10 Best Proposal Software To Level Up Your Sales Process

 

In today’s highly competitive digital marketplace, companies are constantly seeking new ways to optimize the B2B sales process. A critical component of sales efficiency and success lies in the ability to generate, manage, and deliver proposals quickly and effectively. That’s where proposal software becomes a game-changer. Whether you’re a sales rep working in a startup or part of an enterprise sales team, using modern proposal tools can drastically enhance your pitch, improve closing rates, and save time.

Proposal software isn’t just about creating pretty PDFs anymore. The best tools now integrate with CRMs, allow team collaboration, provide analytics, support e-signatures, and streamline the approval process. These tools can drastically reduce proposal creation time while improving personalization and accuracy.

In this article, we’ll explore the 10 best proposal software tools to elevate your sales process in 2025 — including their standout features, ideal use cases, and comparisons. We’ll also look at the importance of using proposal management software for scaling sales and achieving predictable revenue growth.

Why Proposal Management Software Matters in 2025

As businesses scale, managing proposals through spreadsheets or manual document editing becomes inefficient and prone to errors. A good proposal management software centralizes content, ensures brand consistency, reduces the sales cycle, and empowers teams with templates, tracking, and collaboration tools.

Benefits of using proposal software include:

  • Faster turnaround times
     
  • Higher close rates
     
  • Consistent brand messaging
     
  • Workflow automation
     
  • Real-time analytics
     
  • Collaboration across teams
     

With integrations into CRMs like Salesforce, Pipedrive, and HubSpot, these platforms streamline data flow and eliminate the need to re-enter client information.

Top 10 Proposal Software Tools in 2025

Rank

Software

Key Features

Best For

Notable Integrations

1

GetAccept

Digital sales rooms, tracking, CRM automation

Enterprise B2B Sales

Salesforce, HubSpot, Pipedrive

2

Proposify

Sales content library, analytics

Agencies, Sales Teams

HubSpot, Salesforce

3

Better Proposals

Design templates, client chat, eSignatures

Freelancers, Agencies

Zapier, HubSpot

4

Qwilr

Web-based proposals, analytics, interactive

Tech companies, SaaS

HubSpot, Slack, Salesforce

5

PandaDoc

E-signatures, templates, CRM integrations

SMBs, B2B Sales Teams

HubSpot, Salesforce, Pipedrive

6

Nusii

Simple editor, recurring revenue templates

Freelancers, Consultants

Zapier

7

QuoteWerks

Advanced quoting features, integrations

Manufacturing, Tech

ConnectWise, Salesforce

8

RFPIO

RFP automation, knowledge library

Enterprise Sales & Legal

Salesforce, Microsoft Teams

9

Loopio

RFP response automation, collaboration

Mid-market to Enterprise

Salesforce, Slack, Microsoft

10

DocSend

Document tracking, deal rooms, viewer insights

Venture Capital, Sales

Gmail, Salesforce, HubSpot

 

Detailed Breakdown of the Best Proposal Software

1. GetAccept

GetAccept is not just proposal software — it’s a digital sales room. It offers robust tracking, contract automation, electronic signatures, video introductions, and CRM workflows. By integrating with sales tools like Salesforce and HubSpot, GetAccept makes proposal engagement measurable and personal.

Best for: Enterprise B2B teams seeking full-cycle digital deal management.

2. Proposify

Proposify is tailored for structured sales teams that need a standardized process. With an extensive library of pre-approved content, teams can build proposals quickly while ensuring brand consistency. The software’s detailed analytics also help track buyer behavior.

Best for: Sales and marketing teams looking to standardize proposal generation.

3. Better Proposals

Known for its visually appealing design templates, Better Proposals focuses on the end-user experience. It includes live chat within the proposal, allowing for instant communication with potential clients. Its automation and CRM sync features make it a solid option for freelancers and SMBs.

Best for: Freelancers and agencies needing simple yet stunning proposals.

4. Qwilr

Qwilr transforms traditional static documents into interactive, web-based proposals. It’s ideal for tech-focused teams and SaaS businesses that want to stand out. Proposals can be embedded with videos, pricing calculators, and more.

Best for: SaaS companies and digital agencies looking for next-level proposal design.

5. PandaDoc

PandaDoc allows users to create proposals, contracts, and quotes in minutes using customizable templates. The drag-and-drop editor is perfect for non-technical users, and its analytics feature shows when recipients open and interact with the proposal.

Best for: Small to mid-sized businesses that want an affordable, powerful solution.

6. Nusii

Nusii keeps things simple with a user-friendly interface and proposal templates tailored for recurring service providers. It lacks complex features but makes up for it with ease of use.

Best for: Freelancers and consultants looking for speed and simplicity.

7. QuoteWerks

QuoteWerks is more of a quoting and configuration tool but offers great proposal functionalities as well. Ideal for industries like manufacturing and IT where quoting accuracy is critical.

Best for: Sales teams in industries with complex pricing.

8. RFPIO

RFPIO is an RFP automation platform with capabilities to streamline the proposal creation process, especially in highly regulated industries or enterprise sales.

Best for: Legal, finance, and compliance-heavy businesses.

9. Loopio

Like RFPIO, Loopio focuses on responding to RFPs, RFIs, and DDQs. It’s designed for collaboration and maintaining up-to-date knowledge libraries for quick and accurate proposal generation.

Best for: Large businesses managing high volumes of RFPs.

10. DocSend

DocSend is a document tracking platform that excels in proposal engagement. Users can see exactly when and where clients interact with a proposal and adjust their follow-ups accordingly.

Best for: Startups and investors managing multiple deals and documents.

Features to Consider When Choosing Proposal Software

Not all tools are created equal. Here are key features to prioritize when choosing proposal software for your team:

 Must-Have Features:

  • Drag-and-drop editor for ease of use
     
  • Templates for recurring proposals
     
  • CRM Integration to auto-fill data
     
  • E-signatures for instant approvals
     
  • Analytics for engagement tracking
     
  • Collaboration tools for internal teams
     
  • Custom branding to maintain consistency
     

Choosing the right software depends on your company’s size, industry, sales cycle, and required level of customization.

Conclusion

As the complexity of sales processes increases, the importance of tools like proposal software becomes more evident. Automating your proposal creation and tracking can shave days off your sales cycle and help your team close deals faster.

In 2025, whether you're looking for a design-centric platform like Qwilr or a powerful salesroom like GetAccept, there’s a solution tailored to your needs. The key is to find a proposal management software that aligns with your existing workflow, integrates with your tools, and offers scalability as your team grows.

By adopting one of the top 10 platforms listed above, you can significantly level up your sales process, improve buyer engagement, and boost close rates in an increasingly competitive B2B environment.

 

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