The Best RFP Project Management Tools
Here is a list of the top online proposal software options.
JUMP TO REVIEWS
Clickup Collaborative documents give you and your team greater control over the quality of a proposal response.
Wrike A powerful collaboration tool for teams of any size
Formstack Proposal productivity software allows data collection and project approvals online
PandaDoc Free deal workflow tool, with automatic notifications, editing on-the-fly, and integrated electronic signatures
HoneyBook A simple-to-use software platform that helps small business owners streamline processes and manage clients, from inquiry to payment
Proposify Document automation software allows you to create and track proposals and quotes, as well as to sign documents online.
ClientPoint Create a master Content Library with documents, brochures and videos to help you streamline your proposal development
Google Slides is free to use. It offers hundreds of fonts and embedded video, animations, as well as a variety of presentation themes.
QuoteWerks Sales quoting and proposal software with Configure Price Quote, Quote To-Cash sales processes and RFP response template
RFPIO RFP Automation Software with many business tool integrations, auto responses, and reports. All this is tied together with a simple, user-friendly design
Below is a list of the 10 best RFP Project Management tools with screenshots, overviews and pricing.
This article will quickly help you compare and evaluate the top proposal management software and other RFP reply tools. This post will discuss how to use a proposal app for streamlined request for proposals. I will highlight the top RFP tools, focusing on those that offer a wide variety of proposal management software to suit different needs.
I will also answer questions about how to create a professional proposal. In the evaluation criteria section, I also outline what you should look out for in any RFP software. Then, I will give you a quick comparison of some of these proposal response software currently in use.
RFP Management Comparison Criteria
What are we looking at when selecting website proposal tools to be reviewed? Here is a summary of my evaluation criteria.
User Interface (UI). Is it clear and attractive? Can you look at the interface and see how to save or export your work? Can you tag colleagues, make comments, sort things, and so forth?
Usability: Is it simple to learn and master? Is the company able to provide good tech support, tutorials, or training? Is there an online forum where the community can share solutions and tips to common problems?
Integrations: Does it make it easy to connect with other tools and programs? Are there any pre-built integrations available?
Value for $: What price is appropriate for the features, capabilities, or use case? Is pricing transparent, clear, and flexible?
Key Features of RFP Management
These are some of the key features that I would expect from any proposal management tool:
Proposal Templates: Does the tool provide an online proposal generator that will allow you to start with basic templates or forms? Are there different types of proposal options that can fit different industries or use cases?
RFP Database Uploads – Can you quickly and easily upload a proposition to your RFP Database? What does the tool do to help or hinder this process? Is the software able to quickly and easily respond to RFPs
Collaboration – Can you easily collaborate across teams to share, comment, reply, send, and modify documents? Are there effective feedback mechanisms to allow clients to interact with the process?
Reporting and data – Does the RFP system have any reporting features that allow you to track what?