Proposal Software

Q: What is proposal management software?

Proposal management software is designed as a user-friendly way to help sales teams and companies increase sales efficiency, with automation to speed up the contract creation and branded proposal process.

Q: Why should I use proposal management software?

The right proposal management tools decrease the creation time of professional-looking, media-rich proposals proven to close more deals and shorten your sales cycle. All while providing a world-class electronic signature and checkout experience for potential clients, without pricing that breaks the bank.

Q: What should a proposal include?

Your proposal should include media (photos or videos), CPQ functionality, CRM and payment integrations, an opportunity for the customer to sign off electronically, and advanced analytics so you can close deals faster and accelerate your sales cycle. You’ll be able to incorporate all these aspects with top sales proposal software.

Q: Where can I find free proposal templates?

Proposal building software usually includes templates. Some will include it as part of a free plan, while others you can try it out with a trial period. PandaDoc comes with 750+ templates, all available in the PandaDoc template gallery, saving you time and producing beautiful documents.

Create, send, and eSign client-facing proposals. Increase your close rate by 18% with PandaDoc; far more than your standard online proposal software.

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Amaze prospects in no time

Get stunning, personalized proposals out the door in a matter of minutes. Create professional, error-free documents with pre-built templates, customizable formatting, a drag & drop library of content, esignature functionality, and data from your CRM.

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Stay in the know with real-time notifications

Timing is everything. Real-time notifications when a proposal is opened, viewed, commented on, or completed empower your team to jump into action.

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Create winning proposals with PandaDoc API

Generate branded proposals from your CRM data, track progress, and get deals signed faster from your existing tools.

Auto-fill from CRM data
Track status in real-time
Build templates once, reuse forever
Control who reviews and signs

Start automating proposals

Deliver an amazing buying experience

Don’t just engage, make it engaging. Sending out a professional proposal is just the first step. Keep the conversation going with painless collaboration inside the proposal or drive urgency with automatic follow-up reminders.

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Workflow that works for you

With brand-approved templates and optional content locking, you stay in control of the look, feel, and actions within every sales proposal going out the door.

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Read reviews from real customers

"I like the fact that it integrates well with my CRM (Salesforce) and that it’s possible to edit a document inside the program. At my last company, I used Word and Docusign, which took a long time if I wanted…"

"I have used PandaDoc for my organization in the past and my sales team all had positive things to say about sending out contracts and creating them with the system"

"It’s super easy to use. You can upload a contract or proposals, assign fields and send it in a couple minutes. Oh, I also love getting notified when others are viewing the documents so I can reach out if they…"

"I used to hate writing proposals and procrastinate until the 9th hour but now that I have PandaDoc, I really do create my proposals in minimal time."

"Easy to use and setup. The templates work well and once you have the templates setup right then the product works very well."

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What is proposal management software?

Why should I use proposal management software?

What should a proposal include?

Where can I find free proposal templates?

What are the key features of the best proposal software?

The best proposal software speeds up the process of proposal writing, while ensuring documents always look professional and engaging. Proposal creation software solutions should have alarge content library, so you don’t have to start from scratch, and also allow you to embed multimedia elements for eye-catching docs.

Another time-saver with business proposal software is the ability to auto-fill relevant fields with tokens, pulling in data from your CRM. Look for a software tool that lets you add a clickable table of contents, so clients, leads, prospective freelancers, and others can jump to the most relevant section.

Workflow optimization and document analytics are features of the best online proposal software, as is built-in payment collection. That’s why you need a solution that’s more than just simple proposal writing software — like PandaDoc.

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