Sales proposal automation software is a productivity system that helps sales professionals to easily produce precise and customized proposal documents. They can then submit the proposal to clients as a paper copy, an electronic file, or via a link to an online proposal. Some software apps of this type also inspect proposal documents to ensure brand and legal compliance. The advantage of this platform is you don’t have to create proposals from scratch or copy standard proposal language and related info into a new document. Proposal automation software also manages formatting using templates or branding rule logic to help you create professional documents without wasting time on layout, fonts, spacing etc. Thus, this solution gives both brand consistency and convenience. Start by checking our leader DocSend, and other recommended solutions in this category.
Top 13 Most Popular Sales Proposal Automation Software
PadnaDoc is the winner of Expert's Choice Award. It's a feature-rich online document management and collaboration solution for professionals, SMBs and enterprises. Read Reviews
xSellco Repricer is one of the three popular business modules of this company, in charge of real-time reprising, competitor and margin pricing which helps business increase profits. Read Reviews
BQool Repricing Central is a repricing tool for Amazon merchants designed to automatically reprice their items based on pre-set definitions. Read Reviews
DocSend is a software tool that tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on. Read Reviews
Proposify helps you write and design stunning proposal documents, collaborate with team members, and keep track of new business you pitch. Read Reviews
Comprehensive sales tool for automating documentation, and a web-based solution to help organizations create, organize, send and track proposals with ease. Read Reviews
Qwilr is a software tool that combines the ease of document creation with the power and beauty of websites. Qwilr Pages are data rich, interactive, and dynamic. Read Reviews
BlueprintCPQ provides powerful CPQ software that enhances the whole “lead to order” process for businesses to adopt modern practices quickly and easily. Read Reviews
How To Choose The Best Sales Proposal Automation Software
Sales proposal automation software helps you to create proposals quickly and easily and deliver them in a convenient format to your clients. Therefore, it is essential to select the best sales proposal automation software to save time and improve efficiency. However, this can be a difficult task as there are scores of programs out there. We come to your aid by giving you practical tips and hints to help you do educated comparisons to pick the best sales proposal automation software for your company needs.
Get to know each product with free trial
An ideal way to begin your search is to sign up for the free trials or demo offered by leading sales proposal automation software providers. This will enable you to check out each product’s main features and other elements without spending any money. You can then opt for a solution that best fits your unique requirements. Find out whether the popular proposal platforms offer a free trial and sign up for them: PandaDoc, Paperless Proposal, Octiv, QuoteWerks, and Proposify. These tools have received impressive rankings in our sales proposal automation software reviews that you can read to get a comparison of their features.
Targeted Businesses
Entrepreneurs and small businesses have simpler needs and they can make do with a one-size-fits-all system.
Large enterprises need customized solutions and advanced functionality for their greater needs and to improve their sales efficiency and productivity.
Examples of Sales Proposal Automation Software
PandaDoc: PandaDoc helps you to create and deliver sales proposals and quotes as well as track presentations and close deals more quickly with legally binding eSignatures. Key features include CPQ functionality, document builder, workflow management, and built-in eSignatures.
Paperless Proposal: A cloud-based enterprise level proposal creation and management system. You can use it to create impressive business quotes, proposals, and contracts in just a few minutes.
Octiv: Enables collaboration and connection across the sales software ecosystem. Octiv improves sales productivity by streamlining workflows between marketing and sales.
QuoteWerks: Create professional proposals and quotes in minutes. QuoteWerks has the simplicity of spreadsheets, with the flexibility, feature set, and robustness of high-end custom solutions.
Proposify: Create attractive proposals, streamline them in the cloud, and get quicker sign-off with online signatures. You can try the software free for 30 days.
Types of Sales Proposal Automation Software
Web-based proposal software
In SaaS proposal management software, you need to import content into the solution. After content is imported, the system acts like a search engine to help you find what you need quickly and easily. The HTML format allows better use of search features such as stemming and full-text searching.
Small business systems
These are one-size-fits-all solutions that are ideal for the basic needs of small businesses and entrepreneurs.
Enterprise systems
These are more customized solutions for the greater needs of large enterprises and include advanced features, robust business logic, and customer support.
Native file format proposal software
Some proposal software store files in their native file format (PDF, Excel, or Microsoft Word). Other web-based proposal systems are starting to store content in the form of HTML.
Key Features of Sales Proposal Automation Software
Look for the following common features in sales proposal automation software tools:
Proposal branding – Allows you to create branding rules and inspect proposals for brand compliance.
Proposal templates –Enablesyou to use templates for standard layouts with variable fields.
Proposal content library updates – You can update standard content and saved proposal language.
Searchable database: Proposals are stored in a central database. You can easily search and locate past proposals in the database.
Guided proposal creation – Recommendations, question flow, and an authoring wizard to help sales professionals create proposals based on the details of the deal.
RFP response and management – You can create proposals based on the requests you receive.
Proposal collaboration – You can collaborate with your colleagues to review and revise proposals. May include automated approval workflows and versioning.
User permissions and editing controls – You can control who views the proposals and who can edit them.
Content tracking – Reporting and analytics features that give insight into proposal content engagement and performance. For example, you can learn what content your clients read and what content helps to close successful deals.
Proposal delivery – Convenient options to deliver proposals to clients such as hard copies, electronic documents (Word, PDF, HTML, RTF) and links to online proposals.
Interactive proposals – Interactive options for clients as they can select from agreements, choose add-ons to upsell themselves, and sign electronic agreements.
Sales proposal workflow – Proposal automation to boost sales efficiency.
Proposal automation user interface – The user interface is simple and easy to navigate for sales professionals and their collaborators even if they do not have technical skills.
Benefits of Sales Proposal Automation Software
Streamlines workflow to enable users to create proposals more quickly and easily.
You can create higher quality proposals that have consistent branding and are more personalized with regard to RFP specifications and contract details.
Another benefit is you can boost sales effectiveness with customized proposals and fast turnaround which can enhance win rate.
Interactive proposals enable your clients to upsell themselves which can increase the deal size and revenue gained without sales professionals needing to put in extra effort.
Latest Trends
No market leaders
Currently, there are no market leaders in the proposal software category because the field is at a nascent stage and too splintered right now. The five apps we have mentioned in our Top Vendors category have good reputation and track records but they do not qualify to be market leaders as of now.
Customized proposal software for specific industries
Companies are preferring to invest in niche apps as they are designed for the business processes and challenges of a specific industry. Plus, organizations don’t have to purchase multiple software systems for project management, sales, and client support, and can instead subscribe to a single niche proposal software solution that covers all their needs.
Potential Issues
Setup hassles
Users of sales proposal software have reported that they faced difficulties while setting up the systems. Particularly, they found it hard to create document templates and a content repository. Software vendors need to recognize this drawback and improve their solutions.
Use of outdated and inaccurate content
All concerned employees such as sales professionals and managers need to use standard templates and the most current version of documents. Otherwise, they can end up using outdated and inaccurate content as well as different versions which will the mar the quality of the proposals.
Branding inconsistencies
Another common challenge faced by sales managers is proposals with branding inconsistencies. Sales professionals need to make good use of proposal management software to ensure the proposals they create have uniform branding and formatting features so that they stand out among the crowd and attract the attention of clients.
List of Sales Proposal Automation Software Companies
Choosing a suitable SaaS product from the scores of good quality apps out there can be a difficult task. To assist you, we have created this quick briefing. Find out if the SaaS provider offers the following advantages:
Reduced Cost: Most SaaS apps are pay as you go, and you don’t have to worry about extra investments for software maintenance or IT resources, upfront licensing fees, or in-house IT employees.
Fast Set-up Time and Minimized Risk: You should be able to implement the SaaS software quickly and easily. Make use of the free trial to learn if the system fits your needs. If you select a wrong system, you can bail out effortlessly with minimum losses.
Customization and Integration: Select a provider that offers a wide range of software packages and modules. You should be able to pay only for the functionality you use to meet the current needs of your business.
Security and Control: The solution should offer robust security. Choose a provider whose databanks are more secure than those in your office to maximize the gains.
The Infrastructure: The vendor should provide the required infrastructure so that you need not host anything in-house or require the support of internal IT resources.
Web Access: Your employees should be able to access data anywhere, anytime. To help them be industrious on the go, choose a provider that offers mobile apps that are compatible with popular operating systems.
Consider all the six important elements mentioned above to choose the right system for your needs.
DocSend is a software tool that tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on. Read Reviews
PadnaDoc is the winner of Expert's Choice Award. It's a feature-rich online document management and collaboration solution for professionals, SMBs and enterprises. Read Reviews
xSellco Repricer is one of the three popular business modules of this company, in charge of real-time reprising, competitor and margin pricing which helps business increase profits. Read Reviews
Proposify helps you write and design stunning proposal documents, collaborate with team members, and keep track of new business you pitch. Read Reviews
Comprehensive sales tool for automating documentation, and a web-based solution to help organizations create, organize, send and track proposals with ease. Read Reviews
RepricerExpress is a super fast, cost-effective Amazon and eBay auto repricing tool designed to help merchants increase their online sales by maintaining competitive prices across all their channels and listings. Read Reviews
Qwilr is a software tool that combines the ease of document creation with the power and beauty of websites. Qwilr Pages are data rich, interactive, and dynamic. Read Reviews
FinancesOnline employs our special SmartScore™ mode to test all the products in the Sales Proposal Automation Software category so that we can help you pick the best possible application. It compares and contrasts the following metrics: cruscial components, collaboration tools, customization, integration, simplicity, help & support, security, support for smartphones and tablets, scores in other media. As of now, DocSend is the leader in this category and is recommended by our experts. Following thorough research and analysis it got the best results among its competitors and our experts strongly suggest that you consider it as one of the choices for your company.
An overview of total user satisfaction with the services in our Sales Proposal Automation Software category calculated using our unique algorythm that collects user reviews, comments and opinions across a wide set of social media platforms to help you make an informed purchase choice.
100%
95%
100%
100%
97%
100%
83%
100%
100%
75%
Pricing Read More
Every vendor in the Sales Proposal Automation Software category will offer a different group of pricing plans for its service and each package will include a varied set of elements. Below we list the general pricing for the cheapest plan available for each service. Keep in mind that advanced features may cost extra.
$10
$19
$23
$69
$25
$19
£39
$25
by quote
by quote
Devices Supported Read More
An overview of what type of devices and operating systems are supported by these B2B services in the Sales Proposal Automation Software category, including mobile platforms and web-based solutions.
Windows
Android
iPhone/iPad
Mac
Web-based
Laguages Supported Read More
Learn which languages and geographies are served by the popular B2B apps in the Sales Proposal Automation Software category, including services intended for international markets and prepared for multi-cultural groups of employees.
Pricing Model Read More
Learn what pricing models are provided by the vendors in the Sales Proposal Automation Software category to see which one fits your business requirements and expenses best. Be aware that some services can offer free or freemium accounts for you to test first.
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
Customer Types Read More
A brief look at what types of customers a specific B2B software in the Sales Proposal Automation Software category provides for, from small businesses and non-profits to big enterprises.
Small Business
Large Enterprises
Medium Business
Freelancers
Deployment Read More
An overview of what types of software deployement are supported by every B2B vendor in the Sales Proposal Automation Software category. While almost all modern SaaS services are cloud-based certain services might offer an on-site deployment model too.
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