3 Best Proposal Management Software (2021)

Have a great collaboration in mind but are struggling to convert it into an excellent proposal? Don’t worry — proposal management software is here to save the day.

Did you know that teams spend up to 30 minutes in just compiling documents needed to create proposals alone? What’s even more scary is the fact that miscommunication costs businesses nearly $37 million every year.

With the power of a proposal management software, you can ensure that your business gets to work straight away and saves essential time and mental energy.

Let’s jump right into the top 3 best proposal management software to send those proposals flying out.

What is the Best Proposal Software?

  1. Better Proposals: Best for SMBs, Agencies, & Sales Teams
  2. Pandadoc: Best for Individuals & Entrepreneurs to Enterprise Teams
  3. Nusii: Best for Freelancers & Creative Agencies

1.    Better Proposals (from $19/month)

Best for SMBs, Agencies, & Sales Teams

In just a single day, over $423,400 of business was won using Better Proposals. That number alone should show you the sheer impact that this software can bring you.

Consider yourself a small business, an agency, a sales team, or anywhere in between? Better Proposals is ready to help you create elegant and functional proposals within minutes for high conversion.

Instead of wasting hours over a computer, you can rely on the help of the Automatic Designer to get you started. Then, you’re able to select from 160 pre-made templates that look great on any device.

However, it’s the conversion that’s most important. That’s why this software lets your clients sign and accept the proposal with ease and speed on a secure web link. Let’s explore some key features below.

Better Proposals Key Features

Here’s a list of features Better Proposal’s proposal management software offers:

  • Automatic Designer that saves you time in creating gorgeous proposals.
  • 160+ pre-made templates to instantly elevate your design.
  • Send proposals in 22+ languages.
  • Seamless user interface for client experience.
  • Secure and encrypted web link for clients to sign.
  • Integrations with your favorite tools like HubSpot, Zapier, etc.
  • Smart follow-ups
  • Reporting and tracking features
  • Covers to make a great first impression.
  • Integrated signature and payment features

If a simple and elegant proposal is what you strive for, then Better Proposals is the perfect solution to attract your client base.

Better Proposals Plans and Pricing

Better Proposals lets you select from three fantastic plans. It begins with the Starter plan and works its way up from Premium to Enterprise.

The Starter plan begins at $19/user/month, the Premium at $29/user/month, and Enterprise at $49/user/month. If you’re a freelancer or an individual, the first plan is ideal. More of a small business or a sales team? You should consider the Premium and Enterprise plans, respectively. Don’t forget that you can earn up to a 35% discount if you go with an annual plan.

Not too convinced yet? Don’t hesitate to take up the 14-day free trial. You’re also free to cancel anytime.

2. PandaDoc (from $19/month)

Best for Individuals & Entrepreneurs to Enterprise Teams

Having a lot of documents to sort through can sometimes get messy. That’s why PandaDoc is a fantastic solution for your document and proposal automation needs. In fact, almost 23,000+ companies have enjoyed a similar solution.

There’s plenty more to fall in love with as well. Not only can you create stunning documents but can also get access to incredible insights that will help you scale your proposal-creation ability at lightning speeds.

For instance, you can save time with eSignature, create interactive quotes, use pre-made templates to get your contracts approved, make forms to collect data, and integrate with a plethora of tools to empower your business.

Plus, its drag-and-drop editor makes it super easy to implement your workflow and collaborate in real-time with your clients straight from the get-go.

PandaDoc Key Features

Here’s a list of features PandaDoc’s proposal management software offers:

  • 450+ pre-built templates
  • Drag & drop library of multimedia content
  • Real-time notifications
  • Auto-reminders to deliver an astounding client experience.
  • Workflow approval to keep the team on the same page.
  • Customer engagement analytics
  • Live chat with clients
  • Integrations with multiple CRM to get rid of manual data entry.

PandaDoc’s proposal software helps you churn out proposals that close every time, no matter what size your business is at.

PandaDoc Plans and Pricing

PandaDoc gives you the flexibility to choose from four plans. It starts with the Free plan and works its way up from Essentials to Business and lastly, Enterprise.

The Essentials plan begins at $25/user/month, the Business at $59/user/month, and the Enterprise at custom quote. If you go with an annual plan, you could save up to 24%.

Before you fully commit to any one plan, PandaDoc lets you take advantage of a free 14-day trial. However, it’s great to know that no matter which plan you’re considering, all of them have unlimited documents and eSignatures.

3. Nusii (from $29/month)

Best for Freelancers & Creative Agencies

As a freelancer or creative agency, you probably have firsthand experience of what it’s like to send proposals with messy organization, procrastination, and a host of other inefficiencies. What if there was a software out there that was specially designed for you to create amazing proposals within minutes?

Luckily, there is. Nusii is a software solution that allows you to add your creativity and personality into all the proposals you create.

For starters, it lets you set up your own custom domain, email address, and branding to add to their pre-made templates. To streamline the entire process, Nusii gets smart by applying its intelligent features to your proposals to reuse content. Plus, their unique story-like structured content allows you to express your story as a creative and get those business deals up and running.

The process isn’t over, even when your proposal is accepted, Client reports help to keep your clients in the loop and a multitude of integrations lets you seize the power of CRM data.

Nusii Key Features

Here’s a list of features Nusii’s proposal management software offers:

  • Proposal notifications keep you updated every step of the way.
  • A custom domain and email address for your brand.
  • Dozens of pre-made customizable and story-like templates to use.
  • Intelligent capabilities like VARIABLES to automatically reuse your content and save you time.
  • Client reports to maintain a great business relationship, even when the proposal side of things is over.
  • Insightful analytics to help you improve.
  • 60-day money back guarantee

In as little as 15 minutes, Nusii can help you build proposals from the ground up with no hassle at all.

Nusii Plans and Pricing

Nusii provides three excellent plans to get your proposals up and running. It starts with the Freelancer plan and works its way up to Agency and Business.

The Freelancer plan begins at $29/month and is the only plant that’s limited to one user. The Agency plan comes in at $49/month and the Business plan costs around $129/month. With an annual plan by your side, you can enjoy generous discounts.

Because Nusii loves to help you make more sales, it offers you a ton of flexibility in terms of a free 14-day trial on all plans, the ability to cancel anytime, and a 60-day money back guarantee if you’re not satisfied.

What is Proposal Management Software?

Proposal management software is a tool that can help with all aspects of business proposal generation, no matter if its writing, managing, or sending to clients. Unlike the traditional and more complicated way of sending proposals via Word or PDFs, this application can add plenty of additional benefits to help you save time and money, such as pre-made templates, app integrations, proposal analytics, electronic signatures and payments, and far more.

How to Choose the Best Proposal Software

With all the options available, there are a few great first steps you can take to narrow your choices down. In considering several factors and answering them for yourself, such as what type of business you are, what features you need, and how big your budget is, you’re effectively able to choose the best proposal software for your needs.

1. Pricing

What does your budget look like and how many members are a part of your team? In identifying your answers, they can help you determine whether a software fits in your range and if you’d want a system that prices by user or by service alone.

2. Features

Each of these software solutions can help you create amazing proposals, but not all of them have the same features. For example, Nusii has client reports and Better Proposal lets you create drafts in over 22 languages. Be sure to create a list of features that you absolutely need to compare with the options available. 

3. Customer Support

Creating a proposal isn’t rocket science, but it certainly isn’t the easiest thing to do either. Inevitably, you or a team member might run into some trouble along the way. With a great customer support ready by your side to guide you, you’re able to implement your ideas much quicker. 

4. Integrations

These days, a proposal management software can’t truly call itself a stellar one unless it comes equipped with several integrations. They can easily offer you plenty of insight to improve on your current creations and save you time by taking care of data entry for you.

5. Design

Plenty of software comes with their own marketplace of pre-made templates, but not all of them may have a design that truly speaks to you. Some may be simpler, while others may be more complex. Some may allow you more creative freedom, while others are more minimalistic in nature. To create some stunning proposals, don’t forget to factor design into the equation.

Executive Summary

Now that you’re familiar with how much impact a proposal management software can bring to your business, it’s time to choose your best fit.

Consider yourself a part of a small business, an agency, or a sales team? You should consider Better Proposals. Do you have a scalable business that could grow anywhere from a group of individuals to a full-blown enterprise? PandaDoc could be your solution. Are you more of a freelancer or a creative? Try out Nusii.

In just a few minutes, you could already be well on your way to creating stellar templates and sending them out to prospective clients. Don’t hesitate to get started right away.

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