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Proposal Management
Hubspot crm

Top Rated Proposal Management Software with Hubspot crm - Page 2

Last updated: May 2026

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Data Import/Export

Access Controls/Permissions

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Customizable Templates

Quotes/Estimates

Integrated with

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HubSpot CRM

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40 software options

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Oneflow

4.6

(112)

5

68

4

42

3

2

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Turn contracts into your competitive advantage

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.

Read more about Oneflow

Users also considered

Cacheflow

4.6

(54)

5

36

4

17

3

1

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Deal-closing platform that automates quote to close

Cacheflow is a cloud-based deal-closing solution that helps streamline the quote-to-close process. Users can create proposals including usage-based pricing.

Read more about Cacheflow

Users also considered

Ignition

4.7

(151)

5

109

4

37

3

3

2

1

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Sell, bill and get paid in one platform.

Ignition automates proposals, billing, payments and workflows in a single AI-powered platform, empowering service-based businesses to sell, bill and get paid faster.

Read more about Ignition

Users also considered

ScopeStack

4.3

(11)

5

4

4

6

3

1

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

CPQ automation tool for IT service providers

ScopeStack is a cloud-based sales automation tool designed to help IT service providers adjust and set up pricing and create statement of work (SOW) for clients. Features include project pipeline management, workflow approval, pricing calculator, team collaboration, audit history & version control.

Read more about ScopeStack

Users also considered

BlueSnap

4.5

(29)

5

18

4

8

3

3

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

All-in-one payment platform

BlueSnap is an all-in-one payment platform that offers tools including online and mobile checkout, subscription management, invoicing, payment processing, POS management, unified commerce, and more. It allows businesses to process payments online and track past transactions.

Read more about BlueSnap

Users also considered

ClientPoint

4.6

(166)

5

109

4

47

3

9

2

1

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based document and proposal and tracking software.

Create impressive business proposals online in minutes. Empower your sales team to win more business. Get your FREE demo now.

Read more about ClientPoint

Users also considered

Qwilr

4.6

(385)

5

257

4

112

3

11

2

3

1

2

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Document design and automation tool for sales teams.

Replace your PDF proposals with interactive and mobile-friendly webpages that are as easy to build and reuse as they are beautiful.

Read more about Qwilr

Users also considered

Merkato

4.1

(14)

5

2

4

12

3

0

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

CPQ suite of applications to manage sales force automation

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.

Read more about Merkato

Users also considered

Responsive

4.5

(187)

5

116

4

63

3

3

2

4

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Be more strategic, efficient, successful and Responsive.

Responsive helps proposal teams build tailored, on-brand proposals in minutes with AI drafts, governed content reuse, and seamless collaboration.

Read more about Responsive

Users also considered

Recapped

4.2

(48)

5

21

4

20

3

5

2

1

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Proposal management solution for B2B sales teams

Recapped.io is a cloud-based solution, which helps business development professionals provide guidance to prospects about the sales cycle and track customer engagement. Users can also create proposal documents containing recaps of conversations and share them with stakeholders in the pipeline.

Read more about Recapped

Users also considered

Conga Composer

4.4

(114)

5

58

4

42

3

13

2

0

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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

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

Read more about Conga Composer

Users also considered

Proposify

4.4

(299)

5

189

4

74

3

21

2

5

1

10

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based proposal management tool for sales teams.

Proposify helps sales teams upgrade their proposal workflows. With Proposify, teams create, send, track, and e-sign winning proposals, contracts, quotes and other sales documents. Boost close rates, increase average deal size, and save hours of manual labor with Proposify proposal software.

Read more about Proposify

Users also considered

DealDox CPQ

(0)

Cloud-based CPQ solution for generating quotations

DealDox CPQ is a cloud-based solution for small to large businesses in manufacturing, retail, financial services, and other sectors that helps create quotations, contracts, proposals, estimations, delivery notes, and more.

Read more about DealDox CPQ

Users also considered

Provelo

(0)

Interactive proposal platform that converts

Provelo is a proposal management platform that transforms traditional business proposals into interactive digital experiences. The software allows users to create customizable proposals with modular sections containing text, images, embedded videos, and downloadable files. It features client interaction tracking, one-click acceptance or rejection, WhatsApp notifications, and analytics integration with Google Analytics and Meta Ads for remarketing purposes.

Read more about Provelo

Users also considered

FigsFlow

(0)

Cloud-based proposal software for accountants and firms

FigsFlow is a cloud-based accounting proposal software designed for all types of accountancy practices, such as individual accountants or multi-partner accountancy firms that simplifies the process of creating proposals, generating regulatory-compliant engagement letters, and setting consistent pricing for services.

Read more about FigsFlow

Users also considered

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