- Proposal software side by side
- Ten proposal tools to try instead of Proposify
- What to look for in proposal software
- Questions to ask before you pick a proposal tool
- Which kind of proposal tool suits which business
- Moving your proposals to a new tool
- Proposal software mistakes worth avoiding
- Why a smaller proposal tool can be a smart pick
- Choosing your next proposal tool
- Frequently asked questions
The right proposal software depends on how often you send proposals and what happens after a client says yes. Look for reusable templates, open tracking, e-signatures, branding and links with your other tools. This page lists ten options in no particular order, then covers how to choose, what to ask and how to move over.
Proposify is well known for helping teams build, send and track business proposals. It suits a lot of sales teams. But you might want something lighter for a solo business, something that bundles contracts and invoices, or a tool that feels less like a sales department system. That's usually when people start looking around.
So here are ten Proposify alternatives in no particular order, sorted alphabetically. Some are small, focused tools and a couple are better-known names. I've taken every description from each tool's own website and directory listings rather than guesswork, so treat it as research, not a test of how each one behaves day to day. For a wider view of how AI fits into this job, my piece on using AI for client proposals is a useful companion.
Proposal software side by side
In the free plan column, Yes means the tool's own site shows a free plan. Trial only means you get a free trial but no ongoing free plan. Always check the current terms on each tool's own site, because these things change.
| Tool | Type | Good for | Free plan |
|---|---|---|---|
| Better Proposals | Proposal software | Template-based web proposals with tracking and e-signatures | Trial only |
| Bidsketch | Proposal software | Reusable proposal templates with client approval pages | Trial only |
| GetAccept | Digital sales room | Proposals, e-signatures and shared deal spaces | Trial only |
| HoneyBook | Client management | Proposals, contracts and invoices for client work | Trial only |
| Ignition | Proposals and billing | Proposals that turn into signed engagements and billing | Trial only |
| Nusii | Proposal software | Building proposals from reusable sections | Trial only |
| PandaDoc | Document and proposal software | Proposals, contracts and e-signatures at larger volume | Yes |
| Proposable | Sales proposals | Drag-and-drop proposals for sales teams | Trial only |
| Qwilr | Interactive proposals | Web-page style proposals with payments | Trial only |
| Storydoc | Interactive documents | Designed decks and proposals shared as links | Trial only |
Ten proposal tools to try instead of Proposify
Better Proposals
Best for: Freelancers and small firms who want ready-made proposal templates, open tracking, reminders and e-signatures in one easy tool.
Bidsketch
Best for: Consultants and sales people who send similar proposals again and again and want reusable templates and online approval.
GetAccept
Best for: Sales teams who want proposals, e-signatures and a shared online space for each deal, with tracking and CRM links.
HoneyBook
Best for: Solo owners and small service businesses who want proposals, contracts, invoices and client details managed together.
Ignition
Best for: Accountants, bookkeepers, agencies and consultants who want proposals, engagement letters and recurring billing handled together.
Nusii
Best for: Agencies and professional services firms who like assembling proposals from saved sections and tracking when clients open them.
PandaDoc
Best for: Teams who send many documents and want templates, e-signatures and workflows, with a free e-signature plan to start on.
Proposable
Best for: Sales teams who want a drag-and-drop builder, a shared content library, approvals and alerts when a proposal is opened.
Qwilr
Best for: Sales teams who want proposals that read like clean web pages, with buyer tracking, e-signatures and payment collection.
Storydoc
Best for: Founders, marketers and agencies who want eye-catching, interactive proposals and decks shared as trackable links.
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What to look for in proposal software
Proposal tools can look alike in a demo, so it helps to know which features make a real difference to winning work.
- Templates you can reuse. A good library means you're editing, not starting from a blank page every time.
- Open and read tracking. Knowing when a client opens a proposal, and which pages they read, tells you when to follow up.
- E-signatures. Check that clients can accept and sign on any device without creating an account.
- Options and totals. If you offer packages or add-ons, make sure clients can choose between them inside the proposal.
- Branding. Your proposal should look like your business, with your own logo, colours and wording.
- Connections. Check it works with the CRM, calendar or billing tool you already use, so details don't need retyping.
Questions to ask before you pick a proposal tool
- How many proposals do I send in a typical month, and will that change?
- Do I need contracts, invoices or payments as well, or just the proposal?
- Can a client accept and sign on a phone in a couple of taps?
- Can I export my templates and sent proposals if I leave?
- Is there a free plan or free trial, and what happens when it ends?
- Who else on my team will need access, and can I control what they see?
Which kind of proposal tool suits which business
- Solo freelancers and consultants often do best with a simple tool, or a client management suite that bundles proposals, contracts and invoices.
- Agencies and service firms usually value reusable sections and a quick path from signed proposal to billing.
- Sales teams tend to want tracking, approvals and links with their CRM.
- Accountants and advisers may prefer engagement letters and recurring billing built into the same tool.
- Design-led businesses might like interactive, web-style proposals that look polished from the first click.
Whatever you pick, the words matter more than the software. My thoughts on why AI-written proposals sound the same explain how to keep yours sounding like you.
Moving your proposals to a new tool
- Start by listing your three or four best-performing proposals, since they'll become your first templates.
- Export or copy any text you want to keep before you close an old account, and keep a copy of every signed proposal.
- Rebuild one template first and send it to a friendly client or colleague as a test.
- Check that your signature page, terms and contact details look right on a phone.
- Tell your team where the new templates live, so nobody keeps using old versions.
A signed proposal can form part of a contract, so if you're unsure about the wording of your terms, check with a solicitor. Nothing on this page is legal advice.
Proposal software mistakes worth avoiding
- Choosing a sales-team system when you're a one-person business who needs something simple.
- Making proposals too long. Clients read the summary and the options first.
- Hiding the next step. Say clearly how to accept and what happens afterwards.
- Forgetting to follow up when the tool shows a client has opened the proposal twice.
- Skipping the free plan or free trial and then finding the editor frustrating.
Why a smaller proposal tool can be a smart pick
Smaller proposal tools tend to focus on one group, such as agencies, consultants or accountants, so the templates and wording often fit your world. They can also be quicker to learn than a big sales platform.
Before you rely on one, check that it's still being updated, read its help pages, look at how it handles exports, and send a few test proposals to yourself. It's also worth checking how the company explains where your data is stored.
Do you make proposal, contract or e-signature software? Tool makers can ask to be considered for a featured place on this list.
Choosing your next proposal tool
Write down what a proposal needs to do for you, such as look polished, collect a signature or start billing. Shortlist two tools that match, build the same proposal in each, and send both to yourself. Pick the one that feels quickest to use, looks right on a phone and lets you take your work with you if you move on.
Frequently asked questions
What does proposal software do?
It helps you build, send and track business proposals, usually from templates. Many tools also add e-signatures, reminders, payments and links with your CRM, so a signed proposal can lead straight into the next step.
Is there free proposal software?
A few tools on this page show a free plan on their own sites, while most offer a free trial only. Free plans tend to have limits, so test one with a real proposal first.
Do I need proposal software or is a document enough?
A document works if you send a few proposals a year. Software helps when you send them often, want to know when a client opens one, or need quick e-signatures and reusable templates.
Are e-signatures on proposals valid?
The rules depend on your country and the type of document. Check the position for your situation with a solicitor or the official body, and read what each tool says about its signatures.
Can I take my templates with me if I switch?
Often you can copy or export text, but not always the layout. Check export options before you commit, and keep copies of your best proposals and every signed one.


