Proposal Management Software
- Filter Results
Docubee
Software Description: Docubee is a contract automation platform for securely generating documents, managing workflows, and collecting eSignatures. With built-in AI, reminders, and integrations, it streamlines contract processes so businesses can scale efficiently and focus on what matters.
Features
Legally Binding eSignatures<br />
Workflow Automation & Builder<br />
Integration & API Access<br />
AI-Powered Document Generation & Reminders<br />
Pros
- User-Friendly Interface
- Cost-Effective Solution
- Responsive Customer Support
Cons
- Limited Contact Management
- Complex Workflow Setup
- Customization Limitations
Proposeful
Software Description: Proposeful lets businesses create customizable online proposals and presentations with ease. Track client interactions and get proposals accepted instantly. Ideal for freelancers and teams wanting to streamline their sales process and close deals faster.
Features
Real-Time Client Engagement Tracking<br />
Powerful Proposal Editor<br />
Instant Online Acceptance<br />
Proposal Automation<br />
Pros
- Ease of Use
- Customizable Templates
- Real-Time Engagement Tracking
Cons
- Limited Advanced Features
- Integration Limitations
- Occasional Performance Issues
Wethos
Software Description: Wethos is an all-in-one platform for freelancers that simplifies proposal creation, invoicing, and payments. With customizable templates and crowdsourced pricing recommendations, it helps freelancers save time on admin tasks, confidently raise their rates, and focus on growing their business.
Features
Proposal Generation
Invoicing and Payments
Scope of Work Templates
Crowdsourced Pricing
Pros
- Ease of Use
- Time-Saving Templates
- Crowdsourced Pricing
Cons
- Limited Integrations
- Customization Limitations
- Higher Cost for Small Freelancers
GoSign
Software Description: GoSign is an e-signature platform that allows users to digitally sign and timestamp documents across multiple devices. With customizable workflows, secure document storage, and integration APIs, it helps businesses streamline contract management and approval processes, supporting various file formats like XAdES and CAdES.
Features
Multi-Device Compatibility
Customizable Workflows
Document Storage and Organization
Integration APIs
Pros
- Ease of Use
- Efficiency
- Legal Compliance
Cons
- Complex Signing Process
- Limited Integration
- User Interface Confusion
Jotform
Software Description: Jotform is a user-friendly online form builder trusted by 30M+ users worldwide. It offers 10,000+ templates, 200+ integrations, and powerful automation tools to streamline data collection, lead generation, payments, and approvals. With a drag-and-drop editor, Jotform simplifies workflows, enhancing efficiency and collaboration.
Features
Drag-and-Drop Form Builder
Automated Workflows & Approval
Seamless Integrations
Secure Payment Collection
Pros
- Ease of Use
- Customization
- Versatility
Cons
- Pricing Concerns
- Storage Limitations
- Submission Delays
Loopio
Software Description: Loopio is an RFP response management software that helps organizations streamline their workflows for RFPs, RFIs, and Security Questionnaires. With automation tools like Magic and Response Intelligence™, teams can save time, improve response quality, and win more business with 51% more responses completed.
Features
Content Management
Magic Automation Tool
Response Intelligence
Collaboration & Scalability
Pros
- Time Savings and Efficiency
- User-Friendly Interface
- Effective Content Management
Cons
- Complex Exporting Process
- Maintenance Challenges
- Search Function Limitations
Revv
Software Description: Revv is a no-code contract management platform that automates document workflows, enabling users to create, edit, and eSign contracts with ease. It offers real-time tracking, secure cloud storage, compliance with global eSignature laws, and integrations to streamline business processes.
Features
Multi-Format Document Handling<br />
Automated Workflows & Integrations<br />
Advanced eSignature Capabilities<br />
Secure & Compliant Cloud Storage<br />
Pros
- User-Friendly Interface
- Robust Document Automation and Templates
- Comprehensive eSignature Capabilities
Cons
- Limited Video Tutorials and Onboarding Resources
- Performance Lag with Large Documents
- Integration Challenges with Certain CRMs
VT Docs
Software Description: VT Docs automates RFP and contract analysis for government and commercial teams. Trusted by 11 of the top 15 U.S. Government Contractors, it boosts win rates by 9.8% by reducing risk, improving compliance, and streamlining tedious proposal tasks like compliance checks and document comparisons.
Features
Shred Compliance Matrix<br />
Acronym Checker<br />
Discovery for Bid/No-Bid Decisions<br />
Amendment & Risk Analysis<br />
Pros
- Significant Time Savings
- Robust Feature Set
- User-Friendly Interface
Cons
- Customization Complexity
- Acronym Detection Limitations
- Document Upload Constraints
COVALYZE
Software Description: COVALYZE optimizes strategic procurement by structuring category data, integrating business specifications with supplier pricing, and providing insights into cost drivers. It helps reduce article variants, streamline procurement, and improve supplier negotiations. Unlock procurement efficiency—book a free demo today!
Features
Structured Procurement Data
Cost & Price Insights
RfP Comparison & Optimization
Strategic Demand Management
Pros
- Sophisticated Regression Methodology
- User-Friendly Interface
- Significant Cost Savings
Cons
- Steep Learning Curve for Advanced Features
- Occasional Performance Issues
- Pricing Concerns
KSL Suite
Software Description: KSL Suite is a Salesforce-certified contract management platform for sales and legal teams. It enables B2C contract creation, interactive editing, and e-signatures. With advanced permission control and white-labeling by region or brand, it works as a standalone app or integrates with external CRMs.
Features
Salesforce Integration & Certification<br />
Collaborative Contract Editor<br />
Automated & Manual Contract Generation<br />
White-Label Content Management<br />
Pros
- Comprehensive Document Production
- Seamless Salesforce Integration
- Efficient Collaboration Tools
Cons
- Adaptation to New Workflows
- Permission Management Enhancements
- Ongoing Feature Development
TermScout
Software Description: TermScout uses AI and legal experts to rate contracts across 700+ data points, providing fairness ratings and market benchmarks. Buyers make fast, informed decisions, and vendors show their terms are fair. It turns contracts into structured data that drives better, faster deals.
Features
Contract Fairness Ratings<br />
Market Comparison & Benchmarking<br />
Clause-by-Clause Analysis<br />
AI + Human Expert Review<br />
Pros
- Intuitive and User-Friendly Interface
- Clear Evaluation Results
- Outstanding Customer Support
Cons
- Lack of Conditional Logic
- Not Yet an Industry Standard
- Limited Recognition
LiaWeb
Software Description: LiaWeb is a digital solution for managing public procurement contracts with legal security. It simplifies the entire procurement life cycle, guiding users through every step. The software integrates all professionals involved into a collaborative environment, ensuring compliance and efficiency throughout the process.
Features
Collaborative Environment
Step-by-Step Guidance
Legal Compliance
Adaptable Workflow
Pros
- Document Editing and Customization
- Regulatory Compliance Tracking
- User-Friendly Interface
Cons
- Limited Data Analytics
- Integration Challenges
- Complex User Interface
Deltek Vision
Software Description: Deltek Vision is an ERP solution for professional services firms, offering project accounting, resource management, time/expense tracking, and client management in one platform. Available as a cloud or on-premises solution, it streamlines operations, enhances financial management, and improves project execution with real-time insights.
Features
& Financial Management
Resource & Project Management
Time & Expense Tracking
CRM & Proposal Management
Pros
- Comprehensive Project Management
- Customization and Flexibility
- Integrated Financial Management
Cons
- Steep Learning Curve
- High Cost
- User Interface Limitations
Proteus
Software Description: Proteus is a project management tool that enhances efficiency and accuracy throughout the project lifecycle. It facilitates the creation of precise project plans, manages resources effectively, and provides real-time financial insights. By integrating with existing business systems, Proteus serves as a centralized source of project data, enabling informed decisions to improve profitability and outcomes.
Features
Proposal Builder
Work Breakdown Structure (WBS)
Resource Scheduling
Real-Time Analytics
Pros
- Ease of Use
- Comprehensive Features
- Customization
Cons
- Learning Curve
- Integration Challenges
- Feature Limitations
XTEN-AV
Software Description: XTEN-AV is a cloud-based AV Design and Proposal Software that automates AV drawings, proposals, and calculations. Key features include X-DRAW for diagramming, x.doc for customizable proposals with digital signatures, and X-VRSE, a VR platform for immersive space visualization. It integrates with popular business apps.
Features
X-DRAW
Proposal Tool
X-VRSE (VR Platform)
Integrations with Business Apps
Pros
- Comprehensive AV Design Tools
- Customizable Proposal Generation
- Interactive VR Visualization
Cons
- Learning Curve
- Integration Limitations
- Pricing Transparency
Oneflow
Software Description: Oneflow is an AI-driven contract management platform that automates the full contract process. Create, collaborate, sign, and manage digital contracts in one place. Features include live editing, CRM integration, and secure, compliant workflows that speed up deals and reduce admin.
Features
Interactive HTML Contracts<br />
Seamless E-Signatures<br />
CRM & App Integrations<br />
Real-Time Collaboration & Tracking<br />
Pros
- Dynamic, Editable Contracts
- Seamless CRM Integration
- User-Friendly Interface
Cons
- Complex Role-Based Permissions
- Limited Customization Options
- Learning Curve for Advanced Features
DocSales
Software Description: DocSales is a zero-click document generation platform that creates proposals and contracts directly from your CRM. With built-in eSigning and payment features, sales teams can close deals faster and easier. Compatible with CRMs like Salesforce, HubSpot, and Pipedrive.
Features
Zero-Click Document Generation<br />
Built-In eSigning with Payment Processing<br />
CRM Integration<br />
Sales Automation for Faster Closures<br />
Pros
- Seamless CRM Integration
- User-Friendly Interface
- Cost-Effective Solution
Cons
- Limited Bulk Sending Capabilities
- Time Zone Differences Affect Support
- Minor Bugs in Early Versions
Orbit Online
Software Description: Orbit Online is a powerful business management software that optimizes workflows, supports employee management, and ensures delivery quality. Perfect for process-driven businesses, it offers tools for resource, project, and proposal management, delivering scalable solutions to unify and elevate operations.
Features
Resource Management
Gantt/Timeline View
File Sharing
Time & Expense Tracking
Pros
- Comprehensive Feature Set
- User-Friendly Interface
- Scalability
Cons
- Pricing Transparency
- Integration Complexity
- Mobile Application Limitations
SalesManager – ServiceTrade
Software Description: SalesManager is a CRM solution built for commercial service contractors to streamline sales processes and scale their business. It simplifies workflows for service agreements and project proposals, offering tools for equipment inventory, maintenance-based pricing, project pricing, and proposal generation—boosting efficiency and profitability.
Features
Equipment Inventory Collection
Maintenance-Based Pricing Application
Complex Project Pricing Organization
Professional Proposal Generation
Pros
- User-Friendly Interface
- Comprehensive Feature Set
- Effective Sales Process Management
Cons
- Limited Pricing Transparency
- Integration Limitations
- Learning Curve
top.legal
Software Description: top.legal is a SaaS platform that revolutionizes contract management by automating workflows, enabling real-time collaboration, and enhancing negotiations with data insights. It helps teams close better deals, faster—transforming contracts into strategic assets.
Features
Automated Contract Drafting
Collaborative Negotiation Workspace
Integrated Contract Analytics
Workflow Automation & Compliance
Pros
- Streamlined Contract Workflows
- Enhanced Collaboration Tools
- Comprehensive Contract Analytics
Cons
- Learning Curve for New Users
- Limited Customization Options
- Integration Challenges
EZLynx
Software Description: EZLynx offers a comprehensive insurance software suite combining rating, policy management, CRM, and automation tools. It helps agencies quote faster, manage clients more effectively, and grow their book of business with ease.
Features
Comparative Rating Engine<br />
Agency Management System<br />
Sales Center (CRM Integration)<br />
Automation & Workflow Tools<br />
Pros
- Comprehensive All-in-One Platform
- User-Friendly Interface
- Efficient Quoting Process
Cons
- Limited Customization Options
- Customer Support Challenges
- Pricing Concerns for Small Agencies
e-Procure
Software Description: e-Procure is a blockchain-based B2B supply chain platform that automates procurement, contracting, and payments. It offers secure, transparent, and cost-effective solutions, enabling businesses to streamline their processes. With its intuitive interface, e-Procure is free and easy to use, making transactions more efficient.
Features
Blockchain Security
Automation
Global Accessibility
Cost-Effective
Pros
- User-Friendly Interface
- Enhanced Procurement Efficiency
- Secure and Transparent Transactions
Cons
- Limited Feature Set
- Learning Curve
- Integration Challenges
eRFP
Software Description: eRFP by InHub is a powerful RFP tool for investment fiduciaries, enabling seamless creation, submission, and evaluation of proposals. It supports various RFP types, offers side-by-side comparisons, note-taking, and compliance documentation. The platform also provides sample questions, candidate recommendations, and expert support.
Features
Customizable RFP Builder
Side-by-Side Proposal Comparison
Online Notes & Collaboration
Sample Questions & Candidate Access
Pros
- Time Efficiency
- Intuitive Interface
- Comprehensive Documentation
Cons
- Limited Customization Options
- Integration Challenges
- Inadequate Customer Support
Sofon Guided Selling
Software Description: Sofon Guided Selling is a sales automation tool that helps sales teams quickly create error-free, professional proposals and quotations. It automatically converts quotes into production orders, guiding sales personnel to choose the best products for customers, improving sales efficiency and decision-making.
Features
Audit Trail
Contact Management
Content Library
Proposal Generation
Pros
- Improved Workload Distribution
- User-Friendly Model Building
- High-Performance User Interface
Cons
- Time-Consuming Manual Processes
- Complex Rate Adjustments
- Limited Customer Interaction History
ScopeStack
Software Description: ScopeStack is a services CPQ platform for IT companies that automates the creation of accurate, professional statements of work (SOWs). It ensures consistent pricing, speeds up proposal generation, and integrates with CRM tools like HubSpot and Salesforce. ScopeStack improves efficiency and accuracy in presales processes.
Features
Automated SOW Creation
Accurate Pricing Models
Integration Capabilities
Collaboration Tools
Pros
- Automated SOW Creation
- Accurate Pricing Models
- Integration Capabilities
Cons
- Learning Curve
- Limited Customization
- Pricing Transparency
Table of Contents
Log In