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Proposal Management Software with Price/Margin Management (2026)

Last updated: April 2026

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38 software options

PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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Accelerate deals by simplifying the process to generate, negotiate, and eSign professional proposals.

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QuoteWerks logo

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

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QuoteWerks CPQ automates the sales process creating Quotes and Proposals integrating with CRM and Accounting Solutions. Know when quotes are viewed & e-Signed

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Twenty5 logo

SAP add-on for intelligent project or proposal pricing

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SAP spotlighted add-on for intelligent project and proposal pricing and cost estimating, to help you win more bids at better margins through more accurate cost estimates

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PSQuote logo

Professional Services Quoting for Salesforce and PSA

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PSQuote is a cloud-based services quoting software for PSA and Salesforce that was specifically built for sales teams to be able to quote services based exactly on how they deliver. Create Professional Services Quotes in Salesforce from an Opportunity using discounts, resource roles, delivery schedules, rate cards, support for contractors, packaged offerings, and more.

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Quotient logo

Online Quoting and Proposal Software

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Quotient's dashboard offers a single place to create quotes and track all quote activity. Create detailed, complex, multi-item proposals and track opens/clicks.

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ScopeStack logo

CPQ automation tool for IT service providers

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ScopeStack is a cloud-based sales automation tool designed to help IT service providers adjust and set up pricing and create statement of work (SOW) for clients. Features include project pipeline management, workflow approval, pricing calculator, team collaboration, audit history & version control.

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Dextara CPQ logo

CPQ solution

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Dextara CPQ is a 100% Salesforce native platform. A high performance CPQ that supports complex product configuration and pricing software. Dextara CPQ drives profitable sales with efficient pricing and accurate quoting.

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SCOPE Better logo

Cloud-based CPQ platform

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SCOPE Better is a cloud-based CPQ platform designed for Professional Services businesses. Collaboration and approval are facilitated through the platform, allowing the right people to come together and work on scopes of work seamlessly. With version control and approval workflows, unnecessary complexity and errors are reduced, saving time, streamlining workflows, and enabling faster deal closure.

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Silvasoft logo

Online booking and invoicing solution

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Silvasoft is an accounting solution, designed to help businesses in the Netherlands and Belgium manage bookkeeping and invoicing. It also offers support for business management, with tools such as time registration, inventory tracking, personnel management, project management, agenda & a CRM tool.

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Infor CPQ logo

CPQ platform with visual quoting & dynamic pricing.

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Infor CPQ is tailor-made for the business of tailor-made products. The configure price quote tool provides a platform with visual quoting and dynamic pricing capabilities to help manufacturers, distributors, and sales teams streamline complex product sales.

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Flexbilling logo

Salesforce Addon Flexbilling with CPQ and billing functions

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Flex billing is a Salesforce addon that provides users with CPQ and billing functions. The software solution is 100% based on Salesforce and easy to setup.

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TimO logo

The modular Project-ERP Business Suite

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Digitize your processes from time tracking and resource planning to invoicing – flexible, secure, and 100% made in Germany.

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LEEGOO BUILDER logo

Efficient proposal preparation for complex products

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The CPQ software LEEGOO BUILDER supports you in product configuration, calculation and proposal preparation. The flexibly adaptable standard software is primarily designed to meet the requirements of mechanical engineering, special machinery and plant engineering.

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ApModulus logo

Quote fast, sell faster!

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ApModulus is a multiplatform web solution to generate quotes fast and easy in any device and any place. You can follow up timely with your prospects so your sales fire up.

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Quote Manager CPQ logo

Simplify your Quoting Process by using Quote to Cash

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Quote Manager is a cloud-based and on-premise software that is native to Dynamics 365. This allows your sales team to create and send professionally branded quotes from Dynamics 365 in a few minutes.

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INFast logo

For entrepreneurs who manage their own invoicing

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INFast is a cloud-based software designed to help businesses generate invoices, create financial documents and streamline other accounting processes.

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Cacheflow logo

Deal-closing platform that automates quote to close

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Cacheflow is a cloud-based deal-closing solution that helps streamline the quote-to-close process. Users can create proposals including usage-based pricing.

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Ploomes CRM logo

CRM platform that automates sales and business workflows

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Ploomes automates proposal creation and management, allowing teams to generate quotes, contracts, and documents directly from CRM data. With templates, approval flows, and e-signature integrations, companies reduce errors and close deals faster. Available from $22/user/month.

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Apropo logo

Project estimation tool for software agencies

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The AI-powered estimation platform designed for Software Agencies. Replace spreadsheets with a standardized workflow. Includes component libraries, directional Jira synchronization, and real-time collaboration to streamline pre-sales and secure project delivery margins.

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DealHub logo

Agentic Quote-to-Revenue platform for enterprises

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Send Business Proposals with Confidence

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WorkRails logo

Professional services automation platform

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WorkRails helps businesses streamline operations across sales, professional services, and their clients. The platform normalizes service offerings, adds governance, and collects insights.

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QuoteCloud logo

QuoteCloud: Where Quotes Soar, Business Thrives!

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Supercharge your business with QuoteCloud – the ultimate solution for effortless quoting, unlimited document creation, eSignatures, and more. Elevate your sales process and conquer the competition with QuoteCloud today!

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Sculptor CPQ logo

All-in-one CPQ solution for Salesforce Lightning

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Sculptor CPQ is an intuitive all-in-one CPQ solution for Salesforce Lightning. No coding skills required to set up pricing rules and create bundles. Everything is built to simplify a sales rep work without intensive learning of Sculptor interface.

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bit2win CPQ logo

Automate config, quote, orders, sales & marketing processes.

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Bit2win CPQ enables sales and marketing organizations to automate and optimize quote creation and orders capture. Built natively on Salesforce Bit2win is now also supporting other CRM systems and is cross Cloud platform solution.

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SalesRun logo

CPQ software for manufacturers to automate quotes

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Automated generation of branded, customer-facing proposals. The system dynamically pulls configuration data, technical specs, and governed pricing into professional templates, ensuring every document is polished and accurate before delivery.

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