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Ranked on the record · 33 apps

Best Proposal Management Software 2026

From drafting a proposal to getting it approved and signed, the work can span several steps. Compare templates and approval workflows, then consider e-signatures and payment collection if you want recipients to respond or pay through the process. CRM integrations and recipient analytics add other dimensions to review, while free-plan availability and paid-from details help you understand listed costs. PandaDoc, Proposify, and GetAccept are among the options, as are Quotient and Pitchsite. Which features matter most depends on how your team prepares documents, handles review, and tracks recipient activity; use the published comparison points to identify software suited to those needs.

01

PandaDoc

by PandaDoc

It suits individuals and teams that create, send, sign, and track proposals, quotes, or contracts.

Free plan Free trial From $19 a month, billed yearly AndroidiPhone & iPadWebAPI
02

MyProposer

MyProposer may suit people who prepare and share proposals, quotes, contracts, and invoices on the web.

AndroidiPhone & iPadWeb
Record5.8 Visit
04

Create My Proposal

It suits service businesses such as architecture firms, consultants, real estate services, agencies, and B2B vendors that need to create and share proposals.

Web
Record5.2 Visit
05

Proposify

Proposify suits individuals and small teams creating proposals, and growing teams that need CRM integration.

iPhone & iPadWebAPI
Record5.1 Visit
6
Pitchsite

It suits lean agencies, freelancers, and growing agencies that prepare client proposals and packaged offers.

Web $29 a month Record5.0 Visit
7
Storydoc

Storydoc is intended primarily for business professionals, especially sales and marketing teams.

WebBrowser extension $237.60 a year Record5.0 Visit
8
Fresh Proposals

It suits small and medium enterprises that need branded, trackable proposals with signatures, payments and sales analytics.

Web $20 a month, billed yearly Record4.9 Visit
9 WebAPI $39 a month, billed yearly Record4.9 Visit
10 Web Free plan Record4.8 Visit
11
Better Proposals

It suits businesses and freelancers preparing proposals that need signatures, payment collection, client activity tracking, or CRM connections.

Web $13 a month, billed yearly Record4.6 Visit
12 Web — Record4.5 Visit
13 Web $12 a month Record4.5 Visit
14 WebAPI $329 a month Record4.5 Visit
15
GetAccept

GetAccept may suit teams that need electronic signatures, contract management, and client activity tracking.

AndroidiPhone & iPadWeb $25 a month Record4.2 Visit
16
Quotient

It may suit individuals and teams managing proposals and client work who need e-signatures, activity tracking or CRM integrations.

AndroidiPhone & iPadWeb $8 a month Record4.2 Visit
17 WebWindowsLinux+1 — Record4.2 Visit
18
XaitProposal

It suits organizations producing high volumes of complex, high-impact proposals and RFP responses.

AndroidiPhone & iPadWeb+1 — Record4.2 Visit
19 WebWindows $50 a month Record4.1 Visit
20
Loopio

Loopio suits proposal, bid, and response teams handling complex questionnaires and customer requests.

WebWindowsMac+2 — Record4.0 Visit
21
Upland Qvidian

Qvidian is designed for enterprise sales and proposal teams that prepare branded proposals and respond to RFPs.

WebWindowsMac+2 — Record4.0 Visit
22 Web €59 a month Record4.0 Visit
23
ClientPoint

It suits teams that need web-based proposal sharing alongside meetings, messaging, signatures, payments, and client activity reporting.

Web $42 a month Record3.9 Visit
24
Expedience Software

Expedience identifies proposal and capture teams, bid and pursuit managers, government contractors, professional services firms, and enterprise sales organizations as…

WebWindows — Record3.9 Visit
25 Web $29 a month Record3.9 Visit