Proposal Management Systems

Proposal Management

What is Proposal Management Systems?

Proposal Management Systems allow sales organlizations to more easily and efficiently manage their Request for Proposal creation and approval process. Proposal Management software will allow users to easily generate RFPs using pre-approved templates and workflows, as well as provide a means to manage and respond to next steps along the sales process.

Common Features

  • E-Signature
  • Tasks and Workflow Management
  • Templates
  • Notifications
  • Integrations
  • Redlining
  • Pricing Estimate
  • Document Management
  • Dashboard and Analytics
  • Contract Management
  • Proposals and SOWs
  • Share & Track
  • Content Residency
  • Smart Layouts
  • Project Management Workflow
  • Artificial Intelligence Engine

Top Proposal Management Systems

2023 Data Quadrant Awards

2024 Emotional Footprint Awards

At SoftwareReviews, we take pride in recognizing excellence. Each year, we present the Data Quadrant Awards to top-performing software products based solely on authentic user reviews, without any paid placements or analyst opinions. These awards highlight software products that excel in terms of features, vendor capabilities, and customer relationships, earning them the highest overall rankings.

At SoftwareReviews, we take pride in recognizing excellence. Each year, we present the Emotional Footprint Awards to top-performing software products based solely on authentic user reviews, without any paid placements or analyst opinions. These awards shine a spotlight on software vendors who excel in crafting and nurturing strong customer relationships.

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Products: 7
Next Award: Oct 2024

Top Proposal Management Systems 2024

Qorus Software

QorusDocs

Composite Score
8.4 /10
CX Score
8.7 /10

QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins.

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Pros

  • Helps Innovate
  • Continually Improving Product
  • Performance Enhancing
  • Enables Productivity
Badge Winner
Badge Winner
Proposify Inc.

Proposify

Composite Score
8.2 /10
CX Score
8.3 /10

Proposify is the proposal software that gives you control and insight into the most important stage of your sales process: the close. From design to sign-off, get the confidence and consistency to close your deals.

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Pros

  • Reliable
  • Performance Enhancing
  • Enables Productivity
  • Trustworthy
Badge Winner
Badge Winner
Composite Score
8.2 /10
CX Score
8.3 /10

Responsive (formerly RFPIO) is a cloud-based response management platform and an AI-enabled solution to share knowledge, collaborate, and digitally transform their response processes. Through robust and bi-directional integrations, with an open API, teams can connect their people and improve content quality and accessibility — enabling collaboration without boundaries.

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Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
Badge Winner
Badge Winner
PandaDoc Inc

PandaDoc DMS

Composite Score
8.2 /10
CX Score
8.2 /10

Create, send, track, and eSign client-facing documents designed to win more business. Reduce the amount of time you spend from start to finish on proposals, quotes, and contracts so you can get back to what matters – your prospects and customers. Meet team goals faster and foster improved collaboration with multiple workspaces, performance metrics, and approval workflows. Simplify processes and increase efficiencies across your entire organization when you integrate your existing CRM, payment, and file storage apps into a unified workflow.

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Pros

  • Reliable
  • Performance Enhancing
  • Enables Productivity
  • Saves Time
Docusign

DocuSign

Composite Score
8.2 /10
CX Score
8.1 /10

Use DocuSign to complete approvals and agreements in minutes or hours—not days—from almost anywhere in the world. Quickly and securely access and sign documents. Easily upload and send documents for others to sign. Send reminders and check signing status almost any time.

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Pros

  • Continually Improving Product
  • Enables Productivity
  • Efficient Service
  • Effective Service
Badge Winner
Loopio Inc

Loopio

Composite Score
7.7 /10
CX Score
7.6 /10

Build a response process that scales with your business, improves collaboration, and helps you win more deals.

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Pros

  • Respectful
  • Friendly Negotiation
  • Continually Improving Product
  • Reliable
Composite Score
7.4 /10
CX Score
7.4 /10

Qwilr helps teams create better business documents: easy, fast and beautiful.

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Pros

  • Saves Time
  • Reliable
  • Enables Productivity
  • Effective Service

Cons

  • Under Delivered
  • Commodity Features
  • Leverages Incumbent Status
Upland Software, Inc.

Qvidian

Composite Score
7.2 /10
CX Score
7.5 /10

Help teams collaborate to create stand out proposals and RFP responses quickly, shorten sales cycles, track results, and score more wins with Upland's Proposal Management solution, Qvidian.

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Pros

  • Performance Enhancing
  • Enables Productivity
  • Trustworthy
  • Unique Features

Products below are ineligible for awards due to insufficient recent reviews

HoneyBook Inc

HoneyBook

Composite Score
8.5 /10
CX Score
8.5 /10

HoneyBook is the a client experience and financial management platform for independent business owners. By combining tools like billing, contracts and client communication, HoneyBook helps business owners get organized so they can provide top-tier service at every step. Manage projects, book clients, send invoices and get paid — all on HoneyBook.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
Nusii Proposals S.L.

Nusii

Composite Score
8.1 /10
CX Score
8.5 /10

Nusii is online proposal software that has all the features you need to win more clients and get paid quicker.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing