Top 19 Proposal management Software

ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick score ITQlick Score is a 1 to 100 score, based on pricing, and functionality Vs. alternative solutions
Pricing score pricing Score is a 1 to 10 score, based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
License pricing license pricing (if provided by the software vendor)
Functionality score
Software review
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Nimble
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
Score
97/100
Pricing Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$19 per user/month
Functionality
31
Review
Compare
PandaDoc
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
Score
87/100
Pricing Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
6/10
License pricing license pricing (if provided by the software vendor)
$19 per user/month
Functionality
21
OnContact
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
Score
86/100
Pricing Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$40 per 2 users/month
Functionality
31
Soffront
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
Score
85/100
Pricing Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$35 per user/month
Functionality
22
NetSuite
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
Score
85/100
Pricing Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
Has a free version
Functionality
20

TOP 19 Proposal management Software

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1. Nimble

  • Best for: Small, medium and large size businesses
  • Price: starts at $19 per user/month
  • Jul 08, 2020
Compare Nimble Vs. Nimble

Nimble CRM is a web based customer relationship management solution for small and medium businesses. Its capabilities include contact management, lead management, sales forecasting, and others. The software was designed and launched by Nimble Inc headquartered in California, United States.


2. PandaDoc

  • Best for: SMBs
  • Price: starts at $19 per user/month
  • Aug 10, 2020
Compare PandaDoc Vs. Nimble

PandaDoc is a web based document management solution for small and medium businesses. It offers paperless management of documents, support for multiple formats, integration, analytics, and other capabilities. The software was designed and launched by Quote Roller Inc headquartered in Cal...


3. OnContact CRM 7

  • Best for: Small, medium and large size businesses
  • Price: starts at $40 per 2 users/month
  • Aug 14, 2020
Compare OnContact CRM 7 Vs. Nimble

OnContactCRM 7 is a customer relationship management software that can help companies to communicate with their clients clearly and precisely. The CRM solution can help your sales staff throughout all the sales processes starting from nurturing prospects to upselling old customers. The software can ...


4. Soffront CRM

  • Best for: SMBs
  • Price: starts at $35 per user/month
  • Aug 19, 2020
Compare Soffront CRM Vs. Nimble

Soffront CRM is a complete customer relationship management solution that can help users to manage their sales, marketing and service operations and franchise prospects. Users can maximize their sales, capture more leads, convert more leads and automate their support process using this CRM s...


5. NetSuite Services Resource Planning (SRP)

  • Best for: SMBs
  • Price: Has a free version
  • Aug 20, 2020
Compare NetSuite Services Resource Planning (SRP) Vs. Nimble

NetSuite Services Resource Planning is a professional services management solution for businesses of all sizes. It offers such capabilities as integrated project management, resource management, time and expense tracking, and others. The software was designed and launched by NetSuite Inc headquarter...


6. SmartBid Bid Management Software

  • Best for: Small, medium and large size businesses
  • Price: starts at $600 per year
  • Aug 22, 2020
Compare SmartBid Bid Management Software Vs. Nimble

SmartBid software is a cloud-based construction bid solution designed for contractors. The solution offers a number of features that include project documents tool that helps users access centralized file storage and distribution.


7. Qorus Breeze Proposals

  • Best for: Small, medium and large size businesses
  • Price:
  • Nov 19, 2020
Compare Qorus Breeze Proposals Vs. Nimble

Qorus is a team collaboration app developed to help businesses build proposals and RFP responses faster. The app has an auto-respond module that utilizes natural language processes to examine questions, generate the top-rated answers, and build a draft with it.


8. Seismic

  • Best for: Medium and large size businesses
  • Price: starts at $20 per provider
  • Nov 19, 2020
Compare Seismic Vs. Nimble

Seismic is a cloud-based document management software that assists managers in including dynamic elements to existing content and assets using content creation and publishing tools.


9. Commence CRM

  • Best for: SMBs
  • Price: starts at $19 per user/month
  • Jan 31, 2020
Compare Commence CRM Vs. Nimble

Commence CRM is a customer relationship management solution that can help users to streamline all their front office business processes and improve the customer service and sales process. The software is flexible and users can get access to their CRM data from anywhere using the mobile CRM feature. ...


10. Claritysoft

  • Best for: Small, medium and large size businesses
  • Price: starts at $39 per user/month
  • Aug 25, 2020
Compare Claritysoft Vs. Nimble

Claritysoft is a powerful yet easy to use CRM tool that can help any business grow. It provides users with cost-effective solution in managing customer relationship thanks to its intuitive and versatile modules.


11. Quotewerks

  • Best for: SMBs
  • Price: starts at $15 per user/month
  • Aug 26, 2020
Compare Quotewerks Vs. Nimble

Quotewerks is a sales quoting and proposal solution for businesses of all sizes. It offers the management of quotes and prices along with analytical and integration capabilities. The software was designed and launched by Aspire Technologies Inc headquartered in Florida, United States.


12. SalesOutlook CRM

  • Best for: SMBs
  • Price: starts at $25 per user/month
  • Aug 26, 2020
Compare SalesOutlook CRM Vs. Nimble

SalesOutlook CRM is a Microsoft Outlook based customer relationship management system built upon the Microsoft Office System that can extend the features of MS Outlook without damaging the original functionality of Outlook. The CRM system can be installed as just a plug-in of MS Outlook and it takes...


13. NetSuite OpenAir

  • Best for: Small, medium and large size businesses
  • Price: starts at $49 per user/month
  • Aug 28, 2020
Compare NetSuite OpenAir Vs. Nimble

NetSuite OpenAir is a cloud-based professional service automation software that can help project based businesses to obtain complete control and real-time visibility. NetSuite Inc., the company behind NetSuite OpenAir, was founded back in 1998. The company is headquartered in Silicon Valley with ...


14. Retain Resource Planning

  • Best for: Small, medium and large size businesses
  • Price: starts at $2,000 per license
  • Dec 31, 2020
Compare Retain Resource Planning Vs. Nimble

Retain Resource Planning is a cloud-based project management software that enables managers to handle duplicate bookings through wallchart styling and drag-and-drop functions.


15. Teamleader CRM

  • Best for: Small businesses and start ups
  • Price: starts at $50 per user/month
  • Sep 24, 2020
Compare Teamleader CRM Vs. Nimble

Teamleader CRM is a software designed to let users easily and quickly manage their contacts. This software allows linking of contacts to companies and lets users note their organizational structure. The software automatically fetches relevant data for faster results.


16. Cincom CPQ Software

  • Best for: Medium and large size businesses
  • Price:
  • Jan 06, 2021
Compare Cincom CPQ Software Vs. Nimble

Cincom CPQ is a configuration, pricing, and quoting software designed to help businesses quicken the quoting processes and manage product data for accuracy by updating product configurations.


17. SuiteCRM

  • Best for: Small, medium and large size businesses
  • Price: starts at $1 per license
  • Sep 28, 2020
Compare SuiteCRM Vs. Nimble

SuiteCRM is a cloud-based and an on-premise open-source customer relationship management software solution. This software is enterprise-ready and can also be customized to fit a business of any size as well as requirements.


18. 1CRM

  • Best for: SMBs
  • Price: starts at $12 per user/month
  • Sep 01, 2020
Compare 1CRM Vs. Nimble

1CRM System 7 blends a best-of-breed Customer Relationship Management system with comprehensive order management, project, resource, service & HR management, a free Self-Service Portal with eStore, and optional QuickBooks integration. Affordable by businesses of any size, accessible in English, Fren...


19. Workbook

  • Best for: Large business
  • Price: starts at $19 per user/month
  • Sep 07, 2020
Compare Workbook Vs. Nimble

Workbook is an enterprise resource planning solution for businesses of all sizes. Its capabilities include project management, resource management, customer relationship management, and others. The software was designed and launched by Workbook Software AS headquartered in Denmark.



A Buyer's Guide to Business Software Solutions

How to Evaluate and Buy Business Software
 
If you’re somehow puzzled if this article is only for a specific size of business, no, it’s not. This is for you SMEs, MNEs and start-ups software buyers. Also, we’re not talking about a specific software solution here. Whether the software solution that you’re planning to buy is for Accounting, Business Intelligence, ERP, CRM, Help Desk, Maintenance Management or other types of application, one thing is for sure; with the help of this article, you will be able to know the right process in evaluating and buying a business software solution.
 
We’ve been into the software business for years and we’re seeing a lot of nitty-gritty things that often bring confusions and hesitations to many companies looking for better software solutions. Some companies can’t afford to let go their legacy systems while a few is encountering technological snags once the new system is in place. While this is the underlying truth behind software acquisition and implementation, what’s exciting about buying a business software solution is that there is a clear and obvious proof that thousands of companies and corporations today are happy with the benefits this technology is bringing into their respective businesses.  There is a significant increase in their revenue and the growth is on-going. And it’s easy to say; many from the Fortune 500 companies are making a lot of money because of their smartly-acquired business software.
 
So, let’s get straight to the point. What should you do in order to acquire that business software that could make your organization achieve its goals? The answer to this is pretty straightforward: evaluate and buy that right business software. Yes, that’s what you need to do and here’s the best manual from ITQlick.com that could certainly help you in doing that strategically.
 
Consider the Needs of Your Organization
Let’s assume that at this point, the entire management team agreed that you are ready to invest on a certain software application. The budget has been compromised and the key persons who will be involved in the acquisition process were already identified. Therefore, it’s time to approach things the project management way.
 
Define the Project
Every business software solution is categorized base on application type, features, deployment model, market size and pricing model. Remember that our objective here is to evaluate and buy a business software product that will fit into the size and present needs of your business. So what the project management team should try to deal with first is to define the real requirements of your business exactly base on the categories set by the software industry. Moreover, by doing this activity, you are already narrowing down your search for the right solution. Now, consider bringing this list of FAQs to the project management and aim to come up with clear-cut answers.
 
  1. What type of software is needed? Is it Integrated-Suite, Best-of-Breed or Industry-Specific? Ask your CEO’s main agenda and find the perfect match from these available options.
  2. What are the core and secondary features? Are you looking for basic, advanced or hi-end features? List down the specific features per category and allow the department managers and supervisors to give their insights on this list.
  3. How are you going to deploy the system? Would it be on-premise, cloud-based, hosted, or mobile-based? Weigh these options with the help of your CIO.
  4. Are you going for Tier 1, Tier 2 or Tier 3 vendors? Their offered solutions are base on the size of their target market - SMEs, MNEs or start-ups. Seek your CFO’s advice as it is important to match your financial capacity against the cost of the solution that the providers have for you.
  5. Are you willing to pay for the perpetuity software license or a subscription-based solution is way better? How many users are there and what would be their roles in using the system? Solicit feedbacks from future end users for they know better what challenges and risks might possibly come along their way when they’re using the system.
 
Finalize the BOM or List of Requirements
After providing definite answers on the above questions, we can say that the project has already been defined. Your procurement team is now ready to do their role in the acquisition process of this solution. However, in order for them to execute their job properly, they must have the complete list of requirements - features, specifications, hardware, and the software product. In other words, the Bill-of-Materials (BOM) that is final, complete and well-prepared must be handed over to the procurement director. Needless to say, it is very important that everybody is following the company purchasing and procurement protocols at all times.  
 
Request for Proposal (RFP)
The RFP process will bring everything into formality. Since you’re more likely in a line of business that doesn’t regularly buy software products, it is of critical importance that your RFP is well-structured before you send it to your prospect solution providers.
 
Draft the RFP
An RFP that contains all the relevant information as discussed during the project management meetings will enable the providers to return back to you their proposal that is complete and substantial. Therefore, your RFP should basically contain the following:
 
Brief Introduction
  • Company Name
  • Mission and Goals
  • Purpose of the RFP (or the need for software solution)
Business Background
  • Organizational Structure
  • Current Situation (IT infrastructure, system currently in-use, system issues and desired solutions, etc.)
  • Major Objectives of the Software Purchase
Request for Specific Requirements
  • Solution Functionality
  • System Specifications
  • Vendor Company Information
  • Price Model, Service Plans, Package Options
Other Important Inquiries (if necessary)
 
Send the RFP
Well-structured RFP will bring a lot of advantages especially when the proposals from various providers are received and then subjected for review and analysis. Send your RFP to at least three to five providers (or prospects which you have already shortlisted during the project definition phase). Depending on the complexity of the solution, most vendors will send their proposal in a matter of time, which could be around 4 to 6 weeks for Integrated-Suite solution.
 
Why still send RFP?
Is there really a need for RFP if your preferred solution (like cloud-based) and the service plans or packages are already displayed on the vendor’s website? Well, yes, you still need to undergo the RFP process. For most sales people, they certainly know that those figures appearing in the vendor’s website are usually the “list price” and not the “actual price”. More importantly, the vendor’s proposal (response to RFP) will serve as your main basis for the negotiation. Therefore, sending an RFP is a strict requirement.
 
Follow up questions relevant to RFP
More often than not, questions and concerns will be raised by the vendors to whom you send the RFP. You have to entertain them with utmost professionalism. Solution providers who are seeking further clarifications relevant to the RFP are consisting of professional software experts who wants to help your organization as much as they can. Entertain them but at the same time, always be cautious when providing additional information which you know is confidential or proprietary.
 
Evaluate the Proposals
Always refer to your finalized BOM when tabulating the contents of each proposal. Part of this process is to check the features that are available from this certain vendor and to cross out those that are not. While using spreadsheet aids the tabulation process, laying down the document proposals on the table and allowing your project management team to review them one by one should always be conducted. Evaluating the proposals in full force can help strengthen your decision-making process. Have another round of brain-storming session and come with the name of your preferred solution provider.
 
When selecting the final vendor, always promote the best interest of your organization. Consider answering these questions with full sincerity.
 
  1. Which vendor can provide the long-term benefits to your organization?
  2. Which vendor can provide the best and honest service from acquisition to full implementation?
  3. Which vendor is willing to devote most of its time in better serving its client?
 
Contact this solution provider and in your own strategic approach, try to get the answers to those three important questions above. In most cases, vendor who really wants to prove its craft will offer product demos on a higher level. Others will even invite you to check their already deployed and working systems. Feel free to connect with this type of vendor. Conduct simulation and testing, be it a cloud-based or on-premise solution. Examine all aspects and angles especially those that your project management team want to really know in-depth. For as long as it could help you arrive at a better decision, consider doing all the options available – for the interest of the organization.
 
Enter the Negotiation Process
Most solutions providers can be flexible in terms of pricing. Although the final say is oftentimes on the mouth of the sales person from the vendor’s side, a good negotiation process can always deliver a win-win situation to both parties involve. While negotiation sometimes cannot be settled in one sitting session, always be honest with your intentions whenever negotiating with your provider. If it’s about your budget, justify it with clarity. If it’s about their service plans, tell them what’s lacking or missing on their solution. At the end of the day, the most important event that should happen is that both of you are shaking hands because of a well done negotiation process.
 
Seal the Contract
So what are you going to do on a contract that involves a significant amount of investment? There are three project management approaches for this.
 
  1. Pass the ball to you legal team. They know what to do and more or less they will tell you if there is something wrong with the contract. Give them enough time to review before they affix their signature and then finally seal the contract.
  2. Hire a consultant base on the technical aspect that you want to clarify in the contract. If it’s the Scope of Work (SOW), a software implementation expert is the right person. If it is related to complex legal terms and conditions, a lawyer can help. If it has something to do with money, invite an accountant to conduct a thorough review and computation if necessary.
  3. Always consider consulting your project management team. Remember that the CIO, CFO and CEO are all team members. They will be the signatories and they know what’s best for the interest of the company when signing a contract agreement.
 
From evaluation to buying stage, it is important that the project manager must take full responsibility of monitoring all the works identified and distributed among team members. This is why delegating the right project manager is also an important consideration when buying a business software solution. And again, ITQlick.com wants to emphasize that whatever the size of your company is, using the project management approach will always lead you into a better outcome – that is getting what you paid for the right business software solution. 

Finding the right business software for your business
Proper business software selections are the precursor to successful deployment and business growth. Finding the right solutions doesnít have to be complicated, and it doesnít have to take days or weeks of your time.

After researching over 5,000 systems, we can identify the best solution for companies of all shapes and sizes. ITQlick.com is 100% free for software buyers.



Author
Shlomi Lavi - admin

Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.