Best 8 Sales Proposal Automation Software in 2025 [w/ Feature Comparison Table]

Crafting sales proposals by hand is a relic of the past. Modern sales teams can’t afford to waste hours formatting documents and chasing signatures when their competitors are closing deals in minutes. 

Sales proposal automation software eliminates these bottlenecks, turning what was once a day-long project into a 20-minute task. In 2025, these platforms have evolved beyond simple document creation to become all-in-one deal acceleration tools.

Feature comparison table

Tool	Templates	E-Signature	Tracking/Analytics	CRM Integration	Content Library	Interactive Elements	Mobile-Friendly	Starting Price
Proposify	✓	✓	Real-time	✓	✓	Interactive pricing	✓	$19/user/month
PandaDoc	✓	✓	Real-time	Deep integration	✓	Payment processing	✓	Contact for pricing
Qwilr	✓	✓	Real-time	✓	✓	Web-based, interactive	✓	Contact for pricing
GetAccept	✓	✓	Real-time	✓	✓	Live chat, video	✓	$25/month
Loopio	✓	Limited	Limited	✓	Dynamic library	Export themes	✓	Contact for pricing
DocuSign	✓	✓	Basic	Salesforce focused	Clause library	Limited	✓	Contact for pricing
Better Proposals	✓	✓	Real-time	Limited	✓	Basic	✓	Contact for pricing
Coefficient	Limited	No	Reporting focused	Deep integration	No	Spreadsheet-based	Limited	$49/month

#1 Proposify

Proposify stands out as a cloud-based proposal automation platform designed to help sales teams create, send, track, and e-sign professional proposals quickly. It streamlines the proposal process with customizable templates, a content library, and real-time analytics, aiming to double close rates and reduce proposal creation time to under 20 minutes.

Highlights of Tool

• Drag-and-drop proposal builder with design-friendly templates
• Real-time tracking and analytics on proposal engagement
• Content library for reusable sections, images, and pricing tables
• Interactive quotes and e-signature integration

Pros

• Speeds up proposal creation. Proposify claims proposals can be created in 17 minutes or less, freeing up sales teams for more selling.
• Improves close rates. Customers report a close rate 2x the industry average, with 43% of proposals won within 24 hours of opening.
• Strong tracking and analytics. Detailed insights into when and how prospects interact with proposals help salespeople follow up at the right time.

Cons

• Limited customization at lower tiers. Entry-level plans restrict user numbers, document opens, and integrations, making them less suitable for larger teams.
• Template flexibility issues. Some users find templates challenging to work with and note limited customization options.
• Occasional software bugs. Users have reported bugs and glitches that can disrupt workflow.

Pricing

As of April 2025:

• Basic: $19/user/month (annual billing)
• Team: $41/user/month (annual billing)
• Business: $65/user/month (annual billing)

Support

Support is available via a self-service knowledge base and a chatbot that connects users to the customer success team during the week.

#2 PandaDoc

PandaDoc is a comprehensive sales proposal automation tool that enables users to create, send, track, and e-sign proposals, quotes, and contracts. It integrates with major CRMs and offers a drag-and-drop editor, real-time notifications, and robust analytics to help sales teams close deals faster.

Highlights of Tool

• Pre-built, customizable templates and content library
• Real-time notifications for proposal activity
• eSignature functionality and payment processing
• Deep CRM integrations (Salesforce, HubSpot, etc.)

Pros

• Seamless CRM integration. Easily pulls data from CRMs to personalize proposals and automate workflows.
• Fast, error-free document creation. Drag-and-drop editor and smart content rules reduce manual errors and speed up proposal generation.
• Engagement tracking. Real-time notifications and analytics help sales teams act quickly and improve follow-up.

Cons

• Learning curve for advanced features. Some users find the breadth of features overwhelming at first.
• Template customization limitations. While templates are robust, some users desire more flexibility in design.
• Occasional integration hiccups. Users have reported issues with certain CRM integrations.

Pricing

As of April 2025, PandaDoc offers a 14-day free trial. For detailed pricing, users are encouraged to contact PandaDoc directly or visit their website.

Support

PandaDoc provides support through live chat, email, a comprehensive help center, and personalized onboarding for new users.

#3 Qwilr

Qwilr transforms sales proposals into interactive, web-based experiences that help teams close deals faster. It combines proposal creation, quoting, e-signature, and payment collection in a single platform, with deep CRM and accounting software integrations.

Highlights of Tool

• Interactive, web-based proposals and quotes
• E-signature and payment collection in one workflow
• Integrations with HubSpot, Salesforce, Zoho, Pipedrive, QuickBooks, and more
• Real-time engagement analytics

Pros

• Beautiful, interactive proposals. Qwilr’s web-based format stands out and impresses buyers.
• All-in-one workflow. From proposal to payment, everything happens in one place, reducing friction.
• Strong CRM integrations. Seamless connection with leading sales and accounting tools.

Cons

• Web-based only. Proposals are web pages, which may not suit clients who prefer PDFs or printed documents.
• Customization learning curve. Advanced customization requires some design know-how.
• Pricing transparency. Pricing details are not always clear upfront.

Pricing

As of April 2025, Qwilr offers a 14-day free trial. For current pricing, users should contact Qwilr or visit their website.

Support

Qwilr offers support via live chat, email, and a detailed help center, with onboarding resources for new users.

#4 GetAccept

GetAccept is a sales proposal and digital salesroom platform that streamlines document tracking, e-signatures, and client engagement. It features live chat, personalized video, CRM integrations, and a robust suite of proposal and contract management tools.

Highlights of Tool

• Proposal templates and quote builder with content library
• E-signatures and dedicated contract rooms
• Live chat and personalized video for real-time engagement
• CRM and payment processing integrations

Pros

• Comprehensive engagement tools. Live chat and video features enhance client interaction and negotiation.
• Fast signing process. E-signatures and contract rooms speed up deal closure by up to 8x.
• CRM and payment integration. Ensures a connected workflow and easy data sync.

Cons

• Feature overload for small teams. The full suite may be more than some teams need.
• Pricing complexity. Multiple plans and add-ons can make pricing confusing.
• Learning curve. Advanced features may require onboarding and training.

Pricing

As of April 2025:

• E-sign plan: $25/month
• Deal Room Professional: $39/month
• Contracts Professional: $39/month
• Full Suite: $79/month
• Enterprise: Custom pricing

Support

GetAccept provides support via live chat, email, and a knowledge base, with onboarding for new customers.

#5 Loopio

Loopio is a cloud-based proposal management platform focused on automating the creation of accurate, branded sales proposals, SOWs, and RFP responses. It features a dynamic content library, intelligent automation, and easy-to-use proposal builder for large teams.

Highlights of Tool

• Intelligent proposal automation with dynamic templates
• Centralized content library for pre-approved content
• Easy-to-use builder with export themes for on-brand documents
• Collaboration and version control

Pros

• Smart content management. Centralized library ensures up-to-date, accurate content in every proposal.
• Easy collaboration. Multiple team members can work on proposals simultaneously with version control.
• Reduces manual work. Automation pulls in the best content and formats documents automatically.

Cons

• Best for large teams. May be overkill for small businesses or solo users.
• Pricing not public. Requires contacting sales for a quote.
• Learning curve. Advanced features may require training for new users.

Pricing

As of April 2025, pricing is not publicly listed; contact Loopio for a custom quote.

Support

Loopio offers support via email, live chat, and a help center, with onboarding and training for new customers.

#6 DocuSign

DocuSign is a leading e-signature and document automation platform that streamlines the creation, approval, and signing of sales agreements. Its Gen for Salesforce product automates document generation directly within Salesforce, integrating seamlessly with e-signature workflows.

Highlights of Tool

• Automated document generation from Salesforce data
• E-signature integration for fast approvals
• Mobile-friendly signing experience
• Customizable templates and clause libraries

Pros

• Native Salesforce integration. Automates agreement creation and approval directly in Salesforce.
• Mobile-friendly. Provides a strong signing experience on any device.
• Reduces sales cycle time. Automates repetitive tasks and accelerates deal closure.

Cons

• Best for Salesforce users. Full benefits require Salesforce integration.
• Complex setup for some users. Initial configuration may require IT support.
• Pricing not public. Requires contacting sales for a quote.

Pricing

As of April 2025:

• IAM Starter: $40
• IAM Standard: $45
• IAM Professional: $75 (3-user minimum)
• Enterprise: Custom pricing 

Support

DocuSign offers support via live chat, email, phone, and a comprehensive help center, with onboarding for enterprise customers.

#7 Better Proposals

Better Proposals is a proposal automation tool that offers a wide range of customizable templates, making it easy to create, send, and track professional proposals. It focuses on speeding up the proposal process and ensuring consistency across documents.

Highlights of Tool

• Large library of industry-specific proposal templates
• Customizable sections, pricing tables, and social proof
• Automated follow-ups and reminders
• Real-time tracking and analytics

Pros

• Extensive template library. Ready-made templates save time and ensure professional results.
• Automated reminders. Keeps deals moving with follow-up automation.
• Easy customization. Drag-and-drop editor simplifies proposal creation.

Cons

• Limited advanced features. May lack some of the deeper automation or integration options of larger platforms.
• Branding limitations. Some users want more control over design elements.
• Pricing not public. Requires visiting the website for current rates.

Pricing

As of April 2025, pricing is not publicly listed; visit Better Proposals for details.

Support

Better Proposals provides support via live chat, email, and a help center, with onboarding resources for new users.

#8 Coefficient

Coefficient is a sales automation tool that connects business data (like Salesforce, HubSpot, and other CRMs) directly to Excel and Google Sheets, enabling automated reporting, proposal generation, and workflow management.

Highlights of Tool

• Automated data sync from CRMs to Google Sheets
• Scheduled updates and reporting
• Customizable workflows and templates
• Consolidated reporting for multiple entities

Pros

• Automates data updates. Scheduled syncs eliminate manual data entry and keep reports current.
• Flexible reporting. Easily build consolidated reports across multiple entities.
• Easy integration. Works seamlessly with Google Sheets and major CRMs.

Cons

• Pricing can be high. Some users find the cost steep, especially for small teams.
• Feature gaps between plans. Not all features are available on lower-tier plans.
• Learning curve for setup. Initial configuration may require some technical know-how.

Pricing

As of April 2025:

• Starter: $49/month
• Pro: $99/user/month
• Enterprise: Custom pricing

Support

Coefficient offers support via email, live chat, and a help center, with responsive customer service and onboarding for new users.

Make proposal creation a competitive advantage

The days of spending hours formatting proposals and chasing signatures are over. Modern sales proposal automation software transforms what was once a time-consuming process into a strategic advantage. 

The right solution depends on your specific needs: template preferences, integration requirements, and collaborative workflows. 

Ready to turn your proposal process into a deal-winning machine? Get started with a platform that brings efficiency and impact to every client interaction.