9 Tools to Help You Easily Manage & Create Proposals in 2022

Tools to Help You Easily Manage & Create Proposals in 2022 IT Service Provider Blog Title Image

In the era of technology and innovation, more and more businesses are relying on proposals to win over new clients. While proposal creation may be a daunting task for some, there are many tools out there to help make the process easier. This blog post will outline nine tools that you can use to create and manage proposals in 2022.


Why do I need proposal software?

Proposals are essential because they help differentiate your business from your competition and increase your chances of winning new customers. If you're selling complicated products or services, your prospects may often be confused about your offering. In these instances, a well-crafted proposal can be the difference between closing the deal or losing to a competitor. Proposal software can help save time and money, improve collaboration within your team, simplify proposals for clients to read, and much more.


How do I choose the best proposal software for my needs?

When looking for proposal software, it is crucial to consider the essential features you need and to understand how they will impact your desired workflow. 

Some of the key factors to look for include:

  • An intuitive design that's easy to use
  • Templates and content libraries to help you get started
  • The ability to create proposals quickly and easily
  • Electronic signature and approval functionality
  • Integrations with other software in your business, such as CRM and accounting packages


Our Top Picks 

Listed in no particular order, here are our picks for the best proposal software solutions on the market today. These solutions are all cloud-based and designed to integrate into the tools most used by their typical clients. 


1. Proposify

Proposify's drag-and-drop interface allows for the easy addition of text, images, and videos to a document. It has robust analytics features that enable users to track the top-viewed sections of your document, the number of times viewed, and the total time spent on different areas.


Ideally Suited For:

  • Creative & Marketing Agencies
  • Event & Hospitality
  • Staffing & Recruitment


Key Integrations: 

  • SalesForce
  • Hubspot CRM
  • Quickbooks
  • Stripe
  • Zapier


Price:

Proposify is free for one user for up to five active proposals at a time with no integrations. You can unlock unlimited active proposals and standard integrations for $49/user/month. Teams needing advanced features such as Salesforce integration, user roles, and approval workflow can sign up for a Business plan starting at $590 per month. 


2. Get Accept

With GetAccept, you can close more deals by sending sales content with personalized video reminders, live chat, and e-signature. Using built-in AI to chart historical data, GetAccept's DealScore coach will provide a highly accurate estimation of the probability of closing a deal and will even suggest actions to take to move your prospect further along your sales cycle.


Ideally Suited For:

  • Telecom & Media
  • Transportation & Logistics
  • Consulting & Professional Services


Key Integrations: 

  • SalesForce
  • Hubspot CRM
  • PipeDrive
  • Stripe
  • Zapier


Price:

GetAccept is free for up to three active proposals at a time, with integrations limited to Hubspot and Pipedrive. The Essential plan is priced at $15/user/month, includes ten active proposals, and adds Zapier integration. You can get unlimited active proposals with the Professional plan for $49/user/month. Salesforce integration is available as an additional add-on at the Professional and Enterprise levels. 

3. Zomentum

Designed to be an end-to-end solution for IT service providers, Zomentum allows you to assess client infrastructure, design professional quotes and proposals using a drag and drop rich media editor, and monitor essential metrics in your sales pipeline. 

The built-in Etilize integration allows you to check real-time pricing and inventory levels from your favorite distributors while quickly adding product photos and descriptions into your proposals. 

Zomentum also gives IT providers the ability to streamline their billing processes by automatically synchronizing customer licensing information into their PSA software, preventing revenue leakage by automating the billing process for monthly services such as Microsoft Office 365 and Google Workspace.  


Ideally Suited For:

  • IT Service Providers
  • VoIP and Telecom Providers


Key Integrations: 

  • Connectwise Manage
  • Autotask
  • Hubspot CRM
  • Etilize
  • Quickbooks
  • Zapier


Price:

Zomentum starts at $99/month for two users and includes over twenty ready-made proposal templates, cost and margin tracking, PSA integrations, payment integrations, and Zapier integration. $139/month adds role-based access, sales assessments, purchase order capabilities, and more. The Growth package runs $199/month and includes unlimited automations, custom visualization, a custom domain, and API access. 

4. Proposable

Proposable helps you save time and eliminate headaches by skipping the painful copy/paste of all new proposals for your prospects and customers. With a drag and drop builder, you can simplify your new proposal workflow down to just a few clicks and go from spending hours on customizing new proposals to just minutes.


Ideally Suited For:

  • Creative & Marketing Agencies
  • Software Developers
  • Construction & Architecture


Key Integrations: 

  • SalesForce
  • Hubspot CRM
  • PipeDrive
  • Microsoft Dynamics
  • Zapier


Price:

Proposable starts at $19/user/month for up to five proposal deliveries a month and limited integrations. Unlimited proposals will cost $39/user/month and include standard integrations and the ability to take payments via Stripe. Enterprise plans start at $500/month, including all integrations, manager approval, team training, and API access.

5. Bidsketch

Founded in 2009, Bidsketch is one of the oldest services to make our list. With an active user base of over 2,000 clients, Bidsketch has helped its users win billions of dollars in new business while saving thousands of hours in the process. 


Ideally Suited For:

  • Creative & Marketing Agencies
  • Software Developers
  • SEO Agencies


Key Integrations: 

  • SalesForce
  • Zapier
  • FreshBooks
  • Basecamp
  • Pabbly Connect


Price:

A single user Bidsketch account costs $29/month and includes unlimited proposals, proposal analytics, and electronic signatures. Gain access to real-time collaboration and team management for up to three users for $79/month and eight users for $149/month. 

6. PandaDoc

PandaDoc is a full-featured document workflow solution that grew out of Quote Roller. It is used by all types of businesses and boasts an extensive library of templates and a large collection of premium integrations.


Ideally Suited For:

  • All Business Types


Key Integrations: 

  • Salesforce
  • Hubspot CRM
  • QuickBooks Payments
  • Stripe
  • Zapier


Price:

PandaDoc has a free tier that includes unlimited document uploads and allows you to collect payments. If you want access to templates and integrations, those will cost extra. For $29/user/month, you get access to templates and the rich media drag and drop document editor. Access to the content library, custom branding, approval workflows, Zapier, and CRM integrations goes for $59/user/month. If you need Salesforce integration, it's available as part of a custom enterprise package. 

7. Better Proposals

Better Proposals has an extensive library of professionally designed templates that don't look like templates. With over 200 customizable templates in their library spanning a wide range of industries, you'll have no trouble finding one that works for your business.


Ideally Suited For:

  • Creative & Marketing Agencies
  • Coaching & Consulting Services
  • Freelancers 


Key Integrations: 

  • Hubspot CRM
  • Capsule CRM
  • Asana
  • Stripe
  • Zapier


Price:

Better Proposals gives you up to five proposals per month, standard CRM and payment integrations, and access to their content library for $19/user/month. For $29/user/month, you can send up to fifty proposals and get access to Zapier integration. $49/user/month gets you unlimited proposals, one-on-one training, and manager approvals.  

8. Nusii

Nusii is a small, self-funded company specializing in the creative agency space. Their goal is to be the most intuitive proposal software there is, and they donate 1% of all revenues to the development of next-generation carbon removal technologies. 


Ideally Suited For:

  • Creative & Marketing Agencies
  • Video Production & Photography
  • Freelancers 


Key Integrations: 

  • Hubspot CRM
  • PipeDrive
  • Basecamp
  • Stripe
  • Zapier


Price:

Nusii starts at $29 for up to five active proposals a month and Zapier integration. Twenty active proposals will cost $49/month, including standard integrations and custom domain support. Busier teams can have up to 50 active proposals and automatic reminders for $129/month.

9. Qwilr

Qwilr offers an intuitive platform that produces highly compelling proposals. The user-friendly design and library of building blocks, combined with their sleek interface, make it easy for you to create a winning story your clients can't refuse.


Ideally Suited For:

  • Creative & Marketing Agencies
  • B2B Sales Organizations
  • Recruiting Agencies


Key Integrations: 

  • Salesforce
  • Hubspot CRM
  • QuickBooks
  • Stripe
  • Zapier


Price:

Qwilr's business package starts at $35/user/month and includes the web proposal builder, eSignature and payments, dynamic pricing table, and Hubspot integration. For access to Salesforce integration, custom domain, and team permissions, you'll need an enterprise account that starts at $590/month for up to ten users. 


In Conclusion

The tools we've outlined here can be used by most types of businesses and will help you create and manage proposals that showcase your expertise, win new customers, and save time. 

If you are an IT Service provider in need of a proposal management tool, head over to zomentum.com/demo and let us show you how we can help you streamline your operations and automate your sales. 


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