What is a good proposal management software for small business owners ?

For small business owners with less team and less experience, business proposal software makes the process of drafting, editing, and sharing business proposals more efficient. The software helps their documents to stand out from the competition. The business proposal software can create, share, and deploy multimedia business pitches. They offer plenty of functionality to help the small organization make proposals as you see fit and also have intuitive and include built-in sales proposal templates so that you can focus on making the best proposals possible.
I also work with a small business organization, and below are the criteria our company used to evaluate the Proposal software :

  • Cost: Services should be affordable enough for businesses 
  • Ease of Use: Business proposal software should be intuitive, even for less tech-savvy workers
  • Drafting Tools: We looked at the sort of content creation tools that each service offers
  • Templates: Business proposal systems should offer pre-made templates to business users who do not have the time or skill to craft proposals from scratch
  • Electronic Signature: We looked at whether each service offers electronic signature functionality
  • Tracking Tools: Leading tools offer the ability to track proposal activity once the content is sent to prospects
  • Customer Service: There should be ample customer service help available in the event of a problem
  • Storage Limits: We looked at the cloud storage space offered by each proposal software service
  • Security: We looked at the type of security measures each service offers to protect sensitive content
  • Supported File Types: Proposal systems should allow you to work in a wide range of different file types for your text, images, and video
  • Software Integrations: We looked at the software integrations available with each service.

Our organization uses Zbizlink, which is one of the most popular document automation systems on the market. Starting at $199 for level 1 the proposal software offers facilities like Dashboard, Past Performance, Proposal in 30 Days, Opportunity in 30 Days, Message To Partner, etc.


Zbizlink Features and Plans
Zbizlink
Level 1 ( 1 Seat)
Level 2 (5 Seat)
Level 3 (10 Seat)

$199 / month
$398 / month
$796 / month
Dashboard
Up to 5
Up to 10
Up to 20
Employees
Up to 100
Up to 200
Up to 400
Partners
Up to 1000
Up to 2000
Up to 4000
Past Performance
Up to 4
Up to 8
Up to 16
Company Search in 30 Days
Up to 300
Up to 600
Up to 1200
Message To Partner
Unlimited
Unlimited
Unlimited
Non partner MSG in 30 Days
Up to 10000
Up to 20000
Up to 40000
Market Segment
Up to 8
Up to 16
Up to 32
Opportunity in 30 Days
Up to 10
Up to 20
Up to 40
Proposal in 30 Days
Up to 300
Up to 6
Up to 12

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