Top Proposal Automation Software That Will Make Your Sales Easier

As more and more sales tasks have the ability to be fully automated, sales reps can spend more time on revenue generating activities like demos and face-to-face meetings, instead of repetitive, boring tasks. Recent estimates note that 30% of sales tasks can be completely automated, allowing businesses to spend less on headcount and more on software.

Jump to…

• What is Sales Proposal Automation Software?
• What Are the Top Proposal Automation Software Options?
• PandaDoc
• DocuSign
• Quoter
• Proposify
• Get Started With Sales Automation Today

What is Sales Proposal Automation Software?

Sales proposal automation software is a tool that helps sales teams create, manage, and deliver sales proposals. It can automate the process of creating proposals, making it easier and faster for sales reps to create documents and quotes that are accurate and aligned with company branding. Additionally, proposal automation software can help sales reps track customer interactions and proposal statuses, so they can better understand what stages a proposal is in and what needs to be done to close the sale.

When it comes to sales proposal automation software, there’s no shortage of options on the market. It can be difficult to narrow down which one is best for your business needs. Let’s review some top contenders in the sales enablement space and discuss their features and benefits, as well as pricing considerations.

What Are the Top Proposal Automation Software Options?

Adding a document creation and automation software to your tech stack can not only save your sales reps time, but can help close deals faster. Instead of hounding potential buyers who gave a verbal “Yes” via email, you can let your proposal software follow-up and send reminders on your behalf. Here are a few of our favorite options:

1) PandaDoc

This is what we use in-house here at Kixie, so we might be a bit biased. PandaDoc offers document templates that you can customize in the app to fit your company’s branding. It also has an intuitive interface that allows for easy collaboration between different departments within your organization.

Lastly, PandaDoc makes tracking customer interactions and proposal statuses simple, giving sales reps real-time insights into what stage a proposal is in and how close it is to signed and won.

PandaDoc pricing starts at $29/user, per month and you can start a free 14-day trial to test out the interface for yourself.

2) DocuSign

Another popular sales proposal automation software option is DocuSign. It offers a wide range of features as well, including proposal and document creation with pre-built templates or your own customized templates.

You can easily import contact and deal data from Salesforce or other systems to create proposals that are tailored to each customer’s needs. Obviously, as the name suggests, you can also collect e-signatures from customers to finalize proposals quickly and easily.

DocuSign’s real-time insights into proposal status, usage analytics, and more also give a great overview of your outstanding unsigned documents. Another promising new feature is their “DocuSign Insight” tool, which uses AI and natural language processing to read and review contracts, flagging important clauses for the reader (after all, who actually reads the fine print before hitting “I accept”…?).

DocuSign also has a variety of pricing plans available, starting at $45/user per month. Plus, they offer a free 30-day trial of their platform for new customers.

3) Quoter

Quoter is another great option for sales proposal automation. It offers the ability to quickly and easily create custom proposals, quotes, and contracts with drag-and-drop functionality. Plus, its easy-to-use interface makes it simple for sales reps to collaborate on documents from anywhere in the world. In addition to e-signatures and sales proposals, Quoter also offers other tools for an enhanced customer experience and operational efficiency.

Like other document software, Quoter’s real-time insights into proposal statuses, customer interactions, and usage analytics can help sales teams gain better visibility into the sales process.

Quoter’s pricing plans start at $129 per month, with an unlimited amount of users. This pricing structure is a bit different than their competitors, and may benefit larger organizations that are looking to keep costs down.

4) Proposify

Proposify is another popular sales proposal automation software option. It offers hundreds of templates that you can select from or customize to fit your company’s needs, as well as a library of images and videos for added visual appeal.

It also has automated reminders, document status and updates tracking, and analytics tools to give sales reps a real-time overview of their customer interactions. Plus, Proposify integrates with major CRMs including HubSpot, Salesforce, Pipedrive, and more.

Proposify’s pricing plans start at $49/user per month for small teams (up to 10 users) and they offer a free trial as well.

Get Started With Sales Automation Today

These are just a few of the top sales proposal automation software options available on the market today. It’s important to do your research and find the best fit for your company’s needs and budget. Whether you opt for one of these options or another, sales proposal automation can help streamline your sales process and make it easier to close deals faster.

For more sales automation hacks, tips, and further ways to get started saving time and money, check out these articles:

What Is Event-Based Automation and How Do I Use It?

How To Create Custom Triggers for Lead Follow-up in Your CRM

How to Calculate the Average Duration Between Outbound Calls | Sales Automation Hacks