Top 5 proposal software platforms for enterprise sales in 2025

Enterprise sales is high-stakes, high-complexity, and deeply collaborative. 

The right proposal software can make the difference between a missed opportunity and a multi-million-dollar deal.

In this hands-on guide, we tested and compared the best proposal software for enterprise sales teams in 2025 - based on real platform usage, not just feature lists. 

Whether you're managing long sales cycles, managing cross-functional teams, or standardizing processes at scale, this review breaks down what each tool actually delivers.

We looked at how each solution supports:

• CRM integration with platforms like Salesforce and Dynamics
  
  
• Global content management and version control
  
  
• Visibility into buyer engagement across stakeholders
  
  
• Standardized templates and automated approvals
  
  
• Complex deal workflows, renewals, and compliance

From GetAccept and PandaDoc to DealHub, Conga, and more - this guide is built for B2B teams selling at scale. Let’s dive in.

Proposal software in context – why it matters for enterprise sales teams

Enterprise sales isn’t just about sending quotes  -  it’s about managing complex, multi-stakeholder deals across multiple business units, geographies, and product lines. 

But too often, proposal creation becomes the bottleneck. Content is hard to find. Messaging is inconsistent. Version control breaks down. And visibility into buyer engagement disappears the moment you hit “send.”

That’s why the best enterprise sales teams are investing in proposal software built for scale.

According to research:

• 79% of revenue leaders say increasing win rates is a top priority
  
  
• Enterprise teams using proposal software see up to 59% higher close rates
  
  
• Yet, 1 in 3 sales orgs still rely on manual processes for critical deal stages

Manual processes aren’t just inefficient - they’re risky. Delays, inconsistencies, and lack of buyer insight can stall deals before they ever reach the finish line. Proposal software changes that by turning content, collaboration, and compliance into a competitive advantage.

In the next section, we’ll show you how to evaluate the best proposal software for enterprise sales teams  -  based on actual usage, not just vendor claims.

How we evaluated enterprise proposal software

We focused on what matters most to enterprise sales orgs: scalability, governance, and integration.

Rather than just compare surface-level features, we tested each platform through the lens of real enterprise needs:

• Can it scale across regions and business units?
  
  
• Does it integrate seamlessly with CRMs like Salesforce and Dynamics?
  
  
• Is there version control, access management, and standardized templates?
  
  
• How much visibility does it offer into buyer engagement?
  
  
• Does it reduce friction across the entire Lead-to-Cash process?

We also looked at setup complexity, support responsiveness, and the flexibility to meet nuanced B2B workflows.

Bottom line: this isn’t a “best-for-everyone” list. It’s a deep dive into which proposal software is best equipped to meet enterprise-grade requirements  -  and why.

1. GetAccept: Best proposal software for enterprise sales teams

GetAccept is a Digital Sales Room platform purpose-built for enterprise sales organizations. From first interaction to final signature, it brings structure, visibility, and speed to even the most complex sales cycles.

Why enterprise teams choose GetAccept

Enterprise orgs face major challenges: fragmented processes, scattered content, low visibility after send-out, and painful handoffs across business units. GetAccept solves this by centralizing every interaction in a secure, trackable workspace  -  and syncing seamlessly with your CRM.

Enterprise-ready highlights:

• Native CRM integrations (Salesforce, Dynamics, HubSpot, Pipedrive):
  Auto-fill documents with CRM data, track engagement in real-time, and update deal stages automatically  -  all without leaving your CRM.
  
  
• Governance and standardization:
  Use pre-approved templates, mandatory fields, and approval workflows to ensure brand consistency, legal compliance, and faster onboarding for new reps.
  
  
• Content control & personalization:
  Centralize sales assets in one place, and empower reps to customize proposals with dynamic content blocks, embedded video, and smart variables  -  without version chaos.
  
  
• Buyer engagement & visibility:
  Know exactly who’s engaging with your proposal, when, and for how long. Live chat, notifications, and comment threads keep conversations moving forward.
  
  
• Global e-signatures & compliance:
  Close deals confidently with legally binding e-signatures that meet eIDAS, ESIGN, and UETA standards  -  all fully mobile-friendly and secure.

Need a qualified electronic signature solution? Choose GetAccept. 

Enterprise-specific benefits:

• Dramatically reduces proposal creation time (teams report up to 75% faster workflows)
  
  
• Improves deal velocity and win rates by eliminating friction throughout the sales process
  
  
• Makes hand-offs between presales, sales, and post-sales seamless and trackable
  
  
• Ensures alignment across distributed teams, geographies, and business units

Pricing: Professional plan starts at $49/month per user, with enterprise plans available.

2. PandaDoc: Best for enterprises needing document workflow automation

PandaDoc is a versatile document automation platform offering end-to-end workflows  -  from proposal creation to e-signature and contract management. 

For enterprises looking to digitize high volumes of document-based processes (beyond just proposals), PandaDoc offers scalability and strong functionality across departments.

Why enterprise teams consider PandaDoc:

PandaDoc supports enterprise organizations with large sales forces, legal teams, and cross-functional stakeholders who need centralized document workflows. It’s especially effective for teams focused on operational efficiency, automation, and template-driven processes at scale.

Enterprise-ready highlights:

• Customizable templates and content library:
  Create reusable templates and lock specific content blocks to standardize branding, legal language, and pricing across global teams.
  
  
• CPQ capabilities (Enterprise plan):
  Quote products from a catalog with configurable pricing and embedded logic. Ideal for companies needing tight control over pricing consistency.
  
  
• Robust eSignature functionality:
  Secure, legally binding signatures that meet ESIGN and UETA standards  -  with encryption, audit trails, and mobile-friendly delivery.
  
  
• Workflow automation:
  Trigger internal approval flows, auto-assign tasks, and sync documents with your CRM, HR, or finance tools via native integrations or API.
  
  
• Reporting and analytics:
  Get visibility into send, open, and view times  -  though more basic than platforms built specifically for sales collaboration.

Enterprise-specific benefits:

• Great for teams digitizing procurement, HR, legal, and sales docs under one platform
  
  
• Bulk document generation and scalable template systems for high-volume teams
  
  
• Easy adoption across business units thanks to user-friendly UI

Where it falls short for sales-led enterprise teams:

• Limited real-time engagement features (e.g. no live chat, in-document comments, or buyer-side collaboration tools)
  
  
• Analytics are not as granular or sales-specific as what’s found in Digital Sales Rooms
  
  
• Proposal creation UX is less personalized compared to platforms built for buyer-first experiences

Pricing: Business plans start at $49/month per user, with enterprise plans offering advanced features like CPQ and workflow automation.

3. DealHub: Best for enterprises prioritizing CPQ and revenue operations

DealHub is a revenue workflow platform built for large, fast-moving sales organizations with complex quoting, pricing, and approval processes.

Its strength lies in CPQ-first architecture, backed by robust contract management and strong CRM integrations  -  making it a strong fit for enterprises with large deal desks or RevOps teams.

Why enterprise teams consider DealHub:

DealHub helps enterprises centralize revenue workflows across quoting, proposals, contracts, and renewals. It’s especially powerful for companies managing complex pricing models, product configurations, or multi-tier approvals, and who want to streamline sales operations within their CRM.

Enterprise-ready highlights:

• Advanced CPQ functionality:
  DealHub’s native CPQ engine supports conditional logic, dynamic product bundles, discount approvals, and guided selling  -  crucial for enterprise sales teams handling technical or configurable products.
  
  
• Contract lifecycle management:
  Includes versioning, role-based access, negotiation tracking, and AI-powered tagging  -  supporting teams managing multiple stakeholders and long deal cycles.
  
  
• Embedded Digital Sales Room experience:
  While not a full DSR platform, DealHub provides a personalized buyer-facing workspace to share documents, pricing, and timelines  -  improving transparency and buyer collaboration.
  
  
• CRM-native workflows:
  Deep integrations with Salesforce, HubSpot, and Microsoft Dynamics allow reps to generate proposals and quotes directly inside their CRM, reducing tool-switching and admin time.
  
  
• Audit trails and compliance controls:
  Enterprise IT and procurement teams will appreciate DealHub’s governance features, including approval workflows, compliance documentation, and activity logs.

Enterprise-specific benefits:

• Handles multi-product, multi-region quoting scenarios with ease
  
  
• RevOps-friendly configuration tools to manage templates, logic, and approvals without IT
  
  
• Scalable across business units, with analytics to support forecasting and pipeline governance

Where it falls short for buyer engagement:

• The eSignature tool is functional but less advanced  -  some teams opt to integrate with DocuSign or Adobe Sign for enhanced flexibility
  
  
• Limited interactive or real-time collaboration tools for engaging buyers throughout the deal (vs. purpose-built DSRs like GetAccept)
  
  
• No native post-signature workflows for onboarding or renewals  -  requiring additional tools

Pricing: No pricing is available on their website.

4. Conga: Best for enterprises with complex sales workflows

Conga is a mature, enterprise-grade platform built to automate and optimize the full quote, contract, and revenue lifecycle. It’s best suited for large organizations with highly structured processes, complex compliance needs, and deep reliance on Salesforce.

Why enterprise teams choose Conga:

Conga is built for scale. Its modular platform supports everything from document generation to CPQ, contract lifecycle management (CLM), and revenue operations. For enterprises with large deal desks, legal teams, and finance integration needs, Conga is often a top contender.

Enterprise-ready highlights:

• Advanced CPQ capabilities:
  Conga handles advanced configuration rules, custom pricing models, approvals, and renewals. Ideal for companies managing bundled or usage-based pricing, with tight CRM syncing.
  
  
• End-to-end contract lifecycle management:
  Enterprises can create, track, negotiate, approve, and store contracts  -  all while maintaining audit trails, redlining history, and renewal alerts.
  
  
• Deep Salesforce integration:
  Conga’s solutions are native to Salesforce, enabling teams to generate quotes, send documents, and trigger contract workflows without leaving their CRM.
  
  
• Regulatory and compliance strength:
  With features like clause libraries, version control, and granular access permissions, Conga supports legal and procurement teams that require rigorous oversight and consistency.

Enterprise-specific benefits:

• Supports multi-department sales orchestration, including legal, finance, and procurement
  
  
• Helps unify CPQ + CLM under one roof, reducing tool fragmentation
  
  
• Trusted by regulated industries (e.g. pharma, finance, manufacturing) with strong audit and control features

Where it falls short for buyer experience:

• Limited buyer engagement tools  -  no native live chat, video, or deal room functionality
  
  
• Implementation and customization can be time- and resource-intensive
  
  
• Often requires dedicated admins or consultants to maintain over time

Pricing: Custom pricing, based on modules and company size.

5. Oneflow: Best for enterprises focused on end-to-end contract lifecycle management

Oneflow is a contract lifecycle management (CLM) platform built for sales, HR, and procurement teams. While it's used by smaller businesses, it also supports enterprise sales teams that need to manage high volumes of contracts across departments with clarity, control, and compliance.

Why enterprise teams consider Oneflow:

Enterprises looking to centralize contract creation, collaboration, signing, and archiving in one unified workspace often turn to Oneflow. Its HTML-based document format allows for real-time editing  -  even after sending  -  helping large teams maintain agility during negotiations.

Enterprise-ready highlights:

• HTML-based smart documents:
  Oneflow documents are fully editable after sending, eliminating back-and-forth emails when changes arise. This dynamic format is a huge plus in longer enterprise deal cycles where flexibility is critical.
  
  
• Signing roles and sequences:
  Set up multi-step workflows with distinct signer, viewer, and influencer roles  -  essential when navigating enterprise-level approval chains.
  
  
• Salesforce and Microsoft Dynamics integrations:
  Oneflow supports native integrations with leading CRMs, allowing sales reps to send, track, and archive contracts directly from their workflow.
  
  
• Contract visibility and organization:
  All documents are searchable and filterable, making it easier for large teams to locate contracts, monitor expiration dates, and manage renewals at scale.

Enterprise-specific benefits:

• Enables cross-functional collaboration between legal, sales, and procurement teams
  
  
• Designed for fast-growing or multinational organizations that require real-time editing and clear audit trails
  
  
• Reduces bottlenecks during redlining and negotiations with post-send editing

Where it falls short for sales engagement:

• Limited on interactive features like buyer chat, embedded video, or personalized walkthroughs
  
  
• Engagement tracking is basic  -  doesn’t provide deep insights into buyer behavior or intent
  
  
• More focused on contract execution than proposal creation or deal acceleration

Pricing: Business plans start from $45/ month per user, with enterprise plans available.

How to choose the best proposal software for enterprise sales teams

Choosing the right proposal software isn’t about ticking feature boxes  -  it’s about finding a platform that supports your entire sales operation at scale. For enterprise teams, the stakes are higher, processes are more complex, and consistency matters across every region, rep, and vertical.

Here’s what to prioritize:

1. Scalability across teams and territories

Enterprise sales often involves multiple business units, product lines, and geographies. Look for a platform that can support global rollouts, enforce standardized workflows, and handle complex account hierarchies  -  without slowing your teams down.

2. CRM integration that actually works

A surface-level integration isn’t enough. Your proposal software should deeply embed into your CRM  -  auto-filling data, tracking document interactions, triggering workflows, and syncing back updates in real time. Bonus points for supporting multi-CRM environments.

3. Security and compliance

Handling sensitive pricing, contract, and customer data comes with risk. Choose a provider that meets international standards like eIDAS, ESIGN, and SOC 2, and offers granular access control, audit trails, and enterprise-grade encryption.

4. Customization and control

Enterprise deals are rarely one-size-fits-all. Your proposal platform should allow flexible workflows  -  including role-based permissions, multi-stage approvals, and branded, modular templates  -  without requiring developer support for every tweak.

5. Sales engagement and buyer visibility

Modern B2B buyers expect more than a PDF. Look for platforms that offer interactive elements, embedded videos, live chat, and real-time analytics so your team can understand buyer behavior, react faster, and maintain momentum across long sales cycles.

If you’re short on time, here’s a side-by-side comparison of the five enterprise-grade platforms we reviewed. This quick overview highlights the features that matter most when managing complex sales cycles at scale  -  from CRM integration and CPQ to buyer engagement and contract workflows.

As you can see, while all five platforms offer core enterprise capabilities, they differ significantly in how they support CRM-native workflows, CPQ sophistication, and buyer engagement. Use this table to shortlist tools that match your enterprise team's top priorities  -  whether that’s speed, control, or collaboration.

Close complex deals with confidence

For enterprise sales teams, proposal software is essential infrastructure.

The right platform helps standardize global sales processes, reduce proposal errors, improve collaboration across business units, and give leadership full visibility into buyer engagement.

Each of the five platforms we reviewed has strengths, but if you’re looking for:

• Seamless CRM integration
  
  
• True buyer engagement throughout the sales cycle
  
  
• Centralized content and contract management
  
  
• Scalable workflows that reduce friction and admin

There’s only one winner: GetAccept.

GetAccept brings it all together. That’s why more enterprise sales teams are making the switch - to win faster, collaborate better, and close with confidence.