Proposal ID

Proposal ID Alternatives & Competitors

Looking for alternatives to Proposal ID? Tons of people want Proposal software. What's difficult is finding out whether or not the software you choose is right for you.

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Top 20 Alternatives & Competitors to Proposal ID

    #1
    #1
  1. Conga Document Generation

    (338)4.4 out of 5
    Optimized for quick response
    Conga Document Generation makes it easy for Salesforce.com users to create sophisticated documents and reports using their data in Salesforce CRM with just a few clicks.
  2. Conga Document Generation makes it easy for Salesforce.com users to create sophisticated documents and reports using their data in Salesforce CRM with just a few clicks.

    Conga Document Generation review by Claire J.
    "Allow users to concentrate on the details that matter, not creating/formatting a report: Conga Composer, along with Conga Workflow and Conga Conductor, save me so much time every report cycle. I can automate the generation of well formatted, consistent documents on a regular basis, allowing me to concentrate on other tasks. I can also provide my Salesforce users templates so they can create identical, record specific documents with no effort - allowing them to concentrate on the details within rather than what the output looks like."
    #2
    #2
  3. PandaDoc

    (313)4.4 out of 5
    Optimized for quick response
    PandaDoc is an app that lets you build, track, and sign your docs all in one place. Automate your workflow, discover what sells with built-in analytics, and get legally binding signatures in minutes.
  4. PandaDoc is an app that lets you build, track, and sign your docs all in one place. Automate your workflow, discover what sells with built-in analytics, and get legally binding signatures in minutes.

    PandaDoc review by Maria M.
    "Pandadoc delivers great convenience when managing documentation : Its process tracking tool for tasks allows us to always keep track of their progress. Pandadoc offers a varied and dynamic workflow management, which can be managed even without the need to be connected to the internet. We like that it allows to work the processes of payment of comfortable way, and that its file converter shows fast results. In addition, it has an excellent contacts and documents manager. "
    #3
    #3
  5. Conga Contract Management

    (294)4.2 out of 5
    Optimized for quick response
    Conga Contract Management is a solution that streamlines the contract creation and management process.
  6. Conga Contract Management is a solution that streamlines the contract creation and management process.

    Conga Contract Management review by Bill P. B.
    "Realization of all types of contracts, easy and fast.: I like Conga, because it can help me to make all kinds of contracts, in a faster and more efficient way, thanks to its templates, fully configured, and ready to solve all kinds of uses of these commercial categories, besides, I can not only create everything type of custom contracts, if not follow-up, clear and concrete of each one of them, which facilitates and avoids me and hours of work, looking for the information on each person, so I can know all the process that is being carried out through timely follow-up to all contracts that are being carried out, I can see all kinds of statistics and endless data, of what I want to see of each contract, in real time, and contact the manager of each project if so I see it necessary, by email, chat or phone. "
    #4
    #4
  7. Qwilr

    (284)4.5 out of 5
    Optimized for quick response
    Save time and win more work by replacing your sales documents with interactive & mobile-friendly webpages that plug into your systems and are as easy to build and reuse as they are beautiful.
  8. Save time and win more work by replacing your sales documents with interactive & mobile-friendly webpages that plug into your systems and are as easy to build and reuse as they are beautiful.

    Qwilr review by Jeff N.
    "Best of breed in its space, which is broader than proposals.: Qwilr is a great Apple-like product with great customer service. It just works and works very well, like a clean, elegant Apple app. It reminds me of Apple's iWeb: WYSIWYG, intuitive, and it just works the way it's supposed to. It's very stable. It has some great native integrations with the best apps in a number of functional categories, except for PayPal, as well as integration with the Zapier network for further integrations, making it an almost ideal hub for web content creation, storage, and publishing for your online documents. Qwilr has native integrations with Google Adwords, Google Maps, Google Sheets, Google Forms, Typeform, Calendly, Crisp, Pipedrive, Xero, and several others, as well as third-party integrations with the Zapier network of the most popular web apps."
    #5
    #5
  9. Nintex Drawloop DocGen® for Salesforce

    (239)4.2 out of 5
    Optimized for quick response
    Nintex DocGen™ for Salesforce, formerly referred to as Nintex Drawloop, simplifies document creation in Salesforce using the same data and documents you use today. Quickly and easily merge data into any combination of Word, Excel, PowerPoint or PDF document templates.
  10. Nintex DocGen™ for Salesforce, formerly referred to as Nintex Drawloop, simplifies document creation in Salesforce using the same data and documents you use today. Quickly and easily merge data into any combination of Word, Excel, PowerPoint or PDF document templates.

    Nintex Drawloop DocGen® for Salesforce review by Mohammed A.
    "Extremely easy to use: DocGen has been boon for us. Especially when we are short of development time and need to roll out a new document or update changes. We don't have to depend on the developers or consultants to develop, test and release the Visualforce Page. All it takes is a few clicks and its done. It is as simple as editing a word document."
    #6
    #6
  11. Proposify

    (218)4.7 out of 5
    Optimized for quick response
    Proposify helps sales teams streamline the process of creating, sending, and closing proposals, quotes, contracts, and other sales documents. It’s the simple way to deliver beautiful, winning proposals to your clients.
  12. Proposify helps sales teams streamline the process of creating, sending, and closing proposals, quotes, contracts, and other sales documents. It’s the simple way to deliver beautiful, winning proposals to your clients.

    Proposify review by Holly Z.
    "I am a big fan!: I teach a sales training class about the modern buying process and turnaround speed and personalization are critical - and since I personally use Proposify, I am able to practice what I preach! Proposify makes it so easy to build, tailor and tweak proposals that can really help you stand apart from your competitors - and you can get them out quickly! I also LOVE the analytics - it always helps me know who is serious about me vs who is just beginning to shop. "
    #7
    #7
  13. GetAccept

    (206)4.5 out of 5
    GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features.
  14. GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features.

    GetAccept review by Lisa L.
    "Easy tool to get your proposition signed: Using GetAccept is a lot faster than having to wait for your clients to print, sign and scan your sales proposition. The ability to sign directly on mobile is a definite plus, and has helped me get a proposal in only a few hours when the old way would have taken a few days. It's also great to follow-up and see if your clients has even opened the proposition and what pages they looked at."
    #8
    #8
  15. ClientPoint

    (191)4.5 out of 5
    Proposal software for consistent, rapid proposal creation. Manage your reps pipelines and track what your clients viewed with proposal analytics.
  16. Proposal software for consistent, rapid proposal creation. Manage your reps pipelines and track what your clients viewed with proposal analytics.

    ClientPoint review by Robert H.
    "Great for repeat tasks: Templates make sending out consistent proposals. Tracking makes it very easy to see when they were open and by whom. I am able to have Paperless Proposal integrate with my CRM software and am able to track progress of different projects as they develop. I cover a large territory, and one thing that is VERY nice is if I am an a situation that does not require me to visit a client to drop off a submittal, I can send them a Paperless Proposal LINK, and not get in the car. The link is VERY important, as some of my proposals can be quite large, with high quality images, and be too large to send ans an attachment. Templates are where I like this product the most. I am able to utilize a few different templates, and get everything in order before I send them to the client, ensuring I miss nothing. "
    #9
    #9
  17. QuoteWerks

    (174)4.3 out of 5
    QuoteWerks is a turn-key quoting and proposal solution with over 80,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes
  18. QuoteWerks is a turn-key quoting and proposal solution with over 80,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes

    QuoteWerks review by Shelby D.
    "quotewerks - Moderate: I like the ease of use and how the product ties into our other softwares and helps to manage our configurations for renewals. We use connectwise so it integrates well with it. It also pull all information from the vendors that we have linked through it. The product makes delivery quotes, proposals, scopes of work, renewals, and other sales packets easy."
    #10
    #10
  19. Oracle CPQ Cloud (BigMachines)

    (152)3.8 out of 5
    Oracle CPQ Cloud (Configure, Price, and Quote) helps you sell faster, easier, and with greater accuracy—from anywhere.
  20. Oracle CPQ Cloud (Configure, Price, and Quote) helps you sell faster, easier, and with greater accuracy—from anywhere.

    Oracle CPQ Cloud review by Adam P.
    "CPQ Cloud Quoting Experience: I like the flexibility of the way that the upload process while quoting. As we do not store any products in CPQ (yet) using the CSV upload process is seemless."
    #11
    #11
  21. ConnectWise Sell

    (129)4.0 out of 5
    ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting platform that accelerates the quote-to-cash process and enables it to run smoothly. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.
  22. ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting platform that accelerates the quote-to-cash process and enables it to run smoothly. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.

    ConnectWise Sell review by Nick N.
    "A lot of great features, but missing a few quality of life features. : I love that you can duplicate quotes, this makes doing similar quotes way faster. It integrates really well with Connectwise which makes product conversions that much easier. The alert system that emails me when a quote is opened and approved is really nice for me since I am often not in the office. The PDF to the side of the quote is really nice when there is an issue with the clients receiving my emails. I can just download the PDF and send it as a attachment. This isn't the greatest way to do it, but I like that the option is available to me. I also love the mobility of the cloud platform. i can be at the office and work on a quote, then head home and bring that quote up instantly. Works great across platforms. "
    #12
    #12
  23. DocSend

    (98)4.7 out of 5
    Optimized for quick response
    DocSend tells salespeople how prospects engage with their sales material. Have the right conversation, with the right person, at the right time, and do business faster.
  24. DocSend tells salespeople how prospects engage with their sales material. Have the right conversation, with the right person, at the right time, and do business faster.

    DocSend review by Lindsey S.
    "Great At Sending Docs.... Bad At Everything Else: I like that I can send out documents to people and track them. It also shows you which slides people were viewing and how much time they spent on each slide. This is handy especially for sharing large files that can't be emailed due to size. "
    #13
    #13
  25. RFPIO

    (89)4.8 out of 5
    RFPIO is a cloud-based RFP software that eliminates the friction often associated with responding to Requests for Proposal (RFPs), through a no-nonsense set-up, simple and intuitive user interface, and robust integrations with Salesforce and Slack.
  26. RFPIO is a cloud-based RFP software that eliminates the friction often associated with responding to Requests for Proposal (RFPs), through a no-nonsense set-up, simple and intuitive user interface, and robust integrations with Salesforce and Slack.

    RFPIO review by Lori C.
    "The Platform - and the People - make this RFP software the only one to choose!: RFPIO is incredibly user-friendly, and the addition of artificial intelligence to the knowledge base allows it to learn and evolve the more we use it (currently for our Public Sector proposals). The software, in conjunction with the extraordinary support provided by their staff, provides us with new and valuable insights into our RFP process, enabling us to achieve outstanding results! New features are added regularly, along with real-time training and support for those features. "
    #14
    #14
  27. DealHub.io

    (88)4.8 out of 5
    Optimized for quick response
    Easy to set up and easy to use, DealHub award-winning Sales Engagement and CPQ platform lets you share relevant content, quickly produce error-free quotes, track buyer engagement and automate sales workflows and approvals. DealHub is fully native within Salesforce and Microsoft Dynamics CRM.
  28. Easy to set up and easy to use, DealHub award-winning Sales Engagement and CPQ platform lets you share relevant content, quickly produce error-free quotes, track buyer engagement and automate sales workflows and approvals. DealHub is fully native within Salesforce and Microsoft Dynamics CRM.

    DealHub.io review by aaron s.
    "CPQ for Fast Growth Sales Team: Easy to use. Easy to make changes to the playbook. Saved me time in sending quotes and creating different quote versions. Our Management team typically approve price adjustments within minutes as oppose to hours."
    #15
    #15
  29. Loopio

    (84)4.8 out of 5
    Optimized for quick response
    Loopio’s response software streamlines the way enterprises respond to RFPs, RFIs, and Security Questionnaires. Why dig through past proposals, chase subject-matter experts, and spend hours updating old content when Loopio can help automate this for you.
  30. Loopio’s response software streamlines the way enterprises respond to RFPs, RFIs, and Security Questionnaires. Why dig through past proposals, chase subject-matter experts, and spend hours updating old content when Loopio can help automate this for you.

    Loopio review by Morey J.
    "Loopio is our Source of Truth: Loopio has given us the ability to capture institutional knowledge that historically was dispersed throughout other systems, previous projects, and email/slack. We're seeing more success with Loopio Magic and currently see about 17% of each project completed through automation."
    #16
    #16
  31. Proposable

    (73)4.3 out of 5
    Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals, to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.
  32. Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals, to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.

    Proposable review by Jennifer N.
    "A good system for business development teams and professionals: I like that I can pull together a proposal quickly from my templates and the content library I've built over the years. I can also easily access a proposal from the system. Real-time notifications when the proposal is viewed or commented on is very helpful. "
    #17
    #17
  33. Huddle

    (69)4.1 out of 5
    Huddle makes it easy to create secure, cloud-based Workspaces where you can collaborate on documents with teams and clients.
  34. Huddle makes it easy to create secure, cloud-based Workspaces where you can collaborate on documents with teams and clients.

    Huddle review by Ollie N.
    "Keep your work area organized and manage each of your activities with Huddle.: It has been a privilege to have Huddle and to stay out of complex processes with applications that affected us in the time factor, resorting to training. We have found a tool that gives us the confidence to share, create, modify and manage each of our tasks and with a first class support. It gives a fluid work environment in which you can interact under any edition or integration for any activity."
    #18
    #18
  35. RFP360

    (51)4.4 out of 5
    Optimized for quick response
    Whether you're an RFP Issuer (Procurer) or a Responder (Vendor), RFP360 is end-to-end online RFP management software that improves the process -- and results. For everyone.
  36. Whether you're an RFP Issuer (Procurer) or a Responder (Vendor), RFP360 is end-to-end online RFP management software that improves the process -- and results. For everyone.

    RFP360 review by Sean C.
    "RFP 360 is a huge time saver that allows me to bring efficiency to an otherwise inefficient process: The ability to task out questions and answers to other individuals across my company (or even external partners) really facilitates successful collaboration. I can make sure that certain teams (like marketing or security, for example) are routinely reviewing content that is old or in need of an update with a few clicks. I can identify which responses have received the most attention and determine why that is. Things are always changing and so it's nice to have the product also being proactively engaged in outreach. I also love how responsive the support and account teams have been. I am in sales and constantly on the phone, responding to questions and leading product calls. I understand the need for organization and responsiveness. I'm happy to say that my account manager works very closely with me to enable our success. She always answers my questions and will hop on a call to help me out when needed. "
    #19
    #19
  37. KBMax

    (50)4.4 out of 5
    Optimized for quick response
    KBMax is Cloud CPQ with 3D UI & CAD Automation
  38. KBMax is Cloud CPQ with 3D UI & CAD Automation

    KBMax review by Vincent P. W.
    "KBMax - Cloud quotes software.: KbMax is a tool that helps us strongly with the creation of quotes that require 3D designs for our customers, we can create all kinds of animations and products at scale, this allows us to offer our customers a better offer of our products, thanks to the 3d models we can make, where we show customers the most complex details of certain products, which are only sold to one type of people, different companies, hire our services, to make designs of all kinds, from models to scales of machines and tools, previously it was difficult to offer this type of service, since software design automation and different types of applications, do not have the features that KB max has, which makes it a software totally dedicated to this type of tasks."
    #20
    #20
  39. Verenia

    (41)4.4 out of 5
    Verenia provides organizations with leading CPQ and B2B ecommerce solutions that are tailored to simplify the buying and selling processes across all channels and allow businesses to align with expectations of modern customers.
  40. Verenia provides organizations with leading CPQ and B2B ecommerce solutions that are tailored to simplify the buying and selling processes across all channels and allow businesses to align with expectations of modern customers.

    Verenia review by Melissa F.
    "Very visual and great for customer use.: The ability for customers to be able to go through and configure a product on their own so we can import that directly into an order without having to re-key. We have so many customers that love this new tool that we offered to them so they can build their products and see pricing change as they go through the process of building. We have had a lot of positive feedback from our customers. Great for quoting customers as well as they can just use the quote we build and send it back it they want to order and we have it built already so we just download and import!"