Best Proposal Software in 2026 - Page 11

The Proposal ID system is a document automation system that helps B2B (business-to-business) organisations run their businesses better by using a unique set of technologies and knowledge management practices to create intelligently designed documents.

Proposal Manager is a modular proposal management solution that allows for the complete management of RFPs for virtually any industry. This robust application is designed to be integrated with your existing ERP or MRP system, empowering your sales team to have accurate product information on-demand.

ProposalPad is a unique online proposal system developed for small business owners that makes it easy to create professional quality project proposals.

Proposalsmartz provides proposal making software which helps in creating business, professional, client proposals.

Proposeful helps freelancers and business create online proposals in just a few clicks.

Propoze is a sales proposal software that streamlines the proposal creation process for businesses. The software allows users to draft professional proposals using a block-based builder and slick interface. Propoze aims to help small businesses, freelancers and agencies create customizable sales proposals tailored to their clients' needs. The software allows users to build proposals in their own style, currency and branding preferences to match their business needs. Users can create templates to save time on future proposals. The templates can be customized with images, layouts and content for each unique client proposal. Propoze also enables users to keep their proposals private through controlled sharing settings. Clients can easily view and accept proposals with one-click acceptance options. Key features include fast and simple proposal creation tools, customization options to match business branding, reusable templates that can be tailored for each client, private proposal sharing controls, and instant one-click proposal acceptance for clients. Propoze aims to simplify and streamline the proposal process for sales teams and creative businesses.

TAS has extensive responsibility experience in analyzing business requirements, developing the RFP specifications and requirements, setting tasks and duties for the project team, reviewing and scoring vendor proposals, working as a member of the contract negotiation team and assuring vendor compliance with contracts.

Routzy is an acclaimed iPad CRM app that squeezes the functionality of several specialized business programs into one centralized, do-it-all sales center. This mobile, agile app helps you turn leads into customers on the go. Make your sales in the field with nothing more than your iPad! From forms to sales calls and from quotes to routing, Routzy does it all.

Salesbuildr is a web based quoting tool and self service storefront that deeply integrates with Autotask PSA and a large selection of European distributors. It enables your team to create great looking quotes in minutes, while automating large parts of daily workflows.

SalesDoc Architect (SDA) is software that is tightly integrated with MS Office and allows users to quickly configure price complex solutions and easily produce professional proposals, SOWs, RFP responses and other client-facing documents. Automated Solution Configuration Using rules and workflows, SDA automates complex solution configuration of equipment and services based on each customer’s unique requirements. • Auto-configure products and services based on user inputs • Override and adjust auto-calculated product and service quantities, and add “write-in” items • Break out optional-purchase items • Calculate pricing on configured items using a variety of approaches Workflow that Optimizes Profitability SDA utilizes Excel formulas to create rules and workflow logic starting at the initial configuration level. Workflows can be programmed to automatically include products and services that are often forgotten. Answers to qualification and discovery questions can drive solution configuration and also “calculate” content for output documents such as proposals and statements of work. Workflow rules can also be used to require engineer or management approvals based on margin, total sale price, product configuration scenarios, or any variety of conditions. Automated Document Generation SDA builds and generates various outputs based on the configured solution. Proposal, statement of work, RFP responses and other document content is auto-generated based on the configured equipment and services part numbers. Also, customer answers to qualification and discovery questions, user inputs and workflow rules can drive document content to include in output documents such as: • Discovery memos that confirm customer requirements • Executive summaries that address how the proposed solution addresses the customer’s needs • Proposals that win more deals • Statements of Work that clearly set customer expectations • Implementation documents that define exactly what the implementation team needs to deliver Content Management and Automation Document content is stored and managed in the SDA Library Manager. Products and services are managed in SDA’s Part Master and can be associated with document content so that the content is auto-included in proposals, statements of work and other outputs. Management and Reporting with SDA Dashboard Our browser-based SDA Dashboard provides file management and sales and management all from one view. The Dashboard shows the quoted activities within the sales pipeline – and at what stages – and provides the launching point for creating and updating quotes. The Dashboard houses all your reporting needs, allowing you to: filter quote and opportunity data, forecast sales, export data to Excel for reporting, and create customized views of quote and opportunity data. Mobile and Offline Access SDA is comprised of both desktop and cloud components. The desktop components include Microsoft Excel and Word. We’ve architected SDA so that many tasks can be accomplished offline, including quote creation, product/service configuration and document generation. Once a user is back online with the internet, quote and output files are automatically pushed to central locations – including Microsoft SharePoint, network drives or cloud drives – and quote/opportunity data is pushed to the cloud-based SDA Dashboard. Mobile devices such as smartphones and tablets can be used to access and use the SDA Dashboard, or to manage quote files and document outputs in SharePoint. Integrated with Familiar Tools SDA integrates with Microsoft SharePoint, DocuSign, and Salesforce. We also can integrate with manufacturer and distributor tools for importing pricing and configurations, CRMs, back office solutions utilizing export functionality and custom direct integrations. Updateable and Customizable SDA’s modularity makes it easy to update and refine. Each SDA component can be updated independently of the other, allowing subject-matter experts to make changes to appropriate content modules. These can then be assembled together just before a combined update is distributed to users.

This solution is ideal for sales professionals that want to spend more time selling and closing deals and less time authoring documents. If you are tired of searching through old documents for the best content, tired of cutting and pasting, and tired of struggling with formatting problems, then our Internet-based system, Sales Document Builder, is the perfect solution for you.

ProposalAI is a purpose-built solution designed specifically for GovCon and AEC firms to streamline and elevate the proposal development process. By combining the power of artificial intelligence, domain expertise, and a customized workflow, ProposalAI helps organizations reduce proposal writing time by up to 70% and proposal costs by up to 30% — without compromising quality or compliance. Built for business leaders, business development professionals, and proposal managers, ProposalAI empowers teams to do more with less, accelerating growth and improving win rates through smarter, faster, and more consistent proposal generation. At the heart of the platform is Champ, ProposalAI’s intelligent assistant. Champ acts as your virtual SME, strategic analyst, and marketing partner — ready to answer complex questions, provide actionable insights, and generate tailored, high-quality proposal content that reflects your firm’s unique expertise and client voice. With ProposalAI, GovCon and AEC organizations can modernize their proposal operations, enhance collaboration, and deliver winning proposals with confidence.

Managing documents in Salesforce shouldn’t be challenging - it should be seamless, scalable, and efficient. Yet, many businesses struggle with limited storage, scattered file management, slow document workflows, and security concerns. That’s why 1,000+ Salesforce customers across multiple industries trust XfilesPro to revolutionize their document management. With an advanced document management platform, XfilesPro solves complex document challenges in Salesforce, including storage, collaboration, security, and lifecycle management. Salesforce File Storage Management: Free up Salesforce file storage space by automatically moving files to SharePoint, OneDrive, Google Drive, and AWS S3 - without losing accessibility. Document Security & Collaboration: Secure all your business documents with role-based access controls, audit logs, and sharing restrictions. Enhance document collaboration & accessibility with document folders, easy sharing, syncing, tagging, versioning, etc. Effortless Document Generation: Automate document creation within Salesforce along with complete lifecycle management, ensuring faster processing, accuracy, and consistency. With AI-powered capabilities, feature-rich applications, and top-tier customer support, XfilesPro ensures that your document management isn’t just efficient - it’s a competitive advantage. Let’s transform how you handle documents in Salesforce. XfilesPro isn’t just about documents - we offer a complete data management suite for Salesforce and other AI-powered applications. Explore other XfilesPro products: ✔ DataArchiva Archive - Compliant & cost-effective data archiving (native & external cloud) ✔ DataArchiva Backup - Automated data, metadata, file backup (external cloud) ✔ Xmailbox - Virtual mailbox for Salesforce, powered by AI ✔ Xtract - Effortless data extraction & OCR app, powered by AI More info: www.xfilespro.com

123Proposal Automation Software, Inc. (123PAS.com) specializes in Proposal Automation. 123Proposal has designed tools that work with the Microsoft® Office Suite, specifically, Word and Excel, to Automate Critical Parts of the Proposal Process.

1ClickBusiness is an online business proposal and invoicing software.