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Proposal Management Software Integrated with Dynamics 365 (2026)

Last updated: April 2026

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12 software options

Docusign logo

Electronic signature & document approval software

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Integrates with Dynamics 365, monday.com, Jenesis Software, …

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PandaDoc logo
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Cloud-based tool for creating, editing and signing documents

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Integrates with Dynamics 365, monday.com, Xero, …

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Oneflow logo

Turn contracts into your competitive advantage

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Integrates with Dynamics 365, monday.com, Google Workspace, …

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DealHub logo

Agentic Quote-to-Revenue platform for enterprises

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Integrates with Dynamics 365, Xero, Contract IQ, …

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Conga Composer logo

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

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Integrates with Dynamics 365, Box, ServiceNow, …

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Loopio logo

RFP Response Software & Proposal Software for the Enterprise

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Integrates with Dynamics 365, Dropbox Business, Salesforce Sales Cloud, …

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XaitPorter logo

Document automation & collaboration solution

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Integrates with Dynamics 365, Salesforce Sales Cloud, XaitAI, …

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MiClient logo

Business proposal management solution for service providers

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Integrates with Dynamics 365, Gmail, QuickBooks Online, …

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Experlogix Document Automation logo

Enterprise-grade Document Generation and Automation Software

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Integrates with Dynamics 365, OneSpan Sign, Docusign, …

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Merkato logo

CPQ suite of applications to manage sales force automation

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Integrates with Dynamics 365, SAP BW/4HANA, Infor LN, …

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Cincom CPQ logo

CPQ solution for manufacturers of complex products

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Integrates with Dynamics 365, JD Edwards EnterpriseOne, Salesforce Sales Cloud, …

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PROS Smart CPQ logo

Deliver sales automation with PROS Smart CPQ

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Integrates with Dynamics 365, Salesforce Sales Cloud, Icertis Contract Intelligence

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