7 Best Proposal Software for Accountants to Close New Deals

While Google Docs and Word let you describe your services, they lack easy editing, dynamic features, and analytics to track prospect engagement.
For a growing firm, dedicated proposal software will help you generate professional-looking sales documents that set the right impression with prospects, and offer convenient tools to draft and personalize proposals efficiently.
To help you compare the most popular tools against each other, below, we’ve highlighted the top features they offer, including:
- Pre-made proposal templates
- Custom branded proposals
- e-Signatures
- Interactive proposal elements
- Engagement notifications
- Follow-up workflows
- Collaboration features
- Automated personalization
- Reporting/audit trails
- Invoicing
- Payment processing/gateway
- CRM integration
- Controlled editing permissions
1. Proposify
Proposify is an online platform where teams can build, manage, send, and sign professional sales documents and proposals.
Users can create custom proposals using easy-to-use drag-and-drop templates. Additionally, teams are able to set up a content library of reusable, pre-approved documents to keep branding and messaging consistent and easily accessible for a more consistent sales process.
Main Features
Pre-Made Proposal Templates | ✅ |
Custom Branded Proposals | ✅ |
e-Signatures | ✅ |
Interactive Proposal Elements | ✅ |
Engagement Notifications | ✅ |
Follow-up Workflows | ✅ |
Collaboration Features | ✅ |
Automated Personalization | ✅ |
Reporting/Audit Trail | ✅ |
Invoicing | ❌ |
Payment Processing/Gateway | ✅ |
CRM Integration | ✅ |
Controlled Editing Permissions | ✅* |
* Only available with Business plan
Pros
- Affordable plan for sole proprietors
- Ability to embed photos and videos in proposals
- Unlimited sends for Team and Business plans
Cons
- Phone support only available for the highest-tier plan
- Users report limited customizability compared to other tools
Free Trial
14-day free trial (not available for Business Plan)
Pricing
Team plans start at $41 per user per month, billed annually (also available with quarterly billing at $49 per user per month).
Best Suited For
Sole operators or small teams looking to speed up proposal creation and delivery and gain access to key metrics that show how prospects interact with the document.
2. PandaDoc
PandaDoc is an online proposal software that helps teams manage the entire sales cycle, from creating and sending the proposal to collecting e-signatures and accepting the first payment.
PandaDoc’s Business and Enterprise plans offer automated personalization, letting users create customized proposals with smart content blocks for each prospect.
Main Features
Pre-Made Proposal Templates | ✅ |
Custom Branded Proposals | ✅* |
e-Signatures | ✅ |
Interactive Proposal Elements | ✅* |
Engagement Notifications | ✅ |
Follow-up Workflows | ✅* |
Collaboration Features | ✅ |
Automated Personalization | ✅* |
Reporting/Audit Trail | ✅ |
Invoicing | ❌ |
Payment Processing/Gateway | ✅* |
CRM Integration | ✅* |
Controlled Editing Permissions | ✅** |
* Not available in the Starter plan
** Only included in Enterprise plan; available as an add-on to the Business plan
Pros
- No seat limits on any plans
- Per-document pricing available for teams who send few proposals
Cons
- Starter plan supports large teams but offers limited features
- Some users report lagging and freezing, particularly with large documents
Free Trial
14-day free trial (only includes Starter plan features)
Pricing
Plans start at $19 per user per month, with annual billing (monthly pricing available at $35 per user).
Best Suited For
Teams that are looking for a quicker, more convenient way to generate and send personalized proposals to individual prospects.
3. Better Proposals
Better Proposals is an easy-to-use, straightforward solution for creating and managing proposals and other sales documents.
The platform includes core features like an intuitive editor, advanced customization, detailed tracking, and automated follow-ups to reduce the hands-on time spent on the sales process.
Firms may also like Better Proposals’ built-in client onboarding wizard that can streamline the setup process after prospects agree to and sign the proposal.
Main Features
Pre-Made Proposal Templates | ✅ |
Custom Branded Proposals | ✅ |
e-Signatures | ✅ |
Interactive Proposal Elements | ✅ |
Engagement Notifications | ✅ |
Follow-up Workflows | ✅ |
Collaboration Features | ✅* |
Automated Personalization | ✅ |
Reporting/Audit Trail | ✅ |
Invoicing | ❌ |
Payment Processing/Gateway | ✅ |
CRM Integration | ✅ |
Controlled Editing Permissions | ✅* |
* Only in Enterprise plan
Pros
- Personalized onboarding call for all team plans
- Affordable plans
Cons
- Unlimited sends only in highest-tier plan
- Limited collaboration features in base plans
Free Trial
14-day free trial
Pricing
Team plans start at $21 per user per month, with annual billing (monthly pricing available at $29 per user).
Best Suited For
Small and medium-sized firms seeking a simple and affordable platform for sending and managing custom proposals.
4. Qwilr
Qwilr helps teams generate interactive and well-designed proposals that look like web pages, including dynamic features like ROI calculators, interactive pricing, forms, calendar links, videos, and more.
Qwilr’s drag-and-drop editor, templates, and content library make it easy to create sophisticated proposals without design skills. It can also automate content by connecting to your CRM.
Main Features
Pre-Made Proposal Templates | ✅ |
Custom Branded Proposals | ✅* |
e-Signatures | ✅ |
Interactive Proposal Elements | ✅ |
Engagement Notifications | ✅ |
Follow-up Workflows | ❌ |
Collaboration Features | ✅ |
Automated Personalization | ✅ |
Reporting/Audit Trail | ✅ |
Invoicing | ❌ |
Payment Processing/Gateway | ✅ |
CRM Integration | ✅ |
Controlled Editing Permissions | ✅ |
* Not available in the Business plan
Pros
- Feature-rich base plan
- All users have access to detailed content and engagement analytics
Cons
- Limited customization with Business plan
- Missing a built-in feature for follow-up sequences
Free Trial
14-day free trial
Pricing
Plans start at $35 per user per month, with annual billing (monthly pricing available at $39 per user).
Best Suited For
Accounting firms of all sizes that want to impress prospects with interactive and dynamic proposals.
5. HoneyBook
HoneyBook is a client management platform for small businesses, aiming to provide a centralized solution for managing client communications, billing, and transactions.
HoneyBook is a strong option for firms looking to create proposals, track engagements, and accept payments in one tool.
Main Features
Pre-Made Proposal Templates | ✅ |
Custom Branded Proposals | ✅ |
e-Signatures | ✅ |
Interactive Proposal Elements | ✅ |
Engagement Notifications | ✅ |
Follow-up Workflows | ✅ |
Collaboration Features | ❌ |
Automated Personalization | ❌ |
Reporting/Audit Trail | ✅ |
Invoicing | ✅ |
Payment Processing/Gateway | ✅ |
CRM Integration | ❌ |
Controlled Editing Permissions | ❌ |
Pros
- Intuitive and user-friendly interface
- End-to-end client onboarding and management platform
Cons
- May be too robust for firms only looking for accounting proposal software
- Initial setup requires a significant time investment
Free Trial
7-day free trial
Pricing
Plans start at $16 per month, billed annually (monthly pricing available $19 per month).
Best Suited For
Smaller firms interested in implementing a comprehensive platform for managing all client interactions and billing matters, not just proposal-sending.
6. FreshBooks
FreshBooks is an accounting software program that includes proposal-building capabilities in most plans.
The proposal feature is built for client collaboration, as prospects can ask questions and team members can respond back directly in the document to keep all feedback organized and transparent.
FreshBooks also sets firms up for seamless billing, as proposals can be converted to invoices upon approval and signing by the client.
Main Features
Pre-Made Proposal Templates | ❌ |
Custom Branded Proposals | ✅ |
e-Signatures | ✅ |
Interactive Proposal Elements | ❌ |
Engagement Notifications | ✅ |
Follow-up Workflows | ❌ |
Collaboration Features | ✅ |
Automated Personalization | ❌ |
Reporting/Audit Trail | ✅ |
Invoicing | ✅ |
Payment Processing/Gateway | ✅ |
CRM Integration | ❌ |
Controlled Editing Permissions | ❌ |
Pros
- Native integration with the popular FreshBooks accounting software
- Robust invoicing features compared to other platforms
Cons
- May not offer the extensive customization and interactivity features that others do
- No standalone plan for firms that use other accounting software
Free Trial
30-day free trial
Pricing
Plans including the Proposals feature start at $29.70 per month, with annual billing (monthly pricing available at $33 per month).
Best Suited For
Firms that already use FreshBooks and want basic proposal software for creating custom sales documents, collecting e-signatures, and managing billing.
7. Ignition
Ignition is an all-in-one tool that helps professional services businesses, like accounting firms, simplify day-to-day tasks like sending proposals, managing contracts, invoicing, billing, and more.
The online proposal management tool doesn’t appear to be an afterthought to the comprehensive platform. It offers the basic features you expect, like customizable templates, plus advanced capabilities like smart upselling features to help drive revenue growth.
Main Features
Pre-Made Proposal Templates | ✅ |
Custom Branded Proposals | ✅ |
e-Signatures | ✅ |
Interactive Proposal Elements | ✅* |
Engagement Notifications | ❌ |
Follow-up Workflows | ✅ |
Collaboration Features | ❌ |
Automated Personalization | ❌ |
Reporting/Audit Trail | ✅ |
Invoicing | ✅ |
Payment Processing/Gateway | ✅ |
CRM Integration | ❌ |
Controlled Editing Permissions | ✅ |
* Only available in Pro or Pro+ plans
Pros
- Flat fee pricing for predictable monthly costs
- Set up assistance for all team plans
Cons
- Does not support multiple currencies in one account
- Proposal-specific features may not be as robust as other leading platforms
Free Trial
14-day free trial
Pricing
Team plans start at $99 per month, with annual billing (monthly pricing available at $149 per month).
Best Suited For
Accounting firms looking for one tool to manage all client-related admin workflows, including proposal management.
Need a Tool to Help Better Manage Your Team’s Workflows as You Onboard New Clients?
Proposal software is a useful tool for growing firms to streamline the sales pipeline and close more deals.
But, as your team onboards more clients, you’ll also need a helpful platform to keep track of progress on client work, monitor deadlines, and manage your team’s workload.
Jetpack Workflow is a leading workflow management solution that thousands of accounting firms use to manage growing workloads while meeting client deadlines.
Built for accountants and bookkeepers, the platform helps standardize workflows, automate deadlines, and track team progress to ensure nothing is missed.
To learn more about how Jetpack Workflow can help your firm, schedule a demo or start a 14-day free trial.