Proposal software is designed to streamline and automate the proposal and request for proposal (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include CRM software, CPQ software, e-signature software, and accounting software.
To qualify for inclusion in the Proposal category, a product must:
Provide a repository of documents and templates which can be used to quickly generate proposals
Integrate with solutions like CRM and CPQ to pull product and customer data
Offer functionality to quickly and efficiently create and send proposals
Allow edits and feedback during the proposal process, and track changes made
Include analytics to evaluate the efficiency of the proposal process