We are independent & ad-supported. We may earn a commission for purchases made through our links.
Advertiser Disclosure
Our website is an independent, advertising-supported platform. We provide our content free of charge to our readers, and to keep it that way, we rely on revenue generated through advertisements and affiliate partnerships. This means that when you click on certain links on our site and make a purchase, we may earn a commission. Learn more.
How We Make Money
We sustain our operations through affiliate commissions and advertising. If you click on an affiliate link and make a purchase, we may receive a commission from the merchant at no additional cost to you. We also display advertisements on our website, which help generate revenue to support our work and keep our content free for readers. Our editorial team operates independently of our advertising and affiliate partnerships to ensure that our content remains unbiased and focused on providing you with the best information and recommendations based on thorough research and honest evaluations. To remain transparent, we’ve provided a list of our current affiliate partners here.
Software

Our Promise to you

Founded in 2002, our company has been a trusted resource for readers seeking informative and engaging content. Our dedication to quality remains unwavering—and will never change. We follow a strict editorial policy, ensuring that our content is authored by highly qualified professionals and edited by subject matter experts. This guarantees that everything we publish is objective, accurate, and trustworthy.

Over the years, we've refined our approach to cover a wide range of topics, providing readers with reliable and practical advice to enhance their knowledge and skills. That's why millions of readers turn to us each year. Join us in celebrating the joy of learning, guided by standards you can trust.

How do I Choose the Best Proposal Software?

By A. Rohlandt
Updated: May 16, 2024

When choosing proposal software there are a few factors to consider: your needs and requirements, the kind of data and content you want to incorporate into your reports, whether there are custom templates, and if the software will allow you to do custom branding. Other features to look for are consistent content, data storage, and the option to either print the proposals or create data files. The best proposal software will suit your needs and offer some, if not all, of these features.

Consider the format that you use when compiling proposals. If you have clients with unique specifications or if you have to deliver proposals in specific formats, a software package with variable formats is a good option. The best software package should allow you to alter templates, adding, editing, or removing text when needed.

The best proposal software packages will allow you to use figures as well. This is especially important when detailed pricing information, calculations, or configurations are needed in a proposal. A good proposal software package should allow entry of information such as pricing tables or allow that information to be imported.

Branding can be important when creating proposals, and a good proposal software package will include this option. If different individuals in your company create proposals you may also want to ensure that all proposals are consistent in style. Consistency helps create a company image, and being able to custom brand your proposals can foster the impression of professionalism.

Some proposal software packages function as software as a service. Software of this kind offers access to users via the Internet. This type of proposal software prevents information from being stored on a local computer, and helps maintain consistency of data for all users. Data consistency is very important when collaborating, and having immediate access to data updates will ensure that up-to -date information is available for each user.

A good proposal program will allow you to keep track of any changes made to the documents. This feature can save a lot of time when a salesperson leaves the company, or is replaced by someone new. If proposals are stored on the system it allows others to view the the different versions and take over the account.

EasyTechJunkie is dedicated to providing accurate and trustworthy information. We carefully select reputable sources and employ a rigorous fact-checking process to maintain the highest standards. To learn more about our commitment to accuracy, read our editorial process.
Discussion Comments
Share
EasyTechJunkie, in your inbox

Our latest articles, guides, and more, delivered daily.

EasyTechJunkie, in your inbox

Our latest articles, guides, and more, delivered daily.