Quick Overview
- 1#1: Proposify - Automates the creation, presentation, negotiation, and signing of sales proposals with interactive templates and real-time tracking.
- 2#2: PandaDoc - Streamlines proposal generation, e-signatures, payments, and analytics in a single platform for faster deal closures.
- 3#3: Loopio - AI-powered RFP and proposal response automation with content libraries and collaborative workflows.
- 4#4: RFPIO - AI-driven platform for automating RFP responses, proposal management, and content reuse across teams.
- 5#5: Better Proposals - Simplifies proposal creation with drag-and-drop templates, automation, payments, and e-signatures for small businesses.
- 6#6: Nusii - Agency-focused proposal software for building, sending, and tracking customized proposals with team collaboration.
- 7#7: Qvidian - Enterprise-grade proposal automation with centralized content, compliance checks, and analytics for complex bids.
- 8#8: Bidsketch - Enables quick proposal drafting from pre-built templates with tracking and e-signature integration.
- 9#9: Templafy - Automates document and proposal generation with template management, branding, and enterprise integrations.
- 10#10: Storydoc - Creates interactive, data-driven web-based proposals that boost engagement and conversion rates.
These tools were selected based on a focus on core functionality, user experience, reliability, and value, evaluating features like automation capabilities, customization, integration options, and scalability to ensure the list reflects the most impactful solutions for diverse use cases.
Comparison Table
Proposal automation software streamlines creating, customizing, and managing proposals, and this comparison table evaluates leading tools like Proposify, PandaDoc, Loopio, RFPIO, and Better Proposals to help identify the best fit. Readers will gain insights into key features, ease of use, and pricing models across the platforms, enabling informed decisions for their workflow needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Proposify Automates the creation, presentation, negotiation, and signing of sales proposals with interactive templates and real-time tracking. | specialized | 9.5/10 | 9.7/10 | 9.4/10 | 9.2/10 |
| 2 | PandaDoc Streamlines proposal generation, e-signatures, payments, and analytics in a single platform for faster deal closures. | specialized | 9.1/10 | 9.4/10 | 8.9/10 | 8.6/10 |
| 3 | Loopio AI-powered RFP and proposal response automation with content libraries and collaborative workflows. | specialized | 8.7/10 | 9.2/10 | 8.4/10 | 8.0/10 |
| 4 | RFPIO AI-driven platform for automating RFP responses, proposal management, and content reuse across teams. | general_ai | 8.7/10 | 9.2/10 | 7.8/10 | 8.0/10 |
| 5 | Better Proposals Simplifies proposal creation with drag-and-drop templates, automation, payments, and e-signatures for small businesses. | specialized | 8.7/10 | 8.6/10 | 9.3/10 | 8.4/10 |
| 6 | Nusii Agency-focused proposal software for building, sending, and tracking customized proposals with team collaboration. | specialized | 8.4/10 | 8.5/10 | 9.2/10 | 8.0/10 |
| 7 | Qvidian Enterprise-grade proposal automation with centralized content, compliance checks, and analytics for complex bids. | enterprise | 8.1/10 | 8.7/10 | 7.4/10 | 7.6/10 |
| 8 | Bidsketch Enables quick proposal drafting from pre-built templates with tracking and e-signature integration. | specialized | 8.2/10 | 8.4/10 | 9.1/10 | 7.8/10 |
| 9 | Templafy Automates document and proposal generation with template management, branding, and enterprise integrations. | enterprise | 8.2/10 | 9.0/10 | 7.5/10 | 7.8/10 |
| 10 | Storydoc Creates interactive, data-driven web-based proposals that boost engagement and conversion rates. | creative_suite | 7.9/10 | 8.2/10 | 8.0/10 | 7.4/10 |
Automates the creation, presentation, negotiation, and signing of sales proposals with interactive templates and real-time tracking.
Streamlines proposal generation, e-signatures, payments, and analytics in a single platform for faster deal closures.
AI-powered RFP and proposal response automation with content libraries and collaborative workflows.
AI-driven platform for automating RFP responses, proposal management, and content reuse across teams.
Simplifies proposal creation with drag-and-drop templates, automation, payments, and e-signatures for small businesses.
Agency-focused proposal software for building, sending, and tracking customized proposals with team collaboration.
Enterprise-grade proposal automation with centralized content, compliance checks, and analytics for complex bids.
Enables quick proposal drafting from pre-built templates with tracking and e-signature integration.
Automates document and proposal generation with template management, branding, and enterprise integrations.
Creates interactive, data-driven web-based proposals that boost engagement and conversion rates.
Proposify
specializedAutomates the creation, presentation, negotiation, and signing of sales proposals with interactive templates and real-time tracking.
Pixel-perfect analytics that reveal exactly how prospects engage with proposals in real-time
Proposify is a top-tier proposal automation software designed to help sales teams create, send, track, and close deals with professional, interactive proposals. It features a drag-and-drop builder, customizable templates, and seamless e-signatures to streamline the entire proposal lifecycle. The platform offers real-time analytics for tracking client engagement and integrates with CRMs like Salesforce and HubSpot for efficient workflows.
Pros
- Intuitive drag-and-drop proposal builder with extensive templates
- Advanced analytics tracking every page view and interaction
- Built-in e-signatures, payments, and CRM integrations
Cons
- Higher pricing tiers may be costly for very small teams
- Advanced customization requires some learning
- Limited free tier or trial restrictions
Best For
Sales teams, agencies, and B2B companies seeking to automate professional proposal creation and improve win rates.
Pricing
Starts at $49/user/month (Essentials, billed annually); Business at $69/user/month; Enterprise custom pricing.
PandaDoc
specializedStreamlines proposal generation, e-signatures, payments, and analytics in a single platform for faster deal closures.
Interactive document analytics providing granular insights into recipient engagement, such as time spent on sections and mobile views
PandaDoc is a robust proposal automation platform designed to streamline the creation, customization, delivery, and tracking of sales proposals, quotes, and contracts. It features drag-and-drop editors, dynamic templates, e-signatures, and advanced analytics to enhance sales efficiency and conversion rates. With seamless CRM integrations like Salesforce and HubSpot, it automates data syncing and personalization for faster deal closures.
Pros
- Extensive template library with dynamic content blocks for quick customization
- Real-time document analytics tracking opens, views, and engagement metrics
- Strong integrations with CRMs and payment gateways for end-to-end automation
Cons
- Higher pricing tiers required for advanced features like unlimited users
- Steeper learning curve for complex workflows and custom branding
- Limited customization in the free trial and basic plan
Best For
Mid-sized sales teams and enterprises seeking professional, trackable proposals with CRM automation.
Pricing
Starts at $19/user/month (Essentials), $49/user/month (Business), $59/user/month (Enterprise); annual billing discounts available, free trial offered.
Loopio
specializedAI-powered RFP and proposal response automation with content libraries and collaborative workflows.
AI Content Assistant that auto-generates and suggests tailored responses from the library
Loopio is a comprehensive proposal automation platform that centralizes content libraries to enable sales teams to efficiently create, collaborate on, and deliver RFPs, proposals, and security questionnaires. It leverages AI to automate response generation, matching questions to pre-approved answers and suggesting edits for accuracy and consistency. The software integrates with CRMs like Salesforce and offers analytics to track proposal performance, making it ideal for streamlining high-volume proposal processes in B2B environments.
Pros
- Powerful centralized content library with advanced search and AI matching
- Strong collaboration tools and real-time editing for distributed teams
- Robust integrations with Salesforce, HubSpot, and other sales tools
Cons
- High enterprise-level pricing not suitable for small teams
- Steep initial setup and learning curve for content library management
- Limited customization options for non-standard proposal formats
Best For
Mid-to-large B2B sales teams handling frequent, complex RFPs and security reviews.
Pricing
Custom quote-based pricing; typically starts at $5,000+/month for enterprise plans with no public tiers.
RFPIO
general_aiAI-driven platform for automating RFP responses, proposal management, and content reuse across teams.
Iris AI, which uses generative AI to auto-generate accurate responses from vast content libraries, saving significant manual review time.
RFPIO is a robust response management platform that automates the creation of proposals, RFPs, RFIs, and security questionnaires through AI-powered content matching and generation. It centralizes content libraries, enables collaborative editing, and integrates with tools like Salesforce and Microsoft Office to streamline high-volume response processes. Ideal for sales and proposal teams, it reduces manual effort by up to 80% via intelligent automation and smart import features.
Pros
- AI-driven Iris for automated response generation and content suggestions
- Powerful centralized library with advanced search and tagging
- Seamless integrations with CRM, productivity suites, and collaboration tools
Cons
- Steep learning curve and complex initial setup for new users
- Enterprise-level pricing that may not suit small teams
- Occasional performance lags with very large content libraries
Best For
Mid-to-large enterprises with high RFP volumes needing scalable automation for sales and compliance teams.
Pricing
Custom quote-based pricing; typically starts at $50,000+ annually for enterprise plans, scaled by users and features.
Better Proposals
specializedSimplifies proposal creation with drag-and-drop templates, automation, payments, and e-signatures for small businesses.
Embedded payment collection and one-click upsells directly within interactive, website-like proposals
Better Proposals is a user-friendly platform that enables freelancers, agencies, and sales teams to create professional, interactive proposals using drag-and-drop templates. It automates the proposal process with features like e-signatures, integrated payments via Stripe or PayPal, real-time tracking, and automated reminders. The tool emphasizes mobile-responsive designs that resemble websites, helping to increase client engagement and conversion rates.
Pros
- Stunning, customizable templates that look professional and modern
- Seamless integration of e-signatures and payments within proposals
- Comprehensive tracking and automation for follow-ups and notifications
Cons
- Limited advanced workflow automation compared to enterprise tools
- No native CRM or lead management features
- Proposal limits on lower tiers can restrict high-volume users
Best For
Freelancers, consultants, and small agencies seeking an intuitive tool to create visually appealing proposals with built-in monetization.
Pricing
Starts at $19/month (Starter: 10 proposals/mo), $29/month (Premium: 50 proposals/mo), $49/month (Business: unlimited proposals, teams); billed annually with 14-day free trial.
Nusii
specializedAgency-focused proposal software for building, sending, and tracking customized proposals with team collaboration.
Interactive proposal rooms allowing clients to comment, approve sections, and collaborate in real-time
Nusii is a proposal automation platform tailored for agencies, freelancers, and sales teams to create, send, and track professional proposals efficiently. It features drag-and-drop templates, a reusable content library, real-time client interaction tools like comments and approvals, and integrated e-signatures with payment options. The software streamlines the sales process by providing detailed analytics on proposal views and engagement, helping users close deals faster.
Pros
- Intuitive drag-and-drop editor for quick customization
- Real-time tracking and client interaction features
- Built-in e-signatures and payment integrations
Cons
- Limited native integrations with major CRMs
- No free plan or trial beyond 14 days
- Advanced customization requires paid plans
Best For
Small agencies and freelancers seeking an user-friendly tool for creating interactive, trackable proposals without a steep learning curve.
Pricing
Starts at $29/user/month (Starter, billed annually), $49 (Pro), $79 (Business); custom Enterprise plans available.
Qvidian
enterpriseEnterprise-grade proposal automation with centralized content, compliance checks, and analytics for complex bids.
Automated proposal wizard with rule-based content selection and dynamic assembly for rapid, tailored document generation
Qvidian, now part of Upland Software, is a robust proposal automation platform designed to streamline the creation, collaboration, and delivery of sales proposals, RFPs, and other sales documents. It features a centralized content library for easy reuse, automated assembly wizards, and workflow tools that enable teams to produce compliant, branded outputs quickly. The software includes analytics to track content performance and improve win rates, making it suitable for complex enterprise environments.
Pros
- Powerful centralized content library with search and reuse capabilities
- Advanced automation for proposal assembly and compliance checks
- Strong analytics and reporting to optimize content and win rates
Cons
- Steep learning curve and complex initial setup
- Enterprise-level pricing that may not suit smaller teams
- User interface feels somewhat dated compared to modern competitors
Best For
Large enterprises and sales teams handling high-volume, complex RFPs and proposals requiring heavy customization and compliance.
Pricing
Custom enterprise pricing, typically starting at $20,000+ annually based on users and features; quote-based.
Bidsketch
specializedEnables quick proposal drafting from pre-built templates with tracking and e-signature integration.
Interactive proposals that allow real-time client edits and collaboration directly within the document
Bidsketch is a proposal automation software designed to help sales teams, freelancers, and agencies create, send, and track customized proposals quickly using drag-and-drop templates and interactive elements. It streamlines the sales process with built-in e-signatures, payment integrations like Stripe and PayPal, and real-time tracking of proposal views and interactions. The platform emphasizes speed and simplicity, allowing users to generate professional proposals without design expertise.
Pros
- Intuitive drag-and-drop builder for rapid proposal creation
- Integrated e-signatures and payment collection to accelerate deal closure
- Robust tracking and analytics for proposal performance insights
Cons
- Limited advanced CRM integrations compared to enterprise competitors
- Per-user pricing can add up for larger teams
- Customization options may feel basic for highly complex proposals
Best For
Freelancers, small agencies, and sales teams needing fast, simple proposal automation without a steep learning curve.
Pricing
Starts at $29/user/month (billed annually) for Pro plan; Business at $99/user/month; custom Enterprise pricing.
Templafy
enterpriseAutomates document and proposal generation with template management, branding, and enterprise integrations.
Center of Excellence hub for centralized content management and self-service automation ensuring 100% compliance.
Templafy is a robust document automation platform that streamlines the creation, management, and distribution of sales proposals, contracts, and reports using dynamic templates. It integrates seamlessly with CRM systems like Salesforce and productivity tools such as Microsoft Office, enabling personalized document generation at scale while enforcing brand compliance and governance. Ideal for sales and legal teams, it reduces manual work through self-service portals and centralized content libraries.
Pros
- Advanced dynamic content assembly and template automation
- Strong integrations with CRM and Office apps for seamless workflows
- Enterprise-grade governance, compliance, and brand consistency tools
Cons
- Steep learning curve for complex setups and advanced features
- Custom pricing lacks transparency and can be costly for SMBs
- Interface feels overwhelming for new users despite intuitive basics
Best For
Mid-to-large enterprises with regulated industries needing scalable proposal automation and strict content governance.
Pricing
Custom enterprise pricing via quote; typically starts around $25-50/user/month depending on features and scale, with no public tiers.
Storydoc
creative_suiteCreates interactive, data-driven web-based proposals that boost engagement and conversion rates.
Adaptive smart decks that dynamically adjust content based on viewer interactions and data
Storydoc is an interactive presentation platform that enables users to create dynamic, web-based proposals and sales stories from templates, replacing static PDFs and slides. It automates personalization, embeds multimedia like videos and integrations, and provides real-time analytics on viewer engagement. Ideal for B2B sales, it supports collaboration and CRM integrations but focuses more on storytelling than traditional contract workflows.
Pros
- Exceptional interactivity with adaptive content and multimedia embeds
- Robust analytics for tracking proposal engagement and performance
- Scalable personalization and CRM integrations like HubSpot and Salesforce
Cons
- Limited native e-signature or contract management features
- Fewer proposal-specific templates compared to dedicated tools
- Pricing scales quickly for teams needing multiple editors
Best For
B2B sales and marketing teams seeking engaging, trackable interactive proposals over traditional document automation.
Pricing
Free trial; Pro plan at $30/editor/month (billed annually), Business at $50/editor/month, Enterprise custom.
Conclusion
Each tool in this ranking offers unique strengths, from streamlining proposal creation for small businesses to handling complex enterprise bids, yet all share a common goal of boosting efficiency. At the top, Proposify stands out with its robust interactive templates and real-time tracking, making it a versatile choice. Close behind, PandaDoc excels as an all-in-one solution with seamless e-signatures and analytics, while Loopio impresses with AI-driven RFP responses, catering to collaborative workflows.
Ready to elevate your proposal process? Start with Proposify to automate creation, negotiation, and signing, and unlock faster deal closures tailored to your needs.
Tools Reviewed
All tools were independently evaluated for this comparison