List of the Top 25 Free Proposal Management Software in 2025

AI Docs offers contract automation software designed for small to medium-sized enterprises, allowing them to efficiently create, sign, and oversee contracts and sales documents. By utilizing AI Docs, you can take charge of your contracts, resulting in reduced labor costs, enhanced quality, and increased revenue. The contract lifecycle management (CLM) software from AI Docs employs established rules and logic to assist users in the configuration and creation of contracts. It accurately captures all essential data and incorporates necessary clauses, ensuring that no mistakes are made and that irrelevant details are omitted. This innovative rule-based system enables employees and partners with limited contract knowledge to configure and generate contracts confidently, while also maintaining precision and removing potential delays in the process. Based in the Chicago area, AI Docs, Inc. is a proud veteran-owned business. Our product not only streamlines the generation of contracts but also includes sales documents such as proposals and return on investment (ROI) materials. We aim to be the most customer-friendly software company that our clients engage with, continuously working to meet their needs effectively.

PandaDoc is a versatile document management solution designed for the creation and oversight of various business documents. This software is not only robust and secure but also offers seamless integration with other tools. Users can swiftly create, monitor, and sign documents, making their workflow more efficient. With PandaDoc, organizations can effectively manage a wide range of documents, including proposals, quotes, contracts, and HR materials, ensuring that all necessary paperwork is handled with ease. Additionally, its user-friendly interface enhances the overall document management experience for businesses.

Qwilr empowers you to craft visually appealing sales and marketing materials that not only enhance efficiency but also increase productivity. Trusted by numerous businesses, it elevates communication efforts for progressive and creative teams. This interactive, mobile-optimized platform enables teams to transform traditional sales and marketing documents like proposals, pitches, and quotes into beautiful web pages. Additionally, Qwilr offers the capability to integrate videos, maps, surveys, spreadsheets, and various other data types into your documents, making them more engaging and informative. With its user-friendly interface, Qwilr inspires collaboration and innovation in the creation of essential business materials.

Responsive, previously known as RFPIO, stands at the forefront of strategic response management software, revolutionizing the manner in which organizations handle and disseminate vital information. Our cutting-edge platform, coupled with exceptional customer value initiatives, enables businesses to foster growth, reduce risks, and enhance overall employee satisfaction. By utilizing Responsive, frontline teams can provide outstanding responses, leveraging advanced technologies that enable swift, precise, and automated management of RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments, and other intricate information requests (RFXs). This transformation not only streamlines processes but also allows teams to focus on more strategic initiatives, ultimately leading to improved organizational efficiency.

Indy is a comprehensive management software designed for freelancers, enabling them to effortlessly manage everything from invoicing to project proposals. By simplifying time management and organizational tasks, Indy allows users to concentrate on their core work. The platform features an array of templates for contracts, proposals, and forms, which facilitate easier client acquisition. With its task tracking system, users can allocate tasks to designated projects or categories efficiently. The integrated time tracker helps users log and organize their time spent on various tasks, making it simpler to juggle multiple projects and generate invoices. When payment time arrives, Indy can create detailed invoices for clients, ensuring a smooth transaction process. Clients can feel secure knowing that Indy supports leading payment options like PayPal and Zelle. Additionally, Indy boasts versatility and can seamlessly integrate with other tools, including Profiles, Drive, and Client Contacts, enhancing its overall functionality for freelancers. This makes it an indispensable resource for managing a freelance business effectively.

Sign.Plus is an electronic signature solution that ensures legally binding agreements, streamlining workflows for both businesses of any size and individual users alike. Key Features of Sign.Plus: Easily fill out, sign, and send a variety of documents including PDFs, contracts, leases, NDAs, and various agreements. The eSignature process is user-friendly and accessible across multiple platforms, such as mobile devices, web browsers, and Google Workspace. Track the status of your signature requests in real-time for enhanced visibility. Utilize pre-made templates to efficiently send multiple documents to different recipients without hassle. Receive a certificate of completion alongside a secure audit report that details the signing process and the involved parties. Form a team with your employees to manage signatures collectively. Adheres to electronic signature laws like ESIGN and eIDAS, as well as ZertES and numerous other regulations. Complies with top-tier data protection standards globally, including ISO 27001 and SOC2 Type 2. Offers robust data encryption both during transit and while stored. Ensures that data residency protocols are met to satisfy all compliance standards. With these features, Sign.Plus not only simplifies the signing process but also guarantees the highest level of security and compliance for its users.

Zbizlink is a cloud-based solution for managing proposals that integrates six essential business applications into one platform. This tool goes beyond mere proposal management, as it is specifically crafted to streamline the process for both government and commercial proposals. Users can benefit from seamless integration with various third-party applications through a dynamic real-time dashboard. By utilizing Zbizlink, proposal teams can significantly expedite their proposal completion times. The platform is accessible on a variety of devices, including smartphones, tablets, and computers, ensuring flexibility for users. Furthermore, it offers intelligently straightforward responses to RFPs, making the entire process more efficient and user-friendly.

Streamline the management of all your projects in a centralized location. EMDESK serves as a versatile platform for project and financial management, bringing together the elements of planning, monitoring, execution, and collaboration under one roof. It facilitates teamwork among members and stakeholders, ensuring optimal control and transparency throughout the project lifecycle. Developed and hosted in Germany, EMDESK upholds the highest security standards to protect your data and maintain your trust. Additionally, it offers a user-friendly interface that makes navigating complex projects simpler for everyone involved.

To minimize mistakes while setting up intricate products, consider developing dynamic product bundles. For streamlining condition-based pricing, establish pricing rules alongside discount schedules. Additionally, you have the option to impose special terms for your customers and facilitate their approvals. Utilize customizable templates to generate PDF quotes efficiently. Finalize agreements, engage in negotiations, and automate the process of recurring quotes. Every pricing and configuration rule remains transparent, enabling you to understand precisely how prices are derived. You will also benefit from the automatic configuration of bundles and quotes. Furthermore, you can manage the conditional addition or removal of products at the quote level, extending this capability beyond just bundles for greater flexibility. This comprehensive approach not only enhances accuracy but also improves customer satisfaction.

CuViBox serves as a comprehensive database for managing CVs of both employees and applicants, streamlining the process of identifying suitable candidates for various proposals or projects while also producing necessary commercial documentation. Users, including employees and applicants, have the ability to upload their own CVs, which allows the commercial team to leverage sophisticated filters to quickly find and export relevant CVs to office applications with minimal effort. Additionally, users can create new templates directly in MS-Office, enhancing the platform's versatility. Other notable features encompass the inclusion of custom fields, the ability to track CV campaigns, statistical analyses on skills and experiences, a database for projects and clients, and compliance management with GDPR regulations, ensuring a well-rounded service for recruitment needs. This robust functionality makes CuViBox an invaluable tool for organizations aiming to optimize their hiring processes.

CRM Solutions Tailored for Small Enterprises. Comprehensive tools for managing customer relationships, support, and sales are essential. With your busy schedule, the last thing you need is another application to manage. SwiftCRM offers an innovative solution that surpasses conventional CRMs. It empowers you to automate tasks and communicate via emails, calls, and even postal mail all within the platform, eliminating the need for tedious copy-pasting. Additionally, SwiftCRM features the industry's most adaptable sales dashboard, ensuring that you and your team can work comfortably with customized language, statuses, labels, and deal flows that align seamlessly with your existing processes. In essence, software should cater to human needs, ensuring a smooth and efficient user experience. By choosing SwiftCRM, you'll minimize distractions and maximize productivity.

DocuCollab serves as a robust software solution that facilitates the management and control of contracts, proposals, quotes, and an array of official documents. This platform fosters real-time collaboration among team members, vendors, and clients, which in turn enhances productivity while minimizing administrative errors. With a strong emphasis on the careful handling of sensitive information, DocuCollab simplifies the protection of both official and personal data. The software allows for seamless integration with your CRM, ERP, and HRM systems to establish a highly efficient and cohesive platform. Furthermore, it streamlines analytics and reporting tasks, making it easier for users to derive insights. Its user-friendly interface promotes smoother negotiations of terms and conditions, enabling effortless tracking of revisions and feedback. Users have the capability to organize documents through folder creation and can implement varying security levels, ensuring that all files connected to a contract or proposal are systematically arranged. Tailored for businesses in diverse sectors, DocuCollab is an ideal choice for organizations of any scale. By opting for DocuCollab, you not only acquire a thorough tool for enhanced document management and collaboration but also ensure that your team operates with increased efficiency and precision. Ultimately, this software empowers businesses to optimize their document workflows and achieve greater operational success.

Revolutionize your workspace into an energetic center for orchestrating complex deals. Employ mutual action plans that enhance accountability among prospects, ensuring that no pivotal steps are missed. Gather all essential information in one place for effortless access, making certain that clients adhere to their obligations. Automated email reminders keep clients, stakeholders, and team members informed about their upcoming tasks, maintaining alignment among all parties. With everything organized in a single hub, you can say goodbye to the frustration of navigating through countless email chains and spreadsheets. This specialized environment caters to both you and your clients, allowing for precise predictions of deal results. You can track the progress of your transactions effortlessly without relying on convoluted reports, facilitating proactive involvement as needed. By leveraging repeatable playbooks, you can mirror the success of your highest-performing representatives, while reusable templates promote consistency and excellence across all deals. The system easily integrates with your existing workflow, as Recapped collaborates smoothly with platforms like Salesforce, Dropbox, Google Drive, and others, boosting your productivity without interrupting your usual processes. By simplifying these tasks, you empower your team to reach their objectives more efficiently than ever, ultimately driving better results for everyone involved. In this way, your workspace becomes not just a location for work, but a catalyst for success.

Manage the entire lifecycle of documents using infoRouter, a flexible electronic document management system (EDMS) designed specifically for small to medium-sized businesses. By providing users with crucial tools for capturing, organizing, searching, sharing, and storing important company documents and records, infoRouter significantly boosts efficiency and productivity. Furthermore, the system offers seamless integration with Microsoft Office applications, supports various languages, and features a web services API to ensure smooth functionality. This all-encompassing strategy allows organizations to handle their documentation processes with ease and effectiveness. Ultimately, infoRouter stands as a robust solution for businesses aiming to streamline their document management practices.

Leverage our versatile templates to create client quotes, sales proposals, product sheets, and folders, or simply upload your existing sales materials for a smooth integration. Setting up your business profile is quick and easy, ensuring your sales documents are perfectly aligned with your preferences. Bidrik functions as your all-in-one sales platform, enabling you to generate and store all client communications, which supports faster deal completions. You can send sales quotes and proposals directly to customers online while monitoring their viewing habits, including the amount of content consumed and the time spent engaging with it. Furthermore, you can establish automatic reminders to guarantee timely follow-ups. Acting as your virtual sales assistant, Bidrik efficiently handles customer orders, reducing the time and effort involved. With a user-friendly dashboard and live statistics, you can effortlessly track your sales performance. Stay engaged and proactive by receiving notifications when quotes and contracts are about to expire, ensuring you capitalize on every opportunity. This efficient sales management system allows you to concentrate on nurturing client relationships rather than getting bogged down with paperwork, ultimately enhancing your overall productivity and effectiveness in sales.

Rediscover the ease of document management with REQCHECKER™. This innovative tool is crafted to be unobtrusive, enabling you to preserve your current documents and workflows while enhancing the creation, oversight, and traceability of a variety of documents including specifications, bid proposals, software outlines, system requirements, and quality assurance procedures. By utilizing REQCHECKER™, you can enjoy the benefits of proficient requirements engineering for your initiatives without facing exorbitant expenses. Its automated controls improve both the consistency and clarity of your documentation, making it easily understandable. The features for requirement traceability encompass tracking statuses, quantifying partial coverage, measuring management efficiency, and analyzing overall coverage metrics. With just a simple update of your input documents, REQCHECKER™ identifies essential modifications throughout your paperwork. Moreover, the tool's built-in impact analysis proficiently assesses how any changes to requirements ripple through version management, keeping your project synchronized and current. This seamless integration and functionality render REQCHECKER™ a vital asset for any project team striving for maximum productivity and precision. By adopting REQCHECKER™, teams can ensure that their documentation processes are both streamlined and effective, paving the way for smoother project execution.

ProposalPad empowers you to seize new business opportunities more efficiently, boosting both the productivity and quality of your proposals and presentations. This cutting-edge online proposal tool is tailored specifically for small business owners, facilitating the easy development of high-quality project proposals. Why spend money on a proposal template when this PDF proposal service allows you to conveniently design your own customized proposals? By uploading your business information, including services and logo, just once, you can generate proposals that set you apart from the competition. The user-friendly dashboard offers valuable insights into your performance, tracking the number of testimonials and references you have gathered, along with the success rate of your proposals. Additionally, you can manage all your contacts from a single interface, and even transfer your contact list from various applications, which simplifies the entire process. With this all-encompassing system, not only is your proposal creation made more efficient, but your overall business management capabilities are also significantly enhanced. Moreover, the ease of use and flexibility offered by ProposalPad allows you to focus on what truly matters—growing your business.

A groundbreaking approach to creating business proposals enables you to stand out in a competitive market. Duuers proposal editor allows you to produce proposals much more rapidly than traditional methods—up to ten times faster. You can either choose from a selection of pre-designed templates or customize your own to meet specific needs. This versatility not only saves you valuable time but also reduces the workload, demonstrating to your clients that you respect their time from the outset. The carefully crafted quote templates improve the overall client experience, making it easy for them to understand and access the proposals. Clients can swiftly reach out for additional information or clarifications, which can lead to higher conversion rates. You'll receive alerts when clients view, comment on, or accept your proposal, keeping you updated throughout the negotiation. Additionally, the capability to make real-time edits to proposals without having to resubmit them boosts your chances for success. Regardless of your competition, your proposals will consistently look polished and professional, ensuring that your company's offerings and brand are represented cohesively. This efficient method of managing proposals ultimately not only helps you win more business but also strengthens the relationships you build with clients. With such an advanced tool at your disposal, you can focus more on strategy and less on administrative tasks.

Get acquainted with Nulius' editor effortlessly, paving the way for a seamless experience as you start to develop your proposals free from learning hurdles. Choose the ideal template and cover that suit your proposal's objectives, while incorporating pricing tables, your logo, or relevant images, and refining even the minutest elements. Every action related to your proposal is carefully logged, allowing you to keep track of your progress towards closing effectively. You'll also get email notifications for key milestones, along with real-time alerts when your prospect views, accepts, or declines your proposal, enabling you to react promptly and secure the deal. Streamline your workflow with customizable fields and utilize formulas for automatic calculations and updates, ensuring processes remain efficient. Take advantage of our Content Library to reuse materials whenever possible, which eliminates the need to recreate content unnecessarily. Additionally, you can gather valuable insights that improve client engagement, such as monitoring the duration your client spends reviewing each page and version of the proposal. Moreover, identify which of your colleagues performs the best and access detailed reports for any chosen timeframe, thereby nurturing a competitive and well-informed team atmosphere. This all-encompassing strategy not only simplifies your proposal process but also significantly boosts your overall productivity and success rate, making it easier to achieve your business goals. Ultimately, Nulius empowers you to focus on what truly matters—growing your business and enhancing client relationships.

Create polished and professional proposals for your freelance services effortlessly with Lancelot, allowing you to generate the perfect proposal in mere minutes rather than spending hours. Our goal is to simplify the proposal creation process, enabling you to craft visually appealing documents with ease. After finalizing your proposal, you can seamlessly send it through Lancelot and receive prompt notifications as soon as your client reviews it. This platform allows clients to directly sign and approve your proposals, removing the inconvenience of repeatedly exchanging documents. Not only does this save you precious time, but it also helps you avoid the frustration of manual formatting. With Lancelot, you can quickly produce a customized proposal tailored to your needs. Remember that making a strong first impression is vital, so impress your clients with an attractively designed proposal that features a high-quality cover image. Eliminate the cumbersome tasks of printing and scanning for signatures; your clients can easily sign your proposal online using an e-signature, facilitating a smooth and efficient workflow from beginning to end. This forward-thinking approach not only elevates your professionalism but also speeds up the decision-making process, allowing you to secure projects faster and build stronger client relationships.

Ascend provides crucial sales tools aimed at improving the effectiveness of your team. By ensuring that bids are submitted accurately, you can speed up the deal-closing process while enhancing the accuracy of your team's estimates. Leveraging intuitive software solutions, you will improve visibility, tap into historical data, and boost project profit margins. Furthermore, you can reduce the time it takes to generate quotes and improve the precision of your estimates. With the option to develop proposals using templates and specification documents, securing faster approvals becomes achievable. Additionally, you can gain valuable insights into your sales pipeline, which helps in identifying potential capacity issues early on. Connecting your systems allows for easy access to detailed customer information, enabling more informed decision-making, ultimately leading to greater overall sales efficiency. This holistic approach not only streamlines processes but also empowers your team to perform at its best.

Track the changes in your overall ratings by evaluating the feedback you collect. Our streamlined dashboard keeps you informed about incoming responses, while our detailed reports help you measure the quality of your services. You can obtain prompt feedback on the impacts of any modifications you implement in your customer service strategy. Recognize the reasons behind cancellations or product returns, and swiftly tackle any negative remarks, equipping yourself with insights into your strengths and areas needing enhancement. Callexa is an innovative platform that promotes a culture of feedback, and we encourage you to explore our offerings at no cost; feel free to contact us with any inquiries! By employing modern one-click surveys based on the Net Promoter® Score (NPS) framework, we assess how likely your customers are to recommend your brand. This approach holds customers accountable for their recommendations, leading to more accurate assessments than traditional anonymous feedback. NPS has been embraced by many respected companies and has continually shown a capacity for improved response rates. Furthermore, our platform is built to adapt and improve, integrating user feedback to maximize its overall effectiveness, ensuring that you always have the best tools at your disposal. With such robust features, your ability to enhance customer satisfaction will be greatly amplified.

Few situations can challenge a team as much as the urgency of preparing a response to an RFP under a tight deadline. The complexity inherent in AEC design and construction proposals necessitates a collaborative effort from numerous technical and marketing experts. A substantial amount of effort is devoted to drafting and perfecting these responses, while seeking out previously submitted materials can divert focus from the current proposal at hand. Ultimately, the path to being shortlisted frequently hinges on delivering tailored responses that align with the specific needs of a client’s project. Our proposal software kickstarts the process with smart content generation, facilitating the digital archiving of information that is not only easily accessible but also reusable, which speeds up the customization of your proposal responses. Imagine a solution that streamlines the proposal development process, allowing field staff, project managers, marketers, and executives to collaborate seamlessly to create an exceptional proposal that fulfills all expectations. By employing this cutting-edge approach, teams can significantly boost their efficiency and enhance the caliber of their submissions, which can lead to a transformative impact in competitive bidding scenarios. Moreover, the integration of technology in proposal development empowers teams to respond dynamically to changing client needs and project specifications.

Tango brings together all essential aspects of project management into a single, easily shareable URL that can be sent to clients. This comprehensive link includes the proposal, contract details, communication logs, and change request management, as well as invoicing and payment processing functionalities. By simplifying cumbersome account management tasks, Tango provides a time-saving benefit of an hour each day. You can also establish a goal for your AI-Form, which will generate relevant questions to gather important information, further clarifying project details. The customizable, ready-to-sign proposal allows you to outline the scope, terms, payment schedules, and contract specifics all in one convenient location. With payment terms that can be configured and enforced automatically, you’ll find it easier to collect payments, positively impacting your cash flow. Designed for seamless integration into the operations of creative freelancers and agencies of any size, Tango is embraced by a wide array of businesses, including those specializing in web design, branding, and digital marketing. Its adaptability and efficiency make it a critical asset for users aiming to enhance their project management processes, ensuring they stay competitive in today’s rapidly changing market. Furthermore, with its user-friendly interface, even those with minimal technical expertise can navigate and utilize its features effectively.

Revolutionize your sales engagements by creating a unified, customized, and easily trackable sales ecosystem. Minimize the chaos of overflowing inboxes by implementing an interactive platform where all your sales and customer success tools are readily accessible with a single click. This allows you to seamlessly distribute demo videos, collaborative plans, important documents, and educational resources, among other essential items. Stand out from the competition by merging the entire sales process into one efficient, flexible, and measurable workspace. Our commitment to you spans every phase, from the initial outreach and follow-up after demonstrations to closing deals and transitioning into onboarding and account management. With our assistance, you can provide a consistent and enjoyable experience for your clients throughout every step of the sales journey, ensuring their satisfaction and loyalty.