Boost Your Business with the Best Proposal Software for Small Businesses


When small businesses use proposal software, they experience a significant increase in win rates of 42%!

Importance of Proposals for Small Businesses

As a small business owner, you understand proposals’ critical role in securing new clients and driving revenue growth. Proposals are essential for building lasting customer relationships by showcasing your expertise, services, and the unique value you provide.

A well-crafted proposal can make or break a deal in a competitive market.

Practical proposals demonstrate your capabilities, convey your understanding of the client’s needs, and demonstrate your ability to deliver tailored solutions. Position your small business as a trusted partner capable of exceeding client expectations.

High-quality proposals are essential for small business success despite being time-consuming and resource-intensive.

What is Proposal Software?

Proposal software is a specialised tool designed to streamline the proposal creation, enabling small businesses to deliver professional, customised proposals more efficiently.

These software solutions provide features that simplify the entire proposal lifecycle, from initial client engagement to final submission and beyond.

Small businesses can use proposal software to create visually appealing, content-rich proposals that stand out.

These tools often include pre-built templates, content libraries, and collaborative features that empower your team to work seamlessly.

Benefits of Using Proposal Software for Small Businesses

Proposal software significantly benefits businesses by improving efficiency, enhancing professionalism, and boosting win rates. Here are some key statistics and insights on how proposal software enhances business operations:

Increased Win Rates

On average, organisations using proposal software see a win rate of around 44%.

Enterprise companies have even higher win rates, at 46%, while small companies achieve a win rate of 42%​ (Loopio).

Enhanced Efficiency and Productivity

Proposal software streamlines the creation process, reducing the time spent on manual tasks. This leads to higher productivity among proposal writers and sales teams. Automated tools eliminate the need for repetitive content creation and ensure consistency and accuracy across proposals​ (AI RFP & Proposal Automation).

Improved Proposal Quality and Professionalism

Automating the proposal process helps eliminate errors and inconsistencies, enhancing proposals’ overall quality and professionalism. This, in turn, increases the likelihood of winning bids and improves the company’s reputation​ (AI RFP & Proposal Automation).

Faster Turnaround Times

Proposal software enables real-time updates and faster submissions, which is crucial for meeting tight deadlines and responding promptly to client feedback. This agility can significantly improve client satisfaction and conversion rates.

Better Tracking and Insights

Proposal software provides metrics and analytics that offer insights into client engagement. Sales teams can see which parts of the proposal are being reviewed most and follow up accordingly. This data-driven approach helps refine and tailor future proposals to client needs.

Increased Revenue

Companies can potentially increase their revenue by enabling more efficient proposal creation and increasing the number of proposals sent. Sales teams can focus on generating leads and closing deals rather than getting stuck in the proposal creation process.

Scalability and Team Collaboration

Proposal software supports better collaboration among team members and across departments. It’s a central platform for easy access to content, templates, and data, helping teams work together more effectively.

Integrated proposal software can improve win rates, revenue, efficiency, and professionalism.

Features to Look for in the Best Proposal Software

When evaluating proposal software solutions for your small business, it’s essential to consider the following key features:

1. Template Library

A comprehensive library of pre-built, customisable templates that cater to various industries and proposal types. Which also matches the branding of your business.

2. Content Management

The ability to store and easily access a centralised library of reusable content, such as boilerplate text, images, and graphics.

3. Collaboration Tools

Enable your team to work together on proposals in real-time.

4. Proposal Automation

Automated processes that streamline tasks such as:

  • Following up with proposals
  • Sending reminders
  • Scheduling reviews

5. Integration Capabilities

The ability to seamlessly integrate with other business tools, such as CRM systems, project management software,accounting packages and document storage platforms.

Or better still, finding a document management system incorporating the proposal software in one.

6. Mobile Accessibility

The option to access and work on proposals from any device, ensuring your team can stay productive on the go.

7. Electronic Signature Support

The integration of e-signature functionality to streamline the final approval and signing process. See here for more information on e-signature support in digital document software.

How to do an e signature

Online Proposal Software

Many small businesses use cloud-based proposal software solutions to streamline their proposal management processes. These web-based tools offer a range of benefits, including:

  • Accessibility: Online proposal software can be accessed from any device, allowing your team to collaborate on proposals from anywhere.
  • Scalability: Cloud-based solutions can easily accommodate the growing needs of your small business.
  • Automatic Updates: The provider updates and maintains online proposal software, ensuring access to the latest features and security enhancements.

Data Security:

Reputable online proposal software providers often implement robust data security measures, safeguarding your sensitive client information and proposal content.


Cloud-based solutions typically offer more affordable subscription-based pricing models, making them accessible to small businesses with limited budgets.

Top Proposal Software for Small Businesses

When it comes to the best proposal software for small businesses, several leading solutions stand out:

1. DocFlite

A cloud-based proposal software that offers a user-friendly interface, customisable templates, and powerful collaboration features. DocFlite integrates with popular CRM and accountancy platforms, making it a versatile choice for businesses of all sizes. It’s a great document management tool that can handle all your digital document needs in one.

From proposals, quotations, invoicing, contracts, policies, estimates, contact forms and stock  request portals.

DocFlite allows you to have a centralised document management tool to manage all your organisational tasks in one place.

Key features include:

  • Custom branding
  • E-signatures
  • Tracking: heatmaps and mouse-clicking
  • Analytics
  • Form capturing
  • Automated  document creation and sending
  • Centralised repository
  • Integrations:  HubSpot, Sales Force, Xero, Sage, Pipedrive, Quickbooks
  • Hands-off set-up (DocFlite can set up) your account includes adding documents and creating bespoke workflows.
  • Content Library
  • Custom Fields and Variables: Personalise proposals with dynamic data.

2. Proposify

A comprehensive proposal software that streamlines the proposal process, from creating visually appealing proposals to collecting electronic signatures. Proposify’s intuitive dashboard and real-time collaboration tools make it a popular choice among small businesses.

Key features include:

  • Proposal Automation
  • Contract Management
  • Electronic Signatures
  • Integrations: Salesforce, HubSpot, Stripe, and Zapier.
  • Custom Fields and Variables: Personalise proposals with dynamic data.

3. Qwilr

A proposal software that combines the power of web pages with the functionality of traditional proposals. Qwilr’s sleek design and interactive features help small businesses create engaging, mobile-responsive proposals.

Key features include:

  • Proposals
  • E-signatures and Payments
  • Analytics
  • Automation
  • Integrations: Salesforce, HubSpot, Zoho, and QuickBooks.
  • Content Library: Access reusable templates and content blocks.

4. Nusii

A focused proposal software solution that excels in creating visually stunning, customisable proposals. Nusii’s streamlined workflow and content management features make it an attractive option for small businesses with limited resources.

Key features include:

  • Custom Branding
  • Proposal Notifications
  • Reusable Content
  • E-signatures
  • Analytics
  • Integrations: Zapier and Slack.
  • Content Library
  • API Access: Custom integrations via API.

How to Choose the Right Proposal Software for Your Small Business

When selecting the best proposal software for your small business, consider the following factors:

  1. Ease of Use: Look for a user-friendly interface and intuitive navigation solution. This will allow your team to adapt and quickly create proposals with minimal training.
  2. Feature Set: Evaluate the software’s capabilities, ensuring they align with your proposal needs, such as collaboration, content management, and analytics.
  3. Integration Capabilities: To streamline your workflow, assess the software’s ability to integrate with your existing business tools, such as CRM systems, accounting packages and document storage platforms.
  4. Scalability: Consider a solution that can grow with your small business, offering the flexibility to accommodate increasing proposal volumes and team size.
  5. Customer Support: Prioritise proposal software providers that offer responsive and knowledgeable customer support, ensuring you can quickly resolve any issues.
  6. Pricing and Value: Analyse the software’s pricing structure, weighing the features and benefits against your budget to ensure you get the best value for your investment.

By carefully evaluating these factors, you can select the proposal software that best suits your small business’s unique needs and helps you achieve your proposal-related goals.

Tips for Effectively Using Proposal Software

To maximise the benefits of proposal software for your small business, consider the following best practices:

  1. Establish Standardized Processes: Develop clear guidelines and workflows for your team to ensure consistent proposal creation and submission.
  2. Leverage Content Libraries: Utilise the software’s content management features to build a centralised library of reusable content, such as boilerplate text, images, and graphics.
  3. Foster Collaboration: Encourage your team to collaborate on proposals actively, leveraging the software’s real-time editing and approval features.
  4. Analyse Performance Data: Review the software’s reporting and analytics regularly to identify areas for improvement and optimise your proposal strategies.
  5. Continuously Refine: Review and update your proposal templates, content, and processes regularly to ensure they remain relevant and effective in a constantly evolving market.
  6. Provide Training: Invest in training your team on the proposal software’s features and functionalities to maximise their productivity and efficiency.

By following these tips, you can ensure that your small business fully capitalises on the capabilities of your chosen proposal software, driving increased win rates and long-term growth.

Alternatives to Proposal Software for Small Businesses

While proposal software offers a comprehensive solution for small businesses, there are alternative approaches to consider for proposal management:

  1. Manual Proposal Creation: Some small businesses prefer to create proposals using standard office productivity tools like Microsoft Word or Google Docs. This approach suits small-scale, less complex proposals; however, dedicated proposal software may require more efficiency and professional polish.
  2. Outsourcing Proposal Creation: Small businesses can outsource their proposal creation to specialised agencies or freelance professionals. Outsourcing proposal development can be convenient for companies with limited internal resources, but it may come at a higher cost and reduce control over the process.
  3. Hybrid Approach: A combination of proposal software and manual processes can also be effective, particularly for small businesses with varying proposal requirements. This approach allows you to use the software’s capabilities for complex proposals while keeping flexibility for simpler ones.

Choosing between proposal software or alternative methods depends on your small business’s specific needs, resources, and proposal management requirements. Carefully evaluate the pros and cons of each option to determine the best fit for your organisation.

Conclusion- Best Proposal Software

Creating and delivering high-quality proposals can make a big difference for small businesses in today’s business world. Proposal software can improve your proposal process and increase your chance of securing contracts.

Explore DocFlite, the leading proposal software for small businesses, and improve your proposal game.

Visit Docflite. 


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