15个工具，可帮助您轻松管理和创建2021年的建议

You spend hours and hours drafting proposals -- emailing different departments for assets, curating images, outlining the scope, creating timelines, inputting estimates, and defining recommendations.

Then, you send it off to the prospect and move onto the next one.

There's a better way.

You don't know if the client looked at the proposal you emailed or if she even opened it until weeks later -- after the fifth follow-up email. And with each prospect who sends you a request for proposal (RFP), you start the creation process over again, save for the cover letter.

考虑到建议过程通常是多么匆忙，代理商需要一种更有效的方法来创建，存储和管理提案创建过程，并更好地了解其销售管道和绩效。

A simpler process -- using proposal software designed to address these needs -- could help you to reduce the non-billable time spent drafting content for sales proposals, and it will help you to better understand what really matters to prospective clients.

To bring your proposal process into the modern age, we're highlighting 14 different proposal creation and management tools for you to consider. While there are many more, the following proposal apps and tools are particularly relevant for the marketing and creative industries.

As you create and deliver your proposal, of course, a critical next step is to start conversations with the people to whom you're proposing your business. Luckily, several of the tools listed below also integrate withHubSpot's customer relationship management (CRM)software to help you do just that.

Take a look at the proposal tools below to get an idea of your options.

Get free access to effortless meeting scheduling software. Save hours every week.

(Note that prices are reduced in many cases when you sign a yearly contract. Also, many of these tools include web and mobile apps, as well as esignature features.)

1.潘多克

Mobile app:iOS|安卓

Pandadoc允许您通过智能协作工具，与许多CRM的集成以及内容库轻松地创建自定义的，品牌的建议，以便您的新业务团队拥有解决潜在客户关注和问题所需的一切。您可以启用自定义通知，以便知道客户何时打开文档，他们花了多少时间阅读以及何时签名。

In addition, you can use PandaDoc for contract renewals and the HR solution to streamline and simplify recruiting and onboarding, making your entire agency more efficient and organized.

价格:$19/month per user, $39/month per user for integrations and content library, custom pricing for additional features

（披露：Pandadoc是一个HubSpot integration partner）

2.RFPIO

RFPIO是一个响应管理平台，它使用人工智能来简化组织和响应RFP的过程。该工具使企业能够将提案草案导入RFPIO并以其选择的格式导出最终文档 - 同时直接与软件中的多个员工合作。bob电竞官方下载

RFPIO最独特的功能之一是其智能推荐引擎。使用人工智能，该工具可以从您的响应库中提出内容，以最能满足给定RFP的需求。反过来，您可以将合适的人循环到一个项目中，并迅速合成满足您收到的特定RFP的建议。

RFPIOintegrates with商业技术堆栈中的许多常见工具，包括Okta，Slack，Google Drive和HubSpot。

价格:Free Demo, Contact for full pricing

3.Proposify

Mobile app:iOS只要

提议是为创意公司做出的。它是拖放接口，使您可以轻松地向文档添加不同的部分。您可以使用类似Indesign的编辑器自定义建议，该提案可以添加文本，图像和视频。此外，它具有强大的分析功能，包括能够查看提案的顶级部分，查看了多少次以及持续了多长时间。

提案设计软件还可以跟踪您的建议的绩效，因bob电竞官方下载此您的新BIZ团队可以更好地了解按月，季度和年份的近距离率。

价格:Free: 1 user - 5 active documents; Team: $49/user/month - unlimited documents; Business: Starts at $590/month/10 users - premium features.

（披露：建议是HubSpot integration partner.)

4.Venngage

Already a trusted tool for making infographics, Venngage has recently expanded their robust design software to include a提案制造商. Venngage combines an extensive library of professionally designedproposal templateswith a powerful drag-and-drop editor, enabling users to create their own eye-catching proposals in minutes.

另外，凭借简单的界面和24小时的客户支持，Venngage非常适合初学者。它也完全在您的浏览器中运行，因此您可以在旅途中构建建议。

G2 Crowd等级:4.7/5.0（50个评分）

价格: Free to sign up and use,$49 per month for a business plan

5.Qwilr

QWILR使得在不依赖程序员的情况下，可以轻松地创建干净，令人惊叹的基于网络的建议和其他销售抵押品。它的编辑器类似于使用文档编辑器，具有诸如嵌入交互式内容的功能，例如视频，地图，交互式仪表板和Google表。它跟踪和报告人们查看和单击的内容，以便您可以衡量参与度，并包括一个报价和接受工具，以简单准确。

价格:价格: $75/month (Business), $5,880/year (Enterprise)

（披露：QWILR是一个HubSpot integration partner,and participates inHubSpot Apps for Agency Services Program, offering free software to select Agency Partners.)

6.Bidsketch

With Bidsketch, you can easily create proposals by combining previously used sections or by using the company's sample proposal language, and it contains designed proposal templates you can use. It also provides a specific section where you can indicate optional fees to take advantage of upselling and cross-selling opportunities. The software will notify you when the proposal has been viewed and if the person exported is as a PDF.

价格:$23/user per month, $47/3 users per month, $119/8 users per month

7.Osmosis

Web App:Google Chrome

Osmosis provides you with tools to both create client questionnaires -- this could be used to first determine a project scope -- and proposals. Proposals are presented as a web page that can be exported as a PDF. Osmosis integrates with platforms such as Basecamp, Trello, Freshbooks, and other common tools.

价格:$19/user per month/10 proposals, $49/5 users per month/35 proposals, $99/10 users per month/2,000 proposals

8.Loopio

Loopio独特的在你构建一个RFP响应library, tag and categorize this content, and then its automation engine pulls from your content library to auto-populate a proposal. Another interesting feature is the ability to associate content with a subject-matter expert, making it simple to know who to talk to to update and customize information. Loopio integrates with a number of common tools, including Salesforce, Microsoft Dynamics 365, Google Drive, OneDrive, Slack, and many more.

价格：免费演示，pricing plans available

9.Nusii

This proposal management software has an elegant user interface for creating and managing proposal creation. Nusii features a drag-and-drop interface where you can re-order sections and add new and previously used content. The tool also features reminders for agencies, so you'll remember to follow up after sending, and it has a library of professional proposal templates to get started with.

价格:$29/user per month/5 proposals, $49/unlimited users per month/20 proposals, $129/unlimited users per month/50 proposals

10.Quote Roller

Web App:G Suite

Quote Roller's pricing features make it stand out from the rest of these tools. It calculates your profit margin per project, allows you to apply discounts, and viewers can choose items on an a la carte basis. You can also discuss pricing and packages in real time with your clients in the commenting feature on the document to save time going back and forth over email, and it includes dynamic content tokens so you can easily update all the instances of a client's company name throughout a document.

In addition, Quote Roller has a workflow approval so proposals can be created and approved by the right individuals before being sent out.

价格:每月19美元/ user / 5模板,每月39美元/用户/unlimited templates, contact company for pricing on full set of features

11.Proposable

提议具有拖放创建工具，何时查看文档的电子邮件和SMS通知以及可以更好地了解您的销售管道的分析。它还包括一个估算框架，使过程的这一部分减少了痛苦。

价格:$39/user per month/unlimited proposals, $500/10 users + $49/additional user per month/unlimited proposals + custom integrations, dedicated account manager, and more, $2,000/month/unlimited proposals + 50 reseller accounts and more.

12.Octiv

Web App:Microsoft

这是一个功能丰富的工具，用于管理整个过程 - 从俯仰到提案创建再到合同。它具有用于存储批准的内容部分，在线演示工具的内容库，并报告显示谁查看了什么和持续了多长时间。潜在客户可以查看和评论任何设备上的建议，并且它的DocuSign可以立即构建，以便于易于安全签名。

价格:$50/user per month

13.GetAccept

Web and Mobile Apps:Chrome|iOS|安卓

GetAccept is an e-signature and document tracking platform for salespeople. The tool reinvents the proposal and e-signing workflow by engaging the recipient with an intelligent and personalized document they can sign instantly. The product also includes video and live chat features.

价格:$35/user per month for Starter plan, $40/user per month for Pro plan. Custom plans are also available.

14.RFP360

RFP360 provides intuitive knowledge management, proposal automation, answer intelligence (AI), workflow, collaboration, dashboard and reporting features that streamline the response management process.

该解决方案使您能够将RFP答案集中在知识库中，从而超速访问专家响应，并通过导入RFP，使用AI来节省时间和精力，并使用AI建议响应和导出建议。您可以分配任务，管理截止日期，与中小型企业进行交流并批准一个地方的答复。您可以实时评估花费和节省的建议，并分析其他关键指标。

Additionally, integratedextensionsempower anyone across your organization to use content from your knowledge library in Microsoft Office files, online questionnaires and forms — without leaving those applications.

价格:Unlimited users and storage, contact for plans and pricing

15.更好的建议

With over 100 sample templates, an intuitive editor fully, page by page analytics and the ability to take instant payments, Better Proposals is definitely worth checking out.

With an emphasis making professional design accessible, Better Proposals offers a wide variety of pre-made, fully customizable templates ready to use, and a marketplace where you can purchase additional templates. With integrated signature and payment features, your prospect can sign your legally binding terms and conditions page and pay a deposit in minutes.

更好的建议也integrates with HubSpot.

价格: Starter $19/month, Premium $49/month, Enterprise $129/month