Proposal software is a vital tool for small businesses. It helps you create, manage, and track your proposals more effectively.
In fact, 61% of proposal managers said they use proposal software to improve their content storage, whereas 57% said that proposal software helps them save time.
The best proposal software for small businesses is the one that fits your specific needs.
To help you choose, we’ve compiled a list of the 7 best proposal software options available.
Let’s dive in.
What Are the Best Proposal Software for Small Businesses?
Here is my list of the best proposal software for small businesses.
1) Jotform
Overview
Jotform is an intuitive and easy-to-use proposal software for small businesses.
It offers a wide range of features, including creating custom proposals, collecting payments, and tracking customer interactions.
Jotform is best suited for businesses that want to create professional proposals quickly and easily.
Its simple interface makes it ideal for small businesses that don’t have a lot of time or experience creating proposals.
And its wide range of features makes it an excellent choice for businesses that want to do more than just create proposals.
With Jotform, businesses can collect payments, track customer interactions, and even create custom forms.
This makes it a great choice for businesses that want to streamline their proposal process and do more than just create proposals.
Benefits
- Jotform’s drag and drop form builder makes it easy to create custom proposals.
- Connects with a wide range of apps and services, making it easy to collect payments and track customer interactions.
- Provides real-time notifications, so businesses can stay up-to-date on customer interactions.
- Catalog of 300+ templates makes it easy to create professional proposals quickly.
- Build apps and forms with no coding required.
Pricing
Jotform offers three pricing plans:
- Starter: Free
- Bronze: $29/month
- Silver: $39/month
- Gold: $99/month
2) Prospero
Overview
If you’re looking for the best proposal software that is easy to use and versatile, Prospero is a great option.
This software is designed specifically for small businesses, making it a good choice for companies who are just starting out or don’t have a lot of experience with proposal writing.
Prospero is also great for quickly and easily creating proposals, which can be important when trying to win new business.
The Prospero template library offers a wide range of templates to choose from, so you can find the perfect proposal for your business.
Propsero also integrates with various other software programs, making it easy to create proposals that include graphics, videos, and other multimedia elements.
Overall, Prospero is an excellent choice for small businesses that need a reliable and easy-to-use proposal writing tool.
Benefits
- Prospero has over 35 templates to choose from, making it easy to find a proposal that fits your business.
- You can track your proposals and see how they’re doing.
- Digital signature makes it easy to get approvals.
- You can add team members and collaborate on proposals.
- Integration with QuickBooks, FreshBooks, Stripe, Zapier, and Integromat make it easy to create proposals with multimedia elements.
Pricing
Prospero offers a 14-day free trial, after which you can pay $10/month for unlimited proposals or $8/month billed annually.
3) HoneyBook
Overview
HoneyBook is an online proposal software best suited for small businesses that want to track their proposal progress.
It offers various features, including drag-and-drop templates, custom branding, and online signatures.
HoneyBook also integrates with other business software, making it easy to manage your proposals and invoices all in one place.
HoneyBook is perfect for small businesses who want to create professional proposals quickly and easily, businesses who want to integrate their proposal process with other business software, and people who need to customize their proposals with their branding.
All in all, HoneyBook is a great proposal software for small businesses who want an easy-to-use and professional solution.
Benefits
- HoneyBook combines invoice, contract, and payment processing features in one place, making it an all-in-one solution for small businesses.
- Easy and secure digital payments make it easy for clients to pay for proposals.
- Robust tracking and reporting features for proposals let you know how your proposals are performing.
- Customizable templates and branding make it easy to create professional proposals that match your business’s style.
- Automatic content creation allows you to quickly create proposals from existing client data.
Pricing
HoneyBook offers a free trial and three pricing plans:
- Limited: $9/month
- Unlimited: $39/month
- Unlimited Annual: $390/year
4) Better Proposals
Overview
Are you looking for the best proposal software that can take your small business to the next level? If so, then you should consider Better Proposals.
This software is designed for teams and offers all-in-one contracts, invoices, and quotes.
In addition, it uses AI and automatic suggestions to help you create proposals that are both professional and accurate.
Better Proposals differs from other proposal software in that it’s geared towards teams.
If you’re looking for software that can help you manage contracts, invoices, and quotes all in one place, then Better Proposals is the best option for you.
Better Proposals also offers a wide range of features, including the ability to create proposals quickly, customize your proposal templates, and track the progress of your proposals.
Overall, Better Proposals is an excellent choice for small businesses who want the best proposal software that can help them manage their business operations more effectively.
Benefits
- Better Proposals is your one-stop shop for all things proposal-related, including contracts, invoices, and quotes.
- The software uses AI and automatic suggestions to help you create accurate and professional proposals.
- Better Proposals is geared towards teams, making it the perfect option for businesses that want to manage contracts, invoices, and quotes all in one place.
- Safe digital payments and invoicing.
- The automated form builder speeds up the proposal creation process.
Pricing
Better Proposals offers a range of pricing options, depending on your needs:
- Starter: $19/user/month
- Premium: $29/user/month
- Enterprise: $49/user/month
5) Proposify
Overview
Proposify is one of the best proposal software for small businesses. It’s easy to use and helps you create beautiful proposals quickly.
The best thing about Proposify is that it’s tailored specifically for small businesses. This means that it’s affordable and easy to use.
You don’t need any design experience or special software to create beautiful proposals with Proposify.
Another great thing about Proposify is that it integrates with a wide range of CRMs, including Salesforce, HubSpot, and Pipedrive.
This makes it easy to keep track of your proposals and quickly get started on new ones.
If you’re looking for proposal software that’s easy to use and affordable, Proposify is a great option.
Benefits
- Proposify’s content library has a wide range of proposal templates to choose from.
- Proposify integrates with a range of CRMs, making it easy to keep track of your proposals.
- The software’s design editor allows you to create beautiful proposals quickly and easily.
- Proposify provides its users with metrics to track the success of their proposals.
- The software is affordable and easy to use.
Pricing
Proposify offers three pricing plans, which are as follows:
- Free Plan: Free
- Team Plan: $49/user/month
- Business Plan: $590/month
6) PandaDoc
Overview
PandaDoc is a cloud-based software that allows users to create, send, sign, and track proposals.
It’s simple to use and offers many features, such as the ability to create custom templates, e-signatures, and online payments.
Plus, it integrates with a lot of other software platforms, such as Salesforce and Asana.
What I liked most about PandaDoc is how user-friendly it is.
The templates are easy to customize, and the built-in e-signature feature makes it easy for clients to sign proposals.
Plus, the tracking features are great for keeping tabs on proposal status and ensuring that everything goes smoothly from start to finish.
PandaDoc is best suited for small businesses that want the best proposal software that is easy to use and affordable.
The software offers many features and integrates with a lot of other software platforms, making it an excellent option for businesses that want to get the most out of their proposal process.
Benefits
- PandaDoc integrates with 30+ software platforms, including Slack, Google Drive, HubSpot CRM, and more.
- Users can create, send, and eSign proposals with ease.
- Simplified workflows make it easy for everyone on your team to use PandaDoc.
- Robust tracking features let you keep tabs on proposal status and ensure a smooth process from start to finish.
Pricing
PandaDoc has a freemium pricing model, with a few paid features such as online payments and the ability to send proposals to an unlimited number of recipients.
Here’s a breakdown of PandaDoc’s pricing plans:
- Free eSign: Free
- Essentials: $29/user/month
- Business: $59/user/month
- Enterprise: Contact PandaDoc for custom pricing
7) Qwilr
Overview
Qwilr is quickly becoming one of the best proposal software for small businesses.
It’s a cloud-based platform that makes it easy to create, share and manage proposals and other sales documents.
Qwilr is perfect for businesses that want to create beautiful and professional proposals without having to learn complex design software.
The best thing about Qwilr is that it’s so easy to use. You can create a proposal in minutes, and there are a variety of templates to choose from.
Plus, you can easily customize your proposals with text, images, and videos.
And because Qwilr is cloud-based, you can access your proposals from anywhere, anytime.
Qwilr is also great for businesses that need to share proposals with clients.
You can easily send proposals as PDFs or interactive Web pages, and you can track who’s viewed and downloaded your proposals.
Qwilr is perfect for businesses of all sizes, but it’s especially well suited for small businesses that want to create professional proposals without spending a lot of time or money.
Give Qwilr a try and see how easy it is to close more deals with beautiful proposals.
Benefits
- Qwilr’s powerful editor makes it easy to create beautiful proposals that stand out.
- Templates make it easy to get started, and you can easily customize your proposals.
- Drag-and-drop elements make it easy to add images, videos, and other content.
- Share proposals as PDFs or interactive web pages.
- ROI calculator helps you track the success of your proposals.
Pricing
Qwilr offers two pricing plans:
- Business: $35/user/month
- Enterprise: $590/month (includes 10 users)
What Is Proposal Software?
Proposal software is a computer program that helps you create, manage, and deliver proposals.
It can help you track customer interactions, gather proposal data, and create custom templates to speed up your process.
Proposal software streamlines the process of creating proposals and helps you get them in the hands of your customers quickly.
It can also help you track the success of your proposals so you can improve your closing rate.
There are many different types of proposal software available, so it’s important to find one that fits your business’ needs.
Some of the most important factors to consider include:
- The features offered by the software
- The price
- How easy the software is to use
- The quality of customer support
When choosing a proposal software, it’s important to make sure that the program has all the features you need to create winning proposals.
Look for software that includes:
- A template library with pre-made templates for common proposals
- A word processor to create custom proposals
- A data management system to track customer interactions
- A graphics editor to create professional-looking proposals
- A delivery system to send proposals electronically or by mail
Price is also an important consideration. Some software can be expensive, but there are many affordable options available.
It’s important to find software that fits your budget without sacrificing quality.
Ease of use is another key factor to consider.
The best proposal software should be easy to learn and use, with a simple interface that makes it easy to input data and create proposals.
Customer support is also important, especially if you have questions about how to use the software or need help with a particular project.
Make sure to test out different software programs before making a final decision. Try the software out for yourself to see if it has all the features you need and is easy to use.
You can also ask other businesses about their experience with different proposal software programs.
The best proposal software can help you win more business and make the process of creating proposals easier than ever before.
So don’t wait, find the right program today and start creating winning proposals!
Summary
Small businesses need proposal software to create, manage and track proposals more effectively in order to close more deals.
The best proposal software for small businesses is the one that fits your specific needs, so it’s important to do your research before making a purchase.
In this article, we’ve compiled a list of the best proposal software programs available and highlighted some of the most important factors to consider when making your decision.
Thanks for reading!
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