How to choose the best proposal software

With so many tools out there, how can you decide which software is the best for your sales proposals?

This article outlines how to choose the best sales proposal software for your team. We also look at some of the key providers on the market, including our own document generation software here at GetAccept.

What is proposal software??

Proposal software isn't just a tool; it's a practical powerhouse designed to make the process of closing deals smoother and smarter.

Think of it as your revenue team's collaborative hub. No more back-and-forth emails or disjointed efforts. With proposal software, everyone works together in real-time. It's like a shared canvas where your team can create professional and effective proposals.

The software comes packed with handy features. Templates save you from reinventing the wheel every time. Collaboration tools ensure everyone's on the same page, working together seamlessly. There's a content library, too, storing the content you use all the time, making the whole process faster.

But it's not just about creating proposals; it's about making them work.?

A good document generation software solution can sync up with your CRM system, pulling in client info effortlessly. And it's not shy about feedback – tracking engagement and giving you insights to refine your approach.

In the ever-changing business game, proposal software isn't a luxury – it's a necessity. It's the tool that helps your team deliver proposals that stand out, making sure you're not just in the race but leading it.

What to look out for when choosing a proposal software solution

Before researching proposal software or tools, ask yourself where you have the biggest pain in your proposal process.

Maybe you have to create very complex proposals and waste a lot of time there, so your team would benefit from an improved way of building proposals.

Or maybe it’s the other way around: instead of creating proposals, you want to improve how you manage and optimize your proposal content.

Fortunately, the best proposal software typically helps you with two things: proposal creation and proposal management.

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