--- title: "seProposals Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about seProposals Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/17311/seProposals/" page_type: "product" language: "en" --- # seProposals Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) seProposals ## What is seProposals? seProposals is THE easy-to-use proposal and quoting platform. Your sales people can create visually stunning proposals quickly. You can lock down information they are not permitted to edit--ensuring text approved by legal doesn't get altered, while fostering collaboration on content that speaks to prospects. Sales and marketing staff create the proposals on-the-fly--with as much flexibility or restraint as you allow. seProposals is highly customizable and integrated with leading CRM solutions ## What is seProposals used for? [Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $85 Per Feature, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for seProposals?[Manage this product listing](https://www.g2.com/products/seproposals/claim_requests/new?auto=true) ## seProposals Overview Updated August 2026 AI summary seProposals supports small and midsize businesses in managing the full proposal and quoting process, offering tools for proposal generation, document management, and workflow oversight. It includes features such as audit trails, version control, content libraries, and collaboration, with optional capabilities like electronic signatures, CRM integration, and customizable templates, all delivered via cloud-based deployment. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### seProposals 5.0 (1) VS. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price $85 Per Feature, Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.4 (9,484) Value For Money 5.0 (1) Value For Money 4.3 (5,929) Customer Service 5.0 (1) Customer Service 4.3 (5,620) ## seProposals alternatives [Docusign](https://www.capterra.com/p/121506/Docusign/) [4.7 (9,492)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/121506/Docusign/) [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting price $78.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/135691/QuoteWerks/) [WBudget](https://www.capterra.com/p/10007297/WBudget/) [4.7 (59)](https://www.capterra.com/p/10007297/WBudget/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10007297/WBudget/) Highest Rated [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) [4.8 (167)](https://www.capterra.com/p/153794/Better-Proposals/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/153794/Better-Proposals/) ## FAQs about seProposals Overview ### What company size and specific industries is seProposals built for? seProposals is designed for companies of all sizes, from startups to large enterprises, including both public and private organizations. It is built for businesses that need customized proposal automation, rather than for a single industry or sector. Features and Usability ### What are the key features of seProposals? seProposals offers proposal generation, automated quoting, and quotes/estimates, plus document templates, customizable templates, and automatic formatting for creating sales documents. It also includes client portal access, electronic signature, access controls/permissions, audit trail, workflow management, CRM integration, catalog management, and pricing management. Integrations ### Which third-party tools and platforms does seProposals integrate with? seProposals integrates with 4 third-party tools, including CRM and accounting platforms such as Salesforce Sales Cloud, Zoho CRM, GreenRope, and QuickBooks Online Advanced. These catalog integrations support connection to sales and financial systems used for proposal and client management. Getting Started and Support ### What training and onboarding options does seProposals offer? seProposals provides live online sessions and documentation for training and onboarding. Live online sessions support guided instruction with a trainer, while documentation gives teams written reference material for self-paced review and feature lookup. Getting Started and Support ### What customer support options does seProposals offer? seProposals provides Email/Help Desk, FAQ/Forum, and Phone Support. No reviewer feedback is available about support quality, response times, or helpfulness, so only the listed contact options can be confirmed. ## Features AI summary Based on 1,471 Proposal Management reviews Capterra data shows that buyers of proposal management software rank the following features as their top priorities: - **Proposal Generation** (**59%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) seProposals supports all three of the features reviewers value most: **Proposal Generation**, **Quotes/Estimates**, and **Customizable Templates**. This coverage gives teams a complete set of core proposal tools, from creating proposals and building accurate quotes to tailoring documents for different clients and sales scenarios. Together, these features help businesses respond faster, present more consistent proposals, and improve pricing accuracy, allowing teams to move deals forward more efficiently. Access Controls/Permissions Define levels of authorization for access to specific files or systems Audit Trail A record of all activities within the system, including user access, changes made, etc. Automated Quoting Generate rule-based quotes for clients automatically Automatic Formatting Automatically formats data in a predetermined way Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Client Portal Private online space that lets businesses securely share documents and provide information access to clients seProposals 26 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Automatic Formatting: Automatically formats data in a predetermined way - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Signature: Digitally sign online documents - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - RFP Management: Manage and process incoming documents detailing requests for proposals - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Basic $85.00 Per Feature,Per Month Value for money 5.0 (1) 5.0 Based on 1 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ GreenRope](https://www.capterra.com/p/130598/GreenRope/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SS Scott S. Director of Compliance and Data Protection Officer Research ### "Very customizable and easy to use!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 20, 2020 Pros The software is very customizable to our operation. It intergrated with our Microsoft 365 platform with minimual issues. The support teams at seProposals are auesome to work with and very accommodating. It is truly a solutions-driven company. Cons There were no real issues with this software. Like any new software implementation, the biggest hurdles where internal and you need to make sure you have management buy-in and support. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 24, 2020 Thanks so much for your kind words and review! ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.