Quick Overview
- 1#1: Proposify - Streamlines proposal creation, presentation, tracking, and e-signing to help sales teams close deals faster.
- 2#2: PandaDoc - Automates document generation, delivery, tracking, and e-signatures for proposals and contracts.
- 3#3: RFPIO - AI-powered platform for managing RFP responses, proposal collaboration, and content tracking.
- 4#4: Loopio - Accelerates proposal and RFP processes with AI-driven content search, collaboration, and analytics.
- 5#5: Qwilr - Creates interactive web-based proposals with real-time analytics and engagement tracking.
- 6#6: DocSend - Tracks document views, engagement, and analytics for shared proposals and sales collateral.
- 7#7: Nusii - Manages proposal workflows with templates, client feedback tracking, and e-sign integration.
- 8#8: Better Proposals - Builds mobile-friendly proposals with payment collection, tracking, and automation features.
- 9#9: DealHub - Provides CPQ, guided selling, and proposal generation with buyer engagement tracking.
- 10#10: Storydoc - Generates interactive storytelling proposals with built-in analytics and viewer insights.
We selected and ranked these tools based on features, user experience, reliability, and value, ensuring each entry delivers meaningful benefits to sales teams prioritizing efficiency and results.
Comparison Table
Proposal tracking software streamlines sales proposal workflows, and this comparison table explores tools like Proposify, PandaDoc, RFPIO, Loopio, Qwilr, and more. Readers will gain insights into key features, pricing models, and suitability for various team sizes to identify the right solution.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Proposify Streamlines proposal creation, presentation, tracking, and e-signing to help sales teams close deals faster. | specialized | 9.4/10 | 9.6/10 | 9.2/10 | 8.8/10 |
| 2 | PandaDoc Automates document generation, delivery, tracking, and e-signatures for proposals and contracts. | specialized | 9.1/10 | 9.4/10 | 8.7/10 | 8.5/10 |
| 3 | RFPIO AI-powered platform for managing RFP responses, proposal collaboration, and content tracking. | specialized | 8.8/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 4 | Loopio Accelerates proposal and RFP processes with AI-driven content search, collaboration, and analytics. | specialized | 8.7/10 | 9.2/10 | 8.1/10 | 7.9/10 |
| 5 | Qwilr Creates interactive web-based proposals with real-time analytics and engagement tracking. | specialized | 8.4/10 | 8.7/10 | 8.2/10 | 7.9/10 |
| 6 | DocSend Tracks document views, engagement, and analytics for shared proposals and sales collateral. | specialized | 8.1/10 | 8.7/10 | 8.5/10 | 7.4/10 |
| 7 | Nusii Manages proposal workflows with templates, client feedback tracking, and e-sign integration. | specialized | 8.1/10 | 8.3/10 | 8.8/10 | 7.5/10 |
| 8 | Better Proposals Builds mobile-friendly proposals with payment collection, tracking, and automation features. | specialized | 8.6/10 | 8.7/10 | 9.2/10 | 8.4/10 |
| 9 | DealHub Provides CPQ, guided selling, and proposal generation with buyer engagement tracking. | enterprise | 8.1/10 | 8.7/10 | 7.5/10 | 7.8/10 |
| 10 | Storydoc Generates interactive storytelling proposals with built-in analytics and viewer insights. | specialized | 6.4/10 | 6.0/10 | 8.2/10 | 5.8/10 |
Streamlines proposal creation, presentation, tracking, and e-signing to help sales teams close deals faster.
Automates document generation, delivery, tracking, and e-signatures for proposals and contracts.
AI-powered platform for managing RFP responses, proposal collaboration, and content tracking.
Accelerates proposal and RFP processes with AI-driven content search, collaboration, and analytics.
Creates interactive web-based proposals with real-time analytics and engagement tracking.
Tracks document views, engagement, and analytics for shared proposals and sales collateral.
Manages proposal workflows with templates, client feedback tracking, and e-sign integration.
Builds mobile-friendly proposals with payment collection, tracking, and automation features.
Provides CPQ, guided selling, and proposal generation with buyer engagement tracking.
Generates interactive storytelling proposals with built-in analytics and viewer insights.
Proposify
specializedStreamlines proposal creation, presentation, tracking, and e-signing to help sales teams close deals faster.
Real-time proposal analytics with page-by-page viewer tracking and engagement notifications
Proposify is a leading proposal software platform that enables users to create, send, track, and sign professional sales proposals with ease. It provides real-time analytics on proposal views, page-by-page engagement, and notifications for every interaction, helping sales teams understand prospect behavior. With drag-and-drop templates, CRM integrations, and e-signature functionality, it streamlines the entire proposal lifecycle from creation to close.
Pros
- Advanced real-time tracking and analytics for proposal engagement
- Highly customizable templates and e-signature integration
- Seamless CRM integrations like Salesforce and HubSpot
Cons
- Higher pricing tiers may be expensive for small teams
- Steep learning curve for advanced customization
- Limited free trial features and no perpetual free plan
Best For
Sales teams, agencies, and B2B professionals who need robust proposal tracking and analytics to accelerate deal closures.
Pricing
Starts at $49/user/month (Essentials, billed annually), with Business at $69/user/month and Accelerated/Enterprise plans custom-priced.
PandaDoc
specializedAutomates document generation, delivery, tracking, and e-signatures for proposals and contracts.
Forensic document analytics with detailed viewer behavior tracking, including time on pages and scroll depth.
PandaDoc is a comprehensive document automation platform designed for creating, sending, tracking, and e-signing proposals, quotes, and contracts. It provides real-time analytics on document opens, views, time spent, and interactions, enabling sales teams to monitor proposal engagement closely. With seamless CRM integrations and customizable templates, it streamlines the entire proposal lifecycle from draft to signature.
Pros
- Advanced real-time tracking and analytics including viewer heatmaps and activity logs
- Built-in e-signatures and payment collection for faster deal closures
- Extensive integrations with CRMs like Salesforce and HubSpot
Cons
- Premium pricing with full features locked behind higher tiers
- Steeper learning curve for complex customizations
- Limited free plan and trial restrictions
Best For
Sales teams in mid-sized businesses seeking robust proposal tracking and automation to optimize win rates.
Pricing
Essentials at $19/user/month, Pro at $49/user/month, Business at $59/user/month (billed annually); Enterprise custom.
RFPIO
specializedAI-powered platform for managing RFP responses, proposal collaboration, and content tracking.
Aurora AI for intelligent question-answer pairing and automated content suggestions from a centralized library
RFPIO is an AI-powered response management platform that centralizes content libraries and automates RFP, RFI, DDQ, and proposal responses. It provides robust tracking features including project dashboards, task assignments, deadline monitoring, and analytics to oversee the entire proposal lifecycle from intake to submission. Designed for sales and proposal teams, it enhances collaboration and accelerates response times while improving win rates through intelligent content recommendations.
Pros
- Advanced AI-driven content matching and generation speeds up response creation
- Comprehensive project tracking with dashboards, assignments, and real-time analytics
- Seamless integrations with CRM tools like Salesforce and collaboration apps like Slack
Cons
- Enterprise-level pricing can be prohibitive for small teams or low-volume users
- Steep initial learning curve and setup time for full customization
- Less optimized for non-RFP proposals compared to dedicated general tracking tools
Best For
Mid-to-large enterprises handling high volumes of RFPs and complex proposals that need automated tracking and content management.
Pricing
Custom quote-based pricing; typically starts at $15,000-$30,000 annually for base plans, scaling with users, storage, and AI features.
Loopio
specializedAccelerates proposal and RFP processes with AI-driven content search, collaboration, and analytics.
AI-driven Content Intelligence that learns from past proposals to auto-generate tailored responses
Loopio is a robust proposal management platform that centralizes content libraries, automates RFP responses, and facilitates team collaboration for sales proposals. It leverages AI to suggest answers, track project progress, and provide analytics on win rates and content performance. Ideal for streamlining complex proposal processes, it integrates with CRM tools like Salesforce to enhance efficiency in high-stakes bidding scenarios.
Pros
- Extensive content library with AI-powered search and auto-fill capabilities
- Real-time collaboration and workflow automation for teams
- Advanced analytics for optimizing proposal strategies and win rates
Cons
- Enterprise-level pricing can be prohibitive for small businesses
- Steep learning curve for initial setup and customization
- Limited flexibility for non-RFP proposal types
Best For
Enterprise sales and proposal teams managing high-volume RFPs and complex responses.
Pricing
Custom enterprise pricing, typically starting at $10,000-$20,000 annually based on users and features; no public tiers or free plan.
Qwilr
specializedCreates interactive web-based proposals with real-time analytics and engagement tracking.
Interactive proposal pages with pixel-perfect analytics on visitor behavior and hotspots
Qwilr is a web-based proposal platform that allows users to create interactive, visually stunning proposals resembling mini-websites rather than static PDFs. It excels in proposal tracking by providing real-time analytics on views, page interactions, time spent, and device usage. The software also integrates e-signatures, payment collection, and CRM syncing to streamline the sales process from creation to close.
Pros
- Highly engaging, interactive proposal designs that boost conversion rates
- Robust real-time tracking and analytics for proposal engagement
- Strong integrations with CRMs like Salesforce, HubSpot, and Pipedrive
Cons
- Higher pricing tiers required for advanced tracking and features
- Steeper learning curve for non-designers due to customization options
- Limited focus on pure tracking compared to dedicated CRM tools
Best For
Sales teams and agencies seeking visually impressive proposals with detailed engagement tracking to nurture leads.
Pricing
Starts at $35/user/month (Core plan, billed annually); Pro at $59, Business at $99, Enterprise custom.
DocSend
specializedTracks document views, engagement, and analytics for shared proposals and sales collateral.
Advanced page-by-page analytics with heatmaps showing exactly where viewers spend the most time
DocSend is a secure document sharing platform designed for tracking engagement on shared files like proposals, pitch decks, and sales documents. It provides real-time analytics on views, time spent per page, reader locations, and device types, helping sales teams gauge prospect interest. Users can set access controls, passwords, and integrate with eSignature tools to streamline deal closing. While not a full proposal builder, it's excellent for monitoring shared content performance.
Pros
- Exceptional real-time analytics for tracking proposal engagement
- Strong security features like link expiration and email verification
- Seamless integrations with tools like HubSpot, Salesforce, and DocuSign
Cons
- Lacks built-in proposal creation or editing tools
- Pricing can be steep for small teams or basic needs
- Limited automation for multi-step proposal workflows
Best For
Sales teams and deal managers who share pre-built proposals and need precise tracking of prospect interactions.
Pricing
Starts at $10/user/month (Personal), $45/user/month (Standard), $125/user/month (Advanced), with Enterprise custom pricing.
Nusii
specializedManages proposal workflows with templates, client feedback tracking, and e-sign integration.
Advanced real-time tracking dashboard showing precise client interactions like scroll depth and location
Nusii is a specialized proposal software designed for creating, sending, and tracking professional proposals with customizable templates and a drag-and-drop editor. It provides real-time analytics on client interactions, such as opens, views, time spent, and device details, helping users optimize their sales process. The platform supports e-signatures, payment integrations, and team collaboration, making it ideal for streamlining proposal management from creation to close.
Pros
- Intuitive drag-and-drop proposal builder with beautiful templates
- Comprehensive real-time tracking and client engagement analytics
- Seamless e-signatures and payment collection within proposals
Cons
- Pricing escalates quickly for teams or high-volume users
- Limited integrations compared to broader CRM platforms
- No free plan; features gated behind higher tiers
Best For
Freelancers and small agencies needing professional, trackable proposals without complex setup.
Pricing
Solo ($29/mo), Pro ($49/mo), Business ($99/mo) billed annually; 14-day free trial, no free plan.
Better Proposals
specializedBuilds mobile-friendly proposals with payment collection, tracking, and automation features.
Multivariate proposal testing to A/B test elements and optimize conversion rates based on real client interaction data
Better Proposals is an all-in-one platform for creating, sending, and tracking professional proposals tailored for freelancers, agencies, and sales teams. It provides real-time analytics on proposal opens, views, time spent on sections, and device/IP details to gauge client interest. The tool also integrates e-signatures, payments via Stripe, and automation for reminders and follow-ups, streamlining the entire proposal-to-close process.
Pros
- Intuitive drag-and-drop builder for stunning, mobile-responsive proposals
- Comprehensive real-time tracking with engagement metrics and notifications
- Seamless integrations for payments, e-signatures, and CRM tools like HubSpot
Cons
- Advanced tracking analytics require higher-tier plans
- Limited reporting and customization options compared to dedicated CRM trackers
- Relies heavily on email delivery, which can be affected by spam filters
Best For
Freelancers and small agencies needing an easy-to-use tool for proposal creation and basic engagement tracking without complex CRM setups.
Pricing
Starts at $19/month (Starter, billed annually) up to $119/month (Premium); includes 14-day free trial, no free plan.
DealHub
enterpriseProvides CPQ, guided selling, and proposal generation with buyer engagement tracking.
Interactive DealRooms with real-time buyer insights and engagement scoring
DealHub is a comprehensive CPQ (Configure, Price, Quote) and revenue orchestration platform that streamlines proposal generation, tracking, and deal management for sales teams. It offers real-time visibility into buyer engagement, interactive DealRooms for collaboration, and analytics to optimize proposal performance. Designed for B2B sales, it integrates deeply with CRMs like Salesforce to automate workflows and accelerate deal closures.
Pros
- Advanced real-time proposal tracking and buyer engagement analytics
- Robust CPQ capabilities for complex, accurate proposals
- Interactive DealRooms for seamless buyer-seller collaboration
Cons
- Steep learning curve for setup and advanced features
- Pricing is quote-based and geared toward enterprises, lacking transparency
- Overkill for simple proposal tracking needs in small teams
Best For
Mid-market to enterprise B2B sales teams handling complex deals that require end-to-end proposal management and deep CRM integration.
Pricing
Custom quote-based pricing; typically starts around $75-150/user/month for professional tiers, with enterprise plans higher based on features and volume.
Storydoc
specializedGenerates interactive storytelling proposals with built-in analytics and viewer insights.
Real-time interactive analytics revealing exact prospect engagement metrics like page views and hotspots
Storydoc is a platform for creating interactive, web-based proposals and presentations that replace traditional static PDFs or slides. It excels in providing real-time analytics on viewer engagement, such as time spent on pages, scroll depth, and interactions, helping sales teams track prospect interest. While strong in delivery and insights, it lacks robust internal proposal management features like pipelines or e-signing.
Pros
- Advanced engagement analytics to track prospect interactions in detail
- Beautiful, interactive proposal templates that boost open rates
- Integrations with CRMs like Salesforce and HubSpot for lead tracking
Cons
- Limited proposal management tools, missing e-signing, approvals, or pipeline tracking
- Pricing is relatively high for teams needing only basic tracking
- Focuses more on creation and analytics than full lifecycle proposal tracking
Best For
Sales teams seeking visually engaging proposals with strong viewer analytics rather than comprehensive management.
Pricing
Pro plan at $30/editor/month (annual billing), Business at $60/editor/month, Enterprise custom; free trial available.
Conclusion
After reviewing the 10 tools, Proposify emerges as the top choice, standing out for its seamless streamlining of proposal creation, presentation, tracking, and e-signing. PandaDoc follows closely, excelling with automated document generation and delivery, while RFPIO impresses as an AI-powered leader in RFP response management—each tool offering unique value. Selecting the right one hinges on specific needs, but all enhance sales efficiency.
Don’t wait to boost your sales process—try Proposify today to experience its intuitive workflow and robust features, designed to help your team close more deals faster.
Tools Reviewed
All tools were independently evaluated for this comparison