Proposal Management tools, in detail
AutogenAI is an LLM-first proposal writer for long-form, essay-style narrative bids, mostly federal and government work, including international public-sector tenders. Best for federal and government bid teams writing long-form international essay and narrative proposals. Pricing is quote-only at Custom. Enterprise custom pricing.
Why it is on this list: Built for long-form narrative drafting: Storyboard turns solicitation requirements into a structured first draft. On rfps it scores 3 of 3 in our model, with an overall 4.3/5.
Watch-outs: No published price; its own buyer guide cites enterprise-tier pricing with minimum seat commitments. Skip it if onboarding takes dedicated up-front time, by the vendor's own account.
Read the AutogenAI review or alternatives to AutogenAI.
Qvidian is Upland's long-running enterprise RFP and proposal system. Content governance and approval controls are the genuine strength. If you are weighing a replacement, compare AutoRFP.ai, Loopio, and Responsive. Best for incumbent enterprise proposal teams that still need Qvidian's governance, or are planning a move to AutoRFP.ai, Loopio, or Responsive. Pricing is quote-only at Custom. Enterprise quote-based pricing through Upland; no public tier.
Why it is on this list: Long-running answer library with review and approval workflows built for large teams. On rfps it scores 3 of 3 in our model, with an overall 4.3/5.
Watch-outs: Not supported on mobile devices, and the legacy Office add-ins need Windows (Mac users need a virtual PC). Skip it if G2 reviewers (2023 to 2026) report library search that misses the right answer and ask for AI first drafts.
Read the Qvidian review or alternatives to Qvidian.
Rohirrim (RohanRFP) drafts high-compliance US GovCon narrative and technical proposal content from your own institutional knowledge, including Azure Government and customer-hosted deployments. Best for high-compliance US GovCon teams writing narrative and technical proposal content from their own data. Pricing is quote-only at Custom. Enterprise quote-based pricing.
Why it is on this list: Drafts long-form technical content from your own corpus rather than generic model knowledge. On rfps it scores 3 of 3 in our model, with an overall 4.2/5.
Watch-outs: Not yet FedRAMP certified; Rohirrim is building toward FedRAMP 20x Class A. Skip it if no public pricing or self-serve trial; buying starts with a demo.
Read the Rohirrim review or alternatives to Rohirrim.
Thalamus AI is an AI-native RFP and proposal platform that starts before drafting: it scores bids and shreds the RFP into a live compliance matrix, then drafts cited answers with SME routing and review gates. Pricing is quoted per customer and includes unlimited users. Best for proposal teams that want bid qualification, compliance tracking and SME review in one AI workspace, not only faster drafting. Pricing is quote-only at Custom. No public price list: plans are configured around your RFx volume and team size, with no per-seat charge and unlimited users included. The pricing FAQ mentions a 3-month pilot pack before a longer commitment.
Why it is on this list: Covers the work before drafting: go/no-go scoring plus clarification and risk registers sit beside the response. On rfps it scores 2 of 3 in our model, with an overall 4.2/5.
Watch-outs: No public price list; every buyer goes through a pricing recommendation call or a demo. Skip it if capterra and Product Hunt both showed zero user reviews in October 2026, so there is little independent evidence yet.
Read the Thalamus AI review or alternatives to Thalamus AI.
Xait is built for the painful bids: multi-author documents and complex quotes where version control usually falls apart, with a permission model made for energy, industrial, and public tenders. Best for large teams co-authoring long, high-stakes documents across many contributors. Pricing is quote-only at Custom. No public pricing; quotes follow a demo. Enterprise co-authoring focus.
Why it is on this list: Genuinely good at many people writing one long document without stepping on each other. On rfps it scores 3 of 3 in our model, with an overall 4.2/5.
Watch-outs: Questionnaire work (RFI, DDQ, security) lives in a separate product, XaitRFI. Skip it if the AI Suggestion Engine is not available in XaitProposal.
Read the Xait review or alternatives to Xait.
GovEagle is a capture and proposal platform for government contractors that shreds solicitations into compliance matrices and drafts in your Word templates, running inside a FedRAMP Moderate boundary. Best for US government contractors who want capture and proposal AI that works inside Word and SharePoint. Pricing is quote-only at Custom. No public pricing or plan list. The site routes every buyer to a demo, and its ROI calculator asks you to enter your own subscription quote.
Why it is on this list: The Office add-ins keep drafting in Word with your existing styles, instead of a separate editor you export from. On rfps it scores 3 of 3 in our model, with an overall 4.1/5.
Watch-outs: FedRAMP Moderate status comes from running as a tenant inside the Knox Systems authorization (effective July 31, 2026); on-prem deployments sit outside it. Skip it if no public pricing or trial; buying starts with a demo.
Read the GovEagle review or alternatives to GovEagle.
Sweetspot pairs federal market intelligence (it says it indexes 167M+ federal awards) with AI proposal drafting, so government contractors can find opportunities and respond to them from one platform. Best for govCon teams that want opportunity discovery and drafting under one roof. Pricing is quote-only at Custom. No public pricing: the pricing page routes to a demo booking. At its August 2024 seed round Sweetspot quoted $720/yr for search and $3,600/yr for the full suite, so treat those figures as historical.
Why it is on this list: Discovery plus drafting in one tool cuts the usual handoff between market intel and proposals. On rfps it scores 3 of 3 in our model, with an overall 4.1/5.
Watch-outs: FedRAMP Moderate Authorization is still in progress. Skip it if SSO is limited to enterprise organizations.
Read the Sweetspot review or alternatives to Sweetspot.
VisibleThread is less an answer library and more a compliance-and-language microscope: it shreds RFPs into requirements and flags risky wording that a rushed review would miss. Best for capture and proposal teams that need requirement traceability and language-risk checks. Pricing is quote-only at Custom. Quote-based annual subscription charged per user, with cloud, US GovCloud, private-cloud, and on-premise deployments. Free trial available.
Why it is on this list: Requirement traceability that stands up to strict compliance reviews. On rfps it scores 2 of 3 in our model, with an overall 4.1/5.
Watch-outs: No maintained Q&A answer library; AI drafts come from curated Collections synced from SharePoint. Skip it if questionnaire responses come back as a Word document.
Read the VisibleThread review or alternatives to VisibleThread.
Civio is an AI platform for B2G revenue teams that scores incoming opportunities and drafts first responses through governed AI teammates, with a human approving each step. Best for tech and services companies selling to government at every level who want bid triage plus first drafts in one place. Pricing is quote-only at Custom. Three plans (Source & Score, Draft & Deliver, Full Harness) are quoted by email; no prices are published. A 30-day Value Sprint on your own pipeline is offered at no cost.
Why it is on this list: Covers the triage step most proposal tools skip: it reads incoming solicitations and ranks them before your team does. On rfps it scores 2 of 3 in our model, with an overall 4.0/5.
Watch-outs: Not an authorized environment for CUI or export-controlled (ITAR/EAR) data; the terms prohibit uploading CUI, and the app is not FedRAMP authorized. Skip it if SOC 2 Type I only (June 30, 2026); the Type II report is expected in Q4 2026.
Read the Civio review or alternatives to Civio.
GovDash is built specifically for US government contractors: business development, capture, and proposal work in one place, with compliance tracking and portal integrations aimed at US federal buyers. Best for US government contractors running US federal bids from capture through proposal. Pricing is quote-only at Custom. Starter, Growth, and Enterprise plans with Full and Flex seats drawing on shared credits; seat prices are not published. Growth needs 8 or more Full seats on an annual commitment.
Why it is on this list: One workflow from opportunity through proposal, tuned for federal work. On rfps it scores 2 of 3 in our model, with an overall 4.0/5.
Watch-outs: FedRAMP Ready on the marketplace with zero agency authorizations as of April 2026. Skip it if SSO and custom roles start at the Growth plan (8+ Full seats, annual commitment).
Read the GovDash review or alternatives to GovDash.
Iternal is an enterprise AI platform with fully local, secure deployment, used for RFP and RFI drafting and other B2B sales documents in government, defense, and Fortune 500 settings. Best for government, defense, and enterprise teams that need AI running fully on their own infrastructure. Pricing is quote-only at Custom. The RFP product (Waypoint, grounded by Blockify) has no published price; it starts with a scoping call and pilot. Other Iternal products publish prices, such as AirgapAI Chat at $697 one-time per seat and AI Academy training at $199/year, but neither is an RFP tool.
Why it is on this list: Runs on customer infrastructure, including air-gapped setups, which suits classified and data-residency-bound work. On rfps it scores 2 of 3 in our model, with an overall 4.0/5.
Watch-outs: Waypoint discovery covers US public-sector sources only (SAM.gov, Grants.gov and similar). Skip it if no SOC 2 report: Iternal describes "SOC 2-aligned" policies and says that is not a certification claim.
Read the Iternal review or alternatives to Iternal.
QorusDocs builds proposals, pitches, and RFP responses as native Word and PowerPoint files inside Microsoft 365. It sells to professional-services, legal, AEC, and IT services teams, and it is stronger on decks and narrative proposals than on Excel grids or security questionnaires. Best for consulting and professional-services teams that live in PowerPoint and slide decks more than Excel or Word grids. Pricing is quote-only at Custom. Quote-based; no public pricing listed.
Why it is on this list: Output is a native Word or PowerPoint file, so Office-heavy teams skip the export-and-reformat step. On rfps it scores 2 of 3 in our model, with an overall 4.0/5.
Watch-outs: Windows 10 or later plus desktop Microsoft 365 Office apps are required for end users. Skip it if reports run on Power BI, so report builders need Power BI Pro and viewers need Power BI licenses.
Read the QorusDocs review or alternatives to QorusDocs.
RFP Response Builder works inside Microsoft Office to produce RFP responses, proposals, and SOWs, with a cloud-synced content library and automatic formatting cleanup. Best for office-first teams that want a content library without leaving Word and Excel. Pricing is per-seat at $39/user/mo. Business plan at $39 per user per month with a 5-user minimum, paid by credit card with no long-term contract (30-day cancellation notice). Free trial (no credit card) includes every Business feature; vendor-hosted project files add $5 per user per month after the trial. Enterprise (custom integrations including Salesforce, premium onboarding) is quote-only.
Why it is on this list: Lives in Word and Excel, so there is little to learn or adopt. On rfps it scores 2 of 3 in our model, with an overall 4.0/5.
Watch-outs: No generative AI drafting: answers come from the library, so it trails the AI-native tools it competes with. Skip it if windows-only desktop install; Mac users need Parallels or Boot Camp.
Read the RFP Response Builder review or alternatives to RFP Response Builder.
Stotles is a go-to-government sales platform from the UK: Sales Studio finds tenders, pre-tender signals and expiring contracts, and Bid Studio scores the bid/no-bid call and drafts the response. Best for suppliers chasing UK government contracts who want to spot them early and draft the bid in the same tool. Pricing is freemium at £0 (Free plan). Free Sales Studio plan for tender tracking and pre-tenders. Sales Studio Growth is listed from £475/mo and Expert is custom. Bid Studio has its own plans (a free tier with 3 lifetime bid/no-bid reports, then paid and custom tiers) plus a combined bundle. Some Basic and Bid Studio figures differed between sections of the pricing page on 9 October 2026, so check it before you budget.
Why it is on this list: The buyer and contract data is the real product: Stotles says it surfaces expiring contracts 12 to 24 months before they come up. On rfps it scores 2 of 3 in our model, with an overall 4.0/5.
Watch-outs: Built for selling to government. The product pages we read describe tenders and bids, and none of them mention security questionnaires or DDQs. Skip it if bid Studio is priced separately from Sales Studio (or as a bundle), so the free plan does not tell you what drafting will cost.
Read the Stotles review or alternatives to Stotles.
Kantiv, formerly Joist AI, is proposal and pursuit software built only for AEC firms. It turns past proposals and project history into a knowledge graph, then drafts RFx responses and SF-330s from it with a compliance check before submission. Best for AEC marketing and proposal teams that want past projects and resumes matched to each RFx without digging through shared drives. Pricing is quote-only at Custom. No public price list. Enterprise quotes come through a demo, and the pricing page is an ROI calculator that mentions add-ons sold outside the core platform.
Why it is on this list: Built around an AEC data model, with Workspaces that handle SF-330s and SOQs as distinct formats. On rfps it scores 2 of 3 in our model, with an overall 3.9/5.
Watch-outs: No public pricing: Kantiv routes every enterprise quote through a demo. Skip it if the Go/No-Go and Win Theme agents were listed as coming soon in the October 2026 agents launch.
Read the Kantiv review or alternatives to Kantiv.
Expedience runs proposal and RFP automation entirely inside Microsoft Word, so contributors never leave the editor they already know and content stays behind your firewall. Best for teams that want proposal automation without adopting a separate web app. Pricing is quote-only at Custom. Quote-based; price depends on users, features, and add-ons. No public pricing.
Why it is on this list: Contributors work in the Word ribbon they already use, with library search a click away. On rfps it scores 2 of 3 in our model, with an overall 3.8/5.
Watch-outs: No public pricing; quotes depend on users, features and add-ons. Skip it if built for Office on Windows; reviewers on Mac run it through Parallels.
Read the Expedience Software review or alternatives to Expedience Software.
Tendium watches European public procurement for relevant tenders, summarizes them, and helps teams write the bid, built around the business-to-government sales motion. Best for european teams selling to the public sector who need tender discovery plus bid help. Pricing is flat-rate at €125/mo. Light plan from €125/mo with unlimited users and self-service onboarding. Core and Scale are quote-based and scale with the number of bids per year. Free trial available.
Why it is on this list: Monitors public tenders across European markets, with English keyword search regardless of tender language. On rfps it scores 2 of 3 in our model, with an overall 3.8/5.
Watch-outs: The €125/mo Light plan is tender monitoring only; bid writing (BidFlow, Content Library, Writing Assistant) needs the quote-based Core plan. Skip it if deepest coverage is Nordic: document keyword search and in-platform tender documents are listed for Sweden, Norway and Finland.
Read the Tendium review or alternatives to Tendium.
Better Proposals leans on a big library of designed templates so freelancers and small businesses can send a decent web-based proposal with signatures fast, no design skills needed. Best for freelancers and small businesses that want good-looking proposals without design work. Pricing is per-seat at $13/user/mo. Per-user plans: Starter $13, Premium $21 and Enterprise $42 per user per month billed annually ($19, $29 and $49 billed monthly). 14-day free trial, no credit card required.
Why it is on this list: Better Proposals says it offers more than 260 document templates, so non-designers start from a finished layout. On rfps it scores 0 of 3 in our model, with an overall 3.7/5.
Watch-outs: Starter is 1 user and 10 sends a month; CRM integrations and a custom domain need Premium, which caps sends at 50. Skip it if manager approvals, content locking and simultaneous editing are Enterprise-only.
Read the Better Proposals review or alternatives to Better Proposals.
DealHub is a quote-to-revenue platform: CPQ, proposals, contracts, and a digital deal room, aimed at sales teams with complex, configurable pricing who want quoting and signing in one flow. Best for sales teams with configurable pricing that want CPQ and proposals together. Pricing is quote-only at Custom. Quote-based; positioned for complex CPQ needs.
Why it is on this list: Strong CPQ and guided selling for configurable products. On rfps it scores 0 of 3 in our model, with an overall 3.7/5.
Watch-outs: Wrong category for inbound RFPs, DDQs, and security questionnaires: it generates outbound quotes, proposals, and contracts. Skip it if billing features (invoicing, usage-based billing) are only in the higher Scale plan; headless API quoting is an add-on.
Read the DealHub review or alternatives to DealHub.
GetAccept wraps proposals, quotes, e-signatures, and content into a digital sales room, so buyers and sellers work a deal in one shared space with tracking and mutual action plans. Best for revenue teams that want a shared deal space, not just a proposal PDF. Pricing is per-seat at $25/user/mo. eSign from $25/user/mo (monthly or annual) with a free trial; the Professional sales-room plan is $49/user/mo with a 5-user minimum, billed annually; Enterprise on request. Cancel 60 days before renewal.
Why it is on this list: The sales-room model keeps proposals, contracts, and mutual action plans in one shared space with the buyer. On rfps it scores 0 of 3 in our model, with an overall 3.7/5.
Watch-outs: Plans longer than a month need written cancellation 60 days before renewal, with no refunds. Skip it if deal rooms and GetAccept AI need Professional: $49/user/mo, 5-user minimum, billed annually.
Read the GetAccept review or alternatives to GetAccept.
Ignition ties proposals to billing for service businesses, especially accounting firms: send a proposal, sign the engagement, then automate invoicing and collection from the same agreement. Best for accounting and service firms that want proposals and billing joined up. Pricing is flat-rate at $39/mo. Plans priced by active clients and users, not per seat: Solo $39/mo billed annually ($49 monthly, US and Canada only, eligibility criteria apply), Core from $99/mo billed annually. 14-day free trial, no free plan.
Why it is on this list: Joins the proposal to billing, so signed work bills itself. On rfps it scores 0 of 3 in our model, with an overall 3.7/5.
Watch-outs: Internal proposal reviews and approvals only arrive on Pro+ ($399/mo billed annually). Skip it if US ACH payouts take 5 to 7 business days on Core; faster ACH payouts need Pro or Pro+.
Read the Ignition review or alternatives to Ignition.
PandaDoc is a broad document platform for proposals, contracts, e-signatures, and payments, with native CRM and payment integrations and more than 3,500 G2 reviews behind it. Best for teams that want proposals, contracts, e-sign, and payments in one document tool. Pricing is freemium at $0 (free tier). Free eSign plan for basic e-signatures (5 documents a month, 2 recipients each). Paid plans are per seat: Starter $19/user/mo billed annually ($35 monthly), Business $49/user/mo billed annually ($65 monthly), Enterprise on request. Higher plans gate some integrations.
Why it is on this list: Covers proposals, contracts, signing, and payments in one place. On rfps it scores 0 of 3 in our model, with an overall 3.7/5.
Watch-outs: Starter ($19/user/mo annually) has no content library, approval workflows, or CRM integrations, and caps reusable templates at 5. Skip it if the Salesforce integration is a paid add-on on Business and Enterprise annual plans.
Read the PandaDoc review or alternatives to PandaDoc.
Proposify is a design-first proposal platform with a drag-and-drop editor, locked template elements, e-signatures, and document analytics that show which sections a buyer read and for how long. Best for sales and marketing teams that care about polished, on-brand proposals. Pricing is per-seat at $35/user/mo. Build is $35/user/mo billed annually ($49 monthly). Grow is $325/mo billed annually with 5 seats, and Scale $1,066/mo billed annually with 10 seats. Every plan has a monthly send limit with per-send overage fees. 14-day free trial, no card required.
Why it is on this list: Strong design output from locked templates, so reps change prices and names rather than layouts. On rfps it scores 0 of 3 in our model, with an overall 3.7/5.
Watch-outs: Every plan has a monthly send limit with per-send overage fees. Skip it if approval workflows, roles and API access start on Grow, sold annually with 5 seats; Salesforce needs Scale or a paid add-on.
Read the Proposify review or alternatives to Proposify.
QuoteWerks is a veteran quoting and CPQ-adjacent tool for teams selling configurable products, with controlled pricing, approvals, e-signing, and branded quotes, backed by 30-plus years in market. Best for teams that quote configurable products and value pricing control over polish. Pricing is per-seat at $15/user/mo. Concurrent-user licensing, so named users are unlimited. QuoteWerks Desktop runs $15, $21 or $30 per user per month (Standard, Professional, Corporate), or one-time licences from $199; QuoteWerks Web runs $50 to $102 per concurrent user per month (less when billed annually). Free trial available.
Why it is on this list: Mature quoting with peer review, approvals, and a document audit trail on every web tier. On rfps it scores 0 of 3 in our model, with an overall 3.7/5.
Watch-outs: Capterra reviewers (December 2024, April 2026) call the interface outdated and the template editor slow to learn. Skip it if on Desktop, CRM links need the Professional edition and PSA links need Corporate.
Read the QuoteWerks review or alternatives to QuoteWerks.
Storydoc builds interactive, animated presentations and business documents with AI, aimed at founders and sales or marketing teams who want a proposal or deck that feels alive. Best for teams that pitch with decks and want interactive documents over static slides. Pricing is flat-rate at $19.80/mo. Plan pricing, not per user: Starter $19.80/mo and Pro $36/mo billed annually ($33 and $60 billed monthly); the Teams plan (5+ users) is quote-only. 14-day free trial, no credit card required.
Why it is on this list: Interactive, animated output stands apart from static slides. On rfps it scores 0 of 3 in our model, with an overall 3.7/5.
Watch-outs: CRM, e-signature, payments and SSO are reserved for the quote-only Teams plan. Skip it if starter caps you at 5 active documents and Pro at 30.
Read the Storydoc review or alternatives to Storydoc.
Nusii is a lightweight proposal tool for agencies and consultants, with published pricing from $29/mo, localization in dozens of languages, and multi-currency handling for international clients. Best for agencies and consultants who want simple, multilingual proposals at a clear price. Pricing is flat-rate at $29/mo. Plan pricing with included users and active-proposal limits: Freelancer $29/mo (1 user), Agency $49/mo (3 users), Business $129/mo (5 users). 14-day free trial and a 60-day money-back guarantee.
Why it is on this list: Genuinely simple, with published pricing and a 60-day money-back guarantee. On rfps it scores 0 of 3 in our model, with an overall 3.6/5.
Watch-outs: Active proposals are capped at 5 on Freelancer and 20 on Agency. Skip it if multiple signatures and team permissions need the $129/mo Business plan.
Read the Nusii review or alternatives to Nusii.
Proposable is a straightforward proposal builder for sales teams, with a content library, e-signatures, approval controls, and analytics on how recipients interact with each document. Best for sales teams that want a simple builder with solid recipient analytics. Pricing is per-seat at $19/user/mo. Per-user plans: Solo $19/user/mo (5 proposal deliveries a month), Team $39/user/mo, Enterprise from $500/mo (adds manager approvals). Free trial on every plan.
Why it is on this list: Proposal analytics and SMS event notifications are on every plan, Solo included. On rfps it scores 0 of 3 in our model, with an overall 3.6/5.
Watch-outs: Solo allows 5 proposal deliveries a month, with no Stripe payments or team collaboration. Skip it if manager Approval, API access and data export are Enterprise-only, from $500 a month.
Read the Proposable review or alternatives to Proposable.
Prospero (GoProspero) is a budget-friendly proposal builder with a template library, e-signatures, a product and pricing catalog, and status tracking, aimed at small teams and freelancers. Best for freelancers and small teams that want a cheap, easy proposal builder. Pricing is per-seat at $12/user/mo. Per-user plans from $12/user/mo billed annually ($19 monthly); 14-day free trial.
Why it is on this list: Low published price: $12/user/mo billed annually. On rfps it scores 0 of 3 in our model, with an overall 3.6/5.
Watch-outs: Template designs and theme editing are basic, per 2025 Capterra reviews. Skip it if reviewers report occasional editor bugs and proposal links that would not open.
Read the Prospero review or alternatives to Prospero.
Qwilr turns proposals into interactive web pages rather than static PDFs, with payments, signatures, and page-level analytics that show how prospects engage. Best for sales teams that want proposals to feel like a polished web page. Pricing is per-seat at $35/user/mo. Starter is $35/user/mo billed annually ($49 monthly). Growth is $55/user/mo (5-user minimum) and Scale is $75/user/mo (10-user minimum), both billed annually. 14-day free trial, no credit card required.
Why it is on this list: Interactive pages stand out against the usual PDF proposal. On rfps it scores 0 of 3 in our model, with an overall 3.6/5.
Watch-outs: Salesforce integration is only on Scale, which has a 10-user minimum. Skip it if growth and Scale are annual-only, with 5-seat and 10-seat minimums.
Read the Qwilr review or alternatives to Qwilr.
Bidsketch is one of the older proposal tools, with reusable templates, client landing pages, e-signatures, and view notifications. It works, though the interface shows its age. Best for salespeople who want a simple, proven proposal tool and can live with a dated UI. Pricing is flat-rate at $15/mo. Flat plan pricing with user caps: Starter $15/mo (1 user, 25 clients, no e-signatures), Solo $29/mo (1 user), Team $79/mo (up to 3 users), Business $149/mo (up to 8 users); yearly billing cuts Solo, Team and Business to $23, $47 and $119/mo. 14-day free trial.
Why it is on this list: Simple structure: reusable sections and fee tables assemble a standard proposal quickly. On rfps it scores 0 of 3 in our model, with an overall 3.5/5.
Watch-outs: The $15 Starter plan has no e-signatures or custom domain and caps you at 25 clients; Team and Business cap users at 3 and 8. Skip it if no file attachments: the help center suggests linking to documents hosted elsewhere.
Read the Bidsketch review or alternatives to Bidsketch.
Cone (GetCone) is a proposal-to-payment and practice-management tool for accountants and bookkeepers, pairing proposals with a client portal, task tracking, and invoicing. Best for accounting and bookkeeping firms that want proposals and practice management together. Pricing is per-seat at $9/user/mo. Cone Propose from $9/user/mo billed annually ($13/user/mo monthly), with a 14-day free trial and no credit card. Cone Practice starts at $5/user/mo billed annually on Starter, which excludes proposals.
Why it is on this list: Ties proposals to project kick-off and invoicing for accounting firms. On rfps it scores 0 of 3 in our model, with an overall 3.5/5.
Watch-outs: Multiple signers is a paid add-on on every plan, billed per user. Skip it if automated billing, payment collection and Zapier need the Growth plan.
Read the Cone review or alternatives to Cone.
