What kind of proposal software provider would we be if we didn't start with our own Loopio alternative? Proposify is cloud-based proposal software that gives businesses full control and visibility into the end-to-end sales process.
With its rich features, user-friendly interface, and customizable templates, Proposify streamlines the sales document creation process, and allows users to design professional-looking documents that are used for RFP submissions.
Key Features
- Content Library: Frequently used content, such as pricing tables, case studies, and testimonials, can all be stored in a centralized content library. This feature facilitates the RFP response process by ensuring consistency across all documents.
- Automation: Proposify integrates seamlessly with well-known customer relationship management (CRM) platforms, including Pipedrive, Salesforce, and HubSpot, which allows users to pull proposal data into their existing workflows. This integration automates proposal creation and ensures that all prospect interactions are tracked and recorded, enhancing efficiency.
- Drag-and-Drop Editor: It's easy to create visually appealing proposals with Proposify's intuitive drag-and-drop editor, even without any design experience. Users can select from a library of fully customizable, pre-designed templates or customize their proposals from scratch to match their branding.
- Electronic Signatures: Proposify offers e-signature capabilities, which allow users to electronically send proposals for signature and track their status in real-time. This does away with the need for printing, scanning, and mailing documents, creating a seamless approval process, saving both time and resources.
- Analytics: Proposify allows users to track metrics such as open rates and conversion rates, which provide detailed analytics and insights into proposal performance. It also tracks engagement, such as how many proposals each rep sends, when prospects open proposals, and how long they spend viewing them. This invaluable data enables businesses to enhance their RFP strategies and improve their close rates.
Pricing
We offer three pricing plans to suit different organizational needs:
- The Basic plan ($29/user/month) is designed for small business owners.
- The Team plan ($49/user/month) supports growing sales teams with essential integrations and collaboration features.
- For larger organizations, the Business plan ($65/user/month) provides advanced controls and automation.
Visit our pricing page for a full comparison of all plans.
Pros:
- Includes ready-to-use templates to keep every proposal on-brand.
- Lets teams reuse content with a built-in content library.
- Offers an AI template generator to speed up the first draft.
- Includes built-in e-signatures to close deals faster.
- Shows real-time engagement data so reps know when to follow up.
- Locks sections and pricing to prevent mistakes or unapproved edits.
Cons:
- Editing proposals can be time-consuming, but there’s a done-for-you option to save time.
2. Responsive (formerly RFPIO)
Responsive (formerly RFPIO) is a cloud-based response management platform that makes the process of responding to RFPs easier. It's designed to improve efficiency, accuracy, and collaboration for teams dealing with complex proposal responses.
Responsive leverages automation and a centralized content library to assist organizations in managing and optimizing their response processes.
Key Features
- Collaboration Tools: The platform offers robust collaboration features that allow team members to work together seamlessly, regardless of their location. It facilitates communication, task assignment, and progress tracking among team members.
- Import and Export Functionality: Responsive supports a wide range of file formats for import and export, making it easy to work with documents in their original formats. This feature simplifies the process of starting new proposals and delivering final submissions.
- Security and Compliance: Ensures high levels of security for all documents and communications, complying with relevant legal and regulatory standards.
Pricing
Responsive (formerly RFPIO) offers four pricing plans; however, the exact pricing is dependent on your custom needs. Contact their sales team for an exact quote.
Pros
- Offers a built-in eSignature feature that helps finalize documents faster.
- The “Responsive LookUp” feature lets you find content from Word, Excel, Outlook, or Teams without leaving the tool.
- Centralized content library makes it easy to reuse and manage approved answers.
- You can track progress, set milestones, and manage versions easily.
Cons
- Keeping the content library updated can take a lot of time.
- The platform can be expensive for small teams.
- Search results may show irrelevant content and need manual fixes.
3. Ombud
Ombud is a dynamic cloud-based platform engineered to handle complex and critical documents like RFPs. Fostering a unified workspace enables sales teams, subject matter experts, and other stakeholders to collaboratively craft, edit, and finalize sales documents in real-time.
Ombud's content management system acts as a central repository, organizing a wealth of sales materials, including past responses, templates, and essential documentation. It also uses advanced automation capabilities to make the proposal creation process more efficient.
Key Features
- Collaborative Workspace: Ombud offers a collaborative environment where sales teams, subject matter experts, and other stakeholders can work together on sales documents in real-time. This collaborative approach ensures that all contributions are consolidated in a single platform.
- Integration Capabilities: Understanding the importance of seamless workflows, Ombud integrates with various CRM systems, cloud storage solutions, and other enterprise tools. These integrations allow for easy access to customer data and relevant information.
- Analytics and Insights: The platform provides analytics and reporting capabilities, offering insights into the proposal process, team performance, and content effectiveness.
Pricing
There is no publicly available information on Ombud’s pricing. You’ll have to contact their sales team for an exact quote.
Pros
- You can reuse, organize, and share knowledge across teams.
- Scales well for enterprises (no hard caps on users or projects).
- Offers analytics and insight on usage, response capacity, and efficiency.
- Automates response tasks and document generation (RFPs, questionnaires, proposals).
Cons
- Tagging or assigning questions to others can be clunky
- Filtering or working with long RFPs can be awkward
- Multi-language / multi-cultural support is limited
4. GetAccept
GetAccept is a digital sales room platform designed to enhance the sales process by providing a suite of tools that facilitate engagement between sales teams and their prospects.
This is done via sales document management, including proposals, contracts, and RFP responses, making the sales cycle more efficient and increasing conversion rates. While it's an alternative to Loopio, there are also numerous GetAccept alternatives available.
Key Features
- Digital Sales Rooms: Creates personalized, branded spaces where sales teams can engage with prospects, share documents, hold meetings, and communicate.
- Electronic Signatures: Offers legally binding electronic signature functionality to expedite the approval and signing process of sales documents, contracts, and agreements.
- Workflow Automation: Automates repetitive tasks and workflows within the sales process, such as follow-up emails and reminders.
Pricing
Get Accept offers three pricing plans;
- E-sign ($25/per user/ per month): For smaller teams who need basic document workflows
- Professional ($49 /per user/per month): For advanced teams who need to streamline their proposal closing process.
- Enterprise plan (Custom pricing): For larger teams looking to scale and streamline complex sales processes.
Pros
- Real-time document tracking shows when recipients view and how long they engage.
- Integrates well with CRMs and other sales tools, reducing manual work.
- Supports rich interactions: video messages, live chat, branded proposals.
- Centralizes proposal, contract, and e-signature workflows in one platform.
Cons
- Some users report issues or delays with CRM integrations or syncs.
- Document versioning and organization can be tricky to manage.
- Templates or long documents can be slow to load or set up.
5. PandaDoc
PandaDoc is a comprehensive document management platform that provides tools for creating, editing, and e-signing documents, while also offering workflow automation, template management, and real-time collaboration to streamline business processes and increase efficiency.
The platform allows businesses to centralize all their documents in one secure space, making it easy for teams to access, update, and share proposals, contracts, and agreements without version confusion.
Key Features
- Interactive Quoting: Users can create interactive quotes and proposals with configurable pricing tables, enabling recipients to select different options and quantities.
- Payment Collection: PandaDoc supports the integration of payment gateways, allowing prospects to make payments directly through the documents.
- Security and Compliance: The platform ensures high levels of security for all documents and data, with features such as audit trails, document encryption, and compliance with standards like GDPR and HIPAA.
Pricing
- Launch ($15/month): Basic plan with pay-as-you-go pricing
- Starter ($35/month): For quickly creating and signing documents with unlimited document uploads and real-time tracking.
- Business ($65/month): For sales proposals and more advanced workflows.
- Enterprise (Custom pricing): Includes advanced features like SSO, API access, and more tailored support.
If PandaDoc’s pricing doesn’t work for you, check out our list of top PandaDoc alternatives for more options.
Pros
- Real-time tracking and analytics (know when recipients open, how long they view, etc.).
- Good integration with CRMs (e.g., HubSpot) and other tools.
- Supports multiple file types (import PDFs, Word docs, etc.).
- Templates and content blocks speed up document creation.
Cons
- Sending sales proposals requires you to be on the higher-tier plan
- Advanced automation and integrations often require higher-tier plans.
- The free/entry plans lack some important features (analytics, integrations, etc.).
6. Qwilr
Qwilr transforms business proposals into interactive web pages, enhancing engagement with multimedia elements and dynamic content, elevating the standard of business communication.
With Qwilr, users gain insights from document analytics and streamline the proposal process with customizable templates and e-signature capabilities, increasing efficiency and conversions. You'll also find numerous Qwilr alternatives on the market.
Key Features
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Web-Based Documents: Qwilr allows users to create dynamic, web-based versions of traditional documents like proposals and quotes, incorporating interactive and engaging elements.
- Interactive Pricing Tables: Users can include interactive pricing tables in their documents, enabling clients to adjust quantities or services and see updated prices in real-time.
- Document Analytics: Qwilr offers detailed analytics on how recipients interact with documents, providing valuable insights for follow-ups.
Pricing
- The Business plan is $39 per user/month and is best for small teams who want to create simple, professional proposals.
- The Enterprise plan is $59 per user/mo (billed annually, 10-user minimum) and is designed for larger teams that require Salesforce integration, advanced security, and dedicated support.
Pros
- Creates visually appealing, web-style proposals rather than static documents.
- Strong analytics and engagement tracking (know when people view your proposals)
- Supports embedding multimedia (video, surveys) into proposals.
- The cloud nature means proposals can be updated even after sending, unlike static PDFs.
Cons
- PDF exports sometimes don’t match the web layout
- Has a steep learning curve for advanced features or templates
- Offline access is limited since everything is web-based.
7. QorusDocs
QorusDocs is proposal management software designed to automate and enhance the creation of personalized documents. It facilitates collaboration, content management, and template use, improving proposal quality and response times.
The platform offers intelligent content recommendations and analytics, providing insights into document effectiveness. QorusDocs integrates with major CRM systems, creating a seamless workflow and enabling data-driven proposal strategies.
Key Features
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Template Management: Users can create and manage a library of customizable templates, which serve as a starting point for new documents and ensure brand consistency.
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Smart Content Recommendations: The platform uses AI to suggest relevant content based on the context of the document being worked on, improving efficiency and consistency across proposals.
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Collaboration Tools: QorusDocs facilitates teamwork by allowing multiple users to work on the same document simultaneously, with features for tracking changes, assigning tasks, and providing feedback.
Pricing
QorusDocs offers custom pricing based on your needs or preferences. Contact their sales team for their exact pricing.
Pros
- Works directly in Word, Excel, PowerPoint, and Outlook.
- Content library keeps all proposal materials in one place.
- Smart fields and templates make proposals faster to build.
- Auto-fills content so teams can respond faster.
Cons
- Some users report occasional system crashes requiring page refreshes.
- Features are somewhat limited.
- Onboarding and initial configuration can be complex and confusing.
8. Qvidian
Qvidian is proposal automation software for the creation of documents like RFP responses and proposals. It enhances team collaboration, content management, and ensures consistency across all business documents.
With its advanced analytics and customizable templates, Qvidian offers insights into proposal effectiveness and optimizes content reuse.
Key Features
- CRM Integration: This integration allows users to access and use customer data and insights directly from their CRM within the Qvidian platform.
- Automated Proposal Generation: Qvidian automates the creation of personalized and accurate proposals, RFP responses, and sales documents.
- Customizable Templates: Qvidian provides a wide range of customizable templates that can be tailored to meet specific business needs and branding requirements.
Pricing
Qvidian offers custom pricing based on your needs. Contact their sales team for their exact pricing.
Pros
- Good integration with Microsoft Office tools (Word, Excel), reducing copy-paste work.
- Auto-import and draft generation for RFPs/Questionnaires speed up response building.
- Workflow and approval controls are built in, helping enforce review paths and version control.
- Custom metadata, search filters, and taxonomy flexibility make content classification powerful.
Cons
- Some users find the setup process complex and time-consuming.
- Occasional performance issues are reported with large documents.
- Search/filter tools sometimes return irrelevant results
9. RocketDocs
RocketDocs is a response management and proposal automation platform for the creation and management of sales documents, enabling teams to collaborate.
The platform offers a centralized content library, intelligent content recommendations, and customizable templates, which reduce response times and improve document accuracy.
Key Features
- Content Library: A centralized repository for storing, managing, and accessing pre-approved content, ensuring consistency and accuracy across all documents.
- Intelligent Content Recommendations: Enhances proposal accuracy by suggesting relevant pre-approved content, making document creation easier and ensuring consistency.
- Template Management: Provides customizable templates to standardize document creation, ensuring brand consistency and saving time on formatting.
Pricing
RocketDocs offers custom pricing based on your needs. Contact their sales team for exact pricing.
Pros
- Centralized content storage for document management
- Easy-to-use templates for proposal creation
- Smooth collaboration with version control and audit trails
- AI-powered search and tagging features
Cons
- Some users report issues with the platform's speed during heavy usage.
- Limited customization options for advanced formatting in proposals.
- Content maintenance (e.g. resolving duplicates) is slow and burdensome.
10. Conga Composer
Conga Composer is a document generation tool that integrates with Salesforce, automating the creation of personalized documents, reports, and templates directly from Salesforce data.
The software offers dynamic content creation, advanced customization options, and batch processing capabilities, allowing businesses to efficiently produce high-quality documents.
Key Features
- Salesforce Integration: Deep integration with Salesforce allows users to pull data into documents, ensuring accuracy and personalization.
- Batch Processing: The ability to generate and send multiple documents at once, saving time and improving efficiency in document management processes.
- Automated Document Generation: Automates the creation of proposals, contracts, and reports directly from Salesforce data, reducing manual effort.
Pricing
Conga Composer offers customized pricing based on your preferences. Contact their sales team for the exact pricing.
Pros
- Supports bulk document creation
- Supports multiple file formats like PDF, Word, and Excel.
- Automates document generation directly from Salesforce
- Offers e-signature capabilities to streamline approvals.
Cons
- Some users report issues with formatting and layout during document editing.
- Higher pricing compared to similar document generation tools.
- Performance slows with large datasets or complex documents.
Boost Your RFP Responses with Proposify
Whether you're looking for interactive pricing tables and advanced e-signature capabilities, or you simply want an affordable, easy-to-use option, Proposify provides a wide range of features to streamline your sales processes and drive business growth with less effort and cost.
Learn more about how Proposify gives you end-to-end visibility into and control of your RFP response process to help you close deals more quickly and efficiently.
