--- title: "Best Proposal Management Software 2026 | Capterra" description: "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_url: "https://www.capterra.com/proposal-management-software/" page_type: "category" language: "en" --- # Best Proposal Management Software Last updated on October 21, 2026 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/) [Free](https://www.capterra.com/proposal-management-software/s/free/)[For Small Businesses](https://www.capterra.com/proposal-management-software/s/small-businesses/) [4.6 (74)](https://www.capterra.com/p/133042/Loopio/reviews/) Loopio’s proposal management software helps companies streamline their response process for RFPs, DDQs and Security Questionnaires. [Learn more about Loopio](https://www.capterra.com/p/133042/Loopio/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [4.8 (27)](https://www.capterra.com/p/141108/Expedience-Software-Suite/reviews/) Expedience automates proposals, SOWs, RFPs, right in Word! Leverages the best of Microsoft 365: Excel data, collaboration, Copilot AI. [Learn more about Expedience Proposal Software](https://www.capterra.com/p/141108/Expedience-Software-Suite/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [4.7 (693)](https://www.capterra.com/p/162588/HoneyBook/reviews/) [Capterra Shortlist](https://www.capterra.com/proposal-management-software/shortlist/) Everything you need to manage projects: pipeline, proposals, contracts, payments, and more. Start your 7 day free trial today. [Learn more about HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 87% recommend this product [## Docusign](https://www.capterra.com/p/121506/Docusign/) [4.7 (9517)](https://www.capterra.com/p/121506/Docusign/reviews/) DocuSign is an e-signature and agreement management software that helps organizations create, commit to, and manage agreements. [Learn more about Docusign](https://www.capterra.com/p/121506/Docusign/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 87% recommend this product [## TaxDome](https://www.capterra.com/p/186749/TaxDome/) [4.7 (3630)](https://www.capterra.com/p/186749/TaxDome/reviews/) A powerful platform for tax, accounting and bookkeeping firms. Perfect for scaling your business and growing your customer base. [Learn more about TaxDome](https://www.capterra.com/p/186749/TaxDome/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 85% recommend this product [## Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) [4.7 (2930)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) End-to-end automated proposal management, made easy with Jotform Enterprise [Learn more about Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 84% recommend this product [## PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) [4.5 (1260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) [Capterra Shortlist](https://www.capterra.com/proposal-management-software/shortlist/) PandaDoc is an all-in-one tool to create, edit, send, track, and eSign Proposals and other business documents quickly and easily. [Learn more about PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [## Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/) [4.9 (442)](https://www.capterra.com/p/207290/Ploomes/reviews/) Create, send, and track proposals in one platform. Ploomes automates approvals, ensures accuracy, and helps teams close deals faster. [Learn more about Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 93% recommend this product [## Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/) [4.1 (413)](https://www.capterra.com/p/227232/Sage-100cloud/reviews/) Enterprise resource planning solution that helps small and mid-sized businesses automate financial operations and payroll processes. [Learn more about Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [## Qwilr](https://www.capterra.com/p/143254/Qwilr/) [4.6 (385)](https://www.capterra.com/p/143254/Qwilr/reviews/) Cloud-based proposal and quoting tool for sales teams with e-signatures, interactive pricing, buyer analytics, and payment collection. [Learn more about Qwilr](https://www.capterra.com/p/143254/Qwilr/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 84% recommend this product [## Agiled](https://www.capterra.com/p/206203/Agiled/) [4.7 (350)](https://www.capterra.com/p/206203/Agiled/reviews/) [Capterra Shortlist](https://www.capterra.com/proposal-management-software/shortlist/) Agiled is an all-in-one software that helps small businesses manage CRM, finance, projects, and documents in one integrated platform. [Learn more about Agiled](https://www.capterra.com/p/206203/Agiled/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 94% recommend this product [## Proposify](https://www.capterra.com/p/133332/Proposify/) [4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) Proposify is a cloud-based proposal management tool that helps businesses create, send, and close proposals on a unified interface. [Learn more about Proposify](https://www.capterra.com/p/133332/Proposify/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [## Jotform Sign](https://www.capterra.com/p/10014571/Jotform-Sign/) [4.8 (216)](https://www.capterra.com/p/10014571/Jotform-Sign/reviews/) End-to-end automated proposal management, made easy with Jotform Enterprise [Learn more about Jotform Sign](https://www.capterra.com/p/10014571/Jotform-Sign/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 87% recommend this product [## RELAYTO AI](https://www.capterra.com/p/217021/Relayto/) [4.8 (203)](https://www.capterra.com/p/217021/Relayto/reviews/) Cloud-based platform that converts PDFs, PowerPoint, and Word files into interactive digital content with analytics. [Learn more about RELAYTO AI](https://www.capterra.com/p/217021/Relayto/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 92% recommend this product [## QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) [Capterra Shortlist](https://www.capterra.com/proposal-management-software/shortlist/) QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process. [Learn more about QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 87% recommend this product [## SalesRabbit](https://www.capterra.com/p/157329/Sales-Rabbit/) [4.2 (191)](https://www.capterra.com/p/157329/Sales-Rabbit/reviews/) The all-in-one field sales platform trusted by 85,000+ pros in roofing, solar, telecom, security, pest control, HVAC, and more. [Learn more about SalesRabbit](https://www.capterra.com/p/157329/Sales-Rabbit/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management [## Responsive, formerly RFPIO](https://www.capterra.com/p/148054/Responsive/) [4.5 (190)](https://www.capterra.com/p/148054/Responsive/reviews/) Responsive helps teams create tailored, on-brand proposals fast with AI drafts, governed content reuse, and seamless collaboration. [Learn more about Responsive, formerly RFPIO](https://www.capterra.com/p/148054/Responsive/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 91% recommend this product [## Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) [4.8 (167)](https://www.capterra.com/p/153794/Better-Proposals/reviews/) [Capterra Shortlist](https://www.capterra.com/proposal-management-software/shortlist/) Impress clients and win their business Better Proposals makes it easy with 250+ templates, eSignatures, payments and advanced tracking [Learn more about Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 92% recommend this product [## ClientPoint](https://www.capterra.com/p/120209/ClientPoint/) [4.6 (167)](https://www.capterra.com/p/120209/ClientPoint/reviews/) Top customized proposal/doc creation, automation, e-sign & payment platform with collaborative team, prospect & customer workspaces. [Learn more about ClientPoint](https://www.capterra.com/p/120209/ClientPoint/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 85% recommend this product [## SmartDocs](https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word/) [4.7 (154)](https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word/reviews/) SmartDocs transforms Microsoft Word into an easy proposal creation tool. Improve productivity from Day 1. Powerful yet easy-to-use. [Learn more about SmartDocs](https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 80% recommend this product [## Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) [4.7 (153)](https://www.capterra.com/p/140861/Practice-Ignition/reviews/) [Capterra Shortlist](https://www.capterra.com/proposal-management-software/shortlist/) Automate your sales pipeline, proposals, contracts, billing and payment collection in a single platform. [Learn more about Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 89% recommend this product [## Prospero](https://www.capterra.com/p/184953/Prospero/) [4.8 (137)](https://www.capterra.com/p/184953/Prospero/reviews/) [Capterra Shortlist](https://www.capterra.com/proposal-management-software/shortlist/) Professional proposal management software. Create beautiful proposals with ease. Impress your clients and win more projects. [Learn more about Prospero](https://www.capterra.com/p/184953/Prospero/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 92% recommend this product [## Quotient](https://www.capterra.com/p/131897/Quotient/) [4.8 (136)](https://www.capterra.com/p/131897/Quotient/reviews/) Proposal software without the bloat. Send interactive proposals clients can accept online, with options, tracking, and follow-ups. [Learn more about Quotient](https://www.capterra.com/p/131897/Quotient/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 90% recommend this product [## Assembly](https://www.capterra.com/p/181224/Assembly/) [4.8 (136)](https://www.capterra.com/p/181224/Assembly/reviews/) Assembly is an employee recognition platform that boosts morale, engagement, and retention with rewards, awards & celebrations. [Learn more about Assembly](https://www.capterra.com/p/181224/Assembly/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management 89% recommend this product [## 17hats](https://www.capterra.com/p/144328/17hats/) [4.4 (136)](https://www.capterra.com/p/144328/17hats/reviews/) 17hats is your premier small business management platform. [Learn more about 17hats](https://www.capterra.com/p/144328/17hats/) Proposal Management features reviewers most value Collaboration Tools Contact Management Content Library Document Management Electronic Signature Proposal Generation RFP Management Templates Workflow Management Page 1 of 8 ## 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 (366) 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 [Access Controls/Permissions](https://www.capterra.com/proposal-management-software/features/access-controls-permissions/) AI Copilot Approval Process Control [Audit Trail](https://www.capterra.com/proposal-management-software/features/audit-trail/) Automatic Formatting [Collaboration Tools](https://www.capterra.com/proposal-management-software/features/collaboration-tools/) Contact Management Content Library [Customizable Branding](https://www.capterra.com/proposal-management-software/features/customizable-branding/) [Customizable Templates](https://www.capterra.com/proposal-management-software/features/customizable-templates/) [Data Import/Export](https://www.capterra.com/proposal-management-software/features/data-import-export/) [Document Management](https://www.capterra.com/proposal-management-software/features/document-management/) [Electronic Signature](https://www.capterra.com/proposal-management-software/features/electronic-signature/) Generative AI Knowledge Base Management [Pricing and Cost Calculations](https://www.capterra.com/proposal-management-software/features/pricing-and-cost-calculations/) [Proposal Generation](https://www.capterra.com/proposal-management-software/features/proposal-generation/) [Quotes/Estimates](https://www.capterra.com/proposal-management-software/features/quotes-estimates/) Reminders [RFP Management](https://www.capterra.com/proposal-management-software/features/rfp-management/) [Templates](https://www.capterra.com/proposal-management-software/features/templates/) [Third-Party Integrations](https://www.capterra.com/proposal-management-software/features/third-party-integrations/) Version Control [Workflow Management](https://www.capterra.com/proposal-management-software/features/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/)[For Small Businesses](https://www.capterra.com/proposal-management-software/s/small-businesses/) 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.