Business Operations Software · Customers & sales
Proposal Software
Software for creating, sending and tracking proposals and quotes with templates, pricing tables and e-signatures.
What it does
- Templates and content library
- Interactive pricing tables
- View tracking
- E-signature
- CRM integration
Who uses it
Agencies, contractors, consultants and B2B sales teams.
Well-known examples
PandaDoc · Proposify · Qwilr · Better Proposals
Buy, build or connect?
Document Automation, PDF Generation & E-Signatures
Generate proposals, contracts, work orders, certificates and reports automatically from your data, and collect e-signatures without printing.
AI Quoting & Estimating Tools
Turn photos, measurements, drawings and notes into accurate draft quotes in minutes, using your pricing rules, with your team approving every number.
Questions about proposal software
What is proposal software?
Software for creating, sending and tracking proposals and quotes with templates, pricing tables and e-signatures.
How is AI changing proposal software?
AI writes first drafts from discovery-call notes and past winning proposals.
Need proposal software set up, connected or built?
Tell us what you use today and what you need it to do. We will tell you honestly whether to buy, build or connect, with a fixed quote.
- Big projects and small ones are all welcome
- Fixed-price quotes, no surprise invoices
- You own your code, data and accounts
- A client portal to track progress, invoices and payments
- Rooted in Wisconsin, serving businesses nationwide