Proposal management software
No more delays, off-brand proposals, or missed opportunities.
Streamline your process with automation to ensure consistent, on-brand proposals. Collaborate effortlessly, manage deals efficiently, and use buyer insights to deliver personalized proposals to increase win rate.
What is proposal management software?
Proposal management software helps your team create, organize, and track sales proposals all in one place. You can manage content, track buyer interactions, and see exactly which parts of your proposal are resonating most.
With features like real-time analytics, e-signatures, and templates, it keeps proposals both professional and effective. These tools let you personalize your pitch, follow up with precision, and streamline the entire process, making it easier to close deals faster.
Save time with templates tailored to your sales process. A centralized content library ensures reps always have the latest materials, making every proposal professional, on-brand, and engaging.
Get everyone on the same page with real-time editing and commenting. Built-in approval workflows keep the process moving, eliminating delays and miscommunication.
Streamline your process with automated notifications, reminders, and CRM integrations. From sending proposals to tracking their progress, automation keeps reps focused on selling, not admin.
See how buyers interact with your proposals — what they read, who they share it with, and where they spend the most time. These insights help reps fine-tune their follow-ups and close deals faster.
Save time with templates tailored to your sales process. A centralized content library ensures reps always have the latest materials, making every proposal professional, on-brand, and engaging.
Get everyone on the same page with real-time editing and commenting. Built-in approval workflows keep the process moving, eliminating delays and miscommunication.
Streamline your process with automated notifications, reminders, and CRM integrations. From sending proposals to tracking their progress, automation keeps reps focused on selling, not admin.
See how buyers interact with your proposals — what they read, who they share it with, and where they spend the most time. These insights help reps fine-tune their follow-ups and close deals faster.
Why should you use proposal management software?
Streamlined proposal process
Create proposals in minutes with customizable templates and a centralized content library. Automation ensures consistency and frees reps to focus on what they do best — selling.
Keep proposals consistent
Keep every proposal aligned with your brand and messaging. With pre-approved templates and organized content, your team delivers consistent, trustworthy proposals every time.
Win more deals
Deliver personalized, high-quality proposals tailored to buyer behavior. By addressing what matters most to your prospects, you create proposals that resonate, foster trust, and improve win rates.
Customers using GetAccept for proposal management software
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"We were in need of a fresh new way to deliver quotes and contracts. We were used to emailing PDFs back and forth, but this slowed the process and there was nothing to help us stand out from our competition. GetAccept was our answer, and we've seen great results."
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How to get started with proposal management software
1. Organize your content library
Centralize all your sales materials — templates, case studies, and pricing tables — so reps can quickly access the resources they need to create professional, on-brand proposals.
2. Set up customized templates
Tailor templates to reflect your sales process and brand. Pre-fill common sections to save time while maintaining consistency and professionalism in every proposal.
3. Automate workflows
Enable notifications, reminders, and CRM integrations to streamline proposal management. Automation keeps your team organized, reduces inefficiencies, and drives momentum to move deals forward.
4. Track buyer engagement
Monitor how prospects interact with your proposals to identify key behaviors. Use these insights to tailor follow-ups and refine your strategy for better conversion rates.
Frequently asked questions
We answer some of the most common questions people have about proposal management software. Can't find what you're looking for? Get in touch!
Sales-driven industries like IT, staffing, and professional services benefit, whether managing complex deals or high proposal volumes, by driving faster outcomes and team alignment.
GetAccept integrates with CRMs like Salesforce, HubSpot, and Pipedrive, aligning proposal workflows with your sales stack for seamless data exchange and management.
Data is protected with encryption, role-based access, and GDPR compliance, ensuring proposals are secure, private, and legally compliant.
Yes! GetAccept supports multi-language templates and localized options, making it ideal for global markets with diverse legal and language needs.
GetAccept tracks conversion rates, renewal opportunities, and proposal trends, helping optimize strategies for specific buyer personas and industries.
Templates are fully customizable with branding, videos, pricing tables, and interactive elements, tailoring each proposal to buyer needs and industry requirements.
GetAccept offers onboarding, tutorials, and ongoing support to ensure smooth implementation and team adoption of proposal management software.
It improves efficiency, reduces manual tasks, and increases win rates through automation and data-driven strategies, delivering measurable revenue growth.
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