Best Sales Proposal Software for MSP
The latest list of the best sales proposal software 2023.
Sales proposals play a vital role in the success of business sales processes. They serve as a crucial tool for showcasing products or services to potential clients and convincing them of their value.
However, crafting professional-looking proposals and sending them out promptly can be a demanding task. This is where the convenience of proposal software tools becomes invaluable.
With the right tool, businesses can streamline their proposal creation and delivery, enhancing their chances of securing lucrative deals. In this blog, we present a curated list of the best sales proposal software options available, equipping you with the resources to elevate your sales game and win over clients with impactful proposals.
Best Sales Proposal Software for MSP Businesses
We looked into various sales proposal software to shortlist those that can offer the most value to MSP businesses.
G2 crowd rating- 4.6 out of 5 (29)
Zomentum is one of the best sales proposal software, which helps manage MSP proposals and related documents like agreements, licenses, and more to prevent revenue leakage. It has 50+ integrations and an automation builder that enables MSPs to implement an effective sales funnel for their business.
Apart from being a go-to choice for MSP sales proposals, Zomentum also streamlines billing and helps sync vendor licenses to your PSA, and prevents revenue leakage with comprehensive visibility into pricing and billing.
It also helps you assess sales performance, document conversion rates, and revenue growth alongside offering the opportunity to enroll in new programs and cater to their client's evolving needs.
- Use customizable and interactive templates to create MSP sales proposals, quotes, and other documents.
- Drag and drop editor to create sales proposals for MSP.
- Easily collaborate with prospective clients and customers to finalize sales proposal documents by addressing comments, concerns, and questions.
- Share up-to-date pricing and product availability with native and custom distributor integration options.
- Track the document status and see if it has been opened, viewed, signed, or expired.
- Set document expiration dates, enable PINs for access controls, mark approval rules, and configure auto-email reminders from settings.
- Accept payments within Zomentum by integrating with any of the payment gateways.
Is a free trial available?
No, but you can schedule a demo to learn more about Zomentum.
Zomentum offers three pricing plans, which you can upgrade from, downgrade to or customize based on your MSP business requirements.
G2 crowd rating- 4.6 out of 5 (918)
Proposify eliminates document bottlenecks for growing teams and provides visibility into the crucial sales closing stage. With pre-approved content and a streamlined workflow, reps can send winning proposals in just a few clicks.
- Organize product descriptions, case studies, sections, and graphics with folders and filters so everyone can find what they need when they need it.
- Apply mass updates across templates to save the admin lift of manual edits.
- Provide access to only what is needed so reps can design deals faster and the room for (costly) errors is drastically reduced.
- Sync your contacts and use custom variables to pre-populate fields in your documents and never miss a detail.
Pricing starts from $49/ month per user.
G2 crowd rating- 4.7 out of 5 (2134)
PandaDoc, business proposal software, offers fast and easy proposal building with drag-and-drop editing. Choose from 750+ free templates or create custom dynamic versions. With native CRM integrations, PandaDoc ensures consistent data and streamlines your document workflow.
- Create pre-approved templates, content blocks and lock all legal information to prevent costly mistakes.
- Get real-time access to approvals, comments, and version tracking. Smart features like variables and conditional logic help you eliminate document errors.
- Redline MSP contracts by leaving comments on specific sections of a document or using general chat to negotiate and collaborate with ease.
- Offers supreme functionality, and mobile payment options, helping you streamline your payment processing for a better customer experience at the point of sale.
Pricing plans start from $19/ month per user.
G2 crowd rating- 4.7 out of 5 (123)
Venngage empowers you to create engaging visuals without design experience, helping you attract leads, save on design costs, and grow your business. Access 3+ million stock photos and 40,000+ icons and illustrations to enhance your professional visuals.
- Use real-time collaboration to edit documents, access files, and apply branding seamlessly.
- Add charts, infographics, maps, and more to break down complex information into attention grabbing visuals.
- Share company achievements, project results or survey findings with Venngage’s infographic report tool.
- Easily add or take away extra team seats, and share your designs and templates with the whole team.
Limited free plan available; paid plans from $19/month.
5. Better Proposals
G2 crowd rating- 4.4 out of 5 (38)
Better Proposal provides an intuitive and user-friendly editor that handles spacing and formatting, allowing you to concentrate on presenting your offer. It offers default document types or the option to create your own and enables you to organize your documents into folders for superior organization.
- Notifies you when your client has received, opened, read, printed, forwarded, and signed your document.
- Set up a custom domain to make documents appear as if they were coming from your own website.
- Offers multi-currency and international tax support to make sure you do business your way.
- Gives you 200+ professionally written and designed templates, customize to make them your own, and you're ready to send.
Pricing plans start from $19/ month per user
G2 crowd rating- 4.5 out of 5 (671)
Qwilr empowers your sales team to unlock revenue by providing insights into buyer engagement during critical deal stages. Enjoy seamless global payment processing and reduce average payment time to just 2 days, while increasing your close rate by 36%.
- Allows customers to pay instantly with a credit card – including the EMV three (Europay, Mastercard, and Visa), debit card, bank transfer, a merchant account, PayPal, and more.
- Create custom and interactive sales material that impresses buyers and send a URL instead of endless attachments.
- Empowers buyers to sign, pay, and upsell themselves through one interactive page, designed to help you close deals with velocity.
- Create templates and asset libraries that automatically create sales material in one click from a CRM.
Pricing plans start from $35/ month per user
G2 crowd rating- 3.6 out of 5 (11)
Bidsketch enables the effortless creation of persuasive proposals in minutes by easily incorporating content, fees, and designs. It is ideal for salespeople, sales teams, and deal closers. Accelerate the signing process with the e-signature feature, allowing clients to approve and provide online signatures. Optionally, you can export the proposals to PDF format.
- Provides web-based proposal analytics and instant notifications to know when clients open proposals or need a follow-up.
- Makes it easy to reuse proposal templates, pricing items, content, and designs.
- Providing clients with a landing page where they can view, approve, export, and comment on their proposals quickly sets you apart.
- Create proposals with the "approval messages" feature to give clear instructions on their next steps.
Pricing plans start from $29/ month for solo users and increase with more users on one account.
G2 crowd rating- 4.8 out of 5 (2)
Create your proposal swiftly with Prospero's integrated content and element generator. The hassle-free eSignature feature ensures that your clients can conveniently sign documents from any device or browser.
Enjoy the convenience of adding users, managing roles, and setting permissions within your team's account, and stay informed about your team's proposal status and customize visibility based on assigned roles
- Get notified by email when your client opens your proposal so you can perfectly time your follow-up.
- Create proposals with an expiry date to let clients know that your offers aren't available indefinitely.
- Close more deals by being more available to your clients via a WhatsApp, call, or email button on the proposal.
- Integrates with FreshBooks, QuickBooks, Stripe, and Zapier, to generate an invoice and get paid with one click.
14-days free trial available; pricing plan starts from $10/ month but most suited for freelancers.
G2 crowd rating-
GetAccept replicates top sales performers by streamlining your sales process with templates and content management. It brings your sales teams and customers together for collaboration, stakeholder engagement, sharing sales collateral, and achieving an 8x faster signing process with interactive proposals and secure electronic signatures.
- Upload sales collateral, create mutual action plans, and chat with your buyers in real-time.
- Use templates from the content library or create from scratch with the editor for stunning, mobile-responsive contracts.
- Seamlessly integrates with your favorite tools to automate your whole sales process.
- Get in-depth and in-real-time tracking of prospects’ engagement on your documents, from unique views, time spent on individual pages, comments, and much more.
The pricing plan starts from $15/ month per user but increases based on features.
G2 crowd rating- 4.3 out of 5 (74)
Proposable is a proposal management software that simplifies your proposal workflow with just a few clicks, reducing hours spent on customization to minutes. It offers drag-and-drop proposal blocks and a catalog of free templates for easy creation and editing of sales documents.
- Mention team members to bring them into a proposal, or re-assign ownership when you need to hand off the proposal to another teammate or department.
- Place signature, initial, and text fields throughout your proposal wherever you need prospects to take action.
- Set the amount you want to collect on each proposal, and your customer is immediately prompted to pay after they accept your proposal.
- Add video and rich media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact.
Pricing plans start from $19/ month per user.
G2 crowd rating- 4.7 out of 5 (508)
DealHub.io simplifies and improves the way you handle your entire sales process, from generating quotes to earning revenue. It allows you to create proposals, finalize deals, handle contracts, and automate your subscriptions and billing all in one convenient platform.
With this proposal writing software, you can make your sales process smooth and hassle-free. It provides a helpful selling playbook that empowers your sales representatives to concentrate on selling rather than administrative tasks.
- Configure custom quotes based on your customers’ needs.
- Automatically trigger upgrade, upsell, and cross-sell suggestions to increase deal size
- Easily edit and change terms, and automatically pull and merge contact data from your CRM
- Share and collaborate on agreements internally with legal or management before they are sent to customers
Pricing is available on request only.
12. WebMerge (is now Formstack)
G2 crowd rating- 4.6 out of 5 (803)
Formstack's document creator is simple and user-friendly, allowing you to use your data to create numerous documents like proposals, applications, agreements, and contracts. Formstack also seamlessly integrates with many popular web applications, enabling you to automate workflows, eliminate data confusion, and increase your productivity.
- Generate beautifully designed documents in minutes with data from your online forms, CRM, marketing automation platform, or other key business systems.
- No coding is required. Capture leads, collect payments, administer surveys, and so much more.
- Drag-and-drop eSignature solution makes it easy to collect digital signatures on any device.
- Capture data, merge information into custom documents, and collect eSignatures—all on one, secure platform.
Pricing plans start from $50/month but is based on features used like forms, documents, sign, and others.
G2 crowd rating- 4.5 out of 5 (24)
Nusii's proposal editor is highly regarded for its exceptional quality. It offers a range of useful features, including auto-save, variables, full-screen mode, code view, drag and drop sections, and much more.
With Nusii, you'll receive instant notifications when your customer opens the email containing the proposal link. Nusii seamlessly integrates with your favorite applications, turning it into a powerful tool for your workflow.
- Electronic signatures are legally binding across the globe. When your client signs Nusii, record their name, IP address, and date of signature.
- Use templates straight out of the box or customize them to meet your needs.
- Variables automatically update important proposal information with your client’s personal details.
- You can set up custom reminder intervals so you’re always front of mind.
Pricing plans start from $49/ month for small agencies and businesses.
G2 crowd rating- 4.6 out of 5 (567)
RFPIO's AI-powered software streamlines content creation, opportunity response, and meets customer expectations for sales teams. It seamlessly integrates with a variety of platforms, including Salesforce, Microsoft Teams, Slack, Jira, Dynamics 365, and more, providing a comprehensive solution for sales team productivity and collaboration.
- Allows you to compose proposals using your best content and to quickly and efficiently find the most relevant answers for every questionnaire.
- Populate a first draft with data-driven recommendations from your Content Library, streamline the review process for subject matter experts, and end repetitive manual tasks.
- With RFPIO® LookUp, you can access your RFPIO Content Library from several applications and Internet browsers.
- Use the saved time to enhance proposals with tables, images, and rich text—and export your proposal into the source file or your own branded template.
Contact RFPIO to obtain current pricing.
G2 crowd rating- 4.7 out of 5 (475)
Achieve proposal excellence and meet your deadlines effortlessly using Loopio's RFP response software. From RFIs to Security Questionnaires and DDQs, streamline your process with Loopio's comprehensive solution. With a centralized RFP library management system, enjoy searchable and up-to-date content, saving you valuable time and effort.
- Seamlessly integrates with other tools like your CRM, file drives, web browsers, or Google accounts.
- Get insightful content, project, and usage stats for a more comprehensive understanding of your RFP response process.
- Build Projects, assign questions, leave comments, and set deadlines so your team knows what needs to be done next.
- Loopio’s DDQ software auto-fills in answers using a Library of pre-approved content so you can finish more responses.
Loopio offers custom pricing for each plan.
G2 crowd rating- 4.6 out of 5 (248)
Elevate your digital content with FlippingBook's transformative tools. Convert dull PDFs into captivating HTML5 flipbooks that embody your brand identity. Enhance each flipbook with a clickable logo, personalized direct links, and customizable backgrounds and color palettes that align with your company's unique style.
- Add your company branding and interactive elements, such as videos, outbound links, pop-up images, and a lead capture form.
- Email a direct link to clients or embed it right into your website, making it an integral part of any page.
- Track page views, outbound clicks, and time spent in your document.
- Protect your flipbook from downloading and sharing, set a password, or make it accessible only within specific websites for tighter document security.
Pricing plans start from $19/ month.
G2 crowd rating- 4.5 out of 5 (131)
HoneyBook empowers you to create interactive experiences that simplify the client journey. From service selection to eSigning contracts and making payments, streamline it all in one seamless process.
HoneyBook integrates with your existing tools, enabling efficient workflow. Take your business on the go with the convenient HoneyBook app, managing your operations from anywhere.
- Any changes, updates, or signatures can be made without any back and forth.
- Accept all major credit/debit cards and bank transfers, while providing a seamless client experience.
- In-house fraud team monitors all transactions, keeping you and your clients safe.
- Follow up with questionnaires, marketing materials, or a scheduling link.
Pricing plan with all the essential features starts from $25.60/ month.
Proposa empowers you with dynamic templates, enabling you to craft content once and leverage successful elements for future proposals. With our intelligent heat mapping system, gain insights into what truly resonates with your prospects and identify what holds little importance.
- Allows you to automate the process, generating quality proposals within minutes.
- Receiving real-time notifications for every proposal that gets opened enables you to take action much faster and get paid in record time.
- Use the templates provided in Google Docs format and share them with your colleagues.
- AI content-writing programs will take that information and put together original content that you can use.
Pricing plans start from $52.50/ month for a small team.
G2 crowd rating- 4.3 out of 5 (181)
QuoteWerks’s sleek and robust design empowers sales representatives to create, deliver, and track customer interactions seamlessly, leading to successful closures. Implement peer and management approval workflows to ensure accuracy and consistency, minimizing errors and misquotes in every document generated through QuoteWerks.
- Seamlessly integrates with Industry leading CRM and Accounting tools to transfer your important sales data.
- Collect deposits, progress payments, balances or the full amount of the quote via over 80 gateways.
- Get customer signatures electronically - no more asking the customer to print out the PDF, sign it, and then email it back to you.
- Create item lists, templates, and bundles to standardize your company’s product and service offerings in a simple and efficient workflow for document creation.
Plans start from $15/ month per user and fluctuate based on the features you need.
20. Proposal Kit
G2 crowd rating- 4.7 out of 5 (17)
Proposal Kit offers comprehensive proposal packages featuring a diverse range of templates and layouts tailored for various industries and scenarios. Whether it's healthcare, transportation, logistics, security, pitching new business opportunities, business restructuring, or crisis management, Proposal Kit has you covered.
- Provides browser-based interface and pre-assembled templates for use with Mac included with all Proposal Kit template packages.
- Get a bundle of 20 products with business proposals, contracts, proposal examples, project management, estimating and Expert Edition proposal writing software.
- Get one library of proposal templates, sample proposals and Novice Edition wizard software.
- Write your proposals, business plans, grants, reports and other business documents in many different languages besides English.
Paid plans for building MSP sales proposals start from $199/ month for 5 users/ computer licenses.
Choose the Best Sales Proposal Software for Your MSP Business
The market is filled with a plethora of sales proposal software options, each offering a wide array of features. As an MSP, it is crucial to select a solution that caters specifically to your business type.
Zomentum offers a tailored set of tools and functionalities that align perfectly with the needs of an MSP business model. Apart from a powerful set of features to create MSP sales proposals, the platform comes with additional features that help you close the loop - from automating sales follow-ups strategically to getting documents e-signed, tracking proposal progress, value, and maintaining end-to-end records.
If you have been looking for a solution that helps you create MSP sales proposals and increase the conversion rate on them, book a demo of Zomentum today.