10 Best Sales Proposal Software in 2024 [Reviewed]

Sales teams need a sales proposal solution to make the proposal creation process easy and interactive, to improve collaboration with clients, and increase the close rate.

We researched 30+ proposal tools, went over verified customer reviews on G2, and talked to sales managers to find the best sales proposal software on the market.

This article will review 10 sales proposal tools, their top features, pros and cons, and pricing models.

Before we begin, let’s go over a few factors to consider when evaluating sales proposal platforms. ⤵️

Factors To Consider When Evaluating Sales Proposal Tools

#1: Comprehensive Range of Sales Proposal Features

When we were evaluating sales proposal tools, we looked at which platforms had key functionalities, such as:

• Template library, where you can generate proposals from ready-to-use templates in minutes.
• Analytics and tracking of proposal engagement and client interactions.
• A built-in or integration with e-signature tools.
• Interactive elements, such as interactive pricing tables, allow your clients to customize their pricing.

💡 We then evaluated if all of these features are easy to use and navigate.

#2: Integrations With Existing Sales Systems

A second key factor to consider for us was how well the sales proposal solutions are integrating with your existing sales management software.

Your sales proposal platform should sync data back to your CRM and/or marketing automation systems, which will be important for your sales team to track data.

➡️ Data consistency across platforms is important for saving your sales reps from manual data entry between different tools.

#3: Cost Structure

Different sales proposal management solutions have different ways of pricing their products.

For example, some tools offer pricing models based on the number of seats you will need, while others are based on the number of features you want to access.

The pricing model you opt for can impact your bottom line and can become expensive in the long run if you plan on onboarding many sales reps.

💡 Smaller teams normally benefit from tools that base their pricing on seats, while bigger sales teams would benefit more from platforms that base their pricing on features.

What Are The Best Sales Proposal Platforms in 2024?

Here are the best sales proposal tools out of all the software we reviewed to close more deals:

#1: Arrows - Create customer-facing onboarding plans and sales rooms that sync data to your HubSpot account.

#2: Qwilr - Send out sales proposals from out-of-the-box templates.

#3: GetAccept - Build and send out personalized proposals.

#4: Dock - Set up an all-in-one sales proposal platform with buyer intent notifications.

#5: Prospero - Build sales proposals with a drag-and-drop menu.

#6: DocSend - Send out secure documents with e-signatures.

#7: FactSpring IQ - Simplify pricing conversations with interactive pricing elements.

#8: Proposify - Send out professional-looking proposals to your prospects.

#9: Nusii - Send out proposals with e-signatures.

#10: PandaDoc - Get in-depth document insights about customer engagement.

#1: Arrows

Arrows is the best sales proposal software for HubSpot sales teams, as our tool offers separate purpose-built tools for sales and onboarding.

Full disclosure: Even though Arrows is our platform, we will aim to provide an unbiased and objective perspective on why Arrows is the sales proposal software for sales teams in 2024.

Keeping your sales team and prospects aligned during the onboarding process can be difficult.

With Arrows, you can send personalized sales rooms and onboarding plans to your customers, helping your sales team to keep the momentum going in the conversation and secure more deals.

❗Note: Our platform was built for sales teams that run on HubSpot.

Let’s discuss the features that 👇 make Arrows the ideal sales proposal solution for sales teams on HubSpot.

Feature #1: Arrows Sales Rooms

You don’t have to lose deals because your sales team was underprepared or had blurry next steps with prospective clients.

Arrows sales rooms let you close deals faster and increase your sales team’s close rate with dynamic pages that keep prospects engaged.

Our customizable sales rooms help your team simplify deal management by tracking milestones and getting real-time alerts of when tasks are completed.

💡 Our users are achieving a 44% higher win rate with our sales rooms compared to the average win rate for deals over the last 12 months.

Arrows lets you connect to Deals in HubSpot.

You can equip your sales team with everything that they need to sell, such as:

• Resource sharing: Keep all sales collateral and data about each prospect in one place. Keep leads engaged between calls without excessive follow-up emails.
• Next meeting sync: A component that stays up-to-date in real-time based on your next scheduled meeting in the CRM. Your sales team will not have to rely on link-dumping.
• Milestone tracking: Set clear objectives and track progress to ensure deals stay on course and deadlines are met.
• Real-time alerts of when tasks are completed or when your customers ask questions during onboarding or in the sales funnel.
• Engagement activity sync back into your HubSpot account in real-time, including creating and associating new contacts discovered with the deal in HubSpot.
• Buyer engagement tracking: See which prospects are viewing the sales rooms in real-time.

💡 It is also possible to replicate your champions by using templates to enforce a winning process.

Sales rooms give your customers a single, organized space for every resource, update, and next step in their buying journey.

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How Do Arrows Sales Rooms Work?

Once activated in your HubSpot account, Arrows sales rooms can be set up from existing deals.

You can edit and publish the sales rooms directly through the Arrows app to personalize each room to each client.

Your sales team will receive updates on room engagement, including views and updates, via the deal’s activity feed.

💡 It is also possible to link the sales rooms in email snippets sent from your HubSpot account, keeping everything connected.

Feature #2: Automate Your Onboarding Process In HubSpot

Arrows helps customer success teams create client-facing onboarding plans that attach to HubSpot deals, tickets, and custom objects.

Our solution gives your sales team shared visibility into onboarding progress and an easy-to-follow path to success for your new customers.

💡 Arrows has been rated as the #1 App for Customer Success in the HubSpot Marketplace.

Arrows’ deep HubSpot integration makes it possible to keep all your new client onboarding out of the platform.

The software is designed to let your customers access their onboarding plans and complete their assigned tasks.

How Do Arrows Onboarding Plans Work?

Each plan has tasks that are grouped into phases. The tool guides your new clients to the next task they need to complete.

You can take your users to a focused view of each task, which has different task types (from inserting a Google Doc to scheduling a meeting).

Our tool then syncs 50+ data points with your HubSpot property to help your customer success team keep track of your entire onboarding process inside HubSpot.

Each deal is connected to an Arrows plan powered by our data, which is synced in real-time to your HubSpot platform. 

There, you can trigger automation and get live reports.

What is different about Arrows? The software combines workflow automation with a simple UI embedded in HubSpot. 

Our platform aims to keep new clients engaged and focused on the deal.

Case study: HungryHungry was able to reduce early churn by 90% and doubled their onboarding efficiency by using Arrows.

The brand started using Arrows to make their onboarding steps smaller and more achievable for their new customers.

Check out how they did it 👇

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💡 Check out our customer success guide that will show you how to set up your HubSpot account to run effective customer success.

Feature #3: Onboarding Plans

Keep your new clients moving through the onboarding funnel with Arrows onboarding plans.

Provide onboarding checklists for your new customers to complete to reduce the onboarding time and increase your team’s capacity.

Here’s why sales and implementation teams love Arrows onboarding plans:

• Onboard your new clients faster: Keep your new customers on task with clear, easy-to-follow plans tailored to them.
• Increase your team’s capacity: Enable your sales and customer success teams to work out of HubSpot instead of jumping between tools.
• Track progress: Monitor every step of your customer’s onboarding journey, from adding their brand’s guidelines to scheduling the initial audit.
• Deep HubSpot integration to keep your entire team working in HubSpot without creating new inboxes.

💡 Users of Arrows are achieving 2x+ faster onboarding on average when using Arrows onboarding plans for the first 6 months.

Arrows’ post-sales management platform makes it easy for your customers to perform tasks such as uploading files and filling out form fields. The data then syncs back to HubSpot.

➡️ Your sales team will also get access to Arrows onboarding insights, which will help your team uncover insights from your customer onboarding process.

With Arrows onboarding insights, your team will be able to uncover:

• How are plans performing over time for each new client?
• How long does it take your customers to complete the first task?
• Which tasks are taking too long to complete?
• Where are your customers getting stuck the most?

Pricing

Arrows has three pricing tiers:

• Growth plan: $500/month, which gives you access to unlimited plan participants, bi-directional data sync to HubSpot deals or tickets, and HubSpot timeline events.
• Business plan: $1,250/month, which adds access to advanced Arrows data points (50+), dynamic branching on tasks, and the ability to sync Arrows plans to custom objects in HubSpot.
• Enterprise plan: Custom pricing that gives you access to SSO, Audit logs, and automated user lifecycle management.

💡 Our pricing is not based on user seats, which benefits larger sales and customer success teams.

You can try Arrows for free! Start your free trial with Arrows by connecting onboarding plans to HubSpot deals, tickets, or custom objects with just a few clicks.

Not sure, yet? Schedule a demo to learn more about our software and how it can help you close more deals and reduce early churn.

Pros & Cons of Arrows

✅ Customizable digital sales rooms that improve your team’s close rates.

✅ Seamless data sync with HubSpot records.

✅ Easy-to-use platform with an interactive interface.

✅ Track buyer engagement across the sales rooms.

✅ Detailed onboarding insights.

⚠️ Built for customer success and sales teams that run on HubSpot.

⚠️ Simple dashboard with less data compared to other tools because all of the power is synced into HubSpot.

#2: Qwilr

Best for: Sending out sales proposals from out-of-the-box templates.

Similar to: Dock.

Qwilr is a sales proposal software that lets you create beautiful and interactive sales proposals in web format to convert your prospects.

Features

• Sales proposal web editor: You can build and customize proposals from ready-to-use templates.
• Accepting payments by combining the sign-off, agreement, pricing quote, and payment into one interactive web page.

• Advanced engagement analytics: Track buyer engagement (such as when a quote or proposal has been viewed) across your proposals.

Standout Feature: Gallery With 140+ Ready-To-Use Templates

Qwilr lets you create beautiful sales proposals out of 140+ professional templates.

The platform’s customizable templates include proposals, quotes, case studies, and sales presentations.

Pricing

Qwilr’s pricing is based on user seats and has two pricing tiers:

• Business plan: $35/user/seat, which gives you access to the tool’s content editor, e-signatures, dynamic pricing table, page analytics, and HubSpot CRM integration.
• Enterprise plan: $59/user/seat for a minimum of five seats, which adds access to document automation, advanced customization, and dedicated account management.

Pros and Cons

✅ Customizable templates that you can personalize to your prospects.

✅ Good HubSpot and Salesforce integrations.

✅ Advanced analytics and insights into proposal engagement.

⚠️ Not as good editing and customization options as other Qwilr competitors.

⚠️ Lack of reporting and dashboard functionality.

#3: GetAccept

Best for: Building and sending out personalized proposals.

Similar to: Qwilr.

GetAccept is a proposal software that provides your sales team with document tracking, e-signatures, and interactive presentations to close more deals.

Features

• Contract management feature: Add personalized quotes and e-signatures off pre-made templates.
• Mutual action plans: Provide a better onboarding experience and have more clarity over your new customer pipeline.
• Sales content management: Give your sales team a unified and user-friendly content repository to find and share the right content at the right time with their prospects.

Standout Feature: Sales Engagement

GetAccept helps you start engaging your buyers with its sales engagement features that let you:

• Insert personalized videos.
• Chat with your prospects in real-time.
• Comment on the documents.
• Create shareable links.

Pricing

The software offers a 14-day trial where you can test out the platform for free.

Other than that, GetAccept offers two paid plans:

• Professional: $79/month/user, which gives you access to unlimited active rooms, e-signatures, advanced tracking, and templates.
• Enterprise: Custom pricing, which adds access to contract management features, CPQ, SSO, and premium integrations.

Pros and Cons

✅ Easy to use intuitive platform.

✅ Mutual action plans for a better onboarding experience.

✅ Good analytics into how prospects are interacting with your proposals.

⚠️ CRM integrations are not as deep as other alternatives to GetAccept.

⚠️ Creating proposals without templates can be too hard.

#4: Dock

Best for: Setting up an all-in-one sales proposal platform with buyer intent notifications.

Similar to: Arrows, Qwilr.

Dock is a sales proposal platform that lets you organize everything shared with your new customers in one place.

Features

• Personalized sales deal rooms: You can add sales collateral, action plans, price quotes, and order forms.
• New client onboarding portals: Share project plans, onboarding content, and forms.
• Client portals: Your sales team organize everything for customers in one place to deliver a white-glove customer experience.

💡 The software may offer a comprehensive range of features, but some customers have been looking for Dock competitors because the UI may be buggy at times and the software is not mobile-friendly.

Standout Feature: Sales Order Forms

You can create sales order forms with Dock and send them to your new customers for signing in only a few clicks.

Pricing

Dock has a freemium version that lets you access five workspaces for unlimited users.

To access the platform’s advanced features, you’d have to be on one of their three paid plans:

• Starter plan: $49/month/seat, which gives you access to sales deal rooms, customer onboarding, client portals, and sales content management.
• Growth plan: $59/month/seat + $250/month platform fee, which adds access to HubSpot integration, custom dashboards, and page visibility controls.
• Enterprise plan: Custom pricing that adds access to Salesforce integration, custom domain, SSO, and automations.

Note: Sales order forms are available as an add-on package that costs $10/month/seat and gives you access to e-signatures, approval rules, and the deal desk dashboard.

Pros and Cons

✅ Comprehensive sales proposal solution that lets you access onboarding plans.

✅ Generous free plan, unlike other solutions.

✅ Sales order forms.

⚠️ Set up can be time-consuming.

⚠️ The platform is not mobile-friendly yet.

#5: Prospero

Best for: Building sales proposals with a drag-and-drop menu.

Similar to: Qwilr.

Prospero lets you create beautiful and professional sales proposals with its drag-and-drop proposal builder to win more deals.

Features

• Create winning proposals with Prospero’s proposal editor, where you can also collaborate with your team.
• Access the tool’s content library, where you can create, save, and reuse high-quality modules and dynamic pricing sections.
• Add e-signatures to your proposals. Your clients can sign the proposals on their preferred devices.

Standout Feature: Track & Monitor Progress

Prospero offers advanced tracking and progress monitoring of your proposals’ performance.

The platform lets you keep track of:

• How your recipients engage with the proposals.
• When the proposals are being opened and how long they spent time reading.
• The browser and device the prospects are using for the proposals.

Pricing

Prospero has only 1 paid plan, which includes unlimited proposals, analytics, integrations, templates, and all other features of the platform.

The price starts from $8/month/seat when billed annually and is ideal for smaller teams and freelancers.

Pros and Cons

✅ Built-in e-signatures.

✅ Good integrations with Stripe, Quickbooks and other services.

✅ Affordable for smaller teams and freelancers.

⚠️ Template library has fewer modules than other alternatives.

⚠️ Newer software that has not been as battle-tested as other tools.

#6: DocSend

Best for: Sending out secure documents with e-signatures.

Similar to: GetAccept, Proposify.

DocSend helps your sales team securely share secure proposals and documents with your prospects with real-time insights.

Features

• Secure client portals, which can be tailored to your clients and keep their confidential files secure.
• Virtual data rooms, where you can pitch, analyze and close more deals all in one place.
• One-click NDA to let your clients sign NDAs with one click.

Standout Feature: Dynamic Watermarking

Prevent unwanted sharing of your documents with DocSend’s dynamic watermarking that lets you protect your confidential documents.

Pricing

DocSend has four paid plans:

• Personal Plan: $10/month/seat, which gives you access to basic sharing controls, document-level analytics, and four e-signatures per month.
• Standard Plan: $45/month/seat, which adds access to multi-file sharing, file requests, rich media analytics, and customizable branding.
• Advanced Plan: $150/month for three seats, which adds access to lightweight data rooms, folder & file-level security, and NDAs & gating agreements.
• Advanced Data Rooms: $180/month for three seats, which adds access to enhanced data rooms, automatic file indexing, and data room analytics.

Pros and Cons

✅ Secure file-sharing with watermarks.

✅ One-click NDAs.

✅ Good data rooms.

⚠️ Enterprise plans are more expensive than other alternatives.

⚠️ Some customers report uploading issues.

#7: FastSpring IQ

Best for: Simplifying pricing conversations with interactive pricing elements.

Similar to: GetAccept, Qwilr.

FastSpring IQ is an interactive quoting platform which helps you close more deals with e-signatures, dynamic pricing, and payment integrations.

Features

• Configurable quotes with an intuitive and beautiful design with the option to add paid add-ons.
• You can set a variable pricing scale that matches your offering to enable your prospects to choose the features they need most.
• E-signatures that can be customized and with a custom call to action to accept, sign, or set up a redirect to another URL.

Standout Feature: Deal Insights

FastSpring IQ lets you access its advanced deal analytics to better understand how your prospects are interacting with your personalized quotes.

Your team will also be able to track quote inactivity and notifications when your prospects have not yet viewed or signed the contract so you can follow up.

Pricing

FastSpring IQ has a free forever plan that lets you create and send out unlimited quotes for up to 2 users. 

To access the tool’s advanced integrations and features, you’d have to be on one of their 2 paid plans:

• Growth: $65/month/user, which adds pricing approval workflows, chat support, and a deep Salesforce integration.
• Enterprise: Starting at $65/month/user, you will receive priority customer support, white-labeling, and a more scaled solution.

Pros and Cons

✅ E-signature and payment integrations.

✅ Good CRM integrations with HubSpot and Salesforce.

✅ Generous free forever plan that lets you send out unlimited quotes.

⚠️ You’d have to be on their Growth plan to access the Salesforce integration.

⚠️ More expensive than other alternatives on the market.

#8: Proposify

Best for: Sending out professional-looking proposals to your prospects.

Similar to: DocSend, PandaDoc.

Proposify is a sales proposal platform that lets your sales team create, track, and send out professional proposals.

Features

• Sales proposal platform, which can be accessible from any device and exported as a PDF.
• Proposal templates to automate your proposal process and send out professional-looking templates.
• Integrations with popular CRMs like Agile, HubSpot, and Salesforce.

Standout Feature: Interactive Quoting Software

You can create and send out tailored quotes with dynamic pricing. 

Your sales team can use these customizable quotes to up-sell your prospects.

Pricing

Proposify has three pricing tiers:

• Basic Plan: $29/month/seat, which gives you access to 5 document opens/month, e-signatures, document analytics, and content library.
• Team Plan: $41/month/seat, which adds access to 30 document opens/month, branded domains, standard integrations, and custom fields & variables.
• Business Plan: $65/month/seat for a minimum of 10 seats, which adds access to unlimited document opens, API access, and approval workflows.

Pros and Cons

✅ Interactive quotes that are customizable and good for up-selling.

✅ Out-of-the-box proposal templates.

✅ Integrations with a wide range of CRMs.

⚠️ Some users of the platform find the platform’s customization limited.

⚠️ There are some reported bug issues.

#9: Nusii

Best for: Sending out proposals with e-signatures.

Similar to: DocSend, GetAccept.

Nusii offers a sales proposal platform for freelancers and SMBs who are looking to create customizable proposals with e-signatures.

Features

• Build and send out customizable proposals with your branding and logo.
• Receive notifications to stay in the loop for every action of your prospects.
• Scale the proposal-building process by re-using your content blocks.

Standout Feature: Template Library Per Industry

The platform lets you access a gallery of templates for different industries, such as building proposals for social media management or video production.

Pricing

Nusii offers three paid plans:

• Freelancer: $29/month for up to 1 user, which lets you access 5 active proposals, e-signatures, and a Zapier integration.
• Agency: $49/month for up to 3 users, which lets you access 20 active proposals, CRM integrations, and automatic reminders.
• Business: $129/month for up to 5 users, which lets youcess to 50+ active proposals, custom domains, permissions, and multiple signatures.

Pros and Cons

✅ Chat integration and automatic reminders.

✅ E-signature and good CRM integrations.

✅ Template library is based on industry, not modules.

⚠️ Auto-saving functionality does not allow to go back to old text when editing.

⚠️ The analytics are less sophisticated than other feature-heavy platforms like PandaDoc.

#10: PandaDoc

Best for: Getting in-depth document insights about customer engagement.

Similar to: DocSend.

PandaDoc is a document automation platform that helps your sales team create proposals, contracts, and quotes with advanced workflow automation.

Features

• Document generation software that lets you design and send out HIPAA, FERPA, and GDPR-compliant documents in minutes with customizable templates.
• Personalized deal rooms, where you can organize and share resources, collaborate with your leads and stakeholders, and negotiate deals.
• Document analytics with insights to access data into how your leads interact with your documents.

Standout Feature: Smart Content

PandaDoc offers a smart content feature that ensures the right information is always added to every document while minimizing your document’s mistakes.

Pricing

PandaDoc offers three paid plans:

• Starter Plan: $19/month/seat, which gives you access to unlimited document uploads, e-signatures, rich media drag-and-drop document editor, and real-time tracking.
• Business Plan: $49/month/seat, which adds custom quotes and sales agreements, CRM integrations, deal rooms, and approval workflows.
• Enterprise Plan: Custom pricing that adds advanced workflow automations, CPQ, smart content, and SSO.

Pros and Cons

✅ Document automation with good analytics.

✅ Large proposal library with easy-to-use templates.

✅ Personalized deal rooms.

⚠️ Templates are not as customizable as some users would want them to be.

⚠️ Integrations with CRM platforms are not deep enough when compared to other alternatives.

Next Steps For Sales Teams on HubSpot: Close More Deals & Streamline Your Onboarding Process

Arrows is the best sales proposal software as it offers separate tools for sales rooms, onboarding plans, and client portals.

Your sales team can manage the entire customer lifecycle out of one platform with tools for what they need at each stage of the sales funnel.

If you’re looking for a comprehensive sales proposal platform that offers:

• Purpose-built tools for sales and onboarding so you can manage the entire onboarding process from one place.
• Deep and powerful HubSpot integration that is available for all pricing tiers and lets you sync 50+ real-time data points.
• Customizable digital sales rooms that help your sales team close more deals and keep prospects engaged.
• Client portals that let you give your customers a clear path forward with a single portal for communication, resources, and updates.

Then you can start with Arrows for free.

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