For small businesses looking to streamline their proposal creation process, using the right proposal software can save time, improve professionalism, and increase your chances of closing deals. Here are some of the best proposal software options tailored for small businesses:
1. Proposify
Proposify is one of the most popular proposal software tools for small businesses. It offers customizable templates, an easy drag-and-drop editor, and e-signature integration. Some of its key features include:
- Customizable Templates: Tailor-made for industries like design, marketing, and consulting.
- Real-Time Collaboration: Allows multiple team members to work on the same proposal.
- Tracking: You can track when a client opens, views, or interacts with a proposal.
- E-signatures: Makes closing deals easy by letting clients sign directly within the document.
Best For: Service-based small businesses needing robust design tools and tracking features.
2. PandaDoc
PandaDoc is a great solution for businesses that want to automate not just proposals, but contracts, quotes, and invoices as well. It’s known for its flexibility and wide range of integrations.
- Drag-and-Drop Document Editor: Build proposals quickly by adding text, images, pricing tables, and e-signature fields.
- Content Library: Save frequently used content blocks for faster proposal generation.
- CRM Integration: Works with popular CRMs like Salesforce, HubSpot, and Zoho.
- Mobile-Friendly: Proposals look great on any device, so clients can review and sign them from their phones.
Best For: Businesses that want a one-stop solution for proposals, contracts, and other sales documents.
3. Qwilr
Qwilr stands out for its visually appealing, web-based proposals. It’s perfect for businesses that want to impress clients with interactive and highly customizable proposals.
- Web-Based Proposals: Create interactive proposals that look more like mini-websites.
- Analytics: Track when and how your proposal is viewed, including time spent on each section.
- Integrations: Connect with tools like Slack, HubSpot, and Xero.
- Mobile-Responsive: Proposals adjust to any device, giving clients a seamless viewing experience.
Best For: Creative businesses or small teams wanting sleek, visually impressive proposals.
4. Better Proposals
Better Proposals offers simplicity and speed, with a focus on delivering high-quality, professional-looking proposals in minutes.
- Proposal Templates: Access to hundreds of pre-designed templates for various industries.
- Integrated E-Signature: Clients can approve proposals instantly with a digital signature.
- Payment Integration: Get paid faster by integrating payment options like Stripe, GoCardless, or PayPal directly into your proposals.
- Tracking and Analytics: Know when your proposal is opened, viewed, or signed.
Best For: Small businesses that want fast, simple, and professional proposals with integrated payments.
5. Bonsai
Bonsai is an all-in-one platform that caters primarily to freelancers and small businesses. It simplifies the process of creating contracts, proposals, and invoices all in one platform.
- Freelancer Focused: Designed specifically for freelancers, including features for time-tracking and project management.
- Templates for Proposals and Contracts: Easy to customize, professional-looking documents.
- Automation: Automate recurring proposals and contracts for regular clients.
- E-signature Integration: Simple e-signature functionality to get deals signed quickly.
Best For: Freelancers and small teams looking for an all-in-one tool for proposals, contracts, and invoicing.
Conclusion:
For small businesses, Proposify and PandaDoc offer the most robust features, especially if you need extensive integrations and tracking. Qwilr stands out for businesses focused on design and interactivity, while Better Proposals is perfect for those who need something simple and fast. For freelancers, Bonsai provides a great all-in-one platform that handles proposals alongside contracts and invoices.