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What is Sales Proposal Automation Software?

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. Show more 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. Show less

How was this ranking made?

In order to develop this list of best Sales Proposal Automation Software we have researched 78 different tools currently available on the market, studying their features, how easy are they are to learn, client support, available integrations with other systems and mobile device support using our unique SmartScoreTM rating system. This list has been created by Jenny Chang, our SaaS expert dedicated to the Sales Proposal Automation Software category.

List of Top 12 Sales Proposal Automation Software

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1. PandaDoc

Our score: 9.2 User satisfaction: 95%

This cloud-based document management application fully supports paperless operations. It offers standard and advanced features such as document building, file-sharing, multiple document format support (PDF, Word Documents, etc.), and more. It is also equipped with electronic signature technology.

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2. RepricerExpress

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. It allows businesses to be competitive and to attract more buyers.

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3. QuoteOnSite

Our score: 8.0 User satisfaction: N/A

An all-in-one solution with integrated quoting, invoicing, and messaging tools. It can integrate with crucial systems for fast proposal generation. What’s more, businesses can always ensure the professionalism of their proposals. It has an automatic client reminder, too, to alert clients of the need for their response.

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4. DocSend

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. It also provides you with security features such as passwords and downloading limitations.

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5. Bidsketch

Our score: 9.3 User satisfaction: N/A

Bidsketch is a provider of professional proposal software that has helped businesses close important deals fast at less cost. It can save time on proposal generation with its reusable templates, designs, and item pricing. What’s more, it has a built-in e-signature tool.

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6. xSellco Repricer

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 repricing and competitor and margin pricing, which helps businesses increase profits. It can give deep insights regarding competitors and provide you with information for staying competitive.

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7. Proposify

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. It is designed for small and medium businesses that want to simplify their proposal generation process. With this, users can create proposals and close deals in no time.

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8. BQool Repricing Central

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. It can aid merchants in enhancing their revenue through pricing optimization. What’s more, it can help sellers improve their Amazon ranking.

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9. Quoteroller

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. It can boost productivity with its streamlined quoting workflow and even help close deals faster with its e-signature tool.

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10. Qwilr

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. It is efficient and intuitive, allowing anyone to use it with ease. With this, sales teams can sell more.

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11. BlueprintCPQ

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. It is cloud-based, thus it is accessible to sales agents on the go. It can create accurate quotes even if calculations are very complex.

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12. Sofon Guided Solutions

Our score: 7.0 User satisfaction: 96%

Sofon offers comprehensive and standardized sales support solution for customer-centric organizations.

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Sales Proposal Automation Software Guide

Table of contents

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: PandaDocPaperless ProposalOctivQuoteWerks, 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 sales proposal automation tools and advanced functionality for their greater needs and to improve their sales efficiency and productivity.
  • Individual sellers can also take advantage of basic sales proposal automation software when dealing with regular customers.

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 tools:

  • Proposal branding – Allows you to create branding rules and inspect proposals for brand compliance.
  • Proposal templates Enables you 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.
  • E-signature – This feature allows users to attach binding electronic signatures to documents.

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 the 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 the extra effort.
  • Sales proposal automation software solutions can also serve as repositories for proposal templates.

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.

Useful Statistics

Sales proposal is considered part of sales enablement. Companies are also focusing on this to ensure that their agents are well-equipped to create the best proposals. And, of course, to win them. On that note, here are some useful statistics regarding sales, sales proposals, and sales proposal automation solutions:

  • Companies pay attention to sales tools (58.5%), proposal development (22.9%), as well as enablement technologies (37.3%)
  • Working with a proposal template cuts time spent on the proposal process—from 30 hours to a mere 10 hours.
  • Automation saves time and money, as inefficient work processes can make companies lose between 20% to 30% of annual revenue.
  • AI adoption is predicted to increase by 139% in the next three years.
  • 85% of sales tasks can be automated by 2020.

Considerations When Selecting a Sales Proposal Automation Software

You have to be careful when choosing a sales proposal automation software. For one thing, there are vendors whose primary industry target may be different from yours. If you sign up for a solution that is not exactly tailored to your needs, it can lead to problems down the road. Aside from that, here are things you need to consider:

  • Interdepartmental collaboration needs. There are times when sales, marketing, finance, and other teams have to put their heads together to come up with the best proposal. Since each one may have different requirements, it can be difficult to have a one-size-fits-all solution. Thus, you have to gauge what their needs are before selecting a platform.
  • Support for current workflow. A software that automates a critical process is going to introduce changes to your workflow. But you have to find one that does not force you to overhaul your entire process. Rather, you want a software that can support it while ensuring that redundant tasks are automated.
  • Integrations. Just as with teams, various software solutions have to work together for an attractive proposal. Therefore, you have to ensure that you subscribe to a solution that can play well with third-party applications.

List of Sales Proposal Automation Software Companies

Order by:

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  • Newest
  • Score
  • User Score
Product name:
Category:
Smart Score:
Price:
User Satisf.
User reviews:
HoneyBook reviews

HoneyBook

Sales Proposal Automation Software
8.8
$34
97%
Propfire reviews

Propfire

Sales Proposal Automation Software
8.0
$8
92%
Quoter reviews

Quoter

Sales Proposal Automation Software
7.5
$79
97%
Proposable reviews

Proposable

Sales Proposal Automation Software
8.0
$39
-
Oneflow reviews

Oneflow

Sales Proposal Automation Software
8.0
€38
100%
Better Proposals reviews

Better Proposals

Sales Proposal Automation Software
8.3
$19
97%
QuoteOnSite reviews

QuoteOnSite

Sales Proposal Automation Software
8.0
$15
-
RepricerExpress reviews

RepricerExpress

Sales Proposal Automation Software
8.8
£39
83%
Stock In The Channel Quote Tool reviews

Stock In The Channel Quote Tool

Sales Proposal Automation Software
8.0
$250
98%
BQool Repricing Central reviews

BQool Repricing Central

Sales Proposal Automation Software
9.0
$22.5
100%
Wavebid reviews

Wavebid

Sales Proposal Automation Software
7.4
by quote
-
EndeavorCPQ reviews

EndeavorCPQ

Sales Proposal Automation Software
7.0
by quote
-
Qorus Breeze Proposals reviews

Qorus Breeze Proposals

Sales Proposal Automation Software
6.9
by quote
-
RFPIO reviews

RFPIO

Sales Proposal Automation Software
6.7
by quote
-
Loopio reviews

Loopio

Sales Proposal Automation Software
8.0
by quote
-

Things to consider when you invest in a SaaS

SaaS software offers many benefits such as simple setup, access, and integration as well as data security. To choose the right platform for your needs, you need to do your homework thoroughly. To start, begin with the following hints to consider and analyze the various apps:

Know your needs: First, be certain about your organization’s needs and requirements. Why do you need to spend on a SaaS application? What tasks and objectives do you intend to accomplish with the solution? If you are sure about your requirements, you can easily find an apt app that fulfills them.

Compare features and price: Make a shortlist of SaaS solutions that offer the tools you need and are within your budget. Read online reviews of the shortlisted solutions to get an idea of what each one offers.

Use the free trial and extend it if necessary: Subscribe to the free trials of the shortlisted solutions and check out their functionality firsthand. This will help you to understand if the system offers what you need to improve your firm’s competence and productivity. Request an extension of the free trial if the time is too short to gauge the program’s effectiveness.

Talk to the vendor: Finally, talk to each provider about the assistance and support they can offer. Try to discuss the price and get discounts. Ask about the training and consultation they offer to help you to use the system successfully.

Frequently asked questions about Sales Proposal Automation Software

What is the best sales proposal automation software?

The best sales proposal automation software is PandaDoc. This cloud-based document management solution not only lets you create documents but it also allows you to share them with collaborators and clients directly. This way, you do not have to go to your email and attach files to send them.

On top of that, PandaDoc works with multiple file types such as PDF and .doc. This enables you to produce documents in formats that work best for the rest of the team as well as for your customers.

That is not all there is to PandaDoc though. It also comes with e-signature support. With this, managers can approve proposals and quotes without wasting time and resources. In this manner, the organization can gain more sooner as well because clients can give the go-signal through their e-signature with a quick flourish.

What are the benefits of sales proposal automation software?

As its name suggests, sales proposal automation software automates various parts of the process. But there are other benefits a company can gain from it aside from being hands-off on redundant tasks.

Enhanced quality of proposals. With this kind of solution, you can ensure that your branding is consistent in every document. You can also make certain that each one has the right format and has the correct information before it is sent to clients or prospects.

Faster turnaround. Creating proposals manually is time-consuming and can take as many as 30 hours. A sales proposal automation platform can reduce that to 10 hours, maybe fewer.

Interactive proposals. Flat proposal documents can say goodbye now. That is because clients themselves can increase their orders by themselves through interactive proposals. This way, they can close deals faster.

What are the features of sales proposal automation software?

Sales proposal automation software goes beyond just automating redundant tasks. Below are features that make it highly valuable for any business:

Proposal branding: This feature helps ensure that every proposal generated has the same design and format.

Proposal templates: Instead of creating proposals from scratch every time, teams can have proposal templates they can build upon.

Proposal collaboration: This facilitates faster proposal generation since different members can give their ideas to others while on the document.

Proposal delivery: With this, users can create different formats of proposals depending on the requirements of clients.

Searchable proposals: Sales agents can easily find the kind of proposal they need from the database.

 

What is the easiest sales proposal automation software to use?

The easiest sales proposal automation software to use has to have a clean interface and intuitive tools. The following solutions meet those requirements:

PandaDoc. This solution is a standout with its user-friendly interface. It has a drag-and-drop editor as well, making it easier to use.

Qwilr. It has beautiful pages that are elegant rather than being overwhelming. Because of the way it is designed, sales agents can produce proposals quickly.

Oneflow. With this, you have both a live document creator and an e-signature solution. It has interactive proposals as well.

What is a good free sales proposal automation software?

Not every business has the budget to acquire a sophisticated sales proposal automation software. Fortunately, there are vendors that provide free versions of their offerings. There are also developers who give access to freeware.

PandaDoc. With the free version of PandaDoc, you can access the e-signature feature. You can also have unlimited users on board.

QuoteOnSite. You can already create as many quotes as you want with the free variant of this solution. Plus, you can add unlimited customers to the database.

DocSend. The free version may limit you to five documents but it still is a good deal. It can track documents in real-time, provide instant notifications, and even integrate with Gmail.

Jenny Chang

By Jenny Chang

Senior writer at FinancesOnline who writes about a wide range of SaaS and B2B products, including trends and issues on e-commerce, accounting and customer service software. She’s also covered a wide range of topics in business, science, and technology for websites in the U.S., Australia and Singapore, keeping tabs on edge tech like 3D printed health monitoring tattoos and SpaceX’s exploration plans.

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FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

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