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Top Rated Proposal Management Software with Free trial - Page 5

Last updated: November 2026

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154 software options

Merkato logo

CPQ suite of applications to manage sales force automation

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Merkato is a sales configurator suite designed to help businesses automate processes related to quote generation, e-commerce management, & upselling. Users can create documents including parts lists, order confirmations, payment terms, or delivery instructions, based on financial calculations.

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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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Bidsketch logo

Proposal software and templates

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Use Bidsketch to quickly create branded client proposals with built-in eSignature. Send by email or export to PDF and direct to custom client landing pages.

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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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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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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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abc

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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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Offery logo
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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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Programmatic logo
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Turn any document into an intelligent, living workflow.

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Programmatic transforms static Word and PDF files into intelligent, editable documents with built-in logic, variables, and automation. Draft, collaborate, approve, and sign in one platform that integrates with your workflows and cuts up to 45% of manual work.

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Aavenir RFPflow logo
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RFP tool for handling sourcing and procurement workflows

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Aavenir RFPflow is a request for proposal solution that allows easy and effortless RFI/ RFP/RFQ creation using questions’ libraries and templates. It manages RFP-to-award lifecycle stages by assigning suppliers and stakeholders on a milestone-based RFP Workflow and sends automated alerts and notifications for deadlines.

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PSQuote logo
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Professional Services Quoting for Salesforce and PSA

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PSQuote is a cloud-based services quoting software for PSA and Salesforce that was specifically built for sales teams to be able to quote services based exactly on how they deliver. Create Professional Services Quotes in Salesforce from an Opportunity using discounts, resource roles, delivery schedules, rate cards, support for contractors, packaged offerings, and more.

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TeklifFIX logo
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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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Etheria logo
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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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Dextara CPQ logo
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CPQ solution

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Dextara CPQ is a 100% Salesforce native platform. A high performance CPQ that supports complex product configuration and pricing software. Dextara CPQ drives profitable sales with efficient pricing and accurate quoting.

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DocuCollab Contract Management Software logo
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Cloud-based contract management solution

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DocuCollab Contract Management Software is a cloud-based all-in-one platform designed to assist businesses with managing their contracts from start to finish. The software offers a range of features to streamline the contract lifecycle management process and automate time-consuming tasks, giving users more time to focus on other important business operations.

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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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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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Numulo logo
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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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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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