Os 10 Melhores Programas de Gestão de Propostas em 2026

Análises do melhor software de gestão de propostas

1. 

   1

   Inventive AI

   Best for AI-driven proposal drafting

   • Free demo available
   • Pricing upon request

   Visit Website

   Customer Rating:5/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Inventive AI is an AI-powered proposal management platform that helps businesses create accurate, compliant, and compelling responses to Requests for Proposals (RFPs), Requests for Information (RFIs), and security questionnaires. It leverages automation and intelligent knowledge management to speed up proposal creation and improve win rates.

   Why I Picked Inventive AI: I picked Inventive AI because of its ability to generate automated, compliant first drafts of proposals, saving significant time while allowing teams to focus on crafting persuasive and competitive responses. Its AI agents offer tailored guidance to help clarify requirements, identify competitive advantages, and refine proposal strategy.

   I also found its centralized knowledge hub particularly useful. By storing approved responses and historical RFP data in one place, it ensures everyone works with the latest and most accurate information. The built-in collaboration tools make it easier to assign tasks, manage permissions, and keep the entire proposal process aligned.

   Inventive AI Standout Features and Integrations

   Features include an AI content manager that flags outdated or conflicting content to ensure proposals remain accurate and relevant, an AI agents hub that provides competitive insights and brainstorming assistance, and compliance tracking tools that show the origin of generated responses and identify inconsistencies for improved transparency and accuracy.

   Integrations include: Jira, Notion, Confluence, Google Drive, Slack, Salesforce, HubSpot, SharePoint, Microsoft Teams, Trello, Asana, and Monday.com.

   Pros and Cons

   Pros:

   • AI-powered suggestions improve draft quality
   • Centralizes RFP knowledge for better team collaboration
   • Automates response generation, improving proposal turnaround times

   Cons:

   • No free trial; demo-only access
   • AI effectiveness depends on data quality
   Learn more about Inventive AI:

   • Check out Inventive AI on their website
2. 

   2

   Loopio

   Best for proposal progress tracking

   • Free demo available
   • Pricing upon request

   Visit Website

   Customer Rating:4.6/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   HoneyBook helps businesses understand the status of every proposal they send so they can effectively follow up with potential customers. It enables revenue teams to know every proposal stage so they can confidently move to the next stage of the sales cycle or move on to the next deal.

   Why I picked HoneyBook: The platform provides everything you need to create the right proposals and send them to potential customers. But the reason I added HoneyBook to this list is its ability to track your proposals’ progress until they’re accepted or rejected. You can track potential customers throughout your sales cycle and see where they are in your proposal pipeline.

   HoneyBook Standout Features and Integrations

   Features include ways to collect payments from customers after agreeing to your proposals. HoneyBook can handle payments, so you don’t have to hassle anyone for money. You can simply use the platform’s integrated payment feature and immediately start collecting payments.

   Integrations include connections to over 60 third-party platforms to increase productivity, such as Basecamp, ClickUp, Freshbooks, Google Analytics, HubSpot CRM, Mailchimp, Salesforce, Stripe, Twilio, Wrike, and other software options. If you have a paid Zapier account, you can create custom integrations with your current systems.

   Pros and Cons

   Pros:

   • Very low pricing.
   • Easy to use.
   • Simple navigation.

   Cons:

   • Not many customization capabilities.
   • Only provides simple automation.
   Learn more about Loopio:

   • Check out Loopio on their website
3. 

   3

   iQuoteXpress

   Best for CPQ & CRM integration

   • Free demo available
   • From $39/user/month

   Visit Website

   Customer Rating:4.8/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   iQuoteXpress is a sales proposal automation solution designed to assist businesses in managing their quote and proposal processes.

   Why I picked iQuoteXpress: This Configure, Price, Quote (CPQ) tool allows users to configure products or services, set pricing, and generate quotes. This feature supports complex pricing structures and discounting rules, enabling sales teams to create accurate and consistent quotes and proposals.

   Moreover, iQuoteXpress can also integrate with Customer Relationship Management (CRM) systems, allowing for the synchronization of data between the CPQ tool and the CRM, facilitating the management of customer interactions and data.

   iQuoteXpress Standout Features and Integrations

   Features include proposal templates, product and pricing configuration, contact management, proposal tracking, and reporting, and integrations with eCommerce platforms.

   Integrations include DocuSign, HubSpot CRM, Zoho CRM, QuickBooks Online Advanced, Zoho Books, and Salesforce Sales Cloud.

   Pros and Cons

   Pros:

   • Allows full customization of proposal documents
   • Outstanding customer service
   • User-friendly interface

   Cons:

   • Steep initial learning curve
   • Limitations in creating custom configuration tools
   Learn more about iQuoteXpress:

   • Check out iQuoteXpress on their website
4. 

   4

   AutoRFP.ai

   Best for AI-driven RFP response automation

   • 30-day money-back guarantee
   • From $899/month (billed annually)

   Visit Website

   Customer Rating:5/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   AutoRFP.ai is an AI-native RFP response platform that automates the drafting, review, and submission of RFPs, DDQs, security questionnaires, and tenders using a self-building knowledge base, multi-step approval workflows, and deep CRM and content source integrations.

   Who Is AutoRFP.ai Best For?

   AutoRFP.ai is built for bid managers and proposal teams handling high volumes of inbound RFPs, DDQs, and security questionnaires who need to cut response time without hiring more staff.

   Why I Picked AutoRFP.ai

   AutoRFP.ai earns its spot on my shortlist because it's built specifically for AI-driven RFP response automation in a way that generic proposal tools simply aren't. I'm particularly drawn to its self-building knowledge base, which ingests past responses and auto-updates without anyone manually curating a content library. The Trust Scores on every AI-generated draft are what really set it apart: each answer shows a confidence percentage and an exact source citation, so reviewers know precisely what they're approving rather than guessing at AI output.

   AutoRFP.ai Key Features

   • Self-building knowledge base: Automatically ingests and tags approved responses from 15+ connected sources, including SharePoint, Confluence, and Google Drive, without manual curation.
   • Multi-step approval workflows: Routes responses through sequential reviewer and editor assignments by section or question, with a full audit trail on every action.
   • Browser extension for procurement portals: Lets users respond directly inside SAP Ariba, Workday Strategic Sourcing, Coupa, and Jaggaer without switching between platforms.
   • Go/no-go analysis: Scans incoming RFPs and generates a structured bid/no-bid recommendation automatically before your team commits any time to a response.

   AutoRFP.ai Integrations

   AutoRFP.ai lists 18+ integrations, including native Salesforce sync and connections to HubSpot, Microsoft Dynamics 365, DealCloud, SharePoint, Confluence, Google Drive, Highspot, Seismic, Slack, and Microsoft Teams. It also offers an open API and webhooks for custom integrations.

   Pros and Cons

   Pros:

   • Unlimited team collaboration on every project
   • Produces high-confidence draft responses quickly
   • AI auto-builds and updates content library

   Cons:

   • Not designed for outbound sales proposals
   • No built-in pricing or quoting engine
   Learn more about AutoRFP.ai:

   • Check out AutoRFP.ai on their website
5. 

   5

   DealHub AI

   Best for dynamic pricing and bundles

   • Free demo available
   • Pricing upon request

   Visit Website

   Customer Rating:4.7/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   DealHub AI is a cloud-based quote-to-revenue platform that helps sales teams manage the entire deal process—from proposal to signature—in one unified workspace.

   Why I picked DealHub AI: It combines proposal generation, pricing logic, approvals, and contract workflows so teams can move faster and stay aligned. With built-in CPQ, reps can create accurate quotes using guided configuration, smart pricing rules, and dynamic bundles—no spreadsheets required. Adaptive pricing and usage-based models are supported out of the box, helping teams respond to change with confidence. Proposal content also stays consistent and compliant thanks to approval workflows and brand controls, making it easy for reps to deliver professional, tailored proposals at scale.

   DealHub AI Standout Features and Integrations

   Features include contract lifecycle management (CLM), covering everything from contract creation to negotiation and approval. Teams can collaborate in real time using the integrated Digital DealRoom, which centralizes buyer and internal communication, tracks engagement, and keeps deals on course.

   Integrations include Salesforce, Microsoft Dynamics 365, HubSpot, Freshworks, DocuSign, Gong, and Slack.

   Pros and Cons

   Pros:

   • Built-in CPQ features
   • Accurate pricing through predefined rules
   • Digital DealRoom enhances collaboration with customers

   Cons:

   • Learning curve for new users
   • API integration is a paid add-on
   Learn more about DealHub AI:

   • Check out DealHub AI on their website
6. 

   6

   SignNow

   Best for customizable proposal templates​

   • Free trial available
   • From $8/month (billed annually)

   Visit Website

   Customer Rating:4.6/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   SignNow is an electronic signature solution that helps businesses sign, send, and manage documents securely on any device. It offers features like document templates, team collaboration, and mobile applications to enhance your document workflows.

   Why I picked SignNow: You can create reusable templates for your most-used documents, ensuring consistency and saving time when preparing proposals. Additionally, SignNow allows you to add fillable fields to your documents, such as text boxes, checkboxes, and radio buttons, making it easy for recipients to complete and sign proposals accurately. Another valuable feature is SignNow's team collaboration capabilities. You can create teams within the platform to securely collaborate on documents and templates, ensuring that all team members are on the same page during the proposal creation process.

   SignNow Standout Features and Integrations

   Features include document editing, bulk sending, signing links, kiosk mode, in-person signing, document history tracking, role-based signing, conditional fields, data validation, attachment requests, custom branding, and audit trails.

   Integrations include Microsoft 365, Google Workspace, Salesforce, NetSuite, SharePoint, Dynamics, Gmail, Excel, and Autodesk.

   Pros and Cons

   Pros:

   • Unlimited users on all plans
   • Good audit trail and document history features
   • Mobile app available

   Cons:

   • Can be difficult to update documents once uploaded
   • May not be ideal for large-scale operations
   Learn more about SignNow:

   • Check out SignNow on their website
7. 

   7

   Dock

   Best for turning proposals into signable order forms

   • Free plan + free demo available
   • From $350/month (billed annually)

   Visit Website

   Customer Rating:4.9/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Dock is a platform designed to help sales teams improve their processes, from lead capture to onboarding and more. It offers a centralized space for collaboration and client-facing documents, like proposals, quotes, and contracts.

   Why I picked Dock: Dock's proposal management system is easy to use with pre-built templates. These templates include everything from proposals and price quotes to order forms, contracts, and other important documents. The platform also helps standardize sales processes by allowing teams to easily turn proposals or quotes into signable order forms. Furthermore, Dock offers order form tracking features that provide insight into document statuses, whether they're viewed, signed, or still require approval.

   Dock Standout Features and Integrations

   Features include digital sales rooms, customizable client portals, buyer signals, engagement analytics, dynamic action plans for onboarding, custom branding, secure digital signatures, and numerous templates for different sales functions.

   Integrations include HubSpot, Salesforce, Slack, Zoom, Airtable, Pandadoc, Typeform, and more.

   Pros and Cons

   Pros:

   • Digital sales rooms with personalized client portals
   • Document status visibility
   • Many templates to help create consistent experiences

   Cons:

   • Order form features are an additional add-on
   • HubSpot and Salesforce integration limited to higher-tier plans
   Learn more about Dock:

   • Check out Dock on their website
8. 

   8

   Better Proposals

   Best for collaboration

   • 14-day free trial
   • From $19/user/month

   Visit Website

   Customer Rating:4.7/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Better Proposals helps revenue teams get paid faster and maintain a high-quality product through its collaboration capabilities.

   Why I picked Better Proposals: Collaboration is essential when working with proposals, so I added Better Proposals to this article because of its teamwork capabilities. With Better Proposals, you can get the entire team on the same page thanks to its tools that simplify the proposal process. These tools include pipeline visibility that allows everyone to see what the rest of the team is working on at any moment and improve efficiency.

   Better Proposals Standout Features and Integrations

   Features include tools to help your teams convert more deals and increase the number of paying clients. For example, Better Proposals provides artificial intelligence and automatic recommendations to identify what’s working in your industry.

   Integrations include native integrations, such as ActiveCampaign, Asana, Freshsales, HubSpot CRM, Insightly, PayPal, Pipedrive, Salesforce, Stripe, Zoho, and other software options. If you have a paid Zapier account, you can create custom integrations with thousands of apps to automate your processes.

   Pros and Cons

   Pros:

   • Creates professional proposals.
   • Excellent customer support.
   • Simplifies sales processes.

   Cons:

   • Can’t print proposals.
   • Has some bugs.
   Learn more about Better Proposals:

   • Check out Better Proposals on their website
   • Read my in-depth review of Better Proposals
9. 

   9

   Proposify

   Best for proposal design

   • 14-day free trial + free demo available
   • From $19/user/month (billed annually)

   Visit Website

   Customer Rating:4.6/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Proposify provides extensive proposal design capabilities that allow revenue teams to customize every part and element of a proposal. The vendor also offers design and training services to help companies create eye-catching designs.

   Why I picked Proposify: The platform is a proposal creation software that will help you simplify and enhance the process. Proposify provides an editor that provides hands-on proposal creation capabilities without having you rely on word processing tools. It uses a drag-and-drop interface that allows you to add and edit multiple sections on your proposal.

   Proposify Standout Features and Integrations

   Features are available from Proposify that will help you throughout the proposal process, including analytics and metrics that provide insights into your documents’ performance that help you better understand your sales process. You can also use the data to optimize sales documents by enhancing future proposals based on formats and layouts that worked for you in the past.

   Integrations include native connections to platforms such as Basecamp, Freshbooks, HubSpot, Intercom, Olark, Pipedrive, QuickBooks, Salesforce, Stripe, Zoho, and other software options. You can also use a paid Zapier account to create integrations to third-party applications such as ActiveCampaign, Asana, Copper, Highrise, Mailchimp, Microsoft Teams, monday.com, Salesflare, Slack, Zendesk Sell, and other software options.

   Pros and Cons

   Pros:

   • Customizable templates.
   • Provides instant proposal data.
   • Clean-looking proposals.

   Cons:

   • Occasional loading errors.
   • Not user-friendly.
   Learn more about Proposify:

   • Check out Proposify on their website
10. 

    10

    Qwilr

    Best for web-based proposals

    • 14-day free trial
    • From $35/user/month (billed annually)

    Visit Website

    Customer Rating:4.5/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

    

    Qwilr modernizes proposal processes by helping teams create interactive, web-based proposals.

    Why I picked Qwilr: I went in a different direction when adding Qwilr to this list because the platform doesn’t create amazing PDF proposals. What Qwilr does is design proposals as interactive, mobile-responsive web pages. You can use various elements such as interactive pricing tables, multimedia files, brand colors, and other creative sections that act as one interactive web-based proposal.

    Qwilr Standout Features and Integrations

    Features include one-click automation that allows you to simplify proposal generation via templates. This will help your teams increase sales process speeds and move deals out the door without the need for creating personalized proposals by hand.

    Integrations are available from Qwilr, such as HubSpot, Pipedrive, QuickBooks, Salesforce, Slack, Stripe, and Zoho CRM. You can also use a paid Zapier account to create custom integrations.

    Pros and Cons

    Pros:

    • Easy to use.
    • Allows users to easily reuse content.
    • Creates consistent proposals.

    Cons:

    • Interface is clunky.
    • API access is only in the highest tier.
    Learn more about Qwilr:

    • Check out Qwilr on their website