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.
Our Score 9.3
User Satisfaction 95%
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
Our Score 8.8
User Satisfaction 83%
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
Our Score 8.0
User Satisfaction N/A
An all-in-one solution with integrated, quoting, invoicing, and messaging tools. Read Reviews
Our Score 9.5
User Satisfaction 100%
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
Our Score 9.3
User Satisfaction 100%
Bidsketch is a provider of professional proposal software that has helped businesses close important deals fast at less cost. Read Reviews
Our Score 9.2
User Satisfaction 100%
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
Our Score 9.1
User Satisfaction N/A
Proposify helps you write and design stunning proposal documents, collaborate with team members, and keep track of new business you pitch. Read Reviews
Our Score 9.0
User Satisfaction 100%
BQool Repricing Central is a repricing tool for Amazon merchants designed to automatically reprice their items based on pre-set definitions. Read Reviews
Our Score 8.9
User Satisfaction 100%
Comprehensive sales tool for automating documentation, and a web-based solution to help organizations create, organize, send and track proposals with ease. Read Reviews
Our Score 8.5
User Satisfaction 100%
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
Our Score 6.5
User Satisfaction N/A
BlueprintCPQ provides powerful CPQ software that enhances the whole “lead to order” process for businesses to adopt modern practices quickly and easily. Read Reviews
Our Score 6.5
User Satisfaction 97%
Privia is a software solution designed for the purpose of streamlining the process of bidding for all kinds of enterprises. Read Reviews
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.
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.
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.
Look for the following common features in sales proposal automation tools:
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.
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.
Updated
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
Bidsketch is a provider of professional proposal software that has helped businesses close important deals fast at less cost. 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
BQool Repricing Central is a repricing tool for Amazon merchants designed to automatically reprice their items based on pre-set definitions. 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
Advanced sales enablement platform that connects sales and marketing teams and helps them win deals by putting their content to work. Read Reviews
Every vendor in the Sales Proposal Automation Software category will have a different set of pricing packages for its product and every plan will include a different set of features. Below we list the overal pricing for the cheapest plan provided for each service. Keep in mind that advanced features may cost extra.
A summary of what type of devices and operating systems are supported by all B2B solutions in the Sales Proposal Automation Software category, including mobile platforms and web-based solutions.
Find out what languages and geographies are supported by the best B2B services in the Sales Proposal Automation Software category, including apps intended for international markets and prepared for multi-cultural groups of employees.
Learn what pricing plans are offered by the vendors in the Sales Proposal Automation Software category to check which one suits your business needs and expenses best. Be aware that some apps can offer free or freemium accounts for you to try out first.
An analysis of which groups of companies a given B2B service in the Sales Proposal Automation Software category provides for, from small businesses and non-profits to big enterprises.
An overview of what styles of software deployement are offered by each B2B vendor in the Sales Proposal Automation Software category. While the majority of modern SaaS solutions are cloud-hosted there are solutions might offer an on-site deployment model too.