You spend hours and hours drafting proposals by emailing different departments for assets, curating images, outlining the scope, creating timelines, inputting estimates — only to do it all over again for the next prospect.
If this is your reality, then you can benefit from using proposal software.
Proposal software provides a more efficient way to create, store, and manage the proposal creation process with better insight into the sales pipeline and performance. With software to address these needs, you can potentially reduce the non-billable time spent drafting content for sales proposals, and better communicate with prospective clients.
To bring your proposal process into the modern age, we're highlighting different proposal creation and management tools for you to consider for marketing and creative industries. And luckily, several of the tools listed below also integrate with HubSpot's customer relationship management (CRM) software to help you do just that.
Take a look at the proposal tools below to get an idea of your options.
(Note that prices are reduced in many cases when you sign a yearly contract. Also, many of these tools include web and mobile apps, as well as esignature features.)
Business Proposal Software
- FastSpring IQ
- Better Proposals
Mobile app: iOS | Android
G2 Crowd Rating: 4.7/5.0 (1,451 Reviews)
Price: Free eSign for unlimited documents, $19/month per user, $39/month per user for integrations and content library, custom pricing for additional features
PandaDoc allows you to easily create customized, on-brand proposals quickly through smart collaboration tools, integrations with several CRMs, and a content library so your new business team has everything it needs to address the prospect's concerns and questions. You can enable custom notifications so you know when your client opens the document, how much time they spent reading, and when they sign.
In addition, you can use PandaDoc for contract renewals and the HR solution to streamline and simplify recruiting and onboarding, making your entire agency more efficient and organized.
(Disclosure: PandaDoc is a HubSpot integration partner.)
G2 Crowd Rating: 4.7/5.0 (379 Reviews)
Price: Free Demo, Contact for full pricing
RFPIO is a response management platform that uses artificial intelligence to simplify the process of organizing and responding to RFPs. The tool enables businesses to import a draft proposal into RFPIO and export a final document in their format of choice — all while collaborating with multiple employees directly in the software.
One of RFPIO's most distinct features is its intelligent recommendation engine. Using artificial intelligence, the tool can suggest content from your library of responses that best answers the needs of a given RFP. In turn, you can loop the right people into a project and quickly synthesize a proposal that satisfies the specific RFP you received.
RFPIO integrates with a number of common tools in a business's tech stack, including Okta, Slack, Google Drive, and HubSpot.
3. FastSpring IQ
G2 Crowd Rating: 4.7/5.0 (17 Reviews)
Price: Free: Unlimited quotes up to 2 users; Growth Plan: $65/month/user - premium features; Contact for Enterprise pricing and features features
FastSpring Interactive Quotes (IQ) makes it easy to create and send personalized, interactive quotes to your prospects. IQ has customizable components where you can easily incorporate videos, customer testimonials, and other supporting assets, acting as a modern alternative for lengthy slide decks and PDFs.
IQ also lets you track in real-time how prospects interact with the quote so you know exactly what they’re interested in, leading to more efficient follow-ups. You can use IQ like a live pricing calculator during demos, or send it directly to prospects so they can pick and choose what they need directly within the quote. This makes it easy to align on pricing, eliminating back-and-forth negotiations.
On top of that, it’s also equipped with eSignatures, payments, and CRM integrations for a more seamless experience for both you and your prospects.
(Disclosure: FastSpring IQ is a HubSpot integration partner.)
Mobile app: iOS only
G2 Crowd Rating: 4.7/5.0 (808 Reviews)
Price: Free: 1 user - 5 active documents; Team Plan: $49/user/month - unlimited documents; Business Plan: Starts at $590/month/10 users - premium features
Proposify was made for creative firms. Its drag-and-drop interface lets you easily add different sections to your document. You can customize a proposal with an InDesign-like editor that lets you add text, images, and videos. In addition, it has robust analytics features, including the ability to see the top-viewed sections of your proposal, how many times it was viewed, and for how long.
The proposal design software also tracks the performance of your proposals over time, so your new biz team can better understand close rates by month, quarter, and year..
(Disclosure: Proposify is a HubSpot integration partner.)
G2 Crowd Rating: 4.7/5.0 (50 Ratings)
Price: Free to sign up and use; Premium Plan: $16/month per user; Business Plan: $39/month; Enterprise Plan: $499/month for Enterprise Plan
Already a trusted tool for making infographics, Venngage has recently expanded its robust design software to include a proposal maker. Venngage combines an extensive library of professionally designed proposal templates with a powerful drag-and-drop editor, enabling users to create their own eye-catching proposals in minutes.
Plus, with a simple interface and 24-hour customer support, Venngage is beginner-friendly. It also runs entirely in your browser, so you can build proposals on the go.
G2 Crowd Rating: 4.5/5.0 (497 Reviews)
Price: Business Plan: $35/month per user; Enterprise Plan: $590/month per 10 users
Qwilr makes it easy to create clean, stunning web-based proposals and other sales collateral without relying on your programmer. Its editor is similar to using a document editor, with features such as the ability to embed interactive content such as video, maps, interactive dashboards, and Google Sheets. It tracks and reports on what people view and click so you can measure engagement, and it includes a quote and accept tool for simple and accurate pricing.
(Disclosure: Qwilr is a HubSpot integration partner, and participates in HubSpot Apps for Agency Services Program, offering free software to select Agency Partners.)
G2 Crowd Rating: 4.6 /5.0 (225 Reviews)
Price: $25/user per month, $329/team per month
FlippingBook makes it easy to create professional digital proposals that will tell you when how and when to follow up. You can make your online offer from PDF, share it with your client as a trackable link, and get notified when they read it or the offer has been opened. For additional tracking and personal branding, you can add outbound links, GIFs, and engaging videos to accompany your offer or help with the customer experience.
FlippingBook is designed to be a handy tool for marketers and sales reps and offers multiple features already built-in for your convenience including branding, lead capture form, document analytics, and more. If you or your team uses additional tools, you can integrate them with any software using Zapier for a seamless workflow with your proposals.
G2 Crowd Rating: 4.0 /5.0 (10 Reviews)
Price: $23/user per month, $47/3 users per month, $119/8 users per month
With Bidsketch, you can easily create proposals by combining previously used sections or by using the company's sample proposal language, and it contains designed proposal templates you can use. It also provides a specific section where you can indicate optional fees to take advantage of upselling and cross-selling opportunities. The software will notify you when the proposal has been viewed and if the person exported it as a PDF.
G2 Crowd Rating: 4.7/5.0 (360 Reviews)
Price: Free demo, pricing plans available
Loopio's unique in that you build a RFP response library, tag and categorize this content, and then its automation engine pulls from your content library to auto-populate a proposal. Another interesting feature is the ability to associate content with a subject-matter expert, making it simple to know who to talk to update and customize information. Loopio integrates with common tools including Salesforce, Microsoft Dynamics 365, Google Drive, OneDrive, Slack, and many more.
G2 Crowd Rating: 4.6/5.0 (22 Reviews)
Price: Freelancer Plan: $29/month per user; Professional Plan: $49/month/20 proposals with unlimited users; Business Plan: $129/month/50 proposals with unlimited users
This proposal management software has an elegant user interface for creating and managing proposal creation. Nusii features a drag-and-drop interface where you can reorder sections and add new and previously used content. The tool also features reminders for agencies, so you'll remember to follow up after sending, and it has a library of professional proposal templates to get started with.
G2 Crowd Rating: 4.3 /5.0 (74 Reviews)
Price: Solo Plan: $19/month/5 proposals; Team Plan: $39/month unlimited proposals; Enterprise Plan: $500+/month unlimited proposals
Proposable has drag-and-drop creation tools, email and SMS notifications for when documents are viewed, and analytics for getting a better understanding of your sales pipeline. It also includes an estimate framework to make this part of the process less painful.
Web and Mobile Apps: Chrome | iOS | Android
G2 Crowd Rating: 4.5 /5.0 (376 Reviews)
Price: Free for individual use; Essential Plan: $15/month per user; Professional Plan: $49/month per user; Enterprise Plan: contact for pricing
GetAccept is an e-signature and document tracking platform for salespeople. The tool reinvents the proposal and e-signing workflow by engaging the recipient with an intelligent and personalized document they can sign instantly. The product also includes video and live chat features.
G2 Crowd Rating: 4.4 /5.0 (247 Reviews)
Price: Unlimited users and storage, contact for plans and pricing
RFP360 provides intuitive knowledge management, proposal automation, answer intelligence (AI), workflow, collaboration, dashboard, and reporting features that streamline the response management process.
The solution enables you to centralize request for proposal (RFP) answers in a knowledge library, speeding access to expert responses, and saving you time and effort by importing RFPs, using AI to suggest responses. You can assign tasks, manage deadlines, communicate with SMEs, and approve responses in one place. And in real-time, you can evaluate time spent and saved working on proposals and analyze other key metrics.
Additionally, integrated extensions empower anyone across your organization to use content from your knowledge library in Microsoft Office files, online questionnaires, and forms — without leaving those applications.
14. Better Proposals
G2 Crowd Rating: 4.3/5.0 (30 Reviews)
Price: Starter Plan: $19/month per user; Premium Plan: $29/month per user; Enterprise Plan: $49/month per user
With over 100 sample templates, an intuitive editor, page-by-page analytics, and the ability to take instant payments — Better Proposals is definitely worth checking out.
With an emphasis on making professional design accessible, Better Proposals offers a wide variety of pre-made, fully customizable templates ready to use, and a marketplace where you can purchase additional templates. With integrated signature and payment features, your prospect can sign your legally binding terms and conditions page and pay a deposit in minutes.
Better Proposals also integrates with HubSpot.
G2 Crowd Rating: 4.5/5.0
Prospero is a proposal management software that’s perfect for sales teams, freelancers, and project managers. It has a collection of highly responsive customizable proposal templates for different industries. You can design your proposals using its drag and drop interface and even add other elements such as images, videos, icons, background, and texts. Furthermore, Prospero offers an easy signature method so your clients can seamlessly sign your proposal from any device without the need to leave the tab.
You can also integrate your proposals with Prospero’s integrations like Zapier, Integromat, and Freshbooks to experience faster and more accurate invoicing, lead generation, and payments. Monitor your proposal performance with Prospero’s built-in analytics features so you can track click and open rates, customer engagement, conversion rate, and many others.
Editor's note: This article was originally published in May 2018 and has been updated for comprehensiveness.