Organize your sales team with Proposal Automation tools

If you’re sending out a proposal from sales, you already know a few things:

  • A good-looking proposal is appreciated.
  • A well-organized proposal helps your customer understand the value you can offer.
  • A well-organized sales desk makes sending out proposals easier.

However, if you’re on a sales team that’s constantly selling, dedicating a resource to creating a pretty book for each customer isn’t going to happen. But you can automate the process of getting your proposals together, with Proposal Automation tools.

Proposal Automation allows you to keep all your virtual sales collateral in one place. It keeps updated price lists at the ready, with some offering the capacity to accommodate negotiations within the proposal. Proposal Automation tools can update your old decks with better templates and videos, or they can be powerful and secure platforms where you and your customers can work out a deal.

Following are some of the Proposal Automation tools listed on CabinetM:

Proposable is an all-in-one cloud proposal software for sales proposal creation, delivery, and closing. Communicate and negotiate with prospects directly inside each proposal, then close deals instantly with built-in electronic signatures.
BEST FEATURE: Central sales content library and pricing catalog that’s easily shared and accessed by team members through role-based permissions.
PRICING: Packages start at $39 monthly.


Qvidian RFP and Proposal Automation enables enterprises to streamline processes and create more effective sales documents. Qvidian includes a single content library where all assets are stored in approved language and branding. Expedite creating RFP, DDQ, and other questionnaire response drafts by automatically filling in the most relevant answers with AutoFill. Streamline content approvals and build audit trails, with automated, multi-step reviewer workflows.
BEST FEATURE: Track and measure KPIs, with custom analytics dashboards.
PRICING: See vendor for details. 


Xinn is a sales enablement platform that helps teams automate the production of Client Reports, Pitchbooks, Fact Sheets and collateral. Utilize templates, integrate media, personalize content, populate with data from third-party sources, and even drag-and-drop with Microsoft Office. Create content personalized to your audience with far less time and effort, on the fly.
BEST FEATURE: Xinn enables sales teams to customize collateral to each customer interaction.
PRICING: See vendor for details.


SalesEdge Proposal Management Software is a sales enablement platform that helps teams manage proposal and RFP response processes. SalesEdge manages the enterprise’s sales-ready content, offers proposal automation tools, and synchronizes the delivery of proposals and other sales-critical documents.
BEST FEATURE: User metrics show who is engaging with content and who internally is using sales templates.
PRICING: See vendor for details.


Paperless Proposal is a platform for automating the process of creating business proposals and applications built by the Building Service Contractors Association International. Paperless Proposal works for sales, management and marketing. Create, send, track and manage customized proposals or marketing packages, track how long and what prospects viewed with our proposal application.
BEST FEATURE: Proposal generation package can include office files, video, templates, pricing tools, CRM integration and eSignature approval.
PRICING: For both BSCAI members and non-members, see vendor for details. 


ConnectWise Sell is a quote and proposal automation solution. ConnectWise Sell works with defined, standardized input templates to start the proposal process, with tools for automated pricing. Interactive quotes can be delivered to customers via a secure URL that can include videos for promoting products and services.
BEST FEATURE: Built-in e-signature tool makes customer approval easier.
PRICING: See vendor for details.


Qwilr is a sales enablement tool that automates the process of creating proposals. It includes a template library for updating old decks and PDFs for more professional communications. Qwilr also includes blocks designed to make it easy to re-use your best work and to stay on brand.
Teams can use Quote Block to give clients a quote that’s flexible, interactive and adaptable to their needs.
PRICING: Paid packages start at $29. The enterprise package with 10 seats included is $3,000 per year.