
Are you tired of spending countless hours trying to tailor proposals to impress clients and close deals manually?
Conclusion: your prospects skim right by your meticulous work without a second glance!
Well, it doesn’t have to suck that hard.
In this post, we’ll uncover the 15 best tools to quickly build professional proposals to wow clients and win more business.
Sound enticing?
Then read on as we explore the top-rated tools to create proposals that have clients eagerly signing on the dotted line.
1. Bonsai
(7-day trial, paid plan starts at $25/month)
Bonsai is an online software for freelancers, agencies, and small businesses that allows you to create, send, and track professional proposals to clients.
Bonsai provides flexible templates to showcase service offerings and packages. You can add custom branding, pricing, and package options for clients.
There are features for electronic approval, signatures, and deposit payments. Activity tracking shows when proposals are viewed and signed.
Bonsai provides proposal templates that save time instead of starting from scratch. Well-designed templates make proposals look polished and professional.
Additionally, client-friendly options like multiple packages, e-signatures, and deposits increase conversion rates.
Bonsai Features
- Proposal templates
- Branding and customization
- Client communication
- Payments and deposits
- E-signatures and analytics
2. HoneyBook
(7-day trial, paid plan starts at $1/month for your first 2 months, then $19/month)
HoneyBook is a streamlined client management platform to help small creative businesses operate efficiently.
It unites the client journey into one intuitive solution—from winning new business with stunning proposals to ensuring seamless project delivery using smart templates and workflows.
Specifically, HoneyBook accelerates converting initial leads with flexible proposal creation capabilities.
You can develop polished pitches using road-tested templates, and then get customers to sign agreements digitally.
It even tracks engagement so you know exactly how clients are reviewing your proposals.
Additionally, HoneyBook centralizes communication between your team, clients, and vendors in a shared workspace.
Plus, the mobile app allows managing workflows conveniently on the go.
HoneyBook Features
- Proposal and contract templates
- Digital client signatures
- Engagement Analytics
- Centralized client communication
- Automated notifications and reminders
- Zoom and QuickBooks integration
3. Ignition
(14-day trial, paid plan starts at $125/month)
Ignition is an all-in-one platform that helps professional services businesses automate and optimize client proposals, billing, payment collection, and workflows.
You can quickly build branded proposals tailored to each customer complete with pricing options, videos, images, and more.
Seamless integrations with your existing tools ensure accuracy between proposals, invoices, projects, and CRM data.
Built-in e-signature workflows, automated payment collection, and recurring billing further streamline processes while improving cash flow and long-term revenue.
Ignition makes life easier for your team as well as clients by centralizing the entire proposal and billing lifecycle within a single, intuitive solution.
Meanwhile, dashboards provide invaluable insight to guide smarter decisions using real-time visibility into proposal performance, conversions, payments, and revenue.
Ignition Features
- Online proposal management
- Digital signatures
- Payment collection
- Workflow automation
- Reporting dashboards
4. PandaDoc
(14-day trial, paid plan starts at $35/month)
PandaDoc is a leading proposal and document automation software. It helps you streamline the process of creating, approving, and signing proposals, quotes, contracts, and other sales documents.
PandaDoc provides various templates and an intuitive drag-and-drop editor to quickly create customized, professional-looking documents like proposals and quotes.
You can build documents from scratch or use pre-made templates. It also has features like conditional content, smart fields, and reusable blocks to simplify document creation.
PandaDoc enables seamless collaboration by allowing you to add comments, assign review tasks, and restrict access through different permission levels.
It supports team workflow with features like document versioning.
PandaDoc even comes integrated with e-signature capabilities to get documents signed faster. You can request signatures via email and SMS reminders, set expiration dates, and more.
They guarantee legal validity and security during the signing process.
PandaDoc integrates with popular sales and marketing tools like Salesforce, HubSpot, Zapier, and more via APIs.
PandaDoc Features
- Document creation templates and editor
- Collaboration tools
- Electronic signatures
- Document analytics and tracking
- Integrations with CRM and productivity tools
5. Nusii
(14-day trial, paid plan starts at $29/month)
Nusii is an online proposal creation software that simplifies crafting polished, professional pitches to help sales teams close more deals.
With an intuitive drag-and-drop proposal builder featuring readymade templates, Nusii accelerates proposal creation by enabling informed customization in minutes instead of hours.
It pulls in client details from integrated CRMs like SalesForce and guarantees personalization to boost engagement too.
Further engagement features like real-time notifications on prospect interactions help sales teams double down on hot leads too.
Nusii Features
- Professional proposal templates
- Drag and drop editor
- CRM integrations
- Real-time notifications
- Interactive pricing menus
- Legally valid eSignatures
6. Proposify
(14-day trial, paid plan starts at $49/month)
Proposify is a cloud-based proposal management software, that provides end-to-end control and visibility into the proposal process—from creation to tracking and closure.
Its key strengths lie in streamlining team collaboration to build polished, professional proposals while still allowing extensive customization to each document.
The centralized library of approved templates and assets coupled with intuitive editing features brings consistency across proposals.
You can count on elevated processes like enforced review cycles and electronic signatures to button up the final details smoothly.
Additionally, actionable insights allow your team to double down on what converts best, ultimately leading to faster closures and higher win rates.
Proposify Features
- Drag and drop editor with built-in templates
- Centralized library for content reuse
- Document creation workflows and approvals
- Real-time collaboration features
- Prospect engagement analytics
- Popular CRM and app integrations
7. Better Proposals
(14-day trial, paid plan starts at $19/month)
Better Proposals is a comprehensive online proposal and quote creation software. It streamlines proposal generation while maintaining visual flair to wow clients.
Better Proposals centralizes templates, assets, and workflows to enable consistency as well as the ability to customize projects.
Collaboration features like real-time co-editing ease teamwork.
You also get data-backed insights into prospect engagement with your proposals to drive follow-up and closure rates.
Furthermore, capabilities like e-signatures, payment integration, automated reminders, and more make Better Proposals an end-to-end solution.
Analytics provides clear visibility into hot leads based on interactions with sent proposals. And seamless workflows with e-signatures, reminders, and integrated payments enable driving faster closures.
Better Proposals Features
- 200+ customizable templates for visual appeal
- Intuitive drag-and-drop editor to quickly build proposals
- Real-time collaboration for teams with granular permissions
- In-depth analytics on views, shares, and conversions
- Collect instant e-signatures and even payments
- 40+ integrations with Salesforce, HubSpot, QuickBooks, and more
8. Qwilr
(14-day trial, paid plan starts at $39/month)
Qwilr is a sales proposal software that helps teams create beautiful, interactive web-based proposals, quotes, pitch decks, and other sales documents to engage prospects and accelerate deal closure.
They provide ready-made templates and a library of customizable content blocks to help you quickly build polished proposals instead of starting from scratch every time.
Qwilr enables including dynamic elements like videos, pricing tables, calendars, and images directly into proposals to capture prospect attention.
It also offers analytics to provide insight into exactly how prospects are interacting with proposals—from page views to content clicks to time spent reading.
Additionally, Qwilr connects integrates with CRMs like Salesforce and Pipedrive to pull in customer data and update records when proposals are sent, viewed, signed, etc.
Qwilr Features
- Drag-and-drop editor to build proposals
- Library of customizable content blocks
- Real-time collaboration with built-in approvals
- Integrations with tools like Salesforce and QuickBooks
- Legally valid e-signatures to sign deals faster
- Analytics showing prospect engagement
9. JotForm Sign
(Free plan, paid plan starts at $39/month)
JotForm Sign is an electronic signature solution that allows you to easily create, share, and collect legally binding e-signatures on documents.
It has a drag-and-drop builder to create custom signable documents and 600+ ready-made templates for common documents like proposals, quotes, agreements, etc.
JotForm Sign automatically detects signature areas and allows customizable signing orders and signer permissions.
You can share documents via email or public links.
JotForm Sign integrates with popular storage tools, CRMs, and project management platforms via APIs to streamline workflows.
This allows seamlessly uploading signed proposals to cloud storage or updating deal stages in Salesforce once signed.
JotForm Sign Features
- Drag-and-drop builder
- 600+ ready-made templates
- Customizable signing orders
- Share documents via email or links
- Invoice and billing automation
10. Prospero
(14-day trial, paid plan starts at $10/month)
Prospero is a cloud-based business proposal software that helps professionals create, send, and e-sign professional proposals in less time.
It helps you close more deals by crafting visually appealing proposals and offering robust tracking features to see how clients are engaging with proposals.
With Prospero, you can quickly build polished, customized proposals tailored to each prospect using professional templates and an intuitive editor.
It allows easily creating beautiful, branded proposals featuring logos, images, videos, and a professional design.
Prospero also provides a library of pre-written proposal content and elements you can insert to speed up drafting pitches instead of constantly reinventing the wheel.
Furthermore, Prospero tracks prospect engagement with sent proposals in real time.
You get notifications and analytics on opens, time viewed, and status to identify hot leads and focus follow-ups accordingly.
When ready to close, Prospero enables sending proposals for eSignatures right within the platform for faster deal completion.
Prospero Features
- 105+ customizable proposal templates
- Intuitive drag-and-drop editor
- Library of reusable proposal content
- Real-time engagement tracking
- Electronic signatures
- CRM and billing integrations
- Team collaboration tools
11. Bidsketch
(14-day trial, paid plan starts at $29/month)
Bidsketch is a proposal creation and tracking software that enables businesses to produce professional, custom proposals in half the time.
Bidsketch streamlines the proposal process with ready-made templates, drag-and-drop content blocks and tools for further customization like optional upsells.
You can craft polished proposals tailored to each lead with far less grunt work.
Prospects can view proposals on client-facing pages and provide approvals, comments, or eSignatures to accelerate closure.
Features like notifications, analytics, and workflows make follow-ups a breeze too.
Other perks like automated notifications prevent dropping balls on time-sensitive actions for hot leads identified via detailed engagement analytics.
Bidsketch Features
- Proposal templates with pre-made designs
- Reusable content blocks and pricing items
- Option to embed images, videos, and multimedia
- Tools to customize proposals with HTML/CSS
- Electronic signatures for faster approvals
- Analytics to track viewer engagement
12. Proposable
(14-day trial, paid plan starts at $19/month)
Proposable is a cloud-based proposal management software. It helps small businesses and sales teams quickly build, deliver, and track professional sales proposals to drive faster deal closure.
With Proposable, you can develop polished, visually appealing pitches using a variety of customizable templates and an intuitive drag-and-drop editor to add elements like images, videos, and tables in just a few clicks.
It also facilitates team collaboration with handy features like internal comments, task assignments, and notifications so multiple people can work on proposals together.
You can easily loop in colleagues for feedback or divide up sections for efficiency gains. Proposals and assets are stored centrally for seamless sharing too.
Proposable enables you to get signatures on proposals faster through built-in e-signature workflows. You can place signature, initial, and text fields throughout proposals.
You can even set up proposals to collect initial payments upon acceptance to get paid faster.
Proposable Features
- Drag and drop proposal builder with templates
- Assets library for content reuse
- Team collaboration capabilities
- Electronic signature workflows
- Ability to collect payments
- CRM and tools integrations
- Engagement analytics and tracking
13. Zomentum
(Undisclosed pricing, demo available)
Zomentum is a comprehensive proposal management software to help teams create, send, track, and e-sign client-facing sales documents like proposals, contracts, and quotes.
With intuitive drag-and-drop proposal templates and an AI-powered proposal generator, teams can quickly craft polished, professional pitches tailored to each customer.
Collaboration features let you get input from colleagues, while notifications proactively alert on prospect engagement.
Robust integrations with leading CRMs, PSAs, and other systems ensure accuracy and alignment across sales and services.
When prospects are ready to sign, built-in e-signature workflows speed up the completion of agreements.
Additionally, Zomentum provides invaluable visibility through engagement analytics tracking how viewers are interacting with sent proposals.
Zomentum Features
- Drag-and-drop proposal builder with 100+ templates
- AI proposal generator
- Real-time notifications
- Collaboration tools
- Analytics and tracking
- Mobile access
14. GetAccept
(14-day trial, paid plan starts at $49/month)
GetAccept is an all-in-one online proposal platform to help sales and marketing teams develop customized, professional proposals tailored to client needs.
What sets GetAccept apart is the ability to fully configure your proposals.
You can dynamically generate product pricing tailored to each customer directly within your pitch based on CRM data. This allows for accuracy and personalization that buyers appreciate.
There are also handy tools for building rich media like videos into your documents to showcase products or services interactively.
Once ready, you can get clients to digitally sign off on agreements with legally valid eSignatures for faster deal completion.
I also like the notifications and prompts, so your team never drops the ball on critical follow-ups.
Activity audit trails even give insight into how buyers are engaging with your sent proposals. Proposal creation doesn’t have to be a siloed effort anymore.
Their 500+ integrations with services like SalesForce, Office 365, and G Suite make it that much more useful.
GetAccept Features
- Complete proposal customization
- Contract management
- Notifications and reminders
- Document analytics
- Electronic signatures
- Integrations like Salesforce, Office 365, etc
15. Loopio
(Subjective pricing, demo available)
Loopio is a cloud-based RFP response software that centralizes and streamlines the proposal creation process for sales and customer success teams.
It serves as a robust content library to store frequently used responses, along with an intuitive editing interface to collaborate on building proposals.
The content library gets everyone on the same page by housing the latest approved answers to common RFP questions and compliance forms.
Permissions ensure only the right people can access sensitive data.
Loopio would appeal to you because it facilitates collaboration between your sales staff to divide and conquer responses.
Features like real-time editing, comments, tasks, and version control streamline an otherwise chaotic back-and-forth process.
You can also leverage Loopio’s integrations like Slack and email to simplify notifications around content approvals, deadlines, and other key events.
Loopio Features
- Content library with version control and permissions
- Real-time editing and collaboration
- Intelligent automation to accelerate draft creation
- CRM and other integrations
- Bulk upload capabilities
Final Words
By choosing from the 15 exceptional tools recommended, you can now efficiently craft polished proposals to wow clients while collaborating with colleagues.
Top contenders like PandaDoc, Loopio, and Proposify streamline building proposals via handy templates and assets libraries while still facilitating extensive customization when needed.
Their built-in notifications and robust integrations are invaluable to teams.
Meanwhile, GetAccept and Qwilr allow incorporating interactive elements like videos and pricing tables for further engagement.
Both also provide detailed analytics on viewer interactions with sent proposals to inform follow-ups.
Whichever solution fits your specific requirements, take one of these for a spin with a free trial today.
Go ahead, and find your perfect proposal weapon to start winning more business!