Proposal Management Software
- Filter Results
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
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
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
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
Recapped
Software Description: Recapped is a sales and deal management tool that centralizes notes, resources, and next steps in one collaborative workspace. With features like automated reminders, deal engagement scores, and interactive dashboards, Recapped helps teams manage sales processes efficiently and close deals consistently.
Features
Collaborative Workspace
Deal Engagement Score
Automated Reminders & Deadlines
Real-Time Dashboards
Pros
- User-Friendly Interface
- Customization
- Centralized Management
Cons
- Limited Advanced Features
- Integration Limitations
- Pricing Concerns
Simple Estimate
Software Description: Simple Estimate simplifies project estimation with an easy-to-use drag-and-drop interface. Create detailed estimates, use templates, and organize sections efficiently. Enhance accuracy with low/high or three-point estimates. Manage client billing rates, share customized estimates, and export data effortlessly.
Features
Drag-and-Drop Interface
Advanced Estimation Methods
Customizable Client Estimates
Effortless Export & Sharing
Pros
- Ease of Use
- Accuracy in Estimations
- Template Utilization
Cons
- User Interface Needs Improvement
- Limited Reviews Available
- Lack of Advanced Features
Twenty5
Software Description: Twenty5’s Integrated Platform for Proposal Pricing & Estimating (iPE) is a cost estimating and pricing add-on for SAP that leverages SAP BTP & SAP HANA. By integrating historical cost data from SAP ERP, iPE provides a fast, intuitive web-based experience, enabling proposal teams to build complex, accurate proposals efficiently.
Features
Seamless SAP Integration
Web-Based User Experience
Advanced Cost Estimation
Proposal Automation & Optimization
Pros
- Seamless SAP Integration
- User-Friendly Interface
- Efficient Proposal Generation
Cons
- Limited Standalone Functionality
- Learning Curve
- Customization Constraints
Ideagen Huddle
Software Description: Ideagen Huddle is a cloud-based collaboration platform for secure document sharing, workflow approvals, and real-time co-editing. With government-grade security, version control, and mobile access, it ensures compliance and efficiency. Designed for regulated industries, it helps teams streamline projects and meet deadlines.
Features
Secure Document Collaboration
Approval Workflow Automation
Custom-Branded Client Portals
Cloud-Based Accessibility
Pros
- Ease of Use
- Secure Data Storage
- Efficient Collaboration Tools
Cons
- Limited Mobile Access
- Customer Support Challenges
- Integration Limitations
INFast
Software Description: INFast automates invoicing, estimates, and customer reminders, making financial management effortless for small businesses. It features instant tax calculations, estimate-to-invoice conversion, and automated payment follow-ups. With INFast, businesses save time, reduce errors, and streamline their invoicing process.
Features
Automated Estimates & Invoices
Instant Tax Calculations
Payment Tracking & Follow-ups
Installment & Situation Invoicing
Pros
- User-Friendly Interface
- Efficient Progress Billing
- Responsive Customer Support
Cons
- Limited Data Analysis and KPI Features
- Search Functionality Limitations
- Basic Data Analysis Tools
Solargraf
Software Description: Solargraf is a solar design and proposal tool for sales teams and installers. It offers auto-roofline detection, shading analysis, financing options, and e-signatures. The platform allows real-time proposal editing and signing, optimizing the solar system design and streamlining project management for both commercial and residential projects.
Features
Auto-Roofline and Obstruction Detection
NREL-Verified Shading Analysis
Real-Time Proposal Creation and E-Signatures
Financing Options
Pros
- Ease of Use
- Time-Saving Features
- Real-Time Proposal Collaboration
Cons
- Limited Customization
- Integration Challenges
- Learning Curve for Advanced Features
WISO MeinBüro
Software Description: WISO MeinBüro is an all-in-one office software for businesses, offering tools for invoicing, customer management, bookkeeping, and tax handling. It simplifies financial tracking, supports document storage, and integrates with other business tools, ensuring a streamlined approach to managing day-to-day operations.
Features
Invoicing and Billing
Customer and Contact Management
Accounting and Bookkeeping
Tax Calculation and Reporting
Pros
- Compliant Billing
- Time Efficiency
- Growing Functionality
Cons
- Support Response Times
- Learning Curve
- Limited Customization
Merkato
Software Description: Merkato is an easy-to-use product and sales configuration software. It features an intuitive, adaptive user interface and offers drag-and-drop functionality, along with Excel copy-paste options, enabling rapid changes and customization. Ideal for businesses looking for a flexible and efficient product configuration solution.
Features
User-Friendly Interface
Rapid Implementation and Flexibility
Drag-and-Drop Functionality
Comprehensive Product and Sales Configuration
Pros
- User-Friendly Interface
- Comprehensive Features
- Rapid Implementation and Flexibility
Cons
- Limited Customization
- Integration Challenges
- Learning Curve
Responsive
Software Description: Responsive (formerly RFPIO) is the global leader in Strategic Response Management, helping organizations win more deals with AI-powered automation. By streamlining RFPs, RFIs, DDQs, and VSQs, Responsive enables teams to respond faster, collaborate effectively, and leverage a centralized content repository for accurate, winning proposals.
Features
AI-Powered Response Automation
Centralized Knowledge Repository
Seamless Collaboration & Workflow Automation
Data-Driven Insights & Analytics
Pros
- Ease of Use
- Collaborative Features
- Content Library
Cons
- Learning Curve
- Formatting Challenges
- Search Functionality
Chotevi
Software Description: Chotevi is an all-in-one business management solution integrating CRM, HRM, project management, and finance tools. Designed for freelancers, startups, and SMBs, it streamlines operations with lead tracking, payroll, and task automation. Chotevi boosts productivity, collaboration, and efficiency for growing businesses.
Features
Comprehensive CRM
HRM & Payroll Management
Project Management Tools
Financial Management
Pros
- User-Friendly Interface
- Effective Collaboration Tools
- Customizable Features
Cons
- Limited Integrations
- Lack of Advanced Features
- Customer Support Challenges
Klart AI
Software Description: Klart AI is an AI Assistant that boosts workplace productivity and collaboration. It integrates with Slack, Teams, Gmail, Confluence, JIRA, and more, offering AI-driven support for summarizing emails, translating content, and refining communication. GDPR-compliant and scalable, it adapts to business needs.
Features
Seamless Integration
AI-Powered Assistance
Data Privacy and GDPR Compliance
Scalability
Pros
- Comprehensive Integration
- AI-Driven Productivity
- Data Privacy Compliance
Cons
- Learning Curve
- Limited Customization
- Pricing Structure
TimO
Software Description: TimO is a flexible online calendar that organizes team appointments, meetings, tasks, and absences. Its modular structure adapts to your needs, expanding to include time recording and project management. With professional support via phone and email, TimO streamlines team collaboration and scheduling.
Features
Comprehensive Online Calendar
Modular and Expandable Design
Flexible Web-Based Solution
Dedicated Support Services
Pros
- User-Friendly Interface
- Customizable and Modular
- Reliable Customer Support
Cons
- Limited Mobile Functionality
- Initial Setup Complexity
- Price Structure for Small Teams
Scopey
Software Description: Scopey is a quoting and scope management tool that tackles scope creep and enhances transparency. With AI-driven scoping, pricing, and real-time change tracking, businesses can quickly quote work, ensure client alignment, and turn change requests into upsell opportunities. It integrates with popular tools like Xero and Asana.
Features
Task Management
Time & Expense Tracking
Collaboration Tools
Reporting/Project Tracking
Table of Contents
Log In