Proposal Software

What is Proposal Software?

Proposal software, or sales proposal software, is a type of software that helps salespeople create and submit sales proposals to potential customers. This type of software can include templates for creating proposals, built-in calculators, and other tools to help salespeople close deals. Some sales proposal software also includes reporting features that can help sales managers track the success of their sales teams.


  • Sales proposal software
  • Proposal management software
  • Proposal automation software
  • Proposal generator

Benefits of Using Proposal Software

Sales proposal software can help sales professionals create, track, and manage sales proposals.

As a result of this digital transformation of the selling experience, sales professionals can spend more time selling and less time on administrative tasks. Additionally, sales proposal software can help sales professionals:

  • Increase win rates by improving the quality of proposals
  • Get proposals out faster with templates and wizards
  • Easily track the status of proposals
  • Reduce proposal revisions with built-in editing tools

Increases Win Rates

The most important benefit of proposal software is that it helps businesses win more contracts. Proposal software allows sales teams to create professional-looking proposals quickly and easily.

It enables them to include all the relevant content to help potential customers make buying decisions. This helps companies look more credible to potential clients and gives them a competitive edge over other vendors.

Automates Proposals

By automating the proposal process, sales teams can create proposals more quickly and efficiently, which allows them to spend more time focused on selling.

Additionally, sales proposal software can help sales teams ensure that their proposals comply with company branding and legal requirements, including all the necessary price quote and contract details, are formatted correctly and look professional.

Tracks Proposal Status

It helps sales professionals follow up with decision-makers promptly and ensures that all required steps are taken to submit a complete proposal.

It can also help salespeople track their sales pipeline and monitor the progress of their proposals. This information can be used to improve future proposals and increase the win rate for future bids.

Reduces Revisions

Sales proposal software can help organizations reduce the number of revisions to proposals. With the software in place, sales representatives can create and submit proposals quickly and efficiently.

The software will help ensure that proposals are formatted correctly and include all the necessary information. This can help reduce the number of revisions that are needed, which can save time and money.

Features of Proposal Software

Standard features of proposal software include the following:

Branded Templates

When creating a sales proposal, many businesses use sales proposal software to create a branded template. This helps sales reps ensure their proposals are always formatted consistently and contain all the necessary information.

Using proposal templates also helps ensure that proposals are thorough and well-organized. Additionally, sales proposal software often includes built-in templates for different types of proposals, such as quotes or bids.

Proposal Editor

A proposal editor feature is essential for any sales proposal software because it allows users to create, edit, and format their proposals quickly and easily. Users can easily add text, images, and other elements with a proposal editor.

They can also quickly format the text and make changes as needed. This makes it easy for users to create professional-looking proposals that are easy to read and understand.


The tracking feature allows businesses to keep track of their proposals and the progress of each one. This ensures they can stay organized and on top of their sales pipeline.

The tracking feature also includes a dashboard where businesses can view all of their proposals at a glance. This provides an overview of the status of each proposal, including when it was sent, when it is due, and whether or not it has been accepted.


Sales proposal software often includes a proposal analytics feature, allowing users to track their proposals’ success.

This feature can provide valuable insights into which proposals are winning and losing, as well as what specific elements of a proposal are resonating (or not resonating) with potential customers.

As a result, the proposal analytics feature can help salespeople improve their proposals and increase their chances of winning business.


Sales proposal software typically integrates with the company’s customer relationship management (CRM) system. This makes it easier to keep track of customer data, including contact information, past interactions, and account status.

When sales proposals are created in the software and integrated with the CRM, all of this information will be automatically pulled into the proposal, saving time and ensuring a more accurate proposal.

Additionally, a CRM can help sales reps follow up with customers after a proposal has been sent. This follow-up can be automated based on predefined rules or done manually by the rep. This information in the CRM will help ensure no opportunity is missed.

Another helpful integration is a proposal software and CPQ (configure price quote software). Integrating sales proposal software with CPQ can help improve the accuracy and speed of creating proposals.

When the two systems are integrated, the CPQ system can pull product information and pricing from the database to create an accurate and up-to-date proposal.

If the two systems are not integrated, there is a greater chance of errors in the proposal. Inaccurate proposals can cost businesses time and money, as they may have to go back and correct the proposals after they have been sent to clients.


When creating and sending proposals, it’s paramount to ensure the data is secure. Sales proposal software’s security features include password protection, encryption, and audit logs.

With password protection, companies can require a password to open and view their proposals. This ensures that only those who are authorized can access the document.

Encryption works similarly, but it encrypts the data so that it cannot be read without the proper decryption key, even if it is intercepted. Audit logs track all activity in the software, so sellers can see who has accessed the proposal and how they have engaged with it.


Sales proposal software with ESignature capability provides a way to sign proposals and track who has access to them.

Additionally, ESignature allows sales reps to create a legally binding agreement, making it easier to close deals. Other benefits of ESignature are speed, convenience, and security.

ESignature enables buyers to sign documents quickly and easily without having to wait for postal mail or for someone to fax or scan the document. 

Buyers can sign documents from anywhere as long as they have an internet connection.

Additionally, ESignatures are more secure than traditional signatures since they cannot be counterfeited or altered without being detected.

Payment Integration

Payment integration with sales proposal software allows users to submit payment for proposals or quotes directly from within the software.

This can save time and hassle for both the customer and the business. It can also help to ensure that payment is received promptly, preventing any issues with proposal acceptance or delivery.

There are a variety of payment integration options available, so it’s important to choose one that will work well with your sales proposal software.

How to Choose the Right Proposal Software for Your Business

When sales operations teams choose the right proposal software, there are a few things they need to keep in mind.

  1. Ensure the software is compatible and easy to integrate with other systems and software.
  2. Make sure the software is easy to use and will help streamline the sales process. It should be easy to onboard sales team members and take minimal time for them to be comfortable using it.
  3. The software must have all the features the sales organization needs. It should include templates, graphics, and other features listed above to make creating proposals easier.
  4. It should be affordable with a high ROI.
  5. Ensure the software is reputable and has good reviews, and is easy to implement and support.

Digital Sales Rooms – The Next Evolution of Sales Proposal Technology

Digital transformation in sales includes evolving sales proposal technology to enable sellers to provide an elevated, collaborative experience around the sales quote and proposal.

A digital sales room is an online space where B2B companies can share information and resources with their buyers, enabling a streamlined buying experience.

Also known as virtual deal rooms or sales microsites, digital sales rooms are the future of sales proposals.

The contents of a digital sales room often include product catalogs, price quotes, order forms, sales proposals, contracts, and other content assets that would be useful to customers.

By making this information available online, companies make it easier for their customers to do business with them.

An example of a digital sales room is DealRoom, which brings buyers and sellers together in one virtual space that streamlines collaboration and creates one fluid sales motion.

People Also Ask

What is proposal automation software?

Proposal automation software is a tool that helps businesses create and manage proposals. It can automate the process of proposal generation, track proposal status and manage customer contact information. 
This software can save businesses time and money by streamlining the proposal creation process.

What is a proposal generator?

A proposal generator is a software program that helps users create professional-looking proposals quickly and easily. 
They typically include a wide range of templates and design options and built-in formulas for calculating totals. Most online proposal software also includes a database of sample proposals to help users get started.

What should a sales proposal include?

A sales proposal should include the following:

1. The product or service that is being offered
2. The price of the product or service
3. What the product or service includes
4. Supporting content
5. The delivery time of the product or service
6. The terms and conditions of the sale