The ultimate guide to buying proposal software

Your guide to buying the best proposal software for your business in 2024.

Proposals, it’s your time to shine.

Do you suspect you could do a better job with the proposals you send out? Could a proposal tool help you close more deals?

You’ve come to the right place.

In this guide, you’ll discover why the age-old approach of emails, PowerPoint presentations, and PDFs is eating up your time—and not delivering the best results.

The power of the proposal

Proposal software is a type of software that helps salespeople (or anyone that needs to win new business) create and automate sales proposals, in order to share with potential customers. It replaces the manual effort required to create proposals.

We’ll show you how the right proposal tool will free up your time, give you your sanity back and, most importantly, help your proposals stand out from the crowd.

In short, you’ll learn:

  • What to look for when choosing proposal software
  • How to compare different software vendors
  • How to get buy-in from key stakeholders
  • How to hit the ground running with your chosen tool

1. Proposal software should meet 8 key criteria

Keep these 8 things in mind when purchasing proposal software to ensure it will be successful.

2. Which proposal software tool is right for you?

By choosing the right proposal software, you too could reap great results. With a powerful tool in play, you can significantly improve your prospects of success with each and every proposal you send. Question is, which one’s right for you?

3. Getting buy-in for your chosen proposal software

So you’ve selected the best proposal software tool for your business. That’s the hard part done. Or is it? Convincing other stakeholders in your business—particularly those who hold the purse-strings—is paramount to getting the new purchase across the line.

4. How to hit the ground running with your new proposal software

You’ve made your choice and you’ve signed up with a proposal vendor. Congratulations. Now, it’s time to hit the ground running with your new tool. But before you sprint ahead, make sure to set up your systems right from the start