Proposal software has the potential to revolutionize the way small businesses conduct their business.
With a few clicks of the mouse, you can show your business proposal or other product to prospects in a professional way, without the need for expensive graphic designers.
If you’ve been on the fence about getting the best proposal software for small businesses, this article will give you the information you need to make an informed decision.
Proposals are documents that you send to clients to win new business. They focus on how you plan to satisfy the needs of your client, using text, graphics, and other media.
Proposal software can greatly speed up the process of creating your proposal, providing templates and easy-to-use tools to tailor your proposal to a specific client.
List of Best Proposal Software for Small Businesses in 2024
1. Bonsai
Bonsai is a proposal software that provides you with a wide range of tools to help organize your business and communicate with clients in a way that gives you a competitive advantage.
It includes project management, client relationship management, and invoicing software, as well as a proposal tool. The proposal software is user-friendly and professional, yet with automation to speed up the process of creating proposals that are easily accessible by the client.
With Bonsai, you can build a proposal from scratch or use templates that are easy to change to fit your needs. You can use the template features to build a proposal within minutes or create a unique proposal that is specific to your business.
The Bonsai proposal tool is completely web-based, meaning you can access it anywhere you have internet access. This makes it easy for you to create proposals and manage your work on the go.
The Bonsai proposal tool is highly customizable, allowing you to personalize your proposals so they match your business’s branding and style while keeping them professional. The Starter Plan costs $24/month, the Professional Plan costs $39/month while the Enterprise Plan costs $79/month
2. Better Proposals
Better Proposals is an online proposal software that allows you to personalize and tweak your proposals. It lets you select from over 100 pre-designed sample templates of different styles and sizes, making it easy to create a professional-looking proposal.
You can also add your graphics, logos, and brandings to the template and make changes on the fly using the intuitive editor.
The software comes with an analytics feature that shows you the number of views and the number of times each proposal is viewed.
This allows you to track the effectiveness of your proposals. The software also includes an integrated digital signature feature, so you can collect signatures from relevant parties using an electronic signature. The basic package costs $19 while the premium plan is $29.
3. PandaDoc
PandaDoc is an online business software that helps you create and send more effective proposals with tools for creating, commenting, tracking, and eSigning.
With PandaDoc, you can create a proposal from scratch or use over 750 templates of different types and sizes to create a proposal in minutes.
The templates are built on the industry standard format, so you can choose whichever template suits your needs.
The software integrates with Slack and Google Workspace, so you can use it anywhere. It also has an easy-to-use interface that will help you create, comment, track, and eSign proposals in a way that cuts down the time it takes to create one. The premium package is $59 per month while the basic package is $29 per month.
4. Proposify
Proposify is one of the best proposal software for small businesses that allows you to have a deeper insight into the way your proposals are viewed.
The software monitors the web pages on which your proposal is viewed so you can see exactly how many times your proposal is viewed to send follow-up emails after they’ve read it.
The client tracking tool allows you to effectively target your leads and close more deals. It also helps you personalize your proposals according to their needs and identify the priorities in your proposal so you can focus on what matters to them.
Whether it is price, features, or timing, the client tracking tool will help you keep track of the details of your proposal. The software is charged based on users and the Team Plan is available for $49 per user.
5. Qwilr
Qwilr is the proposal software that helps you create better proposals and close more deals. It’s a user-friendly tool that makes it easy to create professional, attractive, and engaging proposals.
The software includes a library of images and videos that you can incorporate into your proposals to make them visually appealing. All this with just a few clicks! You can also use the collaborative editor to edit your proposal and show changes to your team, clients, or audience.
The software is ideal for sales teams and B2B sales in general, allowing you to scale up your business. The software has many features that combine to make it easy to use. You can access the software for $35 per month for a user with annual billing.
6. GetAccept
GetAccept is a sales enablement software that combines all the tools you need to engage with your leads and close more deals.
The software includes proposal design, document tracking, live chat, and video chat to make it easy for your sales team to effectively engage with your leads and close more deals.
The proposal design feature lets you create attractive proposals and collect signatures from the relevant parties. The feature also integrates with HubSpot, Pipedrive, and Salesforce, so you can access it from the sales tools you use.
The platform allows you to create your proposal with drag-and-drop tools, so you can customize your proposal to your client’s needs. The platform is best for B2B sales with different plans available from a free trial to $15 per month.
7. Prospero
Prospero is one of the best proposal software for small businesses that makes it easy for your sales team to create high-quality proposals and close more deals.
The software allows you to access the proposal creator from multiple devices, so you can create your proposals from anywhere. It also has 35 beautifully designed templates that help you create eye-catching proposals in a few minutes.
In addition, it has great features to help you collect eSignatures and track analytics of your proposals. The eSignature tools, which you can use to add a signature to your proposal, save it, and retrieve the signature in case you need to make any changes.
The software also has an awesome project manager feature that lets you show updates from all your team members. The software is available for a free trial and costs $24 per month for 2 users.
8. QuoteWerks
QuoteWerks is CPO software that not only allows you to create proposals and quotes but also helps you manage your inventory and customer data.
The software’s great ability to connect with external data sources like Excel, text files, and other sources makes it easy for you to get the information you need. You can also use it to group items into Bundles and Kits so that you create quotes and products for many items at once.
In addition, it has powerful reporting tools to help you track your sales pipeline, process data, and optimize results. The software is available for $15 per month per user.
9. Bidsketch
Bidsketch is one of the best proposal software for small businesses that helps to keep track of the proposals you create, so it’s easy to see which proposals are opened and how they’ve been engaged.
You can also use the software to make landing pages that allow prospects to view and comment on a proposal before you send it. This is great for keeping you informed of what’s happening with a particular prospect and the delivery of your proposal.
The software can help you keep track of new clients by tracking the number of contacts, the number of proposals, and other engagement information. It also tracks the sales pipeline so you can see which deals are ahead in the pipeline. The software is available for a free trial period of 14 days and costs $29 per month.
10. FastSpring IQ
FastSpring IQ is a fast, easy-to-use software that makes it easy for you to create and manage subscriptions and collect sales tax.
The software has many features that can help you scale your business easily. It allows you to create an affiliate program so your affiliates can promote the products on your platform.
It also allows you to collect sales tax for your business so you can track where the money is coming from to manage your budget effectively. When you use it, you’ll set up your pricing options, calculate taxes and fees, and set up your subscription plan.
Conclusion
We believe you’ll find the best proposal software for small businesses that will help you create attractive proposals in minutes and make sales with less effort than before. They’ll also help you control your sales funnel and keep track of prospective clients easily with deep insights to monitor the pipeline.
