Os 10 Melhores Softwares de Propostas Analisados para 2026

Avaliações dos melhores softwares de propostas

1. 

   1

   Inventive AI

   Best for AI-driven proposal accuracy

   • 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 designed to centralize your team’s knowledge and improve RFP response accuracy. With its built-in knowledge hub and AI content manager, the tool helps you draft, manage, and optimize proposals faster while ensuring the information you present is always up-to-date.

   I picked Inventive AI because it takes the complexity out of managing proposals by combining a centralized knowledge hub with AI-driven response generation. By automatically pulling from approved content and integrating with internal data systems, it ensures your team always has access to accurate, relevant information when crafting responses.

   Additionally, its AI content manager monitors and updates outdated content, while AI agents assist with research and brainstorming. This makes proposal creation smarter and more efficient, helping teams deliver compliant, high-quality proposals without sacrificing speed or consistency.

   Inventive AI Standout Features and Integrations

   Features include an AI-powered response generation, real-time collaboration tools, centralized knowledge hub, customizable workflows for proposal creation, AI agents for research and brainstorming, automated conflict detection, and robust security with end-to-end encryption.

   Integrations include Jira, Notion, Confluence, Google Drive, Slack, Salesforce, Hubspot, and SharePoint.

   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 clear pricing available
   • No free trial; demo-only access
   Learn more about Inventive AI:

   • Check out Inventive AI on their website
2. 

   2

   Loopio

   Best for streamlining the RFP process

   • 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.

   

   Loopio is an RFP response software that allows organizations to respond to RFIs, security questionnaires, and RFPs more efficiently through automated proposals and intelligent workflows.

   Their proposal process empowers salespeople to create better proposals with no design or proofreading needed. With reusable templates, dynamic templates, and a drag-and-drop editor, Loopio’s proposal management software focuses on helping sales move faster.

   Loopio supports sales, proposal, and security teams around the world in software, healthcare, and financial industries. They have several plan tiers with varying features and functionality that make choosing a plan for any business size simple.

   Loopio Standout Features and Integrations

   Features include customizability of variables and fields, custom branding, template creation, rich media, online document creation, and collaborative creation.

   Integrations include Box, Dropbox, Google Drive, Microsoft Dynamics 365, Microsoft Teams, Okta, OneDrive, Salesforce, SharePoint, and Slack.

   Pros and Cons

   Pros:

   • Searchable content library
   • Intuitive user interface
   • Dynamic automated proposals

   Cons:

   • No live chat function
   • Has a bit of a learning curve
   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 CPQ (configure, price, quote) solution designed to automate and improve the quote management process.

   iQuoteXpress can integrate with existing Customer Relationship Management (CRM) systems, allowing for a synchronized flow of data between the two platforms. This integration helps ensure that customer data is up-to-date and that quotes are aligned with the sales pipeline. QuoteXpress partners with leading international CRM solutions such as Zoho, Oracle, and Microsoft Dynamics.

   iQuoteXpress additionally provides a library of customizable proposal templates that users can tailor to fit their brand and specific needs. These templates can include product information, pricing, images, and terms and conditions. The CPQ (Configure, Price, Quote) tools also allow users to configure products and services, set pricing rules, and generate quotes quickly.

   iQuoteXpress Standout Features and Integrations

   Features include branded dashboards, customizable proposal templates, a product and pricing configuration engine, eCommerce capabilities, and contact management.

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

   Pros and Cons

   Pros:

   • Provides post-sale customer service
   • Generates high-quality quotes
   • User-friendly interface

   Cons:

   • Limited customization options for configuration tools
   • Complicated process for adding vendors and partner logos
   Learn more about iQuoteXpress:

   • Check out iQuoteXpress on their website
4. 

   4

   DealHub AI

   Best for unified quoting, contracts & billing

   • 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 CPQ and proposal software designed to unify sales workflows—from quote to close—within one digital workspace.

   DealHub AI eliminates the fragmented experience of juggling separate tools for quoting, contracting, approvals, and billing. With DealRoom, you can create, personalize, and share branded proposals in a single space where stakeholders can collaborate, sign, and move deals forward—all in real time. I also liked how the platform keeps everything in sync with your CRM, reducing manual work and making sales handoffs smoother.

   DealHub AI Standout Features and Integrations

   Features include multi-currency support, real-time buyer engagement tracking through DealStream, product configuration for complex deals, and customizable digital sales rooms. You can also generate sales documents and handle subscription billing without needing additional tools.

   Integrations include Salesforce CRM, Microsoft Dynamics 365, HubSpot CRM, Freshworks CRM, DocuSign, Gong, Slack, Optimizely, Google, Comeet, and a native DealHub AI API.

   Pros and Cons

   Pros:

   • Effective integration with ERP, CRM, and PRM systems
   • No-code architecture
   • Customizable templates and automation features

   Cons:

   • No photo embedding capabilities
   • Navigation has a learning curve
   Learn more about DealHub AI:

   • Check out DealHub AI on their website
5. 

   5

   SignNow

   Best for secure team collaboration

   • 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 platform that provides users with the ability to sign, send, and manage documents digitally, providing a secure and compliant way to handle electronic signatures and document workflows. 

   SignNow's proposal software is designed to facilitate the electronic signing, sending, tracking, and storage of documents, which can be accessed and used on any device. The platform offers a suite of tools for creating eSignatures, adding fillable fields to documents, and enabling team collaboration. It also ensures security and compliance with industry standards, making it suitable for various business environments. 

   Additionally, SignNow offers mobile applications for iOS and Android, enabling users to manage document workflows while on the move. The service is aimed at improving the efficiency of document processes, reducing errors, and enhancing collaboration within organizations.

   SignNow Standout Features and Integrations

   Features include document generation and templates, workflow automation, PDF editing, web forms, contract management, contract negotiation and collaboration, bulk invite, and completion notifications.

   Integrations include Salesforce, NetSuite, Google Workspace, Microsoft 365, SharePoint, Dropbox, Magento, Zoho CRM, Slack, MailChimp, and Typeform.

   Pros and Cons

   Pros:

   • Time-saving benefits
   • Supports virtual and in-person document signing
   • Reliable software

   Cons:

   • Potential for technical issues or glitches
   • Limited customization options
   Learn more about SignNow:

   • Check out SignNow on their website
6. 

   6

   AutoRFP.ai

   Best for AI-native RFP and DDQ response at scale

   • 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 and questionnaire response platform that combines a self-building content library, RAG-based draft generation, and structured review workflows to manage RFP, DDQ, RFI, and security questionnaire responses.

   Who Is AutoRFP.ai Best For?

   AutoRFP.ai is a strong fit for sales enablement and proposal teams that respond to high volumes of RFPs, DDQs, and security questionnaires and need AI to handle the heavy lifting on first drafts.

   Why I Picked AutoRFP.ai

   I've included AutoRFP.ai in my top picks because its AI-native architecture handles RFP and DDQ responses at a scale that manual-first tools simply can't match. What sets it apart is a self-building content library that grows from every approved response, so your team isn't spending hours maintaining a knowledge base. Pair that with a Project Agent that autonomously drafts answers using RAG-based generation with source citations and Trust Scores, and teams regularly see 80–90% of AI drafts go out with only minor edits.

   AutoRFP.ai Key Features

   • Go/No-Go analysis: Reviews incoming RFPs to surface deal-breakers before your team commits time and resources to a response.
   • AI document importer: Extracts requirements from Word documents (500+ pages), Excel files (10,000+ requirements across 20+ tabs), and PDFs up to 1,000 pages.
   • Portal Agent browser extension: Lets your team complete RFP responses directly inside procurement portals like SAP Ariba, Coupa, and Jaggaer without copy-pasting.
   • Multi-language translation: Automatically translates and localizes responses across 50+ languages, including regional variants like US and UK English.

   AutoRFP.ai Integrations

   AutoRFP.ai offers 18+ integrations, including Salesforce, HubSpot, Microsoft Dynamics 365, SharePoint, Seismic, Slack, Microsoft Teams, and Gong. Its open API and webhooks support custom RevOps workflows.

   Pros and Cons

   Pros:

   • Supports unlimited users on all plans
   • AI drafts are cited and scored
   • Library self-builds from approved responses

   Cons:

   • Lacks buyer engagement analytics
   • No dynamic pricing or quoting tools
   Learn more about AutoRFP.ai:

   • Check out AutoRFP.ai 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 sales and customer onboarding software featuring client-facing spaces that centralize sales documentation, processes, quotes and proposals, and other materials.

   I like that Dock helps sales teams nurture customers at all stages of the journey. Its digital sales rooms help engage prospects with content sharing to educate new leads and analytics that provide insight into which prospects are more likely to close on a deal. Additionally, the platform offers customizable quote, proposal, and order forms to help you standardize your processes and provide a more consistent customer experience.

   Quotes can be easily turned into signable order forms and the platform also facilitates approval features for custom orders, large deals, and discounts. After a deal closes, this information syncs with your CRM, providing better sales visibility across the organization.

   Dock Standout Features and Integrations

   Features include mutual success onboarding plans, buying signals, custom branding, a flexible workspace editor, secure sharing and digital signatures, centralized client-facing content management, and a wide range of customizable templates.

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

   Pros and Cons

   Pros:

   • Engagement analytics to target the best leads
   • Digital sales room for a unified customer experience
   • Wide range of templates for standardizing sales processes

   Cons:

   • Order forms are priced as an add-on to your existing plan
   • HubSpot and Salesforce integration only available on higher-tier plans
   Learn more about Dock:

   • Check out Dock on their website
8. 

   8

   DocSend

   Best for sending proposals more securely

   Visit Website

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

   

   This document sharing platform from DropBox focuses on delivering proposals, contracts, and other sensitive documents more securely with email verification and whitelisting tools. They protect business-critical documents in shared spaces and virtual deal rooms with stringent permissions controls.

   Instead of sending documents or attachments in emails, users can share a single link that leads to a shared workspace where all essential data for any particular client or stakeholder is instantly viewable. Users can control access, file downloads, and security with a few clicks to ensure security.

   DocSend offers solutions for individuals, as well as SMBs and large organizations.

   DocSend Standout Features and Integrations

   Features include one-click NDAs, secure sharing, e-signatures, video analytics, document analytics, data rooms, dynamic watermarking, secure client portals, proposal software, engagement tracking, and proposal effectiveness reporting.

   Integrations include DropBox, EGNYTE, Gmail, IFTTT, Mailchimp, Salesforce, Salesloft, Outlook, Yesware, and Zapier.

   Pros and Cons

   Pros:

   • Comprehensive security measures
   • Makes document tracking simple
   • Easy to learn and use

   Cons:

   • Room for improvement in content management
   • Mobile app is a little clunky
   Learn more about DocSend:

   • Check out DocSend on their website
9. 

   9

   Proposify

   Best for SMBs who need to remove proposal bottlenecks

   • 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.

   

   This software solution is a web-based tool that provides more control throughout the sales process with more visibility for sales documents and proposals. Through comprehensive tracking tools and added flexibility for project management, Proposify claims they help users close deals at two times the industry average.

   Proposify enhances visibility with several features that allow users to dive into the proposal profile to see all the details of how it’s performing. Users can monitor rep progress from kick-off and edits to internal approvals and sign-off with accountability at every stage. This proposal tool allows users to keep an audit trail to reassure the internal team and the client.

   As a proposal document creator and manager for small businesses, Proposify focuses on helping growing teams expand their organization. They offer solutions for sales teams, marketing teams, and operations teams.

   Proposify Standout Features and Integrations

   Features include content library, unlimited templates, custom domain, online signatures, interactive quoting, notifications, metrics, client input forms, custom fields, payments, and approval workflows.

   Integrations include Accelo, Basecamp, Copper, FreshBooks, HubSpot Marketing Hub, Pipedrive, Stripe, Xero, Zapier, and Zoho CRM. Proposify offers native integrations, as well as integrations through Zapier.

   Pros and Cons

   Pros:

   • User-friendly workflow
   • Template reusability
   • Instant data once proposal is sent

   Cons:

   • Not accessible for screen readers
   • Clunky formatting capabilities
   Learn more about Proposify:

   • Check out Proposify on their website
10. 

    10

    Qwilr

    Best image and video document library

    • 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.

    

    This web-based creation platform strives to provide users with what they need to build proposals, contracts, and presentations with a rich selection of tools, including easy-to-use templates, brand controls, modular building blocks, and access to an Unsplash image library.

    Qwilr eliminates the need for PDFs with an extensive page builder that utilizes an existing image and video library, as well as designer-created templates that deliver a sleek, professional look for all documents. With a pre-built base, users can then add their own branded content with a custom subdomain, automatic font and color application, and branded imagery.

    Qwilr provides solutions for a variety of roles, including customer success, sales leaders, recruitment, marketing, and sales operations. Their platform offers tiered plans that provide options for small businesses and enterprise organizations alike.

    Qwilr Standout Features and Integrations

    Features include drag-and-drop editor, Unsplash video and image library, custom branding, reusable blocks, custom embeds, dynamic pricing, e-signatures, collaborative creation, and engagement tracking.

    Integrations include FreshBooks, Google Analytics, HubSpot, Pipedrive, Salesforce, Slack, Stripe, QuickBooks, Zapier, and Zoho CRM.

    Pros and Cons

    Pros:

    • Excellent customer support
    • Simple user interface
    • Great functionality

    Cons:

    • Limited undo and backtracking during editing
    • Internal document opens disrupt analytics
    Learn more about Qwilr:

    • Check out Qwilr on their website