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Proposal Management Software Integrated with Microsoft Excel (2026)

Last updated: April 2026

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17 software options

Jotform logo

Cloud-based form builder tool for digital forms.

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Integrates with Microsoft Excel, monday.com, Clinked, …

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HoneyBook logo
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Client management for freelancers & SMBs

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Integrates with Microsoft Excel, monday.com, Xero, …

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QuoteWerks logo
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Quoting & Proposal CPQ Solution Integrating w/ Your Systems

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Integrates with Microsoft Excel, Microsoft Azure, Stripe Billing, …

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Responsive logo

Be more strategic, efficient, successful and Responsive.

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Integrates with Microsoft Excel, Box, Microsoft Azure, …

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QorusDocs logo
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Fast / Automated / AI-Powered proposal responses that win.

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Integrates with Microsoft Excel, Salesforce Sales Cloud, Microsoft 365, …

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RocketDocs logo

Launch. Boost. Land.

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Integrates with Microsoft Excel, Salesforce Sales Cloud, Microsoft 365, …

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Qvidian logo

RFP response automation and proposal management software.

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Integrates with Microsoft Excel, Firefox, Salesforce Sales Cloud, …

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Expedience Proposal Software logo

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

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Integrates with Microsoft Excel, Microsoft PowerPoint

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Nintex DocGen for Salesforce logo

Document automation for Salesforce (formerly Drawloop)

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Integrates with Microsoft Excel, Ephesoft, CaseCloud, …

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XaitCPQ logo

CPQ Software; quote large, complex projects in minutes.

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Integrates with Microsoft Excel, Vertex, Oracle CRM On Demand, …

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LEEGOO BUILDER logo

Efficient proposal preparation for complex products

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

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infoRouter logo

Document management solution with BPM tools

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Integrates with Microsoft Excel, Microsoft Outlook, Microsoft Word, …

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Twenty5 logo

SAP add-on for intelligent project or proposal pricing

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Integrates with Microsoft Excel, Teamcenter, SAP Enterprise Product Development, …

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Dock logo

Cloud-based collaborative workspace for buyers and customers

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Integrates with Microsoft Excel, Airtable, Jira, …

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PSQuote logo

Professional Services Quoting for Salesforce and PSA

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Integrates with Microsoft Excel, Kantata, Conga Contracts, …

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Beyond.RFP logo

AI-powered RFP automation for a smarter and faster process.

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Integrates with Microsoft Excel, Microsoft 365, Microsoft SharePoint, …

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SalesDoc Architect logo

Cloud-based proposal management solution for sales processes

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Integrates with Microsoft Excel, Docusign, Microsoft Word

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