---
description: Compare the best Proposal Management Software in Canada. Capterra offers software reviews from verified users, pricing, and features. Find the top rated software for your business.
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title: Proposal Management Software - Prices & Reviews - Capterra Canada 2026
---

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# Proposal Management Software

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> Proposal Management software helps companies manage the proposal and RFP process.

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## Products

1. [Loopio](https://www.capterra.ca/software/133042/loopio) — 4.6/5 (74 reviews) — Loopio’s proposal management software helps companies streamline their response process for RFPs, DDQs and Security Questionnaires.
2. [Expedience Proposal Software](https://www.capterra.ca/software/141108/expedience-software-suite) — 4.8/5 (27 reviews) — Expedience automates proposals, SOWs, RFPs, right in Word\! Leverages the best of Microsoft 365: Excel data, collaboration, Copilot AI.
3. [DocHipo](https://www.capterra.ca/software/1018456/dochipo) — 4.9/5 (19 reviews) — Create on-brand proposals, presentations, posts, videos, and ads in minutes. Built for brands, creators, and sales teams.
4. [Catapult](https://www.capterra.ca/software/1011451/catapult) — 4.6/5 (15 reviews) — Catapult is an industry-agnostic Proposal Management SaaS that provides businesses with tools to create \& respond to RFP opportunities
5. [R3 WinCenter](https://www.capterra.ca/software/143861/r3-wincenter) — 4.8/5 (4 reviews) — R3's WinCenter Software for Federal Government Contractors is a comprehensive system for Opportunity Pipeline Management.
6. [Method Proposals](https://www.capterra.ca/software/1079288/Method-Proposals) (0 reviews) — Method:Proposals centralizes proposals, engagement letters, billing, and CRM into one platform.
7. [Twenty5](https://www.capterra.ca/software/1032752/twenty5) — 5.0/5 (2 reviews) — Cloud-based platform that assists businesses running SAP ERP with bids, proposals, pricing, cost estimating and more.
8. [Proposify](https://www.capterra.ca/software/133332/proposify) — 4.4/5 (299 reviews) — Proposify is a cloud-based proposal management tool that helps businesses create, send, and close proposals on a unified interface.
9. [SmartDocs](https://www.capterra.ca/software/143966/smartdocs-for-microsoft-word) — 4.7/5 (154 reviews) — SmartDocs transforms Microsoft Word into an easy proposal creation tool. Improve productivity from Day 1. Powerful yet easy-to-use.
10. [QuoteWerks](https://www.capterra.ca/software/135691/quotewerks) — 4.6/5 (192 reviews) — QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process.
11. [Docusign](https://www.capterra.ca/software/121506/Docusign) — 4.7/5 (9504 reviews) — DocuSign is an e-signature and agreement management software that helps organizations create, commit to, and manage agreements.
12. [TaxDome](https://www.capterra.ca/software/186749/taxdome) — 4.7/5 (3625 reviews) — A powerful platform for tax, accounting and bookkeeping firms. Perfect for scaling your business and growing your customer base.
13. [Jotform](https://www.capterra.ca/software/158456/jotform-4-0) — 4.7/5 (2927 reviews) — End-to-end automated proposal management, made easy with Jotform Enterprise
14. [PandaDoc](https://www.capterra.ca/software/131735/pandadoc) — 4.5/5 (1260 reviews) — PandaDoc is an all-in-one tool to create, edit, send, track, and eSign Proposals and other business documents quickly and easily.
15. [HoneyBook](https://www.capterra.ca/software/162588/honeybook) — 4.7/5 (691 reviews) — Everything you need to manage projects: pipeline, proposals, contracts, payments, and more. Start your 7 day free trial today.
16. [Ploomes CRM](https://www.capterra.ca/software/207290/ploomes) — 4.9/5 (442 reviews) — Create, send, and track proposals in one platform. Ploomes automates approvals, ensures accuracy, and helps teams close deals faster.
17. [Sage 100](https://www.capterra.ca/software/156947/sage-100cloud) — 4.1/5 (413 reviews) — Enterprise resource planning solution that helps small and mid-sized businesses automate financial operations and payroll processes.
18. [Qwilr](https://www.capterra.ca/software/143254/qwilr) — 4.6/5 (385 reviews) — Cloud-based proposal and quoting tool for sales teams with e-signatures, interactive pricing, buyer analytics, and payment collection.
19. [Agiled](https://www.capterra.ca/software/206203/agiled) — 4.7/5 (350 reviews) — Agiled is an all-in-one software that helps small businesses manage CRM, finance, projects, and documents in one integrated platform.
20. [Jotform Sign](https://www.capterra.ca/software/1058643/jotform-sign) — 4.8/5 (216 reviews) — End-to-end automated proposal management, made easy with Jotform Enterprise
21. [RELAYTO AI](https://www.capterra.ca/software/217021/relayto) — 4.8/5 (203 reviews) — Cloud-based platform that converts PDFs, PowerPoint, and Word files into interactive digital content with analytics.
22. [SalesRabbit](https://www.capterra.ca/software/157329/sales-rabbit) — 4.2/5 (191 reviews) — The all-in-one field sales platform trusted by 85,000+ pros in roofing, solar, telecom, security, pest control, HVAC, and more.
23. [Responsive, formerly RFPIO](https://www.capterra.ca/software/148054/Responsive) — 4.5/5 (190 reviews) — Responsive helps teams create tailored, on-brand proposals fast with AI drafts, governed content reuse, and seamless collaboration.
24. [ClientPoint](https://www.capterra.ca/software/120209/clientpoint) — 4.6/5 (167 reviews) — Top customized proposal/doc creation, automation, e-sign \& payment platform with collaborative team, prospect \& customer workspaces.
25. [Better Proposals](https://www.capterra.ca/software/153794/better-proposals) — 4.8/5 (167 reviews) — Impress clients and win their business Better Proposals makes it easy with 250+ templates, eSignatures, payments and advanced tracking

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## Related Categories

- [Digital Signature Software](https://www.capterra.ca/directory/30739/digital-signature/software)
- [Contract Management Software](https://www.capterra.ca/directory/30078/contract-management/software)
- [RFP Software](https://www.capterra.ca/directory/31555/rfp/software)
- [Document Generation Software](https://www.capterra.ca/directory/31576/document-generation/software)
- [Sales Enablement Software](https://www.capterra.ca/directory/30798/sales-enablement/software)

## Links

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Join 50,000 businesses that automate proposals, speed up the pipeline, and win more deals!","image":"https://images.g2crowd.com/uploads/product/image/c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png","url":"https://www.capterra.ca/software/131735/pandadoc","@type":"ListItem"},{"name":"HoneyBook","position":15,"description":"Proposal management software for independent professionals—that's HoneyBook.\n\nHoneyBook makes it easy to book more clients, manage projects, and get paid all in one place.\n\nWith proposals, invoices, contracts, payments, and scheduling at your fingertips, you have everything you need to give clients a great experience.\n\nStart your 7 day free trial today.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8c70159d-32c2-43c6-87a7-f1f66d5d622b.png","url":"https://www.capterra.ca/software/162588/honeybook","@type":"ListItem"},{"name":"Ploomes CRM","position":16,"description":"Ploomes simplifies proposal management by automating document creation, approval, and tracking. Sales teams can generate professional proposals directly from CRM data using customizable templates, reducing manual work and ensuring accuracy in pricing and product details. Managers gain full visibility into proposal status and performance metrics, while automated workflows accelerate reviews and approvals. Integrated with ERPs, email, and e-signature tools, Ploomes connects proposals to the entire sales process—helping businesses standardize communication, close deals faster, and deliver a better buying experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/de5b68f2-f3df-4f86-9ecf-2b26949e9ab7.png","url":"https://www.capterra.ca/software/207290/ploomes","@type":"ListItem"},{"name":"Sage 100","position":17,"description":"Sage 100 is an ERP solution designed to streamline business operations with integrated tools for financial management, distribution, and manufacturing. It includes general ledger, accounts payable, accounts receivable, and bank reconciliation for robust financial control. Payroll automation ensures accurate tax updates and deduction calculations while safeguarding sensitive data.\n\nThe reporting suite features crystal reports and Sage intelligence reporting for actionable insights. Sage 100 supports distribution operations from purchasing to sales and offers manufacturing tools for real-time visibility to boost productivity. Supply chain intelligence integrates financial and inventory data for better capital management. Customization is possible through Microsoft Office Link and Custom Office, while the paperless office feature enhances efficiency and reduces environmental impact. Scalable and reliable, Sage 100 adapts to business growth while ensuring compliance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2c74acc4-2ca0-4dbe-9870-1216e0dba010.jpeg","url":"https://www.capterra.ca/software/156947/sage-100cloud","@type":"ListItem"},{"name":"Qwilr","position":18,"description":"Qwilr is a cloud-based proposal and quoting platform that lets sales teams create, send, and track proposals as interactive web pages instead of static documents. Proposals are shared via a live link and can be updated after sending without needing to resend.\n\nTeams use Qwilr to build branded proposals, quotes, and contracts using reusable content libraries and templates. CRM integrations with HubSpot, Salesforce, Dynamics, Zoho, and Pipedrive auto-populate deal and contact data, reducing manual entry. Built-in e-signatures, interactive pricing, and payment collection via Stripe are included in one platform.\n\nBuyer engagement analytics show who viewed a proposal, which sections received attention, and how long viewers spent on each part. Real-time notifications alert reps when a page is viewed, accepted, or goes quiet.","image":"https://images.g2crowd.com/uploads/product/image/2f5833ae3e3fa56504b149eb75f00981/qwilr.png","url":"https://www.capterra.ca/software/143254/qwilr","@type":"ListItem"},{"name":"Agiled","position":19,"description":"Agiled is an all-in-one business management software that helps users manage CRM, projects, documents, finance, and more from one centralized platform. The software offers contact management, deal tracking, invoicing, contract building, task management, and automation workflows to streamline business operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b49fc8e8-9267-4c6f-93e1-27bfd97995cc.png","url":"https://www.capterra.ca/software/206203/agiled","@type":"ListItem"},{"name":"Jotform Sign","position":20,"description":"End-to-end proposal management, all in one platform. Supercharge your proposal processes with Jotform Enterprise. Choose from hundreds of templates, and create and deploy proposals in minutes. Leverage Jotform Sign and Approvals to collect e-signatures and automatically route proposals to relevant parties, easily tracking progress every step of the way. Ensure your team is in the loop with Jotform Teams workspaces, where you can organize team assets like proposal documents, PDFs, and forms.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/63ac9f21-3ad4-4765-aa96-7f58c0ff7fe7.jpeg","url":"https://www.capterra.ca/software/1058643/jotform-sign","@type":"ListItem"},{"name":"RELAYTO AI","position":21,"description":"RELAYTO is a cloud-based content experience platform that converts static documents, such as PDFs and PowerPoint files, into interactive, web-based experiences. Teams use RELAYTO to publish proposals, reports, and presentations that viewers can explore through clickable menus, embedded media, and branded layouts.\n\nBusinesses benefit from built-in analytics that track how recipients engage with shared content, showing which pages were viewed and for how long. Core features include a drag-and-drop editor, customizable templates, content sharing controls, and integrations with common workplace tools.\n\nRELAYTO is best suited for marketing, sales, and communications teams at small to midsize businesses across industries such as consulting, financial services, and technology.","image":"https://images.g2crowd.com/uploads/product/image/fddf871a96db451d51ea22ff6a0dd213/relayto-ai.png","url":"https://www.capterra.ca/software/217021/relayto","@type":"ListItem"},{"name":"SalesRabbit","position":22,"description":"SalesRabbit is the all-in-one field sales platform trusted by 85,000+ professionals. Built for door-to-door and canvassing teams in roofing, solar, telecom, security, pest control, HVAC, and beyond.\n\nCanvassing & Territory Management: assign, track, and rate areas in real time. DataGrid AI uses machine learning to score homes by buyer propensity, so reps prioritize the best doors. Amplify drives performance with gamification, leaderboards, and coaching — customers report 107% gains. Scheduler handles team appointments with Google and Outlook sync. Digital Contracts lets reps build custom forms and capture e-signatures in the field. Weather overlays surface storm-damaged homes with Verisk-powered forensic reports. Mover Leads identifies new homeowners in target ZIP codes before competitors arrive.\n\nIntegrates with Salesforce, JobNimbus, AccuLynx, PestPac, Zapier, and 60+ tools. Includes dedicated CSMs, custom onboarding, and in-person training.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dea15056-10ef-4357-80c1-91ee5d393631.png","url":"https://www.capterra.ca/software/157329/sales-rabbit","@type":"ListItem"},{"name":"Responsive, formerly RFPIO","position":23,"description":"Responsive gives proposal teams a faster path from intake to a polished, winning deliverable. Start with AI-generated first drafts grounded in your curated Content Library, then refine with built-in reviews, SME workflows, and submission-ready formatting. Proposal Builder, Guided Projects, and role-based access ensure consistency, while governance tools maintain accurate, cited, and compliant source content.\n\nResponsive centralizes reusable narratives, proof points, and visuals, so writers, sales, legal, and subject matter experts can collaborate without version sprawl. Integrations with Microsoft 365 and Google Workspace enable users to work where they already are, and analytics reveal which content performs, which pursuits deserve focus, and how proposal work impacts the pipeline. Responsive is the SRM platform teams choose to personalize at scale, reduce rework, and raise win rates, all while maintaining trust, quality, and brand clarity.","image":"https://images.g2crowd.com/uploads/product/image/02a3248f5f1fb2d64d51c21a5804217d/responsive-formerly-rfpio.png","url":"https://www.capterra.ca/software/148054/Responsive","@type":"ListItem"},{"name":"ClientPoint","position":24,"description":"Fully customized ClientPoint Enterprise platform for all industries, revolutionizes proposal creation, automation and business relationship workspaces for each of your prospects, customers and partners, where you can share documents, e-sign,  schedule, message, and video conference, all in one secure place. Propose & close deals faster, serve and grow clients better, and transform your most valuable business relationships. \n\nIntegrate your CRM and other tools, or use ClientPoint end point solutions to save on your tech stack. \n\nClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Easily update all your partners in one step on a Content Management Platform that levels up how you feature your products and your partner solution. \n\nPricing varies depending on your company's needs, branding, and customization. \n\nFor solopreneurs and basic users, there is a free ClientPoint.me platform","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5cee1af-6506-4bb3-ae4a-eb6a66d4fd0f.png","url":"https://www.capterra.ca/software/120209/clientpoint","@type":"ListItem"},{"name":"Better Proposals","position":25,"description":"Better Proposals is the proposal software that empowers marketing agencies, freelancers, and sales professionals to win more business. Impress clients at first sight with 250+ professionally designed templates. With mobile-friendly web-based documents, proposals can feature videos, images, eSignatures, and even secure payments.\n\nSave hours with reusable templates and promote team collaboration with one central hub for all your sales documents. Integrate with 50+ tools like HubSpot, Salesforce, Stripe, and PayPal. Track proposal performance to identify winning strategies, and never miss a deal with real-time notifications.\n\nBetter Proposals is more than just proposal software - it's a faster, more effective sales process. Start your free trial today and see why we're the secret weapon of top-performing sales teams.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/88bdd72e-6cff-49c2-a488-b5d25a62912e.png","url":"https://www.capterra.ca/software/153794/better-proposals","@type":"ListItem"}],"numberOfItems":25}
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