None (2026)
Create, send, track, and e-sign proposals/quotes with templates and analytics
What is Proposal & Document Management?
Proposal & Document Management helps sales teams create, send, track, and close proposals and quotes using templates, content libraries, and built-in e-signatures so deals move from quote to close without switching tools.
Proposal management software standardizes how sales teams produce quotes and proposals. Instead of reps building one-off documents in Word or Google Docs, the team works from approved templates with dynamic pricing tables, pre-approved content blocks, and brand-consistent formatting. Built-in analytics show when prospects open the proposal, which sections they read, and how long they spend on pricing. E-signature integration lets buyers sign without leaving the document. The result is faster turnaround, fewer errors, and visibility into buyer intent that static PDFs cannot provide.
How to Choose Proposals Software
Start with your current pain. If reps spend hours building proposals from scratch with inconsistent formatting and unapproved pricing, a template-driven platform like PandaDoc or Proposify immediately solves that problem. If your bottleneck is getting signatures after the proposal goes out, tools with strong e-signature workflows (PandaDoc, GetAccept) reduce friction. If you need highly visual, web-based proposals that stand out from PDF attachments, Qwilr and Better Proposals focus on design-forward presentations.
Pricing table complexity matters. Simple products with fixed pricing work in any proposal tool. Configurable products with optional line items, usage-based pricing, volume discounts, and approval workflows need tools that handle pricing logic natively. PandaDoc and DealHub handle complex pricing scenarios well. Simpler tools struggle when pricing requires conditional logic or multi-tier structures. If your quoting process involves discount approvals or custom configurations, evaluate how each tool handles that workflow before committing.
Integration with your CRM determines how much manual data entry proposals require. The best integrations auto-populate proposal fields from CRM records: company name, contact details, deal value, and product line. PandaDoc and Proposify both offer deep CRM integrations that reduce proposal creation to selecting a template and reviewing the auto-filled content. Without CRM integration, reps re-enter information they already typed into Salesforce, which adds time and introduces errors.
PandaDoc
Proposal & Document ManagementThe most popular proposal tool for sales teams. Combines document creation, e-signatures, and payments in one platform. Hard to beat for mid-market teams.
Read Full Breakdown →Proposify
Proposal & Document ManagementProposal software focused on design-forward documents. Better-looking proposals than PandaDoc, with stronger content control for brand-conscious teams.
Read Full Breakdown →Qwilr
Proposal & Document ManagementWeb-based proposals that look like landing pages. Unique approach. Proposals are interactive web pages, not PDFs. Great for modern, design-forward teams.
Read Full Breakdown →DocuSign CLM
Proposal & Document ManagementThe e-signature standard with proposal capabilities. DocuSign CLM adds document generation, but most teams use it purely for signing. Unbeatable for e-sign alon...
Read Full Breakdown →Better Proposals
Proposal & Document ManagementSimple, affordable proposal tool with nice templates. Good for freelancers and small agencies, but lacks the depth for larger sales teams.
Read Full Breakdown →DealHub
Proposal & Document ManagementRevenue platform combining CPQ, proposals, and contract management. Strongest for complex deal configurations where pricing and proposals are tightly linked.
Read Full Breakdown →Comparisons
Frequently Asked Questions
What is the best proposal software for sales teams?
PandaDoc is the most popular choice, combining templates, content libraries, pricing tables, and e-signatures in one platform. Proposify is strong for teams that need brand control and approval workflows. Qwilr stands out for web-based, interactive proposals that look modern. The best choice depends on whether you prioritize design, pricing complexity, or e-signature integration.
How do proposal tools help close deals faster?
Three ways. Templates reduce proposal creation time from hours to minutes. Real-time notifications alert reps the moment a prospect opens the proposal, enabling timely follow-up. Built-in e-signatures eliminate the separate signing step that adds days to the close process. Together, these features can cut proposal-to-close time by 30-50%.
Do proposal tools include e-signatures?
Most do. PandaDoc, Proposify, GetAccept, and Better Proposals all include e-signature capability. The quality and legal compliance vary. PandaDoc's e-signature is strong enough that many teams use it instead of standalone DocuSign. For contracts requiring advanced compliance (SOC 2, HIPAA), verify the tool's certification level.
Can proposal software handle complex pricing?
It depends on the tool. PandaDoc and DealHub handle optional line items, quantity-based pricing, discount approvals, and multi-currency quotes well. Simpler tools like Better Proposals work best with fixed-price offerings. If your quoting process involves configurable products, volume tiers, or approval chains, prioritize tools with advanced pricing table features.
How much does proposal management software cost?
Entry-level plans start around $19-$35/user/month (Better Proposals, Proposify Essentials). PandaDoc's business plans run $49-$65/user/month. Enterprise platforms with CPQ-level pricing logic cost $65-$100+/user/month. Most tools offer free trials. E-signature capabilities are typically included in mid-tier plans and above.
Reviewed by the B2B Sales Tools Editorial Team. Last verified 2026-04-12.
Pricing, features, and ratings are based on vendor documentation, public filings, product demos, and feedback from sales teams using these tools in production. We update reviews when vendors ship major releases or change pricing.