Writing a successful sales proposal requires transparency, excellent writing, a clean layout, and the best possible articulation of your business value.

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Further, your marketing and sales teams require a dependable method for producing proposals at scale without compromising quality.

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Cloud-based proposal-building software can help. These solutions enable your marketing and sales reps to generate proposals, distribute them to clients, and even obtain eSignatures for faster approvals.

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How do you know which one to pick among the many available proposal management software?

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In this post, we will discuss the top proposal-building software, explain why the platform is chosen by channel partners, and include their G2 rankings to add another layer of social proof.

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1. Zomentum

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Our partiality isn’t subjective. Thousands of partners use Zomentum to streamline their quoting process, manage prospects, and automate their sales. Partners extensively work their sales on Zomentum because it’s not just a proposal-building software. It takes care of your entire sales process – consolidating several tools into one modern platform. Streamline your sales, covering everything from converting leads into revenue and optimizing overheads to articulating your business value and cementing relationships with your vendors.

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It's tightly integrated with your other tools, such as accounting systems, PSAs, and marketing automation solutions, which helps drive more productive workflows, automation, and fewer bottlenecks.

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Once you simplify sales, you'll be able to assess client needs and offer them innovative solutions they crave.

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Design quotes that win and become their trusted vCIO by highlighting essential business upgrades. Simply drag and drop content blocks and make them more personalized by adding videos. You can save blocks for repeat usage, use merge tags to populate values automatically, and access real-time product catalog to add to your quotes. You can also set document access controls, track document status to see if the client signs it, and much more.

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From Zomentum, visualize the entire journey of your opportunity and help your sales team be on top of their game. With its sales and proposal automation, take timely action so you can focus on the essentials while we take care of the tedious. It also helps you analyze your pipeline health and remove the barriers that are holding you back. 

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G2 rating: 4.6 / 5

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Most popular features based on reviews: 

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• Customizability: Variables and fields
• Automate workflows
• Engagement tracking
• E-signature integration
• Payment collection from the documents

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Most popular pricing plan: $116 / month (billed annually), No. of Users: 2

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2. PandaDoc

PandaDoc is a document management and e-signature platform that helps businesses streamline their sales process by creating, sending, and tracking documents such as proposals, contracts, and quotes. The platform includes various features such as document templates, real-time tracking, analytics, and integration with CRM systems. 

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Channel partners use PandaDoc to streamline their sales process, improve team collaboration, and increase productivity. The platform's real-time tracking feature allows partners to monitor the progress of a document, and its integration with CRM systems enables partners to access customer information in one place. 

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Additionally, PandaDoc's document templates provide partners with a professional and efficient way to create and send documents. However, the cost could be significantly high for small businesses.

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G2 rating: 4.7 / 5

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Most popular features based on reviews: 

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• Custom branding
• Document signing
• Reporting and dashboard
• Bulk digital signatures
• Signature history and audit

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Pricing plan for Businesses: $49 / month, No. of Users: 1

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3. Better Proposals

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Better Proposals helps businesses streamline their sales process by providing them with modern, on-brand proposals that can be sent, tracked, and signed in minutes. The platform includes professionally written and designed templates such as proposals, quotes, contracts, info sheets, staged sign-offs, statements of work, agreements, and brochures. 

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The platform's Proposal AI's automatic suggestions feature allows partners to discover what works in their industry and increase their conversion rate. Additionally, Better Proposals automates and streamlines the sales process by integrating with other tools such as Intercom, Infusionsoft, Salesforce, Trello, and more. 

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One of the downsides of using the platform is that it may not be a perfect fit for every business as it may not have all the features some businesses are looking for. 

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G2 rating: 4.4 / 5

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Most popular features based on reviews: 

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• Customizability: Variables and fields
• Engagement tracking
• Proposal effectiveness report
• Alerts and notifications
• E-signature integration

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Pricing plan for Businesses: $129 / month, No. of Accounts: 3

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4. Quotient

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Quotient streamlines partners’ sales process by providing them with features such as proposal generation, e-signatures, and document management. The platform includes document templates, real-time tracking, and analytics, and integration with CRM systems. 

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Businesses use Quotient to streamline their sales process, improve team collaboration, and increase productivity. The platform's real-time tracking feature allows businesses to monitor the progress of a document, and its integration with CRM systems enables businesses to access customer information in one place. 

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Additionally, Quotient's document templates provide businesses with a professional and efficient way to create and send documents. A major disadvantage of using the platform is that it may have a steep learning curve for some users. 

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G2 rating: 4.5 / 5

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Most popular features based on reviews: 

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• Custom branding
• Proposal automation
• Interactive quotes with imagery
• Editing quote quantities
• Document tracking

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Pricing plan for Businesses: $45 / month, No. of Members: 2-5

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5. Proposify

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Proposify is a proposal management software that helps partners streamline their sales process by creating, sending, and tracking professional proposals and contracts. It offers customizable templates, electronic signature integration, and real-time analytics to provide insight into the status of proposals and contracts.

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Proposal tracking feature allows the users to track the status of proposals and contracts, Proposal Collaboration allows the team members to work together and Proposal Automation enables the users to automate certain tasks to streamline the process. 

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Users praise its user-friendly interface, customization options, and efficient tracking features. Many users also appreciate the platform's ability to collaborate with team members and automate certain tasks. 

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However, some users have reported issues with the platform's integration with other tools and the lack of some advanced features.

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G2 rating: 4.6 / 5

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Most popular features based on reviews: 

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• Proposal templates
• Electronic signature
• Document tracking
• Collaboration in proposals
• Proposal automation

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Pricing plan for Businesses: $590 / month, No. of Users: 10

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6. Salesforce Revenue Cloud

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Salesforce Revenue Cloud helps businesses manage their revenue processes, from lead generation to opportunity management, forecasting, and quote-to-cash. It is a part of the Salesforce Suite of products.

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Lead Management, Sales Forecasting, Quoting, and Salesforce Integration are some of the most used features. Lead Management feature allows the users to manage and track leads, Sales forecasting enables the users to predict future sales, Quoting enables the users to create and manage quotes, and Salesforce integration feature allows the users to integrate the platform with other Salesforce products. 

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Partners like its integration with other Salesforce products, customization options, and robust reporting capabilities. Many users also appreciate the platform's ability to handle complex revenue processes and its scalability. However, some users have reported issues with the platform's user interface and the learning curve required to fully utilize its features.

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G2 rating: 4.1 / 5

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Most popular features based on reviews: 

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• Lead management
• Sales forecasting
• Quoting
• Salesforce integration
• Manage subscriptions

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Pricing plan for Businesses: CPQ+ at $150.00, 1 USD/user (billed annually) per month. All per-user products require an annual contract. 10 user minimum.

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7. QuoteWerks

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QuoteWerks is a quote and proposal generation software that helps businesses create, deliver and manage quotes and proposals. It offers features such as product and pricing databases, customizable templates, and integration with CRM and accounting software.

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Users praise its ability to integrate with multiple CRM and accounting software, ease of use, and the ability to handle multiple currencies. Many users also appreciate the platform's customization options and the ability to quickly generate professional quotes and proposals.

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However, some users have highlighted the platform's technical support and the lack of some advanced features. A few users have also complained about the platform's steep learning curve and the need for frequent updates to the software.

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G2 rating: 4.3 / 5

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Most popular features based on reviews: 

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• Product catalog
• Guided selling
• Visual configuration
• Document version control
• Pricing flexibility

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Pricing plan for Businesses: $30 / month, No. of Users: not defined.

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8. DocuSign

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Docusign is a digital signature and document management platform. Users can create, send, and sign documents electronically, streamlining the document signing process. One of the platform's key features is its ability to easily integrate with other applications, such as Salesforce, Google Drive, and Microsoft Office. This allows for seamless document management within a user's existing workflow.

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Many users appreciate the platform for its ease of use and the time it saves on document management. The platform also offers a high level of security, with identity verification and document encryption features. Additionally, the platform's mobile app allows for document signing and management on the go.

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However, some users have grappled with the platform's customer support and have experienced bugs and glitches with the software. Some have also found the pricing to be on the higher side. Further, users have also reported that the platform can be slow at times, and some of the advanced features are difficult to use.

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G2 rating: 4.5 / 5

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Most popular features based on reviews: 

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• Digital signature
• Document management
• Integration with other applications
• Security features such as identity verification and document encryption
• Mobile app for document signing and management on-the-go

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Pricing plan for Businesses: $40 / 1 user / month. 

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9. Proposable

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Proposable is a platform that allows businesses to create and send professional-looking proposals to clients. It offers a variety of customizable templates, which can be easily edited to fit the user's needs. The platform also includes features such as e-signatures, analytics, and team collaboration.

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Users like Proposable for its user-friendly interface and the ability to quickly create professional-looking proposals. They also vouch for the platform's analytics, which provide insight into how clients interact with the proposal. Additionally, the team collaboration feature allows multiple team members to collaborate on a proposal, improving efficiency.

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But, some users have reported that the platform can be slow at times and that customer support is not always responsive. Additionally, some users also mentioned that the platform's pricing could be quite high for small businesses.

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G2 rating: 4.3 / 5

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Most popular features based on reviews: 

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• Customizable templates
• E-signatures
• Analytics
• Team collaboration
• User-friendly interface

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Pricing plan for Businesses: $39 / 1 user / month. 

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10. Bidsketch

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Bidsketch helps businesses create professional proposals and estimates for their clients. It has various features, such as customizable templates, electronic signature capability, and the ability to track the status of proposals. Users have noted that the platform is user-friendly and easy to navigate and that it helps streamline the proposal process for their businesses. Additionally, many users have praised Bidsketch for its excellent customer support.

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However, some users have complained that the platform can be expensive and doesn’t have all of the features they would like to see. Additionally, some users have reported that the platform can sometimes be slow to load. Overall, while Bidsketch has received positive reviews for its user-friendliness and helpful features, some users have found the cost and lack of certain features to be drawbacks.

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G2 rating: 4 / 5

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Most popular features based on reviews: 

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• Collaboration and team management tools
• Time tracking and progress reporting
• Integrations with other business tools such as CRM or accounting software
• Analytics and reporting capabilities
• Professional-looking proposal designs and layout options

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Pricing plan for Businesses: $119 / month. No. of Users: upto 8.

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Download eBook | The Complete Guide to Creating Powerful Sales Proposals That Win

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Rounding up: Choosing the best proposal software for your sales growth

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Your business's ideal proposal writing program will probably depend on its unique requirements. Make sure to check all the pricing options and features before making your decision. You'll want to be certain of what you're purchasing.

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However, you might want to consider a sophisticated solution to address all your quoting needs – integrations, quoting, pulling distributor pricing, and more. 

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Check out Zomentum if you're looking for the ideal balance of features, convenience, and cost. Plus, you'll find everything you need in our template library, and using our user-friendly interface will be a breeze.

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Sign up for a demo and see how it works.

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