Alternatives to AgencyPitch
Compare AgencyPitch alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to AgencyPitch in 2026. Compare features, ratings, user reviews, pricing, and more from AgencyPitch competitors and alternatives in order to make an informed decision for your business.
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1
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
2
DocSales
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.Starting Price: $29 / month -
3
OpenProposal
OpenProposal
OpenProposal is all-in-one proposal software that helps freelancers, agencies, and small businesses close deals faster. Create professional proposals with a drag-and-drop builder, collect legally binding e-signatures, and get paid instantly via Stripe integration. Features include customizable templates, real-time tracking, analytics. Replace separate proposal, e-signature, and invoicing tools with one simple platform.Starting Price: $29 -
4
QorusDocs
QorusDocs
Create business-critical documents more efficiently with QorusDocs. QorusDocs helps sales and business development teams bridge the content gap by offering powerful, intuitive pitch, proposal and content management solutions. With QorusDocs, teams can create accurate and up-to-date pitches, proposals, contracts, RFP responses, and more. QorusDocs is available on premise and in the cloud. Qorus proposal management software empowers your team to create tailored responses for proactive proposals, presentations, pitches, RFIs, RFQs and RFPs 5X faster. Whether you work in Managed IT Services, SaaS, Professional Services, or Legal, our proposal management software is purpose-built to help you stay competitive and simply win more business. With QorusDocs’ QPilot (QorusDocs AI Assistant), QorusDocs further accelerates content research, content generation and continues to simplify collaboration within sales, bid, marketing and business development teams to deliver business critical documents. -
5
Proposal Kit
Cyber Sea
Businesses small to large and individuals like yourself in every industry have been using Proposal Kit to create their business proposals, quotes, plans and contracts for over 20 years. Order now, download and get started in minutes. No ongoing subscription fees. Free support is included. Proposal Kit is well suited for tough times like these. Save costs with a single low-cost purchase instead of incurring ongoing monthly fees. All our proposal packages include templates and layouts for all types of businesses and situations including healthcare and medical, transportation, logistics, security, pitching new business opportunities, business restructuring, crisis management, etc. Our staff is available to assist in helping you put together any kind of proposal document you need. Install locally or on your network or cloud. Contract and proposal writing for any business. Proposals and contracts for many situations. 15,000 page content library.Starting Price: $69.00/one-time/user -
6
Qwilr
Qwilr
Make ridiculously good-looking sales and marketing documents that help you save time and win more work with Qwilr. Trusted by thousands of businesses for beautifying their communications, Qwilr is for innovative and forward-thinking teams. It is an interactive and mobile-friendly platform that lets teams rework sales and marketing collateral, such as quotes, proposals, pitches, and documents, into stunning web pages. Qwilr also offers users the ability to embed videos, maps, surveys, spreadsheets, and more, to their documents.Starting Price: $49.00/month -
7
QuoteRobot.com
QuoteRobot
QuoteRobot makes it easy for web professionals to write winning proposals, invoices, and contracts. Our professionally designed proposal, invoice, and quote themes help you look your best. Rather than using a word processor, use one of our hand-crafted themes or create your own. QuoteRobot mines line item data from your quotes, invoices, and proposals to help you know what to charge for every item, automatically. Start from scratch, or use of our pre-written proposal templates to get your quote out the door more quickly. Save past proposals to use as templates for repeat pitches. Email your potential client a proposal with an optional PDF attachment and they can approve it on your own subdomain with a single click. Easily generate a detailed timeline of your project, complete with payment milestones so your clients know when to pay you to keep things moving.Starting Price: $19 per month -
8
PitchPerfect
Enable Business Solutions
PitchPerfect automates the creation of high quality, branded and consistent pitch documents, allowing more time for you to focus on tailoring the pitch content to meet the specific requirements. Success resides in firm’s ability to sell themselves through an ever-increasing number of well-crafted pitches that focuses on core competencies and make them stand out from the competition. Almost every piece of new business is won through an ability to demonstrate why they are the best law firm to work with for that specific client. Firms wish to produce sophisticated looking, professional draft pitch documents quickly and easily so that the pitch team can focus on the winning content. Time, resource and sourcing content constraints often makes this task very difficult and inefficient but PitchPerfect solves these problems. -
9
SpecBot
SpecBot
SpecBot is an AI-powered proposal generator for freelancers and small agencies. Fill in a short intake form — client name, project type, budget, timeline, requirements — and get a complete, professional proposal in seconds. Every section is fully editable so you can customize tone, pricing, and scope before sending. Share proposals via a branded client link instead of PDF attachments and get notified when clients view them. Free tier includes 10 AI proposals per month. Pro plans from $12/mo for 50 proposals.Starting Price: $12/month/user -
10
Notch
Notch
Notch is a modern proposal and document builder tailored to small sales teams and agencies. It allows teams to collaborate effectively with their clients, track progress, and close deals faster. Key Features: - Shared Spaces: Seamlessly share proposals and documents with our simple Space builder. - Signatures: Incorporate e-signatures to get client approvals and close deals. - Interactive Offer: Create customizable proposals that clients can interact with, selecting or adjusting service packages directly. - Interactive Tasks: Assign tasks within the document, enhancing clarity on responsibilities and deadlines. - Space Analytics: Analyze client interactions to optimize content and increase engagement. Notch is ideal for small teams aiming to streamline workflows and improve sales efficie.ncyStarting Price: €19 per month/user -
11
PodPitch
PodPitch
PodPitch is a podcast pitching software designed to streamline the process for PR professionals by offering a massive database of over 3.85 million podcasts and their contact information. It allows users to effortlessly draft, send, and track custom pitches directly from their email address in seconds. PodPitch offers automatic pitch writing, personalized for each user’s style, and even references recent podcast episodes. It helps users save time by automating research, follow-ups, and the removal of inactive contacts, thus increasing productivity and reducing burnout. PodPitch also tracks open and reply rates, optimizing subject lines and follow-ups to enhance engagement. Users can export their progress into clean, shareable files, making it easier to report results. Trusted by PR agencies and founders, PodPitch helps users book more podcast appearances with less effort and better results. -
12
Preuve AI
Preuve AI
Preuve AI is a market intelligence platform that scores startup ideas against 40+ live data sources in under 5 minutes. Founders use it to validate business concepts before building. Agencies and accelerators use the Teams product to pre-qualify inbound leads with sourced competitor data, TAM sizing, and viability scores before the first call. Key capabilities: * 13-section analysis covering competitors, market sizing, demand signals, and go-to-market strategy * Smart Pivots that suggest stronger alternatives when an idea scores low * White-label widget for agencies to embed on their site (Teams product) * Data sourced from Crunchbase, G2, Google Trends, SEC EDGAR, Reddit, and public pricing pages * Investor Package with pitch narratives and due diligence briefs Free tier available for founders. Teams plans start at $149/month for 15 leads.Starting Price: $149 -
13
Clientjoy
Clientjoy
Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.Starting Price: $149 one-time fee -
14
Docue.AI
Docue.AI
Create new proposals automatically from your past proposals using AI. Sign up for free, or choose a plan that suits your team. Upload your past documents, to Google Drive, SharePoint, or Dropbox. Start using Docue to send sales proposals and quotes 10X faster. You can sign up for free, upload your past proposals, and draft new proposals faster.Starting Price: $25 per month -
15
RFP360.ai
Tri-Force Consulting Services
RFP360.ai is an AI-powered platform designed to transform the way organizations create, respond to, and evaluate RFPs (Requests for Proposals). It simplifies and automates the entire RFP lifecycle, from creation to award, enabling both buyers and suppliers to work smarter and faster. With features like AI-driven proposal generation, automated compliance checks, intelligent scoring, and collaborative workflows, RFP360.ai ensures greater efficiency, improved decision-making, and enhanced compliance. The platform is tailored for government agencies, enterprises, and suppliers, offering centralized content management, real-time tracking, and actionable analytics. RFP360.ai empowers teams to streamline their sourcing processes, reduce manual work, and increase win rates for proposals.Starting Price: $100 per RFP -
16
Supernormal
Supernormal
Supernormal helps agencies and client-facing teams complete work in a flash. How it works: The desktop app (Mac and Windows) captures meetings without a bot joining the call. When your meeting ends, the web app opens with your transcript, summary, and action items. Work with the AI agent to turn meeting notes into campaign briefs, pitch decks, proposals, follow-up emails, project plans, and Slack messages. What you get: - Bot-free meeting capture - AI agent that generates deliverables in your voice - Context-aware outputs - Deliverables ready to polish and send - MCP to bring your meeting context into tools like Claude and ChatGPTStarting Price: $20/month -
17
Publishizer
Publishizer
Publishizer is a book crowdfunding platform and literary agency that matches authors with publishers. Authors write proposals, readers pre-order copies, and publishers express interest in contacting authors. Authors pitch a book idea to get started on Publishizer. Once the account is activated, authors can start writing each section of the proposal and are guided through the submission process. Once the submission is approved by the Publishizer team, authors can log in and manually launch their book pre-order campaign. Authors are responsible for promoting the campaign to their email contact list, social media following, and network of peers to drive and sell pre-order copies. Trending campaigns are promoted to the Publishizer audience via Reader's Picks, a weekly digest of the most popular books. Publishizer queries publishers at the end of the pre-orders campaign based on criteria such as: book category, proposal quality, and pre-order copies milestones. -
18
DocuCollab
DocuCollab
DocuCollab is a robust software, where contracts, proposals, quotes, and other official documents can be monitored and managed effectively. Collaborate with the team, vendors, and customers in real-time. Enhance your team productivity and minimize clerical errors. Manage your sensitive documents prudently. With DocuCollab, ensuring the security of the official/personal information is easier. Link your CRM, ERP, and HRM software with DocuCollab for a highly-efficient integrated platform. Analytics and reporting made simpler with DocuCollab. Negotiate on terms and conditions with the agile software. DocuCollab facilitates an easy and effective negotiation channel through track changes and comments. Create folders and assign levels of security with DocuCollab. Organize all the documents pertaining to a contract/proposal in a simple yet effective manner. DocuCollab is designed to suit businesses of all ranges across industry verticals.Starting Price: $19 per month -
19
Ignition
Ignition
Founded in 2013, Ignition is the leading revenue and billing automation platform for firms and agencies to transform their sales, billing and payment processes. Ignition automates proposals, invoicing, payments and workflows in a single AI-powered platform, empowering 8,500+ businesses to sell, bill and get paid for their services with ease. To date, Ignition customers have managed relationships with over 2.4 million clients and earned $13b in revenue via the platform. With 91% of payments collected automatically, Ignition customers get predictable cash flow and revenue at scale. Ignition’s global workforce spans Australia, Canada, New Zealand, the Philippines, US and the UK.Starting Price: $39 per month -
20
FamePick
FamePick
We're the only marketing agency that manages talent directly and our roster boasts over 200 of social media's top creators. With 15+ years of industry know-how, we bring brand campaigns to life fast and efficiently. We work hard, you get the benefits. Not 100% sure what kind of talent you’re looking for? We can pitch your product to 1000’s of creators at once and help you find the right creators. Say goodbye to dealing with all the back and forth! Our team handles everything from pitch to creator selection to campaign management and payout. -
21
GovAIQ
GovAIQ
GovAIQ is an AI-native proposal management platform designed to streamline RFP/RFQ processes for government contractors. It offers tools for writing comprehensive responses without extensive staffing, analysts for quickly analyzing and qualifying RFPs/RFQs, and proposal agents for multi-layered proposal drafting and management. The platform supports team collaboration, including with external partners and consultants, and ensures data privacy by not using client data for training or sharing. GovAIQ provides market activity and trend insights, and its AI-driven reasoning engine autonomously configures agents to deliver dynamic, nuanced proposals. The platform is built for teams, enabling effective collaboration and integration of expertise into efficient proposal pipelines. It also offers unlimited team creation and member invitations, facilitating seamless coordination and project execution. GovAIQ is a beta product of G2X Labs, provided without expressed warranties. -
22
Chat Agency AI
Chat Agency AI
Chat Agency AI is a web-based platform that acts like a full-service “virtual consultant,” guiding entrepreneurs, small-business owners, and intrapreneurs through the entire idea-to-execution process by using AI-powered workflows. You start by entering your business, product, or feature idea, and the system helps you validate it via comprehensive sections, market research, competitor analysis, value proposition, personas, user stories, product concepts, vision statement, elevator pitch, financial summary, and more. It also supports generating downloadable business documentation like a Business Requirements Document (BRD), a pitch deck, an executive summary, and .docx exports. The platform includes a dashboard to manage multiple ideas, collaborate with teammates, share ideas, and keep all your work in one place. It positions itself as a solution for overcoming the “idea inertia” many founders face by compressing typical months of work into minutes.Starting Price: $50 per year -
23
Rephonic
Rephonic
Rephonic is a database of over 2 million podcasts that helps brands, agencies and podcasters boost their ROI through smart podcast appearances. Eliminate the guesswork and make data-driven decisions. With listener numbers, demographics, contact information and more all in one place, Rephonic drastically reduces your podcast research time and helps you find, qualify and pitch the right shows. Savvy individuals use the platform to land guest spots, sponsorship or cross-promotion opportunities. Rephonic provides more than just data. The range of tools makes it easy to manage the whole pitching process from start to end. The topic search and advanced filters allow you to quickly find suitable podcasts in your niche and you can build as many target lists as you need. Collaborate with your team by adding notes to podcasts and export the data to take it anywhere. Increase your podcast outreach efficiency, reduce your research time, and enhance your decision-making abilities.Starting Price: $99/month -
24
Niftyz
Niftyz.io
Niftyz is the NFT Platform for Business. The 1st no-code minting platform for the business ecosystem. Niftyz has expanded the utility of NFTs to monetize business growth and IP, by turning pitch decks, proposals, events, memberships, deliverables and more into tradable NFTs. Thanks to Niftyz, businesses of all sizes, geo, vertical can now create new revenue streams and add value to their businesses and their clients by locking valuable content behind an NFT. The brain drain of asking multiple companies or freelancers for pitches and free proposals is very real. But what if there was a way you could organize your experience, knowledge, methods, ideas. Turn that into digital property rights in an easy to distribute format. A format that can be paid for in a socially driven way that promotes your brand. With Niftyz.io now you can! Join us now!Starting Price: 0.2 ETH -
25
VentureHub360
VentureHub360
VentureHub360 is an AI-powered startup evaluation platform designed to help investors analyze deals at scale while helping founders improve and prepare their pitches. The platform offers tools such as Smart AI Investor and Startup Pitch Analyser, which conduct interactive AI-led pitch sessions and generate structured evaluation reports. VentureHub360 uses institutional-grade venture data and AI-driven reasoning to assess startups across dimensions such as market opportunity, founder fit, business model clarity, go-to-market strategy, and pitch coherence. Investors can use the platform to automate first-layer deal screening, accelerate memo creation, and improve pipeline coverage without increasing team workload. Founders can practice investor-style questioning, identify weaknesses in their pitch, and receive actionable feedback before real meetings.Starting Price: $1 -
26
Lancelot
MarketBranch
Quickly and easily create professional proposals that represent your freelance offering with Lancelot. It only takes minutes, not hours to craft the perfect proposal with Lancelot. Our aim is to make it as simple as possible to create beautiful proposals with ease. When you’re ready, send your proposal through Lancelot and get real-time notifications when your client has viewed your proposal. Your client can sign and accept your proposal directly through Lancelot, reducing the friction of sending documents back and forth. Save time and avoid the frustration of manual formatting. With Lancelot, creating a fully customized proposal takes minutes instead hours. First impressions matter. Impress your clients with a beautifully designed and professional proposal with a premium cover image. No more printing and scanning just to get a signature! Your clients can sign your proposal online with an e-signature. -
27
MeasureMatch
MeasureMatch
The MeasureMatch marketplace unites high-impact clients, service providers, and cloud software companies, fuelling professional services and partnership excellence to maximize customer success and growth. Only phenomenal consultancies, agencies, systems integrators, and independent consultants provide services here. Your requirements will come to us for a review, and sometimes an edit. When released, pitches land in minutes. End-to-end, the workflows are seamless. Only work with amazing, relevant consultants and consultancies. Convert one or more proposals into contracts and get to work. We'll support you and your partner end-to-end. Only the very best consultants and consultancies are selected to participate. The more clients spend or service providers earn, the lower the platform fees. Because getting this stuff right is incredibly important. All service providers are screened and vetted. -
28
Solo
Solo
Dynamic proposals, integrated doc management, and next day turnarounds on CAD & engineering streamline the sales process, optimizing deal closure and efficiency. With our solar & roofing software, you not only have easy access to your proposals, but can quickly customize them from anywhere. From personalized company branding to integrated lending options all within the proposals, our software streamlines the process, optimizing deal closure and efficiency. Are your proposals meeting your sales reps’ needs? In today’s fast-paced world, consumers expect adjustments on-the-fly. With the Solo solar proposal software, you can make changes live with our dynamic and interactive features. Speed and accuracy are our focus, allowing your sales reps to request and receive a proposal in minutes while in the customer’s home. Finally, our full-service design team will create a professional proposal template catered to your branding and sales needs. -
29
Bidsketch
Bidsketch
Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before. -
30
BrightPropose
Bright
BrightPropose enables accounting firms to generate professional, branded client proposals and letters of engagement in minutes rather than hours, thanks to smart templates and a built-in pricing calculator that removes guesswork and under-pricing. Its features include full customisation of proposals, emails and engagement letters to match a firm’s visual identity; fast creation of accounting-service templates; accurate and consistent pricing using a calculator configured for variable services; a streamlined workflow that transfers client data from the firm’s practice management system; and digital client onboarding via secure e-signatures so the transition from proposal acceptance to project initiation is seamless. With BrightPropose, you can impress clients, send proposals quickly, increase profitability, save time, simplify your workflow, and onboard clients effortlessly, all while maintaining branding and service consistency.Starting Price: $796.74 per year -
31
QuoteCloud
Corporate Interactive International Pty Ltd
#1 Sales Quoting Software & Sales Proposal Software * Create and send sales quotes, easier and faster * Know when your customer is reading your sales quote. Make your move at the right time, QuoteCloud will message you when your customer opens a sales quote. * Stand out from the crowd . Create interactive documents that set you apart from your competition. * Industry Specific Software Extensions. Explore a library of software extensions that make the difference in your industry. Built by experts just for you! * No design skills required. Use our library of sales quote templates, design your own, or ask us for help. * Easy customer eSignatures. Add e-signatures to make it super easy for your customers to sign legally binding documents. * Get Paid Faster With integrated e-signature and payment features, your prospect can sign your legally binding terms and conditions and pay a deposit in minutes. *Live Chat. Live chat with customers while they read your sales quotes.Starting Price: $39 /user per month -
32
Zoho Show
Zoho
Show understands what you're doing—adding a photo, editing text, animating a slide— our clutter-free UI provides you with the relevant options to the task you're currently doing. From startup pitch decks to sales presentations and business proposals, Zoho Show comes pre-loaded with 100+ templates to cover all your professional needs. A central presentation repository to enable better collaboration and bring together distributed teams. Stay in sync with your teams and make collaboration more productive. Import your existing PPTX, PPT, ODP, PPSX, PPS files and work on them without any formatting issues. No more tangled cables or lost remotes. Broadcast your ideas on any smart TV, and control your presentation with your mobile phone or smartwatch. From startup pitch decks to sales presentations and business proposals, Zoho Show comes pre-loaded with 100+ templates to cover all your professional needs. -
33
Knowland Insight Elite
Knowland
Perfect Prospects. Perfect Pitches. Perfect Proposals. Every Time. Optimize all of your inbound and outbound group sales activities, from first call to final signatures, with technology that combines powerful predictive analytics with the industry's most comprehensive database of actualized events. What if you could.... See which leads are most likely to close just by clicking a button. Access a steady, automated flow of qualified leads to fill your need periods. Improve the efficiency and success of your outbound prospecting efforts. Cut though eRFP spam and prioritize inbound leads that best fit your property. Personalize your sales pitch to match what your prospect is looking for — before you ever pick up the phone. Make your quota every quarter more efficiently. With Insight Elite, you can do all of this and more. Discover how Insight can help you achieve your group sales goals, reduce your customer acquisition costs, and improve ROI. -
34
Beamprobe
Beamprobe
Beamprobe is a secure document sharing and sales enablement platform — a modern alternative to DocSend. Share pitch decks, proposals, contracts, and sales collateral with trackable links instead of attachments. Get real-time analytics on who viewed your documents, which pages they spent time on, and when they re-opened the file. Control access with email verification, passwords, expiration dates, NDA gates, and one-click revocation. Custom branded viewer with your domain, logo, and colors keeps the experience on-brand. Built for founders raising capital, sales teams sending proposals, and consultants sharing reports. Integrates with your CRM and existing workflow. Faster, cleaner, and more affordable than DocSend, with no learning curve. Free plan available; paid plans unlock advanced analytics, custom domains, team workspaces, and data rooms.Starting Price: $19/month -
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Proposable
Proposable
Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow with just a few clicks and go from spending hours on customizing new proposals to just minutes. Wow, your clients with beautiful proposals stand out above the rest. Add video and rich media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact. Stop chasing down payments after your proposal is accepted. Turn on proposal payments to collect your initial payment instantly. Your client simply follows the steps, review, accept, pay and your done! Easily connect to the products you already use to manage your sales data to enable a seamless sales proposal workflow. Dynamically create proposals from your CRM opportunities and push proposal events back into your CRM for better visibility of all your in-progress deals. -
36
Camayak
Camayak
Camayak is a reliable content production platform for newsrooms, creative agencies, editors, writers, and publishers. Simple and easy to use, Camayak providers editorial teams with workflow tools that enable them to organize content processes and grow their content output. With Camayak, you can keep track of pitches and assignments in one place so you can focus on what matters - producing more engaging content.Starting Price: $19.00/month -
37
Achiv
Achiv
Founders waste months blasting cold emails into the void and praying for a reply. Achiv stops the spam cycle by finding people on Reddit who are actively complaining about the exact problem you solve. You get qualified leads and an AI clone to practice your pitch on before you ever hit send. -
38
Baseqore
Baseqore
Baseqore is a freelancer-first CRM to run client work from proposal to payment. Create proposals and contracts (e-sign), manage clients/projects, track tasks and time, then convert hours into invoices clients can pay online. Payments: cards + Apple Pay/Google Pay via Stripe, plus PayPal, Revolut Pay, Wise and Mollie. Give clients a branded portal on your own domain for updates, files and invoices. Also includes estimates, expenses, calendar, team members and data export. Who it’s for: freelancers, studios, and small agencies (web/design/dev, copywriters, photographers, interior designers, marketers). Plans & limits: • Free: 3 clients, 3 projects, 1 seat. Includes invoices, estimates, proposals, contracts (e-sign), calendar, time tracking, client portal, custom domain. No card required. • Pro/Ultra: higher limits and seats for growing teams. Hosted SaaS. Secure (HTTPS). Baseqore never stores card data; SCA/3-D Secure handled by providers. Start free and upgrade anytime.Starting Price: $5/month (billed annually) -
39
ProjectMark
ProjectMark
Nothing brings out the worst in a team then working on an RFP response with a tight deadline. Due to the technical nature of AEC design and construction proposals, they require a lot of technical staff, combined with marketing staff. Countless hours are spent writing and re-writing proposal responses. Hunting for information that's already been submitted takes away from focusing on the current proposal. Creating tailored responses to a specific client's project is what ultimately leads to a shortlisted proposal. Our proposal software starts with smart content creation or capturing content once digitally, make it easily searchable, and re-usable to populate your custom proposal responses quickly. Imagine a tool that makes proposal creation easy. Field staff, project managers, marketers, and executives can collaborate seamlessly to create an amazing proposal. -
40
SendSites
Third Social
The hospitality sale is about matching your proposal to the planner’s vision for the event. SendSites enables sales managers to quickly create interactive proposals that make your property stand out. Many proposals will be viewed on a mobile device. Make your first impression with high-impact visuals and videos that look great anywhere on any device. SendSites proposals automatically adjust to screen size and look fantastic. It’s worry-free and makes you look like the pro you are. SendSites is built for salespeople. Our mission is to empower sales teams to deliver marketing-quality content with the flexibility needed to close deals in the real world. With SendSites, you don’t need to be a designer to produce beautiful proposals that really sell your property. Because we focus on hospitality sales, know your workflow, and provide hands-on support, you’ll never be stuck trying to do marketing work. SendSites streamlines proposal development so you can focus on selling. -
41
Scope
The Virtu Group
Some of the world’s biggest agencies and advertisers are using SCOPE to better manage, price and track their scopes of work and budgets. With all of your scopes of work in one place, teams can view, collaborate and approve deliverables, tactics and budgets from anywhere. There’s a single, accessible source of truth. Managing scopes in one tool gives everyone a shared view of the work being delivered and the progress being made. SCOPE is the only scoping platform connecting agencies and advertisers across markets. The only tool designed for real-time collaboration across disciplines, teams, markets and agencies. Working together for success. From one office to a global network of agencies and advertisers, SCOPE gives every group a single point of visibility and place where scopes are collaborated, tracked and analyzed. Smart decisions come when everyone speaks the same language. Transparency creates trust and opens the door to analysis.Starting Price: $258 per month -
42
Meridian for RFP Analysis
XRSolutions
Meridian for RFP Analysis is a reliable request for proposal (RFP) management solution for state, federal, and local bids. Available with on-premise deployment and supports Windows operating systems, Meridian for RFP Analysis helps your organization by providing critical proposal artifacts needed to develop a winning proposal. By leveraging Meridian for RFP Analysis, you can create comprehensive proposal outlines and perform efficient requirement analysis on any RFP document. Available on all our products at a per license, annual agreement and includes the following benefits. Unlimited Phone Support. Unlimited email Support. Major version upgrades at no cost. Priority notification of product updates. Access to weekly training webinars. Invitations to Beta testing and product round tables. Build a compliance matrix and cross references with Meridian for RFP Analysis.Starting Price: $98 per month -
43
Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
44
Proposeful
Proposeful
Proposeful is the perfect solution to send proposals and contracts, track when clients open them and close sales faster with electronic signature. Proposeful is the perfect business proposal software to write beautiful proposals and share them with clients quickly. With our business proposal software you'll know when a client opens your proposal and how long they spend on each part of it. Let clients accept your proposals with just a few clicks. Connect Proposeful to your CRM and thousands and other tools to automate your proposals. Invite unlimited users to your account and let them reuse proposal templates and easily close deals. Organize and search proposals with tags and see how well they've performed. Know how clients interact with your proposals with our intelligent reports. Every access is tracked and you can learn how long your client spent on each part of your proposal. All of our templates are fully customizable. -
45
Riffly
Riffly
Riffly is an AI-powered presentation builder that turns a blank page into a boardroom-ready deck in under two minutes. Users describe the deck they want, and Riffly generates a complete, designed presentation with titles, bullets, speaker notes, and a structure that can be refined through chat. Instead of clicking through a traditional slide builder, users talk to the product: type a prompt such as a 10-slide pitch deck, dark theme, or investor-ready presentation, and a fully designed deck appears in seconds. Riffly supports direct editing, letting users click any slide to adjust content while keeping the deck editable and usable beyond the AI generation step. It is a real .pptx file that works in PowerPoint or Google Slides, making it practical for client meetings, business proposals, team presentations, educational lectures, marketing decks, and investor pitches.Starting Price: $12 per month -
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simplyreliable|OS
Simply Reliable
simplyreliable|OS is a complete cloud-based business operating system built specifically for systems integrators. It streamlines the entire workflow—from managing contacts and proposals to invoicing, purchasing, inventory, scheduling, work orders, and time tracking. The platform integrates seamlessly with QuickBooks Online and Desktop, ensuring smooth financial management. With zero-setup product updates, customizable proposal templates, and mobile access across web, iOS, and Android, teams can work anywhere at any time. The built-in Welcome Process allows businesses to be up and running in less than five minutes, while the smartPRENEUR Academy provides self-paced training in about an hour. By consolidating critical business processes into one end-to-end solution, simplyreliable|OS helps integrators increase efficiency, reduce errors, and improve profitability.Starting Price: $29.99/month/user -
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Slidebean
Slidebean
Our presentation software uses the power of artificial intelligence to automatically design your slides. Slidebean lets you focus on what matters most for your presentation: your content and storytelling. We've created hundreds of presentation templates, sourced from industry experts or relevant startups who have used them successfully. Our pitch deck templates provide you with an outline, where all you need to do is fill in the blanks. The storytelling is (mostly) solved on all our templates. Just follow the existing structure and replace the placeholders. Just replace the content with your company info. The design of the slides will automatically adapt to the amount of text you include. From startup pitch deck templates, to sales decks and business proposals. There are 100+ templates available on Slidebean.Starting Price: $96 per user per year -
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Super Proposal
Super Proposal
Super Proposal is a comprehensive proposal creation platform designed to streamline and simplify the process of drafting, managing, and delivering professional proposals. It is designed to cater to businesses in various sectors, offering templates and tools to make proposal writing faster, more efficient, and more effective. Below is a detailed of the full functionality of Super Proposal: 1. Customizable Proposal Templates 2. Drag-and-Drop Interface 3. Proposal Automation 4. Real-Time Collaboration 5. Client Portal 6. Digital Signatures 7. Version Control 8. Comprehensive Analytics and Reporting 9. Integrated Payment Options 10. Cloud-Based Storage and Security Super Proposal is a versatile, comprehensive platform that streamlines the process of creating, sending, and managing business proposals.Starting Price: $24/month -
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Pro-Posal
Pro-Posal
Create custom, professional proposals on any device in literally seconds, on OR off the job site. Send the bid right there on the spot, or save to your account for later use. Pro-Posal will set an automatic 7 day reminder to follow up that will appear on your dashboard calendar. Use Pro-Posal to communicate with your customer. Log into the program via our website and enter the dashboard. Don’t want to set up your account yourself? No problem. Shoot us an e mail and Jessica can set up your account for you free of charge. Keep contact information in Pro-Posal for follow up on the next service.Starting Price: $30 per month -
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Offorte
Offorte
Proposal software that helps you win more deals in a smarter way. Offorte empowers businesses and entrepreneurs to seal more deals and conserve invaluable time by offering clever solutions for the generation and dispatch of compelling proposals. Crafting a proposal can often be perceived as a chore, even though it is critical to business success. Our goal is to alleviate this pressure and make the process more engaging for entrepreneurs through the use of digital, interactive proposals. Our perspective on proposals sets us apart. We steer clear of monotonous, order confirmation-esque proposals that are commonplace in generalist software. Our unwavering focus is on business proposals and orchestrating your triumphs. Crafting exceptional proposals that sell your dedicationStarting Price: €10 per month
