What is proposal software?
Proposal software is software used to create, manage and send business proposals. Depending on the product, it can also help teams reuse content, collaborate on drafts, manage approvals and track the status of proposals after they are sent.
What proposal software replaces
Proposal software commonly reduces reliance on workflows built around:
- Word documents
- Google Docs
- copied PowerPoint decks
- email feedback
- shared folders
- manually versioned PDFs
What good proposal software should help with
Creation
Consistency
Collaboration
Approval
Delivery
Organisation
Proposal software vs CRM
A CRM manages customer and opportunity information.
Proposal software manages the proposal workflow.
They can be complementary, but they solve different primary problems.
Proposal software vs document editor
A document editor helps write and format documents.
Proposal software adds workflow around proposal-specific processes such as reusable content, templates, review, approval and proposal status.