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Proposal Management Software Integrated with Salesforce Platform (2026)

Last updated: April 2026

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15 software options

Docusign logo

Electronic signature & document approval software

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Integrates with Salesforce Platform, monday.com, Jenesis Software, …

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Jotform logo

Cloud-based form builder tool for digital forms.

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Integrates with Salesforce Platform, monday.com, Clinked, …

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Relayto logo

Bringing your documents to life.

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Integrates with Salesforce Platform, Marketo Engage, Salesforce Marketing Cloud Account Engagement, …

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Proposify logo

Cloud-based proposal management tool for sales teams.

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Integrates with Salesforce Platform, monday.com, Xero, …

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ClientPoint logo

Cloud-based document and proposal and tracking software.

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Integrates with Salesforce Platform, Caterease, NetSuite, …

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Oneflow logo

Turn contracts into your competitive advantage

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Integrates with Salesforce Platform, monday.com, Google Workspace, …

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Proposable logo

Streamline proposal creation and tracking processes

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Integrates with Salesforce Platform, Zapier, Insightly, …

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Conga Composer logo

Create, track, and manage on-brand documents automatically.

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Integrates with Salesforce Platform, Box, ServiceNow, …

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XTEN-AV logo

Award-winning AV design & proposal software

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Integrates with Salesforce Platform, monday.com, ConnectWise Automate, …

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Tilkee logo

The smart lead conversion solution for your sales process!

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Integrates with Salesforce Platform, Marketo Engage, Zapier, …

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Revv logo

The best eSignature workflow automation software

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Integrates with Salesforce Platform, Campaign Nucleus, OneSpan Sign, …

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Nintex DocGen for Salesforce logo

Document automation for Salesforce (formerly Drawloop)

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Integrates with Salesforce Platform, Ephesoft, CaseCloud, …

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Experlogix Document Automation logo

Enterprise-grade Document Generation and Automation Software

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Integrates with Salesforce Platform, OneSpan Sign, Docusign, …

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LEEGOO BUILDER logo

Efficient proposal preparation for complex products

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Integrates with Salesforce Platform, Microsoft Excel, Microsoft 365, …

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Merkato logo

CPQ suite of applications to manage sales force automation

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Integrates with Salesforce Platform, SAP BW/4HANA, Infor LN, …

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