Top 15 Proposal Software For Accountants: Comprehensive Guide

Writing winning proposals is one of the most viable ways to grow an accountant’s practice and gain new clients. Often very time-consuming, and even more so when one writes several at one time, the process can also be quite monotonous. That’s where the proposal software saves the day.

What is Proposal Software?

Proposal software is designed to make creating, sending, and tracking proposals less painful. This is because many platforms have a variety of features that include customizable templates, collaboration tools, e-signatures, and analytics that enable businesses to easily make great-looking professional proposals.

How to Choose a Proposal Software for Accountants

You should take the following things into consideration before choosing a proposal software for your accounting firm:

1. Industry-relevant features: Using a platform with templates and features relevant to the accounting industry, plus automated billing tools and onboarding of clients.

2. Intuitive user interface: Using software with an easy-to-use interface will let you and your team get up to speed fast with minimal training.

3. Integrations: Find software with easy integrations into your current tool stack, such as your accounting software, CRM, etc.

4. Pricing: According to your budget, choose proposal software that offers its plan in your range.

5. Support: The provider should have dependable customer support in case you encounter problems or queries.

Top Proposal Software for Accountants

1. Super Proposal

Use Cases

Proposal Creation: Super Proposal is ideal for freelancers and agencies in developing professional proposals in minutes time. It saves you hours of manual work and lets you save a template to share with multiple clients.

Client Management: The tool is useful in client management, tracking follow-ups, and even sending emails.

Sales Process: It supports sales teams with the creation of a seamless proposal process.

Features

Customizable Templates: It has 130+ ready made templates for all types of businesses. Accounting services templates can be found in the professional services proposal templates category and can be customized to brand settings.

Collaboration Tools: This allows team collaboration in developing proposals.

Analytics: The software allows users to have an in-depth view and insight into the performance of proposals and engagement from clients.

E-signatures: Clients can sign your proposals digitally.

Pros

Friendly User Interface: Relatively easy to manage even for users that aren’t tech-savvy.

Time-Saving: The platform makes it faster and easier to compose and send proposals.

Integration Options: It allows for integrations with other tools and platforms, which is an added advantage in the performance of the tool.

Limitations

Only Few Free Features: Integrations are limited compared to other softwares that offer more premium options.

Pricing

Paid Plans with Free Trial: It offers a single plan to all businesses at 19.90$, billed annually. Through this, you get all the features, an enterprise for which you would have to pay as much as up to three folds.

2. PandaDoc

• Use Cases: For accounting firms seeking a comprehensive and feature rich proposal software that helps with the automation of documents.
• Features: Drag-and-drop editor, eSignatures, document analytics, workflow automation.
• Pros: Full-featured utilities and improved efforts.
• Limitations: Advanced features sometimes turn complicated, as some users point out. Most of the integrations are available in the premium plan.
• Proposals are plastered with panda doc branding in the cheaper plans.
• Number of Integrations: 30+
• Pricing: Starting at $35 per month.
• G2 Rating: 4.7/5 based on 1,000+ reviews.
• G2 Review: “PandaDoc is a reliable and simple way to obtain signatures digitally.”

3. Proposify

• Use Cases: Sales teams that want to create and manage proposals with speed.
• Features: Probably the fastest and easiest proposal editor with drag-and-drop functionality, customizable templates, and a library of content. Analyze the created proposals.
• Pros: Speed up the process and a very high win rate.
• Limitations: Advanced features are a difficult for some users to learn.
• Number of Integrations: 20+
• Pricing: Starting at $29 per month. More details on their pricing page.
• G2 Rating: 4.6/5 based on 500+ reviews.
• G2 Review: “Proposify has transformed our proposal process — it’s fast, efficient, and user-friendly.”

4. Better Proposals

• Use Cases: It is good for freelancers and small businesses who need to turn around a proposal in no time.
• Features: Customizable and shareable templates, eSignatures, analytics.
• Pros: It is easy to use and fast to set up.
• Cons: Less advanced features as compared to the other platforms in the category.
• Number of Integrations: 10+
• Pricing: Starting at $19 per month.
• G2 Rating: 4.7/5 based on 200+ reviews.
• G2 Review: “Better Proposals is straightforward and gets the job done without fuss.”

5. Fresh Proposals

• Use Cases: Businesses that need a simple but effective proposal tool.
• Features: Customizable templates, eSignatures, proposal tracking.
• Pros: The software is user-friendly and affordable.
• Cons: The number of integrations with big platforms is pretty limited.
• Number of Integrations: 5+
• Pricing: Starting at $20 per month.
• G2 Rating: 4.5/5 based on 100+ reviews.
• G2 Review: “Fresh Proposals has made it easy to create beautiful proposals quickly.”

6. Proposable

• Use Cases: Great for companies that need to generate proposals in the most efficient and timely manner possible.
• Some of its key features include templates, eSign, and analytics.
• Pros: The creation of proposals is swift, and tracking is easy.
• Cons: To some, the interface is a bit counterintuitive.
• Number of Integrations: 10+
• Pricing: Starting at $19 per month..
• G2 Rating: 4.3/5 based on 50+ reviews.
• G2 Review: “Proposable has streamlined our proposal process significantly.”

7. Practice Ignition

• Use Cases: This tool is more pertinent to service-based businesses, such as transcription agencies, bookkeepers, accountants, and small- to medium-sized business consultants. Its key features include creating proposals, onboarding clients, and processing payments.
• Pros: It is very effective at maintaining client relationships, especially those with recurring payments.
• Cons: Very industry-specific to service-based organizations.
• Number of Integrations: 20+
• Pricing: Plans start from 99$.
• G2 Rating: 4.5/5 based on 100+ reviews.
• G2 Review: “Practice Ignition has transformed the way we manage client proposals and payments.”

8. Nusii

• Use Cases: Ideal for marketing and web agencies needing quick proposal generation.
• Features: Includes reminders, custom templates, and an easy-to-use interface.
• Pros: Great for quick proposal generation with good design options.
• Cons: It is mediocre when it comes to responses for RFP.
• Number of Integrations: 15+
• Pricing: Starting at $29 per month.
• G2 Rating: 4.5/5 based on 100+ reviews.
• G2 Review: “Nusii makes creating proposals a breeze, and our clients love the design.”

9. Bidsketch

• Use Cases: Great for any independent contractor. So web designers would love this.
• Features: Comes with a dashboard of analytics, proposal tracking, and customizable templates.
• Pros: Lots of great, customizable proposal templates and perfect for building out proposals that require a ton of repeatable sections.
• Cons: It has an old interface.
• Number of Integrations: 10+
• Pricing: Starting at $23 per month.
• G2 Rating: 4.4/5 based on 50+ reviews.
• G2 Review: “Bidsketch is a great resource to create proposals and can help to reduce the sales cycle.”

10. GetAccept

• Use Cases: Ideal for businesses interested in optimizing document workflows and closing the deal quickly.
• Use Case: It is ideal for people who are digital sellers because it comprises a digital sales room along with eSignatures and document analytics.
• Benefits: The features are at length, and the interface is intuitive.
• Drawbacks: There might be some bugs in the software at times.
• Number of Integrations: 15+
• Pricing: Starting at $79 per month.
• G2 Rating: 4.5/5 based on 200+ reviews.
• G2 Review: “GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows.”

11. Loopio

• Use Cases: Great for working on RFPs and large and complex proposals with a team.
• Features: RFP response library, content tagging, analytics.
• Pros: Awesome for teams to collaborate on bids and manage high volumes.
• Cons: Possibly overkill for more simple proposal requirements
• Number of Integrations: 25+
• Pricing: Custom pricing based on needs.
• G2 Rating: 4.6/5 based on 150+ reviews.
• G2 Review: “Loopio has streamlined our RFP process, saving us countless hours.”

12. HoneyBook

• Use Cases: Best for creative professionals managing projects and proposals.
• Features: Project management, invoicing, and proposal creation.
• Pros: All-in-one platform for creatives.
• Limitations: May lack advanced proposal features.
• Number of Integrations: 10+
• Pricing: Starting at $16 per month.
• G2 Rating: 4.6/5 based on 500+ reviews.
• G2 Review: “HoneyBook has simplified my workflow and helped me manage my proposals seamlessly.”

13. GoProposal

• Use Cases: Tailored for accountants and professional service providers.
• Features: Proposal creation, pricing automation, and client onboarding.
• Pros: Simplifies pricing and proposal processes.
• Limitations: Primarily focused on service industries.
• Number of Integrations: 10+
• Pricing: Starting at $60 per month.
• G2 Rating: 4.8/5 based on 50+ reviews.
• G2 Review: “GoProposal has made our pricing and proposal process so much easier and more efficient.”

14. QuoteWerks

• Number of Integrations: 20+
• Pricing: Starting at $15 per month. Visit their pricing page.
• G2 Rating: 4.3/5 based on 100+ reviews.
• G2 Review: “QuoteWerks has streamlined our quoting process significantly, saving us time and increasing accuracy.”