Proposal management software is a tool that helps organizations streamline the creation, management, and tracking of business proposals for new projects or contracts. It includes features for template-based proposal creation, content management, collaboration, customization, tracking, analytics, integration with other tools, workflow automation, and security.

Proposal management tools are designed to significantly reduce the time it takes to create professional and visually engaging proposals, leading to increased success in closing deals and shortening the sales cycle. They offer robust features for creating media-rich proposals that impress clients and enhance engagement. Additionally, these tools provide seamless electronic signature and checkout experiences, ensuring a smooth and professional interaction for potential clients. Importantly, they offer these benefits at a cost-effective price point, making them accessible without straining your budget.

Top proposal management software empowers you to create compelling proposals with media (photos or videos), CPQ functionality for customized quotes, seamless CRM and payment integrations, electronic signatures for client approval, and advanced analytics to optimize your process and close deals swiftly.

Proposal building software often features templates, available through various plans including free options. Legitt AI, for instance, offers access to a diverse template gallery with over 100+ templates. These templates are designed to save time and ensure your documents are not only professional but visually appealing as well.

The best proposal software offers essential features that streamline the proposal creation process and enhance effectiveness. It includes a wide range of templates to simplify initial drafting and maintain consistency in formatting. Robust collaboration tools enable team members to work together seamlessly, ensuring all contributions are integrated smoothly. Customization features allow tailoring proposals to specific client requirements, enhancing relevance and impact. Integration with CRM systems facilitates efficient data management and client relationship tracking. Electronic signature capabilities streamline approval processes, while analytics tools provide insights into proposal performance, helping to refine strategies and improve success rates. Strong security measures ensure confidentiality and data protection, while mobile accessibility enables flexibility in creating and managing proposals on the go. These features collectively empower businesses to create professional, tailored proposals efficiently and effectively.

CPQ software (Configure, Price, Quote) with Legit AI enhances sales processes by automating product configuration, pricing, and quote generation, ensuring accuracy and efficiency with advanced artificial intelligence technology.

The key benefits of using CPQ software include improved accuracy in pricing and quotes, faster quote generation, streamlined product configuration, and enhanced sales efficiency. By integrating Legit AI, CPQ software can further enhance these benefits with advanced artificial intelligence that ensures more precise configurations, optimizes pricing strategies, and accelerates quote generation, leading to increased productivity and faster sales cycles.

CPQ software improves accuracy by automating product configuration and pricing, ensuring that quotes are generated based on predefined rules and up-to-date information. With Legit AI, the accuracy is further enhanced through intelligent algorithms that analyze data patterns and validate configurations, minimizing manual errors and providing more reliable and consistent sales quotes.

CPQ software saves time by automating key tasks such as product configuration, pricing calculations, and quote generation. With Legit AI, the time savings are further enhanced as AI-driven algorithms streamline these processes, reduce manual data entry, and minimize errors. This allows sales teams to quickly generate accurate quotes and focus more on closing deals rather than on repetitive administrative tasks.

CPQ software integrates with CRM systems by synchronizing customer data, sales information, and quote management processes, allowing sales teams to access customer details, configure products, and generate quotes seamlessly. Legit AI enhances this integration by utilizing artificial intelligence to analyze customer data and provide intelligent recommendations for product configurations and pricing. This combination improves accuracy, streamlines workflows, and enhances sales efficiency by leveraging AI-driven insights to optimize every step of the sales process.