Best Proposal Management Software for Microsoft Excel
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Compare the Top Proposal Management Software that integrates with Microsoft Excel as of November 2025
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This a list of Proposal Management software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What is Proposal Management Software for Microsoft Excel?
Proposal management software streamlines the creation, organization, and tracking of business proposals, helping teams generate consistent and professional documents. It provides customizable templates and content libraries, allowing users to quickly build proposals tailored to specific client needs. The software also supports collaboration, enabling team members to work together on proposals, track revisions, and maintain version control. With integrated analytics and reporting, businesses can monitor proposal performance, such as response rates and win ratios. Overall, proposal management software simplifies the proposal process, improving efficiency and increasing the chances of closing deals. Compare and read user reviews of the best Proposal Management software for Microsoft Excel currently available using the table below. This list is updated regularly.
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1
Expedience Software
Expedience Software
Proposal automation and process management directly within Microsoft Word. Get the most from Microsoft Copilot for proposals! -
2
EASA
EASA
EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA. -
3
SmartDocs
36Software
SmartDocs by 36Software is an innovative tool that transforms Word into an easy content management solution. Whether you write technical publications, proposals and contracts, medical and regulatory documents, or reports and audits, SmartDocs can help you save time and money, and create better content. It offers features such as reusable snippets, reusable variables, document snapshots, intuitive user interface, content map, status notifications, and so much more. SmartDocs is available in three editions--Professional, Express and Desktop--and all are scalable to fit the needs and sizes of teams. -
4
QuoteWerks
Aspire Technologies, Inc
For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.Starting Price: $199.00/one-time/user -
5
In Mind Cloud
In Mind Cloud
Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP to help you sell and be easy to buy from. Reduce Costs Don't settle for misconfigurations, costing inaccuracies, or production errors. Unite your entire manufacturing sales process without failure-prone manual workarounds. Improve Your Sales Efficiency Find out how you can simplify your sales and watch your conversions soar by reimagining an effective sales process. Happy sales teams, happy customers. Gain a Competitive Advantage Are global competitors stealing your deals? Play to your strengths, showcase your product expertise, and scale your business in an ever-changing market. Increase Your Revenue Put the right offers in front of the right audience, at the right time. Engineer your growth by focusing on your sales management to yield higher resultsStarting Price: $125 USD -
6
Quote Manager
CRM Dynamics
Quote Manager CPQ for Microsoft Dynamics 365. Quote Manager CPQ is a powerful add-on completely native within Microsoft Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes. Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 – where all the set up, configuration and data is held in Dynamics. As a result you have full control over any additional customization or use of standard Microsoft Dynamics 365 features such as queries, charts, views, and workflows. The quoting solution uses the standard export/import capability of Excel for Product Database modifications, as well as PowerBI dashboards and PowerApps. Quote output is controlled by standard Word Templates or other add-ons. Quote Generation. Search across 10,000+ products. Sort and filter by category, make, supplier, and product description. Add products to the quote, customize the layout with comments and sub-totals, edit descriptionsStarting Price: $17 per month per user -
7
infoRouter
infoRouter
Manage and monitor the entire document lifecycle with infoRouter, a scalable electronic document management system (EDMS) for small to medium-sized businesses. infoRouter helps drive efficiency and productivity across the board by providing users the tools to capture, classify, search, share, and archive critical company documents and records. The platform also offers full integration into MS Office tools, multi-language support, and a web services API.Starting Price: $4750.00/one-time/user -
8
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. -
9
VT Docs
VisibleThread
On average, customers increase their win rate by 9.8% with VT Docs. VisibleThread is a trusted partner to 11 of the top 15 US Government Contractors. Our cutting-edge technology supports thousands of users across a diverse range of organizations, from small businesses to mid-market and large enterprises. VisibleThread's flagship RFP solution, VT Docs, is leveraged across key sectors, including Defense & Space, IT Services, Healthcare, Engineering & Construction, and many more. -
10
RocketDocs
RocketDocs
From creating and responding to RFPs, RFIs and Questionnaires to assembling and configuring Proposals, Contracts and Sales Collateral, our platform of solutions makes it easier than ever to share, collaborate and create winning responses. We’ve thought of everything when it comes to our platform’s tools and features including scalability, personalization and workflow. Our core features include custom workflows, real time tracking, and capability for unlimited projects. To top it all off, our core features are included in all of our solution offerings, so you always have access to world-class functions that help you work at top speed and efficiency. -
11
TeamGram
TeamGram
The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.Starting Price: $12 per user per month -
12
Experlogix CPQ
Experlogix
Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time. -
13
Avnio
Avnio
Designed for B2B organizations who want to increase win rates, process more responses, and gain greater insights to enable better decisions and a differentiated customer experience. With 'Avnio automation' we’re closing the gaps in the sales cycle. Whether you want to deliver perfect proposals with the Avnio Response Cloud, maximize the value from your Salesforce data with Avnio Tables, or receive answers on-demand, wherever you are with The Avnio Assistant, we’ve got the solution. Machine learning, GPT, and natural language processing sit at the heart of our solutions. Every action taken helps Avnio to build intelligence and accuracy giving you time to focus on what really matters - your customers. Avnio has been a remote company since day one, that’s why collaboration is hard-wired into everything we do. All of our solutions were created to work with your favorite apps such as Slack, Teams & Salesforce Chatter. -
14
Bidhive
Bidhive
Create a memory layer to dive deep into your data. Draft new responses faster with Generative AI custom-trained on your company’s approved content library assets and knowledge assets. Analyse and review documents to understand key criteria and support bid/no bid decisions. Create outlines, summaries, and derive new insights. All the elements you need to establish a unified, successful bidding organization, from tender search through to contract award. Get complete oversight of your opportunity pipeline to prepare, prioritize, and manage resources. Improve bid outcomes with an unmatched level of coordination, control, consistency, and compliance. Get a full overview of bid status at any phase or stage to proactively manage risks. Bidhive now talks to over 60 different platforms so you can share data no matter where you need it. Our expert team of integration specialists can assist with getting everything set up and working properly using our custom API.
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