Quick Overview
- 1#1: D-Tools SI - Comprehensive platform for AV integrators to design systems, create professional proposals, and manage entire project lifecycles.
- 2#2: EBQ Red - AV-specific software that automates proposal generation using a vast product database, labor costing, and customizable templates.
- 3#3: ProjX360 - All-in-one CRM and proposal tool tailored for commercial AV sales teams to streamline quoting and opportunity management.
- 4#4: Cyzerg - Intelligent quoting software for AV and security integrators with real-time pricing from distributors and automated configurations.
- 5#5: QuoteWerks - Powerful CPQ solution with AV supplier integrations for fast, accurate proposal creation and deal closure.
- 6#6: Snap One Visual Project - Cloud-based AV system design and visualization tool that generates professional proposals for integrators.
- 7#7: ConnectWise Sell - Configure-price-quote platform used by AV integrators for dynamic proposals and sales automation.
- 8#8: ServiceTitan - Field service management software with advanced quoting and proposal tools suitable for AV installation businesses.
- 9#9: Jobber - Simple quoting and invoicing software popular among small to mid-sized AV service providers for quick proposals.
- 10#10: Procore - Construction management platform with bidding and proposal features used by AV integrators for large-scale projects.
Tools were chosen based on feature strength, user experience, and practical value, prioritizing those that streamline workflows like design, quoting, and management while balancing quality with versatility for integrators of all scales.
Comparison Table
Dive into a comparison of Av Proposal Software tools like D-Tools SI, EBQ Red, ProjX360, Cyzerg, QuoteWerks, and more. This table clarifies key features, usability, and efficiency to help you select the ideal solution for streamlining proposals, enhancing productivity, and improving client communication. Explore how each tool stacks up to identify the best fit for your needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | D-Tools SI Comprehensive platform for AV integrators to design systems, create professional proposals, and manage entire project lifecycles. | specialized | 9.7/10 | 9.8/10 | 8.4/10 | 9.3/10 |
| 2 | EBQ Red AV-specific software that automates proposal generation using a vast product database, labor costing, and customizable templates. | specialized | 9.3/10 | 9.6/10 | 8.7/10 | 9.1/10 |
| 3 | ProjX360 All-in-one CRM and proposal tool tailored for commercial AV sales teams to streamline quoting and opportunity management. | specialized | 8.7/10 | 9.2/10 | 8.1/10 | 8.4/10 |
| 4 | Cyzerg Intelligent quoting software for AV and security integrators with real-time pricing from distributors and automated configurations. | specialized | 8.2/10 | 9.1/10 | 7.6/10 | 8.0/10 |
| 5 | QuoteWerks Powerful CPQ solution with AV supplier integrations for fast, accurate proposal creation and deal closure. | specialized | 8.2/10 | 9.1/10 | 7.0/10 | 7.8/10 |
| 6 | Snap One Visual Project Cloud-based AV system design and visualization tool that generates professional proposals for integrators. | specialized | 7.8/10 | 8.2/10 | 8.0/10 | 7.4/10 |
| 7 | ConnectWise Sell Configure-price-quote platform used by AV integrators for dynamic proposals and sales automation. | enterprise | 7.2/10 | 8.0/10 | 6.5/10 | 7.0/10 |
| 8 | ServiceTitan Field service management software with advanced quoting and proposal tools suitable for AV installation businesses. | enterprise | 6.2/10 | 5.8/10 | 7.1/10 | 5.9/10 |
| 9 | Jobber Simple quoting and invoicing software popular among small to mid-sized AV service providers for quick proposals. | other | 6.8/10 | 6.2/10 | 8.5/10 | 7.0/10 |
| 10 | Procore Construction management platform with bidding and proposal features used by AV integrators for large-scale projects. | enterprise | 7.1/10 | 7.5/10 | 6.8/10 | 6.4/10 |
Comprehensive platform for AV integrators to design systems, create professional proposals, and manage entire project lifecycles.
AV-specific software that automates proposal generation using a vast product database, labor costing, and customizable templates.
All-in-one CRM and proposal tool tailored for commercial AV sales teams to streamline quoting and opportunity management.
Intelligent quoting software for AV and security integrators with real-time pricing from distributors and automated configurations.
Powerful CPQ solution with AV supplier integrations for fast, accurate proposal creation and deal closure.
Cloud-based AV system design and visualization tool that generates professional proposals for integrators.
Configure-price-quote platform used by AV integrators for dynamic proposals and sales automation.
Field service management software with advanced quoting and proposal tools suitable for AV installation businesses.
Simple quoting and invoicing software popular among small to mid-sized AV service providers for quick proposals.
Construction management platform with bidding and proposal features used by AV integrators for large-scale projects.
D-Tools SI
specializedComprehensive platform for AV integrators to design systems, create professional proposals, and manage entire project lifecycles.
The industry-leading product database with 250,000+ certified AV products from 300+ manufacturers, enabling drag-and-drop designs with real-time pricing and specs.
D-Tools SI is a comprehensive AV proposal and system design software tailored for professional integrators, enabling users to create detailed system designs, generate accurate proposals, and manage projects from inception to completion. It features an extensive, manufacturer-certified product database with over 250,000 items, drag-and-drop visual design tools, and automated proposal generation with professional templates. The software also supports inventory management, mobile access via the PlanView app, and integrations with CRM and accounting systems for streamlined workflows.
Pros
- Vast manufacturer-certified product database for accurate BOQs and designs
- Automated proposal generation with customizable templates saves significant time
- End-to-end project management including inventory, labor costing, and mobile access
Cons
- Steep learning curve for new users due to extensive features
- Primarily Windows-based with limited cross-platform support
- Higher upfront cost compared to simpler proposal tools
Best For
Professional AV integrators and custom installers handling complex residential and commercial projects who require precise system design and proposal automation.
Pricing
Perpetual license starts at ~$3,000 for base SI edition, plus ~$1,000 annual maintenance; subscription options available from $250/month; additional modules extra.
EBQ Red
specializedAV-specific software that automates proposal generation using a vast product database, labor costing, and customizable templates.
Integrated AV equipment database with automated BOM and labor pricing calculations
EBQ Red is a cloud-based proposal automation platform tailored for AV integrators, allowing users to build professional, branded proposals quickly using drag-and-drop templates and AV-specific libraries. It automates bill of materials (BOM), labor calculations, pricing, and integrates seamlessly with CRMs like D-Tools, Salesforce, and PSA tools. The software supports real-time collaboration, e-signatures, and dynamic updates, streamlining the sales process from quote to close.
Pros
- AV-specific tools like equipment libraries and labor estimators
- Robust integrations with D-Tools, Salesforce, and other AV workflows
- Fast, professional proposal generation with real-time collaboration
Cons
- Steep initial learning curve for complex customizations
- Higher cost may deter very small firms
- Limited mobile editing capabilities
Best For
Mid-sized AV integrators and resellers needing scalable, industry-specific proposal automation to accelerate sales cycles.
Pricing
Starts at $149/user/month (billed annually) for Pro plan; custom Enterprise pricing available.
ProjX360
specializedAll-in-one CRM and proposal tool tailored for commercial AV sales teams to streamline quoting and opportunity management.
AV-specific BOM generator that auto-populates equipment, labor, and pricing from a vast database
ProjX360 is a cloud-based platform designed specifically for AV integrators, enabling the creation of professional proposals with detailed bills of materials (BOMs), equipment lists, and pricing configurations. It streamlines the entire project lifecycle from initial proposal to installation tracking, inventory management, and client CRM. The software integrates AV-specific tools like labor scheduling and QuickBooks syncing to boost efficiency for pro AV professionals.
Pros
- Tailored AV proposal templates with dynamic BOM builder
- Comprehensive project management including scheduling and inventory
- Mobile app for on-site access and QuickBooks integration
Cons
- Steep initial learning curve for complex features
- Pricing can be high for small teams
- Limited advanced reporting customization
Best For
Mid-sized AV integration firms needing an end-to-end solution for proposals and project delivery.
Pricing
Starts at $99/user/month (billed annually), with tiered plans up to enterprise custom pricing.
Cyzerg
specializedIntelligent quoting software for AV and security integrators with real-time pricing from distributors and automated configurations.
Real-time inventory-linked quoting that auto-populates AV equipment specs, pricing, and availability into proposals
Cyzerg is a comprehensive ERP platform tailored for AV integrators, featuring a robust quoting and proposal module that generates professional, customizable AV project proposals with integrated equipment lists, labor estimates, and pricing. It combines CRM, inventory management, project tracking, and service dispatch into a single system, streamlining operations from lead to completion. Ideal for AV businesses seeking end-to-end workflow automation with industry-specific tools.
Pros
- Industry-specific AV templates and quoting engine
- Seamless integration with inventory and project management
- Customizable proposals with real-time pricing updates
Cons
- Steep learning curve for full ERP suite
- Pricing can be high for smaller teams
- Limited standalone mobile app functionality
Best For
Mid-sized AV integrators needing an all-in-one ERP with advanced proposal generation tied to inventory and operations.
Pricing
Custom enterprise pricing starting around $500/month per user, with modular plans scaling by features and team size.
QuoteWerks
specializedPowerful CPQ solution with AV supplier integrations for fast, accurate proposal creation and deal closure.
Integrated real-time pricing and inventory from hundreds of distributors and manufacturers
QuoteWerks is a powerful configure-price-quote (CPQ) software tailored for AV integrators, enabling the creation of detailed proposals with line items for equipment, labor, and services from an extensive product database. It supports complex configurations, dynamic pricing, and customizable templates to produce professional quotes and contracts. The platform integrates with CRMs like Salesforce and accounting tools like QuickBooks, automating workflows for sales teams in the AV industry.
Pros
- Massive product database with over 1 million AV items and real-time distributor pricing
- Deep integrations with CRMs, ERPs, and accounting software
- Highly customizable quote templates and clauses for professional AV proposals
Cons
- Steep learning curve due to feature-rich, desktop-centric interface
- Dated UI compared to modern cloud-native competitors
- Pricing requires custom quotes and can be expensive for small teams
Best For
Mid-to-large AV integrators and resellers managing complex, high-volume proposals with diverse product catalogs.
Pricing
Quote-based; perpetual licenses start around $995/user plus $295 annual maintenance, or subscription options from $50-100/user/month.
Snap One Visual Project
specializedCloud-based AV system design and visualization tool that generates professional proposals for integrators.
Seamless 3D interactive proposals built directly from Snap One's verified product library
Snap One Visual Project is a cloud-based AV proposal software tailored for integrators in the custom installation industry. It enables users to drag-and-drop products from Snap One's extensive catalog to create interactive 3D system designs and professional proposals. The tool supports collaboration, client presentations, and seamless export to PDF or web links, streamlining the sales process for AV projects.
Pros
- Deep integration with Snap One's product catalog for accurate proposals
- Intuitive drag-and-drop interface for quick 3D visualizations
- Cloud-based collaboration and mobile-friendly client sharing
Cons
- Limited compatibility with non-Snap One products
- Subscription model can feel restrictive for small integrators
- Advanced customization requires familiarity with the ecosystem
Best For
AV integrators heavily invested in the Snap One ecosystem who prioritize visually stunning, product-specific proposals.
Pricing
Subscription tiers starting at $99/user/month, with enterprise options available; free trial offered.
ConnectWise Sell
enterpriseConfigure-price-quote platform used by AV integrators for dynamic proposals and sales automation.
Dynamic product bundling and variant configurator for handling intricate AV system assemblies with real-time pricing updates
ConnectWise Sell is a Configure, Price, Quote (CPQ) platform tailored for managed service providers and integrators, enabling the creation of detailed, professional proposals with configurable product catalogs and automated pricing. For AV proposal software, it supports building bills of materials (BOMs) for audio-visual systems, layering services, and generating polished documents. It integrates deeply with ConnectWise Manage for streamlined workflows from quote to project delivery.
Pros
- Powerful CPQ engine for complex AV configurations and BOMs
- Seamless integration with ConnectWise PSA and inventory tools
- Customizable templates and approval workflows for professional proposals
Cons
- Steep learning curve for initial setup and customization
- Limited native AV-specific tools like diagramming or room design
- Pricing can be high for smaller AV firms without ecosystem buy-in
Best For
Mid-sized AV integrators embedded in the ConnectWise ecosystem needing robust, automated quoting alongside PSA functionality.
Pricing
Quote-based pricing, typically $49-$99 per user/month depending on bundle and volume, often sold as part of ConnectWise University suite.
ServiceTitan
enterpriseField service management software with advanced quoting and proposal tools suitable for AV installation businesses.
Real-time mobile proposal generation with built-in e-signatures and payment processing for immediate job closure.
ServiceTitan is a robust field service management platform designed primarily for home service trades like HVAC and plumbing, offering proposal and estimating tools that allow technicians to create on-site quotes with line items from pricing catalogs. For AV proposal needs, it supports basic estimate generation, digital signatures, and upsell recommendations but lacks specialized AV design features like system diagrams, equipment libraries, or rack layouts. While it integrates proposals into broader workflows like scheduling and invoicing, it's not optimized for complex AV system proposals typical in commercial installations.
Pros
- Mobile app enables quick on-site proposal creation and e-signatures
- Integrates proposals seamlessly with dispatching, invoicing, and payments
- Customizable pricing books and upsell tools streamline service-based quoting
Cons
- Lacks AV-specific tools like CAD integration, AV libraries, or visual system design
- High cost relative to proposal-only functionality; better suited for full business management
- Steep learning curve for non-service trade users due to extensive feature set
Best For
AV service companies focused on field maintenance and quick residential proposals rather than custom design-build projects.
Pricing
Custom enterprise pricing, typically starting at $265 per technician/month with minimums and add-ons.
Jobber
otherSimple quoting and invoicing software popular among small to mid-sized AV service providers for quick proposals.
Seamless quote-to-job conversion that automatically populates schedules and invoices from approved proposals
Jobber is a field service management platform with quoting and proposal tools that can be adapted for AV service providers to create professional estimates for equipment, labor, and installations. It enables customizable line-item quotes, digital delivery for client review and approval, and seamless conversion to jobs or invoices. While not AV-specific, it supports the full workflow from proposal to completion for service-based AV businesses like installers and event technicians.
Pros
- User-friendly interface for quick quote creation and customization
- Digital signatures and client portal for streamlined approvals
- Integrates proposals with scheduling, invoicing, and payments
Cons
- Lacks AV-specific features like equipment libraries or design diagrams
- Overkill for proposal-only needs due to broader service focus
- Limited advanced customization for complex AV project proposals
Best For
Small to mid-sized AV installation and service companies needing an all-in-one tool beyond just proposals.
Pricing
Starts at $49/month (Lite, annual billing) up to $349+/month (Plus plan) for teams, with per-user scaling.
Procore
enterpriseConstruction management platform with bidding and proposal features used by AV integrators for large-scale projects.
Integrated Digital Takeoff and Estimating for precise quantity and cost calculations in AV bids
Procore is a comprehensive cloud-based construction management platform that includes preconstruction tools for bidding, estimating, and proposals, which can be adapted for AV system integrations in larger projects. It streamlines RFIs, submittals, and document management to support proposal development and project handover. While powerful for general construction workflows, it lacks specialized AV design visualization or equipment cataloging features typical of dedicated AV proposal software.
Pros
- Robust estimating and takeoff tools adaptable for AV cost breakdowns
- Extensive integrations with CAD and financial software
- Scalable platform with strong mobile access for field teams
Cons
- Not tailored for AV-specific proposals like system diagrams or AV equipment libraries
- Steep learning curve due to broad construction-focused interface
- High enterprise-level pricing with limited value for small AV firms
Best For
Large AV integrators managing complex construction projects who need end-to-end lifecycle management beyond just proposals.
Pricing
Custom quote-based pricing, typically $375-$625 per user/month or project-based for enterprise plans.
Conclusion
After comparing the top 10 AV proposal tools, D-Tools SI emerges as the clear top choice, offering a comprehensive platform for end-to-end system design and lifecycle management. EBQ Red and ProjX360 follow closely, with EBQ Red excelling in automated generation and vast product data, and ProjX360 integrating CRM and opportunity management seamlessly. Each tool suits different needs, but D-Tools SI stands out for its holistic approach to streamlining proposal processes. EBQ Red and ProjX360 are strong alternatives, catering to distinct workflows from fully automated generation to integrated sales management.
Don’t miss out—start with D-Tools SI to unlock the best in comprehensive proposal and project management tools. Whether your focus is on end-to-end design, automation, or CRM integration, the top-ranked tool delivers the efficiency needed to elevate your AV sales and project success.
Tools Reviewed
All tools were independently evaluated for this comparison