The Top 10 Proposal Softwares for 2024

20th June, 2024

AUTHOR

Adam Ross

Director of Operations

The traditional method for creating compelling business proposal documents can be very time consuming and ineffective for modern organisations. Proposal software offers the ideal solution by ensuring businesses have a more efficient way of creating, managing, and storing their proposals.

There are several benefits to implementing a proposal software into your document processes. However, with the wide range of software available on the market, how will you know which one is the right choice for your business? This guide will be exploring the key factors you should consider when looking at proposal software options. As well as the top 10 we think provide an effective solution.

 

What to Consider when Finding the Right Proposal Software

When considering any type of software for your business, it’s important to look at the main features and functionality. To ensure that it can meet your business needs now and during any future growth. Also, it can be beneficial to check what resources the software has, a software might meet all your technical requirements but lack the customer resources needed to support your team with using the platform features.

These are just few examples of how to approach finding a proposal software. But to get a complete overview of different proposal softwares to find the right solution for your business, you should look at and compare each one against the following criteria:

  • Pricing
  • Design
  • Target market
  • Standout features
  • Integrations
  • Mobile support
  • Templates

 

Top 10 proposal softwares

1. E-Sign

G2 Crowd Rating: 4.7 / 5.0

E-Sign for proposal document management

As an industry-leading UK based digital document solutions provider, E-Sign is the ideal choice for any business looking to better manage their proposals. The platform is highly cost effective and easy to use for any type of business from small to large, with many impressive features that simplify document management.

E-Sign users can upload and store their own proposal template to re-use as much as they require. There is also the option to utilise one of the several pre-built templates that can be customised to suit your needs. What truly sets E-Sign apart from other proposal software providers is the ability to add a legally binding eSignature to your documents.

This can save your business time in creating, sending, and completing proposals. Allowing you to begin working on the project as soon as you receive the signed document. With complete peace of mind that the electronic signature is valid should the other party not follow the terms set out in the proposal.

2. Better Proposals

G2 Crowd Rating: 4.3 / 5.0

Better Proposals software for proposal documents

Better Proposals is a software that is user friendly and versatile to suit a wide range of document needs. It is particularly useful for B2C (business to consumer) SMEs and freelancers like photographers, landscapers, wedding planners, lifestyle coaches etc. This is because there is an extensive catalogue of templates that save creative professionals valuable time that they can spend focusing on their work. As well as reduce how long they need to spend on document creation and admin.

One of the standout features of the Better Proposals software is its usability. The drag and drop building blocks and various customisation features simplify the process for creating proposal documents and ensure they are visually well-designed and fit with your branding. It offers a great way to keep your proposals consistent. But many of the templates do follow a similar design and can look somewhat dated, which is important to consider.

With this in mind, Better Proposals is typically best suited to freelancers and smaller businesses. As the functionality of the content library can fall short for larger organisations that have more detailed and extensive proposal document requirements.

3. Proposify

G2 Crowd Rating: 4.7 / 5.0

Proposify proposal document software

Proposify is designed for creative industries and businesses. It features an InDesign style editor that allows users to add text, images, and videos to their proposals for simple but effective customisation. Additionally, the useful analytics features enable you to see the top-viewed sections of a proposal document, the number of times it was viewed, and how long for.

This gives you beneficial insights so you can amend proposals to achieve the best results. You can track the performance of proposals over time, giving your team a greater understanding of close rates and compare them between different months and years. Proposify is a great solution for those providing creative services as it is more of a designer than a text editor. This won’t suit all types of businesses, especially those that aren’t in the creative industry.

The ability to customise practically every part of the proposal offers plenty of control but also creates more decisions to be made. Which is often not the best fit for busy individuals who are regularly sending out large quantities of proposals.

4. Loopio

G2 Crowd Rating: 4.7 / 5.0

Loopio proposal document software

Loopio is an AI-powered proposal software tool. This means that users build an RFP response library, tag, and categorise the content and your proposal document is then automatically populated using data pulled from your content library. It’s an innovative solution that can scale with your business and save your team a significant amount of time in your proposal creation process.

The platform can simplify and streamline any requests during sales, allowing you to close deals more efficiently. Loopio can be integrated with several common applications, which is beneficial for your existing workflows. However, it’s a software that has a specific focus and its solution may not be the best fit for organisations on a more general scale. Also, it doesn’t place as much emphasis on the design and visual elements of the proposal.

5. Prospero

G2 Crowd Rating: 4.5 / 5.0

Prospero proposal document software

Prospero is a newer software to the market and is looking to cater to sales teams, freelancers, and project managers, with the main goal being to create functional proposal documents quicker. It has multiple simple but customisable templates that can be effectively tailored to your specific business branding and details. With the option to include videos, images, backgrounds, and text as needed.

Despite taking a minimalist approach to proposals, the pricing is reflective of that. Also, it is a compelling option for its target market, who need to send out large quantities of basic but professional-looking proposals on a regular basis. Prospero can be integrated with some applications, but reviews have stated there are limitations with this.

6. Bidsketch

G2 Crowd Rating: 4.0 / 5.0

Bidsketch proposal document software

Bidsketch is a proposal software that is mostly tailored towards freelancers and web designers. It has several useful features including customisable templates and the ability to combine previously used sections of proposal documents to create new ones. The platform will notify you when a proposal has been viewed and if the recipient exports it as a PDF. This generates useful data on successful sales that your business has closed.

Bidsketch has been on the market for a while and in some ways has become slightly dated, such as in its design and functionality. It remains a beneficial software for certain use cases. But for larger organisations it might not be the best solution to suit your requirements.

7. Nusii

G2 Crowd Rating: 4.6 / 5.0

Nusii proposal document software

Nusii is a proposal management software that is largely marketed at marketing and web agencies. It has an easy-to-use interface and many useful features that benefit agencies including reminders. To ensure your team remembers to follow up with a prospect after sending a proposal document.

Nusii is a beneficial option when it comes to design too as proactive proposals that match your aesthetic are quick and easy to create. However, it might not be the right platform for organisations that need to respond to RFPs. As we saw with Loopio, competitive proposals and RFP responses typically follow a specific pre-set structure and this isn’t easily compatible with Nusii’s interface.

If you’re a creative agency looking to quickly and easily create and track proposals that are well-designed with straightforward customisation, Nusii could be right for your business.

8. Proposable

G2 Crowd Rating: 4.3 / 5.0

Proposable proposal document software

Proposable is another solution that has been on the market for a number of years, allowing it to establish its reputation as a reliable proposal software provider. It features simple drag and drop creation tools as well as email and text notifications when a document is viewed. The detailed analytics offers a better insight into your sales pipeline and the estimate framework ensures the process is hassle-free.

However, it’s important to note that pricing can be on the higher side for Proposable and due to the age of the software and a lack of modernisation it struggles to provide suitable mobile support to meet modern business needs. Proposable can be a beneficial solution for certain business types, especially as they offer a white-labelled version of the software.

9. Qwilr

G2 Crowd Rating: 4.5 / 5.0

Qwilr proposal document software

Qwilr offers a streamlined approach to crafting interactive proposals, quotes, and contracts. Its versatile features and functionality make it a valuable tool for businesses of all sizes and industries. The platform boasts an extensive template library, ensuring a wide array of design choices to suit your preferences. With easy customisation, you can create personalised proposals that stand out. Additionally, Qwilr allows for the integration of videos, ROI calculators, and other interactive elements, enhancing the user experience.

10. FlippingBook

G2 Crowd Rating: 4.6 / 5.0

FlippingBook proposal document software

FlippingBook is designed to be a useful tool for marketers and sales representatives, making it quick and easy to create professional proposal documents. The software enables up to date tracking via a link. So you can get notified when the proposal has been read or the offer opened. Other useful features include lead capture form, branding, and analytics. Which can work in unison to provide a simplified user experience and complete sales management. It can also be integrated with any software using Zapier to optimise your document workflows.

 

Conclusion

Ultimately, the main purpose of a proposal is to win business and close deals, and with the right proposal software in place, you can achieve this in a more efficient and less time-consuming way. The 10 proposal softwares listed above should hopefully offer a greater insight into the features and benefits they can bring to your organisation, and whether they can effectively meet your requirements.

eSign has a free business proposal template that can be edited, sent and signed all from within the eSign platform. For more information about how E-Sign can support your business, please don’t hesitate to contact our team of digital transformation specialists. You can also experience the features and benefits of the platform for yourself by registering for our 14-day free trial.


Adam Ross

Director of Operations

Adam has an extensive compliance background. As Operations Director, Adam is responsible for the every day business of eSign. He ensures that the teams are perfectly equipped to work effectively for the betterment of our customers.

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