What do you expect to achieve with the proposal software?

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3. Predefined proposal templates
Whether your team works with Microsoft Word documents or a web-based proposal maker, they are likely starting with a blank canvas for each proposal.

It’s fine if you have unlimited time. However, most teams don’t. Representatives can get proposal templates using proposal software solutions, giving them an edge over the competition when creating proposals.

Instead of starting with a blank screen, they have the structure, key parts, and other key details right in front of them the first time they create a proposal.

A grid of proposal templates for various services: content marketing, interior design, marketing, logo design, and PPC.
4. End-to-end proposal management
Having trouble tracking the progress of your transaction once you've submitted your proposals?

Proposal software can help. It provides a bird’s eye view of your pipelines, allowing you to see where deals are, who’s involved, what needs to be done next, and when to step in to move the deal forward.

The software also allows vendors and customers to monitor the status and development of projects to ensure they are on track with milestones, releases, and other deadlines.

5. Simple signing process
Did you know that e-signatures can increase deal closing rates by up to 465%, while also speeding up the process by about 66%? We didn’t know that either until we looked at the information below.

Image features a mobile screen displaying a digital signature interface with options to draw, type, or upload a signature. Text highlights ease of use and multiple signers.
Electronic signatures, to no one's surprise, eliminate sales resistance by making it easier for the prospect to formally close the deal.

The best part is that you don’t have to leave your proposal app to use them. The best proposal software solutions include built-in e-signature capabilities, allowing your salespeople to sign deals as easily as they submit proposals.

6. Proposal Automation
If your sales staff isn’t already personalizing each prospect’s sales pitch, they should.

On the other hand, gathering contact information from previous documents and emails, pricing information from the project manager, and appointment availability from their schedules into a new proposal is time consuming and error prone.

Proposal automation can save your team time by automatically pulling data from other parts of your business and inserting it directly into proposals.


Individual perceptions and requirements can determine which software is best for proposals. Consider where you encounter the most problems in the proposal process before looking for proposal software or solutions.

Maybe you need to produce extremely complicated proposals and waste precious time doing so, and that approach needs to be improved. Or maybe it's the other way around and instead of submitting proposals, you'd like to improve the management and optimization of proposal content.

Fortunately, most of the best proposal software can assist you and your business in two aspects: proposal creation and proposal management.

Creating the proposal
What technologies or resources do you currently use to submit proposals?

As a replacement for these resources, you can use proposal software that allows you to generate proposals online. You can gather critical resources, specify the project scope, and develop timelines with virtual proposal tools to impress your clients.

Proposal Management
Once you have completed the difficult task of writing the proposal, it is time to deliver the proposal to the client and, ideally, close the transaction.

The best proposal software can assist you with a variety of components at this stage of the sales process, all with the goal of optimization and efficiency.

What kind of software are you currently using that can be i vietnam news latter ntegrated into your proposal software?
It’s time to start analyzing your choices now that you understand what to look for.

Since there are a wide variety of proposal software options available, each with its own set of features, benefits, advantages, and disadvantages, it is essential to make an informed decision.

Here are some of the best proposal software solutions available to help you find the most relevant option for you.

Payment Software
You can choose to include an invoicing option in your proposals to make it easier for your customers to complete payment for your solutions. The total amount due is calculated automatically.

Invoicing software
Through an integration like QuickBooks Online , you can easily transition all your clients to your proposal software with just one click of the mouse.