10 Best Proposal Software for 2024

A well-crafted and interactive proposal can lead to a sale, new client, or closed bid. However, proposal creation can be time-consuming, overwhelming, and complicated. Proposal management software can streamline the process through template creation, unified branding, and automation. 

How do you choose the right proposal software solutions for your business? FreshBooks makes it simple. We reviewed the top 10 business proposal software for you. Read on to learn more about the pros, cons, and pricing of proposal generation software.

Table of Contents

• FreshBooks
• PandaDoc
• Proposify
• Better Proposals
• Prospero
• Qwilr
• Bidsketch
• Nusii
• Responsive
• Loopio
• Proposal Management Software Comparison Table

We reviewed the pros and cons of the top 10 proposal software solutions and created this list to simplify your decision-making. Pricing in pounds is approximate and subject to change.

1. FreshBooks

Features       

FreshBooks online proposal software can help you show the value of your business to potential clients, save time, and win clients with professional-looking documents and better proposals.

A sharp proposal offers all the details in one easy-to-read document. FreshBooks business proposal software can streamline proposal creation through templates, automation, and payment features.

With online proposal software, you get a web-based trail audit and see who opens the proposal and when. There’s also in-app commenting, allowing you and your client to align timelines, adjust details, get approval, and utilise legally binding electronic signature (e-signature) capabilities to finish the deal.

Move to the next step by converting the proposal to an invoice. The software also features automation settings and payment features.

FreshBooks Estimate Software helps you set clear expectations with your clients, and with the Client Management Software, you can track past proposals and invoicing and keep other critical information in one place.

Pricing

The Plus plan is £25.00/month with unlimited proposals for up to 50 clients, and you get the complete FreshBooks suite, including VAT filing and accounting. The Premium plan is £35.00/month, offering extended features like automated client emails with dynamic fields and client retainers.

2. PandaDoc

Advantages

PandaDoc proposal-building software offers in-doc collaboration, workflow optimisation, and document analytics to streamline your process. Some free trial apps and software only include a limited template selection. PandaDoc’s easy-to-use proposal software solution has over 750 templates for professional proposals, plus images and videos to help create media-rich proposals.

Enjoy real-time tracking and notifications, drag-and-drop editing, and e-signature capability with your proposal documents. These features keep your sales pipeline active and make project management simpler.

Drawbacks

Approval workflows and Zapier and CRM integrations are only available with the Business tier. Forms, bulk send, and Salesforce integration are only available for an additional fee.

Pricing

The tiered paid plans start at £23.61/month per seat with a maximum of two seats for the Essentials tier. The Business tier is £52.93/month per seat. A custom plan is available upon request.

3. Proposify

Advantages

Proposify offers project proposal software with content and brand management features. You can structure your content library with pre-approved fees, templates, and images to ensure a streamlined proposal system among your sales force. Template choices include proposals, contracts, NDAs (non-disclosure agreements), and SOWs (statements of work).

Track your proposal and get an audit trail showing when a client views, comments, and signs the proposal.

Drawbacks

Some of the best features, like roles and permissions, are only available with the business plan. The standard integrations offered with the base product are limited. Proposify doesn’t have any accounting or other small business tools.

Pricing

The standard package is £39.91/ per user. It offers unlimited documents, standard integrations, custom fields, variables, and forms. Billing is monthly.

The business package offers customer support and onboarding services, roles and permissions, and salesforce integrations. Contact sales for pricing.

4. Better Proposals

Advantages

Better Proposals features a drag-and-drop editor that takes the mess out of formatting so you can focus on content. Like other proposal software, you can upload and streamline your branding, including setting your colours and fonts to design professional-looking proposals.

Advanced features like listing your domain as a verified sender keep your proposals from ending up in the client’s spam folder.

You can utilise digital signatures and payment integrations with even their basic plan.

Drawbacks

The custom domain, CRM and Zapier integrations, content locking, and password protection features are only available with upper-tier plans. The Starter and Premium packages have a limit on how many documents you can send a month.

Pricing

The Starter plan is £15.47/per user. The Premium plan is £23.61/ per user, and the Enterprise plan is £39.91/per user. Billing is monthly.

5. Prospero

Advantages

Prospero business proposal software has the tools for creating branded personalised proposals online. It features templates and unlimited monthly proposals, so you can freely build and edit them as often as needed.

Their proposal tools include analytics that allow you to see how your branded proposal performs, when the client opened it, what device they used, and how long they viewed the proposal. The content library includes images for media-rich documents.

Propero offers live chat support and integrations to connect you with payment solutions, CRM, and account software, including FreshBooks.

Drawbacks

Prospero is limited to a single service. That means you may still need to pay for subscriptions with other software services to fulfil your business needs.

Pricing

Prospero is £8.14. Billing is monthly.

6. Qwilr

Advantages

Qwilr offers targeted content for sales, marketing, customer service, and recruitment. Their features include dynamic pricing with their Quote Block that provides additional services not in the proposal. The client can choose to upsell themselves or leave the proposal as is.

They also have a return on investment (ROI) calculator that gives the client a visual representation of why your product has value.

Use the drag-and-drop editor to create proposals and embed interactive content like maps, calendars, and videos. Connect with your HubSpot account to utilise CRM.

Drawbacks

You may need additional subscriptions to meet your business needs.

Team permissions, template settings, custom domain, custom fonts, and chat support are only available with the high-tier plan.

Reporting history is limited to 120 days with the business plan.

Pricing

The Business package is £31.77/per user. The Enterprise Plan is £48.06 per user. Billing is monthly.

7. Bidsketch

Advantages

Bidsketch business proposal software features several customisable templates. You can build templates with set pricing, services, and opening and closing statements for an effortless proposal writing process or use custom HTML/CSS designs. Embed images and videos, add an optional fee section to upsell your services, and automate workflows to streamline the process.

In-app commenting and auto-notifications keep you up to date with your client. Bidsketch also offers integrations with FreshBooks and Salesforce.

Drawbacks

Real-time collaboration, proposal analytics, and team management are only available in the top-tier plans. All plans allow limited users.

Pricing

The most basic plan is £12.22 for one user and 25 clients with no e-signature or custom domain. The Solo Plan is £23.62 for one user. The Team plan is £64.36 for up to three users and £121.39 for up to eight for the Business Plan. Billing is monthly.

8. Nusii

Advantages

Nusii business proposal software features built-in currencies to ensure your fees translate to your client. You can set the taxes and currency for each client and eliminate surprises for you and the customer.

All plans offer unlimited clients, customisable templates, proposal notifications, analytics, personal branding, PDF exports, and free support. Their basic integrations include Zapier and Chat.

Drawbacks

Nusii limits the number of monthly active proposals in the lower tiers. The custom domain feature and automatic reminders are only available in the upper tiers. The top tier gets priority support.

Pricing

The Freelancer plan is £23.62 for one user and five active proposals. The Agency plan is £39.91 for five users and 20 active proposals. The Business plan is £105.08 for ten users, with unlimited active proposals and priority support. Additional users for the Agency and Business Plans are £15.47. Billing is monthly.

9. Responsive

Advantages

Responsive offers advanced sales proposal software that integrates security measures through app integrations like SSO authentication and vendor assessment programs. Their AI-enabled content library provides approved text and content that help align your salesforce. The advanced automation streamlines the RFP response process and customer relationship management.

Drawbacks

Responsive’s proposal creation software is very AI-driven, and the learning curve is steep. The features focus on automating responses to clients and the entire proposal process, taking the human aspect out of the equation.

It’s a single-service software, which means you may still need additional subscriptions to meet the needs of your business.

Pricing

Pricing is only available by request.

10. Loopio

Advantages

Loopio’s proposal automation software features flexible integrations and extensive automation. You can create a library of approved answers so sales teams can respond quickly to customer questions with the right information. You can also automate requests for proposals (RFPs), requests for information (RFIs), security questionnaires, sales proposals, and more.

All their plans come with unlimited project proposals and customisable project export themes.

Drawbacks

Loopio is also very automation-driven. Their most valuable features, like powerful library and project reporting, are only available to the upper tiers.

It is a single-service software, which means you may still need additional subscriptions to meet the needs of your business.

Pricing

There are four tiers of pricing: The Essentials plan, the Plus plan, the Advanced plan, and the Enterprise plan. Pricing is only available after you provide personal and business-related information.

Proposal Management Software Comparison Table

Now that you have more information about the pros and cons of each product’s proposal management software tools, it’s time to compare pricing. Have a look at the table below.

Company	Best For	Starting Price
FreshBooks	Best for Small Businesses	Free Trial – Sign Up Now!
PandaDoc	Best for Streamlining Document Creation	£23.62( billed monthly)(in US it is $29)
Proposify	Best for Customizable Proposals	£39.91(billed quarterly or annually)(in US it is $49)
Better Proposals	Best for Businesses Seeking User-Friendly Software	£15.47/user per month (billed monthly)(in US it is $19)
GoProspero	Best for Creative Agencies and Freelancers	£8.14/user per month(billed monthly)(in US it is $10)
Qwilr	Best for Designing Interactive Proposals	£31.77/user per month(billed monthly)(in US it is $39)
Bidsketch	Best for Freelancers	£12.22/user per month(billed monthly)(in US it is $15)
Nusii	Best for Small Teams	£23.62(billed monthly)(in US it is $29)
Responsive.io	Best for Marketing Agencies	Request a quote
Loopio	Best for Enterprises And Organisations	Request a quote

What is Proposal Software?

Proposal software can help you create professional and standout proposals, save time, and unify your brand. It enables users to design and deliver better proposals through streamlined and automated processes related to sales and marketing, including document management.

The best proposal management software can elevate your business with templates for interactive documents like welcome letters and progress reports, ultimately helping you win proposals. Branded and unified documents provide visual impact and consistency, which can help build consumer confidence with prospective clients.

FreshBooks has summarised some frequently asked questions about proposal software for quick reference.

Can I create a proposal on My mobile phone?

Yes, you can create professional proposals using the mobile app on your phone. Log into your account:

• Tap on “More” 
• Tap “Estimates”
• Tap the “+” 
• Tap “Proposal”

Add your content and send it from the app. Read our article about creating proposals on your iOS device to learn more.

Can you customise proposals on FreshBooks?

Yes, you can customise proposal templates. With FreshBooks, you can customise the content sections and design aspects like template type, theme colour, and fonts. Add to the professional look of your proposal by inserting photos and branding and enabling e-signatures.

Read our article about customising proposals to learn more.

What does proposal software do?

Proposal software gives users the tools to streamline and automate aspects of their business related to sales and marketing, including branded proposals. FreshBooks offers proposal software and a full suite of tools to help you achieve your business goals.

What is the best way to track proposals?

The best way to track proposals is with specialised software like the FreshBooks proposal software tool. It offers a tracking feature that enables you to monitor and track the success of your proposal, so you know exactly where your professional proposal landed.

What are the 4 types of project proposals?

The 4 main types of external proposals are solicited (an RFP response), unsolicited (open bid), informal (informal client request), and renewal (outline successful deliverables to encourage contract renewal).  FreshBooks offers customisable templates for all your proposal needs.

Proposal Writing Made Easy with FreshBooks

Project proposal software can be a game-changer for your business. By simplifying the proposal creation process and providing a suite of other services, the FreshBooks proposal tool can help you win clients and follow through on the project from start to finish. With branded templates, presentations, invoicing, and more, you can feel confident clicking send.

FreshBooks software offers customer service and subscription features that can help your small business with proposal streamlining, accounting, invoicing, and more. Try FreshBooks free by signing up today and see how easy proposal creation can be

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