Best Proposal Software - Page 15

Extraflow

Extraflow is a quoting and proposal software solution designed to streamline and simplify the process of creating estimates, quotes, and proposals for businesses, particularly those in contracting and service-based industries. This tool integrates directly with Pipedrive, making it a natural extension of the sales process for users familiar with customer relationship management (CRM) platforms. Extraflow enables businesses to save time and improve the accuracy and presentation of their proposals, all while keeping everything within one seamless workflow. Extraflow caters to professionals in HVAC, plumbing, electrical work, IT service providers, and more. The software is particularly valuable for teams looking to speed up the quoting process while maintaining flexibility and a high level of customization. By offering features like reusable templates, automatic calculations, and the ability to provide clients with multiple pricing options, Extraflow enhances productivity and helps businesses present their services in a polished and professional manner. Key Features of Extraflow: Pipedrive Integration: Extraflow works directly within Pipedrive’s interface, allowing users to manage quotes and proposals without leaving the CRM. This makes it easier to track customer interactions and streamline the sales process. Customizable Templates: Users can create and reuse templates tailored to specific industries and services. These templates can be modified to include estimation blocks for materials, labor, and other cost components, ensuring accuracy and consistency in every quote. Multiple Pricing Options: Extraflow allows businesses to present clients with various pricing options for their services or products, providing flexibility that can help close deals. Automated Calculations: The software automatically handles calculations for taxes, discounts, and other variables, minimizing the risk of errors and ensuring that quotes are accurate and up to date. Project Showcase: Users can include photos and descriptions of previous projects in their proposals, giving clients a clear idea of the quality and scope of the work offered. Use Cases for Extraflow: Contractors: HVAC, plumbing, and electrical contractors can quickly create accurate and professional-looking quotes for new installations, repairs, or ongoing service contracts. IT Service Providers: Extraflow is ideal for IT service companies offering solutions like network setup, software deployment, or managed services. They can create detailed quotes covering service tiers, hardware, and software components, providing their clients with a complete breakdown. Service-Based Businesses: Professionals offering any type of service, from landscaping to interior design, can benefit from Extraflow’s ability to create flexible proposals with multiple service options for clients to choose from. Benefits of Using Extraflow: Time Efficiency: Extraflow reduces the amount of time required to create, customize, and send proposals, allowing users to focus on other parts of their business. Consistency: With templates and automated calculations, businesses can ensure that their quotes are consistently accurate and professional. Improved Client Experience: Offering clients multiple pricing options and detailed project information helps them make informed decisions, improving the overall client experience. Extraflow is a comprehensive quoting and proposal software solution that enables businesses to streamline their sales processes, deliver accurate and professional proposals, and ultimately close more deals with less effort.

Fiory.ai

Fiory.ai is an all-in-one SaaS platform built specifically for wedding florists, offering proposal building, e-signatures, client portals, AI-powered flower tools, and a florist website builder.

FlowQuota

FlowQuota is a sales execution system designed for Enagic® distributors who sell internationally. It solves the operational complexity of quoting across currencies, generating compliant paperwork by country, and following up with prospects after sales conversations. The platform connects to distributor calendars, calculates pricing across 44 Enagic® branches worldwide, automatically generates the correct paperwork for each customer's country and payment method, drafts follow-up emails that reference the actual conversation, and provides post-call sales coaching. Founded by Aimee Q Devlin, a systems architect and Enagic® distributor with over eight years of international sales experience. Currently in private beta with Founding Operators.

Frameboard

Most proposals are PDFs emailed into the void. You don't know if the client opened it, forwarded it, or forgot about it. Frameboard replaces that dead PDF with a live proposal on a single branded link. Paste your brief and Frameboard's AI builds a media-rich proposal from your product catalogue - case studies, pricing, KPIs, images - looking like a design team made it. No templates to wrestle with, no design skills needed. Your client opens one link. They browse the proposal, message you with questions right inside it, e-sign, and pay - all without creating an account. You see exactly when they open it, who they forward it to, and which sections they spend time on. Built for agency owners, consultants, recruiters, and B2B sellers. Free tier includes 3 proposals, no card required. Paid plans from £29/month.

InnovaRFP

InnovaRFP Manages RFP, RFI, RFQ and other proposal responses with Microsoft SharePoint

Koneka Document Engineering

Koneka's Document Engineering Platform leverages workflow, business rules, rich content definition and Natural Language Processing / Machine Learning to support the assembly, modification and production of large and complex documents that draw content from a variety of sources, and require input from many contributors.

LumaQuote

LumaQuote is lighting audit and retrofit proposal software for contractors, lighting retrofit companies, distributors, and energy teams. It helps users move from site audit to quote-ready proposal by organizing project details, areas, fixture types, LED retrofit recommendations, utility rates, controls opportunities, rebates, labor, installation costs, and branded proposal output in one workflow.

Measure

As of February 2026, Maple Billing is now Measure. Measure connects contracts, billing, revenue recognition, and commissions in one system. When a contract changes, the invoice updates, the revenue schedule recalculates, and the commission posts. One action. Everything downstream moves with it. Most billing tools handle one piece of the revenue cycle. Measure handles all of it without the spreadsheets, the reconciliation, or the six-month implementation. CEOs and founders: Know your MRR, active customers, and revenue the moment a deal closes. No waiting for finance to reconcile three systems at month-end. The number you see is the number you can trust. Sales: Build quotes, collect signatures, and trigger invoices from one place. Tight integrations with HubSpot and Salesforce mean your CRM stays current without manual data entry. Less time on admin. More time closing. Finance and ops: Stop being the human integration layer between Stripe, QuickBooks, and a spreadsheet you didn't build. Measure automates invoicing, payment collection, revenue recognition, and commission tracking in one system. Month-end close goes from a week to a day. Product and engineering: Set up usage-based or seat-based billing in one sprint. After that, finance owns it. Your team stops getting pulled into billing tickets and gets back to building the product.

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Meilapp

Revolutionize your sales process with AI-driven automation. Streamline business proposal generation and sales workflows effortlessly using Meilapp's cutting-edge technology. Maximize efficiency, close deals faster, and unlock new growth opportunities

Meistio

AI-powered quoting software for tradespeople. Create quotes via voice input in minutes. Includes price book, invoices, and payment reminders.

Nibaal

Nibaal offers you the advantage of detailed and well-crafted proposals to win that business deal. The proposal software platform enables you to draft, manage and send business proposals, efficiently.

NM Quote

NM Quote allows you to generate estimates for complex projects – covering one-off and recurring costs, as well as maintenance agreements. Quotes are presented in an accessible format and can be speedily reviewed and accepted by clients.

Offorte

With Offorte you create and present online proposals that tell your story. Impress customers with a proposal that fits seamlessly and exceeds expectations. Experience the proposal program and win more assignments.

ONtility

ONtility ProTM is designed to speed up and enhance the sales process. Easily crunch the numbers, generate professional sales proposal materials, and manage your sales activities. ONtility ProTM helps you focus on what really counts: identifying your customers` needs, designing smart solutions, and getting new business on the books.

OpenProposal

OpenProposal is an all-in-one proposal software that combines document creation, e-signatures, and Stripe payment collection. Built for freelancers, agencies, and small businesses who want to close deals faster.