5 Best Proposal Softwares for Small Businesses

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When you’re a small business every customer counts. Every deal counts. For most customers, it’s difficult to tell the difference between products, especially when there are multiple options in the marketplace. To most small businesses and smaller companies, your proposal is the face of your company. Your proposal will be the only thing that a real decision maker may review.

Being able to create, share, and track proposals are critical when ensuring that your customers don’t get confused and choose your competitors. Nowadays, you would be foolish not to have a proposal software that gives you an advantage over your competitors.

If your business could use a boost in sales and wants to win more business, we advise taking a look at the list of the Top 5 Proposals for Small Businesses below.

  1. hubPitch

A modern version of the traditional proposal software. With hubPitch you bundle together traditional proposals, sales content, videos, etc. into a single proposal format that makes buying your products VERY easy.

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Unlike a traditional proposal software where you still have to hunt down important sales collateral (hyperlinks, attachments, YouTube, etc.) to understand how a product works, a hubPitch proposal includes everything in a single spot.

As for the cost, your team can purchase a monthly plan at just $20 / user or an annual plan that is discounted by 25% for each user. There is also a 14-day Free Trial option.

2. Prospero

A proposal software geared towards freelancers, but definitely useful for businesses of all sizes. You will be able to create impressive proposals quickly. Compared to other platforms, it’s 3x faster.

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This is especially important for freelancers who are neck-and-neck with other freelancers who are going after the same prospects. Your odds of winning a client increase when you have a tool that generates professional proposals in minutes.

Prospero offers plans  at $8/mo or $5/mo when paid annually.


3. Better Proposals

Great proposals don’t just happen – they’re by design. That’s what makes this tool impressive. It comes with over 60 templates you can use to create a professional-looking proposal.

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You’re able to import your logo and images and easily tweak the design to match your company’s colors. Then you can use the Preview-as-you-go to see how the client will see it. Some of the CRMs you can integrate with Better Proposals include HubSpot, Pipedrive, Salesfroce, Zoho, Highrise, Base, Nimble, and Capsule.

Besides making visually-appealing proposals, you can also use this tool to implement video into your proposals. You have the choice of using Wistia, Vimeo, or YouTube to embed your videos.

Of course, you can digitally sign documents online, as well as connect payment portals like PayPal, Stripe, and GoCardless for quick payment. Then if you prefer face-to-face interactions, you can use the live chat feature. There are also a number of other new features worthy of noting, including online brochures, client sign off sheets, and contract templates.

As for the cost, there are three plan options to choose from: $19/mo, $49/mo, and $99/mo.


4. PandaDoc

When you need to quickly write up and send a proposal, PandaDoc is the tool to use. It enables you to streamline the creation of your proposals and quotes so it’s in the hands of prospects within minutes.

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Create workspaces to stay on top of your teams, content, and access permissions.

There are two options available — business, which is $49/mo per user and enterprise, which requires you to contact them for a quote.


5. Propospify

Organization is key whether you have a sales department or a three-person team. With Propospify, you can revolutionize your sales process. You can quickly create proposals and get them in front of your clients in ample time.

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You’re able to design the proposals easily and quickly before deals go cold. You can also organize your teams to ensure careful collaboration. You can enable the individuals you want to have access to the proposal and manage their roles from your dashboard.

This way, you can control who can make edits or who is view-only. The platform tracks all changes, comments, and shares until the client signs the proposal – which they can do right within the software.

The pricing for this platform comes in both annual and monthly options. You can save 25% when you opt for annual. Otherwise, you’re paying either $25/mo, $75/mo, or $250/mo.