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Proposal Management Software

Last updated: April 2026

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43 software options

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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Anchor Operating System logo

Ticketing platform powered by natural intelligence

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The Anchor Operating System gives you a snapshot of your sales, scans, activations, channels, and usage at a glance. it provides a reporting platform using Excel-like toolsets so that the accountants and finance folks love the system just as much as the guest.

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WorkRails logo

Professional services automation platform

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WorkRails helps businesses streamline operations across sales, professional services, and their clients. The platform normalizes service offerings, adds governance, and collects insights.

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Vendavo Intelligent CPQ logo

Vendavo® CPQ Cloud is at the Heart of Commercial Excellence

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Helps B2B organizations coordinate, control, and streamline their quote-to-cash processes by making sure sales reps have the right combinations of products & pricing for every situation. Enterprises can now increase sales productivity and win rates while delivering an improved customer experience.

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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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e-Procure logo

Blockchain B2B Platform

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e-Procure is completely free Blockchain B2B Platform offering an integrated cloud based Procurement and B2B sales software to help businesses better manage and automate the full procurement and B2B sales lifecycle

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TimO logo

The modular Project-ERP Business Suite

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Digitize your processes from time tracking and resource planning to invoicing – flexible, secure, and 100% made in Germany.

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Orcatec logo

Cloud-based field service management software

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Orcatec is a cloud-based field service management software designed to help businesses handle and streamline various administrative processes, such as dispatching, employee management, and more. Supervisors can schedule appointments on a calendar and color-code them according to requirements.

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Proteus logo

Project management tool designed by engineers for engineers

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Proteus brings winning business, resource management, project management, project financials, and business intelligence into one simplified view. Specifically design for companies working in the energy sector. Write flawless and consistent proposals faster, allowing you to win more business.

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Apparound logo

The all-in-one digital solution for your sales force

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Apparound is the all-in-one sales tool that digitize, accelerate and manage the entire sales journey, from the presentation of marketing materials to the configuration and collection of the order.

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Ploomes CRM logo

CRM platform that automates sales and business workflows

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Ploomes automates proposal creation and management, allowing teams to generate quotes, contracts, and documents directly from CRM data. With templates, approval flows, and e-signature integrations, companies reduce errors and close deals faster. Available from $22/user/month.

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bit2win CPQ logo

Automate config, quote, orders, sales & marketing processes.

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Bit2win CPQ enables sales and marketing organizations to automate and optimize quote creation and orders capture. Built natively on Salesforce Bit2win is now also supporting other CRM systems and is cross Cloud platform solution.

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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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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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Tilkee logo

The smart lead conversion solution for your sales process!

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TILKEE is the smart lead conversion solution for your CRM.

With our unique predictive algorithm, we provide the data you need to make the follow-up process.

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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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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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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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Wethos logo

All in one software made for freelancers, by freelancers.

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On Wethos, you can take your proposal creation time from hours to minutes, create and send invoices to clients, and get paid - without ever having to switch tabs. Leverage Wethos' template library to scope your work and get paid.

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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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GoSign logo

E-Signature Solution, CSR

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GoSign by InfoCert simplifies signature processes, allowing for easy management of workflows and interactions with colleagues and customers. It reduces operational time and costs while enabling quick execution of decisions, anytime and anywhere.

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Alboom CRM logo

Customer relationship management (CRM) for small businesses

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Alboom CRM is a customer relationship management system for small creative businesses. Alboom has been built to meet the needs of individuals and small businesses. Industry-leading features include one-click data view and update, business rules to control how your data flows, an activity dashboard, a contact database, and more.

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BlueSnap logo

All-in-one payment platform

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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.

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PandaDoc logo

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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