Best Proposal Management Software for Freelancers

Stop the RFP fire drills. Optivalue.ai is the AI-powered Proposal Management platform that transforms your response process. Automate the heavy lifting of drafting proposals, RFIs, and security questionnaires, and free your team to focus on the strategy that wins bids. Reduce drafting time by up to 90%. Our AI connects to your knowledge base to generate accurate, source-verified answers in minutes. Every response is backed by a precise citation (document, page, date), so you can build your proposals with complete confidence. Optivalue.ai also drives continuous improvement by analyzing your content for gaps and suggesting updates. Strengthen your team's expertise with every proposal you submit. Enterprise-grade security (GDPR, ISO, HIPAA compliant) protects your data. All our subscriptions include unlimited users and projects. Start your 14-day free trial. No credit card, no commitment.

Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.

EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA.

GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.

Sign.Plus is a legally-binding electronic signature solution, designed to make workflows faster for businesses of all sizes, from large enterprises to SMEs and even individuals. Sign.Plus Features: • Fill, sign, and send PDF documents, contracts, leases, NDAs, agreements, and more. • Extremely easy-to-use eSignature solution available on multiple platforms, including web, mobile, Google Workspace, and more. • Monitor the progress of your signature requests in real-time. • Reusable templates to send out frequent documents to different recipients. • Certificate of completion that contains a tamper-proof audit report with details about the signers. • Set up a team and add your employees to your team. • Compliant with electronic signature regulations such as ESIGN, eIDAS, ZertES, and more. • Compliant with the world’s strictest data regulations such as ISO 27001, SOC2 Type 2. • Data encryption in transit and at rest. • Data residency

#1 Sales Quoting Software & Sales Proposal Software * Create and send sales quotes, easier and faster * Know when your customer is reading your sales quote. Make your move at the right time, QuoteCloud will message you when your customer opens a sales quote. * Stand out from the crowd . Create interactive documents that set you apart from your competition. * Industry Specific Software Extensions. Explore a library of software extensions that make the difference in your industry. Built by experts just for you! * No design skills required. Use our library of sales quote templates, design your own, or ask us for help. * Easy customer eSignatures. Add e-signatures to make it super easy for your customers to sign legally binding documents. * Get Paid Faster With integrated e-signature and payment features, your prospect can sign your legally binding terms and conditions and pay a deposit in minutes. *Live Chat. Live chat with customers while they read your sales quotes.

Manage all your projects efficiently – in one place. EMDESK is a single, flexible project and financial management platform that unifies planning, controlling, execution, and collaboration in projects. It helps teams and stakeholders to work together, while maintaining maximum control and transparency. Hosted and developed in Germany, EMDESK guarantees the highest security standards. With real-time views of timeline and finances, teams can schedule activities, estimate costs and allocate resources. Efficiently design and budget projects of any scale and complexity with all team members and partners. Keep your multiple projects on schedule and work together efficiently.

Proteus is the complete project management software built by energy experts for the energy sector. Proteus brings pre-project planning, winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves companies in oil and gas and renewables away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, win more business, deliver more projects and keep work simplified. Proteus brings everything together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place on a centralized platform. Proteus dramatically improves efficiency by improving the way margins are managed, resulting in cost savings to allow your company to scale and grow. Maximize value across the project lifecycle. Get better visibility, better control, better consistency and better productivity.

CRM Software for Growing Small Businesses. Complete Customer Relationship Management, Helpdesk, Sales Tools & More. You’re busy. The last thing you need is another software program to keep updated. SwiftCRM side steps conventional CRMs, so you automate more, and send emails, calls, and postal mail right through the application – so you never have to copy & paste. Furthermore, it’s the #1 most customizable sales dashboard in the industry, so you or your team will feel right at home, with language, labels, statuses, and deal flow that match your systems. We believe software should conform to humans, not the other way around.

ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data.

Legalesign is UK-based enterprise software to send, sign and manage documents online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.

Bit2win CPQ empowers sales, partners and customers to configure complex products/services, deliver accurate quotes and create smarter deals with most updated product and pricing information. Bit2win, designed for enterprises going digital and sale processes & quoting automation, enables sale of tangible goods and subscriptions, recurring and use-based pricing, bundles and amendments to existing service contracts providing among the best out-of-the-box pricing functionality on the market. A real complete sales cloud suite that covers the entire multichannel sales cycle processes, from price configuration to go-to-market strategy. Bit2Win suite is the innovative omni-channels solution to optimize business processes, identify and manage sales opportunity, configure right product at right price in real-time, simplify and shorten sales cycle, increase efficiency and reduce errors, speed time-to-market and bring differentiation, assure customer engagement and loyalty.

Leave chaotic closing processes behind with templated quotes, approval workflows, and pricing guardrails to empower your teams and help sales reps win. Build pre-approved, fully customized agreement templates for your sales teams. Make changes instantly and adjust to your business needs right away. Forget the long implementation process. With RevOps, get your team up and running in hours and days instead of weeks and months. Set your reps up for success by enabling flexibility while providing the necessary guardrails to structuring deals. Create approval workflows, promote alignment, while saving precious time for your team. Send documents to anyone in the world and smoothly scale your sales operations for the global, remote, and digital economy.

Build a winning proposal and respond to request for proposal (RFP) more efficiently with Upland Qvidian. Cloud-based and feature-rich, Upland Qvidian is an enterprise-grade RFP and proposal automation software solution that streamlines content management and drives business efficiency via a single trusted content library. Key benefits of using Upland Qvidian include centralizing sales and proposal content, enabling real-time collaboration, measuring business performance, ensuring compliance, creating and delivering professional documents, and more.

Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time.

Flowcase (formerly CV Partner) empowers professional services firms to create tailored resumes, CVs, and case studies with ease, helping them to win more bids in less time The new way to manage your CVs and Case Studies. Easily manage and tailor your company’s credentials for tenders. Quickly highlight the most relevant experience for each bid and proposal. Effortlessly export CVs and Case Studies to Word, PowerPoint and PDF. Use advanced search to find the right people for the proposal. Easily tailor and highlight relevant content for each proposal. Always up to date CVs and case studies in the same layout. Customizable templates to avoid copy paste. Collaborate on proposals with other companies. Increase consistency and quality in proposals. Some of our core features and benefits. One Single Workflow. One system for managing all stakeholders in the proposal process. Master CVs. One master CV for each employee provides a single interface for data input.

Create a memory layer to dive deep into your data. Draft new responses faster with Generative AI custom-trained on your company’s approved content library assets and knowledge assets. Analyse and review documents to understand key criteria and support bid/no bid decisions. Create outlines, summaries, and derive new insights. All the elements you need to establish a unified, successful bidding organization, from tender search through to contract award. Get complete oversight of your opportunity pipeline to prepare, prioritize, and manage resources. Improve bid outcomes with an unmatched level of coordination, control, consistency, and compliance. Get a full overview of bid status at any phase or stage to proactively manage risks. Bidhive now talks to over 60 different platforms so you can share data no matter where you need it. Our expert team of integration specialists can assist with getting everything set up and working properly using our custom API.

Jetbuilt is the premier project platform for integrators and facility designers. Nurture leads, estimate, propose, and manage projects in the audio visual industry, along with all things low voltage. Pull from over 2 million items in the Jetbuilt database. Connect to your vendors and keep your dealer pricing updated for fast and confident quoting. Get project approvals faster as your clients easily grasp complex proposals through Jetbuilt's clear organization and graceful presentation. All with near-zero training time for your team. Built on the cloud, remotely collaborate with your team and clients on projects large and small. Track your inventory of items from the warehouse shelf to the van, temporary on-site storage and final installed location. As you estimate, see what stock you have available to drop into a project. From lead-tracking, project quoting, to installation, Jetbuilt provides power and efficiency to help you close more projects faster.