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Top Rated Proposal Management Software with Hubspot crm

Last updated: May 2026

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40 software options

PandaDoc logo

PandaDoc

Cloud-based tool for creating, editing and signing documents

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Accelerate deals by simplifying the process to generate, negotiate, and eSign professional proposals.

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HoneyBook logo

HoneyBook

Client management for freelancers & SMBs

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Say hello to the only proposal you’ll ever need.
Invoice, agreement, and payment are together at last. That means a seamless experience for your clients—and more cha-ching for you. Professional, beautiful templates and smart notifications make it easy for clients to say yes.

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QuoteWerks logo

QuoteWerks

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

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QuoteWerks CPQ automates the sales process creating Quotes and Proposals integrating with CRM and Accounting Solutions. Know when quotes are viewed & e-Signed

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Better Proposals logo

Web-based sales proposal software to win business faster.

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Better Proposals is a web based platform for creatives and service providing businesses to create professional, well-formatted sales proposals, with digital signatures, 3rd party integrations, and more. Know when proposals are opened, forwarded or downloaded in order to follow up at the right time.

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Docusign logo

Electronic signature & document approval software

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Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

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Jotform Sign logo

Powerful Forms Get It Done

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End-to-end automated proposal management made easy with Jotform Enterprise

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Agiled logo

Software for managing business operations

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Agiled is a cloud-based business management software designed to help businesses of all sizes manage invoicing, contracts, employees, finances, and other operations on a unified portal. Its project management capabilities allow organizations to handle tasks, project details, and team members using customizable templates, view, edit and share schedules with clients using Gantt Charts and create and assign tasks to teams.

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DocFlite logo

Quote and Proposal Management Software for Teams

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Proposal management for your whole team. Create beautiful proposals with ease. Use the approval workflow to approve critical documents from team members. Create an in-app user hierarchy to segregate data for sub-teams enhancing control of your data.

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Jotform logo

Cloud-based form builder tool for digital forms.

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End-to-end automated proposal management made easy with Jotform Enterprise

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Nusii logo

Proposal management software with built-in templates

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Nusii is an online proposal management software designed to help businesses create proposals using built-in templates and share them with clients via email. The application allows organizations to directly upload or embed videos into proposals using social platforms such as YouTube or Vimeo.

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Docubee logo

Intelligent Contract Automation

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Docubee is an intelligent contract automation platform that makes it easy to securely gather information, generate documents, manage workflows, and collect legally binding eSignatures.

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iQuoteXpress logo

For sales proposals & product and pricing configuration

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Automate and simplify proposal management with iQuoteXpress (IQX). Save as much as 70% on the time and costs tied to building, sending, and tracking sales proposals. Starting at $39 a seat.

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XTEN-AV logo

Award-winning AV design & proposal software

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By providing AV integrators with exceptional designing and deal-breaking proposal tools, XTEN-AV aims to improve the experience. The most user-friendly tools in the AV business, X-DOC, X-PRO, XAVIA and X-DRAW, were developed by specialists to assist integrators.

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XaitCPQ logo

CPQ Software; quote large, complex projects in minutes.

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Start creating error-free product and/or services quotes way faster - without the risk - and prepare to scale for growth.

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GleanQuote logo

Sales proposal and quote software with E-sign

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GleanQuote is a cloud-based sales quote and proposal automation platform designed to help teams with configuration, pricing and proposal generation challenges.

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top.legal logo

We eliminate the hassle of contract negotiation.

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top.legal optimizes contract negotiation with smart analytics and automation. Create, edit, and negotiate multiple contracts swiftly while adhering to compliance frameworks. Experience the seamless intersection of speed, compliance, and efficiency.

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Quoter logo

Sales enablement for technology service providers.

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Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.

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CanvasLogic logo

Interactive AR Product Configurator, 3D Visualization tool.

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Incorporating 3D and AR product configuration, CanvasLogic software enables users to create accurate, real-time proposals while visualizing their order. With error-free pricing, proposals, quotes and orders, CanvasLogic delivers effortless automated proposal management.

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Dock logo

Cloud-based collaborative workspace for buyers and customers

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Dock is a cloud-based revenue enablement platform that helps project managers, sales teams, customer support executives, and more across industries streamline sales content management, client onboarding, project management, and renewal processes through a centralized dashboard.

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DocSales logo

Sales automation platform for creating proposals & contracts

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DocSales is a sales automation software designed to help businesses create, edit, electronically sign, and share documents, proposals, quotes, and contracts with customers or prospects on a centralized platform.

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Revv logo

The best eSignature workflow automation software

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A modern proposal software with eSignature and automation capabilities to manage proposals, optimize the proposal process, & win clients.

Revv’s enterprise-grade security and powerful features enable sales teams to create, share, store, and get proposals eSigned within minutes from any device.

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Bonsai logo

One platform to streamline your entire business

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Bonsai is an all-in-one business management and financial solution for self-employed, freelancers and small businesses. Win more clients, get fast approval, and look professional with Bonsai's streamlined proposals

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GetAccept logo

Make room for deals

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GetAccept’s Digital Sales Room empowers revenue teams to increase their win rates by understanding buyers and close more deals.

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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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