform - Integration with Jotform - Two-step verification - Standard email and chat support However, upgrading to the Pro plan unlocks a number of added benefits, viz. - Everything in Free plan - Premium templates - Unlimited documents - Premium design assets - High resolution download - AI image background remover - AI image generator - AI writer - AI translate - Download with transparent background - Download as JPG, PNG, PDF, MP4, GIF - Document commenting - Organize Documents into Collections - Save document as template - Password on published pages - Download option on published pages - On-brand design with brand kits - Upload custom fonts - Version history - Add multiple users - Real-time collaboration - Audit Log - 24x7 email and chat support

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BlueSnap logo

All-in-one payment platform

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Free Trial
BlueSnap charges a percentage of each transaction, starting at 2.90% (+$0.30) for the standard plan. Custom pricing is also available for businesses with high sales volumes, as well as non profits.

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MiClient logo

Business proposal management solution for service providers

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Free Trial
$32/month per user for the BASIC plan (billed annually) $51/month per user for the SMBs plan (billed annually) $90/month per user for the CORPORATE plan (billed annually) Contact MiClient for a ENTERPRISE plan quote.

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DocSales logo

Sales automation platform for creating proposals & contracts

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Free Trial
Credit Card Required
DocSales is offered across 2 pricing plans, outlined below. A free trial is available and a discount is given for annual commitments. Zero Click for CRM: $29 per user / month or $290 per user / year Zero Click for SalesForce: $39 per user / month or $390 per user / year

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Proposal Kit logo

Proposal management solution

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Free Trial
No Credit Card Required
Each purchase is licensed for use on 5 computers.

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Orcatec logo

Cloud-based field service management software

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Free Trial
Credit Card Required
Orcatec pricing is based on the selected features. Contact Orcatec for pricing information

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Revv logo

The best eSignature workflow automation software

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Free Trial
Make your workplace insanely productive with our all-in-one document automation solution! Let's connect! We offer customized plans for your needs and business goals. - Powerful Template Composer - Simplify Data Collection - Flexible Form Fills - Publish Forms Online - Activity Tracking - Kanban Dashboard - Tamper Proof eSignature - Multiple Consent Options - Automate Sender-Side Sign - Custom Branding - Text the Esign Link - Two-Factor Authentication - No-code data mapping with Data Studio - Bulk Send - Document Lifecycle - Document Export - Schedule Reminders - Robust Apis - Jobs To Be Done - Document Approvals - Automated Approvals - SOC2 Compliance - Single Sign-On (SSO) - Certified Electronic Signatures - Best and Top-Rated Support - Dedicated Account Manager - Performance Reports

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RFPMonkey logo

RFP library management and RFP tracker

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Free Trial
Silver: $423 (every quarter), or $1522.80 (every year), or $2876.40 (every 2 years) Gold: $909 (every quarter), or $3272.40 (every year), or $6181.20 (every 2 years) Platinum: $1968 (every quarter), or $7084.80 (every year), or $13382.40 (every 2 years) Enterprise: $3900 (every quarter), or $14040 (every year), or $26520 (every 2 years) There is a one-off $250 setup fee for all plans.

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