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Top Rated Proposal Management Software with Dynamics 365

Last updated: June 2026

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9 software options

MiClient logo

Business proposal management solution for service providers

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An effortless way to Deliver Winning Proposals

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XaitPorter logo

Document automation & collaboration solution

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XaitPorter is an all-in-one solution that enables teams to improve the quality of their bids & proposals, and ensure that they're delivered on time, every time, resulting in higher win rates. Speed up your proposal creation process by up to 70%!

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Cincom CPQ logo

CPQ solution for manufacturers of complex products

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Cincom Proposal Management automates proposal creation, ensuring accuracy, compliance, and faster sales with seamless CRM and CPQ integration.

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Experlogix Document Automation logo

Enterprise-grade Document Generation and Automation Software

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Experlogix's document generation and automation product is designed to help businesses streamline the entire document lifecycle, from creating contracts, quotes, policies, and agreements using templates to storing digital assets in a centralized repository.

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DealHub logo

Agentic Quote-to-Revenue platform for enterprises

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Send Business Proposals with Confidence

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Loopio logo

RFP Response Software & Proposal Software for the Enterprise

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Loopio's RFP Response Software supercharges the way companies respond to RFPs, RFIs, DDQs and Security Questionnaires. With Loopio, organizations can manage content and streamline collaboration saving time on responses.

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Oneflow logo

Turn contracts into your competitive advantage

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Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. With Oneflow, teams can create, review, sign, and control contracts in one unified platform.

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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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Conga Composer logo

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

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Composer empowers sales teams to create personalized, data-driven proposals in minutes. Automate content, ensure brand consistency, and accelerate the proposal-to-close process.

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