# Best Proposal Management Software 2026 | Capterra > Find the top Proposal Management software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/proposal-management-software/ --- # Best Proposal Management Software Last updated on July 22, 2026 How to find the right Proposal Management Software? Learn more from our team about Proposal Management Software pricing features and benefits in our Proposal Management Buyers Guide Verified Insights Provider data verified by our Software Research team and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) ## What is proposal management software? Researched by: [Capterra](https://www.capterra.com/resources/author/capterra/) Updated on July 22, 2026 [Proposal management software](https://www.capterra.com/proposal-management-software/) helps businesses create and share proposals as well as manage incoming requests for proposals (RFPs). It streamlines the proposal creation process to assist marketing and sales teams in developing tailored responses to RFPs. This type of software also lets businesses manage other important documents, such as welcome letters, contracts, agreements, quotes, and marketing collateral. * * * For more information consult our [Proposal Management Buyers Guide](#buyers-guide-content) ## Expedience Proposal Software Rating: 4.8 out of 5 (27 reviews) Profile: [Expedience Proposal Software](https://www.capterra.com/p/141108/Expedience-Software-Suite/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Expedience automates proposals, SOWs, RFPs, right in Word! Leverages the best of Microsoft 365: Excel data, collaboration, Copilot AI. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $0.00 Pricing details: Other, Per Year Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Templates: 4.8 rating - Document Management: 5.0 rating - Document Review: 4.7 rating - Customizable Templates: 4.5 rating #### Lowest rated features - Proposal Generation: 4.5 rating - Content Library: 5.0 rating - Electronic Signature: 5.0 rating - RFP Management: 5.0 rating #### Feature-related review snippet Reviewer: shawn D. Reviewer details: Management Consulting, 1,001-5,000 employees Published: January 29, 2024 > "It has saved my team a lot of time! And it's intuitive - having it based in word has made user adoption so much easier." ### Gallery tab Ease of use: 4.7 out of 5 (27 reviews) #### Related review snippet Reviewer: shawn D. Reviewer details: Management Consulting, 1,001-5,000 employees Published: January 29, 2024 > "It has saved my team a lot of time! And it's intuitive - having it based in word has made user adoption so much easier." ### Integrations tab Expedience Proposal Software connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/141108/Expedience-Software-Suite/#integrations) #### Most popular integrations - Microsoft PowerPoint: 4.7 rating - Microsoft Excel: 4.8 rating --- ## HoneyBook Rating: 4.7 out of 5 (683 reviews) Profile: [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Everything you need to manage projects: pipeline, proposals, contracts, payments, and more. Start your 7 day free trial today. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Pros: - Automated client payment reminders - Comprehensive business organization platform Cons: - Cumbersome and unreliable email communication - Slow and restrictive payment processing #### Starting price Starting price: $36.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Electronic Signature: 4.6 rating - Contact Management: 4.7 rating - Task Management: 4.8 rating - Quotes/Estimates: 5.0 rating #### Lowest rated features - Third-Party Integrations: 3.5 rating - Access Controls/Permissions: 4.2 rating - Templates: 4.5 rating - Workflow Management: 4.5 rating #### Feature-related review snippet Reviewer: Chris F. Reviewer details: Entertainment, 1-10 employees Published: March 24, 2025 > "A great CRM interface that makes it very easy to run your own books, contracts, client communication, and take payments." ### Gallery tab Ease of use: 4.6 out of 5 (683 reviews) #### Related review snippet Reviewer: Ryan P. Reviewer details: Design, Self-employed Published: March 17, 2026 > "My favorite thing about it is that You can manage the entire client journey from inquiry to contract to payment and delivery in one place." ### Integrations tab HoneyBook connects with 82+ software tools. [See all integrations](https://www.capterra.com/p/162588/HoneyBook/#integrations) #### Most popular integrations - Google Docs: 4.7 rating - WordPress: 4.6 rating - Gmail: 4.9 rating - OneDrive: 4.5 rating - Evernote Teams: 4.4 rating - FreshBooks: 4.5 rating #### Integrations-related review snippet Reviewer: Asha V. Reviewer details: Health, Wellness and Fitness, 11-50 employees Published: August 8, 2024 > "It is very easy to use and successfully integrates with Gmail." --- ## Proposify Rating: 4.4 out of 5 (299 reviews) Profile: [Proposify](https://www.capterra.com/p/133332/Proposify/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Proposify is a cloud-based proposal management tool that helps businesses create, send, and close proposals on a unified interface. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Pros: - Extensive customizable proposal templates - Seamless diGital signature process Cons: - Cumbersome text editing experience - Inconsistent and difficult formatting #### Starting price Starting price: $19.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Templates: 4.3 rating - Electronic Signature: 4.4 rating - Proposal Generation: 4.4 rating - Quotes/Estimates: 4.3 rating #### Lowest rated features - Document Management: 3.9 rating - Customizable Templates: 3.8 rating - Contract/License Management: 3.2 rating - Document Review: 2.5 rating #### Feature-related review snippet Reviewer: John B. Reviewer details: Construction, 11-50 employees Published: May 19, 2025 > "I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective." ### Gallery tab Ease of use: 4.3 out of 5 (299 reviews) #### Related review snippet Reviewer: John B. Reviewer details: Construction, 11-50 employees Published: May 19, 2025 > "I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective." ### Integrations tab Proposify connects with 46+ software tools. [See all integrations](https://www.capterra.com/p/133332/Proposify/#integrations) #### Most popular integrations - FreshBooks: 5.0 rating - Xero: 4.4 rating - Zapier: 4.7 rating - Keap: 4.1 rating - QuickBooks Online Advanced: 4.0 rating - Zoho Books: 4.4 rating #### Integrations-related review snippet Reviewer: Andy Y. Reviewer details: Information Technology and Services, 1-10 employees Published: August 9, 2022 > "Integration with Hubspot is great." --- ## Docusign Rating: 4.7 out of 5 (9,404 reviews) Profile: [Docusign](https://www.capterra.com/p/121506/Docusign/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? DocuSign is an e-signature and agreement management software that helps organizations create, commit to, and manage agreements. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Pros: - Efficient diGital signature process - Intuitive and accessible platform Cons: - High and complex pricing structure - Email delivery and notification issues #### Starting price Starting price: $15.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Electronic Signature: 4.9 rating - Document Management: 4.8 rating - Templates: 4.5 rating - Document Review: 4.8 rating #### Lowest rated features - RFP Management: 4.2 rating - Third-Party Integrations: 3.5 rating - CRM: 4.0 rating - Quotes/Estimates: 4.6 rating #### Feature-related review snippet Reviewer: Enamul F. Reviewer details: Construction, 5,001-10,000 employees Published: November 20, 2025 > "Its interface is intuitive, allowing users to navigate and complete tasks efficiently, minimizing the learning curve and maximizing productivity." ### Gallery tab Ease of use: 4.7 out of 5 (9,404 reviews) #### Related review snippet Reviewer: Thomas F R. Reviewer details: Museums and Institutions, 11-50 employees Published: June 17, 2026 > "DocuSign provides us with great documents management features which allows us to easily prepare documents awaiting to be signed making it possible for us to ensure all documents have been signed as per the requirements." ### Integrations tab Docusign connects with 23+ software tools. [See all integrations](https://www.capterra.com/p/121506/Docusign/#integrations) #### Most popular integrations - Google Docs: 4.9 rating - Google Drive: 4.8 rating - Microsoft 365: 4.6 rating - OneDrive: 4.5 rating - monday.com AI Work Platform: 4.6 rating - Zoom Events and Webinars: 4.6 rating #### Integrations-related review snippet Reviewer: N'dea M. Reviewer details: Utilities, 501-1,000 employees Published: October 5, 2025 > "My organization is in the process of an ERP implementation and Docusign is one of the many programs we are able to integrate into the new system." --- ## Jotform Rating: 4.7 out of 5 (2,909 reviews) Profile: [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? End-to-end automated proposal management, made easy with Jotform Enterprise #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Pros: - Accessible and simple interface - Versatile survey creation platform Cons: - Frequent technical glitches - Restrictive plan and feature limits #### Starting price Starting price: $39.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Customizable Templates: 4.7 rating - Data Import/Export: 4.6 rating - Proposal Generation: 5.0 rating - Document Management: 4.7 rating #### Lowest rated features - API: 2.0 rating - Document Review: 3.5 rating - Reminders: 4.0 rating - Collaboration Tools: 4.5 rating #### Feature-related review snippet Reviewer: Venkata M. Reviewer details: Education Management, 51-200 employees Published: April 16, 2026 > "Setup is fast, the interface doesn't overwhelm you, and it just gets out of your way and lets you build." ### Gallery tab Ease of use: 4.7 out of 5 (2,909 reviews) #### Related review snippet Reviewer: BETSY S. Reviewer details: Individual & Family Services, 51-200 employees Published: June 3, 2026 > "By providing a description of the form or project, the AI can generate a form that is very close to what is needed, significantly reducing time spent creating the forms." ### Integrations tab Jotform connects with 99+ software tools. [See all integrations](https://www.capterra.com/p/158456/JotForm-4-0/#integrations) #### Most popular integrations - Google Analytics 360: 4.7 rating - Stripe: 4.5 rating - Meta for Business: 4.4 rating - Airtable: 4.6 rating - Weebly: 4.3 rating - Make: 4.8 rating #### Integrations-related review snippet Reviewer: Pereira S. Reviewer details: Information Technology and Services, 51-200 employees Published: July 29, 2025 > "Jotform's robust integration capabilities makes it easy to connect it with tools in our tech ecosystem such as Google sheets and Dropbox." --- ## PandaDoc Rating: 4.5 out of 5 (1,254 reviews) Profile: [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? PandaDoc is an all-in-one tool to create, edit, send, track, and eSign Proposals and other business documents quickly and easily. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Pros: - Streamlined proposal creation workflow - Efficient diGital document signing Cons: - Cumbersome document management tasks - Email delivery and spam issues #### Starting price Starting price: $19.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Electronic Signature: 4.6 rating - Templates: 4.2 rating - Customizable Templates: 4.5 rating - Document Management: 4.3 rating #### Lowest rated features - Access Controls/Permissions: 3.5 rating - Contract/License Management: 3.8 rating - Content Library: 4.0 rating - Reminders: 3.0 rating #### Feature-related review snippet Reviewer: Sauve G. Reviewer details: Insurance, 11-50 employees Published: June 18, 2026 > "Overall is a user friendly tool with sleek template design important for creating and signing documents digitally." ### Gallery tab Ease of use: 4.4 out of 5 (1,254 reviews) #### Related review snippet Reviewer: Arunmurugan S. Reviewer details: Biotechnology, 10,001+ employees Published: June 5, 2026 > "I also like the e sign functionality and the ability to see when recipients open or view a document." ### Integrations tab PandaDoc connects with 41+ software tools. [See all integrations](https://www.capterra.com/p/131735/PandaDoc/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Dropbox: 5.0 rating - Salesforce Sales Cloud: 4.3 rating - Box: 4.4 rating - HubSpot CRM: 4.7 rating - Zapier: 4.7 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Information Technology and Services, 11-50 employees Published: September 22, 2025 > "It’s reliable, integrates smoothly with Google Drive, and offers great customization options." --- ## Deltek Vision Rating: 4.1 out of 5 (473 reviews) Profile: [Deltek Vision](https://www.capterra.com/p/1404/Deltek-Vision/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt. #### Rating breakdown - Ease of Use: 3.6 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.0 out of 5 - Value for Money: 3.7 out of 5 #### Pros and cons based on reviews Pros: - Integrated project management platform - Comprehensive project tracking tools Cons: - Complex and unintuitive interface - Outdated support and updates #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Collaboration Tools: 5.0 rating - Contact Management: 5.0 rating - Content Library: 5.0 rating - Electronic Signature: 5.0 rating #### Lowest rated features - CRM: 3.0 rating - Document Management: 4.0 rating - Templates: 5.0 rating - Workflow Management: 5.0 rating ### Gallery tab Ease of use: 3.6 out of 5 (473 reviews) #### Related review snippet Reviewer: Verified Reviewer Reviewer details: Photography, 1-10 employees Published: February 2, 2026 > "Overall as an executive and the team, Deltek Vision is great value for money and I love that I can do many administrative task" --- ## Ploomes CRM Rating: 4.9 out of 5 (442 reviews) Profile: [Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Create, send, and track proposals in one platform. Ploomes automates approvals, ensures accuracy, and helps teams close deals faster. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $22.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Contact Management: 4.9 rating - Templates: 5.0 rating - Proposal Generation: 4.8 rating - Quotes/Estimates: 4.7 rating #### Lowest rated features - Electronic Signature: 4.5 rating - Customizable Reports: 4.6 rating - Alerts/Notifications: 4.5 rating - Reporting & Statistics: 4.7 rating ### Gallery tab Ease of use: 4.8 out of 5 (442 reviews) #### Related review snippet Reviewer: Verified Reviewer Reviewer details: Computer Software, 11-50 employees Published: May 29, 2026 > "I really liked the color and icons in genereal of the website." ### Integrations tab Ploomes CRM connects with 24+ software tools. [See all integrations](https://www.capterra.com/p/207290/Ploomes/#integrations) #### Most popular integrations - WhatsApp: 5.0 rating - ActiveCampaign: 4.6 rating - Microsoft Outlook: 5.0 rating - NetSuite: 4.2 rating - Alterdata Pack: 4.6 rating - TOTVS ERP: 5.0 rating - Omie: 3.8 rating - Nomus: 4.3 rating - ContaAzul: 1.0 rating --- ## Sage 100 Rating: 4.1 out of 5 (404 reviews) Profile: [Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Enterprise resource planning solution that helps small and mid-sized businesses automate financial operations and payroll processes. #### Rating breakdown - Ease of Use: 3.9 out of 5 - Customer Service: 3.8 out of 5 - Features: 3.9 out of 5 - Value for Money: 3.8 out of 5 #### Pros and cons based on reviews Pros: - Intuitive and accessible interface - Comprehensive accounting functionality Cons: - Frequent technical disruptions - High and increasing costs #### Starting price Starting price: $7500.00 Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Most popular features - Electronic Signature: Not available - Templates: Available - Document Management: Available - Proposal Generation: Not available - Workflow Management: Not available - RFP Management: Available - Contact Management: Not available - Collaboration Tools: Available - Content Library: Not available - Approval Process Control: Available - Reminders: Not available - Audit Trail: Not available ### Gallery tab Ease of use: 3.9 out of 5 (404 reviews) #### Related review snippet Reviewer: Carlos O. Reviewer details: Financial Services, 51-200 employees Published: November 17, 2025 > "In addition to being a Sage Reseller, Infomedika also offers multiple modifications that adapt very effectively to the application and laws of Puerto Rico, among other support services, interfaces or customized reports." ### Integrations tab Sage 100 connects with 16+ software tools. [See all integrations](https://www.capterra.com/p/227232/Sage-100cloud/#integrations) #### Most popular integrations - Avalara: 4.7 rating - BigCommerce: 4.4 rating - Fortis: 4.6 rating - Netstock: 4.8 rating - TimeLinx Software: 4.7 rating - Service Pro: 4.0 rating #### Integrations-related review snippet Reviewer: Isobel H. Reviewer details: Accounting, Self-employed Published: November 6, 2024 > "It's a good product that meets the basic needs required, although is not very good at integrating" --- ## Qwilr Rating: 4.6 out of 5 (385 reviews) Profile: [Qwilr](https://www.capterra.com/p/143254/Qwilr/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $35.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Templates: 4.4 rating - Electronic Signature: 4.3 rating - Quotes/Estimates: 4.0 rating - RFP Management: 4.8 rating #### Lowest rated features - Document Management: 3.6 rating - Workflow Management: 3.7 rating - Proposal Generation: 4.0 rating - Knowledge Base Management: 3.0 rating #### Feature-related review snippet Reviewer: Shannon A. Reviewer details: Information Technology and Services, 11-50 employees Published: December 30, 2025 > "The interface is easy enough to make up for limited onboarding with the package we provided." ### Gallery tab Ease of use: 4.5 out of 5 (385 reviews) #### Related review snippet Reviewer: Steve F. Reviewer details: Information Technology and Services, 51-200 employees Published: August 17, 2023 > "It provides us with a variety of prefabricated formats from which we can generate unique proposals for our company and its offerings." ### Integrations tab Qwilr connects with 14+ software tools. [See all integrations](https://www.capterra.com/p/143254/Qwilr/#integrations) #### Most popular integrations - Slack: 4.7 rating - Salesforce Sales Cloud: 4.0 rating - Google Analytics 360: 4.7 rating - FreshBooks: 4.5 rating - HubSpot CRM: 4.0 rating - Stripe: 4.6 rating - Xero: 4.4 rating - Zapier: 5.0 rating - Pipedrive: 4.5 rating --- ## Agiled Rating: 4.7 out of 5 (350 reviews) Profile: [Agiled](https://www.capterra.com/p/206203/Agiled/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Agiled is an all-in-one software that helps small businesses manage CRM, finance, projects, and documents in one integrated platform. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $30.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Contact Management: 4.8 rating - Task Management: 4.7 rating - Electronic Signature: 4.7 rating - Templates: 4.4 rating #### Lowest rated features - Customizable Templates: 2.5 rating - CRM: 3.5 rating - Collaboration Tools: 4.3 rating - Alerts/Notifications: 4.0 rating #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Computer Software, 11-50 employees Published: September 22, 2021 > "It has a fairly intuitive interface and is flexible since you can configure it to the specifications that your organisation requires." ### Gallery tab Ease of use: 4.6 out of 5 (350 reviews) #### Related review snippet Reviewer: Stacey W. Reviewer details: Public Relations and Communications, 1-10 employees Published: January 19, 2026 > "From the CRM to onboarding new clients and handling the finances, Agiled is able to do it all in one place." ### Integrations tab Agiled connects with 24+ software tools. [See all integrations](https://www.capterra.com/p/206203/Agiled/#integrations) #### Most popular integrations - Google Drive: 4.8 rating - PayPal: 4.6 rating - Mailchimp: 4.5 rating - Asana: 4.5 rating - FreshBooks: 4.5 rating - Calendly: 4.0 rating #### Integrations-related review snippet Reviewer: Osama A. Reviewer details: Insurance, 1-10 employees Published: April 4, 2022 > "The agiled platform does just that and it also integrates with my favorite applications so I can seamlessly switch between them." --- ## Jotform Sign Rating: 4.8 out of 5 (216 reviews) Profile: [Jotform Sign](https://www.capterra.com/p/10014571/Jotform-Sign/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? End-to-end automated proposal management, made easy with Jotform Enterprise #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $0.00 Free trial: No Free demo: No ### Features tab #### Highest rated features - Electronic Signature: 4.9 rating - Customizable Templates: 5.0 rating - Document Management: 5.0 rating - Proposal Generation: 5.0 rating #### Lowest rated features - Approval Process Control: 3.0 rating - Audit Trail: 3.0 rating - Contact Management: 3.0 rating - Content Library: 4.0 rating #### Feature-related review snippet Reviewer: miranda E. Reviewer details: Business Supplies and Equipment, 1-10 employees Published: March 27, 2024 > "We have loved implementing this in our business." ### Gallery tab Ease of use: 4.8 out of 5 (216 reviews) #### Related review snippet Reviewer: Susan W. Reviewer details: Events Services, 1-10 employees Published: April 4, 2025 > "We are already very integrated with Jotform, and I loved that they offered this service so I didn't need to go out and get yet another service for signing documents." ### Integrations tab Jotform Sign connects with 16+ software tools. [See all integrations](https://www.capterra.com/p/10014571/Jotform-Sign/#integrations) #### Most popular integrations - PayPal: 4.5 rating - Slack: 4.7 rating - Dropbox: 4.5 rating - Venmo: 4.7 rating - Zoho CRM: 4.3 rating - monday.com AI Work Platform: 4.6 rating #### Integrations-related review snippet Reviewer: Tiffany B. Reviewer details: Health, Wellness and Fitness, 11-50 employees Published: July 29, 2025 > "Great integration and easy setup." --- ## Relayto Rating: 4.8 out of 5 (201 reviews) Profile: [Relayto](https://www.capterra.com/p/217021/Relayto/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Check out relayto.com/showcase and book a meeting with us: https://rla.to/meet-with-relayto #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Document Management: 4.8 rating - Access Controls/Permissions: 4.7 rating - Collaboration Tools: 4.9 rating - Customizable Templates: 4.6 rating #### Lowest rated features - Reporting & Statistics: 4.4 rating - Customizable Branding: 4.5 rating - Version Control: 4.0 rating - Content Library: 4.6 rating #### Feature-related review snippet Reviewer: Balamurali R. Reviewer details: Hospital & Health Care, 11-50 employees Published: March 16, 2026 > "It’s also rewarding to use once you get comfortable with the interface, and the overall experience feels smooth and modern." ### Gallery tab Ease of use: 4.7 out of 5 (201 reviews) #### Related review snippet Reviewer: Arina X. Reviewer details: Marketing and Advertising, 10,001+ employees Published: June 18, 2026 > "I like how it can turn static data and docs into interactive visuals, it helps to present to our clients and make the content so much more engaging." ### Integrations tab Relayto connects with 23+ software tools. [See all integrations](https://www.capterra.com/p/217021/Relayto/#integrations) #### Most popular integrations - Microsoft PowerPoint: 4.7 rating - HubSpot Marketing Hub: 4.5 rating - Microsoft SharePoint: 4.4 rating - Marketo Engage: 4.3 rating - Salesforce Marketing Cloud Account Engagement: 4.1 rating - ON24: 4.3 rating #### Integrations-related review snippet Reviewer: Mridun G. Reviewer details: E-Learning, Self-employed Published: September 19, 2023 > "The vast library of integrations got my major tasks done in no time." --- ## QuoteWerks Rating: 4.6 out of 5 (192 reviews) Profile: [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $78.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Quotes/Estimates: 4.9 rating - Audit Trail: 4.9 rating - Document Management: 4.8 rating - Activity Dashboard: 5.0 rating #### Lowest rated features - Content Library: 3.6 rating - Contact Management: 4.4 rating - Collaboration Tools: 3.0 rating - Templates: 4.6 rating #### Feature-related review snippet Reviewer: Elijah M. Reviewer details: Hospitality, 1,001-5,000 employees Published: October 20, 2022 > "It is a solid application that does exactly what it's supposed to do and it has an intuitive and friendly dashboard which you can customize to suit your needs." ### Gallery tab Ease of use: 4.5 out of 5 (192 reviews) #### Related review snippet Reviewer: Zoe H. Reviewer details: Electrical/Electronic Manufacturing, 51-200 employees Published: April 10, 2026 > "Its integrations have also been helpful for integrating data without having to enter it manually, and the electronic signature simplifies processes by giving me control and visibility over each sales step." ### Integrations tab QuoteWerks connects with 27+ software tools. [See all integrations](https://www.capterra.com/p/135691/QuoteWerks/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.5 rating - Gmail: 5.0 rating - Microsoft Word: 4.7 rating - Microsoft Outlook: 4.5 rating - QuickBooks Online Advanced: 4.4 rating - Act!: 4.5 rating #### Integrations-related review snippet Reviewer: Delaney S. Reviewer details: Information Technology and Services, 11-50 employees Published: August 11, 2023 > "It is nice how many integrations go with Quotewerks." --- ## Responsive Rating: 4.5 out of 5 (190 reviews) Profile: [Responsive](https://www.capterra.com/p/148054/Responsive/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Responsive helps teams create tailored, on-brand proposals fast with AI drafts, governed content reuse, and seamless collaboration. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Usage Based, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Knowledge Base Management: 4.5 rating - RFP Management: 4.5 rating - Document Management: 4.4 rating - Data Import/Export: 4.0 rating #### Lowest rated features - Templates: 3.7 rating - Workflow Management: 3.9 rating - Document Review: 4.0 rating - Access Controls/Permissions: 4.2 rating #### Feature-related review snippet Reviewer: Marwa S. Reviewer details: Telecommunications, 501-1,000 employees Published: May 7, 2026 > "It makes it so much easier to navigate and get from place to place with less clicks." ### Gallery tab Ease of use: 4.4 out of 5 (190 reviews) #### Related review snippet Reviewer: Stephanie F. Reviewer details: Research, 11-50 employees Published: May 5, 2026 > "It also enables a “build once, use many” approach, allowing us to update shared or redundant sections in one place rather than across multiple templates. While we are still working on standardizing and organizing our templates to fully realize this capability, the long‑term efficiency and governance benefits are significant." ### Integrations tab Responsive connects with 26+ software tools. [See all integrations](https://www.capterra.com/p/148054/Responsive/#integrations) #### Most popular integrations - Google Drive: 4.8 rating - Salesforce Sales Cloud: 4.3 rating - Jira: 4.4 rating - OneDrive: 4.5 rating - Microsoft Teams: 4.5 rating - Microsoft SharePoint: 4.4 rating - HubSpot CRM: 4.5 rating - Pipedrive: 4.5 rating - Microsoft Outlook: 4.5 rating --- ## ClientPoint Rating: 4.6 out of 5 (167 reviews) Profile: [ClientPoint](https://www.capterra.com/p/120209/ClientPoint/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Top customized proposal/doc creation, automation, e-sign & payment platform with collaborative team, prospect & customer workspaces. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $83.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Electronic Signature: 4.7 rating - Templates: 4.3 rating - Proposal Generation: 4.8 rating - Document Review: 4.3 rating #### Lowest rated features - Version Control: 2.0 rating - Customizable Templates: 4.0 rating - Access Controls/Permissions: 3.5 rating - Activity Dashboard: 3.5 rating ### Gallery tab Ease of use: 4.5 out of 5 (167 reviews) #### Related review snippet Reviewer: Joseph P. Reviewer details: Real Estate, 51-200 employees Published: September 5, 2024 > "Really speeds up the proposal generating process and gives clients a central directory for documentation" ### Integrations tab ClientPoint connects with 13+ software tools. [See all integrations](https://www.capterra.com/p/120209/ClientPoint/#integrations) #### Most popular integrations - Docusign: 4.7 rating - Zoho CRM: 4.3 rating - HubSpot Marketing Hub: 4.5 rating - HubSpot CRM: 4.5 rating - Pipedrive: 4.5 rating - NetSuite: 4.2 rating - Salesforce Platform: 4.4 rating - Zendesk Sell: 4.3 rating - RightSignature: 4.5 rating --- ## Better Proposals Rating: 4.8 out of 5 (166 reviews) Profile: [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Impress clients and win their business Better Proposals makes it easy with 250+ templates, eSignatures, payments and advanced tracking #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $19.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Electronic Signature: 4.8 rating - Templates: 4.5 rating - Quotes/Estimates: 4.9 rating - Proposal Generation: 4.7 rating #### Lowest rated features - Third-Party Integrations: 3.8 rating - Customizable Templates: 4.3 rating - Contract/License Management: 4.2 rating - Document Review: 4.0 rating #### Feature-related review snippet Reviewer: Joshua R. Reviewer details: Computer Software, 1-10 employees Published: November 20, 2023 > "Its intuitive design and user experience immediately set it apart." ### Gallery tab Ease of use: 4.7 out of 5 (166 reviews) #### Related review snippet Reviewer: Greg A. Reviewer details: Marketing and Advertising, 1-10 employees Published: November 4, 2025 > "The great thing about it is that the longer we use it, the faster it gets as every previous proposal can be used as a potential starting point for new ones. " ### Integrations tab Better Proposals connects with 40+ software tools. [See all integrations](https://www.capterra.com/p/153794/Better-Proposals/#integrations) #### Most popular integrations - PayPal: 5.0 rating - Salesforce Sales Cloud: 4.4 rating - Nimble: 4.4 rating - LiveChat: 4.6 rating - Intercom: 4.5 rating - Teamwork.com: 4.5 rating - Lime Connect: 4.6 rating - Olark: 4.5 rating - Capsule: 4.5 rating --- ## SmartDocs Rating: 4.7 out of 5 (153 reviews) Profile: [SmartDocs](https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? SmartDocs transforms Microsoft Word into an easy proposal creation tool. Improve productivity from Day 1. Powerful yet easy-to-use. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $695.00 Pricing details: Per User, Per Year Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Templates: 5.0 rating - Access Controls/Permissions: 4.5 rating - Document Management: 5.0 rating - Version Control: 5.0 rating #### Lowest rated features - Collaboration Tools: 4.0 rating - Content Library: 4.0 rating - Customizable Templates: 4.0 rating #### Feature-related review snippet Reviewer: Hirock M. Reviewer details: Computer Software, 1-10 employees Published: November 25, 2020 > "User-friendly user interface" ### Gallery tab Ease of use: 4.6 out of 5 (153 reviews) #### Related review snippet Reviewer: Juanca A. Reviewer details: Non-Profit Organization Management, 11-50 employees Published: October 27, 2025 > "I like the simple document management and file sharing by SmartDocs that makes assets easily sharable and organized across websites and devices." ### Integrations tab SmartDocs connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word/#integrations) #### Most popular integrations - Microsoft SharePoint: 4.4 rating - Microsoft Word: 4.0 rating #### Integrations-related review snippet Reviewer: Logan T. Reviewer details: Insurance, 1-10 employees Published: February 12, 2021 > "I love the product it integrates nicely through the entire windows suite." --- ## Ignition Rating: 4.7 out of 5 (152 reviews) Profile: [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Automate your sales pipeline, proposals, contracts, billing and payment collection in a single platform. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $49.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Electronic Signature: 4.9 rating - Templates: 4.7 rating - Quotes/Estimates: 4.8 rating - Customizable Templates: 4.8 rating #### Lowest rated features - Workflow Management: 3.5 rating - Contract/License Management: 3.9 rating - Audit Trail: 3.5 rating - Contact Management: 3.3 rating #### Feature-related review snippet Reviewer: Nathan M. Reviewer details: Accounting, 11-50 employees Published: August 13, 2024 > "Easiest to use and Intuitive, also makes it easy for clients to read, approve and pay quickly." ### Gallery tab Ease of use: 4.6 out of 5 (152 reviews) #### Related review snippet Reviewer: Kelly A. Reviewer details: Accounting, 1-10 employees Published: May 20, 2026 > "Having a central place to manage proposals created a more efficient workflow and made the experience feel more professional for both our team and our clients. While there was some initial setup and a bit of a learning curve, once everything was in place it became a valuable part of our process." ### Integrations tab Ignition connects with 19+ software tools. [See all integrations](https://www.capterra.com/p/140861/Practice-Ignition/#integrations) #### Most popular integrations - Slack: 4.7 rating - Asana: 4.5 rating - QuickBooks Online: 4.5 rating - Xero: 4.9 rating - Zapier: 4.7 rating - Typeform: 4.7 rating #### Integrations-related review snippet Reviewer: Jerry M. Reviewer details: Accounting, 11-50 employees Published: December 8, 2020 > "Also that it integrates with Intuit Practice Management and Quickbooks Online." --- ## Quotient Rating: 4.8 out of 5 (136 reviews) Profile: [Quotient](https://www.capterra.com/p/131897/Quotient/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Proposal software without the bloat. Send interactive proposals clients can accept online, with options, tracking, and follow-ups. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $28.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Quotes/Estimates: 5.0 rating - Templates: 5.0 rating - Third-Party Integrations: 4.3 rating - Electronic Signature: 5.0 rating #### Lowest rated features - Contact Management: 4.0 rating - Document Management: 4.5 rating - Proposal Generation: 5.0 rating - Access Controls/Permissions: 5.0 rating #### Feature-related review snippet Reviewer: Alyssa H. Reviewer details: Construction, 11-50 employees Published: June 28, 2024 > "I LOVE the user-friendly interface of the software and the customizable line items." ### Gallery tab Ease of use: 4.8 out of 5 (136 reviews) #### Related review snippet Reviewer: Rene B. Reviewer details: Health, Wellness and Fitness, 1-10 employees Published: July 31, 2024 > "Customer service has been awesome, the emails sent my way provide me with useful information, not just another sales pitch or special offer, and the pricing for what we get is perfect." ### Integrations tab Quotient connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/131897/Quotient/#integrations) #### Most popular integrations - Mailchimp: 4.0 rating - QuickBooks Online: 4.3 rating - Xero: 5.0 rating - Zapier: 5.0 rating - Insightly: 5.0 rating - Capsule: 5.0 rating - Highrise: 4.5 rating --- ## 17hats Rating: 4.4 out of 5 (136 reviews) Profile: [17hats](https://www.capterra.com/p/144328/17hats/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? 17hats is your premier small business management platform. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $15.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Workflow Management: 5.0 rating - Quotes/Estimates: 4.7 rating - Document Management: 5.0 rating - Activity Dashboard: 4.8 rating #### Lowest rated features - Customizable Branding: 4.0 rating - Client Portal: 4.3 rating - CRM: 4.5 rating - Contact Management: 4.8 rating #### Feature-related review snippet Reviewer: Tara T. Reviewer details: Photography, Self-employed Published: October 9, 2024 > "The bookkeeping feature is also super helpful. Since the beginning 17hats has listened to their user's feedback and is constantly updating and improving the platform to provide the best user experience and really simply and automate all things business." ### Gallery tab Ease of use: 4.3 out of 5 (136 reviews) #### Related review snippet Reviewer: Jong K. Reviewer details: Arts and Crafts, 1-10 employees Published: August 22, 2024 > "Hats has been a game-changer for my business, allowing me to manage projects, send quotes, and handle contracts and invoices all in one place." ### Integrations tab 17hats connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/144328/17hats/#integrations) #### Most popular integrations - PayPal: 4.5 rating - Google Calendar: 5.0 rating - Stripe: 5.0 rating - Square Payments: 5.0 rating - Meta for Business: 4.4 rating - QuickBooks Online Advanced: 4.4 rating - authorize.net: 4.5 rating --- ## Prospero Rating: 4.8 out of 5 (135 reviews) Profile: [Prospero](https://www.capterra.com/p/184953/Prospero/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Professional proposal management software. Create beautiful proposals with ease. Impress your clients and win more projects. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $19.00 Pricing details: Other, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Electronic Signature: 4.7 rating - Document Management: 4.7 rating - Templates: 4.2 rating - Proposal Generation: 4.5 rating #### Lowest rated features - Activity Dashboard: 3.3 rating - Collaboration Tools: 4.1 rating - Customizable Templates: 4.3 rating - RFP Management: 4.3 rating #### Feature-related review snippet Reviewer: Gilad N. Reviewer details: Marketing and Advertising, 11-50 employees Published: May 19, 2026 > "The most impressive aspect of this software is its intuitive user interface." ### Gallery tab Ease of use: 4.8 out of 5 (135 reviews) #### Related review snippet Reviewer: Itamar L. Reviewer details: Media Production, 1-10 employees Published: February 24, 2026 > "Now, I can send out beautifully designed, interactive proposals that include clear pricing tables, detailed project timelines, and even embedded video testimonials—like the one from my client, Yariv Hen." ### Integrations tab Prospero connects with 9+ software tools. [See all integrations](https://www.capterra.com/p/184953/Prospero/#integrations) #### Most popular integrations - Slack: 4.7 rating - Wix: 5.0 rating - monday.com AI Work Platform: 4.6 rating - FreshBooks: 5.0 rating - Stripe: 5.0 rating - Xero: 4.4 rating #### Integrations-related review snippet Reviewer: Kourosh N. Reviewer details: Construction, 1-10 employees Published: March 27, 2024 > "Easy set-up, and quick customer live chat." --- ## Conga Composer Rating: 4.4 out of 5 (117 reviews) Profile: [Conga Composer](https://www.capterra.com/p/228164/Conga-Document-Generation/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Composer helps sales teams create personalized, data-driven proposals quickly, with automation and brand consistency. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 4.2 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Access Controls/Permissions: 4.9 rating - Electronic Signature: 4.5 rating - Templates: 4.5 rating - Document Management: 4.7 rating #### Lowest rated features - Content Library: 3.0 rating - Collaboration Tools: 4.3 rating - Contact Management: 4.7 rating - Workflow Management: 4.8 rating #### Feature-related review snippet Reviewer: Sam W. Reviewer details: Business Supplies and Equipment, 51-200 employees Published: September 8, 2022 > "The admin side of the lightning app has some nice features." ### Gallery tab Ease of use: 4.0 out of 5 (117 reviews) #### Related review snippet Reviewer: Louis S. Reviewer details: Real Estate, 51-200 employees Published: May 25, 2026 > "The template flexibility is outstanding — we can create contracts, quotes, proposals, and reports using Word, Excel, or PowerPoint, which gives our team a lot of creative freedom." ### Integrations tab Conga Composer connects with 14+ software tools. [See all integrations](https://www.capterra.com/p/228164/Conga-Document-Generation/#integrations) #### Most popular integrations - Slack: 4.7 rating - Dynamics 365: 4.4 rating - Box: 4.4 rating - HubSpot CRM: 4.5 rating - Google Cloud: 4.7 rating - NetSuite: 4.2 rating #### Integrations-related review snippet Reviewer: Henry G. Reviewer details: Financial Services, 11-50 employees Published: March 24, 2024 > "The fact that can integrate with salesforce" --- ## Oneflow Rating: 4.6 out of 5 (112 reviews) Profile: [Oneflow](https://www.capterra.com/p/148241/Oneflow/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Oneflow is an AI-powered contract management platform that transforms agreements into business intelligence. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Contact Management: 4.8 rating - Electronic Signature: 4.6 rating - Customizable Templates: 4.8 rating - Access Controls/Permissions: 4.0 rating #### Lowest rated features - Customizable Branding: 4.0 rating - Version Control: 4.0 rating - Workflow Management: 4.3 rating - Templates: 4.4 rating #### Feature-related review snippet Reviewer: Charles L. Reviewer details: Computer Software, 11-50 employees Published: February 19, 2025 > "Super easy to use, even for non-tech people" ### Gallery tab Ease of use: 4.7 out of 5 (112 reviews) #### Related review snippet Reviewer: Magdalena Z. Reviewer details: Marketing and Advertising, 11-50 employees Published: May 28, 2025 > "It’s especially helpful for teams that collaborate often and need contracts to move faster without getting stuck in email threads or versioning issues." ### Integrations tab Oneflow connects with 34+ software tools. [See all integrations](https://www.capterra.com/p/148241/Oneflow/#integrations) #### Most popular integrations - Google Docs: 4.7 rating - Google Slides: 4.6 rating - HubSpot CRM: 4.7 rating - BambooHR: 4.6 rating - Pipedrive: 4.5 rating - Lever: 4.6 rating #### Integrations-related review snippet Reviewer: Hendrik V. Reviewer details: Financial Services, 51-200 employees Published: February 19, 2025 > "As an IT teamlead i have enjoyed the fact that Oneflow is easily integrated into Salesforce." --- ## Proposable Rating: 4.4 out of 5 (112 reviews) Profile: [Proposable](https://www.capterra.com/p/122529/Proposable/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Proposable empowers your company to create, track, and sign all your proposals without the headaches. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.1 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Pros: - Efficient proposal management tools - Responsive support experience Cons: - Frequent technical glitches #### Starting price Starting price: $19.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Electronic Signature: Available - Templates: Available - Document Management: Available - Proposal Generation: Not available - Workflow Management: Not available - RFP Management: Available - Contact Management: Available - Collaboration Tools: Available - Content Library: Available - Approval Process Control: Not available - Reminders: Not available - Audit Trail: Available ### Gallery tab Ease of use: 4.2 out of 5 (112 reviews) #### Related review snippet Reviewer: Chad O. Reviewer details: Entertainment, 1-10 employees Published: March 10, 2021 > "Proposable allows our team to keep better track of your outgoing potential connections." ### Integrations tab Proposable connects with 5+ software tools. [See all integrations](https://www.capterra.com/p/122529/Proposable/#integrations) #### Most popular integrations - Zapier: 4.7 rating - Pipedrive: 4.5 rating - Insightly: 4.0 rating - Salesforce Platform: 4.4 rating - Highrise: 4.5 rating --- Page 1 of 6 ## 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. Filter (257) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews AI Copilot Approval Process Control Audit Trail Automatic Formatting Collaboration Tools Contact Management Content Library Document Management Electronic Signature Generative AI Knowledge Base Management Proposal Generation Reminders RFP Management Templates Version Control Workflow Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [CPQ Software](https://www.capterra.com/cpq-software/)[Quoting Software](https://www.capterra.com/quoting-software/)[Commission Software](https://www.capterra.com/commission-software/)[Sales Tracking Software](https://www.capterra.com/sales-tracking-software/)[Sales Forecasting Software](https://www.capterra.com/sales-forecasting-software/)[Sales Force Automation Software](https://www.capterra.com/sales-force-automation-software/)[RFP Software](https://www.capterra.com/rfp-software/)[Sales Performance Management Software](https://www.capterra.com/sales-performance-management-software/) I'm looking for Proposal Management Software that is: [Free](https://www.capterra.com/proposal-management-software/s/free/) Table of Contents - [The benefits of proposal management software](#the-benefits-of-proposal-management-software) - [Typical features of proposal management software](#typical-features-of-proposal-management-software) - [The cost of proposal management software](#the-cost-of-proposal-management-software) - [Considerations when purchasing proposal management software](#considerations-when-purchasing-proposal-management-software) - [Relevant proposal management software trends](#relevant-proposal-management-software-trends) ## The benefits of proposal management software - **Ready-to-use templates:** Creating proposals from scratch is tedious and time-consuming. Proposal management software offers a number of ready-to-use templates for various proposal needs. Users can edit relevant sections of their chosen template to create a final proposal. They can also reuse content from previously created proposals. - **Search function:** Proposal management solutions offer centralized repositories for storing proposals and related documents. These repositories are equipped with search capabilities that let users easily locate proposals. They also facilitate automatic tagging and categorization of documents, saving time that would have otherwise been spent on manual document handling. - **Security:** Proposals created using these solutions are more secure than paper-based proposals. Users can set passwords and encrypt digital files to ensure information remains confidential and is only accessed by authorized personnel. * * * ## Typical features of proposal management software - **Content library:** Store and organize proposals in a centralized repository. - **Document management:** Create, store, share, and categorize proposals and related documents. - **Templates:** Create proposals using editable templates that can be reused.  - **Contact management:** Create and store business contacts in a centralized location in a categorized order.  - **Electronic signature:** Use a legally binding digital signatures for your documents. * * * ## The cost of proposal management software Most products in the market are priced on a per user, per month basis and can be divided into three pricing tiers based on their starting price. **Price ranges\*:** - $8 - $20 - $20 - $40 - $40+ _\*The pricing included is for the entry-level/lowest-priced offering found on vendor websites on September 17, 2019. These ranges correspond to the 25th, 75th, and 100th percentiles of the pricing information gathered from vendor websites of sample products._ The above list summarizes pricing for the base plans of most products. An enterprise or premium product that is priced higher may include some additional features, such as third-party integrations and advanced workflow approval. * * * ## Considerations when purchasing proposal management software - **Multidepartment needs:** Proposal creation is a collaboration among teams—writers, editors, marketing, sales, quality assurance, etc. Every team has a different function and accordingly, different requirements. Therefore, it’s recommended that you consider the needs of all involved departments before making a purchase. Your preferred software should be capable of catering to all teams. Failure to do so can result in versioning issues and significant project delays.   - **Integrations:** For creating proposals, information is sourced from other business applications, such as CRM, document management, and e-signature. Thus, it’s essential that you choose a solution that integrates well with your existing business applications. An integrated tool will sync business data across applications, saving you from the hassle of repeated data entry. - **Industry-specific templates:** Design requirements of proposals vary significantly based on industry. Although most proposal management solutions offer standardized templates for various industries, it’s always beneficial to check that your preferred software has templates that are specific to your industry.  * * * ## Relevant proposal management software trends - **Rise in cloud-based proposal management solutions:** Businesses worldwide have started adopting cloud-based proposal management software to lower their delivery costs. Cloud solutions eliminate the need for extended delivery platforms, such as email and file-sharing systems, as they allow businesses to directly share proposals and related documents via cloud links, thus facilitating better collaboration and faster delivery. * * * **Sources** Products evaluated for the pricing calculation were taken from [Capterra’s proposal management software directory](https://www.capterra.com/proposal-management-software/). The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in [Capterra’s directory](https://www.capterra.com/proposal-management-software/) that offer them.