Proposal Software: Best Proposal Management Software for MSPs

Create, sign, and manage business proposals with the top-rated proposal management software. Streamline your business proposal process, impress your clients, and win more deals.

4000+ Partners rely on Zomentum to create proposals, quotes, and sign contracts, effortlessly!

We Have Been Recognised by the Industry for Our Partner-first Approach

The Zomentum Difference β€” Helping partners achieve accelerated growth

68%
Increase in their closing rate using proposal software
$500M
Deals won using proposal software
70%
Decrease in avg time taken to sign a deal
Close Deals Faster and Streamline Your Proposal Process with Our Ultimate Proposal Management Software

Create proposals effortlessly in no time

Use the drag-and-drop editor to create professional proposals in minutes. Add and edit blocks of text, signature, price quote, and multimedia to create captivating proposals that result in closed deals.

Create stunning proposals and amaze your clients

Choose from 100+ interactive business proposal templates and create visually appealing proposals. Pick a template that fits your business and industry to better engage your prospects and drive higher conversions.

Automate proposal creation and free up time

Use the AI proposal writer to write professional business proposals in a few clicks. Just mention a few simple details and let our proposal writing software do the rest.

Keep tabs with real-time notifications

Get real-time notifications when a proposal is opened, viewed, and commented on. Track prospects across their journey and accurately forecast sales with our software for proposals.

Engage your prospects with collaboration within the proposals

Enhance buyer experience by allowing prospects to add comments and respond to those comments in real time. Conduct detailed discussions with prospects and help them make informed buying decisions.

E-sign and approve proposals on the go

Digitally sign and approve proposals to expedite the proposal processes with our sales proposal software. Set up workflows to automate the proposal process and save your team time and effort.

Close Deals 70% Faster with Zomentum’s Proposal Software
Connect with the tools you and your partners love

Zomentum’s MSP Revenue Stack comes with 50+ out-of-box integrations to unify all your processes and create a single source of truth. Get rid of data errors, streamline repetitive processes, and increase efficiency.

See All Integrations
Transform the Way You Create, Manage, and Win Proposals
Advanced Analytics

Make data-driven decisions with comprehensive proposal analytics.

Accurate Pricing

Generate accurate quotes dynamically & customize pricing options.

100+ Proposal Templates

Access a vast selection of pre-defined business proposals and sales proposals.

Integrate Intelligently

Seamlessly connect with CRM software and boost sales productivity.

Automate Approvals

Streamline proposal approval processes for efficient workflows.

Seamless E-signatures

Create, e-sign, and manage proposals in one place.

Elevate Your Proposal Game and Win More Sales

Revolutionize the way you create and manage proposals with our state-of-the-art proposal app. Schedule a demo today and unlock the power of our proposal software.

$500M
Deals won by partners using Zomentum proposal software
70%
Decrease in avg time taken to create proposals & sign a deal

See What Our Customers Say About Us

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network

From days to minutes! Zomentum has revolutionized our sales process, allowing us to generate quotes and obtain digital signatures on contracts, MSAs, and terms and conditions at an unprecedented speed. Zomentum has streamlined our operations and brought efficiency to our workflows.

Scott Riley
Founder – Cloud Nexus

The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum makes it so quick and easy to create proposals that previously took a ton of time. The option of having my document templates built into the Zomentum platform or using pre-built global templates makes producing quotes for any service or hardware pretty straightforward.

Joaquin J Hernandez
Empowered IT Solutions

While using Zomentum, I have the ability to send a customer quote for one laptop and my proposal goes from $1,000 to over $6,200 because the client has the ability to change the quantity of the items ordered

Steve Dempsey,
Principal Neo tech LLC

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network

From days to minutes! Zomentum has revolutionized our sales process, allowing us to generate quotes and obtain digital signatures on contracts, MSAs, and terms and conditions at an unprecedented speed. Zomentum has streamlined our operations and brought efficiency to our workflows.

Scott Riley
Founder – Cloud Nexus

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum makes it so quick and easy to create proposals that previously took a ton of time. The option of having my document templates built into the Zomentum platform or using pre-built global templates makes producing quotes for any service or hardware pretty straightforward.

Joaquin J Hernandez
Empowered IT Solutions

While using Zomentum, I have the ability to send a customer quote for one laptop and my proposal goes from $1,000 to over $6,200 because the client has the ability to change the quantity of the items ordered

Steve Dempsey,
Principal Neo tech LLC

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network

From days to minutes! Zomentum has revolutionized our sales process, allowing us to generate quotes and obtain digital signatures on contracts, MSAs, and terms and conditions at an unprecedented speed. Zomentum has streamlined our operations and brought efficiency to our workflows.

Scott Riley
Founder – Cloud Nexus

Frequently Asked Question (FAQ)

Still Have Questions? We've Got Answers.

What is proposal management software?

Proposal management software is a powerful solution designed to streamline the process of creating, customizing, and managing professional proposals for businesses. It helps you create visually appealing proposals, collaborate with your team, track progress, and ultimately win more clients.

Why should I use proposal management software?

Using proposal management software like Zomentum can bring numerous benefits to your business. It saves time and money, improves collaboration within your team, simplifies the proposal creation process, and increases your chances of closing deals with potential clients.

What are the key features of the best proposal software?

The best proposal software, such as Zomentum, offers a range of essential features. These include an intuitive design for ease of use, pre-designed templates and content libraries to help you get started quickly, the ability to create proposals efficiently, electronic signature and approval functionality, and seamless integrations with other software you use in your business, such as CRM and accounting packages.

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

When selecting proposal software, it's important to consider your specific requirements and how the software's features align with your desired workflow. Look for an intuitive interface, robust template options, fast proposal creation capabilities, integrated electronic signature functionality, and integrations with other tools you rely on for your business operations.

Where can I find free proposal templates?

Zomentum provides a vast library of free proposal templates that you can customize to suit your business needs. These templates serve as a starting point and can be tailored to reflect your unique value proposition and brand identity.

Have more questions? Please email us at support@zomentum.com and we will help you find a relevant plan and address more inquiries.

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