A professional proposal can be the difference between winning a client and losing a bid. But creating proposals manually is a time killer. You write the same content over and over, adjust it for each client, send it, then wait. And wait. Some clients take weeks to respond, and even longer to approve.
Proposal software changes this. You can create professional, customized proposals in minutes. Better yet, you see when a client opens your proposal, which sections they view, and where they get stuck.
1. PandaDoc: best for large agencies and enterprise
PandaDoc is a comprehensive document platform. It goes beyond proposals. You can create contracts, purchase agreements, and invoices. This makes it ideal if you need to manage multiple document types.
Key strengths:
• Extensive template library with hundreds of examples
• Advanced custom fields and conditional logic
• Built-in e-signature and approval workflows
• API for custom integrations
• Integrates with Salesforce, HubSpot, and other CRM tools
Key weaknesses:
• Can feel overwhelming if you only need proposals
• Higher pricing than specialized proposal tools
Pricing
PandaDoc starts around $35 USD per month and goes up to $100+ for enterprise plans.
2. Proposify: best for creative agencies
Proposify is built for design and creative agencies. It's known for creating beautiful, customized proposals that wow clients. If design matters for your agency, this is your best choice.
Key strengths:
• Visually stunning templates that really impress
• Intuitive interface, easy to learn for new users
• Built-in analytics to see which proposals perform best
• Collaboration features for team workflows
• Integrates with CRM and project management tools
Key weaknesses:
• Not ideal for contracts or complex documents
• Pricing can increase with multiple users
Pricing
Proposify starts around $30 USD per month for a single user, with team plans up to $100+.
3. Better Proposals: best for small agencies (speed and conversions)
Better Proposals was designed with a single mission: send a proposal and get it signed back. Nothing else. This explains why it's so fast and simple.
Key strengths:
• Incredibly fast to create a proposal
• Clean, professional templates
• Built-in e-signature
• Analytics on every proposal sent
• Affordable pricing for solopreneurs
Key weaknesses:
• Limited advanced customization options
• Not ideal for large teams
Pricing
Better Proposals starts around $20 USD per month, making it the most affordable option.
Quick comparison
Choose PandaDoc if you need contracts and complex document workflows. Choose Proposify if design and visual appeal are critical to your brand. Choose Better Proposals if you want to move fast and keep costs low.
Why proposal software matters
Proposal software doesn't just save time. It improves close rates. When you know when clients open your proposal and which sections they view, you can follow up more intelligently. You see what works and what doesn't.
These platforms also make consistency easier. Your templates ensure every client gets the same professional experience, every time.
Sources
• PandaDoc - https://pandadoc.com
• Proposify - https://proposify.com
• Better Proposals - https://betterproposals.io