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Proposal Management Software 2024: Complete Guide - Page 2

A Proposal Management System (PMS) helps create the responses to the RFP in an easy and collaborative manner where there is a central repository of all information pertaining to the response at a glance. Typically a proposal would include information about the vendor, demonstrated knowledge about the business requirements and implementable solutions to address them, the methodology of providing solutions, team structure, pricing structure and quality processes for high-quality deliverables that need collaboration across many departments.

Learn how Proposal Management works and how to choose the right Proposal Management software.

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Updated By Cuspera

Last updated: Sep 27, 2024

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67 Proposal Management Software

Upland Qvidian Icon

Upland Qvidian

4.38
★★★★★
★★★★★

RFP response and proposal management software for high quality accurate proposals

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Upland Qvidian is a Proposal Management software for creating high-quality and timely responses to RFPs, and helping to achieve increased win rates. The software enables better team collaboration with its shareable content and common repository features, in addition to workflows for reducing review and approval times. Qvidian integrates with the regularly used business systems including Microsoft Office, Microsoft Dynamics and Salesforce and other Upland software.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Content management
Top Features : Recording,Personalization,Dashboard

Vendor: Upland Software, Inc.

Founded: 2010

Company Size: 251-500

HQ Location: Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Financials: PRIVATE

Nusii Icon

Nusii

4.74
★★★★★
★★★★★

Proposal Software for Creative Businesses. | Nusii

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Nusii is a Proposal Software that helps to create deals. It is designed for creative agencies and online businesses.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engagement management
Top Features : Templates,Alerts: popups & Notifications,Personalization

Vendor: Nusii Proposals, S.L.

Founded: 2013

Company Size: 11-50

HQ Location: Avenida Palacios 23 28210 Valdemorillo Madrid, Spain

Financials: PRIVATE

Ignition Icon

Ignition

4.67
★★★★★
★★★★★

Client Engagement, Proposals & Payments Software

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Ignition is a sales proposal automation software solution that facilitates proposals, payments, insights, scope management, and integrations. It is designed to help the sale with a proposal that takes minutes to create and seconds for the client to electronically accept, no more print, sign and scan. It helps to improve cash flow and reduce debtors.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engagement management
Top Features : Templates,Dashboard,Alerts: popups & Notifications

Vendor: Ignition.

Founded: 2013

Company Size: 51-200

HQ Location: 37 Shepherd Street, Chippendale, NSW 2008, AU

Financials: SERIES C

Bidsketch Icon

Bidsketch

4.25
★★★★★
★★★★★

Proposal Software

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Bidsketch is a Proposal Management Software. It helps sales people to create professional proposals easily and faster. It helps sales team to close proposals faster thereby helping in growing revenue. Bidsketch offers the ability to set up an automated message that shows to clients once they have approved the proposal.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Digital signature
Top Features : Templates,Alerts: popups & Notifications,Landing page

Vendor: PandaDoc, Inc.

Founded: 2010

Company Size: 1-10

HQ Location: 12042 SE Sunnyside RD, Portland, OR 97015

Financials: PRIVATE

S-Docs Icon

S-Docs

4.58
★★★★★
★★★★★

S-Docs for Salesforce

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S-Docs is a document generation and e-signature solution that is natively built on the Salesforce platform and gives the organisation access to the quickest, simplest, and safest document generator and e-signature solution to boost productivity, lower errors, and do away with tedious work.

Highlights
Top Business Usecases : Sales document management,Digital signature,Proposal & quote management
Top Features : Templates,Recording,Personalization

Vendor: SDOCS, Inc.

Company Size: 11-50

HQ Location: 521 Fifth Ave, New York, NY 10175, US

Financials: PRIVATE

Proposal Kit Icon

Proposal Kit

4.58
★★★★★
★★★★★

Proposal Software, Sample Business Proposals, Legal Contracts

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Proposal Kit is a Proposal Management Software. Proposal Kit helps to create business proposals and contracts with minimal effort and cost. It provdes proposal templates, Legal contracts and sample proposals. Proposal Kit is used by businesses from small to medium, by individuals, across industry to create their business proposals, quotes, plans and contracts.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Templates

Vendor: Proposal Kit, Inc

Company Size: 1-10

HQ Location: 17410 NE 40th Place, Redmond, WA 98052, US

Financials: PRIVATE

XaitPorter Icon

XaitPorter

4.61
★★★★★
★★★★★

Document Collaboration Software with high impact for high value documents

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XaitPorter is an all-in-one co-authoring software solution for teams to collaboratively create, manage and produce documents. It enables teams to increase the quality of business-critical documents while reducing the speed and cost it takes to produce documents.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Collaboration
Top Features : Templates,Personalization,Dashboard

Vendor: Xait AS

Company Size: 50-200

HQ Location: Sandnes

Financials: PRIVATE

NiftyQuoter Icon

NiftyQuoter

4.17
★★★★★
★★★★★

Proposal software | NiftyQuoter

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NiftyQuoter is a proposal software that helps to create quotes and proposals and send them to the clients by email. It helps to acquire customers and increase sales and revenue.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Generation of new leads
Top Features : Templates,Dashboard

Vendor: NiftyQuoter LLC

Company Size: NA

HQ Location: 1100 Northwind Drive, Reston, VA 20194, US

Financials: NA

RocketDocs Icon

RocketDocs

4.15
★★★★★
★★★★★

The Perfect response everytime - RocketDocs

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RocketDocs is an integrated sales enablement platform that helps clients of all sizes and industries succeed by moving at the speed of sales, with the power of productivity.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Content management
Top Features : Personalization,Templates,Recording

Vendor: RocketDocs, Inc.

Company Size: 11-50

HQ Location: 4539 Metropolitan Ct., Frederick, Maryland 21704, US

Financials: NA

QorusDocs Icon

QorusDocs

4.41
★★★★★
★★★★★

Powerful proposal management tools for accurate responses to RFPs

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QorusDocs is AI-powered proposal development software that automates the creation of strategic sales responses that stand out and win deals. Personalized for each prospect, proposals are professional, on brand, and error-free, and include data insights proven to lead to better win rates. Easily produce high-quality proposals that give the team the best chance to win.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Content management
Top Features : Personalization,Templates

Vendor: QorusDocs

Founded: 2007

Company Size: 51-100

HQ Location: 3120 139th Ave SE, Suite 500, Bellevue, WA 98005

Financials: PRIVATE

Ombud Icon

Ombud

4.32
★★★★★
★★★★★

Enable better decisions

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Ombud provides sales effectiveness and content collaboration software to help sales teams reduce effort by 50% or more and spend more time selling. It allows organizations to identify the best content, automate repetitive curation tasks, and improve overall collaboration efficiency.

Highlights
Top Business Usecases : Collaboration,Proposal & quote management,Sales document management
Top Features : Templates,Personalization

Vendor: Ombud Inc.

Company Size: 11-50

Financials: SEED

Docflite Icon

Docflite

4.68
★★★★★
★★★★★

Online quoting Software

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Highlights
Top Business Usecases : Proposal & quote management,Sales document management,Workflow management
Top Features : Dashboard,Templates,Personalization

Vendor: Docflite Limited

Founded: 2016

Company Size: 1-10

HQ Location: Swansea, United Kingdom

Financials: SEED

SmartDocs for Microsoft Word Icon

SmartDocs for Microsoft Word

4.64
★★★★★
★★★★★

SmartDocs - 36Software

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SmartDocs is an MS Word content management and document automation solution that could be used by technical and medical writers, audit teams and others. It can be used for generating Technical Publications, Proposals, Contracts, Medical and Regulatory documents, by businesses of all sizes across various industries.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Content management
Top Features : Templates,Personalization

Vendor: 36Software, LLC

Company Size: 1-10

HQ Location: Rochester, NY

Financials: PRIVATE

Tilkee Icon

Tilkee

4.62
★★★★★
★★★★★

Tilkee, the tool to track your digital documents - TILKEE

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Tilkee is a data driven online sales enablement platform that enables cross team collaboration. It helps to align marketing and sales and guide other cross functional teams like channel management, customer success teams and Product Marketing towards digital transformation. Tilkee aims to increase sales by efficiently and effectively tracking business proposals and boosting prospect follow-ups. Tilkee helps to qualify prospects and leads. It saves time for sales team who can focus energy on hot prospects. With its unique and proprietary machine learning algorithm, software scores a prospect’s interest in documents.

Highlights
Top Business Usecases : Sales document management,Engagement management,Engaging and following up
Top Features : Alerts: popups & Notifications,Personalization

Vendor: Tilkee.

Company Size: 11-50

HQ Location: 22 rue Constantine, Lyon, Rhône Alpes 69001, FR

Financials: SERIES A

WeSuite Icon

WeSuite

4.43
★★★★★
★★★★★

Sales Management Software

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WeSuite is a Sales Management software. WeSuite provides lead management, quote and proposal generation, real time reporting, in-the-field quoting and surveying, in addition to over a dozen software modules targeted for business improvement, and much more.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Feedback surveys

Vendor: WeSuite, LLC

Company Size: 11-50

HQ Location: 155 Lafayette Ave, White Plains, NY 10603, US

Financials: PRIVATE

Sofon Guided Solutions Icon

Sofon Guided Solutions

4.53
★★★★★
★★★★★

Complexity Simplified - Sofon Quote-to-Cash / CPQ

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Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Calculator

Vendor: Revalize, Inc

Company Size: 251-500

HQ Location: 8800 Baymeadows Way W #500, Jacksonville, Florida 32256, US

Financials: PRIVATE

Proposa Icon

Proposa

4.35
★★★★★
★★★★★

Proposal creation tool designed to shorten the time to create winning proposals

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Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engaging and following up
Top Features : Templates,Alerts: popups & Notifications

Vendor: Proposa.io

Company Size: NA

GleanQuote Icon

GleanQuote

4.32
★★★★★
★★★★★

GleanQuote - Proposal and Quoting Software - gleanview.com

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GleanQuote is a cloud-based quoting solution and proposal automation platform. It helps businesses automate processes for preparing, sharing, tracking and electronically signing online contracts. It is designed to manage products, pricing and proposals all in one place.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Digital signature
Top Features : Templates,Auto scheduler & reminder,Personalization

Vendor: GleanView, LLC

Company Size: 11-50

HQ Location: 405 Golfway West Dr, St Augustine, Florida 32095, US

Financials: PRIVATE

Pricefx Platform Icon

Pricefx Platform

4.37
★★★★★
★★★★★

Pricefx: Passion for Pricing

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Pricefx Platform provides a modular SaaS solution for price optimization management (PO&M) and configure-price-quote (CPQ) for enterprises of any size. It delivers a complete price optimization and management platform based on native cloud architecture, providing industry-leading time to value and total cost of ownership advantages to customers.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Calculator,Dashboard,Recording

Vendor: Price f(x) AG

Company Size: 251-500

HQ Location: Meteor Centre C Thamova 681/32 186 00 Praha 8 – Karlin Czech Republic

Financials: SERIES B

CATAPULT Icon

CATAPULT

4.26
★★★★★
★★★★★

CATAPULT® Retail Point of Sale Software System - ECRS

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Highlights
Top Business Usecases : Social media analytics,Social media management,Engagement management
Top Features : Leaderboards,Gamification

Vendor: ECR Software

Company Size: 51-100

HQ Location: 277 Howard St., Boone, North Carolina 28607, US

Financials: PRIVATE

Recapped Icon

Recapped

4.20
★★★★★
★★★★★

Sales enablement platform to simplify complex deals and deliver amazing buyer experiences

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Recapped is a SaaS collaboration platform for sales teams to collaborate with clients, create accountability, and seamlessly onboard clients in record time. It stands out with mutual action plans that keep prospects accountable, close more deals and make sure nothing falls through the cracks.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Collaboration
Top Features : Templates,Auto scheduler & reminder,Personalization

Vendor: Recapped, Inc.

Company Size: 1-10

HQ Location: 415 Madison Ave, New York, NY 10017, US

Financials: SEED

Conga Contracts Icon

Conga Contracts

4.19
★★★★★
★★★★★

Contracts automation for streamlined contract management

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Conga Contracts is a contract management solution that administers all aspects of the contract lifecycle. It offers an innovative system that allows for contract creation using company standard agreements, negotiating in a secure online environment, and much more.

Highlights
Top Business Usecases : Sales document management,Contract management,Proposal & quote management
Top Features : Templates,Personalization,Alerts: popups & Notifications

Vendor: Conga Corporation

Company Size: 51-100

HQ Location: 1400 Fashion Island Blvd, Suite 100, San Mateo, California 94404, US

Financials: PRIVATE

ConnectWise Sell Icon

ConnectWise Sell

4.11
★★★★★
★★★★★

Quoting and Proposal Software | ConnectWise Sell

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ConnectWise Sell is a cloud-based quote and proposal automation software for IT solution providers. The platform streamlines the quote-to-cash processes to enable sales teams to quickly create accurate quotes and proposals on any device (desktop or mobile). It provides solutions for IT solution providers, including managed service providers, AV professionals, value-added resellers, and more.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Digital signature
Top Features : Templates,Ticketing,Personalization

Vendor: ConnectWise, LLC

Founded: 1982

Company Size: 501-1000

HQ Location: 4110 George Rd., Suite 200, Tampa, FL 33634, USA

Financials: M&A