Proposal software is software used to create, send, track and sign business proposals, quotes and bids. Typical features include templates and a reusable content library, pricing tables, approval workflows, e-signatures, notifications when a client opens a document, and integration with CRM systems.
The category divides into two groups. Sales proposal tools such as PandaDoc, Proposify and Qwilr produce outbound proposals that a seller designs and sends. RFP response tools such as Loopio and Responsive help teams answer inbound requests for proposal and security questionnaires from a library of approved answers. This list covers twelve products across both groups and the freelancer and agency tier, with prices taken from each vendor's pricing page in November 2026.
Where a vendor does not publish prices, the entry says so. Customer counts are given only where the vendor states them and are labelled as vendor figures.
Contents
- What is proposal software
- History and market
- Key features to compare
- Pricing models
- How to choose
- Methodology
- The list
- Comparison table
- Alternatives by use case
- Recent developments
- Frequently asked questions
- See also
What is proposal software
Proposal software replaces the practice of assembling proposals in word processors and sending them as PDF attachments. A seller starts from a template, pulls in approved content such as case studies, team biographies and terms, adds a pricing table, and sends a link. The software records when the client opens the proposal and which sections they read, and the client can accept and sign online, sometimes paying a deposit at the same time.
The category overlaps with several others. E-signature software handles signing only; proposal tools include signing but add authoring. Contract management software (CLM) handles negotiation, obligations and renewals after signature; Oneflow sits between the two. CPQ software (configure, price, quote) handles complex product configuration and pricing rules, which PandaDoc and GetAccept offer only on enterprise tiers. Sales enablement software manages the wider content library sellers use. RFP software is a specialised branch focused on answering questionnaires rather than designing pitches.
History and market
Several of the web-based proposal tools in this list began by serving agencies and freelancers. Nusii was founded in 2013 and remains self-funded; PandaDoc was founded in Silicon Valley in 2014. The RFP side grew separately, around answer libraries for enterprise bid teams; Responsive operated as RFPIO before adopting its current name.
In recent years the main change has been the addition of generative AI: Loopio, Responsive and QorusDocs use AI to draft answers from content libraries, while PandaDoc, Proposify, Qwilr and Better Proposals added AI drafting and, in 2025–2026, Model Context Protocol (MCP) servers that let AI assistants create or read proposals. A second change is the convergence of proposals with digital sales rooms and mutual action plans, led by GetAccept. No vendor-independent market-size figure was verified for this list, so none is given.
Key features to compare
Templates and content library
A library of approved sections reduces errors and speeds up drafting. Check whether content can be locked so reps cannot alter legal or pricing language; Better Proposals reserves content locking for its Enterprise plan.
Pricing tables and quotes
Interactive pricing tables let clients choose options. Product catalogues and CPQ matter for companies with many SKUs; GetAccept's Professional plan limits the product library to three items.
E-signature and payments
Most tools include unlimited e-signatures on paid plans. Payment collection at signature is available in Qwilr, PandaDoc, Better Proposals and Nusii (from Agency). Nordic customers may need eID verification, offered by GetAccept and Oneflow.
Approvals and permissions
Managers often need to approve discounts or non-standard terms. Proposify includes approvals from Grow, PandaDoc from Business, Better Proposals only on Enterprise.
CRM integration
HubSpot and Pipedrive are commonly included; Salesforce is often reserved for the top tier (Proposify Scale, Qwilr Scale) or sold as an add-on (PandaDoc).
Analytics
Open and view tracking is standard. Section-level engagement, account metrics and custom reports vary by plan.
Usage limits
Several products cap sends or active documents: Proposify by monthly sends, Better Proposals by documents per month, Nusii by active proposals and Storydoc by active documents. PandaDoc meters automated document creation through usage credits.
Pricing models
Most sales proposal tools charge per user per month, with a discount for annual billing. Published entry prices range from US$13 per user per month (Better Proposals, annual) through US$19 (PandaDoc Starter), US$25 (GetAccept eSign), US$35 (Qwilr Starter) and US$39 (Proposify Build). Mid-tier plans with approvals, automation and wider integrations cost between US$42 and US$65 per user per month, and several impose seat minimums: five users on Qwilr Growth and GetAccept Professional, ten on Qwilr Scale.
Freelancer and agency tools often charge per account: Nusii from US$29 per month and Bidsketch from US$15 per month, with a set number of users included. Oneflow starts at €250 per month for five users. RFP software is sold on annual platform fees plus user licences; Responsive's Emerging Edition starts at US$10,000, while Loopio and QorusDocs are quote-based. Free plans exist at PandaDoc (five documents a month) and Storydoc.
How to choose
Freelancers and small agencies sending a handful of proposals a month are well served by Nusii, Bidsketch or Better Proposals, all of which publish low prices and include e-signature. Teams that want visually distinctive proposals can compare Qwilr's web pages with Storydoc's interactive documents.
Sales teams of ten or more usually need approvals, CRM integration and analytics, which points to PandaDoc Business, Proposify Grow or Qwilr Growth. Teams in long B2B cycles with several buyer stakeholders may prefer GetAccept's sales rooms. European companies whose proposals become negotiated contracts can consider Oneflow.
Organisations that mainly answer RFPs and security questionnaires should evaluate Loopio or Responsive; professional services and law firms that work in Word and PowerPoint should look at QorusDocs. Large companies often run both an RFP tool and a sales proposal tool.
Methodology
Products were included if they were sold primarily for creating proposals, quotes or RFP responses and had a live pricing page in November 2026. The list is ordered in three groups: sales proposal and quoting platforms for teams (PandaDoc to Oneflow), RFP response platforms (Loopio, Responsive, QorusDocs), and tools for freelancers, agencies and presentation-style proposals (Better Proposals to Storydoc). Within each group, products are ordered by the breadth of features documented on their own pricing pages, including CRM integrations, approvals, payments, AI and enterprise controls.
Prices are in US dollars as published, except Oneflow, which displays euros. Several vendors show a dollar sign without naming a currency; this is noted where relevant. No user ratings, reviews or sponsored placements were used.
The list
1
Document automation for proposals, quotes and contracts with a free e-signature tier
Best for: Sales teams that want proposals, quotes and e-signature in one tool
PandaDoc was founded in Silicon Valley in 2014 by Mikita Mikado, its chief executive, and Sergey Barysiuk, its chief technology officer; the company describes itself as remote-first and says it is used by "tens of thousands of companies". The product covers the full document cycle for sales: a drag-and-drop editor, content library, pricing tables and quotes, approval workflows, e-signature, tracking of when recipients open a document, and payment collection.
Pricing runs from a permanent free plan, limited to five documents a month and aimed at basic e-signing, to Starter at US$19 per seat per month and Business at US$49 per seat per month, both billed annually. Proposal-specific features such as custom quotes, CRM integrations, branding, deal rooms and approval workflows begin on Business; CPQ, workflow automation, smart content, SSO and notarisation are Enterprise features with custom pricing. Documents generated through the API, Zapier or bulk send consume usage credits, and when credits run out automations bill an overage of up to US$5 per document unless the order form specifies otherwise. The Salesforce integration is a paid add-on.
Key features
- Drag-and-drop editor with content library
- Interactive pricing tables and custom quotes
- Approval workflows (Business)
- Deal rooms (Business)
- CPQ and smart content (Enterprise)
- Unlimited e-signatures on paid plans
Pricing
Free: US$0, 5 documents/month. Starter: US$19/seat/month billed annually (14-day trial, no card). Business: US$49/seat/month billed annually. Enterprise: custom, per seat or per document. API documents require usage credits; overage up to US$5 per document. Salesforce integration and premium support are paid add-ons.
Ownership and history
Founded 2014 by Mikita Mikado and Sergey Barysiuk.
- Founded
- 2014
- Founders
- Mikita Mikado, Sergey Barysiuk
- Pricing
- Free; from US$19/seat/month (annual)
- Free plan
- Yes (5 documents/month)
Strengths
- Permanent free plan for e-signature
- Quotes, proposals and contracts in one editor
- Low entry price per seat
Limitations
- Proposal features start on the US$49 Business tier
- Salesforce integration costs extra
- Usage credits and overage fees for automated documents
2
Proposal platform focused on sales-team control: approvals, roles and analytics
Best for: Sales managers who need approval control over proposals
Proposify Inc. sells proposal software designed around a manager's need to control what reps send. All plans include unlimited documents and signatures, a content library, document insights, a product catalogue, integrations and an AI feature set with an MCP server. Build costs US$49 per user per month on monthly billing or US$39 on annual billing; Grow costs US$65 per user per month billed annually and adds roles and permissions, approval workflows, account metrics, custom fields and variables, and API access; Scale carries a US$12,800 annual platform fee covering ten users and adds Salesforce integration, SSO, multiple workspaces, custom reporting and a dedicated success manager.
The page also lists send allowances per month with per-send overage charges and paid services, including custom template design at US$1,500 and a Launch Kit at US$2,000. Proposify states that it is GDPR and SOC 2 Type 2 compliant, hosts on Amazon's cloud and processes payments through Stripe. The interface is translated into 15 languages, although proposal content and emails are not. A 14-day trial with Team-plan features requires no credit card, and payments are not refunded after processing.
Key features
- Unlimited documents and e-signatures
- Approval workflows and user roles (Grow)
- Content library and product catalogue
- Document insights and account metrics
- Salesforce integration and SSO (Scale)
- AI tools with MCP server
Pricing
Build: US$49/user/month monthly or US$39 annual. Grow: US$65/user/month annual (extra users US$780/year). Scale: US$12,800/year platform fee including 10 users. 14-day trial without a card. Custom template design US$1,500; Launch Kit US$2,000.
- Company
- Proposify Inc.
- Pricing
- From US$39/user/month (annual)
- Compliance
- SOC 2 Type 2, GDPR (vendor statement)
Strengths
- Strong approval and permission controls
- Unlimited documents on every plan
- Published prices for all tiers
Limitations
- Salesforce integration only on Scale
- Send limits with overage charges
- No refunds once payment is processed
3
Web-page proposals with built-in payments and interactive quotes
Best for: Teams that prefer web-based, interactive proposals over PDFs
Qwilr, operated by the Australian company Qwilr Pty Ltd, produces proposals as interactive web pages rather than documents. Pages can include embedded media, interactive quotes, e-signature and payment through its QwilrPay feature. Starter costs US$35 per user per month on annual billing or US$49 on monthly billing, with HubSpot, Zoho and Pipedrive integrations, analytics, e-sign and an AI-assistant (MCP) integration; Growth costs US$55 per user per month with a five-user minimum, and Scale costs US$75 per user per month with a ten-user minimum, both billed annually only.
Growth adds automation, custom branding, identity verification, Microsoft Dynamics integration and a customer success manager; Scale adds Salesforce integration, conditional content, a Smart Proposal Engine, AI prefill and design services. QwilrPay charges 0.09% per transaction on Starter and nothing on higher plans, in addition to Stripe's own fees. Customers in Australia and New Zealand are billed in Australian dollars. A 14-day Starter trial needs no credit card, and pages remain live for 30 days after a trial ends. The minimum seat counts mean the higher tiers cost at least US$3,300 and US$9,000 a year respectively.
Key features
- Interactive web-page proposals
- QwilrPay payment collection
- Interactive quotes and e-sign
- Conditional content and AI prefill (Scale)
- Identity verification (Growth)
- HubSpot, Zoho, Pipedrive, Dynamics and Salesforce integrations
Pricing
Starter: US$35/user/month annual or US$49 monthly. Growth: US$55/user/month, 5-user minimum, annual only. Scale: US$75/user/month, 10-user minimum, annual only. 14-day Starter trial, no card. QwilrPay fee 0.09% on Starter.
- Company
- Qwilr Pty Ltd
- Pricing
- From US$35/user/month (annual)
- Trial
- 14 days, no card
Strengths
- Distinctive web-page format with media
- Built-in payment collection
- Published prices for all tiers
Limitations
- Seat minimums on Growth and Scale
- Salesforce only on Scale
- Higher tiers billed annually only
4
Digital sales room with proposals, e-signature and mutual action plans
Best for: B2B teams running multi-stakeholder deals, especially in the Nordics
GetAccept combines proposals and e-signature with a digital sales room in which buyers and sellers share documents, video and a mutual action plan. The company lists San Francisco as its headquarters, says more than 5,000 revenue teams use it, and states GDPR, SOC 2 and eIDAS compliance. eSign costs US$25 per user per month, billed monthly or annually, with unlimited e-signatures, an editor, branding, contract management, engagement video, reminders and a content library.
Professional costs US$49 per user per month with a five-user minimum and annual billing; it adds GetAccept AI (editor, smart content, meeting summariser and knowledge base), mutual action plans, editing after sending, meetings, CRM integrations, a pricing table limited to three product-library items and Nordic eID verification. Enterprise, quoted, adds CPQ, an unlimited product library, SSO, sub-accounts, API read access, conditional content and premium CRM, payment and HR integrations. All plans carry a 12-month agreement period, and prices can be shown in US dollars, sterling or euros, with Scandinavian currencies also available. A dedicated success manager is an add-on.
Key features
- Digital sales rooms
- Mutual action plans (Professional)
- Engagement video in documents
- Nordic eID verification
- CPQ and conditional content (Enterprise)
- iOS and Android apps
Pricing
eSign: US$25/user/month. Professional: US$49/user/month, minimum 5 users, annual. Enterprise: quoted, annual. 12-month agreement on all plans.
- Headquarters
- San Francisco, California, US (as stated)
- Customers
- 5,000+ revenue teams (vendor figure)
- Pricing
- From US$25/user/month
Strengths
- Sales room and mutual action plan in the same tool
- Nordic eID support
- Video embedded in proposals
Limitations
- 12-month agreement even on the entry plan
- Professional pricing table limited to 3 product items
- Five-user minimum on Professional
5
Swedish contract and proposal platform with editable, data-driven documents
Best for: European companies wanting proposals that become contracts in one flow
Oneflow AB (publ) is a Stockholm-based company that sells a platform for creating, negotiating and signing contracts and proposals as live, editable documents rather than static PDFs. Its registered address is Gävlegatan 12a, Stockholm, and the "publ" suffix denotes a Swedish public limited company; the site has an investor relations section. Because Oneflow is built around contract lifecycle rather than sales design, it suits teams whose proposals turn into binding agreements with negotiated clauses.
Business starts at €250 per month on annual billing with five users and includes workspace branding, approvals, signing order, inline comments, lifecycle management, data retention, webhooks and AI features for writing, extraction and summaries. Enterprise, quoted, includes ten users and adds SSO, SCIM API, shared templates, user groups, section rules, custom admin roles and an audit log. Some AI review features and eID signature are marked as paid extras. A 14-day full-platform trial needs no credit card, and the FAQ mentions a freemium plan without detailing it. Currency options cover euros, sterling, Norwegian and Swedish kronor and US dollars, though only the euro price is displayed.
Key features
- Editable live contracts and proposals
- Approvals and signing order
- Inline comments for negotiation
- AI writing, extraction and summaries
- SSO and SCIM (Enterprise)
- Webhooks
Pricing
Business: from €250/month, annual, 5 users. Enterprise: custom, 10 users. 14-day trial, no card. Some AI and eID features cost extra.
- Company
- Oneflow AB (publ)
- Headquarters
- Stockholm, Sweden
- Organisation number
- 556903-2989
- Pricing
- From €250/month (annual)
Strengths
- Negotiation inside the document
- Lifecycle management after signing
- European vendor with Nordic eID options
Limitations
- Only euro pricing shown
- Less design-focused than proposal specialists
- eID and AI review features cost extra
6
RFP response software built around a reusable answer library
Best for: Proposal teams answering RFPs and security questionnaires
Loopio Inc. makes RFP response software rather than design-led sales proposal software. Its core is a library of approved answers that the system and its generative AI draw on to fill in requests for proposal, security questionnaires and due-diligence questionnaires. The company says more than 1,700 companies use it. All plans include unlimited projects and library entries.
Foundations, aimed at smaller or sales-led proposal teams, includes ten seats, generative AI and ten customisable output themes. Enhanced adds a multi-language library, confidential projects and multi-step reviews; Enterprise adds separate business units, sandboxes, custom seat counts and premium support. Project translation into more than a dozen languages, onboarding packages and industry integrations, such as Salesforce and Highspot, are add-ons. No prices are published; quotes come from a sales call. Loopio is complementary to tools such as PandaDoc or Qwilr: it answers inbound RFPs, while those tools produce outbound proposals.
Key features
- Central answer library
- Generative AI response drafting
- Multi-step reviews (Enhanced)
- Multi-language library (Enhanced)
- Salesforce and Highspot integrations (add-on)
- Unlimited projects
Pricing
Quote-based. Foundations (10 seats), Enhanced, Enterprise. Add-ons: project translations, onboarding packages, industry integrations.
- Company
- Loopio Inc.
- Customers
- 1,700+ companies (vendor figure)
- Pricing
- Quote-based
Strengths
- Unlimited projects and library entries
- Ten seats on the entry plan
- Designed for RFP and questionnaire workflows
Limitations
- No published prices
- Translation and integrations are add-ons
- Not a tool for designed outbound proposals
7
Enterprise RFP and strategic response platform, formerly RFPIO
Best for: Large enterprises with high RFP volume and compliance reviewers
Responsive, formerly RFPIO, sells response management software for RFPs, security questionnaires and other formal requests. Its pricing is built from three components: an annual platform fee, user licences, and add-ons and services, with unlimited projects and responses. The Emerging Edition starts at US$10,000 and includes unlimited response projects, an AI and automation studio, unlimited content and collaboration, integrations and access control.
The Growth Edition adds intake requests, a LookUp feature, e-signature, advanced integrations, flexible hosting and premium deployment; the Enterprise Edition adds custom AI, enterprise security controls, advanced reporting and premium connectors for multi-region operations where legal and InfoSec teams take part. Responsive names Microsoft, JAGGAER, Netsmart and Payscale as customers, and reports a Microsoft case study citing US$4.2 million saved in response costs and 21,100 hours saved, figures that are vendor-reported. It is the most enterprise-oriented tool in this list and the most expensive published entry point.
Key features
- AI and automation studio
- Unlimited response projects
- Intake requests (Growth)
- E-signature (Growth)
- Flexible hosting options (Growth)
- Custom AI and advanced reporting (Enterprise)
Pricing
Emerging Edition from US$10,000 (annual platform fee basis); Growth and Enterprise quoted. Pricing = platform fee + user licences + add-ons/services.
- Former name
- RFPIO
- Pricing
- From US$10,000
- Named customers
- Microsoft, JAGGAER, Netsmart, Payscale
Strengths
- Published starting price
- Unlimited projects and content
- Enterprise security and hosting options
Limitations
- Highest entry price in the list
- User licences priced on top of the platform fee
- Overkill for teams that rarely answer RFPs
8
Q
Microsoft 365-based proposal and pitch software for services firms
Best for: Law, AEC and professional services firms working in Word and PowerPoint
QorusDocs Ltd. sells cloud proposal management software that works inside Microsoft 365, generating proposals, pitches and RFP responses in Word and PowerPoint and storing content in SharePoint and OneDrive. It is packaged in three editions by audience: ValueHub for value engineering and business-case building with ROI tools, ProposalHub for professional services, architecture, engineering and construction (AEC) and technology services, and PitchHub for law-firm business development, with legal experience management.
All packages include an AI assistant called QPilot, built on Azure OpenAI, a governed content library, Salesforce and Dynamics integration, workflow tools and engagement analytics; the vendor states SOC 2 Type II and GDPR compliance. Customers named on the pricing page include WSP, Herbert Smith Freehills Kramer, Hitachi, NTT Data, Ricoh, CDW, Insight and TEKsystems. Pricing is not published and there is no self-serve trial; quotes depend on team size, use case and workflows.
Key features
- Native Word and PowerPoint generation
- QPilot AI on Azure OpenAI
- Legal experience management (PitchHub)
- ROI and business-case tools (ValueHub)
- Salesforce and Dynamics integration
- Engagement analytics
Pricing
Quote-based; no self-serve trial. Three packages: ValueHub, ProposalHub, PitchHub.
- Company
- QorusDocs Ltd.
- Pricing
- Quote-based
- Compliance
- SOC 2 Type II, GDPR (vendor statement)
Strengths
- Works in the Office tools services firms already use
- Packages tailored to law and AEC
- Named enterprise customers
Limitations
- No published prices or trial
- Dependent on Microsoft 365
- Less suited to short, designed sales proposals
9
Low-cost proposal software with templates, payments and e-signatures
Best for: Small businesses and agencies wanting inexpensive, template-led proposals
Better Proposals sells template-led proposal software and states that more than 10,000 businesses and freelancers use it; its library holds more than 260 templates. Every plan includes unlimited templates, branding, open tracking, payments and e-signatures. Starter costs US$13 per user per month on annual billing and is limited to one user and ten documents a month; Premium costs US$21 per user per month with unlimited users and 50 documents a month; Enterprise costs US$42 per user per month with unlimited documents. The comparison table shows monthly-billing prices of US$19, US$29 and US$49.
Premium adds a custom domain, CRM integrations, automatic expiry dates, API, Zapier and MCP access, and custom onboarding flows and forms; Enterprise adds content locking, simultaneous editing, inline comments, manager approvals and advanced permissions. Customer data is stored on AWS servers in London. A 14-day Premium trial needs no credit card; there is no free plan. A follow-up tool called Nudge costs US$10 per user per month and custom template design starts at US$1,495.
Key features
- 260+ proposal templates
- Interactive pricing tables
- Payment integrations and e-signatures
- Custom domain and CRM integrations (Premium)
- Manager approvals (Enterprise)
- Data hosted on AWS in London
Pricing
Starter US$13, Premium US$21, Enterprise US$42 per user per month (annual); US$19, US$29, US$49 monthly. 14-day trial, no card; no free plan. Nudge add-on US$10/user/month.
- Customers
- 10,000+ (vendor figure)
- Pricing
- From US$13/user/month (annual)
- Data hosting
- AWS, London
Strengths
- Low per-user prices
- Payments and e-sign on all plans
- UK data hosting
Limitations
- Monthly send caps on lower tiers
- Approvals only on Enterprise
- No free plan
10
N
Self-funded proposal tool for freelancers and agencies, priced per account
Best for: Freelancers and small agencies
Nusii Proposal S.L. was founded in 2013, is self-funded with no investors, and says 6,985 companies use its proposal software. Unlike most competitors it charges per account rather than per user: Freelancer costs US$29 per month (US$290 a year) for one user and five active proposals; Agency costs US$49 per month (US$490 a year) with three users and 20 active proposals; Business costs US$129 per month (US$1,290 a year) with five users and 50 or more active proposals. Extra users cost US$19 on Agency and US$29 on Business.
All plans include unlimited templates and clients, PDF export, notifications, analytics, personal branding and e-signing. Branding removal, custom domain, payment and CRM integrations and automatic reminders begin on Agency; permissions, multiple signatures and priority support on Business. Nusii publishes an annual State of Proposals report; its 2026 edition analysed 9,022 proposals sent through the product in 2025, of which 50.2% were accepted. A 14-day trial requires a credit card but no charge, and a 60-day money-back guarantee applies.
Key features
- Online e-signing
- Proposal analytics and notifications
- Payment and CRM integrations (Agency)
- Automatic reminders (Agency)
- Multiple signatures (Business)
- Annual proposal benchmark report
Pricing
Freelancer US$29/month or US$290/year; Agency US$49/month or US$490/year; Business US$129/month or US$1,290/year. 14-day trial (card required), 60-day money-back guarantee.
- Founded
- 2013
- Company
- Nusii Proposal S.L.
- Funding
- Self-funded
- Customers
- 6,985 companies (vendor figure)
- Pricing
- From US$29/month
Strengths
- Account pricing with users included
- 60-day money-back guarantee
- Published benchmark data on acceptance rates
Limitations
- Active-proposal caps
- Card required for trial
- No approvals or CPQ
11
Proposal software for agencies with unlimited proposals on every paid plan
Best for: Design, marketing and SEO agencies
Bidsketch is a proposal management service aimed at design, development, marketing, advertising and SEO agencies. All paid tiers include unlimited proposals and clients, analytics, e-signatures, a custom domain, real-time collaboration and team management; the plans differ mainly by user count. Solo costs US$29 per month (US$23 on yearly billing) for one user; Team costs US$79 per month (US$47 yearly) for up to three users; Business costs US$149 per month (US$119 yearly) for up to eight users. A Starter tier at US$15 per month is limited to 25 clients and excludes e-signatures and custom domains.
Every paid plan includes a 14-day trial with a reminder three days before it ends, and plan changes take effect for features immediately and for billing at the next bill date. Non-profits can obtain a free year by contacting the company. The pricing page does not name the company's owners, and the product has fewer integrations and automation features than PandaDoc or Proposify, which suits agencies that send bespoke proposals rather than high volumes.
Key features
- Unlimited proposals and clients
- E-signatures on paid plans
- Custom domain
- Real-time collaboration
- Proposal analytics
Pricing
Solo US$29/month (US$23 yearly); Team US$79/month (US$47 yearly, up to 3 users); Business US$149/month (US$119 yearly, up to 8 users); Starter US$15/month (limited). 14-day trial.
- Pricing
- From US$15/month
- Trial
- 14 days
Strengths
- Flat per-account pricing
- Unlimited proposals on all paid plans
- Free year for non-profits
Limitations
- Starter lacks e-signatures
- Ownership not disclosed on the pricing page
- Limited automation and CRM depth
12
Interactive web presentations used for proposals and sales decks
Best for: Marketing-heavy proposals and pitch decks with personalisation
Storydoc turns presentations and proposals into interactive, scroll-based web documents, and lets users generate personalised versions of one template, each with its own URL. It is less a proposal-workflow tool than a presentation layer: it does not advertise e-signature or quoting on its pricing page, but provides analytics on how recipients engage with each version. Logos shown on the pricing page include RTL, Meta, Pepsi and Xerox.
Starter costs US$19.80 per month, billed annually at US$237.60, with five active documents and monthly AI image and text credits; Pro costs US$36 per month, billed annually at US$432, with 30 active documents, collaboration, variable-based personalisation, a workspace and integrations; Teams, for five or more users, is quoted and includes unlimited active documents and design services. Monthly billing is available at higher prices that the page does not list. Links remain live after cancellation, but editing and analytics stop.
Key features
- Interactive scroll-based documents
- Personalised versions with unique URLs
- Engagement analytics
- AI image and text generation credits
- Integrations and variables (Pro)
Pricing
Starter US$19.80/month (US$237.60/year); Pro US$36/month (US$432/year); Teams quoted. Monthly billing costs more. Free tier available.
- Pricing
- From US$19.80/month (annual)
- Free tier
- Yes (limits not stated)
Strengths
- Distinctive interactive format
- Cheap entry price
- Personalisation at scale
Limitations
- Caps on active documents
- No published e-signature or quoting features
- Monthly prices not shown
Frequently asked questions
What is the best proposal software for small businesses?
For small businesses the main differences are price and send limits. Better Proposals starts at US$13 per user per month on annual billing, Nusii at US$29 per month for one user, and Bidsketch at US$15 per month. PandaDoc has a free plan limited to five documents a month, and its Starter plan costs US$19 per seat per month billed annually.
Is PandaDoc free?
PandaDoc offers a permanent free plan aimed at basic e-signing, limited to five documents a month with limited API access. Proposal features such as custom quotes, CRM integrations, branding and approval workflows start on the Business plan at US$49 per seat per month billed annually. Starter, at US$19, has a 14-day free trial without a credit card.
What is the difference between proposal software and RFP software?
Proposal software helps a seller design and send an outbound proposal with pricing and e-signature. RFP software helps a team answer an inbound request for proposal or a security questionnaire by drawing on a library of approved answers, often with AI drafting and review workflows. Loopio and Responsive are RFP tools; PandaDoc, Proposify and Qwilr are proposal tools.
How much does Proposify cost?
Proposify's Build plan costs US$49 per user per month on monthly billing or US$39 on annual billing. Grow costs US$65 per user per month billed annually, and Scale is sold on a US$12,800 annual platform fee that includes ten users, with extra users at US$780 a year. A 14-day trial needs no credit card.
Can clients pay through proposal software?
Several products let clients pay when they accept. Qwilr includes QwilrPay, which charges 0.09% per transaction on Starter and nothing on higher plans, plus Stripe fees. Better Proposals includes payment integrations on all plans, and Nusii from its Agency plan. Payment processor fees apply in each case.
Which proposal tools have a free trial without a credit card?
PandaDoc Starter, Proposify, Qwilr and Better Proposals each advertise a 14-day trial without a credit card, as does Oneflow. Nusii's 14-day trial requires a card but does not charge during the trial, and it offers a 60-day money-back guarantee. Bidsketch offers 14-day trials on all paid plans.
Does proposal software integrate with Salesforce?
Most do, but often only on higher tiers. Proposify and Qwilr include Salesforce on their Scale plans, PandaDoc sells it as a paid add-on, GetAccept includes premium CRM integrations on Enterprise, and QorusDocs integrates with Salesforce and Dynamics on all packages. Docusign Gen for Salesforce generates proposals directly from Salesforce data.
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