Proposal Software: The Five Best Tools for Sales

estimating software template

In the fast-paced world of sales, having the right tools to create accurate, professional, and persuasive proposals can make all the difference. A critical component of a successful proposal is an accurate estimate of the project scope and budget. Since projects are often subject to change, using three-point estimation can effectively manage client expectations and account for unpredictability. Tools like Simple Estimate can streamline the three-point estimation process, helping your team deliver reliable and easily understandable proposals to clients.

What is Three-Point Estimation?

Three-point estimation is a method used to predict the outcome of future events based on three different estimates:

  1. Optimistic Estimate (O): The best-case scenario, where everything goes according to plan
  2. Pessimistic Estimate (P): The worst-case scenario, accounting for potential problems and delays.
  3. Most Likely Estimate (M): The most realistic scenario based on past experience and current knowledge.

By considering these three points, you can calculate an expected estimate using the formula:

Expected Estimate = (O + (4 × M) + P) ÷ 6

This method provides a more balanced and realistic view of potential project outcomes, helping to manage client expectations and improve accuracy in project planning.

Ready to streamline your project estimation process with a tool that integrates three-point estimation? Try Simple Estimate today! It’s designed to make your job easier, improve client communication, and increase the accuracy of your proposals. 

1. Simple Estimate

Simple Estimate is a comprehensive tool designed to simplify the project estimation process. It stands out for its user-friendly interface, customization options, and unique estimate range features. It is particularly praised for its ability to reduce errors and provide detailed financial insights, making it an essential tool for project managers and sales teams.


User-Friendly Interface
Simple Estimate is designed to be as intuitive as possible. You don’t need to be a tech guru to navigate this tool. The clean and straightforward interface means you can create estimates quickly without getting bogged down by unnecessary features.

Estimate Ranges
One of the standout features is the ability to present estimates with high, low, and average ranges. This is a game-changer for managing client expectations and improving communication. Clients appreciate the transparency, and it helps prevent any unpleasant surprises down the line.

Every project is unique, and Simple Estimate understands that. You can customize your estimates to match your brand, include specific project details, and tailor them to meet your client’s needs. This level of customization makes your proposals not only professional but also highly personalized.

Error Reduction
Automated calculations minimize the risk of human error. You can trust that your estimates are accurate, saving you from potential financial headaches later.

Financial Insights
Simple Estimate provides detailed insights into project costs, helping you determine fees and manage budgets more effectively. It’s like having a financial advisor built into your proposal software.


2 Week Free TrialTry Simple Estimate for free. 

Professional Plan: $99/month – Ideal for growing businesses with more advanced needs.
Enterprise Plan: Custom pricing – Tailored solutions for large organizations.


Users praise Simple Estimate for its user-friendly interface and affordability. It simplifies in-house estimating processes and significantly enhances project planning. Its intuitive design ensures that users can quickly create accurate estimates without being bogged down by unnecessary fields and tools. This reliability and ease of use are crucial for effective project planning and profitability, making Simple Estimate a top choice for businesses of all sizes.

The Verdict

Recommendation: Highly Recommended
Simple Estimate excels in providing a user-friendly, customizable, and reliable tool for project estimation. Its unique feature of presenting estimate ranges is particularly valuable for managing client expectations. The seamless integration with other tools and the reduction in errors make it an essential tool for any project manager. Whether you’re a freelancer or part of a large organization, Simple Estimate is a top choice for streamlining your estimation process.

2. Proposify

Proposify is a robust proposal software solution known for its extensive library of customizable templates. It helps teams create professional-looking proposals quickly and efficiently, with advanced analytics to track client engagement. Proposify is an excellent choice for teams looking to streamline their proposal creation process and improve their overall sales performance.


1. Templates
Proposify offers an extensive library of customizable templates. Whether you’re in marketing, design, or any other field, you’ll find templates that fit your needs perfectly.

2. CRM Integrations
Create, keep track, and close your deals within your CRM. This feature allows you to sync your contacts and use custom variables to pre-populate fields in your documents.

3. Analytics
Track proposal views and client interactions. This feature is invaluable for understanding how clients are engaging with your proposals and tweaking your approach accordingly.

4. E-Signatures
Integrated electronic signatures mean faster approvals. Clients can sign off on proposals without the hassle of printing, signing, and scanning.


Team Plan: $49/month per user – Great for small or growing sales teams.
Business Plan: Custom pricing – Tailored solutions for large organizations.


Users appreciate the ease of use and the professional look of proposals created with Proposify. However, some mention a learning curve for more advanced features. Overall, it’s a solid choice for those who want a mix of functionality and aesthetics.

The Verdict

Recommendation: Recommended
Proposify is a strong contender with its extensive template library and analytics tools. It’s well-suited for teams looking for a professional and customizable proposal solution. While there may be a learning curve for advanced features, the benefits make it a worthwhile investment.

3. PandaDoc

PandaDoc is a powerful proposal software that excels in document automation and CRM integration. It is designed to streamline the creation, approval, and signing of documents, saving businesses time and reducing manual effort. With its robust content library and tracking features, PandaDoc ensures consistency and provides valuable insights into client engagement, making it an excellent choice for growing businesses.


1. Document Automation
PandaDoc streamlines the creation, approval, and signing of documents. This automation saves time and reduces the manual effort involved in proposal creation.

2. CRM Integration
PandaDoc works well with major CRM systems, making it easy to manage client relationships and track proposal status from within your CRM.

3. Content Library
Store and reuse frequently used content. This feature ensures consistency across your proposals and saves you from recreating the same sections over and over.

4. Tracking
Monitor document status and client engagement. Knowing when a client has viewed your proposal and how they interacted with it can provide valuable insights.


Essentials: $19/month per user – Great for small teams and freelancers.
Business: $49/month per user – Suitable for growing businesses.
Enterprise: Custom pricing – Tailored solutions for larger organizations.


PandaDoc is praised for its robust feature set and ease of integration. Some users find the interface less intuitive, but the overall functionality makes up for it. It’s a powerful tool for businesses looking to automate and streamline their document processes.

The Verdict

Recommendation: Recommended
PandaDoc is a comprehensive tool that excels in document automation and CRM integration. Its extensive feature set is ideal for businesses looking to streamline their document workflow, though the interface may take some getting used to.

4. Qwilr

Qwilr stands out with its ability to create visually engaging and interactive proposals. This software turns proposals into immersive experiences, helping businesses differentiate themselves from competitors. Qwilr also offers detailed analytics on proposal performance and advanced security features, making it a great choice for those who want to impress clients with modern and dynamic proposals.


1. Interactive Proposals
Qwilr allows you to create visually engaging and interactive proposals. These aren’t just documents – they’re experiences. This feature can help set you apart from competitors.

2. Metrics
Detailed analytics on proposal performance provide insights into what’s working and what’s not. Use these metrics to refine your proposals and improve your chances of winning projects.

3. Personalization
Customize proposals to the client’s brand and needs. This level of personalization can make a big difference in how your proposals are received.

4. ROI Calculator

Prove your value with an interactive ROI calculator embedded in your proposal pages.


Business Plan: $35/month per user – Access to all essential features.
Enterprise Plan: $59/month per user – More advanced features for larger teams.


Users love the modern and sleek design of Qwilr proposals. However, some note that it can be pricey for small teams. Overall, it’s a fantastic tool for those who want to impress clients with interactive and beautifully designed proposals.

The Verdict

Recommendation: Recommended (with reservations)
Qwilr is excellent for creating stunning, interactive proposals that impress clients. However, it may be on the pricier side for smaller teams. If your budget allows, it’s a fantastic choice for making a memorable impact.

5. Better Proposals

Better Proposals is known for its simplicity and effectiveness in creating polished and professional proposals. It offers a wide selection of templates, integrated e-signatures, and payment options, making the sales process faster and more efficient. Better Proposals also provides valuable analytics to track client interactions, making it a reliable tool for small to mid-sized teams.


1. Template Library
Better Proposals offers a wide selection of professionally designed templates. These templates make it easy to create polished and impressive proposals.

2. E-Signatures
Integrated electronic signatures for faster deal closures. Clients can approve proposals quickly and easily.

3. Payment Integration
Accept payments directly through proposals. This feature can significantly speed up the sales process and improve cash flow.

4. Analytics
Track when and how clients interact with your proposals. Use this data to follow up strategically and improve future proposals.


Starter: $19/month per user – Basic features for individuals and small teams.
Premium: $29/month per user – More advanced features for growing businesses.
Enterprise: $49/month per user – Tailored solutions for larger organizations.


Better Proposals is well-regarded for its simplicity and effectiveness. Some users wish for more advanced customization options, but overall, it’s a reliable tool that gets the job done.

The Verdict

Recommendation: Recommended
Better Proposals is a solid choice for those seeking simplicity and efficiency. It’s easy to use and offers essential features that help streamline the proposal process. While it might lack some advanced customization options, its effectiveness and reliability make it a great option for small to mid-sized teams.


What is proposal software?

Proposal software helps businesses create, manage, and track professional proposals. It often includes features like templates, e-signatures, and analytics to streamline the proposal process.

Why should I use proposal software?

Using proposal software can save time, reduce errors, improve client communication, and increase the chances of winning projects by creating professional and persuasive proposals.

How do I choose the right proposal software for my business?

Consider factors such as ease of use, feature set, integration capabilities, pricing, and user reviews. Identify your specific needs and match them with the software that best meets those requirements.

Can proposal software integrate with other tools?

Yes, most proposal software can integrate with CRM systems, project management tools, and other business applications to streamline your workflow.

Is proposal software secure?

Reputable proposal software providers implement advanced security measures to protect your data and ensure the privacy and integrity of your documents. Tools like Simple Estimate allow you to share proposals with custom links that can only be accessed by team members and clients. 

Choosing the right proposal software can significantly impact your sales process and overall business efficiency. Simple Estimate stands out for its unique features and user-friendly design, making it an excellent choice for project managers looking to streamline their estimation process. 

Ready to give it a try? Sign up for a 14-day trial free trial.

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