8 best proposal software for sales in 2026 (100% tested)

In this hands-on review, we tested and compared the top 11 tools for 2026 – including GetAccept, PandaDoc, and Proposify – to help you find the best platform for creating and managing proposals. Whether you're a startup, a scaling sales team, or an enterprise org, this guide breaks down the features, pricing, and pros and cons of each tool so that you can make an informed decision.

We've personally reviewed the best proposal software based on features, benefits, and price. We'll break down the platforms, key functionality, product highlights, what we like about them, and where they can improve. Keep reading to get our user-tested, in-depth reviews of Proposify, GetAccept, PandaDoc, Qwilr, Better Proposals, Oneflow, DealHub.io, Conga, Proposally, Proposable, and Prospero.

What is proposal software?

Proposal software helps sales teams create, send, track, and manage business proposals. It is a specialized tool that improves the proposal-creation process with features not found in generic document editors. These features improve efficiency, ensure brand consistency, and increase win rates.

Unlike standard document tools, proposal software is built for sales workflows.

• It saves time: Reps can create professional proposals in minutes using templates and a content library.

• It provides insights: Real-time analytics show how buyers engage with the content.

• It closes deals faster: Built-in e-signatures and interactive pricing make it easy for buyers to say yes.

Why sales teams use proposal software

According to our Digital Sales Report, 79% of revenue leaders want to increase win rates, yet our research found that 33% of sales teams still don't use proposal software. The data is clear: sales reps using these dedicated platforms see higher win rates and save up to 70% of the time spent on creating proposals. Here’s why top-performing teams rely on them:

• Faster proposal creation: Go from hours to minutes. Templates and a central content library enable reps to quickly assemble professional, on-brand proposals.

   

• Higher win rates: Create a modern, interactive buying experience with embedded videos and personalized content that stands out from static PDFs.

   

• Complete visibility: Stop guessing and start knowing. Real-time tracking shows you exactly who opened your proposal and which sections they focused on.

   

• Consistent branding: A centralized content library ensures that every proposal sent out is accurate, approved, and perfectly reflects your brand.

Key features of proposal software

Before you dive into the tools, it’s important to understand the core features that define this software category. Here are the must-have capabilities to look for:

• Content library & templates: A central repository to store, manage, and reuse approved content like case studies and team bios.

   

• CRM integration: Native, bi-directional integration with your CRM to auto-populate proposals and sync document status back to the deal record.

   

• Electronic signatures: Legally binding e-signatures built directly into the platform to make it easy for clients to sign from any device.

   

• Real-time tracking & analytics: Insights into how your prospect interacts with the proposal, which pages they view, for how long, and who they forward it to.

   

• CPQ (Configure-Price-Quote): Tools to create complex, interactive pricing tables with optional items and automatic calculations.

How we picked and tested the platforms

Buyers have different expectations of what proposal software can do. Some platforms focus on UX, while others, like GetAccept, are designed for teams that require quality integrations.

Rather than choosing the list of proposal software solutions ourselves, our UK sales team spoke to first-time buyers and asked who they were considering, along with GetAccept. And here are the contenders.

11 best proposal software platforms for 2026

1. GetAccept

Yes, we really did test our own platform!

GetAccept is a Digital Sales Room (DSR) platform that helps sales teams eliminate bottlenecks and streamline sales processes.

Our proposal software solution provides a user-friendly interface for creating, sharing, and tracking sales documents. With a focus on improving communication and efficiency, our DSR enables real-time collaboration, enhancing team productivity.

A customer favorite is our e-signature functionality, which facilitates seamless document signing and expedites the closing of their deals.

As for tracking capabilities, GetAccept provides insights into recipient engagement, allowing sales teams to make informed decisions based on real-time buyer engagement data.

Best of all, GetAccept seamlessly integrates with most CRM platforms, including Salesforce, Microsoft Dynamics, HubSpot, and Pipedrive.

Product highlights

• CRM integration: GetAccept integrates with the most widely used CRM systems. Our integrations are native and intuitive, so you don't have to navigate away from your CRM when using our solution. The integration goes both ways, so it can push information back into the CRM based on interactions with the document in GetAccept (e.g., a signed document can push the deal to be signed in your CRM).

• Content editor: With GetAccept, you can upload your own PDFs if you're not ready to leave them behind just yet. But the real magic lies in our content editor, which lets you create high-quality, dynamic proposals. You can add videos, links, images to your document, making it much more engaging for your customers.

• Live chat: Great for negotiating or answering prospects in real time. If a customer is reading the proposal and has a question, they can initiate a conversation with your sales team directly within the proposal. You can answer quickly, providing the information they need to sign off. And all of your communications stay in one, contained space.

Key features and functionality: 

• Collaborative document creation

• Content library

• CPQ

• Live chat functionality

• Electronic signature

• Contract management

• Analytics and reporting

• CRM integration

Pricing: From $49 per month

Free trial? Yes. (Try it here!)

What we like about GetAccept

We're proud to integrate with most CRM platforms, such as Salesforce and Microsoft Dynamics, and to have invested significant effort and resources to make the integrations seamless. We're also happy with how our features work together to create the most value for GetAccept customers.

How GetAccept can improve

We've added a lot of new functionality recently. And while adding a lot of new functionality and features is great for users, it also means that other development gets pushed back or delayed. What GetAccept can improve on is focusing more on complex use cases and making the experience even better for our customers.

What do GetAccept customers say?

GetAccept has more than 1000 verified reviews on G2, with more than 800 5-star reviews. All of this works together to give us a score of 4.7 out of 5 and has us listed as a Leader in the winter 2026 cohort.

Here’s one of our 5-star customer reviews.

2. Proposify

Proposify makes creating and managing proposals easier for sales teams. It's a popular tool among sales reps for proposal creation, offering easy-to-use templates and a central place to store content, helping ensure all proposals are consistent and error-free.

Proposify integrates with popular CRMs like Salesforce and HubSpot, streamlining the sales process to help reps close deals more effectively.

Proposify helps growing teams eliminate sales process bottlenecks and focus on closing deals.

Product highlights

• Content library: Proposify offers a rich library of templates you can choose from. It's easy to get started, too. It also has a drag-and-drop feature, which creates a pleasant experience when building a template or proposal.

• Customized proposals: One of the best things about Proposify is that, in preview mode, you can choose the recipient's language, and it updates the buttons' language. So, if you want to customize the proposal to be in another language, it's easy to do in the send-out view.

• We like Proposify's CPQ functionality, which lets you add an Excel-like square that auto-calculates whatever you enter. You can also add more columns and rows and choose what you want included.

• Commenting: Proposify offers a commenting feature when you open a document, allowing you to add and respond to comments during the most important part of the sales process. It's not quite a live chat feature, but it's pretty close.

Key features and functionality:

• Content library

• CPQ

• Electronic signature

• CRM integrations

Pricing: From $45 per month

Free trial? Yes (14 days).

What we like about Proposify

We like the fact that Proposify puts a lot of focus on its customer success team to help new customers get started. A good onboarding experience can make all the difference when you're integrating a new sales tool into your tech stack.

How Proposify can improve

Proposify caters to small companies, so it lacks many core functionalities, such as order signing, roles, and contract management, that larger sales organizations consider business-critical.

What do Proposify customers say?

Proposify has nearly 1,000 verified reviews on G2 and scores 4.6 out of 5, making it one of the highest-rated proposal software platforms on G2. Proposify customers love their user-friendly interface, content editor, and templates.

Here’s one of their customer reviews:

3. PandaDoc

PandaDoc is a document workflow platform designed to improve, streamline, and simplify the creation and approval of documents for sales teams.

At its core, PandaDoc is focused on making proposal management more efficient, providing a range of tools that support easy document collaboration and electronic signatures to ease the approval process.

PandaDoc positions itself as a complete solution designed to enhance workflow efficiency and overall productivity, meeting the evolving needs of businesses looking for proposal software.

PandaDoc is built for organizations that want to enhance their document workflows, improve teamwork and collaboration, and streamline the journey from proposal creation to approval.

Product highlights

• Content library: PandaDoc offers a robust library of templates you can customize with your own information. This means you can make it look professional without putting in too much effort.

• eSignature: The eSignature feature from PandaDoc is legally-binding, ESIGN, and UETA-compliant. For additional security, PDFs include a specific private encryption key that verifies they were eSigned with PandaDoc.

• CPQ (Enterprise plan only): PandaDoc's CPQ is great and easy to use, thanks to its drag-and-drop feature. Another nice touch is that you can choose products from a catalog. The UX is good too. 

Key features and functionality:

• Collaborative document creation

• Drag-and-drop editor

• Electronic signatures

• Analytics and reporting

• Custom-branded proposals

• Live chat functionality

• API integrations 

Pricing: From $35 per month

Free trial? Yes (14 days).

What we like about PandaDoc

PandaDoc has been a market leader for a long time, and that confidence shines throughout their website and the product. They have clear communication around what their product does best and have all the core functionality you would expect – and more.

How PandaDoc can improve

Unlike other solutions, you can't record a video directly in the send-out flow with PandaDoc, so you need to insert a link from your desktop or a video hosting platform.

Another thing: PandaDoc doesn't have emojis in their chat feature. Emojis play a big role in how we communicate these days, and the idea of chatting with someone live without the option to insert a smiley face is a little... sad. 🥲

What do PandaDoc customers say?

PandaDoc has more than 3,000 verified reviews on G2, by far the most of any proposal software solution on this list. More than 86% of those reviews are 5-star reviews, too.

4. Qwilr

Qwilr is an easy-to-use proposal software tool designed specifically for sales experts. It seamlessly integrates with the most popular CRMs, making proposal creation more efficient.

Qwilr stands out for its engaging, customizable content that enhances client interactions and accelerates deal closing, complemented by ready-to-use eSignature features.

Designed with smaller teams in mind, Qwilr provides sales teams with the tools to handle sales documents efficiently and captivate clients with engaging, personalized content, making their sales workflows more streamlined and impactful.

Product highlights

• Content creation: Qwilr's content creation view is visually pleasing. You can add moving elements to your doc (like a front page) to make it feel like a living document. It's easy to add new elements like video, quote, and text. You can also add content from your library.

• Content library: When you create a "page" (template) from scratch, you can add pre-existing blocks, which make the document look more professional. The benefit is that, instead of having to choose a template for an entire document and then delete half the pages, you can add specific blocks. This is an intuitive time saver.

• CPQ: Qwilr's CPQ functionality delivers great value. It pulls in product SKUs from your CRM, so you can individually add line items for each product and what it includes. This lets sales reps simply pull together quotes for prospects.

Key features and functionality:

• Content library

• CPQ

• Analytics and reporting

• Electronic signature

• Contract management

• CRM integrations

Pricing: From $35 per month

Free trial? Yes (14 days).

What we like about Qwilr

Qwilr feels like it's designed for the modern-day sales rep. Plus, their AI document generation is a great way to get sales reps engaged early on.

How Qwilr can improve

Qwilr has pre-set tracking and analytics, allowing you to see who is viewing your proposal and what they're interacting with. Using their Engagement Algorithm, you can establish custom parameters to define what you consider to be an engaged prospect.

What do Qwilr customers say?

Qwilr has more than 800 verified reviews on G2 and scores 4.6 out of 5, with 77% of those reviews rated 5 stars. Qwilr has been highlighted for the user-friendliness of their platform.

Here’s one of their customer reviews:

5. Better Proposals

Better Proposals is an all-in-one proposal tool designed for sales teams, streamlining proposal creation and addressing the common hurdles of proposal drafting.

The platform integrates seamlessly with live chat, enabling real-time conversations with potential clients for more effective, timely interactions. It also offers instant alerts about important updates, helping you respond swiftly and streamline your sales process.

With Better Proposals, you can easily reuse content, ensuring that key information is consistently featured in all your proposals. This feature, combined with the software's ability to maintain a consistent and branded appearance across proposals, significantly enhances the customer experience.

This leads to higher conversion rates as clients receive professional, cohesive, and compelling proposals that reflect the sales team's attention to detail and commitment to quality.

Product highlights

• HubSpot integration: Better Proposals lets you automatically sync deal stages in HubSpot. It also automatically updates company properties and merges tags. Also, when you search for contacts in Better Proposals, it pulls data directly from the CRM and auto-fills the document with the right information.

• Content creation: Great layout and design, with a nice side menu in the document, making it easy to navigate. You can also add a video via a video link or choose one from the content library.

• Content library: They have a nice content library where you can add "covers" and templates from PDFs or their Marketplace. You can also save "content library blocks," making it easy to add them to any proposal you create in the future.

Key features and functionality:

• Content library

• CPQ

• Electronic signature

• Live chat functionality

• Contract management

• Analytics and reporting

• CRM integrations

Pricing: From $19 per month

Free trial? Yes (14 days).

What we like about Better Proposals

When you first log in to Better Proposals, it's easy to get started. You're guided through the whole send-out process: first, select a template, then add your design elements to make your document look and feel like your brand. Another nice addition is that it's easy to attach video links from different platforms to your document.

How Better Proposals can improve

Two areas where Better Proposals can improve are their attachment experience and the speed of their software.

1. Terms and conditions: Proposal terms and conditions are not attached as a document, so you have to scroll past them to find the signature box. It makes it difficult to know where to sign, which isn't ideal.

2. Speed: When it comes to proposal software, we want a smooth, fast document-creation experience, but during testing, the Better Proposals platform was slow. Enough to make us feel frustrated with the experience.

What do Better Proposals customers say?

Better Proposals has 50 reviews on G2 and scores 4.3 out of 5.

Here’s one customer review:

6. Oneflow

Oneflow is a contract lifecycle management (CLM) tool for HR, procurement, and sales teams. By combining the possibility to create, collaborate, sign, and archive your contracts all in one place, this reduces the need for separate tools.

This unified approach reduces the clutter of unnecessary documents and long email chains, which often slow down the process.

By streamlining the contract lifecycle and making it more straightforward, Oneflow improves operational efficiency and reduces the hassle of contract management.

Oneflow helps sales teams spend more time on sales-driven tasks and less on paperwork.

Product highlights

• Microsoft Dynamics integration: Using the Oneflow integration, you can send, track, and store signed contracts directly in your CRM. Standard data can also be merged from the CRM into your contracts.

• Content creation: With Oneflow's HTML-based documents, you can create your library from scratch and modify your templates so they work on any device. It also allows you to edit your document after it's been sent to your recipient.

• Signing order and roles: There are 3 roles: signer, viewer, and influencer. You can add a signing order and roles to a template. Another benefit is that, in their document view, you can filter by "My turn to sign". This works well when, for example, your CEO has many items to approve and wants them consolidated in a single view.

Key features and functionality:

• Drag-and-drop editor

• Contract library

• Electronic signature

• Live chat functionality

• Analytics and reporting

• CRM integrations

Pricing: Free, forever (limited feature set).

Free trial? Yes (14 days).

What we like about Oneflow

One thing that stood out during the free trial was their design. We like the look and feel of Oneflow as a brand and their website, so we understand why so many small businesses choose them.

Oneflow feels modern and fresh, and you get the sense that they understand the pain points of a modern-day contract process. Their editor is nice to use, easy to understand, and logical in its setup.

How Oneflow can improve

Oneflow's tracking and analytics are basic, and instead of showing engagement (i.e., how long someone has been reading the proposal), it only shows whether a document has been viewed or signed. Being able to see which pages a buyer has spent more time on, or whether they've only read two-thirds of a proposal, gives the sales team insight into how to follow up or what to discuss in their next sales meeting.

What do Oneflow customers say?

Oneflow has more than 300 verified reviews on G2 and scores 4.4 out of 5. It also scores high for ease of setup and time to implementation, making it ideal for small businesses.

Here’s one of their reviews:

7. DealHub

DealHub's platform is designed to give you everything you need to manage quotes, contracts, and approvals - without jumping between tools.

Whether you're a sales ops manager or part of a larger team, DealHub focuses on making your workflow smoother and more efficient, with a special emphasis on CPQ and contract management.

Product highlights

• CPQ: Unlike some platforms that rely on external CPQ tools, DealHub has its own native system. It's built to handle complex quoting needs, with features like conditional logic and dynamic templates that practically build the quotes for you. If CPQ is your priority, DealHub is definitely worth a look.

• Contracts: Contract management is another area where DealHub really shines. It includes AI-powered tools to help you search, tag, and even summarize documents, which is a huge help if you're juggling multiple deals at once.

• CRM integrations: If you're already using Salesforce, HubSpot, or Microsoft Dynamics, DealHub's CRM integrations let you handle everything, from proposal creation to deal tracking, directly in your CRM - without the awkward workarounds or clunky setups.

Key features and functionality

• Dynamic templates

• Document creation

• Advanced CPQ

• Approval workflows

• Contract management

• eSignature

• Tracking

Pricing: Not listed on the website (although, considering its enterprise-grade features, you can expect it to cater to larger teams with tailored plans).

Free trial: No, but you can request a demo.

What we like about DealHub

The CPQ functionality is one of DealHub's standout features, especially if you're looking for a platform that goes beyond basic quoting. The dynamic templates save time by automatically adjusting to your input, and their AI-powered contract tools are equally impressive. It's all about reducing manual work so you can focus on closing deals.

Another highlight is their CRM integration. DealHub wants you to stay in your CRM, and it shows - they've built smooth, native integrations that let you track, update, and collaborate without leaving the system you already use. This kind of seamlessness can make a huge difference.

How DealHub can improve

The e-signature tool is fine, but it's not as robust as what you'd get from an all-in-one platform. If your team needs more advanced options, you'll have to integrate with DocuSign.

And while DocuSign is great, it's also an extra expense and another tool to learn, which feels a little unnecessary.

Another thing: editing quotes after they're sent is a bit of a hassle. If you need to make changes, you'll have to resend the entire quote as a new version. No fun!

What do DealHub customers say?

DealHub has more than 750 verified reviews in G2 and scores 4.7 out of 5. DealHub's customers praise the platform's flexibility, strong customer support, and customization.

Here’s what Siobhan had to say about her experience with DealHub:

8. Conga

Conga is a complete platform designed for enterprises that need robust tools for managing documents, quotes, and contracts. Known for its extensive CPQ capabilities and advanced CRM integrations, Conga empowers teams to automate complex workflows and manage data seamlessly.

Product highlights

• CPQ: Conga's CPQ features are among the best in the industry. With advanced pricing configurations, product bundling, and automated quote generation, it's ideal for large organizations with complex sales processes. If your business requires in-depth configuration capabilities, Conga delivers.

• Contract management: Conga's contract management tools are highly refined, offering tagging, compliance tracking, and renewal management. These features cater to enterprises that need precise control over contract lifecycles, ensuring no detail is overlooked.

• CRM integration: Conga integrates natively with Salesforce and Microsoft Dynamics, providing two-way syncing and dynamic data automation. These integrations allow sales teams to operate directly within their CRM, streamlining workflows and minimizing data silos.

Key features and functionality

• CRM integrations with Salesforce and Microsoft Dynamics

• Advanced CPQ capabilities

• Dynamic templates

• Content library

• Signing order workflows

• Post-send editing

• Tracking and analytics

• eSignature functionality

• Contract lifecycle management

Pricing: Not listed on the website (Conga operates on a custom pricing model).

Free trial: No, but you can book a demo.

What we like about Conga

Conga offers extensive customization and flexibility in managing sales workflows. Its CPQ features are a highlight, making it a great choice for businesses with complex pricing structures. The platform's CRM integrations are seamless, enabling teams to work within familiar environments and reducing the need for additional tools.

Another strength is its contract management capabilities. With tools such as compliance tracking and tagging, Conga enables businesses to maintain control over contracts at every stage of the lifecycle.

How Conga can improve

Given the platform's complexity, Conga's extensive features require significant onboarding and training, which can be off-putting for smaller teams or those without technical expertise.

Another thing: while Conga Sign is reliable, it lacks the flexibility of dedicated e-signature platforms. Integrating with tools like DocuSign adds costs and complexity, detracting from an otherwise all-in-one experience.

What do Conga customers say?

Conga has more than 900 verified reviews in G2 and scores 4.4 out of 5. Customers love Conga for its scalability and powerful features, with many users praising its ability to handle complex workflows.

Here’s what Harrison has to say about Conga’s integration with Salesforce.

How to choose the right proposal software for your team

Choosing the right software depends on your specific needs. Use this checklist to evaluate your options and find the best fit for your sales process.

Conclusion

Try GetAccept as your proposal software provider

If you want to try GetAccept’s proposal software, sign up for a free trial.

With GetAccept, you get access to:

• A content library full of proposal templates for any business

• A proposal editor that lets you record personalized videos to go along with your proposal

• Insights to see who’s received the proposal and, more importantly, who’s read it

• 500+ integrations, allowing you to send proposals directly from your CRM

• And much more…

Try GetAccept and start sending high-quality, personalized proposals at scale while ensuring a seamless experience that helps you turn more prospects into customers.

Why trust us?

GetAccept was founded in 2015, and prior to building a global tech company, we were sales leaders ourselves. We know firsthand what sales teams need to increase win rates.

We’ve designed, developed, removed, and tweaked hundreds of sales features, workflows, and processes during this time, giving us a deeper level of understanding of how we can support sales teams in hitting their goals

From day one, we wanted to build a digital sales room platform that meets the needs of modern-day sales reps to elevate the buyer experience, streamline the sales process, and close more deals.