Best Proposal Management Software: Empowering Sales Teams with Digital Tools

In the competitive world of B2B sales, crafting compelling, personalized proposals is no longer a luxury—it’s a necessity. Proposal management software has revolutionized the way businesses create, send, track, and manage proposals. These tools streamline the sales cycle, enhance team collaboration, and boost conversion rates.

Among the rising stars in this domain, GetAccept stands out for its robust feature set and all-in-one approach to digital sales. In this article, we’ll explore the top proposal management software tools on the market today, starting with GetAccept, followed by other notable solutions that are shaping modern sales experiences.

1. GetAccept

GetAccept is more than just a proposal management platform—it’s a complete digital sales room built for sales efficiency and engagement. Designed with modern B2B sales teams in mind, GetAccept integrates proposal creation, document tracking, e-signatures, video messaging, and CRM syncing into one seamless workflow.

Products and Core Features

1. Proposal and Document Management

At the heart of GetAccept is its powerful document editor. Users can create customized proposals using drag-and-drop content blocks, templates, and branding elements. Whether it’s pricing tables, product descriptions, or legal clauses, everything can be tailored on the fly. This makes proposal creation both efficient and personalized.

2. E-Signature Functionality

GetAccept’s legally binding electronic signature feature eliminates the friction of manual approvals. Sales reps can send proposals and get them signed in minutes—all within the platform. Audit trails and signature verification ensure compliance and security.

3. Sales Engagement and Video Messaging

One of GetAccept’s unique features is the ability to add personalized video messages directly to proposals. This humanizes the sales experience, builds trust, and increases recipient engagement.

4. Live Chat and Real-Time Insights

GetAccept allows real-time interaction through live chat embedded within the proposal. Reps can answer questions, clarify points, and move the deal forward instantly. Meanwhile, detailed analytics provide insights on how recipients interact with the proposal—what they read, how long they spent on each section, and more.

5. CRM Integrations and Automation

GetAccept offers native integrations with major CRM platforms like Salesforce, HubSpot, and Pipedrive. This means users can generate, track, and manage proposals directly from their CRM, ensuring workflow continuity and data accuracy.

6. Digital Sales Room (DSR)

GetAccept’s Digital Sales Room is a shared virtual space where stakeholders can collaborate on deals. It houses documents, conversations, tasks, and timelines—making deal management more transparent and organized.

Ideal For

• Mid-sized to enterprise sales teams
• SaaS and B2B companies
• Organizations looking for an all-in-one proposal, e-signature, and engagement platform

Summary

GetAccept’s standout feature is its holistic approach to proposal management. Instead of siloed tools, it offers a cohesive environment where deals are initiated, nurtured, and closed—all while keeping the buyer engaged and informed.

2. PandaDoc

PandaDoc is a well-known name in the proposal and document automation space. The platform offers a user-friendly interface with a strong focus on customization and integrations.

Key Features:

• Drag-and-drop proposal builder with multimedia support
• Extensive template library for quick starts
• Built-in e-signatures and payment collection
• Real-time notifications when a document is opened or signed
• Integrates with CRMs like HubSpot, Salesforce, and Zoho

Strengths:

PandaDoc excels in delivering a smooth user experience, making it ideal for small to mid-sized businesses looking for a simple yet functional solution.

Ideal For:

• Marketing and sales teams
• Freelancers and agencies
• SMBs needing quick deployment

3. Proposify

Proposify is geared toward businesses that want visually appealing, on-brand proposals. It provides creative control along with the functionality needed to manage and close deals effectively.

Key Features:

• Custom proposal templates with rich formatting
• Approval workflows for internal review
• Client-view metrics (e.g., time spent on each section)
• Interactive pricing tables
• Integration with CRM and invoicing platforms

Strengths:

Proposify offers impressive design capabilities, allowing companies to maintain brand consistency across all client communications.

Ideal For:

• Creative agencies
• Design-focused sales teams
• Teams that value branding and visual impact

4. Qwilr

Qwilr takes a fresh approach by transforming static proposals into interactive web pages. This elevates the client experience and sets businesses apart in competitive pitches.

Key Features:

• Web-based proposal creation with sleek layouts
• Built-in analytics for document tracking
• Interactive quote blocks and pricing calculators
• Mobile-optimized viewing experience
• Integration with HubSpot, Salesforce, and Slack

Strengths:

Qwilr is a favorite for businesses looking to impress clients with modern, digital-first proposals that can be tracked and tailored in real-time.

Ideal For:

• SaaS companies
• Tech startups
• Digital-first organizations

5. Better Proposals

Better Proposals focuses on helping users create professional proposals quickly, with minimal effort. It’s built around a strong template system and easy-to-use editor.

Key Features:

• Simple, clean user interface
• 100+ proposal templates across industries
• Built-in analytics and open notifications
• One-click e-signature and payment integration
• CRM and Zapier integrations

Strengths:

This platform prioritizes ease of use and speed. It’s especially useful for smaller teams or freelancers who want to generate and send proposals without hassle.

Ideal For:

• Freelancers and consultants
• Small agencies
• Businesses looking for cost-effective solutions

Comparative Overview: Why GetAccept Leads the Pack

GetAccept stands out not only for checking all the boxes but for introducing advanced sales engagement tools that go beyond proposal generation. Personalized videos, real-time chat, and an immersive Digital Sales Room aren’t just features—they’re tools that drive sales outcomes.

Choosing the Right Proposal Management Tool

When selecting a proposal management solution, consider the following:

• Team size and sales process complexity
  Larger teams benefit from advanced automation and collaboration tools like those in GetAccept.
• Proposal volume and customization needs
  If you send numerous proposals weekly and need them personalized, tools like GetAccept or Proposify are ideal.
• Client interaction level
  For a more engaging buyer experience, GetAccept and Qwilr offer features that foster interactivity.
• Budget constraints
  Better Proposals offers value for small teams, while GetAccept delivers high ROI for growing businesses.

Conclusion

Proposal management is no longer just about sending documents. It’s about creating an experience that connects, convinces, and closes. While many tools can help you manage proposals, GetAccept goes a step further—transforming sales into a collaborative journey from the first proposal to the final signature.

Whether you’re a small startup or a large enterprise, choosing the right software can drastically impact your win rate. If you’re looking for a solution that integrates advanced engagement, analytics, and automation in one intuitive platform, GetAccept is a clear leader in the proposal management space.