Best Proposal Software in 2026

Why proposal software is worth choosing carefully

A proposal is often the last thing a buyer reads before saying yes. If it arrives as a PDF that nobody can sign, with a price the buyer cannot adjust and a payment link that lives in a separate email, you add days to the deal. Proposal software fixes that by putting the pitch, the price, the signature and sometimes the payment in one document that you can track.

The tools in this guide do that job in different ways. PandaDoc builds documents of every kind, including contracts. Proposify focuses on control and analytics for sales teams. Qwilr turns proposals into interactive web pages. Better Proposals keeps the same core features at a lower price. Bonsai bundles proposals into a wider freelancer and agency workspace with contracts, invoices and projects.

We also looked at Loopio, which is often listed with proposal tools. Loopio is RFP response software: it helps teams answer long requests for proposals and security questionnaires from an approved answer library. It does not list pricing tables, e-signature or payments. We kept it in this guide as the pick for teams that answer formal RFPs, and we explain below why most sales teams, agencies and freelancers should choose one of the other five.

Everything below comes from each vendor's own pricing page and product pages as of October 2026. Prices are in US dollars. Where a vendor does not publish a price or a plan detail, we say so rather than guess.

What to look for in proposal software

1. Templates and a content library. Most of the time saved comes from not starting from scratch. Look at how many templates each plan allows (PandaDoc's Free and Starter plans cap you at 5) and whether you can store reusable sections such as case studies, team bios and terms in a content library.

2. Interactive pricing tables. A good pricing table lets the buyer tick optional add-ons or change quantities, and the total updates. Proposify calls this interactive quoting, Qwilr uses quote blocks, and Better Proposals includes interactive pricing tables on every plan. On PandaDoc, pricing tables start on the Business plan.

3. E-signature. All five sales proposal tools include legally binding e-signatures. The differences are in extras such as signing order, identity verification and in-person signing, which usually sit on higher plans.

4. Payments. Getting paid at the moment of acceptance shortens your cash cycle. PandaDoc (Business), Qwilr (QwilrPay through Stripe), Better Proposals (Stripe, GoCardless and PayPal), Bonsai (Essentials) and Proposify (Stripe) can collect money from the document or workflow. Check processing fees: Qwilr adds a 0.09% fee on Starter on top of Stripe's fees, and Bonsai says its fees vary by payment method.

5. CRM integrations. If your reps live in HubSpot, Salesforce or Pipedrive, they should be able to create a proposal from a deal with the fields filled in. Watch for paywalls: PandaDoc charges extra for Salesforce, Proposify includes Salesforce only on Scale (or as a $9/user/month add-on), Qwilr includes it only on Scale, and Better Proposals puts its Salesforce Advanced integration on Enterprise.

6. Analytics. Knowing when a buyer opened the proposal, who they forwarded it to and which section they read longest tells a rep when to follow up. Most tools here offer open notifications; Proposify and Qwilr go deeper with section-level and identity analytics.

7. Approvals and control. Larger teams need a manager to approve discounts before a proposal goes out, and locked content so reps cannot edit legal terms. This is where per-user prices jump: approvals need PandaDoc Business, Proposify Grow, or Better Proposals Enterprise.

8. Per-user price and minimums. Read the seat rules. Qwilr Growth needs 5 users and Scale needs 10. Proposify Grow is a flat price for 5 seats. Better Proposals Starter allows only one seat. Bonsai Elite needs 3 users.

PandaDoc: full review

What it is. PandaDoc is a document platform for proposals, quotes, contracts and forms. You build documents in a drag-and-drop editor, send them for e-signature, and track what happens next. It is the broadest tool in this list: the same account that sends a sales proposal can store the signed contract in a repository and alert you before it expires.

Key features for proposals.

• Editor and templates. Rich media, embedded video and themes in a drag-and-drop editor. Templates are capped at 5 on Free and Starter and unlimited on Business and Enterprise.
• Pricing tables, product catalog and payments. These three are listed only on Business and Enterprise in PandaDoc's plan comparison. This is the most important detail on the page: Starter is a document and signature plan, not a full proposal plan.
• Approvals and control. Business adds approval workflows, suggested edits and up to 3 deal rooms; content locking is optional on Business and included on Enterprise.
• Analytics. Real-time notifications and an audit trail are on every plan. Recipient analytics, auto reminders and automated reports start on Business.
• CRM. CRM integrations start on Business. The Salesforce integration is a paid add-on.
• Contracts too. Starter and up include a contract repository and AI search; Business adds AI data extraction and auto expirations.

Pricing.

• Free: $0, 5 documents per month (shared limit), up to 5 templates.
• Starter: $19 per seat per month billed annually, $35 billed monthly. Unlimited documents and e-signatures, up to 5 templates.
• Business: $49 per seat per month billed annually, $65 billed monthly. Unlimited templates, pricing tables, payments, product catalog, CRM integrations, branding, content library, approval workflows.
• Enterprise: custom, priced per seat or per document. Adds smart content and custom roles, and includes SSO and team workspaces (both optional on Business); CPQ is optional.

Documents created through the API, Zapier and other integrations, web forms or bulk send use usage credits, which you buy in packs after trial credits run out. Prices exclude taxes. The free trial lasts 14 days with no credit card.

Pros. One tool for proposals, quotes and contracts. A real free plan. Business covers nearly everything a sales team needs. Annual billing saves $16 per seat per month on Business.

Cons. Starter lacks pricing tables and payments, so most proposal users need Business. Salesforce costs extra. Automated document creation uses credits.

Who it is for. Sales and customer success teams that want proposals, quotes and contracts in one place, with CRM data flowing into documents.

Who should skip it. Solo freelancers who only need a nice-looking proposal and a signature. Better Proposals or Bonsai cost less for that.

Proposify: full review

What it is. Proposify is a proposal tool built for sales teams that want consistency and visibility. Its plans focus on what managers need: approval rules, roles, account-wide metrics and locked content.

Key features for proposals.

• Editor, templates and content library. Drag-and-drop editing with text, images, video, tables and shapes. Templates are unlimited, and a content library stores reusable sections, snippets and images.
• Interactive quoting. Buyers can choose optional fees or set their own quantities. A product catalog keeps pricing in one central library.
• Analytics. Document analytics show a timeline of when each recipient opens a document and how long they spend in each section. Grow adds account metrics such as time to first view and time to close.
• Approval workflows. On Grow and Scale, you can require approval before sending when a proposal crosses a price total, discount percentage or line-item discount.
• Integrations. Proposify lists integrations with CRMs, invoicing and payment tools, including HubSpot, Pipedrive, Zoho, Copper, Stripe, QuickBooks, FreshBooks and Zapier. The Salesforce managed package is included on Scale and is otherwise a $9/user/month add-on. Payments are processed through Stripe.

Pricing.

• Build: $35 per user per month billed annually ($420 per user per year). The non-annual option is $49 per user per month, shown on the pricing page as $147 per user per quarter.
• Grow: $325 per month billed annually ($3,900 per year), with 5 seats included. Extra seats are $780 per year.
• Scale: $1,066 per month billed annually (listed as $12,800 per year), with 10 seats included. Extra seats are $780 per year.

Optional custom template design costs $1,500 and the Grow Launch Kit costs $2,000. The free trial lasts 14 days with no card. The pricing page also shows monthly send limits under older plan names, so ask Proposify how sends are counted on your plan before you buy.

Pros. Approval rules on discounts. Strong engagement analytics. Unlimited documents and signatures. Grow is a clear flat price for a 5-person team.

Cons. The jump from Build to Grow is large if you only need approvals. Salesforce needs Scale or an add-on. No true month-to-month option on Build.

Who it is for. Sales teams of 5 or more where managers need to control discounts and see pipeline metrics, and agencies that want polished, consistent proposals.

Who should skip it. Freelancers and very small teams. Better Proposals or Bonsai cover the basics for less.

Qwilr: full review

What it is. Qwilr creates proposals as interactive web pages instead of documents. Buyers scroll a page that can include video, an interactive quote, an ROI calculator, an accept button, e-signature and a payment step. You can still export a PDF.

Key features for proposals.

• Quote blocks. Build quote tables, tiered plans or both, so buyers can choose an option and see the total.
• ROI calculator. A built-in calculator shows the value of your offer, which suits software and services sales.
• Accept, sign and pay. An accept block lets buyers accept with one click, e-sign is included, and QwilrPay collects partial, full or recurring payments through Stripe.
• Analytics. Page analytics show where prospects spend time and what they click. Identity analytics show who viewed the page. History is kept for 60 days on Starter, 120 on Growth and unlimited on Scale.
• Security. Password protection, time limits, view limits and domain-restricted access.
• Integrations. HubSpot, Zoho and Pipedrive on Starter, Microsoft Dynamics from Growth, Salesforce on Scale.

Pricing.

• Starter: $35 per user per month billed annually, or $49 billed monthly. One seat minimum.
• Growth: $55 per user per month, annual billing only, minimum 5 users. Adds automations, custom branding, identity verification, enhanced reporting and a dedicated customer success manager.
• Scale: $75 per user per month, annual billing only, minimum 10 users. Adds Salesforce, conditional content, the Smart Proposal Engine, AI Prefill and team-level permissions.

QwilrPay charges a 0.09% fee per transaction on Starter and 0% on Growth and Scale, on top of Stripe's processing fees. Annual plans include free automated documents for API and automation use (40 on Starter, 200 on Growth, 600 on Scale); monthly Starter includes none, and extra automated documents start at $2.50 each. The free trial lasts 14 days, with no credit card. After a trial ends, your pages stay live for 30 days.

Pros. Proposals look modern and work well on phones. Interactive quotes and payments on the entry plan. CRM integrations for HubSpot, Zoho and Pipedrive from Starter.

Cons. Growth and Scale are annual only with seat minimums. Custom branding needs Growth. Salesforce teams need Scale, which means at least $9,000 a year (10 users at $75 per month).

Who it is for. Software and services companies that want buyers to experience the proposal like a landing page, and teams that sell with tiered packages.

Who should skip it. Teams that need traditional, print-ready documents, or Salesforce shops with fewer than 10 users.

Better Proposals: full review

What it is. Better Proposals covers the core of proposal software (templates, pricing tables, signatures, payments and tracking) at a lower price than most rivals. It is popular with agencies and small businesses.

Key features for proposals.

• Unlimited templates and content library on every plan, with full brand customization.
• Interactive pricing tables on every plan.
• Signatures and payments. Legally binding digital signatures on every plan, and payments through Stripe, GoCardless and PayPal.
• Tracking. Open tracking and live notifications on every plan.
• CRM integrations. Contact search from your CRM starts on Premium. The HubSpot Advanced and Salesforce Advanced integrations, which update deal stages and create documents from the CRM, are on Enterprise.
• Team control on Enterprise. Content locking, simultaneous editing, inline comments, manager approvals and advanced permissions.

Pricing.

• Starter: $13 per user per month billed annually, $19 monthly. One seat maximum and 10 sends per month.
• Premium: $21 per user per month billed annually, $29 monthly. Unlimited seats, 50 sends per month, custom domain, CRM contact search, automatic expiry, API, Zapier and MCP server, and branding removal.
• Enterprise: $42 per user per month billed annually, $49 monthly. Unlimited sends, content locking, simultaneous editing, manager approvals, and the HubSpot Advanced and Salesforce Advanced integrations.

Add-ons: Nudge (a follow-up tool) costs $10 per user per month, and custom template design starts at $1,495. The free trial lasts 14 days with no credit card.

Pros. Pricing tables, signatures and payments from $13 a month. Unlimited templates. GoCardless support is useful for direct debit clients.

Cons. Starter suits one person sending up to 10 proposals a month. CRM contact search needs Premium. Approvals and the deeper HubSpot and Salesforce integrations need Enterprise.

Who it is for. Freelancers, agencies and small sales teams that want a full proposal workflow without paying for enterprise features.

Who should skip it. Large teams that need deep analytics, Salesforce-first workflows or CPQ. Proposify or PandaDoc fit better.

Bonsai: full review

What it is. Bonsai is an all-in-one workspace for freelancers, agencies and consultancies. Proposals are one part of a flow that continues into contracts, invoices, payments, time tracking and projects.

Key features for proposals.

• Proposals with packages. Add single or multiple service packages so clients can choose, and use proposal, quote and scope-of-work templates.
• Client e-approval and deposits. Clients approve in one click, and you can require a deposit on approval.
• Contracts with e-signature. Contract templates with built-in e-signing, view notifications and automatic reminders.
• Invoices and payments. Unlimited invoices with online payments, retainer and subscription invoices, and multi-currency billing.
• CRM and client portal. A built-in CRM on every plan, with a deals pipeline from Premium and a client portal from Essentials.
• Integrations. QuickBooks, Xero, Zapier, Calendly and Google on Premium and Elite.

Pricing.

• Basic: $9 per user per month billed annually, $15 monthly. Time tracking, tasks, projects and CRM, but no proposals, contracts or invoices.
• Essentials: $19 per user per month billed annually, $25 monthly. Adds proposals and contracts, invoices and payments, all templates, forms, scheduling and the client portal.
• Premium: $29 per user per month billed annually, $39 monthly. Adds the deals pipeline, custom fields, profit reports, branding removal and accounting integrations.
• Elite: $49 per user per month billed annually, $59 monthly, with a 3-user minimum.

Bonsai advertises yearly billing as up to 4 months free. It says online payment fees vary by payment method and points to a help article, so check the current rates before you rely on Bonsai for card payments. The free trial lasts 7 days.

Pros. One subscription replaces separate proposal, contract and invoicing tools. Deposits and package choice on proposals. Essentials is affordable for solo users.

Cons. Proposal design and analytics are simpler than in dedicated tools. Removing Bonsai branding needs Premium. No Salesforce or HubSpot integration is listed on its pricing page.

Who it is for. Freelancers, consultants and small agencies that want one place to win, contract, deliver and bill work.

Who should skip it. Sales teams that run on a CRM and need pricing approvals and deep analytics.

Loopio: full review

What it is. Loopio is RFP response software. It stores approved answers in a library and helps teams fill in RFPs, RFIs, security questionnaires and due diligence questionnaires. Loopio's own pricing page says its pricing covers these responses as well as sales proposals, but its plan pages do not list pricing tables, e-signature or payment collection.

Key features.

• Answer library with unlimited library entries and unlimited projects on every plan.
• Generative AI on every plan to draft answers from your library.
• Reviews. Multi-step reviews and confidential projects on Enhanced.
• Integrations. Salesforce (to start projects from the CRM and report on RFP pipeline), Slack and Microsoft Teams, cloud storage (Google Drive, SharePoint, OneDrive, Box), and SSO. Loopio lists industry integrations as an add-on.

Pricing. Loopio does not publish prices. Its Foundations plan includes 10 seats and is aimed at smaller or sales-led RFP teams. Enhanced is for centralized, collaborative proposal teams, and Enterprise is for global companies with multiple business units. All plans are quoted after a sales call.

Pros. Purpose-built for long, question-by-question responses. Keeps answers consistent and approved. The entry plan includes 10 seats.

Cons. No public pricing. Not a designed proposal, signature or payment tool. Too much for teams that never answer formal RFPs.

Who it is for. Bid teams, sales engineers and proposal managers at companies that answer many RFPs and security questionnaires each month.

Who should skip it. Freelancers, agencies and sales teams that send their own proposals. Pick one of the other five tools instead.

What it costs: a 5-person sales team and a solo freelancer

These figures use list prices on annual billing, from each vendor's pricing page in October 2026. They exclude taxes, payment processing fees, usage credits and add-ons.

A 5-person sales team that needs pricing tables, e-signature and payments:

The same team adding manager approvals:

Qwilr does not list approval workflows by name on its plans, so we left it out of the second table. On monthly billing, PandaDoc Business would cost $3,900 a year for five seats (5 x $65 x 12).

A solo freelancer who wants pricing tables (or packages), signatures and payments:

Loopio is not in these tables because it publishes no prices.

How to choose

Start with who sends proposals. One freelancer, an agency of five, and a sales floor of fifty need different things. Freelancers get the most from Bonsai or Better Proposals. Agencies usually land on Better Proposals, Proposify or Qwilr. CRM-driven sales teams tend to pick PandaDoc or Proposify.

Decide whether you also need contracts. If signed proposals lead to separate contracts, NDAs or order forms, PandaDoc covers both in one subscription. Bonsai covers simpler freelance contracts.

Check your CRM. If you run Salesforce, price the add-on or higher plan: PandaDoc charges extra, Proposify needs Scale or a $9/user/month add-on, Qwilr needs Scale, and Better Proposals needs Enterprise. If you use HubSpot or Pipedrive, Qwilr includes those on Starter and PandaDoc includes CRM integrations from Business. Better Proposals offers CRM contact search from Premium, but its HubSpot Advanced integration needs Enterprise.

Price the plan you actually need. Many headline prices exclude the feature you came for. PandaDoc's $19 Starter has no pricing tables. Better Proposals' $13 Starter is one seat. Bonsai's $9 Basic has no proposals at all.

Count sends and automated documents. Better Proposals limits sends on Starter and Premium. PandaDoc and Qwilr charge for documents created through APIs and automations.

Run a real trial. Every tool except Loopio offers a free trial (14 days for PandaDoc, Proposify, Qwilr and Better Proposals; 7 days for Bonsai). Rebuild your best-performing proposal in two tools and send it to a colleague to sign and pay.

If you answer RFPs, add a separate tool. Loopio solves a different problem. Many teams use an RFP tool for formal bids and a proposal tool for everyday deals.

Conclusion

PandaDoc is the best proposal software for most sales teams in 2026. Its Business plan puts pricing tables, payments, CRM integrations, approvals and analytics on one plan at $49 per seat per month billed annually, and it handles contracts as well. Just budget for Business, because Starter leaves out pricing tables and payments.

If you need tighter control over discounts, Proposify is the stronger choice. If you want proposals that feel like web pages, choose Qwilr. If price matters most, Better Proposals delivers the core features from $13 a month. Freelancers who also want contracts, invoices and projects in one place should try Bonsai. And if your real problem is answering RFPs, look at Loopio, alongside a proposal tool rather than instead of one.