Best Proposal Software to Win New Business in 2020

May 14, 2020

i

5 Min Read

You can spend hours drafting up proposals and agreements for prospective clients when they may just end up choosing your competitor anyway!

What you need is a way to reduce the time it takes to create a proposal and automate the followup process!

But, how do you achieve this?

The answer is to use proposal software.

Spend less time drafting proposals and win more deals!

In this roundup, you’ll find 2020’s best and brightest of the proposal software world.

With so many options out there, it can be hard to pick, and as such I’ve taken done the hard work in bringing you the top 5.

So, without further ado, here are my top 5 proposal software solutions for 2020.

1. PandaDoc

Simple to use. Quick to configure. PandaDoc is the market leader in Proposal Software and for good reason. The platform is 100% mobile responsive and boasts very large companies using it daily, including Hilton & Tata Steel. Integrations is where PandaDoc shines, with over 21+ integrations including CRM platforms such as Hubspot and Salesforce.

With a free trial of 14 days and plans as low as $9 USD / month per user (annually billed) they are one of the best value solutions out there. Existing templates can be used to get up and running quickly, though admittedly the templates are not as nice or well designed as other platforms.

If you can spend the time setting up your own templates at the start, you’ll be rewarded in the long term with a very scalable platform that is a great fit for most businesses. 

2. Proposify

A great option for sales teams that need to get proposals out quicker. With many similar features to PandaDoc the common question is “what is the difference?”. The biggest difference is the focus Proposify places on design.

For smaller businesses especially those in media and design industries, Proposify could be a great option. An important thing to note is that they are a smaller company and as such have a smaller support team based out of the United States, whilst PandaDoc has multi-country support and a team of over 200+ staff. 

Proposify has a free 14 day trial and plans as low as $19 USD / month per user (billed monthly or annually). If you’re a design agency looking for a no-fuss proposal solution, Proposify is a solid choice. 

3. Qwilr

Qwilr is an interactive proposal solution built of Sydney Australia! Their approach is super quick to build, visually pleasing and interactive quotes and proposals – and they do this very well. 

Businesses looking for a proposal solution that is less PDF or letter based proposal and more beautifully designed ‘web-site’ in style, this could be the option for you. 

Qwilr has a free 14 day trial and their plans start at $75 USD / month for 3 users (billed monthly). There are plenty of integrations available with the major CRM’s and other platforms such as Slack.

Qwilr is a unique solution that stands out in just the right way for some. 

4. Better Proposals

An interesting solution that is a mix between Qwilr and PandaDoc/Proposify but with a focus on small business. Better Proposals is beautifully designed has plenty of available templates and a simple to use editor. 

Better Proposals stands out with simple design and a great proposal editor, but with all the simplicity some will miss features they may need or like. 

Better Proposals has the standard free 14 day trial and their plans start at $19 USD / month per user (billed monthly, annual discounts available).

5. Proposable

One of the first on the market, Proposable is well known and reliable. The world of proposals and proposal design changes constantly and although Proposable has a highly functional well-built platform, most of their templates and designs are on the more traditional side. 

Proposable has all the standard bells and whistles, e-signing, analytics and payment processing, they also integrate with most major CRM’s. 

Of course they offer the standard 14 day free trial and their plans start at $19 USD / month per user (billed monthly).

If your business is in a traditional industry with minimal change, the templates offered by Proposable might be a good fit, but many will find it lacking the ‘Wow-factor’.

Final Thoughts

There’s no doubt that figuring out which proposal software platform will suit your business best will take some time and you really shouldn’t rush the decision. It is important to select the right one that will scale with your business as you grow. 

The best way to pick the right solution for your business is to:

  • Create a list of ‘must-have’ features – You can then refer to the list, ticking the boxes as you test each solution. 

 

  • Pick your top 3 that might be a good fit and trial them out! – There’s no better way of seeing whether it will work than testing them for yourself, you’ll get hands on experience in the platform and see if it works for you. Most offer a 14-day trial so this should be a breeze. 

 

  • Seek out advice – Ask those that know about which solution will fit your needs and your industry best. I’ve been working with proposal software for quite some time now, if you have questions reach out below! 

 

Well that’s all folks. I hope this helps and feel free to reach out with any questions!

Good luck on your proposal software seeking journey!

Need Help?

If you’re stuck, need advice, or don’t know where to begin, let’s chat.

You May Also Like…