Landing new clients isn’t just about being great at what you do anymore. Sure, your expertise matters, but so does that crucial first impression: your proposal. If you work in a creative field, are a marketer or consultant, you’re no stranger to late nights spent tweaking proposals. Ever wondered if there was a better way to do this? (Spoiler alert: there is.) The slow, error-laden way of creating proposals doesn’t just eat away your time, it makes it a lot harder to grow your business or serve the needs of existing clients.
Modern proposal software has transformed this old-school, time-intensive process into a streamlined operation. Business tools like Venngage offer innovative proposal design software to level up your proposal creation process. Now you can access sophisticated automation that maintains the personal touch clients expect while eliminating repetitive tasks.
There’s more to adopting proposal software than just saving time. Automation streamlines tedious tasks, freeing up valuable time for strategic focus. Real-time collaboration features enhance client communication, fostering stronger relationships and accelerating decision-making. Seamless integration with existing systems ensures a smooth workflow, while industry-specific templates allow for tailored proposals that meet unique business requirements.
As we explore the top 15 proposal software solutions available today, I’ll help you identify the perfect tool to elevate your proposal process and attract more clients. From robust enterprise solutions to agile platforms for independent consultants, there’s a solution for every need and budget.
Click to jump ahead:
Best proposal design software
Proposal design software originates from the broader category of graphic design tools. They were evolved to meet the needs of professionals and business users who may not be equipped with advanced design skills, but are required to create visually compelling and effective proposals. This software offers the essential functionality to streamline the process of proposal creation.
Earlier these tools were basic document editors focusing on general design, but today they are sophisticated platforms that combine design capabilities with proposal management features. Tools like Venngage offer specialized customization and collaborative features that are vital for proposal development.
Choose proposal design software for a comprehensive solution to create, manage and track business proposals– all from one place.
Here are the top 15 proposal design softwares to choose from for your next big proposal:
1. Venngage
Venngage is an online proposal design software for professionals who seek to create visually captivating and professional proposals with ease. Equipped with an intuitive drag-and-drop editor, it simplifies the proposal-making process, giving you access to a wide range of templates, icons and illustrations.
The software’s focus on usability makes it an accessible option for users of any skill level, allowing marketing professionals, design teams and freelancers to create impactful proposals that resonate with clients and stakeholders.
G2 rating:
Renowned software review site G2, gives Venngage a high rating of 4.5 stars out of 5. As you will see below, users recommend Venngage for its ease of use, professional design and range of templates.
Pricing:
Venngage offers a range of pricing plans to suit different needs:
- Free plan: Basic features for individual users.
- Premium plan: Advanced features, including custom branding and priority support.
- Business plan: Enterprise-level features, such as team collaboration and advanced analytics.
Mobile app:
While Venngage primarily operates as a web-based platform, it is accessible on mobile devices through web browsers.This flexibility allows you to make quick edits or updates, ensuring that proposal management is accessible anytime, anywhere.
If you are a marketing professional, freelancer, or business owner, Venngage’s library of templates, graphics and branding features makes it particularly suitable for you. Try the proposal maker tool today to design a persuasive proposal for your next project.
Pros:
- User-friendly interface
- Wide range of templates
High quality design for non-designers - Affordable pricing plans
- Strong community and support
Cons:
- Limited features for complex proposals who may need intricate data integrations
- Mobile app experience may not be as seamless as a dedicated app
Venngage is a solid choice for individuals and teams seeking a balanced, easy-to-use design tool for impactful proposal creation.
2. Nusii
Nusii is a cloud-based proposal design software created to simplify and streamline the proposal process for freelancers, agencies and service-based businesses. Known for its ease of use, Nusii offers templates and customizable elements that allow you to craft professional proposals quickly.
By focusing on functionality over intricate design features, Nusii helps you improve efficiency in the proposal making process.
G2 rating:
Nusii ranks high on G2, similar to Venngage with a 4.5 rating out of 5. Users rank Nusii highly for its customization options, easy integration and analytics.
Pricing:
Choose from the following plans based on your business needs.
- Freelancer plan: For single users, only 5 active proposals.
- Agency plan: Includes 20 active proposals and can be used by 3 users per year.
- Business plan: Comprehensive features with 50 active proposals, 5 users, CRM integrations and priority support.
They also have a free 14-day trial.
Mobile App:
Nusii is optimized for desktop use. However it has limited mobile compatibility, so that you can stay informed on the proposal status, even if you’re not at your desktop.
Nusii is well-suited for freelancers, creative agencies, marketing consultants and other service-based businesses. Its key features like proposal tracking and integrated e-signatures, help agencies and teams streamline the client onboarding and contract-signing process.
Pros:
- AI-powered writing assistance
- Customizable templates
- Real-time collaboration
- Strong focus on proposal automation
Cons:
- Limited design customization options compared to general design tools
- Pricing may be higher than some alternative tools
Nusii is a valuable choice for freelancers and small teams seeking a focused proposal creation platform to streamline client interactions.
3. Prospero
Prospero is an online proposal creation tool designed to help freelancers, consultants, and small businesses craft professional proposals with ease. With a focus on delivering polished proposals quickly, Prospero offers templates and customization options suited to various service industries. The platform is known for its streamlined proposal creation process, featuring an intuitive drag-and-drop editor, making it simple for users with minimal design experience to generate effective business proposals.
G2 rating:
With a stellar rating of 4.8 out of 5, Prospero is known for its efficiency in proposal making, automation features and affordable pricing models.
Pricing:
Whether you’re a small team or a large corporation, Prospero provides customizable pricing packages designed to align with your business objectives.
- Free plan: Basic features for individual users for 14 days.
- Professional plan: Advanced features, including custom branding and priority support.
- Enterprise plan: Comprehensive features for large teams, including advanced analytics and integrations.
Mobile App:
Prospero does not currently offer a dedicated mobile app. However, its web-based platform is accessible on mobile devices, so you can review and edit proposals in a limited capacity.
The platform is tailored for freelancers, consultants, marketing agencies and service-oriented businesses that require clean and professional proposals without extensive design elements. It’s especially popular among independent professionals who need a reliable tool for creating and sending proposals quickly.
Pros:
- Easy to use even with minimal design experience
- Pay-per-proposal and subscription options, suitable for freelancers and small businesses.
- Provides insights into client engagement, helping improve follow-up and conversions.
- Includes e-signatures and proposal tracking for streamlined client interactions.
Cons:
- Lacks complex design and customization options for larger enterprise needs.
- Accessible via mobile browsers, but lacks a specific app for on-the-go proposal management.
- Lacks advanced integration capabilities
Prospero is an ideal tool for freelancers and small teams seeking a simple, efficient proposal software to enhance client interactions and proposal effectiveness.
4. Responsive
Responsive is a versatile design platform that allows users to create a wide range of visual content, including proposals, presentations and infographics. It offers a user-friendly interface, a vast library of templates and advanced customization options.
G2 rating:
At a score of 4.5 out of 5, Responsive is popular for its intuitive dashboard, features and ease of use.
Pricing:
Responsive offers a range of pricing plans to suit different needs:
- Professional plan: For small teams offering intake management and AI-first draft responses.
- Business plan: Collaboration features and workflow customization for content reviews
- Enterprise plan: Enterprise-level features, such as team management and collaboration, workflow customization and CRM integrations.
They also offer a free 14-day trial.
Mobile App:
While Responsive primarily operates as a web-based platform, it is accessible on mobile devices through web browsers, so proposals can be edited on the move.
Responsive is designed primarily for mid-sized to large enterprises, in industries that frequently handle RFPs, RFIs and other complex proposal processes. It is popular among sectors such as technology, finance, healthcare, government and professional services, where speed, accuracy and compliance are essential.
Pros:
- Speeds up RFP responses by reusing past responses and using AI to suggest answers.
- Connects with tools like Microsoft Office, Salesforce, and Slack for smoother workflows.
- Offers encryption and compliance features, essential for handling sensitive data.
Cons:
- New users may need training to fully utilize its range of features.
- Pricing may be less accessible for smaller businesses
- Content library needs regular updating
Responsive is an excellent choice for creating visually appealing proposals, especially for those who prioritize ease of use and a wide range of design options.
5. Bidsketch
Bidsketch is a dedicated proposal software designed to streamline the proposal creation process, particularly for sales and consulting teams. It offers a range of features, including customizable templates, real-time collaboration and integrated e-signature functionality.
G2 rating:
Bidsketch gets 3.6 on 5 from G2 for its e-signature feature, easy proposal creation and integration with other documents.
Pricing:
Bidsketch offers the following plans for various business needs and budgets.
- Solo plan: Ideal for one user, offers your own domain and proposal analytics
- Team plan: For 3 users with features of team management and collaboration.
- Business plan: Can be used by 8 users with unlimited clients and proposals.
You can opt for a 14-day free trial as well, before choosing any of the above plans.
Mobile app:
There is no mobile app for Bidsketch, but the website can be accessed from mobile devices to review proposals when you’re not at your desktop.
Bidsketch is great for sales teams, consultants and freelancers to effectively pitch services and projects to clients, close deals faster and agencies who want to improve efficiency and streamline their proposal process.
Pros:
- Offers a variety of templates that can be tailored to different proposal needs
- Allows clients to sign proposals directly, speeding up the approval process
- Enables users to save and reuse proposal sections, reducing repetitive work
- Provides insights into client interactions, such as when a proposal is viewed, to help improve follow-ups
Cons:
- Focuses more on functionality than complex design customization
- May be less cost-effective for users needing only occasional proposal creation
- Collaboration features are limited, which may not meet the needs of larger teams
Bidsketch is good for businesses that want to streamline the proposal process with automation and e-signature features. However, users who require advanced design customization might need to explore additional tools.
6. FlippingBook
Flippingbook is a versatile tool primarily used for creating interactive digital publications, such as brochures, catalogs and magazines. It can be adapted to present proposals in a visually appealing and interactive format, but that is not the software’s primary use. It’s more suited for creating engaging digital content that can be shared and viewed online.
G2 rating:
Ranking at 4.6 stars out of 5, FlippingBook is known for its ease of use, quality of templates and ease of embedding on digital properties.
Pricing:
FlippingBook has different pricing plans for individuals and teams. They also offer a 14-day free trial.
- Lite plan: For basic analytics and ad-free flipbooks
- Starter plan: With WordPress integration and exporting analytics
- Optimal plan: Option to add your company logo, built-in lead generation and Google Analytics integration
- Advanced plan: Features include GIF embedding, custom domain, API and Zapier integration and priority support.
Mobile app:
Flippingbook offers a mobile app for viewing interactive content, but it’s not designed for creating or editing proposals on mobile devices.
While primarily designed for digital publishing, FlippingBook is also used by marketing teams for creating interactive product catalogs and engaging marketing materials. Design teams find it valuable for presenting polished portfolios and project proposals and education and training, it is a helpful tool for producing interactive course and training materials, enhancing engagement and accessibility for learners
Pros:
- Allows multimedia embedding (videos, links, images) to create engaging content.
- Simple, intuitive design that enables quick setup and customization without technical expertise.
- Ensures content is optimized and accessible on both desktop and mobile devices.
- Provides insights into reader engagement, helping users measure content performance.
Cons:
- Premium plans may be expensive for smaller teams or individual users.
- Focused on PDF conversion with fewer customization options compared to traditional design software.
- Lacks comprehensive offline viewing options, which can be limiting for users
While FlippingBook can be a creative way to present proposals, it’s important to consider its limitations as a dedicated proposal tool. Businesses that need a more robust and feature-rich proposal solution should choose specialized proposal software.
7. Proposable
Proposable is a business proposal software that helps streamline the proposal creation and management process. With features such as customizable templates and e-signature capabilities, Proposable helps businesses create professional and engaging proposals quickly and easily.
G2 rating:
With a score of 4.3 out of 5 on G2, Proposable is chosen for its efficiency in proposal making, real-time notifications on proposal review and client satisfaction.
Pricing:
Proposable has 3 paid plans for various team needs.
- Solo plan: For 5 proposals a month and proposal analytics
- Team plan: Unlimited proposals, e-sign, Stripe payments and collaboration features.
- Enterprise plan: Comes with priority customer support, all CRM integrations, department stats and manager approvals.
They also offer a free trial for 2 weeks.
Mobile app:
There is no dedicated app for this software, but you can access your proposals from the website on your mobile device, for quick reviews.
Proposable can be used by sales teams, consultants and freelancers to pitch services and projects to clients. Agencies can also use the software to enhance their proposal making process and increase team productivity.
Pros:
- Simple design that allows users to quickly create and customize proposals.
- Enables clients to sign and make payments directly within the proposal, speeding up the approval and payment process.
- Provides insights into when and how clients engage with the proposal, helping improve follow-up timing.
- Allows team collaboration on proposals with real-time editing and feedback.
Cons:
- Primarily focused on functionality, with fewer design customization options for complex proposals.
- Advanced features, such as integrations, are only available on higher-tier plans, which may be costly for small teams.
- Some users may require time to fully understand and leverage all the platform’s features.
Businesses who need advanced design customization and a broader range of creative options may need supplementary design tools along with Proposable.
8. FastSpring IQ
FastSpring IQ simplifies deal-making by letting sales teams build and send interactive quotes instantly. Sales reps can track prospect engagement, collect digital signatures, and process payments—all from one platform, turning complex proposals into smooth, closeable deals.
G2 rating:
FastSpring IQ is at 4.5 stars out of 5 with factors such as customizability, ease of use and customer support attributing to its high score.
Pricing:
The platform has 3 plans starting from a free plan to an enterprise plan.
- Free forever plan: Two users can work on this plan with unlimited quotes and real-time analytics
- Growth plan: Ideal for sales teams with pricing approval workflow and Salesforce integration
- Enterprise plan: A scalable team plan with white-labeling solutions
Mobile app:
Though FastSpring IQ operates through your web browser rather than a standalone app, its responsive design ensures seamless quote handling from both desktop and mobile devices.
This proposal design software caters to sales teams who rely on it to generate dynamic quotes, monitor prospect engagement and speed up their sales process. SaaS companies benefit from its ability to handle complex product configurations and pricing structures and e-commerce businesses leverage the platform to craft personalized quotes and proposals for their product lines and service offerings.
Pros:
- Interactive and engaging quotes
- Real-time analytics
- E-signature and payment integrations
- Streamlined sales process
Cons:
- Limited design customization options compared to dedicated design tools
- May not be as suitable for highly complex, visually-driven proposals
FastSpring IQ is a powerful tool for creating and managing interactive quotes and proposals, especially for businesses that prioritize efficiency and data-driven insights. However it doesn’t have the kind of design flexibility dedicated design tools offer.
9. Betterproposals.io
Better Proposals.io is a dedicated proposal software designed to simplify the proposal creation process for businesses. It offers a user-friendly interface, a library of customizable templates and innovative features like interactive widgets and e-signatures to help users craft compelling and closing-worthy proposals.
G2 rating:
With a score of 4.3 out of 5, the analytics, proposal management and presentation quality are the strengths of BetterProposals.io.
Pricing:
Better Proposals.io offers a variety of pricing plans to cater to different business needs.
- Starter plan: Helps automate payments and close deals faster
- Premium plan: Ideal for freelancers and small teams, good to automate repetitive tasks and follow up with clients
- Enterprise plan: Made for sales teams, offers team collaboration and full pipeline-overview.
Mobile app:
The Better Proposals platform’s web design ensures you can stay productive while on-the-go, even without a mobile app.
The software caters to a diverse range of professionals. Marketing teams can use it to create visually engaging proposals for their clients and campaigns, and sales teams for designing persuasive proposals. The platform is equally valuable for consultants and freelancers, offering them tools to professionally showcase their services and projects to attract new clients.
Pros:
- User-friendly interface with drag-and-drop functionality
- Wide range of customizable templates
- Innovative features like interactive widgets (pricing tables, live chat)
- E-signature function for faster approval
Cons:
- Limited advanced features compared to other proposal software
- Pricing for advanced features might be higher for individual users
Better Proposals.io is a good choice for businesses seeking a user-friendly and visually appealing proposal creation platform. But businesses who need highly complex proposal formats may need to consider software with more advanced features.
10. GetAccept
GetAccept is a powerful sales enablement platform that specializes in proposal and contract management. It offers a range of features, including proposal design, e-signature and document tracking.
G2 rating:
One of the higher scorers in this list, Getaccept it at 4.6 stars out of 5. The factors contributing to this rating include easy document management, customer support and efficiency.
Pricing:
Aside from a 14-day free trial, Get Accept offers the following two paid plans to users.
- Professional plan: For sales teams who need unlimited e-signs, branded templates and integrations.
- Enterprise plan: Offers contract management and premium integrations for large teams.
Mobile app:
GetAccept offers a mobile app that allows users to review, sign, and track documents on the go. This is specially useful for sales teams who need to stay connected with clients and close deals faster.
This proposal design software serves a diverse professional audience. It targets sales teams primarily, who use it to create and send proposals, monitor engagement metrics, and accelerate deal closures.
Consultants and freelancers find it essential for pitching their services and projects to potential clients and real estate agents use it to create and manage their contracts and lease agreements efficiently.
Pros:
- User-friendly interface
- E-signature capabilities
- Document tracking and analytics
- Mobile app for on-the-go access
Cons:
- Limited design customization options compared to dedicated design tools
- Pricing may be higher for advanced features
GetAccept is a strong choice for businesses that prioritize efficiency and automation in their sales process. Its e-signature capabilities, document tracking and mobile app make it a valuable tool for closing deals faster, but it falls behind its competitors for its design customization abilities.
11. RFP360
RFP360, owned by Responsive.io, is a comprehensive proposal automation software designed to help businesses streamline their proposal process. It offers a range of features, including proposal templates, collaboration tools and analytics, to help businesses create and manage professional proposals efficiently.
G2 rating:
RFP360 gets a 4.4 score out of 5 on G2 for its proposal management features, vendor security and document generation.
Pricing:
Following Responsive’s pricing plans, here are the options RFP360 offers.
- Professional plan: For small teams offering intake management and AI-first draft responses.
- Business plan: Collaboration features and workflow customization for content reviews
- Enterprise plan: Enterprise-level features, such as team management and collaboration, workflow customization and CRM integrations.
Mobile app:
RFP360 does not currently offer a dedicated mobile app, but the website can be accessed on mobile devices, so proposals can be reviewed and edited on the move.
RFP360 serves a wide range of professionals, making it an essential tool for sales teams managing complex proposals efficiently. It’s also highly valuable for consultants and freelancers pitching their services and projects to clients, while agencies can use it to streamline proposal workflows and boost operational efficiency.
Pros:
- Customizable templates
- Real-time collaboration with real-time editing and task assignments.
- Advanced analytics for proposal performance
- Strong focus on proposal automation
Cons:
- Higher pricing for small businesses or freelancers with limited budgets
- The comprehensive feature set may require training for new users
- Focused on RFP functionality rather than design
RFP360 helps businesses create and manage complex proposals efficiently. The advanced features and analytics capabilities make it a strong choice for proposal creation and management.
12. Loopio
Loopio empowers businesses with tools to develop, oversee and evaluate their proposals. The platform combines smart features like organized content repositories, AI-enhanced writing support and seamless team collaboration capabilities in real-time.
G2 rating:
With a high score of 4.7 stars out of 5, Loopio offers high-quality proposal management features, intuitive dashboard and ease of use.
Pricing:
Loopio offers 3 pricing plans, with different add-on options.
- Essentials plan: Provides small businesses with fundamental project management capabilities.
- Plus plan: For growing businesses. Helps teams manage and respond to RFPs more efficiently with enhanced content organization tools.
- Advanced plan: For organizations with complex needs, with features like multi-language library and confidential projects.
Mobile app:
Loopio doesn’t offer a dedicated mobile app at this time, but its responsive web-based platform can be used on mobile devices, so users can review and edit proposals while on the go.
This software is best suited for industries that rely on frequent, detailed proposal responses, such as technology, healthcare, finance and professional services. It’s a good choice for sales and RFP teams that manage complex, high-volume requests, as well as consulting teams who want to streamline their proposal processes.
Pros:
- Stores reusable proposal content
- Supports team collaboration
- Speeds up response process
Cons:
- Few customization options
- Takes time to master
- Costly for smaller teams
Loopio is a powerful proposal intelligence platform that can help businesses create and manage complex proposals efficiently. Its unique AI-powered features and content library can help improve the quality and consistency of proposals.
13. Qwilr
Qwilr is a proposal and document generation tool designed for businesses who want to create professional and persuasive proposals. It has a user-friendly interface, a variety of templates and features like e-signatures and payment integrations.
G2 rating:
Qwilr gets 4.6 stars out of 5 by G2, owing to its presentation quality, customer support and proposal management features.
Pricing:
Along with a 14-day free trial. Qwilr offers the following pricing plans.
- Business plan: Comes with Hubspot integration, page analysis and dynamic pricing table.
- Enterprise plan: Can be used for 10 users, offers Salesforce integration, add on API and custom domain.
Mobile app:
Qwilr doesn’t have a mobile app, but the website can be accessed on mobile devices, for quick proposal reviews and edits.
Qwilr is ideal for industries which use client-facing documents extensively, such as marketing, design, consulting and technology. Its interactive and visually appealing proposal features make it ideal for sales and creative teams looking to impress clients with customized presentations.
Pros:
- Engaging, client-friendly design
- Easy to add brand elements
- Easy client engagement monitoring
- Streamlines approvals and payments
Cons:
- Few complex design tools
- Costly for full features
- Web-based only
- Some features require training
Qwilr’s user-friendly interface and e-signature capabilities make it a popular choice for sales teams. However, businesses that require highly customized designs may need to consider other tools.
14. Proposify
Proposify is a proposal software for businesses to create, manage and track professional proposals with ease. It streamlines the proposal process from beginning to end with useful features like e-signatures, client tracking and collaborative editing.
G2 rating:
G2 gives Proposify a 4.6 rating out of 5 for its user-friendly interface, customizable templates and proposal management features.
Pricing:
The software offers a free trial before you decide you choose one of the following plans.
- Basic plan: Ideal for 2 users with 5 documents per month and Stripe payments.
- Team plan: Offers unlimited document sending per month, branded domains and custom fields.
- Business plan: Comes with Salesforce integration, API access and approval workflows.
Mobile app:
Proposify doesn’t offer its own mobile app, but its responsive web-based platform can be used on mobile devices, so users can review and edit proposals while on the go.
This software is ideal for sales teams, agencies, and freelancers looking to improve proposal efficiency and close deals faster.
Pros:
- Tailor proposals to brand
- Simplifies client approval
- Provides real-time engagement insights
- Supports multi-user editing
- Tracks proposal performance
Cons:
- Basic customization options
- Premium pricing for advanced tools
- Requires setup and training
Proposify is best for sales teams, agencies, and freelancers needing streamlined, professional proposals with tracking and collaboration features. It may not be ideal for large enterprises requiring highly advanced design customization or extensive integration options.
15. PandaDoc
PandaDoc is an all-in-one document automation platform that streamlines the creation, approval and management of proposals, contracts and other business documents. It enables teams to collaborate efficiently and track client engagement.
G2 rating:
With a high rating of 4.7 out of 5 stars, PandaDoc is known for its e-signature abilities and payment integrations.
Pricing:
PandaDoc offers a 14-day free trial and three paid packages.
- Starter plan: Best for signing forms and agreements, with real-time tracking.
- Business plan: For sales proposals with CRM integrations, custom branding and approval workflows.
- Enterprise plan: Offers a team workspace with advanced automations and notary features.
Mobile app:
Pandadoc has its own mobile app that allows users to review, sign and track documents on the go. This is helpful to sales teams who need to stay connected with clients and close deals faster.
The software is most widely used by sales teams, legal departments and small businesses looking to simplify document workflows and increase rate of closing deals.
Pros:
- Speeds up document creation.
- Integrated approval and payment.
- Real-time team collaboration.
- Stores reusable templates and content.
- Monitors document views and actions.
Cons:
- Advanced features are pricey.
- Focused more on functionality.
- Requires initial setup and training.
- May be overwhelming for simple needs.
PandaDoc can help businesses streamline their sales process and improve efficiency with its e-signature capabilities, document tracking and mobile app. However it may not offer the same level of design customization as dedicated design tools.
What is a proposal software?
Proposal softwares are digital tools that automate the creation, management and tracking of business proposals. It helps streamline the proposal workflow, helping businesses save time, boost efficiency and enhance the quality of their proposals.
Some key features of proposal softwares include:
Automation of repetitive tasks: By using template libraries businesses can customize content to address client needs, without starting from scratch each time. Many platforms offer an automated workflow feature which helps route proposals for review and approval, ensuring timely delivery.
Customization options: By using interactive elements, dynamic content, brand logos, fonts and color schemes businesses can create custom-made proposals for each client and enhance brand consistency and overall proposal quality.
Integration with CRM and project management tools: Modern proposal software integrates with CRM systems and project management tools for a seamless workflow. This integration capability has made it an essential tool for businesses that regularly create proposals.
Analytics and tracking: Proposal performance tracking offers insights into open rates, click-through rates and time spent on each page to gauge engagement. Client insights reveal behavior patterns that inform future proposals, while CRM integration enables tracking of deal progress and revenue forecasting.
If you’re not sure where to start, give the proposal maker by Venngage a try and see how easily you can create a professional proposal.
What to consider when selecting proposal software?
When selecting proposal design software, organizations should consider factors such as template variety, customization options, collaboration features, pricing structure and integration capabilities.
The right choice depends on specific business needs, team size, and proposal volume.
Here are some key considerations to keep in mind:
Budget
Look for a software that offers a range of pricing plans. For instance, the pricing plans are suitable for businesses of many sizes and types. From the free plan for basic needs to premium plans with advanced features, you can choose a plan that fits your budget.
Features
Venngage is primarily a design tool, with a wide range of design templates and elements to produce visually appealing proposals. Its drag-and-drop editor makes it easy to customize templates as per the client and add your own content. Its branding tools ensure proposals are consistent and professional, helping businesses stand out to clients.
Collaboration
It is easy to share your designs with team members and clients and collaborate in real-time using Venngage. This feature is useful for large teams working simultaneously on joint projects. Users can leave comments, suggest edits and update content collaboratively, which streamlines the approval process.
Integrations
Venngage integrates with popular tools like Google Workspace and Slack so proposals can be shared easily. By integrating with platforms like Adobe Acrobat and WordPress, users can pull in content, streamline updates and keep branding consistent. These integrations enhance productivity and help teams maintain a smooth, efficient proposal creation process.
Security
Venngage employs standard security measures to protect user data, including encryption and secure data storage. However, for highly sensitive information, you might want to consider additional security measures.
Tracking
Venngage does not currently offer built-in tracking features specifically for proposal management, such as viewing open rates or client engagement with proposals. Its primary focus is on design and collaboration, allowing teams to create visually compelling and branded proposals
Electronic signatures
Venngage doesn’t have built-in e-signature capabilities. To add e-signatures to your proposals, you’ll need to integrate with a third-party e-signature provider like DocuSign or Adobe Sign.
Team size
Venngage is suitable for both individual freelancers and small teams. Its collaboration features and team plans make it easy for teams to work together on projects. However, for large teams with complex workflows, a dedicated proposal software might be a better fit.
Content management
Venngage offers a content library where you can save and reuse design elements, including templates, images and text blocks. This helps streamline the proposal creation process.
Version control
Venngage doesn’t offer version control for proposal drafts. However, you can save multiple versions of your designs and track changes manually.
Streamline your proposal creation process with Venngage
Simplify your proposal creation process with Venngage, a robust solution designed to elevate your business presentations. This versatile platform stands out with its intuitive interface that makes crafting professional proposals effortless, even for beginners.
With its customizable templates, CRM integration, real-time collaboration features for fostering better communication and faster turnaround times and easy-to-use interface you can ensure proposals align perfectly with your client needs. Venngage offers flexible pricing so that you pay only for features you need, and seamless integration options, so it’s adaptable to various business needs and workflows.
Ready to transform your proposal creation process? Discover how Venngage’s comprehensive solution can enhance your business efficiency and help you win more clients.
