Best Proposal Management Software for Sales Teams
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Best Proposal Management Software for Sales Teams

Sales teams see a big jump, up to 59%, in winning deals when they use the best proposal software. However, nearly a third of sales teams miss out on this boost. Picture your proposal work turning from lengthy and manual to smart and smooth. This guide looks at top-notch sales proposal tools today, with real reviews on software such as GetAccept, PandaDoc, Qwilr, and more.

Our review is thorough, with real proposals sent to test these tools. This way, you get genuine advice. See how GetAccept boosts sales with its smooth integration with CRMs, easy content editing, and a chat feature. Dive into PandaDoc to find out about its vast library of content and its capability to make proposals legally binding. Qwilr’s strength lies in creating dynamic, interactive proposals that impress.

Key Takeaways

  • Sales teams can realize up to a 59% increase in win rates using leading proposal management software.
  • GetAccept features CRM integration, content editing, and live chat for enhanced sales engagement.
  • PandaDoc offers a rich content library and eSignature compliance for efficient proposal creation.
  • Qwilr excels in creating dynamic, interactive proposal content to engage clients effectively.
  • Integrating top sales proposal software can transform your proposal process from manual to strategic operations.

Introduction to Proposal Management Software

Proposal management software is crucial today for sales teams. It helps them work more efficiently and stand out in the market. These tools make creating and handling sales proposals easier. They ensure each proposal is professional and accurate.

What is Proposal Management Software?

It’s a tool that makes creating sales proposals smoother for companies. This software automates the process, from requests to sending out proposals. It makes sure all documents follow the same standards and contain the most recent company information. Plus, you can use ready-made designs and add media to your proposals.

Importance of Proposal Management Software for Sales Teams

Using proposal management software can boost a team’s efficiency and success. For example, Loopio’s users complete 17% more projects because of automation. This kind of boost helps companies like Accruent tackle more project requests, and Jumio win more deals without increasing their staff.

Top companies have found that with these tools, they win more often and make more money. Automating certain tasks has led to a 16% higher success rate and 34% more profit for some firms.

There are different software options on the market. For example, Responsive is great for growing your earnings. Better Proposals, on the other hand, is very effective for businesses that sell directly to customers. These tools speed up the proposal process and ensure your documents are strong and convincing.

In the end, picking the right proposal management software can supercharge your sales team. It allows them to create standout proposals that win more deals and grow your business.

Top Benefits of Using Proposal Management Software

Using proposal management software can really boost how efficient your sales team is and how well they perform. It makes creating and managing proposals easier and faster. This means sales teams can work better together and make sure their proposals are correct and follow rules.

Increased Efficiency and Speed

When you use proposal management software, sales teams can cut down on the time they spend making proposals. This lets them work better and faster. It also means they can increase how many deals they close, meaning more money for the company.

When customers get digital proposals, they often sign them on the first day. This shows how fast and well these digital tools work. Quick reminders mean clients close deals quickly, shortening the sales process.

Enhanced Collaboration and Communication

This software makes it easy for team members to work together on proposals. Most users say it’s easier to edit documents together when using this software. It also helps salespeople talk to clients in better ways.

Special features in the software help teams update documents quickly. This means they don’t waste time redoing work. Videos and interactive designs in proposals also catch clients’ attention, so they’re more likely to seal the deal.

Improved Accuracy and Compliance

For teams that need to follow lots of rules, this software is a big help. It checks that all legal and security things are in place. This keeps things running smooth and builds trust with clients.

The software can even guess if a client will say yes to your proposal. This helps teams focus more on the right clients, making their sales strategies smarter and more effective.

Software Pricing Free Trial Main Features
GetAccept From $35/month 14 days CRM Integration, Electronic Signatures, Automated Workflows
PandaDoc From $35/month 14 days Content Library, eSignature Compliance, Live Chat Functionality
Qwilr From $35/month 14 days Dynamic Content Creation, Interactive Elements, Template Library

Key Features to Look for in Proposal Management Software

In today’s sales world, the right proposal management software is crucial. It can greatly impact a company’s success. There are several important features that make this tool work better.

CRM Integration

Look for software that integrates with your CRM system. This feature lets you share data smoothly. It cuts down on manual work and keeps customer info consistent. With this, you can make each proposal fit the client’s exact needs.

Automated Workflows

Automated workflows boost efficiency. They help companies increase the number of proposals they send by 46%. This lets teams spend more time on the strategy and quality of their content. Tools like auto-complete answers and messaging for collaboration are a big help. They save time and keep everything moving smoothly.

eSignature Capabilities

eSignature capabilities are crucial too. A strong eSignature tool makes finalizing agreements quicker and secure. Companies that use such software win more deals. It’s because eSignatures ensure legal compliance, making deals safe and fast.

Know and focus on these key features in your proposal software search. CRM integration, automated workflows, and eSignature are essential. They lead to a more effective, accurate, and compliant proposal process. Ultimately, they help you make more sales.

GetAccept: Feature-Rich Proposal Management Solution

GetAccept is a top sales proposal management solution. It uses the latest tools to make creating proposals easier and quicker.

CRM Integration

GetAccept smoothly works with well-known CRMs like Salesforce and Pipedrive. This means all client info is smoothly linked, giving a clear view of each customer’s activities. This makes handling proposals and tracking sales more efficient.

User-Friendly Interface

One big plus of GetAccept is its easy-to-use interface. Sales teams can quickly add videos and photos to their proposals. This makes proposals more appealing. Thus, they can save time and concentrate on making sales.

Electronic Signatures

GetAccept makes closing deals fast and secure with electronic signatures. It also tracks how clients interact with the proposals. This central way of managing sales documents boosts both productivity and customer satisfaction.

Software CRM Integration Starting Monthly Price
GetAccept Salesforce, Pipedrive $25/user
Loopio None $8/user
Proposify HubSpot $19/user
Qwilr HubSpot, Salesforce $35/user (annually)

PandaDoc: Streamlining Proposal Creation

PandaDoc is the go-to for teams wanting to make proposal creation smoother. Its many features help teams work more efficiently and improve how they talk with customers.

Content Library

PandaDoc shines with its huge library of over 1000 templates, including 750 free ones. Sales teams can make sharp, professional proposals in no time. This saves time and makes sure all proposals look the same.

On top of the templates, PandaDoc lets you add videos and fill in details automatically. You can even include a table of contents that’s easy to navigate.

eSignature Compliance

PandaDoc stands out with its eSignature feature that meets legal standards. It makes documents more secure and helps many people sign from anywhere. This can boost closing rates by up to 87%.

This feature also helps with things like sending reminders and collecting payments. It saves sales teams a lot of time and effort.

Live Chat Functionality

PandaDoc goes even further with live chat in its interface. It lets you talk to prospects right in the proposal. This can speed up how fast deals get done.

Teams know the moment their proposals are seen or handled. This keeps prospects interested and work moving quickly.

Join over 50,000 companies who found success with PandaDoc. You could boost your close rate significantly and enjoy personalized demos to see if it fits your needs.

Software Price Ease of Use Free Trial
PandaDoc From $19 per month 9.1/10 14 days
RFPIO Custom quote only 8.9/10 None, Demo available
RELAYTO From $80 per month 9.5/10 Free plan available
Proposify From $49 per month 8.6/10 Free plan available

Qwilr: Customizable and Engaging Proposals

Qwilr makes making proposals better and easier since 2022. It’s known for being both customizable and interesting. Out of over 2,000 tools tested, it has stood out with its powerful features. These features are perfect for sales teams. Qwilr helps teams create proposals that catch the eye.

Dynamic Content Creation

Qwilr is unique in how it lets you make documents with moving and multimedia parts. By adding such content, you can really grab the attention of those looking at the proposals.

Interactive Elements

Interactive parts are key for engaging clients. Qwilr allows your sales teams to add clickable tables and more. This makes your proposals more than just informative. They become enjoyable and efficient too.

Template and Block Library

Qwilr also offers many templates and blocks that help in building documents. It offers over 100 styles to choose from. This means you can quickly make a proposal look just right for whoever is going to see it.

Among the many strengths of Qwilr:

  • Integrates seamlessly with CRM software like HubSpot and Salesforce
  • Tracks engagement with proposals, including which sections were viewed
  • Business and enterprise plans start at $35/user/month, with a 14-day free trial
  • Onboarding process includes a simplified 15-minute demo session
  • Loved by over 4,000 customers, with a 4.5/5 rating based on 1,000+ reviews

Qwilr is more than just a tool. It helps increase your chances of winning by over 20%. It could give you back your investment in just 5 months. Plus, it could shave off 20% of the time it takes to close a deal. In terms of making sales materials, it’s cut down the time by 75%. Compared to tools like Canva and PowerPoint, Qwilr offers something special. It focuses on making proposals that are interactive and stand out.

Better Proposals: User-Friendly and Budget-Friendly

Better Proposals is known for being simple and affordable. It’s a top choice for companies big and small looking for a sales proposal management solution. The easy design means you spend less time figuring it out and more time making great proposals.

Simple UI

Its interface is both clean and easy to follow. This is great news for people not so tech-savvy. Plus, you can quickly add in your content with drag-and-drop. This makes creating proposals faster and smoother.

Custom Templates

It offers more than 200 templates to choose from. You’ll find templates for every kind of business, letting you create the perfect proposal. It also works with 40+ apps like Pipedrive, Zoho, and Salesforce. This makes it super flexible and adaptable to your needs.

Value for Money

For just $19 to $49 a month, you get a lot with Better Proposals. It’s not expensive, yet it has everything you need to manage your sales proposals. Plus, they offer great support, ensuring you can always get help when you need it.

Feature Details
Pricing $19/month to $49/month
Templates Over 200 custom templates
Integrations 40+ including Pipedrive, Zoho, Salesforce
Support Help and Support center

Oneflow: Seamless Integration and Advanced Analytics

Oneflow is unique in the world of proposal management software. It can connect with top tools like HubSpot and Salesforce with ease. This means businesses can work smoother without the hassle of tweaking code.

Real-Time Tracking

With Oneflow, tracking proposals in real-time becomes possible. Sales teams can keep an eye on their proposals as they move, helping in forecasting sales and focusing on what matters most. It sends out reminders, making sure contracts are never forgotten, and actions are always on time.

Customizable Dashboards

Oneflow’s dashboards are special because you can fully customize them. They show the most important data and the progress of deals at a quick glance. This helps sales teams to make the right choices and manage deals better, leading to more sales.

Oneflow doesn’t stop at just connecting tools. It also offers strong analytics for monitoring proposals and solid decision-making support. This mix helps teams work more efficiently and sharpens their focus on achieving their sales goals.

Feature Benefit
Integration with HubSpot and Salesforce Saves setup time and eliminates coding needs
Real-Time Tracking Enhances sales forecasting and prioritizes buying signals
Automatic Reminders Prevents contract lapses, ensures timely renewals
Customizable Dashboards Provides better control and informed decision-making

Proposify: Comprehensive Proposal Solution

Proposify is a leading proposal software made for sales teams. It focuses on keeping your brand, info, and proposals secure. This ensures your proposals look professional, stay safe, and are easy for clients to use.

On-Brand Proposals

Keeping your brand’s look in all proposals is key. Proposify lets you customize your proposals a lot, so they reflect your brand well. This makes your proposals look sharp and remind clients of your brand. G2 says Proposify is rated 4.6/5 by users for making their proposals look good and stay true to their brand.

Secure Document Management

Security matters a lot when managing important info. Proposify makes sure your proposals are safe from prying eyes. It uses top-notch encryption to keep your data private from start to finish. This secure feature builds trust and shows clients they can rely on your business.

Client-Friendly Interface

Being easy to use is important for your sales team and clients alike. Proposify focuses on simplicity and ease, which makes it easy for all to understand. This user-friendly system makes it simple for clients to read and sign off on proposals fast. Salespeople can spend less time on paper pushing and more on growing partnerships. With Proposify, the sales process is streamlined, saving up to 40 hours on a single submission.

How to Choose the Best Proposal Management Software for Sales teams

Selecting the right proposal management software is key for your sales team. It’s important to know what your team needs, compare options, and look at prices. These steps are crucial for choosing well.

Identify Your Team’s Needs

First, figure out what your sales team needs in a proposal tool. Look for basics like teamwork features, easy template use, and fast proposal creation. A tool that connects to your CRM is very handy. It makes sharing customer details smooth and boosts sales work’s effectiveness.

Compare Key Features

Next, compare different software features. Make sure they have:

  • CRM integration for easy data sharing.
  • Automated tools to make creating proposals easier.
  • eSignature support to help close deals faster.

Look for extra features like customizable templates, real-time editing, and detailed stats. These can boost your team’s work and the quality of your proposals.

Evaluate Pricing Plans

Don’t forget to check the software prices. Subscription fees can vary a lot. It’s good to find a balance between what you need and what you can afford. For the best value, consider software that integrates well with your CRM.

Picking the best proposal software is vital for your sales team’s success. It helps make creating proposals easier and keeps you ahead in the market. With these tips, you can choose software that fits your needs and goals well.

Conclusion

Using proposal software can boost a sales team’s success by making it easier to win deals. For example, tools like GetAccept or PandaDoc help teams work better and smarter. They connect with other tools the team uses, make proposals that stand out, and fit different budgets.

When sales teams use special software to send proposals, they close more deals than average. They don’t have to do as many tasks by hand, and they learn more from how customers react to their proposals.

These software tools link up with other important apps like Asana and Zapier. This makes the whole proposal process much more efficient. They can even put payments right into a proposal, to increase the chance of getting a deal by a lot. Also, adding images can make a proposal more appealing, raising the chance of closing a deal.

These tools help sales teams make their proposals look and read the best they can. They keep things organized and correct every time, with templates and approved content. This makes sure the team always puts its best foot forward when selling.

When picking proposal software, it’s important to think about what the team really needs. Also, what the software can do and how much it costs are big factors. Some, like BetterProposals, start at $19 per user and offer a free 14-day trial. Others, like Qwilr, give detailed stats on how customers look at the proposals for $35 each user monthly.

Seeing that over 40,000 companies use PandaDoc shows the power of choosing the right software. It can really speed up the process, make work smoother, and get rid of manual troubles. Using these tools helps sales teams do better, be more precise, and succeed more in their sales work.

FAQ

What is the best proposal management software for sales teams?

Some top sales proposal software are GetAccept, PandaDoc, Qwilr, Better Proposals, Oneflow, and Proposify. They each bring special features. These include CRM link-up, making unique content, and being eSignature ready.

Why is proposal management software important for sales teams?

Proposal software helps sales teams a lot. It makes making sales proposals smoother, boosts team work, ensures you follow rules, and raises the number of won deals. This is by making captivating, professional proposals fast.

What are the benefits of using proposal management software?

It speeds up making proposals and makes them better. It helps teams work together easier and talk in real-time. It also means your proposals are more accurate and follow legal rules. Lastly, it keeps all sales documents in one place.

Which key features should be considered when choosing proposal management software?

Important things are linking with your CRM for easy data sharing, workflows that do things for you, and the power to sign online to keep things legal.

What features does GetAccept offer?

GetAccept links deeply with others like Salesforce and Pipedrive. It has a content tool that’s easy to use, eSignatures, and sees how well your proposals do.

What makes PandaDoc stand out?

PandaDoc shines with a big library of legal content, airtight eSignatures, and live chat inside your proposals for quick talks.

How does Qwilr enhance proposal creation?

Qwilr lets you make proposals that stand out. You can add interactive stuff and media. It has many templates and fun ways to show your sales plans.

What are the advantages of using Better Proposals?

Better Proposals is loved for its easy-to-use look, many varied templates, and it’s a great deal cost-wise without lacking useful features.

How does Oneflow support sales teams?

Oneflow makes things work well with your current business tools. It gives deep info fast and shows it in ways that make decisions easier.

What are the strengths of Proposify?

Proposify keeps your brand true in all your proposals. It’s big on keeping documents safe. It also has an easy-to-use side that makes choosing easy for clients.

What should sales teams consider when choosing proposal management software?

Sales teams need to know what they really need. Look closely at things like CRM links, making your proposals your own, and using smart workflows. And choose something that’s good but also fits your budget.

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