Best Enterprise Proposal Management Software

Proposal automation and process management directly within Microsoft Word. Get the most from Microsoft Copilot for proposals!

Indy is an adaptive, all-in one management software that helps freelancers and small businesses track everything from proposals to payments. Indy makes organization and time management easy, letting its users focus on their work. This platform features a library of proposal, contract, and form templates to make getting clients easier. The task tracking system allows users to assign individual tasks to larger projects or categories. As users work on tasks, the time tracker tool logs and categorizes time spent on each task, making it easy to balance multiple projects and create invoices. When it’s time to get paid, use Indy to generate a detailed invoice to send right to clients: in return they get peace of mind knowing that Indy uses the web’s top payment methods, like PayPal and Zelle. With other tools like Profiles, Drive, and Client Contacts, Indy’s features make it a versatile and reliable addition to any creative team.

SmartDocs by 36Software is an innovative tool that transforms Word into an easy content management solution. Whether you write technical publications, proposals and contracts, medical and regulatory documents, or reports and audits, SmartDocs can help you save time and money, and create better content. It offers features such as reusable snippets, reusable variables, document snapshots, intuitive user interface, content map, status notifications, and so much more. SmartDocs is available in three editions--Professional, Express and Desktop--and all are scalable to fit the needs and sizes of teams.

What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.

Legalesign is UK-based enterprise software to send, sign and manage documents online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.

The redesigned Professional Document Analyzer leverages AI Natural Language Processing (NLP) for enhanced content analysis and advanced readability. Our recent redesign simplifies the user experience (UX) with a common user interface (UI), delivers enhanced settings for creation and maintenance, and provides enhanced flexibility and reduced complexity to empower both casual users and super users. Analyzes (parse / shred) your RFPs for words like Must, Shall, Will and your custom keywords/phrases – Supports 6 File Types. Create a Compliance Matrix with 2 clicks in an Excel template or MS Word document. Analysis Results panel – Manipulate your analysis results by splitting, combining, annotating, and filtering. Share your Compliance Matrix and reports with 2 clicks.

Nothing brings out the worst in a team then working on an RFP response with a tight deadline. Due to the technical nature of AEC design and construction proposals, they require a lot of technical staff, combined with marketing staff. Countless hours are spent writing and re-writing proposal responses. Hunting for information that's already been submitted takes away from focusing on the current proposal. Creating tailored responses to a specific client's project is what ultimately leads to a shortlisted proposal. Our proposal software starts with smart content creation or capturing content once digitally, make it easily searchable, and re-usable to populate your custom proposal responses quickly. Imagine a tool that makes proposal creation easy. Field staff, project managers, marketers, and executives can collaborate seamlessly to create an amazing proposal.